Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Peloton Wealth Strategists

Latest statistics and disclosures from Peloton Wealth Strategists's latest quarterly 13F-HR filing:

Top 5 stock holdings are MA, TMO, JPM, MSFT, CRM, and represent 15.75% of Peloton Wealth Strategists's stock portfolio.
Added to shares of these 10 stocks: VEEV, UNH, TPL, IBDU, LULU, SNPS, FIVE, SPGI, IBDS, ONON.
Started 4 new stock positions in TECH, VMI, SSO, SNPS.
Reduced shares in these 10 stocks: PRU, MASI, SONO, CRM, , MDT, BOX, IWF, OEF, IWP.
Sold out of its positions in IWP, IWF, MKTX, MASI, PRU, SONO.
Peloton Wealth Strategists was a net buyer of stock by $2.2M.
Peloton Wealth Strategists has $246M in assets under management (AUM), dropping by 6.62%.
Central Index Key (CIK): 0001080132

Tip: Access up to 7 years of quarterly data

Positions held by Peloton Wealth Strategists consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Peloton Wealth Strategists

Peloton Wealth Strategists holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Mastercard Incorporated Cl A Stock (MA)	3.5	$8.7M		18k	481.57	View chart
Thermo Fisher Scientific Stock (TMO)	3.2	$7.9M	-2%	14k	581.23	View chart
Jpmorgan Chase & Co Stock (JPM)	3.1	$7.7M		38k	200.30	View chart
Microsoft Corp Stock (MSFT)	3.0	$7.3M		17k	420.70	View chart
Salesforce Stock (CRM)	2.9	$7.2M	-6%	24k	301.17	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.9	$7.1M		47k	150.92	View chart
Amazon Stock (AMZN)	2.8	$6.9M		38k	180.38	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	2.8	$6.9M	+5%	290k	23.80	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	2.8	$6.8M	+2%	275k	24.81	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	2.6	$6.4M	+5%	258k	24.90	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	2.6	$6.3M	+5%	265k	23.85	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	2.4	$5.8M	+10%	256k	22.82	View chart
Applied Matls Stock (AMAT)	2.2	$5.5M	-2%	27k	206.22	View chart
Ishares Ibonds Dec 2024 Term Corporate Etf Etf (IBDP)	2.2	$5.5M		221k	25.05	View chart
Amgen Stock (AMGN)	2.2	$5.5M	-2%	19k	284.30	View chart
Rtx Corporation Stock (RTX)	2.1	$5.3M		54k	97.53	View chart
Unitedhealth Group Stock (UNH)	2.1	$5.2M	+12%	11k	494.71	View chart
Abbvie Stock (ABBV)	1.8	$4.5M		25k	182.08	View chart
Box Inc Cl A Stock (BOX)	1.8	$4.4M	-9%	156k	28.32	View chart
Pepsico Stock (PEP)	1.7	$4.3M		25k	175.03	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	1.7	$4.2M		41k	102.27	View chart
Bk Of America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.7	$4.2M		3.5k	1193.79	View chart
Chipotle Mexican Grill Stock (CMG)	1.7	$4.1M		1.4k	2906.67	View chart
Cummins Stock (CMI)	1.6	$4.0M		14k	294.61	View chart
Trex Stock (TREX)	1.5	$3.8M		38k	99.74	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	1.5	$3.8M	+9%	176k	21.40	View chart
Goldman Sachs Group Stock (GS)	1.5	$3.7M		8.8k	417.69	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.5	$3.6M		24k	148.64	View chart
Emerson Elec Stock (EMR)	1.5	$3.6M	+3%	32k	113.41	View chart
Ishares S&p 100 Etf Etf (OEF)	1.5	$3.6M	-5%	15k	247.43	View chart
Garmin Stock (GRMN)	1.4	$3.4M		23k	148.85	View chart
Yeti Hldgs Stock (YETI)	1.4	$3.4M		88k	38.55	View chart
Starbucks Corp Stock (SBUX)	1.3	$3.1M		34k	91.39	View chart
Home Depot Stock (HD)	1.2	$3.0M	-2%	7.9k	383.61	View chart
Best Buy Stock (BBY)	1.2	$3.0M		36k	82.03	View chart
Honeywell Intl Stock (HON)	1.2	$2.9M		14k	205.24	View chart
Truist Finl Corp Stock (TFC)	1.1	$2.7M	+4%	68k	38.99	View chart
Costco Whsl Corp Stock (COST)	1.0	$2.6M	+12%	3.5k	732.61	View chart
Johnson & Johnson Stock (JNJ)	1.0	$2.6M		16k	158.19	View chart
Ishares Ibonds 2024 Term High Yield & Income Etf Etf (IBHD)	1.0	$2.5M	+2%	106k	23.31	View chart
Lululemon Athletica Stock (LULU)	1.0	$2.4M	+27%	6.1k	390.60	View chart
International Business Machs Stock (IBM)	0.9	$2.2M	-2%	12k	190.99	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.9	$2.2M	+5%	109k	20.49	View chart
Cisco Sys Stock (CSCO)	0.9	$2.1M		43k	49.90	View chart
Monster Beverage Corp Stock (MNST)	0.9	$2.1M		36k	59.27	View chart
S&p Global Stock (SPGI)	0.8	$1.9M	+27%	4.5k	425.49	View chart
Skyworks Solutions Stock (SWKS)	0.7	$1.8M		17k	108.34	View chart
Align Technology Stock (ALGN)	0.7	$1.8M		5.4k	328.01	View chart
Zoetis Inc Cl A Stock (ZTS)	0.7	$1.7M	+2%	10k	169.18	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.7	$1.7M	+7%	9.4k	179.15	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.7	$1.7M	+7%	13k	125.32	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.6	$1.6M	-6%	4.6k	346.72	View chart
Mcdonalds Corp Stock (MCD)	0.6	$1.6M		5.6k	281.96	View chart
Adobe Stock (ADBE)	0.6	$1.6M	+11%	3.1k	504.62	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.6	$1.6M	-4%	77k	20.30	View chart
Generac Hldgs Stock (GNRC)	0.6	$1.5M	+2%	12k	126.16	View chart
Devon Energy Corp Stock (DVN)	0.6	$1.5M	+3%	30k	50.19	View chart
Danaher Corporation Stock (DHR)	0.6	$1.4M	+4%	5.7k	249.78	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.6	$1.4M	+34%	40k	35.39	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.5	$1.2M	+123%	5.3k	231.62	View chart
Us Bancorp Del Stock (USB)	0.5	$1.2M	+2%	28k	44.71	View chart
Five Below Stock (FIVE)	0.5	$1.2M	+52%	6.6k	181.42	View chart
Exelixis Stock (EXEL)	0.5	$1.2M	+3%	49k	23.74	View chart
Resmed Stock (RMD)	0.4	$1.1M	-13%	5.4k	197.95	View chart
Medtronic Stock (MDT)	0.4	$1.0M	-31%	12k	87.18	View chart
Eli Lilly & Co Stock (LLY)	0.4	$938k		1.2k	778.42	View chart
Albemarle Corp Stock (ALB)	0.4	$878k		6.7k	131.73	View chart
4d Molecular Therapeutics Stock (FDMT)	0.3	$797k		25k	31.88	View chart
Keysight Technologies Stock (KEYS)	0.3	$765k		4.9k	156.28	View chart
Texas Pacific Land Corporation Stock (TPL)	0.3	$722k	+457%	1.2k	578.53	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.3	$719k		29k	24.79	View chart
Ishares Ibonds Dec 2025 Term Muni Bond Etf Etf (IBMN)	0.3	$662k		25k	26.48	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.2	$575k	+2%	11k	51.30	View chart
Diamondback Energy Stock (FANG)	0.2	$535k		2.7k	198.15	View chart
Ishares Ibonds Dec 2024 Term Muni Bond Etf Etf (IBMM)	0.2	$511k		20k	25.94	View chart
Nvidia Corporation Stock (NVDA)	0.2	$509k	-13%	563.00	904.09	View chart
Apple Stock (AAPL)	0.2	$454k		2.6k	171.39	View chart
Synopsys Stock (SNPS)	0.2	$438k	NEW	766.00	571.80	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$390k	+20%	745.00	523.49	View chart
Aflac Stock (AFL)	0.1	$343k		4.0k	85.75	View chart
Valmont Inds Stock (VMI)	0.1	$334k	NEW	1.5k	228.30	View chart
Pfizer Stock (PFE)	0.1	$323k	-5%	12k	27.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$312k		2.8k	110.68	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$309k		4.9k	63.41	View chart
Merchants Bancorp Ind Stock (MBIN)	0.1	$308k		7.1k	43.23	View chart
Ishares Ibonds Dec 2028 Term Muni Bond Etf Etf (IBMQ)	0.1	$303k		12k	25.25	View chart
Intuit Stock (INTU)	0.1	$265k	+2%	407.00	651.11	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.1	$259k		10k	25.39	View chart
Ishares Ibonds Dec 2027 Term Muni Bond Etf Etf (IBMP)	0.1	$252k		10k	25.20	View chart
Bio-techne Corp Stock (TECH)	0.1	$211k	NEW	3.0k	70.33	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.1	$202k	NEW	2.6k	77.54	View chart

