Peloton Wealth Strategists

Peloton Wealth Strategists as of Dec. 31, 2025

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 90 positions in its portfolio as reported in the December 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) 4.9 $13M 41k 313.00
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 3.9 $9.9M 391k 25.46
Amazon Stock (AMZN) 3.5 $9.0M 39k 230.82
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 3.4 $8.8M 376k 23.41
Mastercard Incorporated Cl A Stock (MA) 3.3 $8.5M 15k 570.91
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 3.3 $8.5M 350k 24.28
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 3.1 $7.9M 360k 22.07
Jpmorgan Chase & Co Stock (JPM) 2.9 $7.5M 23k 322.24
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.8 $7.3M 302k 24.23
Microsoft Corp Stock (MSFT) 2.8 $7.2M 15k 483.62
Thermo Fisher Scientific Stock (TMO) 2.7 $7.0M 12k 579.46
Rtx Corporation Stock (RTX) 2.3 $6.0M 33k 183.40
Salesforce Stock (CRM) 2.3 $6.0M 23k 264.91
Cummins Stock (CMI) 2.3 $5.8M 11k 510.47
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 2.0 $5.2M 246k 21.15
Goldman Sachs Group Stock (GS) 1.9 $4.9M 5.6k 878.96
Ishares S&p 100 Etf Etf (OEF) 1.7 $4.4M 13k 342.97
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.7 $4.3M 3.4k 1251.96
Applied Matls Stock (AMAT) 1.7 $4.3M 17k 256.99
Emerson Elec Stock (EMR) 1.6 $4.2M 32k 132.71
Freeport Mcmoran Inc Cl B Stock (FCX) 1.6 $4.2M 83k 50.79
Vertex Pharmaceuticals Stock (VRTX) 1.6 $4.1M 9.0k 453.32
Amgen Stock (AMGN) 1.5 $3.8M 12k 327.30
Uber Technologies Stock (UBER) 1.4 $3.7M 45k 81.72
Intuit Stock (INTU) 1.4 $3.6M 5.5k 662.48
Citigroup Stock (C) 1.4 $3.6M 31k 116.69
Nike Inc Cl B Stock (NKE) 1.4 $3.5M 55k 63.71
Cisco Sys Stock (CSCO) 1.3 $3.4M 44k 77.02
Novo-nordisk A S Adr (NVO) 1.2 $3.1M 61k 50.88
Abbvie Stock (ABBV) 1.2 $3.0M 13k 228.53
Capital One Finl Corp Stock (COF) 1.2 $3.0M 12k 242.37
Monster Beverage Corp Stock (MNST) 1.1 $2.9M 38k 76.66
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC) 1.1 $2.9M 43k 66.68
Airbnb Inc Com Cl A Stock (ABNB) 1.1 $2.9M 21k 135.73
Costco Wholesale Corporation Stock (COST) 1.1 $2.9M 3.3k 862.19
Pepsico Stock (PEP) 1.0 $2.7M 19k 143.51
D R Horton Stock (DHI) 0.9 $2.4M 17k 144.03
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 0.9 $2.4M 95k 25.53
Kimberly-clark Corp Stock (KMB) 0.9 $2.4M 24k 100.91
Truist Finl Corp Stock (TFC) 0.9 $2.4M 48k 49.20
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.9 $2.3M 29k 77.54
Vertiv Holdings Co Com Cl A Stock (VRT) 0.9 $2.3M 14k 161.98
Target Corp Stock (TGT) 0.9 $2.2M 23k 97.77
S&p Global Stock (SPGI) 0.9 $2.2M 4.2k 522.53
Accenture Plc Ireland Shs Class A Stock (ACN) 0.8 $2.0M 7.4k 268.32
Ishares Russell 2000 Value Etf Etf (IWN) 0.8 $2.0M 11k 181.22
Kinsale Cap Group Stock (KNSL) 0.8 $1.9M 5.0k 391.18
Best Buy Stock (BBY) 0.8 $1.9M 29k 66.92
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.7 $1.9M 14k 141.02
Neurocrine Biosciences Stock (NBIX) 0.7 $1.9M 14k 141.81
Idexx Labs Stock (IDXX) 0.7 $1.9M 2.8k 676.67
Garmin Stock (GRMN) 0.7 $1.9M 9.3k 202.90
Honeywell Intl Stock (HON) 0.7 $1.9M 9.5k 195.06
Johnson & Johnson Stock (JNJ) 0.7 $1.8M 8.6k 206.99
Intuitive Surgical Stock (ISRG) 0.7 $1.7M 3.0k 566.35
Slb Limited Com Stk Stock (SLB) 0.7 $1.7M 44k 38.38
Veeva Sys Inc Cl A Stock (VEEV) 0.6 $1.7M 7.4k 223.27
Mcdonalds Corp Stock (MCD) 0.6 $1.6M 5.3k 305.72
Starbucks Corp Stock (SBUX) 0.6 $1.5M 18k 84.22
Home Depot Stock (HD) 0.6 $1.5M 4.2k 344.19
Unitedhealth Group Stock (UNH) 0.5 $1.4M 4.1k 330.18
Medtronic Stock (MDT) 0.5 $1.3M 13k 96.05
Eli Lilly & Co Stock (LLY) 0.5 $1.3M 1.2k 1073.98
Danaher Corporation Stock (DHR) 0.4 $1.2M 5.1k 228.99
Zoetis Inc Cl A Stock (ZTS) 0.4 $1.2M 9.2k 125.85
Us Bancorp Stock (USB) 0.4 $1.1M 21k 53.38
Nvidia Corporation Stock (NVDA) 0.3 $851k 4.6k 186.50
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.3 $844k 11k 76.26
Manhattan Associates Stock (MANH) 0.3 $839k 4.8k 173.35
Apple Stock (AAPL) 0.3 $772k 2.8k 272.02
Adobe Stock (ADBE) 0.3 $772k 2.2k 350.11
Chipotle Mexican Grill Stock (CMG) 0.2 $629k 17k 37.00
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.2 $628k 12k 52.90
Hewlett Packard Enterprise Stock (HPE) 0.2 $577k 24k 24.03
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $509k 4.2k 120.08
Hallador Energy Company Stock (HNRG) 0.2 $457k 24k 19.04
Aflac Stock (AFL) 0.2 $441k 4.0k 110.25
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $332k 13k 25.54
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $320k 469.00 682.30
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $314k 1.0k 314.00
Texas Pacific Land Corporation Stock (TPL) 0.1 $302k 1.1k 287.62
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $282k 11k 25.64
Chevron Corporation Stock (CVX) 0.1 $262k 1.7k 152.15
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $254k 10k 25.40
Meta Platforms Inc Cl A Stock (META) 0.1 $241k 365.00 660.27
Tesla Stock (TSLA) 0.1 $229k 510.00 449.02
Steel Dynamics Stock (STLD) 0.1 $208k 1.2k 169.80
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $204k 406.00 502.46
Merchants Bancorp Ind Stock (MBIN) 0.1 $204k 6.0k 34.09
4d Molecular Therapeutics Stock (FDMT) 0.1 $188k 25k 7.52