Peloton Wealth Strategists Top Holdings and 13F Report (2025) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $239.22 thousand in total holdings as of March 31, 2025.Peloton Wealth Strategists owns shares of 92 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 8.50% of the portfolio was purchased this quarter.About 8.51% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 92 new stocks and bought additional shares in 34 stocks.Peloton Wealth Strategists sold shares of 39 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares iBonds Dec 2028 Term Corporate ETF $9,162Mastercard $8,686iShares iBonds Dec 2027 Term Corporate ETF $8,208iShares iBonds Dec 2029 Term Corporate ETF $7,841Amazon.com $7,838 Largest New Holdings this Quarter 90353T100 - Uber Technologies $2,318 Holding464287630 - iShares Russell 2000 Value ETF $1,578 Holding172967424 - Citigroup $1,512 Holding670100205 - Novo Nordisk A/S $880 Holding26856L103 - e.l.f. Beauty $477 Holding Largest Purchases this Quarter Uber Technologies 31,810 shares (about $2.32K)iShares MSCI EAFE Small-Cap ETF 28,076 shares (about $1.78K)Freeport-McMoRan 44,800 shares (about $1.70K)iShares Russell 2000 Value ETF 10,449 shares (about $1.58K)Citigroup 21,300 shares (about $1.51K) Largest Sales this Quarter JPMorgan Chase & Co. 9,010 shares (about $2.21K)AbbVie 7,000 shares (about $1.47K)The Goldman Sachs Group 960 shares (about $524.47)ON 11,750 shares (about $515.84)Mastercard 895 shares (about $490.56) 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$9,162$1,099 ▲13.6%362,6943.8%ETFMAMastercard$8,686$491 ▼-5.3%15,8473.6%Business ServicesIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,208$709 ▲9.5%339,4703.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$7,841$754 ▲10.6%339,0003.3%ETFAMZNAmazon.com$7,838$125 ▼-1.6%41,1973.3%Retail/WholesaleIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,365$83 ▼-1.1%292,8403.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,210$432 ▲6.4%297,8203.0%ETFGOOGLAlphabet$7,031$264 ▼-3.6%45,4672.9%Computer and TechnologyCRMSalesforce$6,297$386 ▼-5.8%23,4652.6%Computer and TechnologyTMOThermo Fisher Scientific$6,230$187 ▼-2.9%12,5212.6%MedicalJPMJPMorgan Chase & Co.$6,212$2,210 ▼-26.2%25,3252.6%FinanceMSFTMicrosoft$6,129$161 ▼-2.6%16,3272.6%Computer and TechnologyRTXRTX$6,017$66 ▼-1.1%45,4252.5%AerospaceIBDViShares iBonds Dec 2030 Term Corporate ETF$5,940$791 ▲15.4%273,5002.5%ETFUNHUnitedHealth Group$5,405$77 ▲1.4%10,3202.3%MedicalIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,137$609 ▲17.3%199,3501.7%ETFBANK AMERICA CORP 7.25CNV PFD L$4,127$67 ▼-1.6%3,3431.7%Convertible PreferredGSThe Goldman Sachs Group$4,022$524 ▼-11.5%7,3621.7%FinanceLULULululemon Athletica$3,886$98 ▼-2.5%13,7301.6%Consumer DiscretionaryEMREmerson Electric$3,882$5 ▼-0.1%35,4101.6%IndustrialsVRTXVertex Pharmaceuticals$3,856$931 ▲31.8%7,9541.6%MedicalCMICummins$3,843$162 ▼-4.1%12,2601.6%Auto/Tires/TrucksAMATApplied Materials$3,815$152 ▼-3.8%26,2901.6%Computer and TechnologyAMGNAmgen$3,576$62 ▲1.8%11,4781.5%MedicalCOSTCostco Wholesale$3,502$30 ▲0.9%3,7031.5%Retail/WholesaleOEFiShares S&P 100 ETF$3,478$93 ▼-2.6%12,8411.5%ETFABBVAbbVie$3,222$1,466 ▼-31.3%15,3801.3%MedicalPEPPepsiCo$3,161$150 ▼-4.5%21,0851.3%Consumer StaplesCMGChipotle Mexican Grill$2,946$301 ▼-9.3%58,6751.2%Retail/WholesaleHONHoneywell International$2,920$90 ▼-3.0%13,7901.2%Multi-Sector ConglomeratesFCXFreeport-McMoRan$2,835$1,696 ▲149.0%74,8751.2%Basic MaterialsCSCOCisco Systems$2,803$59 ▼-2.0%45,4251.2%Computer and TechnologyYETIYETI$2,717$156 ▼-5.4%82,0751.1%Consumer DiscretionaryINTUIntuit$2,710$9 ▲0.3%4,4141.1%Computer and TechnologyMNSTMonster Beverage$2,554$44 ▼-1.7%43,6451.1%Consumer StaplesBBYBest Buy$2,464$42 ▼-1.7%33,4751.0%Retail/WholesaleTFCTruist Financial$2,444$202 ▼-7.6%59,4001.0%FinanceUBERUber Technologies$2,318$2,318 ▲New Holding31,8101.0%Computer and TechnologyJNJJohnson & Johnson$2,261$269 ▼-10.6%13,6330.9%MedicalSPGIS&P Global$2,236$65 ▲3.0%4,4000.9%Business ServicesTREXTrex$2,194$78 ▼-3.5%37,7550.9%ConstructionUPSUnited Parcel Service$2,159$305 ▼-12.4%19,6310.9%TransportationADBEAdobe$2,072$474 ▲29.6%5,4020.9%Computer and TechnologyZTSZoetis$2,058$329 ▲19.1%12,4970.9%MedicalSCZiShares MSCI EAFE Small-Cap ETF$2,020$1,784 ▲756.2%31,7890.8%ETFCOFCapital One Financial$1,995$90 ▲4.7%11,1250.8%FinanceSBUXStarbucks$1,987$353 ▼-15.1%20,2520.8%Retail/WholesaleTGTTarget$1,975$494 ▲33.4%18,9250.8%Retail/WholesaleVEEVVeeva Systems$1,887$150 ▲8.6%8,1450.8%MedicalIWSiShares Russell Mid-Cap Value ETF$1,752$40 ▲2.3%13,9060.7%ETFHDHome Depot$1,7350.0%4,7340.7%Retail/WholesaleMCDMcDonald's$1,666$23 ▼-1.4%5,3350.7%Retail/WholesaleNBIXNeurocrine Biosciences$1,658$97 ▲6.2%14,9900.7%MedicalIWNiShares Russell 2000 Value ETF$1,578$1,578 ▲New Holding10,4490.7%ETFCCitigroup$1,512$1,512 ▲New Holding21,3000.6%FinanceACNAccenture$1,3830.0%4,4330.6%Computer and TechnologySNPSSynopsys$1,352$96 ▲7.7%3,1530.6%Computer and TechnologyIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,312$187 ▲16.7%52,5000.5%ETFHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV$1,257$658 ▲109.8%26,3250.5%Convertible PreferredUSBU.S. Bancorp$1,209$17 ▲1.4%28,6250.5%FinanceONONON$1,177$516 ▼-30.5%26,8100.5%Retail/WholesaleEXELExelixis$1,175$480 ▼-29.0%31,8300.5%MedicalDHRDanaher$1,144$24 ▼-2.0%5,5810.5%MedicalTPLTexas Pacific Land$1,143$301 ▼-20.8%8630.5%EnergyMDTMedtronic$1,135$163 ▲16.7%12,6300.5%MedicalIDXXIDEXX Laboratories$1,055$820 ▲348.8%2,5130.4%MedicalLLYEli Lilly and Company$918$36 ▲4.1%1,1110.4%MedicalNVONovo Nordisk A/S$880$880 ▲New Holding12,6800.4%MedicalKEYSKeysight Technologies$771$7 ▼-1.0%5,1450.3%Computer and TechnologyDVNDevon Energy$765$56 ▼-6.8%20,4500.3%EnergyFANGDiamondback Energy$707$20 ▼-2.8%4,4200.3%EnergyNVDANVIDIA$642$5 ▲0.7%5,9270.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$621$16 ▼-2.5%11,8600.3%ManufacturingEGEverest Group$604$66 ▲12.4%1,6630.3%FinanceAAPLApple$5790.0%2,6070.2%Computer and TechnologyIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$5480.0%20,5000.2%ETFFIDELITY WISE ORIGIN BITCOIN FUND$527$94 ▲21.8%7,3170.2%ETFELFe.l.f. Beauty$477$477 ▲New Holding7,6020.2%Consumer StaplesAFLAflac$4450.0%4,0000.2%FinanceFTNTFortinet$417$10 ▲2.4%4,3300.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$413$16 ▼-3.7%7380.2%FinanceJCIJohnson Controls International$369$120 ▲48.4%4,6000.2%ConstructionIJRiShares Core S&P Small-Cap ETF$345$13 ▲3.9%3,2990.1%ETFTECHBio-Techne$3350.0%5,7100.1%MedicalIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3290.0%13,0000.1%ETFSLBSchlumberger$324$324 ▲New Holding7,7500.1%EnergyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2810.0%11,0000.1%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2530.0%10,0000.1%ETFMBINMerchants Bancorp$2490.0%6,7350.1%FinanceCVXChevron$233$233 ▲New Holding1,3900.1%EnergyHNRGHallador Energy$2330.0%19,0000.1%EnergyFDMT4D Molecular Therapeutics$810.0%25,0000.0%MedicalGRMNGarmin$0$2,370 ▼-100.0%00.0%Computer and TechnologyLYBLyondellBasell Industries$0$2,161 ▼-100.0%00.0%Basic MaterialsIWDiShares Russell 1000 Value ETF$0$1,734 ▼-100.0%00.0%ETFSCHHSchwab U.S. REIT ETF$0$1,669 ▼-100.0%00.0%ETFGNRCGenerac$0$1,618 ▼-100.0%00.0%IndustrialsRMDResMed$0$509 ▼-100.0%00.0%MedicalRBARB Global$0$257 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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