Past Filings by Peloton Wealth Strategists

SEC 13F filings are viewable for Peloton Wealth Strategists going back to 2010

Peloton Wealth Strategists 2024 Q1 filed May 14, 2024
Peloton Wealth Strategists 2023 Q4 restated filed Feb. 16, 2024
Peloton Wealth Strategists 2023 Q4 filed Feb. 15, 2024
Peloton Wealth Strategists 2023 Q3 filed Nov. 13, 2023
Peloton Wealth Strategists 2023 Q2 filed Aug. 10, 2023
Peloton Wealth Strategists 2023 Q1 filed May 11, 2023
Peloton Wealth Strategists 2022 Q4 filed Feb. 13, 2023
Peloton Wealth Strategists 2022 Q3 filed Nov. 14, 2022
Peloton Wealth Strategists 2022 Q2 filed Aug. 12, 2022
Peloton Wealth Strategists 2022 Q1 filed May 9, 2022
Peloton Wealth Strategists 2021 Q4 filed Feb. 10, 2022
Peloton Wealth Strategists 2021 Q3 filed Nov. 15, 2021
Peloton Wealth Strategists 2021 Q2 filed Aug. 16, 2021
Peloton Wealth Strategists 2021 Q1 filed June 23, 2021
Peloton Wealth Strategists 2020 Q4 filed Feb. 17, 2021
Peloton Wealth Strategists 2020 Q3 filed Nov. 17, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z