Peloton Wealth Strategists

Peloton Wealth Strategists as of March 31, 2025

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 92 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 3.8 $9.2M 363k 25.26
Mastercard Incorporated Cl A Stock (MA) 3.6 $8.7M 16k 548.12
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 3.4 $8.2M 340k 24.18
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 3.3 $7.8M 339k 23.13
Amazon Stock (AMZN) 3.3 $7.8M 41k 190.26
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 3.1 $7.4M 293k 25.15
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 3.0 $7.2M 298k 24.21
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.9 $7.0M 46k 154.64
Salesforce Stock (CRM) 2.6 $6.3M 24k 268.36
Thermo Fisher Scientific Stock (TMO) 2.6 $6.2M 13k 497.56
Jpmorgan Chase & Co Stock (JPM) 2.6 $6.2M 25k 245.29
Microsoft Corp Stock (MSFT) 2.6 $6.1M 16k 375.39
Rtx Corporation Stock (RTX) 2.5 $6.0M 45k 132.46
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 2.5 $5.9M 274k 21.72
Unitedhealth Group Stock (UNH) 2.3 $5.4M 10k 523.74
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 1.7 $4.1M 199k 20.75
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.7 $4.1M 3.3k 1234.52
Goldman Sachs Group Stock (GS) 1.7 $4.0M 7.4k 546.32
Lululemon Athletica Stock (LULU) 1.6 $3.9M 14k 283.03
Emerson Elec Stock (EMR) 1.6 $3.9M 35k 109.63
Vertex Pharmaceuticals Stock (VRTX) 1.6 $3.9M 8.0k 484.79
Cummins Stock (CMI) 1.6 $3.8M 12k 313.46
Applied Matls Stock (AMAT) 1.6 $3.8M 26k 145.11
Amgen Stock (AMGN) 1.5 $3.6M 12k 311.55
Costco Whsl Corp Stock (COST) 1.5 $3.5M 3.7k 945.72
Ishares S&p 100 Etf Etf (OEF) 1.5 $3.5M 13k 270.85
Abbvie Stock (ABBV) 1.3 $3.2M 15k 209.49
Pepsico Stock (PEP) 1.3 $3.2M 21k 149.92
Chipotle Mexican Grill Stock (CMG) 1.2 $2.9M 59k 50.21
Honeywell Intl Stock (HON) 1.2 $2.9M 14k 211.75
Freeport-mcmoran Inc Cl B Stock (FCX) 1.2 $2.8M 75k 37.86
Cisco Sys Stock (CSCO) 1.2 $2.8M 45k 61.71
Yeti Hldgs Stock (YETI) 1.1 $2.7M 82k 33.10
Intuit Stock (INTU) 1.1 $2.7M 4.4k 613.96
Monster Beverage Corp Stock (MNST) 1.1 $2.6M 44k 58.52
Best Buy Stock (BBY) 1.0 $2.5M 34k 73.61
Truist Finl Corp Stock (TFC) 1.0 $2.4M 59k 41.14
Uber Technologies Stock (UBER) 1.0 $2.3M 32k 72.87
Johnson & Johnson Stock (JNJ) 0.9 $2.3M 14k 165.85
S&p Global Stock (SPGI) 0.9 $2.2M 4.4k 508.18
Trex Stock (TREX) 0.9 $2.2M 38k 58.11
United Parcel Service Inc Cl B Stock (UPS) 0.9 $2.2M 20k 109.98
Adobe Stock (ADBE) 0.9 $2.1M 5.4k 383.56
Zoetis Inc Cl A Stock (ZTS) 0.9 $2.1M 13k 164.68
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.8 $2.0M 32k 63.54
Capital One Finl Corp Stock (COF) 0.8 $2.0M 11k 179.33
Starbucks Corp Stock (SBUX) 0.8 $2.0M 20k 98.11
Target Corp Stock (TGT) 0.8 $2.0M 19k 104.36
Veeva Sys Inc Cl A Stock (VEEV) 0.8 $1.9M 8.1k 231.68
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.7 $1.8M 14k 125.99
Home Depot Stock (HD) 0.7 $1.7M 4.7k 366.50
Mcdonalds Corp Stock (MCD) 0.7 $1.7M 5.3k 312.28
Neurocrine Biosciences Stock (NBIX) 0.7 $1.7M 15k 110.61
Ishares Russell 2000 Value Etf Etf (IWN) 0.7 $1.6M 10k 151.02
Citigroup Stock (C) 0.6 $1.5M 21k 70.99
Accenture Plc Ireland Shs Class A Stock (ACN) 0.6 $1.4M 4.4k 311.98
Synopsys Stock (SNPS) 0.6 $1.4M 3.2k 428.80
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.5 $1.3M 53k 24.99
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC) 0.5 $1.3M 26k 47.75
Us Bancorp Del Stock (USB) 0.5 $1.2M 29k 42.24
On Hldg Ag Namen Akt A Stock (ONON) 0.5 $1.2M 27k 43.90
Exelixis Stock (EXEL) 0.5 $1.2M 32k 36.91
Danaher Corporation Stock (DHR) 0.5 $1.1M 5.6k 204.98
Texas Pacific Land Corporation Stock (TPL) 0.5 $1.1M 863.00 1324.45
Medtronic Stock (MDT) 0.5 $1.1M 13k 89.87
Idexx Labs Stock (IDXX) 0.4 $1.1M 2.5k 419.82
Eli Lilly & Co Stock (LLY) 0.4 $918k 1.1k 826.28
Novo-nordisk A S Adr (NVO) 0.4 $880k 13k 69.40
Keysight Technologies Stock (KEYS) 0.3 $771k 5.1k 149.85
Devon Energy Corp Stock (DVN) 0.3 $765k 21k 37.41
Diamondback Energy Stock (FANG) 0.3 $707k 4.4k 159.95
Nvidia Corporation Stock (NVDA) 0.3 $642k 5.9k 108.32
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $621k 12k 52.36
Everest Group Stock (EG) 0.3 $604k 1.7k 363.20
Apple Stock (AAPL) 0.2 $579k 2.6k 222.09
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.2 $548k 21k 26.73
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.2 $527k 7.3k 72.02
E L F Beauty Stock (ELF) 0.2 $477k 7.6k 62.75
Aflac Stock (AFL) 0.2 $445k 4.0k 111.25
Fortinet Stock (FTNT) 0.2 $417k 4.3k 96.30
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $413k 738.00 559.62
Johnson Ctls Intl Stock (JCI) 0.2 $369k 4.6k 80.22
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $345k 3.3k 104.58
Bio-techne Corp Stock (TECH) 0.1 $335k 5.7k 58.67
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $329k 13k 25.31
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $324k 7.8k 41.81
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $281k 11k 25.55
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $253k 10k 25.30
Merchants Bancorp Ind Stock (MBIN) 0.1 $249k 6.7k 36.97
Hallador Energy Company Stock (HNRG) 0.1 $233k 19k 12.26
Chevron Corp Stock (CVX) 0.1 $233k 1.4k 167.63
4d Molecular Therapeutics Stock (FDMT) 0.0 $81k 25k 3.24