Peloton Wealth Strategists Top Holdings and 13F Report (2026) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $247.24 thousand in total holdings as of March 31, 2026.Peloton Wealth Strategists owns shares of 86 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 11.85% of the portfolio was purchased this quarter.About 12.27% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 90 new stocks and bought additional shares in 35 stocks.Peloton Wealth Strategists sold shares of 31 stocks and completely divested from 14 stocks this quarter.Largest Holdings Alphabet $11,353iShares iBonds Dec 2028 Term Corporate ETF $10,111iShares iBonds Dec 2029 Term Corporate ETF $9,156iShares iBonds Dec 2027 Term Corporate ETF $8,528iShares iBonds Dec 2030 Term Corporate ETF $8,201 Largest New Holdings this Quarter 64110L106 - Netflix $2,843 HoldingG8473T100 - STERIS $2,253 Holding464287481 - iShares Russell Mid-Cap Growth ETF $1,918 Holding040413205 - ARISTA NETWORKS INC COM SHS $1,486 Holding743315103 - Progressive $1,422 Holding Largest Purchases this Quarter Netflix 29,570 shares (about $2.84K)STERIS 10,190 shares (about $2.25K)iShares Russell Mid-Cap Growth ETF 14,972 shares (about $1.92K)Vertiv 7,235 shares (about $1.81K)Zoetis 13,748 shares (about $1.63K) Largest Sales this Quarter Applied Materials 9,260 shares (about $3.17K)iShares MSCI EAFE Small-Cap ETF 23,082 shares (about $1.81K)Thermo Fisher Scientific 2,895 shares (about $1.42K)Salesforce 5,550 shares (about $1.04K)Kinsale Capital Group 2,117 shares (about $723.49) 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 PortfolioSectorGOOGLAlphabet$11,353$279 â–¼-2.4%39,4804.6%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$10,111$219 â–²2.2%399,1884.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$9,156$420 â–²4.8%393,6453.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$8,528$34 â–²0.4%351,8203.4%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$8,201$324 â–²4.1%374,6503.3%ETFAMZNAmazon.com$8,065$64 â–¼-0.8%38,7253.3%Retail/WholesaleMAMastercard$7,267$209 â–¼-2.8%14,5442.9%Business ServicesIBDRiShares iBonds Dec 2026 Term Corporate ETF$7,251$65 â–¼-0.9%299,1402.9%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$6,433$1,277 â–²24.8%307,3502.6%ETFJPMJPMorgan Chase & Co.$6,349$463 â–¼-6.8%21,5852.6%FinanceRTXRTX$6,158$188 â–¼-3.0%31,9252.5%AerospaceCMICummins$5,723$417 â–¼-6.8%10,6382.3%Auto/Tires/TrucksMSFTMicrosoft$5,416$110 â–¼-2.0%14,6302.2%Computer and TechnologyVRTVertiv$5,300$1,813 â–²52.0%21,1502.1%Computer and TechnologyFCXFreeport-McMoRan$5,231$354 â–²7.3%89,0002.1%Basic MaterialsTMOThermo Fisher Scientific$4,503$1,423 â–¼-24.0%9,1611.8%MedicalBANK AMERICA CORP 7.25CNV PFD L$4,343$238 â–²5.8%3,6451.8%Convertible PreferredGSThe Goldman Sachs Group$4,137$588 â–¼-12.4%4,8901.7%FinanceEMREmerson Electric$4,092$92 â–¼-2.2%31,2351.7%IndustrialsVRTXVertex Pharmaceuticals$4,081$45 â–²1.1%9,1401.7%MedicalAMGNAmgen$3,997$44 â–¼-1.1%11,3601.6%MedicalOEFiShares S&P 100 ETF$3,936$134 â–¼-3.3%12,3761.6%ETFUBERUber Technologies$3,523$263 â–²8.1%48,9851.4%Computer and TechnologyKIMBERLY-CLARK CORP COM$3,513$1,227 â–²53.7%36,4201.4%StockCSCOCisco Systems$3,443$4 â–²0.1%44,3751.4%Computer and TechnologyCOFCapital One Financial$3,421$1,187 â–²53.1%18,7551.4%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,374$986 â–²41.3%133,5001.4%ETFCCitigroup$3,366$133 â–¼-3.8%29,6801.4%Financial ServicesDHID.R. Horton$3,343$1,012 â–²43.4%24,3651.4%ConstructionCOSTCostco Wholesale$3,252$45 â–¼-1.4%3,2641.3%Retail/WholesaleNKENIKE$3,238$339 â–²11.7%61,2951.3%Consumer DiscretionaryCRMSalesforce$3,169$1,036 â–¼-24.6%16,9781.3%Computer and TechnologyTGTTarget$2,960$210 â–²7.6%24,4221.2%Retail/WholesaleHEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV$2,855$55 â–²2.0%44,2501.2%Convertible