Peloton Wealth Strategists - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Peloton Wealth Strategists held in its portfolio 90 assets valued at $258,047,854 (i.e. $258.05M).
The most valuable assets in the portfolio included: ALPHABET INC CAP STK CL A ($12.66K), ISHARES IBONDS DEC 2028 TERM CORPORATE ETF ($9.94K), and AMAZON COM INC COM ($9.01K).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peloton Wealth Strategists - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC CAP STK CL A | 40450 | 12661 | Stock |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 390560 | 9942 | ETF |
| AMAZON COM INC COM | 39030 | 9009 | Stock |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 375595 | 8791 | ETF |
| MASTERCARD INCORPORATED CL A | 14962 | 8542 | Stock |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 350425 | 8508 | ETF |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 359850 | 7942 | ETF |
| JPMORGAN CHASE & CO COM | 23160 | 7463 | Stock |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 301825 | 7313 | ETF |
| MICROSOFT CORP COM | 14927 | 7219 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 12056 | 6986 | Stock |
| RTX CORPORATION COM | 32900 | 6034 | Stock |
| SALESFORCE INC COM | 22528 | 5968 | Stock |
| CUMMINS INC COM | 11413 | 5826 | Stock |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 246350 | 5210 | ETF |
| GOLDMAN SACHS GROUP INC COM | 5585 | 4909 | Stock |
| ISHARES S&P 100 ETF | 12797 | 4389 | ETF |
| BANK AMERICA CORP 7.25CNV PFD L | 3445 | 4313 | Convertible Preferred |
| APPLIED MATLS INC COM | 16740 | 4302 | Stock |
| EMERSON ELEC CO COM | 31935 | 4238 | Stock |
| FREEPORT MCMORAN INC CL B | 82975 | 4214 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 9040 | 4098 | Stock |
| AMGEN INC COM | 11485 | 3759 | Stock |
| UBER TECHNOLOGIES INC COM | 45327 | 3704 | Stock |
| INTUIT COM | 5496 | 3641 | Stock |
| CITIGROUP INC COM NEW | 30850 | 3600 | Stock |
| NIKE INC CL B | 54870 | 3496 | Stock |
| CISCO SYS INC COM | 44325 | 3414 | Stock |
| NOVO-NORDISK A S ADR | 61180 | 3113 | ADR |
| ABBVIE INC COM | 13075 | 2988 | Stock |
| CAPITAL ONE FINL CORP COM | 12250 | 2969 | Stock |
| MONSTER BEVERAGE CORP NEW COM | 37895 | 2905 | Stock |
| HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV | 43400 | 2894 | Convertible Preferred |
| AIRBNB INC COM CL A | 21240 | 2883 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 3309 | 2853 | Stock |
| PEPSICO INC COM | 18695 | 2683 | Stock |
| D R HORTON INC COM | 16990 | 2447 | Stock |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | 94500 | 2413 | ETF |
| KIMBERLY-CLARK CORP COM | 23695 | 2391 | Stock |
| TRUIST FINL CORP COM | 47800 | 2352 | Stock |
| ISHARES MSCI EAFE SMALL-CAP ETF | 29133 | 2259 | ETF |
| VERTIV HOLDINGS CO COM CL A | 13915 | 2254 | Stock |
| TARGET CORP COM | 22687 | 2218 | Stock |
| S&P GLOBAL INC COM | 4239 | 2215 | Stock |
| ACCENTURE PLC IRELAND SHS CLASS A | 7398 | 1985 | Stock |
| ISHARES RUSSELL 2000 VALUE ETF | 10799 | 1957 | ETF |
| KINSALE CAP GROUP INC COM | 4967 | 1943 | Stock |
| BEST BUY INC COM | 28975 | 1939 | Stock |
| ISHARES RUSSELL MID-CAP VALUE ETF | 13700 | 1932 | ETF |
| NEUROCRINE BIOSCIENCES INC COM | 13560 | 1923 | Stock |
| IDEXX LABS INC COM | 2833 | 1917 | Stock |
| GARMIN LTD SHS | 9325 | 1892 | Stock |
| HONEYWELL INTL INC COM | 9505 | 1854 | Stock |
| JOHNSON & JOHNSON COM | 8580 | 1776 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 2984 | 1690 | Stock |
| SLB LIMITED COM STK | 43750 | 1679 | Stock |
| VEEVA SYS INC CL A COM | 7390 | 1650 | Stock |
| MCDONALDS CORP COM | 5335 | 1631 | Stock |
| STARBUCKS CORP COM | 17930 | 1510 | Stock |
| HOME DEPOT INC COM | 4236 | 1458 | Stock |
| UNITEDHEALTH GROUP INC COM | 4125 | 1362 | Stock |
| MEDTRONIC PLC SHS | 13430 | 1290 | Stock |
| ELI LILLY & CO COM | 1176 | 1263 | Stock |
| DANAHER CORPORATION COM | 5070 | 1161 | Stock |
| ZOETIS INC CL A | 9162 | 1153 | Stock |
| US BANCORP COM NEW | 20625 | 1101 | Stock |
| NVIDIA CORPORATION COM | 4563 | 851 | Stock |
| FIDELITY WISE ORIGIN BITCOIN FUND | 11067 | 844 | ETF |
| MANHATTAN ASSOCIATES INC COM | 4840 | 839 | Stock |
| APPLE INC COM | 2838 | 772 | Stock |
| ADOBE INC COM | 2205 | 772 | Stock |
| CHIPOTLE MEXICAN GRILL INC COM | 17000 | 629 | Stock |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 11872 | 628 | ETF |
| HEWLETT PACKARD ENTERPRISE CO COM | 24010 | 577 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 4239 | 509 | ETF |
| HALLADOR ENERGY COMPANY COM | 24000 | 457 | Stock |
| AFLAC INC COM | 4000 | 441 | Stock |
| ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | 13000 | 332 | ETF |
| STATE STREET SPDR S&P 500 ETF | 469 | 320 | ETF |
| ALPHABET INC CAP STK CL C | 1000 | 314 | Stock |
| TEXAS PACIFIC LAND CORPORATION COM | 1050 | 302 | Stock |
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | 11000 | 282 | ETF |
| CHEVRON CORPORATION COM | 1722 | 262 | Stock |
| ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | 10000 | 254 | ETF |
| META PLATFORMS INC CL A | 365 | 241 | Stock |
| TESLA INC COM | 510 | 229 | Stock |
| STEEL DYNAMICS INC COM | 1225 | 208 | Stock |
| MERCHANTS BANCORP IND COM | 5985 | 204 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 406 | 204 | Stock |
| 4D MOLECULAR THERAPEUTICS INC COM | 25000 | 188 | Stock |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.