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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 MA, TMO, GOOGL, JPM, AMZN, and represent 15.72% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: INTU, LULU, SNPS, COF, VRTX, IBDW, IBDT, CRM, AMZN, NBIX.
Started 4 new stock positions in NBIX, FTNT, FBTC, COF.
Reduced shares in these 10 stocks: BOX, IBM, AMGN, RTX, MA, ABBV, SBUX, JPM, SWKS, GRMN.
Sold out of its positions in BOX, IBM, PG.
Peloton Wealth Strategists was a net seller of stock by $-2.6M.
Peloton Wealth Strategists has $252M in assets under management (AUM), dropping by 3.51%.
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 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Mastercard Incorporated Cl A Stock (MA)	3.3	$8.4M	-5%	17k	493.79	View chart
Thermo Fisher Scientific Stock (TMO)	3.2	$8.0M	-2%	13k	618.57	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.1	$7.9M	+4%	48k	165.85	View chart
Jpmorgan Chase & Co Stock (JPM)	3.1	$7.7M	-4%	37k	210.87	View chart
Amazon Stock (AMZN)	3.0	$7.5M	+6%	41k	186.32	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	3.0	$7.5M	+8%	292k	25.53	View chart
Microsoft Corp Stock (MSFT)	2.9	$7.3M	-3%	17k	430.27	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	2.8	$7.1M		284k	25.10	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	2.8	$7.1M	-2%	292k	24.37	View chart
Salesforce Stock (CRM)	2.7	$6.8M	+7%	25k	273.69	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.6	$6.5M		266k	24.30	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	2.5	$6.4M	+2%	273k	23.51	View chart
Unitedhealth Group Stock (UNH)	2.4	$6.0M		10k	584.66	View chart
Rtx Corporation Stock (RTX)	2.3	$5.7M	-12%	47k	121.15	View chart
Applied Matls Stock (AMAT)	2.2	$5.5M	+4%	27k	202.05	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	2.1	$5.3M	-3%	211k	25.21	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.8	$4.5M		3.5k	1273.14	View chart
Abbvie Stock (ABBV)	1.8	$4.4M	-9%	22k	197.50	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	1.7	$4.3M	+5%	194k	22.17	View chart
Amgen Stock (AMGN)	1.7	$4.3M	-30%	13k	322.18	View chart
Cummins Stock (CMI)	1.7	$4.2M	-4%	13k	323.79	View chart
Goldman Sachs Group Stock (GS)	1.7	$4.2M	-3%	8.5k	495.09	View chart
Pepsico Stock (PEP)	1.5	$3.9M	-6%	23k	170.07	View chart
Emerson Elec Stock (EMR)	1.5	$3.9M	+11%	35k	109.37	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	1.5	$3.8M	-3%	40k	95.90	View chart
Ishares S&p 100 Etf Etf (OEF)	1.5	$3.7M	-6%	13k	276.76	View chart
Chipotle Mexican Grill Stock (CMG)	1.4	$3.6M	-7%	63k	57.62	View chart
Best Buy Stock (BBY)	1.4	$3.6M	-4%	35k	103.31	View chart
Yeti Hldgs Stock (YETI)	1.4	$3.5M		86k	41.03	View chart
Garmin Stock (GRMN)	1.3	$3.3M	-8%	19k	176.04	View chart
Lululemon Athletica Stock (LULU)	1.3	$3.2M	+68%	12k	271.33	View chart
Home Depot Stock (HD)	1.3	$3.2M		7.8k	405.26	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	1.2	$3.1M	+23%	148k	21.22	View chart
Costco Whsl Corp Stock (COST)	1.2	$3.1M		3.5k	886.46	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.2	$3.1M	-5%	23k	136.35	View chart
Starbucks Corp Stock (SBUX)	1.1	$2.9M	-12%	30k	97.49	View chart
Truist Finl Corp Stock (TFC)	1.1	$2.9M	-2%	67k	42.77	View chart
Honeywell Intl Stock (HON)	1.1	$2.7M	-9%	13k	206.71	View chart
Johnson & Johnson Stock (JNJ)	1.0	$2.6M	-5%	16k	162.08	View chart
Trex Stock (TREX)	1.0	$2.6M	+3%	38k	66.57	View chart
Cisco Sys Stock (CSCO)	1.0	$2.5M	+12%	48k	53.23	View chart
Ishares Ibonds 2024 Term High Yield & Income Etf Etf (IBHD)	1.0	$2.4M	-2%	103k	23.29	View chart
Intuit Stock (INTU)	0.9	$2.3M	+769%	3.7k	620.87	View chart
S&p Global Stock (SPGI)	0.9	$2.2M		4.3k	516.73	View chart
Monster Beverage Corp Stock (MNST)	0.9	$2.2M	+22%	42k	52.17	View chart
