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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, CRM, GOOGL, MSFT, and represent 15.23% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: IWS, IWD, IBDW, IBDX, IBDS, COST, VEEV, DHR, IBDU, IBDT.
Started 9 new stock positions in SCZ, IBDX, IWS, MBIN, VEEV, IWD, FANG, IJR, INTU.
Reduced shares in these 10 stocks: Ishares Tr ibonds 23 trm hg, Ishares Tr ibnd dec23 etf, IWF, IWP, PRU, DIS, ALGN, Ishares Tr Ibonds Dec2023 etf, UPS, IBDP.
Sold out of its positions in DIS, Ishares Tr ibnd dec23 etf, Ishares Tr Ibonds Dec2023 etf, Ishares Tr ibonds 23 trm hg.
Peloton Wealth Strategists was a net seller of stock by $-5.9M.
Peloton Wealth Strategists has $231M in assets under management (AUM), dropping by 6.47%.
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 December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Mastercard Incorporated Cl A Stock (MA)	3.4	$7.8M		18k	426.51	View chart
Thermo Fisher Scientific Stock (TMO)	3.2	$7.4M		14k	530.78	View chart
Salesforce Stock (CRM)	2.9	$6.7M	-2%	25k	263.16	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.9	$6.6M	-3%	48k	139.70	View chart
Microsoft Corp Stock (MSFT)	2.9	$6.6M	-2%	18k	376.06	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	2.9	$6.6M	+4%	267k	24.76	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	2.8	$6.6M	+12%	275k	23.93	View chart
Jpmorgan Chase & Co Stock (JPM)	2.8	$6.5M	-4%	38k	170.09	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	2.6	$6.1M	+7%	244k	25.09	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.6	$6.0M	+2%	252k	23.90	View chart
Amazon Stock (AMZN)	2.5	$5.8M		38k	151.95	View chart
Amgen Stock (AMGN)	2.5	$5.8M	-3%	20k	288.04	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	2.4	$5.5M	-5%	221k	24.91	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	2.3	$5.3M	+8%	231k	23.07	View chart
Unitedhealth Group Stock (UNH)	2.1	$4.9M		9.3k	526.48	View chart
Rtx Corporation Stock (RTX)	2.0	$4.5M	-4%	54k	84.15	View chart
Yeti Hldgs Stock (YETI)	1.9	$4.5M		86k	51.79	View chart
Applied Matls Stock (AMAT)	1.9	$4.5M		28k	162.07	View chart
Box Inc Cl A Stock (BOX)	1.9	$4.4M	-3%	171k	25.61	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.8	$4.2M		3.5k	1205.22	View chart
Pepsico Stock (PEP)	1.8	$4.2M	+5%	25k	169.86	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	1.7	$3.9M	-2%	42k	95.08	View chart
Abbvie Stock (ABBV)	1.7	$3.9M	-7%	25k	154.97	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.7	$3.8M	-10%	24k	157.21	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	1.5	$3.5M	+11%	160k	21.64	View chart
Ishares S&p 100 Etf Etf (OEF)	1.5	$3.4M	-7%	15k	223.42	View chart
Goldman Sachs Group Stock (GS)	1.5	$3.4M	+5%	8.7k	385.78	View chart
Chipotle Mexican Grill Stock (CMG)	1.4	$3.3M		1.5k	2286.70	View chart
Starbucks Corp Stock (SBUX)	1.4	$3.3M	-5%	34k	96.02	View chart
Cummins Stock (CMI)	1.4	$3.3M	-3%	14k	239.57	View chart
Trex Stock (TREX)	1.4	$3.2M		39k	82.78	View chart
Honeywell Intl Stock (HON)	1.3	$3.0M	-2%	14k	209.70	View chart
Emerson Elec Stock (EMR)	1.3	$3.0M	+2%	31k	97.32	View chart
Garmin Stock (GRMN)	1.3	$2.9M		23k	128.52	View chart
Best Buy Stock (BBY)	1.2	$2.8M	-2%	36k	78.28	View chart
Home Depot Stock (HD)	1.2	$2.8M		8.1k	346.61	View chart
Johnson & Johnson Stock (JNJ)	1.1	$2.6M	-3%	16k	156.76	View chart
Lululemon Athletica Stock (LULU)	1.1	$2.5M	+16%	4.8k	511.37	View chart
Truist Finl Corp Stock (TFC)	1.0	$2.4M	+4%	65k	36.92	View chart
Ishares Ibonds 2024 Term High Yield & Income Etf Etf (IBHD)	1.0	$2.4M	+19%	104k	23.21	View chart
Cisco Sys Stock (CSCO)	0.9	$2.2M		43k	50.52	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.9	$2.1M	+192%	103k	20.77	View chart
Monster Beverage Corp Stock (MNST)	0.9	$2.1M		36k	57.61	View chart
