The Analysis of Peloton Wealth Strategists's Holdings
Currently, Peloton Wealth Strategists holds 90 types of securities in its portfolio with a total value $258.1K. In the most recent quarter, they have increased their positions in NKE (+54.9K shares, valued at $3.5K), DHI (+17.0K shares, valued at $2.4K), KMB (+23.7K shares, valued at $2.4K); decreased their positions in UNH (-6.6K shares, valued at $2.2K), AMAT (-6.1K shares, valued at $1.6K), CMG (-40.1K shares, valued at $1.5K); initiated new positions in NKE (+54.9K shares, valued at $3.5K), DHI (+17.0K shares, valued at $2.4K), KMB (+23.7K shares, valued at $2.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF390.6K shares7.01%2025-12-312026-02-17
AMZN AMAZON COM INC COM39.0K shares-2.26%2025-12-312026-02-17 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF375.6K shares9.77%2025-12-312026-02-17 MA MASTERCARD INCORPORATED CL A15.0K shares-0.43%2025-12-312026-02-17 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF350.4K shares3.35%2025-12-312026-02-17 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF359.9K shares21.47%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO COM23.2K shares-6.27%2025-12-312026-02-17 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF301.8K shares-0.75%2025-12-312026-02-17 MSFT MICROSOFT CORP COM14.9K shares-7.10%2025-12-312026-02-17 TMO THERMO FISHER SCIENTIFIC INC COM12.1K shares-1.27%2025-12-312026-02-17 RTX RTX CORPORATION COM32.9K shares-8.99%2025-12-312026-02-17 CRM SALESFORCE INC COM22.5K shares-5.62%2025-12-312026-02-17 CMI CUMMINS INC COM11.4K shares-5.29%2025-12-312026-02-17 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF246.3K shares22.35%2025-12-312026-02-17 GS GOLDMAN SACHS GROUP INC COM5.6K shares-15.70%2025-12-312026-02-17 OEF ISHARES S&P 100 ETF12.8K shares2.37%2025-12-312026-02-17 BAC-PL BANK AMERICA CORP 7.25CNV PFD L3.4K shares2.38%2025-12-312026-02-17 AMAT APPLIED MATLS INC COM16.7K shares-26.79%2025-12-312026-02-17 EMR EMERSON ELEC CO COM31.9K shares-6.03%2025-12-312026-02-17 FCX FREEPORT MCMORAN INC CL B83.0K shares7.93%2025-12-312026-02-17 VRTX VERTEX PHARMACEUTICALS INC COM9.0K shares14.79%2025-12-312026-02-17 AMGN AMGEN INC COM11.5K shares-0.35%2025-12-312026-02-17 UBER UBER TECHNOLOGIES INC COM45.3K shares3.41%2025-12-312026-02-17 INTU INTUIT COM5.5K shares27.84%2025-12-312026-02-17 NKE NIKE INC CL B54.9K sharesnew addition2025-12-312026-02-17 CSCO CISCO SYS INC COM44.3K shares-2.42%2025-12-312026-02-17 NVO NOVO-NORDISK A S ADR61.2K shares65.89%2025-12-312026-02-17 ABBV ABBVIE INC COM13.1K shares-3.33%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP COM12.3K shares-0.53%2025-12-312026-02-17 MNST MONSTER BEVERAGE CORP NEW COM37.9K shares-6.88%2025-12-312026-02-17 HPE-PC HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV43.4K shares29.55%2025-12-312026-02-17 ABNB AIRBNB INC COM CL A21.2K shares64.65%2025-12-312026-02-17 COST COSTCO WHOLESALE CORPORATION COM3.3K shares-10.64%2025-12-312026-02-17 PEP PEPSICO INC COM18.7K shares-10.38%2025-12-312026-02-17 DHI D R HORTON INC COM17.0K sharesnew addition2025-12-312026-02-17 IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF94.5K shares68.75%2025-12-312026-02-17 KMB KIMBERLY-CLARK CORP COM23.7K sharesnew