Peloton Wealth Strategists

Peloton Wealth Strategists as of March 31, 2026

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 4.6 $11M 40k 287.56
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 4.1 $10M 399k 25.33
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 3.7 $9.2M 394k 23.26
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 3.4 $8.5M 352k 24.24
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 3.3 $8.2M 375k 21.89
Amazon Stock (AMZN) 3.3 $8.1M 39k 208.26
Mastercard Incorporated Cl A Stock (MA) 2.9 $7.3M 15k 499.66
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.9 $7.3M 299k 24.24
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 2.6 $6.4M 307k 20.93
Jpmorgan Chase & Co Stock (JPM) 2.6 $6.3M 22k 294.14
Rtx Corporation Stock (RTX) 2.5 $6.2M 32k 192.89
Cummins Stock (CMI) 2.3 $5.7M 11k 537.98
Microsoft Corp Stock (MSFT) 2.2 $5.4M 15k 370.20
Vertiv Holdings Co Com Cl A Stock (VRT) 2.1 $5.3M 21k 250.59
Freeport Mcmoran Inc Cl B Stock (FCX) 2.1 $5.2M 89k 58.78
Thermo Fisher Scientific Stock (TMO) 1.8 $4.5M 9.2k 491.54
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.8 $4.3M 3.6k 1191.50
Goldman Sachs Group Stock (GS) 1.7 $4.1M 4.9k 846.01
Emerson Elec Stock (EMR) 1.7 $4.1M 31k 131.01
Vertex Pharmaceuticals Stock (VRTX) 1.7 $4.1M 9.1k 446.50
Amgen Stock (AMGN) 1.6 $4.0M 11k 351.85
Ishares S&p 100 Etf Etf (OEF) 1.6 $3.9M 12k 318.03
Uber Technologies Stock (UBER) 1.4 $3.5M 49k 71.92
Kimberly-clark Corp Stock (KMB) 1.4 $3.5M 36k 96.46
Cisco Sys Stock (CSCO) 1.4 $3.4M 44k 77.59
Capital One Finl Corp Stock (COF) 1.4 $3.4M 19k 182.40
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 1.4 $3.4M 134k 25.27
Citigroup Stock (C) 1.4 $3.4M 30k 113.41
D R Horton Stock (DHI) 1.4 $3.3M 24k 137.21
Costco Wholesale Corporation Stock (COST) 1.3 $3.3M 3.3k 996.32
Nike Inc Cl B Stock (NKE) 1.3 $3.2M 61k 52.83
Salesforce Stock (CRM) 1.3 $3.2M 17k 186.65
Target Corp Stock (TGT) 1.2 $3.0M 24k 121.20
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC) 1.2 $2.9M 44k 64.52
Netflix Stock (NFLX) 1.1 $2.8M 30k 96.14
Abbvie Stock (ABBV) 1.1 $2.8M 13k 217.49
Airbnb Inc Com Cl A Stock (ABNB) 1.1 $2.8M 22k 126.28
Novo-nordisk A S Adr (NVO) 1.1 $2.8M 75k 36.75
Zoetis Inc Cl A Stock (ZTS) 1.1 $2.7M 23k 118.20
Monster Beverage Corp Stock (MNST) 1.1 $2.6M 36k 72.46
Applied Matls Stock (AMAT) 1.0 $2.6M 7.5k 341.84
Pepsico Stock (PEP) 1.0 $2.5M 16k 155.30
Garmin Stock (GRMN) 1.0 $2.5M 11k 231.97
Intuitive Surgical Stock (ISRG) 1.0 $2.5M 5.5k 460.92
Slb Limited Com Stk Stock (SLB) 1.0 $2.4M 46k 51.39
Steris Plc Shs Usd Stock (STE) 0.9 $2.3M 10k 221.10
Accenture Plc Ireland Shs Class A Stock (ACN) 0.9 $2.2M 11k 198.28
Honeywell Intl Stock 0.9 $2.1M 9.5k 225.99
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.8 $2.0M 14k 145.72
Intuit Stock (INTU) 0.8 $2.0M 4.5k 432.47
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.8 $1.9M 15k 128.11
Neurocrine Biosciences Stock (NBIX) 0.7 $1.8M 13k 131.76
S&p Global Stock (SPGI) 0.7 $1.7M 4.0k 425.44
Mcdonalds Corp Stock (MCD) 0.7 $1.7M 5.3k 310.78
Medtronic Stock (MDT) 0.6 $1.5M 17k 86.67
Arista Networks Stock (ANET) 0.6 $1.5M 12k 122.76
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.6 $1.5M 25k 59.01
Progressive Corp Stock (PGR) 0.6 $1.4M 7.2k 198.19
Home Depot Stock (HD) 0.5 $1.3M 4.0k 328.88
Eli Lilly & Co Stock (LLY) 0.4 $1.1M 1.2k 919.90
Schwab U.s. Reit Etf Etf (SCHH) 0.4 $1.1M 49k 21.50
Kinsale Cap Group Stock (KNSL) 0.4 $974k 2.9k 341.75
Idexx Labs Stock (IDXX) 0.4 $957k 1.7k 561.95
Amphenol Corp Cl A Stock (APH) 0.4 $910k 7.2k 126.39
Nvidia Corporation Stock (NVDA) 0.3 $780k 4.5k 174.38
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $701k 13k 52.60
Apple Stock (AAPL) 0.3 $695k 2.7k 253.83
Hewlett Packard Enterprise Stock (HPE) 0.3 $662k 28k 23.80
Ishares Core S&p Small Cap Etf Etf (IJR) 0.2 $570k 4.6k 124.35
Texas Pacific Land Corporation Stock (TPL) 0.2 $498k 1.1k 474.29
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $474k 6.1k 78.33
Smurfit Westrock Stock (SW) 0.2 $466k 12k 39.83
Aflac Stock (AFL) 0.2 $439k 4.0k 109.75
Toast Inc Cl A Stock (TOST) 0.2 $419k 16k 26.52
Meta Platforms Inc Cl A Stock (META) 0.2 $418k 730.00 572.60
Hallador Energy Company Stock (HNRG) 0.2 $407k 25k 16.28
Chevron Corporation Stock (CVX) 0.1 $344k 1.7k 206.73
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 $306k 470.00 651.06
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $287k 1.0k 287.00
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $282k 11k 25.64
Conocophillips Stock (COP) 0.1 $271k 2.1k 132.07
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $254k 10k 25.40
4d Molecular Therapeutics Stock (FDMT) 0.1 $233k 25k 9.32
Merchants Bancorp Ind Stock (MBIN) 0.1 $229k 5.3k 42.94
Steel Dynamics Stock (STLD) 0.1 $221k 1.2k 180.41