Peloton Wealth Strategists Top Holdings and 13F Report (2025) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $249.29 thousand in total holdings as of June 30, 2025.Peloton Wealth Strategists owns shares of 89 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 3.57% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 92 new stocks and bought additional shares in 33 stocks.Peloton Wealth Strategists sold shares of 27 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares iBonds Dec 2028 Term Corporate ETF $9,230Amazon.com $8,909Mastercard $8,753iShares iBonds Dec 2027 Term Corporate ETF $8,237Microsoft $8,123 Largest New Holdings this Quarter 562750109 - Manhattan Associates $968 Holding49714P108 - Kinsale Capital Group $860 Holding46120E602 - Intuitive Surgical $541 Holding30303M102 - Meta Platforms $210 Holding Largest Purchases this Quarter Manhattan Associates 4,900 shares (about $968.00)Citigroup 11,350 shares (about $966.05)Novo Nordisk A/S 13,750 shares (about $948.92)Kinsale Capital Group 1,777 shares (about $860.00)Uber Technologies 8,275 shares (about $772.07) Largest Sales this Quarter ON 13,560 shares (about $706.14)Johnson & Johnson 2,910 shares (about $444.52)Alphabet 2,227 shares (about $392.45)AbbVie 1,700 shares (about $315.52)RTX 1,850 shares (about $270.14) 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 PortfolioSectorIBDTiShares iBonds Dec 2028 Term Corporate ETF$9,230$10 ▲0.1%363,0943.7%ETFAMZNAmazon.com$8,909$130 ▼-1.4%40,6063.6%Retail/WholesaleMAMastercard$8,753$152 ▼-1.7%15,5773.5%Business ServicesIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,237$2 ▼0.0%339,3703.3%ETFMSFTMicrosoft$8,123$1 ▲0.0%16,3303.3%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$7,965$56 ▲0.7%341,4003.2%ETFGOOGLAlphabet$7,620$392 ▼-4.9%43,2403.1%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,283$61 ▲0.8%300,3202.9%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,273$101 ▼-1.4%288,8402.9%ETFJPMJPMorgan Chase & Co.$7,226$116 ▼-1.6%24,9252.9%FinanceCRMSalesforce$6,686$288 ▲4.5%24,5202.7%Computer and TechnologyRTXRTX$6,363$270 ▼-4.1%43,5752.6%AerospaceIBDViShares iBonds Dec 2030 Term Corporate ETF$6,352$341 ▲5.7%289,0002.5%ETFTMOThermo Fisher Scientific$5,063$14 ▼-0.3%12,4862.0%MedicalGSThe Goldman Sachs Group$4,963$248 ▼-4.8%7,0122.0%FinanceEMREmerson Electric$4,735$13 ▲0.3%35,5101.9%IndustrialsAMATApplied Materials$4,570$243 ▼-5.0%24,9651.8%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,1940.0%199,3501.7%ETFBANK AMERICA CORP 7.25CNV PFD L$4,091$36 ▲0.9%3,3731.6%Convertible PreferredCMICummins$4,0150.0%12,2601.6%Auto/Tires/TrucksOEFiShares S&P 100 ETF$3,995$87 ▲2.2%13,1261.6%ETFUBERUber Technologies$3,740$772 ▲26.0%40,0851.5%Computer and TechnologyCOSTCostco Wholesale$3,6660.0%3,7031.5%Retail/WholesaleVRTXVertex Pharmaceuticals$3,628$87 ▲2.5%8,1501.5%MedicalUNHUnitedHealth Group$3,613$393 ▲12.2%11,5801.4%MedicalINTUIntuit$3,514$38 ▲1.1%4,4621.4%Computer and TechnologyFCXFreeport-McMoRan$3,289$43 ▲1.3%75,8751.3%Basic MaterialsCMGChipotle Mexican Grill$3,274$20 ▼-0.6%58,3151.3%Retail/WholesaleLULUlululemon athletica$3,260$2 ▼-0.1%13,7201.3%Consumer DiscretionaryHONHoneywell International$3,2110.0%13,7901.3%Multi-Sector ConglomeratesAMGNAmgen$3,2050.0%11,4781.3%MedicalCSCOCisco Systems$3,1520.0%45,4251.3%Computer and TechnologyCCitigroup$2,779$966 ▲53.3%32,6501.1%Financial ServicesPEPPepsiCo$2,768$17 ▼-0.6%20,9601.1%Consumer StaplesMNSTMonster Beverage$2,737$3 ▲0.1%43,6951.1%Consumer StaplesCOFCapital One Financial$2,551$184 ▲7.8%11,9901.0%FinanceABBVAbbVie$2,539$316 ▼-11.1%13,6801.0%MedicalTGTTarget$2,515$648 ▲34.7%25,4951.0%Retail/WholesaleYETIYETI$2,480$107 ▼-4.1%78,6751.0%Consumer DiscretionaryTFCTruist Financial$2,446$107 ▼-4.2%56,9001.0%FinanceVEEVVeeva Systems$2,353$7 ▲0.3%8,1700.9%MedicalSPGIS&P Global$2,3200.0%4,4000.9%FinanceADBEAdobe$2,304$214 ▲10.2%5,9550.9%Computer and TechnologyBBYBest Buy$2,2470.0%33,4750.9%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$2,071$239 ▼-10.4%28,4980.8%ETFZTSZoetis$2,012$63 ▲3.3%12,9040.8%MedicalUPSUnited Parcel Service$1,940$41 ▼-2.1%19,2210.8%TransportationTREXTrex$1,890$163 ▼-7.9%34,7550.8%ConstructionNBIXNeurocrine Biosciences$1,874$10 ▼-0.5%14,9100.8%MedicalIWSiShares Russell Mid-Cap Value ETF$1,860$23 ▲1.2%14,0780.7%ETFNVONovo Nordisk A/S$1,824$949 ▲108.4%26,4300.7%MedicalIWNiShares Russell 2000 Value ETF$1,779$130 ▲7.9%11,2740.7%ETFSBUXStarbucks$1,764$92 ▼-4.9%19,2520.7%Retail/WholesaleHDHome Depot$1,7360.0%4,7340.7%Retail/WholesaleJNJJohnson & Johnson$1,638$445 ▼-21.3%10,7230.7%MedicalIDXXIDEXX Laboratories$1,632$284 ▲21.1%3,0430.7%MedicalHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV$1,579$29 ▲1.9%26,8250.6%Convertible PreferredACNAccenture$1,567$242 ▲18.3%5,2430.6%Computer and TechnologyMCDMcDonald's$1,5590.0%5,3350.6%Retail/WholesaleSNPSSynopsys$1,404$212 ▼-13.1%2,7390.6%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,3270.0%52,5000.5%ETFUSBU.S. Bancorp$1,2950.0%28,6250.5%FinanceDHRDanaher$1,134$32 ▲2.9%5,7410.5%MedicalMDTMedtronic$1,1010.0%12,6300.4%MedicalMANHManhattan Associates$968$968 ▲New Holding4,9000.4%Computer and TechnologyNVDANVIDIA$9360.0%5,9270.4%Computer and TechnologyTPLTexas Pacific Land$9120.0%8630.4%EnergyLLYEli Lilly and Company$878$12 ▲1.4%1,1270.4%MedicalKNSLKinsale Capital Group$860$860 ▲New Holding1,7770.3%FinanceSLBSchlumberger$781$519 ▲198.1%23,1000.3%EnergyFIDELITY WISE ORIGIN BITCOIN FUND$768$80 ▲11.6%8,1670.3%ETFONONON$690$706 ▼-50.6%13,2500.3%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$600$26 ▼-4.1%11,3680.2%ManufacturingAAPLApple$550$15 ▲2.9%2,6820.2%Computer and TechnologyIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$5490.0%20,5000.2%ETFISRGIntuitive Surgical$541$541 ▲New Holding9950.2%MedicalJCIJohnson Controls International$4860.0%4,6000.2%ConstructionFANGDiamondback Energy$463$144 ▼-23.8%3,3700.2%EnergySPYSPDR S&P 500 ETF Trust$4560.0%7380.2%FinanceAFLAflac$4220.0%4,0000.2%FinanceIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3300.0%13,0000.1%ETFIJRiShares Core S&P Small-Cap ETF$317$44 ▼-12.1%2,8990.1%ETFHNRGHallador Energy$3010.0%19,0000.1%EnergyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2820.0%11,0000.1%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2540.0%10,0000.1%ETFMBINMerchants Bancorp$2230.0%6,7350.1%FinanceMETAMeta Platforms$210$210 ▲New Holding2850.1%Computer and TechnologyCVXChevron$200$1 ▲0.6%1,3980.1%EnergyFDMT4D Molecular Therapeutics$930.0%25,0000.0%MedicalEXELExelixis$0$1,175 ▼-100.0%00.0%MedicalKEYSKeysight Technologies$0$771 ▼-100.0%00.0%Computer and TechnologyDVNDevon Energy$0$765 ▼-100.0%00.0%EnergyEGEverest Group$0$604 ▼-100.0%00.0%FinanceELFe.l.f. Beauty$0$477 ▼-100.0%00.0%Consumer StaplesFTNTFortinet$0$417 ▼-100.0%00.0%Computer and TechnologyTECHBio-Techne$0$335 ▼-100.0%00.0%MedicalShowing 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. 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