Peloton Wealth Strategists

Peloton Wealth Strategists as of Dec. 31, 2024

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 92 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon Stock (AMZN) 3.7 $9.2M 42k 219.39
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 3.6 $8.9M 47k 189.30
Mastercard Incorporated Cl A Stock (MA) 3.6 $8.8M 17k 526.58
Salesforce Stock (CRM) 3.4 $8.3M 25k 334.31
Jpmorgan Chase & Co Stock (JPM) 3.3 $8.2M 34k 239.70
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 3.2 $7.9M 319k 24.90
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 3.0 $7.4M 310k 23.96
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 3.0 $7.4M 296k 25.05
Microsoft Corp Stock (MSFT) 2.8 $7.1M 17k 421.50
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 2.8 $7.0M 306k 22.80
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.7 $6.7M 280k 24.07
Thermo Fisher Scientific Stock (TMO) 2.7 $6.7M 13k 520.24
Lululemon Athletica Stock (LULU) 2.2 $5.4M 14k 382.38
Rtx Corporation Stock (RTX) 2.1 $5.3M 46k 115.72
Unitedhealth Group Stock (UNH) 2.1 $5.1M 10k 505.85
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 2.0 $5.1M 237k 21.36
Goldman Sachs Group Stock (GS) 1.9 $4.8M 8.3k 572.58
Cummins Stock (CMI) 1.8 $4.5M 13k 348.57
Applied Matls Stock (AMAT) 1.8 $4.4M 27k 162.62
Emerson Elec Stock (EMR) 1.8 $4.4M 36k 123.94
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.7 $4.1M 3.4k 1219.31
Abbvie Stock (ABBV) 1.6 $4.0M 22k 177.70
Chipotle Mexican Grill Stock (CMG) 1.6 $3.9M 65k 60.30
Ishares S&p 100 Etf Etf (OEF) 1.5 $3.8M 13k 288.86
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 1.4 $3.5M 170k 20.35
Costco Whsl Corp Stock (COST) 1.4 $3.4M 3.7k 916.37
Pepsico Stock (PEP) 1.4 $3.4M 22k 152.05
Yeti Hldgs Stock (YETI) 1.3 $3.3M 87k 38.51
Honeywell Intl Stock (HON) 1.3 $3.2M 14k 225.89
Amgen Stock (AMGN) 1.2 $2.9M 11k 260.60
Best Buy Stock (BBY) 1.2 $2.9M 34k 85.79
United Parcel Service Inc Cl B Stock (UPS) 1.1 $2.8M 22k 126.08
Truist Finl Corp Stock (TFC) 1.1 $2.8M 64k 43.37
Intuit Stock (INTU) 1.1 $2.8M 4.4k 628.55
Cisco Sys Stock (CSCO) 1.1 $2.7M 46k 59.19
Trex Stock (TREX) 1.1 $2.7M 39k 69.02
Vertex Pharmaceuticals Stock (VRTX) 1.0 $2.4M 6.0k 402.72
Garmin Stock (GRMN) 1.0 $2.4M 12k 206.27
Monster Beverage Corp Stock (MNST) 0.9 $2.3M 44k 52.55
Johnson & Johnson Stock (JNJ) 0.9 $2.2M 15k 144.59
Starbucks Corp Stock (SBUX) 0.9 $2.2M 24k 91.23
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.9 $2.2M 29k 74.26
S&p Global Stock (SPGI) 0.9 $2.1M 4.3k 498.01
On Hldg Ag Namen Akt A Stock (ONON) 0.9 $2.1M 39k 54.77
Neurocrine Biosciences Stock (NBIX) 0.8 $1.9M 14k 136.52
Target Corp Stock (TGT) 0.8 $1.9M 14k 135.17
Capital One Finl Corp Stock (COF) 0.8 $1.9M 11k 178.35
Adobe Stock (ADBE) 0.7 $1.9M 4.2k 444.68
Home Depot Stock (HD) 0.7 $1.8M 4.7k 388.89
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.7 $1.8M 14k 129.34
Ishares Russell 1000 Value Etf Etf (IWD) 0.7 $1.7M 9.4k 185.12
Zoetis Inc Cl A Stock (ZTS) 0.7 $1.7M 11k 162.90
Schwab U.s. Reit Etf Etf (SCHH) 0.7 $1.7M 79k 21.05
Generac Hldgs Stock (GNRC) 0.7 $1.6M 10k 155.06
Veeva Sys Inc Cl A Stock (VEEV) 0.6 $1.6M 7.5k 210.19
Mcdonalds Corp Stock (MCD) 0.6 $1.6M 5.4k 289.83
Accenture Plc Ireland Shs Class A Stock (ACN) 0.6 $1.6M 4.4k 351.68
Exelixis Stock (EXEL) 0.6 $1.5M 45k 33.30
Synopsys Stock (SNPS) 0.6 $1.4M 2.9k 485.31
Us Bancorp Del Stock (USB) 0.5 $1.3M 28k 47.83
Danaher Corporation Stock (DHR) 0.5 $1.3M 5.7k 229.63
Texas Pacific Land Corporation Stock (TPL) 0.5 $1.2M 1.1k 1105.50
Freeport-mcmoran Inc Cl B Stock (FCX) 0.5 $1.1M 30k 38.07
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.4 $1.1M 45k 24.58
Medtronic Stock (MDT) 0.3 $864k 11k 79.85
Keysight Technologies Stock (KEYS) 0.3 $834k 5.2k 160.54
Eli Lilly & Co Stock (LLY) 0.3 $824k 1.1k 772.26
Nvidia Corporation Stock (NVDA) 0.3 $790k 5.9k 134.24
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC) 0.3 $787k 13k 62.71
Diamondback Energy Stock (FANG) 0.3 $745k 4.5k 163.92
Devon Energy Corp Stock (DVN) 0.3 $718k 22k 32.71
Apple Stock (AAPL) 0.3 $653k 2.6k 250.48
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $629k 12k 51.70
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.2 $546k 21k 26.63
Everest Group Stock (EG) 0.2 $536k 1.5k 362.16
Resmed Stock (RMD) 0.2 $509k 2.2k 228.76
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.2 $490k 6.0k 81.60
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $449k 766.00 586.16
Aflac Stock (AFL) 0.2 $414k 4.0k 103.50
Bio-techne Corp Stock (TECH) 0.2 $411k 5.7k 71.98
Fortinet Stock (FTNT) 0.2 $400k 4.2k 94.56
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $366k 3.2k 115.31
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $327k 13k 25.15
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $280k 11k 25.45
Rb Global Stock (RBA) 0.1 $257k 2.8k 90.33
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $251k 10k 25.10
Merchants Bancorp Ind Stock (MBIN) 0.1 $246k 6.7k 36.53
Johnson Ctls Intl Stock (JCI) 0.1 $245k 3.1k 79.03
Idexx Labs Stock (IDXX) 0.1 $232k 560.00 414.29
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.1 $226k 3.7k 60.87
Hallador Energy Company Stock (HNRG) 0.1 $218k 19k 11.47
4d Molecular Therapeutics Stock (FDMT) 0.1 $139k 25k 5.56