addition2025-12-312026-02-17 TFC TRUIST FINL CORP COM47.8K shares-12.93%2025-12-312026-02-17 SCZ ISHARES MSCI EAFE SMALL-CAP ETF29.1K shares7.49%2025-12-312026-02-17 VRT VERTIV HOLDINGS CO COM CL A13.9K shares59.76%2025-12-312026-02-17 TGT TARGET CORP COM22.7K shares-14.54%2025-12-312026-02-17 SPGI S&P GLOBAL INC COM4.2K shares3.77%2025-12-312026-02-17 IWN ISHARES RUSSELL 2000 VALUE ETF10.8K shares0.93%2025-12-312026-02-17 KNSL KINSALE CAP GROUP INC COM5.0K shares95.01%2025-12-312026-02-17 BBY BEST BUY INC COM29.0K shares-13.44%2025-12-312026-02-17 IWS ISHARES RUSSELL MID-CAP VALUE ETF13.7K shares2.45%2025-12-312026-02-17 NBIX NEUROCRINE BIOSCIENCES INC COM13.6K shares-1.81%2025-12-312026-02-17 IDXX IDEXX LABS INC COM2.8K shares-1.39%2025-12-312026-02-17 GRMN GARMIN LTD SHS9.3K sharesnew addition2025-12-312026-02-17 HON HONEYWELL INTL INC COM9.5K shares-2.06%2025-12-312026-02-17 JNJ JOHNSON & JOHNSON COM8.6K shares-20.02%2025-12-312026-02-17 ISRG INTUITIVE SURGICAL INC COM NEW3.0K shares149.50%2025-12-312026-02-17 SLB SLB LIMITED COM STK43.8K shares15.28%2025-12-312026-02-17 VEEV VEEVA SYS INC CL A COM7.4K shares-5.98%2025-12-312026-02-17 MCD MCDONALDS CORP COM5.3K shares-0.65%2025-12-312026-02-17 SBUX STARBUCKS CORP COM17.9K shares-5.39%2025-12-312026-02-17 HD HOME DEPOT INC COM4.2K shares-9.60%2025-12-312026-02-17 UNH UNITEDHEALTH GROUP INC COM4.1K shares-61.57%2025-12-312026-02-17 LLY ELI LILLY & CO COM1.2K shares4.07%2025-12-312026-02-17 DHR DANAHER CORPORATION COM5.1K shares-7.31%2025-12-312026-02-17 ZTS ZOETIS INC CL A9.2K shares-26.63%2025-12-312026-02-17 USB US BANCORP COM NEW20.6K shares-28.20%2025-12-312026-02-17 NVDA NVIDIA CORPORATION COM4.6K shares-20.55%2025-12-312026-02-17 FBTC FIDELITY WISE ORIGIN BITCOIN FUND11.1K shares34.91%2025-12-312026-02-17 MANH MANHATTAN ASSOCIATES INC COM4.8K shares0.73%2025-12-312026-02-17 ADBE ADOBE INC COM2.2K shares-61.11%2025-12-312026-02-17 AAPL APPLE INC COM2.8K shares8.82%2025-12-312026-02-17 CMG CHIPOTLE MEXICAN GRILL INC COM17.0K shares-70.24%2025-12-312026-02-17 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF11.9K shares5.22%2025-12-312026-02-17 HPE HEWLETT PACKARD ENTERPRISE CO COM24.0K shares185.49%2025-12-312026-02-17 IJR ISHARES CORE S&P SMALL CAP ETF4.2K shares42.06%2025-12-312026-02-17 HNRG HALLADOR ENERGY COMPANY COM24.0K shares26.32%2025-12-312026-02-17 AFL AFLAC INC COM4.0K shares0.00%2025-12-312026-02-17 IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF13.0K shares0.00%2025-12-312026-02-17 SPY STATE STREET SPDR S&P 500 ETF469 shares-33.85%2025-12-312026-02-17 TPL TEXAS PACIFIC LAND CORPORATION COM1.1K shares29.15%2025-12-312026-02-17 IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF11.0K shares0.00%2025-12-312026-02-17 CVX CHEVRON CORPORATION COM1.7K shares21.10%2025-12-312026-02-17 IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF10.0K shares0.00%2025-12-312026-02-17 META META PLATFORMS INC CL A365 shares25.86%2025-12-312026-02-17 TSLA TESLA INC COM510 shares-11.30%2025-12-312026-02-17 STLD STEEL DYNAMICS INC COM1.2K sharesnew addition2025-12-312026-02-17 MBIN MERCHANTS BANCORP IND COM6.0K shares-4.92%2025-12-312026-02-17 FDMT 4D MOLECULAR THERAPEUTICS INC COM25.0K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available