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Peloton Wealth Strategists

Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, IBDT, AMZN, MA, MSFT, and represent 17.79% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: ABNB, VRT, NVO, SLB, HPE.PC, UBER, KNSL, UPS, TSLA, GOOG.
Started 7 new stock positions in ABNB, QQQ, XLU, VRT, HPE, GOOG, TSLA.
Reduced shares in these 10 stocks: RTX, LULU, HON, ONON, JCI, , AMAT, MA, GS, UNH.
Sold out of its positions in FANG, JCI, ONON.
Peloton Wealth Strategists was a net seller of stock by $-2.7M.
Peloton Wealth Strategists has $254M in assets under management (AUM), dropping by 2.01%.
Central Index Key (CIK): 0001080132

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Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	4.0	$10M	-2%	42k	243.11	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	3.7	$9.3M		365k	25.52	View chart
Amazon Stock (AMZN)	3.4	$8.8M		40k	219.58	View chart
Mastercard Incorporated Cl A Stock (MA)	3.4	$8.5M	-3%	15k	568.84	View chart
Microsoft Corp Stock (MSFT)	3.3	$8.3M		16k	517.96	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	3.2	$8.3M		339k	24.34	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	3.2	$8.0M		342k	23.47	View chart
Jpmorgan Chase & Co Stock (JPM)	3.1	$7.8M		25k	315.42	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.9	$7.4M		304k	24.30	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	2.8	$7.0M	-3%	280k	25.19	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	2.6	$6.6M	+2%	296k	22.15	View chart
Rtx Corporation Stock (RTX)	2.4	$6.0M	-17%	36k	167.33	View chart
Thermo Fisher Scientific Stock (TMO)	2.3	$5.9M	-2%	12k	485.05	View chart
Salesforce Stock (CRM)	2.2	$5.7M	-2%	24k	236.99	View chart
Goldman Sachs Group Stock (GS)	2.1	$5.3M	-5%	6.6k	796.38	View chart
Cummins Stock (CMI)	2.0	$5.1M		12k	422.41	View chart
Applied Matls Stock (AMAT)	1.8	$4.7M	-8%	23k	204.72	View chart
Emerson Elec Stock (EMR)	1.8	$4.5M	-4%	34k	131.18	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.7	$4.3M		3.4k	1279.94	View chart
Uber Technologies Stock (UBER)	1.7	$4.3M	+9%	44k	97.97	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	1.7	$4.3M		201k	21.22	View chart
Ishares S&p 100 Etf Etf (OEF)	1.6	$4.2M	-4%	13k	332.85	View chart
Unitedhealth Group Stock (UNH)	1.5	$3.7M	-7%	11k	345.32	View chart
Costco Whsl Corp Stock (COST)	1.3	$3.4M		3.7k	925.74	View chart
Amgen Stock (AMGN)	1.3	$3.3M		12k	282.17	View chart
Citigroup Stock (C)	1.3	$3.2M	-3%	31k	101.50	View chart
Abbvie Stock (ABBV)	1.2	$3.1M		14k	231.57	View chart
Cisco Sys Stock (CSCO)	1.2	$3.1M		45k	68.42	View chart
Vertex Pharmaceuticals Stock (VRTX)	1.2	$3.1M	-3%	7.9k	391.62	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	1.2	$3.0M		77k	39.22	View chart
Intuit Stock (INTU)	1.2	$2.9M	-3%	4.3k	682.95	View chart
Pepsico Stock (PEP)	1.2	$2.9M		21k	140.46	View chart
Monster Beverage Corp Stock (MNST)	1.1	$2.7M	-6%	41k	67.31	View chart
Capital One Finl Corp Stock (COF)	1.0	$2.6M	+2%	12k	212.59	View chart
Best Buy Stock (BBY)	1.0	$2.5M		34k	75.61	View chart
Truist Finl Corp Stock (TFC)	1.0	$2.5M	-3%	55k	45.72	View chart
Yeti Hldgs Stock (YETI)	1.0	$2.4M	-6%	73k	33.17	View chart
Target Corp Stock (TGT)	0.9	$2.4M	+4%	27k	89.69	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.9	$2.3M	-3%	7.9k	297.96	View chart
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC)	0.9	$2.3M	+24%	34k	67.91	View chart
Chipotle Mexican Grill Stock (CMG)	0.9	$2.2M	-2%	57k	39.18	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.8	$2.1M	-4%	27k	76.71	View chart
Novo-nordisk A S Adr (NVO)	0.8	$2.0M	+39%	37k	55.48	View chart
Honeywell Intl Stock (HON)	0.8	$2.0M	-29%	9.7k	210.51	View chart
Adobe Stock (ADBE)	0.8	$2.0M	-4%	5.7k	352.73	View chart
Johnson & Johnson Stock (JNJ)	0.8	$2.0M		11k	185.40	View chart
S&p Global Stock (SPGI)	0.8	$2.0M	-7%	4.1k	486.66	View chart
Neurocrine Biosciences Stock (NBIX)	0.8	$1.9M	-7%	14k	140.41	View chart
Home Depot Stock (HD)	0.7	$1.9M		4.7k	405.25	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.7	$1.9M	-5%	11k	176.82	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.7	$1.9M	+16%	23k	83.53	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.7	$1.9M	-5%	13k	139.68	View chart
Idexx Labs Stock (IDXX)	0.7	$1.8M	-5%	2.9k	639.05	View chart
Zoetis Inc Cl A Stock (ZTS)	0.7	$1.8M	-3%	13k	146.31	View chart
Trex Stock (TREX)	0.6	$1.6M	-8%	32k	51.67	View chart
Mcdonalds Corp Stock (MCD)	0.6	$1.6M		5.4k	303.91	View chart
Starbucks Corp Stock (SBUX)	0.6	$1.6M		19k	84.58	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.6	$1.6M	NEW	13k	121.40	View chart
Lululemon Athletica Stock (LULU)	0.6	$1.5M	-38%	8.5k	177.96	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.6	$1.4M	+6%	56k	25.62	View chart
Us Bancorp Del Stock (USB)	0.5	$1.4M		29k	48.32	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.5	$1.3M	NEW	8.7k	150.86	View chart
Slb Limited Com Stk Stock (SLB)	0.5	$1.3M	+64%	38k	34.36	View chart
Synopsys Stock (SNPS)	0.5	$1.3M	-4%	2.6k	493.33	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.5	$1.3M		5.2k	246.61	View chart
Medtronic Stock (MDT)	0.5	$1.2M		13k	95.21	View chart
Danaher Corporation Stock (DHR)	0.4	$1.1M	-4%	5.5k	198.17	View chart
Kinsale Cap Group Stock (KNSL)	0.4	$1.1M	+43%	2.5k	425.21	View chart
Nvidia Corporation Stock (NVDA)	0.4	$1.1M	-3%	5.7k	186.66	View chart
Manhattan Associates Stock (MANH)	0.4	$985k		4.8k	204.99	View chart
Eli Lilly & Co Stock (LLY)	0.3	$862k		1.1k	762.83	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.3	$819k		8.2k	99.84	View chart
Texas Pacific Land Corporation Stock (TPL)	0.3	$759k	-5%	813.00	933.58	View chart
Apple Stock (AAPL)	0.3	$664k	-2%	2.6k	254.60	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$598k		11k	53.00	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.2	$549k		21k	26.78	View chart
Intuitive Surgical Stock (ISRG)	0.2	$535k	+20%	1.2k	447.32	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$472k	-3%	709.00	665.73	View chart
Aflac Stock (AFL)	0.2	$447k		4.0k	111.75	View chart
Hallador Energy Company Stock (HNRG)	0.1	$372k		19k	19.58	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$355k	+2%	3.0k	118.97	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$333k		13k	25.62	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$282k		11k	25.64	View chart
Tesla Stock (TSLA)	0.1	$256k	NEW	575.00	445.22	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$255k		10k	25.50	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$244k	NEW	1.0k	244.00	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$222k	NEW	2.5k	87.09	View chart
Chevron Corp Stock (CVX)	0.1	$221k		1.4k	155.41	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$217k		25k	8.68	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$213k		290.00	734.48	View chart
Hewlett Packard Enterprise Stock (HPE)	0.1	$207k	NEW	8.4k	24.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$201k	NEW	335.00	600.00	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$200k	-6%	6.3k	31.77	View chart

