Peloton Wealth Strategists

Peloton Wealth Strategists as of Dec. 31, 2021

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 89 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Stock (TMO) 4.4 $11M 16k 667.26
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.6 $8.9M 3.1k 2897.03
Mastercard Incorporated Cl A Stock (MA) 3.3 $8.2M 23k 359.33
Microsoft Corp Stock (MSFT) 3.1 $7.6M 23k 336.32
Abbvie Stock (ABBV) 2.6 $6.6M 49k 135.40
United Parcel Service Inc Cl B Stock (UPS) 2.6 $6.6M 31k 214.36
Jpmorgan Chase & Co Stock (JPM) 2.6 $6.5M 41k 158.36
Starbucks Corp Stock (SBUX) 2.5 $6.3M 54k 116.97
Salesforce Stock (CRM) 2.5 $6.1M 24k 254.15
Yeti Hldgs Stock (YETI) 2.4 $5.9M 71k 82.82
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP) 2.4 $5.9M 227k 25.93
Raytheon Technologies Corp Stock (RTX) 2.3 $5.7M 67k 86.06
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 2.3 $5.7M 214k 26.42
Palo Alto Networks Stock (PANW) 2.3 $5.6M 10k 556.72
Box Inc Cl A Stock (BOX) 2.2 $5.5M 211k 26.19
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.2 $5.4M 206k 26.07
Westrock Stock (WRK) 2.0 $4.9M 111k 44.36
Amgen Stock (AMGN) 2.0 $4.9M 22k 224.97
Unitedhealth Group Stock (UNH) 1.9 $4.8M 9.6k 502.14
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 1.8 $4.4M 155k 28.30
Svb Financial Group Stock (SIVBQ) 1.7 $4.3M 6.4k 678.32
Disney Walt Stock (DIS) 1.7 $4.3M 28k 154.89
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 1.7 $4.2M 163k 25.67
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 1.7 $4.1M 156k 26.56
Pepsico Stock (PEP) 1.6 $4.0M 23k 173.72
Ishares S&p 100 Etf Etf (OEF) 1.6 $3.9M 18k 219.13
Medtronic Stock (MDT) 1.5 $3.8M 37k 103.46
Thor Inds Stock (THO) 1.5 $3.7M 36k 103.76
Ishares Ibonds Dec 2022 Term Corporate Etf Etf 1.4 $3.6M 142k 25.14
Truist Finl Corp Stock (TFC) 1.4 $3.5M 61k 58.54
Trex Stock (TREX) 1.4 $3.5M 26k 135.04
Cisco Sys Stock (CSCO) 1.4 $3.5M 55k 63.38
Lyondellbasell Industries N V Shs - A - Stock (LYB) 1.4 $3.5M 38k 92.23
Intuitive Surgical Stock (ISRG) 1.3 $3.2M 9.0k 359.25
State Str Corp Stock (STT) 1.3 $3.2M 34k 93.01
Cummins Stock (CMI) 1.3 $3.1M 14k 218.11
Chipotle Mexican Grill Stock (CMG) 1.2 $3.1M 1.8k 1748.44
Skyworks Solutions Stock (SWKS) 1.1 $2.7M 17k 155.16
B & G Foods Stock (BGS) 1.1 $2.7M 88k 30.73
Honeywell Intl Stock (HON) 1.0 $2.6M 13k 208.48
Home Depot Stock (HD) 1.0 $2.5M 6.1k 414.95
Twilio Inc Cl A Stock (TWLO) 1.0 $2.5M 9.6k 263.34
Ishares Ibonds 2022 Term High Yield And Income Etf Etf 0.9 $2.3M 96k 24.11
Illumina Stock (ILMN) 0.8 $2.1M 5.5k 380.42
Pfizer Stock (PFE) 0.8 $2.1M 35k 59.04
Prudential Finl Stock (PRU) 0.8 $2.0M 19k 108.22
Mcdonalds Corp Stock (MCD) 0.8 $2.0M 7.3k 268.00
Take-two Interactive Software Stock (TTWO) 0.7 $1.8M 9.9k 177.73
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.7 $1.8M 24k 73.10
Amazon Stock (AMZN) 0.7 $1.7M 523.00 3334.61
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.7 $1.7M 15k 115.25
Ishares Russell 2000 Growth Etf Etf (IWO) 0.7 $1.7M 5.9k 292.99
Ishares Ibonds 2023 Term High Yield And Income Etf Etf 0.7 $1.7M 69k 24.41
Resmed Stock (RMD) 0.7 $1.6M 6.3k 260.49
Generac Hldgs Stock (GNRC) 0.7 $1.6M 4.7k 351.83
Marketaxess Hldgs Stock (MKTX) 0.6 $1.6M 3.9k 411.40
Sonos Stock (SONO) 0.6 $1.5M 51k 29.80
Ecolab Stock (ECL) 0.5 $1.3M 5.4k 234.63
Stanley Black & Decker Stock (SWK) 0.5 $1.3M 6.7k 188.57
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.5 $1.2M 45k 26.31
Monster Beverage Corp Stock (MNST) 0.5 $1.2M 12k 96.02
At&t Stock (T) 0.5 $1.1M 46k 24.61
International Business Machs Stock (IBM) 0.4 $1.1M 8.1k 133.70
Accenture Plc Ireland Shs Class A Stock (ACN) 0.4 $1.0M 2.5k 414.38
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM) 0.4 $984k 37k 26.81
Best Buy Stock (BBY) 0.4 $935k 9.2k 101.63
Unilever Adr (UL) 0.3 $807k 15k 53.80
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.3 $780k 28k 27.86
Spdr S&p 500 Etf Etf (SPY) 0.3 $684k 1.4k 475.00
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $674k 13k 53.88
Rocket Cos Inc Com Cl A Stock (RKT) 0.3 $670k 48k 14.01
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf 0.3 $653k 25k 25.91
Goldman Sachs Group Stock (GS) 0.3 $652k 1.7k 382.40
Meta Platforms Inc Cl A Stock (META) 0.2 $560k 1.7k 336.34
Costco Whsl Corp Stock (COST) 0.2 $511k 900.00 567.78
Cme Group Stock (CME) 0.2 $434k 1.9k 228.42
Apple Stock (AAPL) 0.2 $379k 2.1k 177.52
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $355k 13k 26.89
Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf 0.1 $352k 14k 26.07
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $327k 12k 27.25
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $324k 12k 27.00
Johnson & Johnson Stock (JNJ) 0.1 $309k 1.8k 170.91
Fiserv Stock (FI) 0.1 $278k 2.7k 103.93
Nvidia Corporation Stock (NVDA) 0.1 $259k 880.00 294.32
Aflac Stock (AFL) 0.1 $234k 4.0k 58.50
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $225k 4.3k 52.59
Merchants Bancorp Ind Stock (MBIN) 0.1 $225k 4.8k 47.37
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $217k 75.00 2893.33
Premier Financial Corp Stock (PFC) 0.1 $203k 6.6k 30.88