Peloton Wealth Strategists

Peloton Wealth Strategists as of Sept. 30, 2025

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.0 $10M 42k 243.11
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 3.7 $9.3M 365k 25.52
Amazon Stock (AMZN) 3.4 $8.8M 40k 219.58
Mastercard Incorporated Cl A Stock (MA) 3.4 $8.5M 15k 568.84
Microsoft Corp Stock (MSFT) 3.3 $8.3M 16k 517.96
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 3.2 $8.3M 339k 24.34
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 3.2 $8.0M 342k 23.47
Jpmorgan Chase & Co Stock (JPM) 3.1 $7.8M 25k 315.42
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.9 $7.4M 304k 24.30
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 2.8 $7.0M 280k 25.19
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 2.6 $6.6M 296k 22.15
Rtx Corporation Stock (RTX) 2.4 $6.0M 36k 167.33
Thermo Fisher Scientific Stock (TMO) 2.3 $5.9M 12k 485.05
Salesforce Stock (CRM) 2.2 $5.7M 24k 236.99
Goldman Sachs Group Stock (GS) 2.1 $5.3M 6.6k 796.38
Cummins Stock (CMI) 2.0 $5.1M 12k 422.41
Applied Matls Stock (AMAT) 1.8 $4.7M 23k 204.72
Emerson Elec Stock (EMR) 1.8 $4.5M 34k 131.18
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.7 $4.3M 3.4k 1279.94
Uber Technologies Stock (UBER) 1.7 $4.3M 44k 97.97
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 1.7 $4.3M 201k 21.22
Ishares S&p 100 Etf Etf (OEF) 1.6 $4.2M 13k 332.85
Unitedhealth Group Stock (UNH) 1.5 $3.7M 11k 345.32
Costco Whsl Corp Stock (COST) 1.3 $3.4M 3.7k 925.74
Amgen Stock (AMGN) 1.3 $3.3M 12k 282.17
Citigroup Stock (C) 1.3 $3.2M 31k 101.50
Abbvie Stock (ABBV) 1.2 $3.1M 14k 231.57
Cisco Sys Stock (CSCO) 1.2 $3.1M 45k 68.42
Vertex Pharmaceuticals Stock (VRTX) 1.2 $3.1M 7.9k 391.62
Freeport-mcmoran Inc Cl B Stock (FCX) 1.2 $3.0M 77k 39.22
Intuit Stock (INTU) 1.2 $2.9M 4.3k 682.95
Pepsico Stock (PEP) 1.2 $2.9M 21k 140.46
Monster Beverage Corp Stock (MNST) 1.1 $2.7M 41k 67.31
Capital One Finl Corp Stock (COF) 1.0 $2.6M 12k 212.59
Best Buy Stock (BBY) 1.0 $2.5M 34k 75.61
Truist Finl Corp Stock (TFC) 1.0 $2.5M 55k 45.72
Yeti Hldgs Stock (YETI) 1.0 $2.4M 73k 33.17
Target Corp Stock (TGT) 0.9 $2.4M 27k 89.69
Veeva Sys Inc Cl A Stock (VEEV) 0.9 $2.3M 7.9k 297.96
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC) 0.9 $2.3M 34k 67.91
Chipotle Mexican Grill Stock (CMG) 0.9 $2.2M 57k 39.18
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.8 $2.1M 27k 76.71
Novo-nordisk A S Adr (NVO) 0.8 $2.0M 37k 55.48
Honeywell Intl Stock (HON) 0.8 $2.0M 9.7k 210.51
Adobe Stock (ADBE) 0.8 $2.0M 5.7k 352.73
Johnson & Johnson Stock (JNJ) 0.8 $2.0M 11k 185.40
S&p Global Stock (SPGI) 0.8 $2.0M 4.1k 486.66
Neurocrine Biosciences Stock (NBIX) 0.8 $1.9M 14k 140.41
Home Depot Stock (HD) 0.7 $1.9M 4.7k 405.25
Ishares Russell 2000 Value Etf Etf (IWN) 0.7 $1.9M 11k 176.82
United Parcel Service Inc Cl B Stock (UPS) 0.7 $1.9M 23k 83.53
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.7 $1.9M 13k 139.68
Idexx Labs Stock (IDXX) 0.7 $1.8M 2.9k 639.05
Zoetis Inc Cl A Stock (ZTS) 0.7 $1.8M 13k 146.31
Trex Stock (TREX) 0.6 $1.6M 32k 51.67
Mcdonalds Corp Stock (MCD) 0.6 $1.6M 5.4k 303.91
Starbucks Corp Stock (SBUX) 0.6 $1.6M 19k 84.58
Airbnb Inc Com Cl A Stock (ABNB) 0.6 $1.6M 13k 121.40
Lululemon Athletica Stock (LULU) 0.6 $1.5M 8.5k 177.96
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.6 $1.4M 56k 25.62
Us Bancorp Del Stock (USB) 0.5 $1.4M 29k 48.32
Vertiv Holdings Co Com Cl A Stock (VRT) 0.5 $1.3M 8.7k 150.86
Slb Limited Com Stk Stock (SLB) 0.5 $1.3M 38k 34.36
Synopsys Stock (SNPS) 0.5 $1.3M 2.6k 493.33
Accenture Plc Ireland Shs Class A Stock (ACN) 0.5 $1.3M 5.2k 246.61
Medtronic Stock (MDT) 0.5 $1.2M 13k 95.21
Danaher Corporation Stock (DHR) 0.4 $1.1M 5.5k 198.17
Kinsale Cap Group Stock (KNSL) 0.4 $1.1M 2.5k 425.21
Nvidia Corporation Stock (NVDA) 0.4 $1.1M 5.7k 186.66
Manhattan Associates Stock (MANH) 0.4 $985k 4.8k 204.99
Eli Lilly & Co Stock (LLY) 0.3 $862k 1.1k 762.83
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.3 $819k 8.2k 99.84
Texas Pacific Land Corporation Stock (TPL) 0.3 $759k 813.00 933.58
Apple Stock (AAPL) 0.3 $664k 2.6k 254.60
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $598k 11k 53.00
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN) 0.2 $549k 21k 26.78
Intuitive Surgical Stock (ISRG) 0.2 $535k 1.2k 447.32
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $472k 709.00 665.73
Aflac Stock (AFL) 0.2 $447k 4.0k 111.75
Hallador Energy Company Stock (HNRG) 0.1 $372k 19k 19.58
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $355k 3.0k 118.97
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $333k 13k 25.62
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $282k 11k 25.64
Tesla Stock (TSLA) 0.1 $256k 575.00 445.22
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $255k 10k 25.50
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $244k 1.0k 244.00
Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $222k 2.5k 87.09
Chevron Corp Stock (CVX) 0.1 $221k 1.4k 155.41
4d Molecular Therapeutics Stock (FDMT) 0.1 $217k 25k 8.68
Meta Platforms Inc Cl A Stock (META) 0.1 $213k 290.00 734.48
Hewlett Packard Enterprise Stock (HPE) 0.1 $207k 8.4k 24.61
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $201k 335.00 600.00
Merchants Bancorp Ind Stock (MBIN) 0.1 $200k 6.3k 31.77