Costco Whsl Corp Stock (COST)	0.9	$2.1M	+32%	3.1k	660.04	View chart
International Business Machs Stock (IBM)	0.9	$2.0M	-6%	12k	163.52	View chart
Zoetis Inc Cl A Stock (ZTS)	0.8	$1.9M	+5%	9.8k	197.38	View chart
Skyworks Solutions Stock (SWKS)	0.8	$1.9M	-14%	17k	112.41	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.7	$1.7M		4.9k	351.01	View chart
Adobe Stock (ADBE)	0.7	$1.7M	+33%	2.8k	596.43	View chart
Mcdonalds Corp Stock (MCD)	0.7	$1.7M	-8%	5.6k	296.53	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.7	$1.7M	-2%	80k	20.70	View chart
S&p Global Stock (SPGI)	0.7	$1.5M	+19%	3.5k	440.60	View chart
Generac Hldgs Stock (GNRC)	0.7	$1.5M	+7%	12k	129.22	View chart
Align Technology Stock (ALGN)	0.6	$1.5M	-24%	5.5k	274.04	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.6	$1.5M	NEW	13k	116.31	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.6	$1.4M	NEW	8.8k	165.22	View chart
Medtronic Stock (MDT)	0.6	$1.4M	-11%	17k	82.39	View chart
Devon Energy Corp Stock (DVN)	0.6	$1.3M	-14%	29k	45.29	View chart
Danaher Corporation Stock (DHR)	0.5	$1.3M	+54%	5.5k	231.33	View chart
Us Bancorp Del Stock (USB)	0.5	$1.2M	-14%	27k	43.27	View chart
Exelixis Stock (EXEL)	0.5	$1.1M	-8%	47k	23.99	View chart
Resmed Stock (RMD)	0.5	$1.1M	-2%	6.2k	172.03	View chart
Albemarle Corp Stock (ALB)	0.4	$977k	+18%	6.8k	144.42	View chart
Five Below Stock (FIVE)	0.4	$927k	+40%	4.4k	213.10	View chart
Prudential Finl Stock (PRU)	0.4	$876k	-56%	8.5k	103.67	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.3	$798k	+19%	30k	26.98	View chart
Keysight Technologies Stock (KEYS)	0.3	$783k	-7%	4.9k	159.15	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.3	$732k	NEW	29k	25.24	View chart
Eli Lilly & Co Stock (LLY)	0.3	$702k		1.2k	582.57	View chart
Masimo Corp Stock (MASI)	0.3	$697k	-30%	6.0k	117.14	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.3	$664k		25k	26.56	View chart
Sonos Stock (SONO)	0.3	$648k	-16%	38k	17.14	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$559k	+15%	11k	51.30	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.2	$511k	-13%	20k	25.94	View chart
Apple Stock (AAPL)	0.2	$510k	-4%	2.6k	192.53	View chart
4d Molecular Therapeutics Stock (FDMT)	0.2	$507k		25k	20.28	View chart
Marketaxess Hldgs Stock (MKTX)	0.2	$479k	-9%	1.6k	292.97	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.2	$460k	NEW	2.4k	192.47	View chart
Diamondback Energy Stock (FANG)	0.2	$419k	NEW	2.7k	155.19	View chart
Pfizer Stock (PFE)	0.2	$355k	+3%	12k	28.81	View chart
Texas Pacific Land Corporation Stock (TPL)	0.2	$352k	+55%	224.00	1571.43	View chart
Aflac Stock (AFL)	0.1	$330k	-7%	4.0k	82.50	View chart
Nvidia Corporation Stock (NVDA)	0.1	$324k	-29%	654.00	495.41	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$307k		12k	25.58	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$304k	NEW	2.8k	108.22	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$303k	NEW	7.1k	42.53	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$302k	NEW	4.9k	62.00	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$295k		620.00	475.81	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$260k		10k	25.49	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$254k		10k	25.40	View chart
Intuit Stock (INTU)	0.1	$248k	NEW	397.00	624.69	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$240k	-86%	793.00	302.65	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$218k	-87%	2.1k	104.26	View chart

Past Filings by Peloton Wealth Strategists

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

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
Peloton Wealth Strategists 2020 Q4 filed Feb. 17, 2021
Peloton Wealth Strategists 2020 Q3 filed Nov. 17, 2020
Peloton Wealth Strategists 2020 Q2 filed Aug. 13, 2020

View all past filings

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