Peloton Wealth Strategists Top Holdings and 13F Report (2025) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $247.94 thousand in total holdings as of December 31, 2024.Peloton Wealth Strategists owns shares of 92 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 6.65% of the portfolio was purchased this quarter.About 8.21% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 93 new stocks and bought additional shares in 46 stocks.Peloton Wealth Strategists sold shares of 32 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amazon.com $9,182Alphabet $8,930Mastercard $8,816Salesforce $8,326JPMorgan Chase & Co. $8,230 Largest New Holdings this Quarter Target $1,918 HoldingFreeport-McMoRan $1,145 HoldingHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV $787 HoldingRB Global $257 HoldingJohnson Controls International $245 Holding Largest Purchases this Quarter Target 14,190 shares (about $1.92K)Vertex Pharmaceuticals 3,859 shares (about $1.55K)Neurocrine Biosciences 10,600 shares (about $1.45K)Freeport-McMoRan 30,075 shares (about $1.15K)Capital One Financial 5,430 shares (about $968.46) Largest Sales this Quarter Garmin 7,000 shares (about $1.44K)Home Depot 3,061 shares (about $1.19K)LyondellBasell Industries 10,825 shares (about $803.88)JPMorgan Chase & Co. 2,228 shares (about $534.05)Amgen 2,025 shares (about $527.71) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeloton Wealth Strategists Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$9,182$307 ▲3.5%41,8523.7%Retail/WholesaleGOOGLAlphabet$8,930$108 ▼-1.2%47,1743.6%Computer and TechnologyMAMastercard$8,816$90 ▼-1.0%16,7423.6%Business ServicesCRMSalesforce$8,326$26 ▲0.3%24,9053.4%Computer and TechnologyJPMJPMorgan Chase & Co.$8,230$534 ▼-6.1%34,3353.3%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$7,947$677 ▲9.3%319,1743.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$7,431$431 ▲6.2%310,1303.0%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,418$301 ▲4.2%296,1253.0%ETFMSFTMicrosoft$7,063$82 ▼-1.2%16,7572.8%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$6,986$764 ▲12.3%306,4002.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,739$349 ▲5.5%279,9852.7%ETFTMOThermo Fisher Scientific$6,709$52 ▼-0.8%12,8962.7%MedicalLULULululemon Athletica$5,382$814 ▲17.8%14,0752.2%Consumer DiscretionaryRTXRTX$5,314$116 ▼-2.1%45,9222.1%AerospaceUNHUnitedHealth Group$5,146$58 ▼-1.1%10,1732.1%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$5,064$923 ▲22.3%237,1002.0%ETFGSThe Goldman Sachs Group$4,765$77 ▼-1.6%8,3221.9%FinanceCMICummins$4,454$88 ▼-1.9%12,7781.8%Auto/Tires/TrucksAMATApplied Materials$4,446$8 ▲0.2%27,3401.8%Computer and TechnologyEMREmerson Electric$4,395$16 ▲0.4%35,4601.8%Industrial ProductsBK OF AMERICA CORP 7.25CNV PFD L$4,142$126 ▼-2.9%3,3971.7%Convertible PreferredABBVAbbVie$3,977$6 ▼-0.2%22,3801.6%MedicalCMGChipotle Mexican Grill$3,900$84 ▲2.2%64,6751.6%Retail/WholesaleOEFiShares S&P 100 ETF$3,808$43 ▼-1.1%13,1831.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$3,460$454 ▲15.1%170,0001.4%ETFCOSTCostco Wholesale$3,364$136 ▲4.2%3,6711.4%Retail/WholesalePEPPepsiCo$3,358$122 ▼-3.5%22,0851.4%Consumer StaplesYETIYETI$3,342$19 ▲0.6%86,7751.3%Consumer DiscretionaryHONHoneywell International$3,211$280 ▲9.6%14,2151.3%Multi-Sector ConglomeratesAMGNAmgen$2,939$528 ▼-15.2%11,2781.2%MedicalBBYBest Buy$2,921$45 ▼-1.5%34,0501.2%Retail/WholesaleUPSUnited Parcel Service$2,825$55 ▼-1.9%22,4061.1%TransportationTFCTruist Financial$2,789$105 ▼-3.6%64,3001.1%FinanceINTUIntuit$2,765$464 ▲20.2%4,3991.1%Computer and TechnologyCSCOCisco Systems$2,745$83 ▼-2.9%46,3751.1%Computer and TechnologyTREXTrex$2,699$50 ▲1.9%39,1051.1%ConstructionVRTXVertex Pharmaceuticals$2,430$1,554 ▲177.4%6,0341.0%MedicalGRMNGarmin$2,370$1,444 ▼-37.9%11,4901.0%Computer and TechnologyMNSTMonster Beverage$2,333$134 ▲6.1%44,3950.9%Consumer StaplesJNJJohnson & Johnson$2,206$80 ▼-3.5%15,2570.9%MedicalSBUXStarbucks$2,176$511 ▼-19.0%23,8520.9%Retail/WholesaleLYBLyondellBasell Industries$2,161$804 ▼-27.1%29,1000.9%Basic MaterialsSPGIS&P Global$2,1280.0%4,2730.9%Business ServicesONONON$2,112$5 ▲0.3%38,5600.9%Retail/WholesaleNBIXNeurocrine Biosciences$1,927$1,447 ▲301.6%14,1150.8%MedicalTGTTarget$1,918$1,918 ▲New Holding14,1900.8%Retail/WholesaleCOFCapital One Financial$1,895$968 ▲104.5%10,6250.8%FinanceADBEAdobe$1,853$33 ▲1.8%4,1670.7%Computer and TechnologyHDHome Depot$1,841$1,190 ▼-39.3%4,7340.7%Retail/WholesaleIWSiShares Russell Mid-Cap Value ETF$1,758$16 ▲0.9%13,5920.7%ETFIWDiShares Russell 1000 Value ETF$1,734$14 ▲0.8%9,3670.7%ETFZTSZoetis$1,710$90 ▲5.5%10,4970.7%MedicalSCHHSchwab U.S. REIT ETF$1,669$14 ▼-0.9%79,2710.7%ETFGNRCGenerac$1,618$115 ▼-6.6%10,4350.7%Industrial ProductsVEEVVeeva Systems$1,576$196 ▲14.2%7,4980.6%MedicalMCDMcDonald's$1,568$116 ▼-6.9%5,4100.6%Retail/WholesaleACNAccenture$1,5590.0%4,4330.6%Computer and TechnologyEXELExelixis$1,493$60 ▼-3.9%44,8300.6%MedicalSNPSSynopsys$1,421$23 ▲1.6%2,9280.6%Computer and TechnologyUSBU.S. Bancorp$1,350$65 ▲5.0%28,2250.5%FinanceDHRDanaher$1,308$44 ▲3.5%5,6960.5%MedicalTPLTexas Pacific Land$1,205$200 ▼-14.2%1,0900.5%Oils/EnergyFCXFreeport-McMoRan$1,145$1,145 ▲New Holding30,0750.5%Basic MaterialsIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,106$98 ▲9.8%45,0000.4%ETFMDTMedtronic$864$16 ▲1.9%10,8200.3%MedicalKEYSKeysight Technologies$834$56 ▲7.2%5,1950.3%Computer and TechnologyLLYEli Lilly and Company$824$193 ▼-19.0%1,0670.3%MedicalNVDANVIDIA$790$71 ▲9.9%5,8850.3%Computer and TechnologyHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV$787$787 ▲New Holding12,5500.3%Convertible PreferredFANGDiamondback Energy$745$242 ▲48.0%4,5450.3%Oils/EnergyDVNDevon Energy$718$327 ▼-31.3%21,9500.3%Oils/EnergyAAPLApple$653$62 ▲10.5%2,6070.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$629$42 ▲7.1%12,1670.3%ManufacturingIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$546$120 ▼-18.0%20,5000.2%ETFEGEverest Group$536$152 ▲39.6%1,4800.2%FinanceRMDResMed$509$448 ▼-46.8%2,2250.2%MedicalFIDELITY WISE ORIGIN BITCOIN FUND$490$29 ▲6.3%6,0050.2%ETFSPYSPDR S&P 500 ETF Trust$449$1 ▲0.1%7660.2%FinanceAFLAflac$4140.0%4,0000.2%FinanceTECHBio-Techne$411$73 ▲21.5%5,7100.2%MedicalFTNTFortinet$400$109 ▲37.6%4,2300.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$366$12 ▲3.3%3,1740.1%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3270.0%13,0000.1%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$280$20 ▲7.8%11,0000.1%ETFRBARB Global$257$257 ▲New Holding2,8450.1%Business ServicesIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2510.0%10,0000.1%ETFMBINMerchants Bancorp$2460.0%6,7350.1%FinanceJCIJohnson Controls International$245$245 ▲New Holding3,1000.1%ConstructionIDXXIDEXX Laboratories$232$232 ▲New Holding5600.1%MedicalSCZiShares MSCI EAFE Small-Cap ETF$226$4 ▲1.6%3,7130.1%ETFHNRGHallador Energy$218$218 ▲New Holding19,0000.1%Oils/EnergyFDMT4D Molecular Therapeutics$1390.0%25,0000.1%MedicalIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$5,321 ▼-100.0%00.0%ETFIBHDiShares iBonds 2024 Term High Yield and Income ETF$0$2,395 ▼-100.0%00.0%ETFALGNAlign Technology$0$1,336 ▼-100.0%00.0%MedicalSWKSSkyworks Solutions$0$1,215 ▼-100.0%00.0%Computer and TechnologyFIVEFive Below$0$647 ▼-100.0%00.0%Retail/WholesaleALBAlbemarle$0$619 ▼-100.0%00.0%Basic MaterialsIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$0$514 ▼-100.0%00.0%ETFVMIValmont Industries$0$373 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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