Adobe Stock (ADBE)	0.8	$2.1M	+9%	4.1k	517.84	View chart
Zoetis Inc Cl A Stock (ZTS)	0.8	$1.9M	-2%	9.9k	195.34	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.8	$1.9M	-2%	39k	50.16	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.7	$1.9M	+5%	80k	23.18	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.7	$1.8M	+2%	14k	132.23	View chart
Generac Hldgs Stock (GNRC)	0.7	$1.8M	-2%	11k	158.84	View chart
Mcdonalds Corp Stock (MCD)	0.7	$1.8M		5.8k	304.48	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$1.8M		9.3k	189.77	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$1.6M	-3%	4.4k	353.49	View chart
Danaher Corporation Stock (DHR)	0.6	$1.5M	-4%	5.5k	278.06	View chart
Synopsys Stock (SNPS)	0.6	$1.5M	+221%	2.9k	506.42	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.5	$1.4M	+19%	6.6k	209.90	View chart
Align Technology Stock (ALGN)	0.5	$1.3M		5.3k	254.23	View chart
Devon Energy Corp Stock (DVN)	0.5	$1.2M	+17%	32k	39.11	View chart
Us Bancorp Del Stock (USB)	0.5	$1.2M	-2%	27k	45.73	View chart
Skyworks Solutions Stock (SWKS)	0.5	$1.2M	-23%	12k	98.74	View chart
Exelixis Stock (EXEL)	0.5	$1.2M	-2%	47k	25.95	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.2M	-3%	1.3k	886.10	View chart
Texas Pacific Land Corporation Stock (TPL)	0.4	$1.1M		1.3k	885.13	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.4	$1.1M	+7%	41k	25.71	View chart
Resmed Stock (RMD)	0.4	$1.0M	-4%	4.2k	244.21	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.4	$1.0M	+278%	2.2k	465.29	View chart
Medtronic Stock (MDT)	0.4	$956k	-11%	11k	90.02	View chart
Capital One Finl Corp Stock (COF)	0.3	$778k	NEW	5.2k	149.76	View chart
Keysight Technologies Stock (KEYS)	0.3	$770k	+4%	4.8k	158.93	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.3	$667k		25k	26.68	View chart
Nvidia Corporation Stock (NVDA)	0.3	$650k	-3%	5.4k	121.38	View chart
Five Below Stock (FIVE)	0.3	$647k	+7%	7.3k	88.39	View chart
Albemarle Corp Stock (ALB)	0.2	$619k	-19%	6.5k	94.65	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$598k	+7%	11k	52.65	View chart
Apple Stock (AAPL)	0.2	$550k		2.4k	233.15	View chart
Diamondback Energy Stock (FANG)	0.2	$529k	+13%	3.1k	172.31	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.2	$514k		20k	26.09	View chart
Aflac Stock (AFL)	0.2	$447k		4.0k	111.75	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$439k	+2%	765.00	573.86	View chart
Everest Group Stock (EG)	0.2	$415k	+48%	1.1k	391.51	View chart
Neurocrine Biosciences Stock (NBIX)	0.2	$405k	NEW	3.5k	115.22	View chart
Bio-techne Corp Stock (TECH)	0.1	$376k	+2%	4.7k	80.00	View chart
Valmont Inds Stock (VMI)	0.1	$373k	+10%	1.3k	289.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$360k		3.1k	117.11	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$333k	+8%	13k	25.62	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$314k	NEW	5.7k	55.58	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$303k		6.7k	44.99	View chart
4d Molecular Therapeutics Stock (FDMT)	0.1	$270k		25k	10.80	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$262k		10k	25.69	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$255k		10k	25.50	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$247k	-31%	3.7k	67.62	View chart
Fortinet Stock (FTNT)	0.1	$238k	NEW	3.1k	77.40	View chart

Past Filings by Peloton Wealth Strategists

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

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
Peloton Wealth Strategists 2021 Q4 filed Feb. 10, 2022
Peloton Wealth Strategists 2021 Q3 filed Nov. 15, 2021
Peloton Wealth Strategists 2021 Q2 filed Aug. 16, 2021
Peloton Wealth Strategists 2021 Q1 filed June 23, 2021

View all past filings

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