Peloton Wealth Strategists

Peloton Wealth Strategists as of March 31, 2022

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 83 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Thermo Fisher Scientific Stock (TMO) 4.0 $9.6M 16k 594.33
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.4 $8.2M 3.0k 2781.20
Mastercard Incorporated Cl A Stock (MA) 3.3 $8.0M 22k 360.58
Abbvie Stock (ABBV) 3.3 $7.8M 48k 162.11
Microsoft Corp Stock (MSFT) 2.9 $6.9M 22k 308.30
Raytheon Technologies Corp Stock (RTX) 2.7 $6.6M 66k 99.67
United Parcel Service Inc Cl B Stock (UPS) 2.7 $6.5M 30k 214.45
Ishares Ibonds Dec 2024 Term Corporate Etf Etf 2.6 $6.2M 247k 25.10
Box Inc Cl A Stock (BOX) 2.5 $6.0M 208k 29.06
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 2.5 $5.9M 233k 25.25
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.3 $5.6M 226k 24.65
Amgen Stock (AMGN) 2.3 $5.5M 23k 241.84
Jpmorgan Chase & Co Stock (JPM) 2.3 $5.4M 40k 136.31
Salesforce Stock (CRM) 2.2 $5.4M 25k 212.32
Westrock Stock (WRK) 2.2 $5.1M 110k 47.03
Unitedhealth Group Stock (UNH) 2.0 $4.9M 9.5k 515.33
Starbucks Corp Stock (SBUX) 2.0 $4.8M 53k 90.98
Lyondellbasell Industries N V Shs - A - Stock (LYB) 1.9 $4.6M 45k 102.81
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 1.9 $4.6M 184k 24.94
Yeti Hldgs Stock (YETI) 1.8 $4.3M 72k 59.98
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 1.8 $4.3M 163k 26.34
Disney Walt Stock (DIS) 1.8 $4.3M 31k 137.15
Ishares Ibonds Dec 2023 Term Corporate Etf Etf 1.7 $4.1M 163k 25.28
Amazon Stock (AMZN) 1.6 $3.9M 1.2k 3260.25
Pepsico Stock (PEP) 1.6 $3.8M 23k 167.39
Medtronic Stock (MDT) 1.6 $3.8M 34k 110.94
Ishares S&p 100 Etf Etf (OEF) 1.6 $3.8M 18k 208.50
Svb Financial Group Stock (SIVBQ) 1.5 $3.5M 6.3k 559.43
Ishares Ibonds Dec 2022 Term Corporate Etf Etf 1.5 $3.5M 139k 25.04
Truist Finl Corp Stock (TFC) 1.4 $3.5M 61k 56.69
Honeywell Intl Stock (HON) 1.4 $3.3M 17k 194.57
Cisco Sys Stock (CSCO) 1.3 $3.1M 56k 55.76
Cummins Stock (CMI) 1.3 $3.0M 15k 205.11
State Str Corp Stock (STT) 1.2 $3.0M 34k 87.11
Intuitive Surgical Stock (ISRG) 1.1 $2.8M 9.1k 301.67
Chipotle Mexican Grill Stock (CMG) 1.1 $2.7M 1.7k 1605.56
Skyworks Solutions Stock (SWKS) 1.1 $2.6M 20k 133.27
Applied Matls Stock (AMAT) 1.1 $2.6M 20k 131.79
Johnson & Johnson Stock (JNJ) 1.1 $2.5M 14k 177.24
Best Buy Stock (BBY) 1.0 $2.4M 27k 90.91
Prudential Finl Stock (PRU) 1.0 $2.4M 20k 118.18
B & G Foods Stock (BGS) 1.0 $2.4M 88k 26.98
Ishares Ibonds 2022 Term High Yield And Income Etf Etf 1.0 $2.3M 98k 24.09
Thor Inds Stock (THO) 0.9 $2.2M 28k 78.71
Ishares Ibonds 2023 Term High Yield And Income Etf Etf 0.9 $2.2M 91k 23.81
Trex Stock (TREX) 0.9 $2.2M 33k 65.32
Home Depot Stock (HD) 0.8 $2.0M 6.6k 299.28
Mcdonalds Corp Stock (MCD) 0.8 $1.9M 7.6k 247.24
Generac Hldgs Stock (GNRC) 0.8 $1.9M 6.3k 297.18
Monster Beverage Corp Stock (MNST) 0.7 $1.7M 22k 79.92
International Business Machs Stock (IBM) 0.7 $1.7M 13k 130.06
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.7 $1.7M 25k 66.32
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.7 $1.6M 16k 100.51
Ishares Russell 2000 Growth Etf Etf (IWO) 0.7 $1.6M 6.4k 255.81
Twilio Inc Cl A Stock (TWLO) 0.7 $1.6M 9.6k 164.80
Resmed Stock (RMD) 0.7 $1.6M 6.5k 242.49
Align Technology Stock (ALGN) 0.7 $1.6M 3.6k 435.99
Take-two Interactive Software Stock (TTWO) 0.6 $1.5M 9.8k 153.78
Sonos Stock (SONO) 0.6 $1.5M 52k 28.22
Marketaxess Hldgs Stock (MKTX) 0.6 $1.4M 4.1k 340.15
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.5 $1.3M 53k 24.51
Exelixis Stock (EXEL) 0.5 $1.3M 55k 22.66
Accenture Plc Ireland Shs Class A Stock (ACN) 0.5 $1.2M 3.6k 337.36
Stanley Black & Decker Stock (SWK) 0.4 $964k 6.9k 139.81
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf 0.4 $954k 37k 25.99
Zoetis Inc Cl A Stock (ZTS) 0.4 $922k 4.9k 188.55
Goldman Sachs Group Stock (GS) 0.3 $769k 2.3k 330.04
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.3 $746k 28k 26.64
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $667k 13k 51.70
Rocket Cos Inc Com Cl A Stock (RKT) 0.3 $651k 59k 11.12
Ishares Ibonds Dec 2023 Term Muni Bond Etf Etf 0.3 $642k 25k 25.48
Pfizer Stock (PFE) 0.2 $575k 11k 51.81
Costco Whsl Corp Stock (COST) 0.2 $489k 850.00 575.29
Apple Stock (AAPL) 0.2 $373k 2.1k 174.71
Ishares Ibonds Dec 2022 Term Muni Bond Etf Etf 0.1 $350k 14k 25.93
Aflac Stock (AFL) 0.1 $340k 5.3k 64.45
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $337k 13k 25.53
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $306k 12k 25.50
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $305k 12k 25.42
Spdr S&p 500 Etf Etf (SPY) 0.1 $273k 605.00 451.24
Fiserv Stock (FI) 0.1 $271k 2.7k 101.31
Lilly Eli & Co Stock (LLY) 0.1 $258k 900.00 286.67
Nvidia Corporation Stock (NVDA) 0.1 $240k 880.00 272.73