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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, MSFT, GOOGL, JPM, and represent 15.57% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: EMR, SPGI, IBDU, IBDV, KEYS, ONON, LULU, IBDT, IBDW, IBDQ.
Started 4 new stock positions in ONON, SPGI, IBDW, LULU.
Reduced shares in these 10 stocks: SBUX, SWK, MSFT, TTWO, CMG, MA, UPS, ABBV, FDMT, TPL.
Sold out of its positions in FDMT, SWK, TTWO, TPL.
Peloton Wealth Strategists was a net buyer of stock by $1.3M.
Peloton Wealth Strategists has $226M in assets under management (AUM), dropping by 3.24%.
Central Index Key (CIK): 0001080132

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Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 88 positions in its portfolio as reported in the June 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	-4%	20k	393.30	View chart
Thermo Fisher Scientific Stock (TMO)	3.4	$7.6M	-2%	15k	521.75	View chart
Microsoft Corp Stock (MSFT)	3.1	$6.9M	-5%	20k	340.53	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.0	$6.8M		57k	119.70	View chart
Jpmorgan Chase & Co Stock (JPM)	2.7	$6.1M		42k	145.45	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	2.6	$6.0M	+5%	245k	24.38	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	2.6	$5.9M		239k	24.62	View chart
Salesforce Stock (CRM)	2.5	$5.6M		27k	211.26	View chart
Rtx Corporation Stock (RTX)	2.5	$5.6M	-4%	57k	97.96	View chart
Abbvie Stock (ABBV)	2.5	$5.6M	-4%	42k	134.73	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.4	$5.5M	+2%	234k	23.47	View chart
Box Inc Cl A Stock (BOX)	2.4	$5.4M	-4%	184k	29.38	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	2.3	$5.2M	+5%	222k	23.48	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	2.2	$5.0M	+8%	205k	24.50	View chart
United Parcel Service Inc Cl B Stock (UPS)	2.2	$5.0M	-6%	28k	179.26	View chart
Amgen Stock (AMGN)	2.1	$4.7M	-3%	21k	222.02	View chart
Amazon Stock (AMZN)	2.0	$4.6M	+3%	35k	130.35	View chart
Unitedhealth Group Stock (UNH)	1.9	$4.3M		9.0k	480.67	View chart
Applied Matls Stock (AMAT)	1.9	$4.2M		29k	144.54	View chart
Pepsico Stock (PEP)	1.8	$4.0M		22k	185.22	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	1.8	$4.0M		44k	91.82	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	1.8	$4.0M	+18%	177k	22.45	View chart
Starbucks Corp Stock (SBUX)	1.7	$3.8M	-21%	38k	99.07	View chart
Ishares Ibonds 2023 Term High Yield & Income Etf Etf (IBHC)	1.6	$3.7M		157k	23.63	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.6	$3.6M		3.1k	1171.67	View chart
Ishares Ibonds Dec 2023 Term Corporate Etf Etf (IBDO)	1.6	$3.6M		143k	25.29	View chart
Ishares S&p 100 Etf Etf (OEF)	1.5	$3.5M		17k	207.06	View chart
Cummins Stock (CMI)	1.5	$3.5M		14k	245.19	View chart
Yeti Hldgs Stock (YETI)	1.5	$3.3M	+2%	86k	38.84	View chart
Honeywell Intl Stock (HON)	1.5	$3.3M		16k	207.53	View chart
Chipotle Mexican Grill Stock (CMG)	1.5	$3.3M	-9%	1.5k	2138.98	View chart
Best Buy Stock (BBY)	1.3	$3.0M	-2%	37k	81.94	View chart
Cisco Sys Stock (CSCO)	1.3	$2.9M		57k	51.74	View chart
Medtronic Stock (MDT)	1.3	$2.9M		33k	88.09	View chart
Johnson & Johnson Stock (JNJ)	1.2	$2.7M		17k	165.53	View chart
Trex Stock (TREX)	1.2	$2.7M	-6%	41k	65.56	View chart
Westrock Stock (WRK)	1.1	$2.5M	-3%	87k	29.06	View chart
Monster Beverage Corp Stock (MNST)	1.1	$2.4M	-3%	42k	57.44	View chart
Home Depot Stock (HD)	1.1	$2.4M		7.6k	310.65	View chart
Skyworks Solutions Stock (SWKS)	1.0	$2.4M	+3%	21k	110.70	View chart
State Str Corp Stock (STT)	1.0	$2.3M		32k	73.18	View chart