PreferredNFLXNetflix$2,843$2,843 â–²New Holding29,5701.1%Consumer DiscretionaryABBVAbbVie$2,811$33 â–¼-1.1%12,9251.1%MedicalABNBAirbnb$2,809$127 â–²4.7%22,2451.1%Consumer DiscretionaryNVONovo Nordisk A/S$2,750$502 â–²22.3%74,8301.1%MedicalZTSZoetis$2,708$1,625 â–²150.1%22,9101.1%MedicalMNSTMonster Beverage$2,603$143 â–¼-5.2%35,9251.1%Consumer StaplesAMATApplied Materials$2,557$3,165 â–¼-55.3%7,4801.0%Computer and TechnologyPEPPepsiCo$2,550$353 â–¼-12.2%16,4201.0%Consumer StaplesGRMNGarmin$2,547$384 â–²17.7%10,9801.0%Computer and TechnologyISRGIntuitive Surgical$2,530$1,155 â–²83.9%5,4891.0%MedicalSLBSLB$2,351$103 â–²4.6%45,7501.0%EnergySTESTERIS$2,253$2,253 â–²New Holding10,1900.9%MedicalACNAccenture$2,230$763 â–²52.0%11,2470.9%Computer and TechnologyHONHoneywell International$2,1480.0%9,5050.9%Multi-Sector ConglomeratesIWSiShares Russell Mid-Cap Value ETF$2,030$34 â–²1.7%13,9310.8%ETFINTUIntuit$1,966$411 â–¼-17.3%4,5460.8%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,918$1,918 â–²New Holding14,9720.8%ETFNBIXNeurocrine Biosciences$1,757$30 â–¼-1.7%13,3350.7%MedicalSPGIS&P Global$1,709$94 â–¼-5.2%4,0170.7%FinanceMCDMcDonald's$1,6580.0%5,3350.7%Retail/WholesaleMDTMedtronic$1,489$325 â–²27.9%17,1800.6%MedicalARISTA NETWORKS INC COM SHS$1,486$1,486 â–²New Holding12,1050.6%StockFIDELITY WISE ORIGIN BITCOIN FUND$1,450$797 â–²122.0%24,5710.6%ETFPGRProgressive$1,422$1,422 â–²New Holding7,1750.6%FinanceHDHome Depot$1,306$87 â–¼-6.3%3,9710.5%Retail/WholesaleLLYEli Lilly and Company$1,091$9 â–²0.9%1,1860.4%MedicalSCHHSchwab U.S. REIT ETF$1,054$1,054 â–²New Holding49,0280.4%ETFKNSLKinsale Capital Group$974$723 â–¼-42.6%2,8500.4%FinanceIDXXIDEXX Laboratories$957$635 â–¼-39.9%1,7030.4%MedicalAPHAmphenol$910$910 â–²New Holding7,2000.4%Computer and TechnologyNVDANVIDIA$780$16 â–¼-2.0%4,4730.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$701$77 â–²12.3%13,3280.3%ManufacturingAAPLApple$695$25 â–¼-3.5%2,7380.3%Computer and TechnologyHPEHewlett Packard Enterprise$662$91 â–²15.9%27,8200.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$570$43 â–²8.1%4,5840.2%ETFTPLTexas Pacific Land$4980.0%1,0500.2%EnergySCZiShares MSCI EAFE Small-Cap ETF$474$1,808 â–¼-79.2%6,0510.2%ETFSMURFIT WESTROCK PLC SHS$466$466 â–²New Holding11,7000.2%StockAFLAflac$4390.0%4,0000.2%FinanceTOSTToast$419$419 â–²New Holding15,8000.2%Computer and TechnologyMETAMeta Platforms$418$209 â–²100.0%7300.2%Computer and TechnologyHNRGHallador Energy$407$16 â–²4.2%25,0000.2%EnergyCVXChevron$344$12 â–¼-3.4%1,6640.1%EnergyIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3320.0%13,0000.1%ETFSPYSPDR S&P 500 ETF Trust$306$1 â–²0.2%4700.1%FinanceGOOGAlphabet$2870.0%1,0000.1%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2820.0%11,0000.1%ETFCOPConocoPhillips$271$271 â–²New Holding2,0520.1%EnergyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2540.0%10,0000.1%ETFFDMT4D Molecular Therapeutics$2330.0%25,0000.1%MedicalMBINMerchants Bancorp$229$28 â–¼-10.9%5,3330.1%FinanceSTLDSteel Dynamics$2210.0%1,2250.1%Basic MaterialsTFCTruist Financial$0$2,352 â–¼-100.0%00.0%FinanceIWNiShares Russell 2000 Value ETF$0$1,957 â–¼-100.0%00.0%ETFBBYBest Buy$0$1,939 â–¼-100.0%00.0%Retail/WholesaleJNJJohnson & Johnson$0$1,776 â–¼-100.0%00.0%MedicalVEEVVeeva Systems$0$1,650 â–¼-100.0%00.0%MedicalSBUXStarbucks$0$1,510 â–¼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$1,362 â–¼-100.0%00.0%MedicalDHRDanaher$0$1,161 â–¼-100.0%00.0%MedicalUSBU.S. Bancorp$0$1,101 â–¼-100.0%00.0%FinanceMANHManhattan Associates$0$839 â–¼-100.0%00.0%Computer and TechnologyADBEAdobe$0$772 â–¼-100.0%00.0%Computer and TechnologyCMGChipotle Mexican Grill$0$629 â–¼-100.0%00.0%Retail/WholesaleTSLATesla$0$229 â–¼-100.0%00.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$0$204 â–¼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.