Past Filings by Peloton Wealth Strategists

SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010

Peloton Wealth Strategists 2025 Q3 filed Nov. 17, 2025
Peloton Wealth Strategists 2025 Q2 filed Aug. 13, 2025
Peloton Wealth Strategists 2025 Q1 filed May 16, 2025
Peloton Wealth Strategists 2024 Q4 filed Feb. 5, 2025
Peloton Wealth Strategists 2024 Q3 filed Nov. 15, 2024
Peloton Wealth Strategists 2024 Q2 filed Aug. 15, 2024
Peloton Wealth Strategists 2024 Q1 filed May 14, 2024
Peloton Wealth Strategists 2023 Q4 restated filed Feb. 16, 2024
Peloton Wealth Strategists 2023 Q4 filed Feb. 15, 2024
Peloton Wealth Strategists 2023 Q3 filed Nov. 13, 2023
Peloton Wealth Strategists 2023 Q2 filed Aug. 10, 2023
Peloton Wealth Strategists 2023 Q1 filed May 11, 2023
Peloton Wealth Strategists 2022 Q4 filed Feb. 13, 2023
Peloton Wealth Strategists 2022 Q3 filed Nov. 14, 2022
Peloton Wealth Strategists 2022 Q2 filed Aug. 12, 2022
Peloton Wealth Strategists 2022 Q1 filed May 9, 2022

View all past filings

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