Mcdonalds Corp Stock (MCD)	1.0	$2.3M		7.7k	298.37	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	1.0	$2.2M	+38%	104k	21.20	View chart
Garmin Stock (GRMN)	1.0	$2.2M	+14%	21k	104.27	View chart
Align Technology Stock (ALGN)	0.9	$2.1M		6.0k	353.60	View chart
Thor Inds Stock (THO)	0.9	$2.0M	-4%	19k	103.52	View chart
Truist Finl Corp Stock (TFC)	0.8	$1.8M	+8%	61k	30.35	View chart
Prudential Finl Stock (PRU)	0.8	$1.8M	-2%	20k	88.23	View chart
International Business Machs Stock (IBM)	0.8	$1.8M		13k	133.81	View chart
Emerson Elec Stock (EMR)	0.8	$1.7M	+458%	19k	90.37	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.7	$1.7M	-4%	6.1k	275.16	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.7	$1.6M		17k	96.63	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.7	$1.6M	+9%	83k	19.53	View chart
Masimo Corp Stock (MASI)	0.7	$1.6M		9.6k	164.50	View chart
Ishares Ibonds 2024 Term High Yield & Income Etf Etf (IBHD)	0.7	$1.5M	+9%	67k	23.07	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.7	$1.5M	-2%	4.8k	308.64	View chart
Generac Hldgs Stock (GNRC)	0.6	$1.4M	+9%	9.6k	149.14	View chart
Resmed Stock (RMD)	0.6	$1.4M	+2%	6.4k	218.48	View chart
Zoetis Inc Cl A Stock (ZTS)	0.6	$1.4M		8.0k	172.22	View chart
Exelixis Stock (EXEL)	0.5	$1.2M		61k	19.11	View chart
Goldman Sachs Group Stock (GS)	0.5	$1.1M	+17%	3.5k	322.46	View chart
Devon Energy Corp Stock (DVN)	0.5	$1.1M	+3%	22k	48.36	View chart
Sonos Stock (SONO)	0.5	$1.0M	+2%	64k	16.33	View chart
Disney Walt Stock (DIS)	0.4	$989k	-11%	11k	89.26	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.4	$868k		34k	25.76	View chart
Us Bancorp Del Stock (USB)	0.4	$844k		26k	33.03	View chart
S&p Global Stock (SPGI)	0.4	$825k	NEW	2.1k	401.07	View chart
Keysight Technologies Stock (KEYS)	0.3	$744k	+182%	4.4k	167.38	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.3	$658k		25k	26.32	View chart
B & G Foods Stock (BGS)	0.3	$578k	-3%	42k	13.91	View chart
Costco Whsl Corp Stock (COST)	0.3	$576k		1.1k	538.32	View chart
Eli Lilly & Co Stock (LLY)	0.2	$565k		1.2k	469.27	View chart
Marketaxess Hldgs Stock (MKTX)	0.2	$493k		1.9k	261.54	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.2	$473k	NEW	14k	33.03	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$469k	-7%	9.3k	50.18	View chart
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf (IBML)	0.2	$464k		18k	25.49	View chart
Apple Stock (AAPL)	0.2	$454k	-8%	2.3k	194.10	View chart
Lululemon Athletica Stock (LULU)	0.2	$435k	NEW	1.2k	378.26	View chart
Nvidia Corporation Stock (NVDA)	0.2	$372k		880.00	422.73	View chart
Pfizer Stock (PFE)	0.1	$328k	-6%	9.0k	36.63	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.1	$328k	NEW	16k	20.25	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$302k		12k	25.17	View chart
Aflac Stock (AFL)	0.1	$302k		4.3k	69.83	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$270k		610.00	442.62	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$257k		10k	25.20	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$251k		10k	25.10	View chart
Rocket Cos Inc Com Cl A Stock (RKT)	0.1	$198k	-36%	22k	8.97	View chart
Premier Financial Corp Stock (PFC)	0.1	$165k		10k	16.03	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 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
Peloton Wealth Strategists 2020 Q1 filed May 15, 2020
Peloton Wealth Strategists 2019 Q4 filed Feb. 14, 2020
Peloton Wealth Strategists 2019 Q3 filed Nov. 13, 2019

View all past filings

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