Peloton Wealth Strategists

Peloton Wealth Strategists as of June 30, 2026

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 91 positions in its portfolio as reported in the June 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) 5.3 $14M 40k 357.38
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 3.8 $10M 411k 25.25
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 3.5 $9.4M 405k 23.16
Amazon Stock (AMZN) 3.4 $9.2M 39k 238.33
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 3.2 $8.7M 360k 24.22
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 3.2 $8.6M 394k 21.80
Mastercard Incorporated Cl A Stock (MA) 2.7 $7.4M 14k 513.58
Cummins Stock (CMI) 2.7 $7.3M 10k 713.25
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 2.7 $7.2M 296k 24.23
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW) 2.6 $7.2M 344k 20.84
Jpmorgan Chase & Co Stock (JPM) 2.6 $7.0M 21k 327.32
Vertiv Holdings Co Com Cl A Stock (VRT) 2.5 $6.8M 20k 334.83
Freeport Mcmoran Inc Cl B Stock (FCX) 2.1 $5.6M 90k 62.89
Rtx Corporation Stock (RTX) 2.0 $5.5M 29k 189.73
Microsoft Corp Stock (MSFT) 2.0 $5.4M 14k 373.03
Goldman Sachs Group Stock (GS) 1.8 $4.9M 4.9k 1011.31
Hewlett Packard Enterprise Co 7.625 Mand Conv Convertible Preferred (HPE.PC) 1.8 $4.9M 42k 115.66
Ishares S&p 100 Etf Etf (OEF) 1.7 $4.7M 13k 365.85
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX) 1.7 $4.6M 184k 25.19
Capital One Finl Corp Stock (COF) 1.7 $4.6M 23k 200.61
Vertex Pharmaceuticals Stock (VRTX) 1.7 $4.6M 9.3k 496.77
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL) 1.7 $4.6M 3.7k 1254.52
Thermo Fisher Scientific Stock (TMO) 1.7 $4.6M 9.1k 501.32
Emerson Elec Stock (EMR) 1.6 $4.4M 31k 143.15
D R Horton Stock (DHI) 1.6 $4.2M 26k 162.89
Citigroup Stock (C) 1.5 $4.2M 30k 139.98
Amgen Stock (AMGN) 1.5 $4.1M 11k 362.08
Kimberly-clark Corp Stock (KMB) 1.5 $4.1M 37k 109.78
Uber Technologies Stock (UBER) 1.4 $3.8M 53k 72.15
Novo-nordisk A S Adr (NVO) 1.4 $3.8M 79k 47.95
Monster Beverage Corp Stock (MNST) 1.2 $3.4M 35k 96.13
Abbvie Stock (ABBV) 1.2 $3.2M 13k 251.66
Airbnb Inc Com Cl A Stock (ABNB) 1.2 $3.2M 22k 143.11
Amphenol Corp Cl A Stock (APH) 1.2 $3.1M 18k 176.31
Target Corp Stock (TGT) 1.1 $3.1M 24k 130.60
Costco Wholesale Corporation Stock (COST) 1.1 $3.1M 3.3k 935.38
Arista Networks Stock (ANET) 1.0 $2.8M 17k 169.86
Intuitive Surgical Stock (ISRG) 1.0 $2.7M 6.7k 397.67
Garmin Stock (GRMN) 1.0 $2.6M 11k 237.52
Netflix Stock (NFLX) 0.9 $2.5M 35k 71.41
Cisco Sys Stock (CSCO) 0.9 $2.5M 21k 117.46
Neurocrine Biosciences Stock (NBIX) 0.9 $2.4M 15k 168.52
Ishares Russell Mid-cap Value Etf Etf (IWS) 0.9 $2.4M 15k 164.60
Taiwan Semiconductor Manufact Adr (TSM) 0.9 $2.4M 4.9k 477.53
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.9 $2.3M 16k 146.40
Steris Plc Shs Usd Stock (STE) 0.9 $2.3M 11k 210.57
Pepsico Stock (PEP) 0.8 $2.2M 16k 135.38
Slb Limited Com Stk Stock (SLB) 0.8 $2.2M 48k 46.49
Nike Inc Cl B Stock (NKE) 0.8 $2.1M 50k 41.05
Zoetis Inc Cl A Stock (ZTS) 0.7 $2.0M 27k 71.85
Progressive Corp Stock (PGR) 0.7 $1.8M 8.4k 218.40
Salesforce Stock (CRM) 0.7 $1.8M 12k 156.67
Applied Matls Stock (AMAT) 0.6 $1.7M 2.3k 723.04
Hewlett Packard Enterprise Stock (HPE) 0.5 $1.5M 32k 45.11
Mcdonalds Corp Stock (MCD) 0.5 $1.4M 5.3k 270.29
Medtronic Stock (MDT) 0.5 $1.4M 18k 78.25
Eli Lilly & Co Stock (LLY) 0.5 $1.4M 1.2k 1199.83
Caci Intl Inc Cl A Stock (CACI) 0.5 $1.4M 3.0k 463.28
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.5 $1.3M 26k 51.05
Home Depot Stock (HD) 0.5 $1.3M 3.8k 352.71
Schwab U.s. Reit Etf Etf (SCHH) 0.4 $1.2M 51k 23.67
S&p Global Stock (SPGI) 0.4 $1.1M 2.7k 407.09
Honeywell Intl Stock (HON) 0.4 $1.0M 4.6k 223.83
Honeywell Aerospace Stock (HONA) 0.4 $1.0M 4.6k 220.98
Idexx Labs Stock (IDXX) 0.4 $952k 1.8k 526.55
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $921k 7.4k 124.46
Nvidia Corporation Stock (NVDA) 0.3 $883k 4.4k 200.09
Apple Stock (AAPL) 0.3 $792k 2.7k 289.26
Broadcom Stock (AVGO) 0.3 $728k 1.9k 377.79
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.3 $705k 14k 52.40
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $698k 4.7k 148.23
Smurfit Westrock Stock (SW) 0.2 $541k 12k 46.24
Toast Inc Cl A Stock (TOST) 0.2 $523k 19k 27.82
Ishares Msci Eafe Small-cap Etf Etf (SCZ) 0.2 $513k 6.2k 82.26
Aflac Stock (AFL) 0.2 $469k 4.0k 117.25
Texas Pacific Land Corporation Stock (TPL) 0.2 $460k 1.1k 438.10
Hallador Energy Company Stock (HNRG) 0.2 $435k 25k 17.40
Meta Platforms Inc Cl A Stock (META) 0.2 $420k 745.00 563.76
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY) 0.1 $386k 15k 25.73
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $353k 1.0k 353.00
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $351k 470.00 746.81
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ) 0.1 $333k 13k 25.62
4d Molecular Therapeutics Stock (FDMT) 0.1 $333k 25k 13.32
Steel Dynamics Stock (STLD) 0.1 $281k 1.2k 229.39
Chevron Corporation Stock (CVX) 0.1 $277k 1.7k 165.97
Merchants Bancorp Ind Stock (MBIN) 0.1 $267k 5.3k 50.07
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP) 0.1 $254k 10k 25.40
Tesla Stock (TSLA) 0.1 $220k 524.00 419.85
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $213k 426.00 500.00
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $205k 8.0k 25.62
United Parcel Svcs Inc Cl B Stock (UPS) 0.1 $202k 1.9k 107.45