Peloton Wealth Strategists Top Holdings and 13F Report (2024) → Do NOT Buy the Fidelity and Blackrock Bitcoin ETFs - Here’s why (From DTI) (Ad) About Peloton Wealth StrategistsInvestment ActivityPeloton Wealth Strategists has $246.20 thousand in total holdings as of March 31, 2024.Peloton Wealth Strategists owns shares of 91 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 3.51% of the portfolio was purchased this quarter.About 9.01% of the portfolio was sold this quarter.This quarter, Peloton Wealth Strategists has purchased 93 new stocks and bought additional shares in 43 stocks.Peloton Wealth Strategists sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings Mastercard $8,690Thermo Fisher Scientific $7,903JPMorgan Chase & Co. $7,694Microsoft $7,332Salesforce $7,152 Largest New Holdings this Quarter Synopsys $438 HoldingValmont Industries $334 HoldingBio-Techne $211 HoldingProShares Ultra S&P500 $202 Holding Largest Purchases this Quarter Veeva Systems 2,955 shares (about $684.43)UnitedHealth Group 1,203 shares (about $595.14)Texas Pacific Land 1,024 shares (about $592.41)iShares iBonds Dec 2029 Term Corporate ETF 24,300 shares (about $554.57)Lululemon Athletica 1,334 shares (about $521.06) Largest Sales this Quarter Salesforce 1,603 shares (about $482.78)Medtronic 5,400 shares (about $470.79)BOX 15,500 shares (about $438.98)iShares S&P 100 ETF 915 shares (about $226.40)Thermo Fisher Scientific 324 shares (about $188.32) 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 PortfolioSectorMAMastercard$8,690$160 ▼-1.8%18,0453.5%Business ServicesTMOThermo Fisher Scientific$7,903$188 ▼-2.3%13,5973.2%MedicalJPMJPMorgan Chase & Co.$7,694$21 ▲0.3%38,4133.1%FinanceMSFTMicrosoft$7,332$69 ▼-0.9%17,4283.0%Computer and TechnologyCRMSalesforce$7,152$483 ▼-6.3%23,7472.9%Computer and TechnologyGOOGLAlphabet$7,073$107 ▼-1.5%46,8652.9%Computer and TechnologyAMZNAmazon.com$6,923$76 ▲1.1%38,3812.8%Retail/WholesaleIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,902$363 ▲5.5%289,9852.8%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$6,817$195 ▲3.0%274,7852.8%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$6,425$357 ▲5.9%258,0002.6%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$6,321$316 ▲5.3%265,0352.6%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,831$555 ▲10.5%255,5002.4%ETFAMATApplied Materials$5,539$126 ▼-2.2%26,8602.2%Computer and TechnologyIBDPiShares iBonds Dec 2024 Term Corporate ETF$5,5250.0%220,5502.2%ETFAMGNAmgen$5,522$156 ▼-2.8%19,4232.2%MedicalRTXRTX$5,267$11 ▲0.2%54,0052.1%AerospaceUNHUnitedHealth Group$5,191$595 ▲12.9%10,4932.1%MedicalABBVAbbVie$4,522$31 ▼-0.7%24,8351.8%MedicalBOXBOX$4,404$439 ▼-9.1%155,5001.8%Computer and TechnologyPEPPepsiCo$4,292$11 ▲0.2%24,5221.7%Consumer StaplesLYBLyondellBasell Industries$4,234$10 ▼-0.2%41,4001.7%Basic MaterialsBK OF AMERICA CORP 7.25CNV PFD L$4,189$70 ▲1.7%3,5091.7%Convertible PreferredCMGChipotle Mexican Grill$4,142$76 ▼-1.8%1,4251.7%Retail/WholesaleCMICummins$4,020$22 ▲0.6%13,6451.6%Auto/Tires/TrucksTREXTrex$3,813$77 ▼-2.0%38,2301.5%ConstructionIBDViShares iBonds Dec 2030 Term Corporate ETF$3,756$332 ▲9.7%175,5001.5%ETFGSThe Goldman Sachs Group$3,659$22 ▲0.6%8,7601.5%FinanceUPSUnited Parcel Service$3,621$7 ▲0.2%24,3611.5%TransportationEMREmerson Electric$3,602$116 ▲3.3%31,7601.5%Industrial ProductsOEFiShares S&P 100 ETF$3,590$226 ▼-5.9%14,5091.5%ETFGRMNGarmin$3,4110.0%22,9151.4%Computer and TechnologyYETIYETI$3,374$54 ▲1.6%87,5251.4%Consumer DiscretionarySBUXStarbucks$3,121$5 ▼-0.1%34,1501.3%Retail/WholesaleHDHome Depot$3,014$88 ▼-2.8%7,8571.2%Retail/WholesaleBBYBest Buy$2,984$35 ▲1.2%36,3751.2%Retail/WholesaleHONHoneywell International$2,9400.0%14,3251.2%Multi-Sector ConglomeratesTFCTruist Financial$2,655$109 ▲4.3%68,1001.1%FinanceCOSTCostco Wholesale$2,581$295 ▲12.9%3,5231.0%Retail/WholesaleJNJJohnson & Johnson$2,571$28 ▼-1.1%16,2531.0%MedicalIBHDiShares iBonds 2024 Term High Yield and Income ETF$2,467$48 ▲2.0%105,8291.0%ETFLULULululemon Athletica$2,394$521 ▲27.8%6,1291.0%Consumer DiscretionaryIBMInternational Business Machines$2,247$62 ▼-2.7%11,7650.9%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$2,223$123 ▲5.9%108,5000.9%ETFCSCOCisco Systems$2,137$17 ▼-0.8%42,8250.9%Computer and TechnologyMNSTMonster Beverage$2,1350.0%36,0200.9%Consumer StaplesSPGIS&P Global$1,896$410 ▲27.6%4,4560.8%Business ServicesSWKSSkyworks Solutions$1,825$5 ▲0.3%16,8450.7%Computer and TechnologyALGNAlign Technology$1,786$8 ▼-0.5%5,4450.7%MedicalZTSZoetis$1,706$41 ▲2.5%10,0840.7%MedicalIWDiShares Russell 1000 Value ETF$1,684$112 ▲7.1%9,4000.7%ETFIWSiShares Russell Mid-Cap Value ETF$1,681$114 ▲7.3%13,4140.7%ETFACNAccenture$1,589$111 ▼-6.5%4,5830.6%Business ServicesMCDMcDonald's$1,5860.0%5,6250.6%Retail/WholesaleADBEAdobe$1,583$168 ▲11.8%3,1370.6%Computer and TechnologySCHHSchwab U.S. REIT ETF$1,559$67 ▼-4.1%76,8020.6%ETFGNRCGenerac$1,536$44 ▲3.0%12,1750.6%Computer and TechnologyDVNDevon Energy$1,495$47 ▲3.2%29,7880.6%Oils/EnergyDHRDanaher$1,421$56 ▲4.1%5,6890.6%Multi-Sector ConglomeratesONONON$1,408$361 ▲34.5%39,7850.6%Consumer DiscretionaryVEEVVeeva Systems$1,238$684 ▲123.6%5,3450.5%Computer and TechnologyUSBU.S. Bancorp$1,233$31 ▲2.6%27,5750.5%FinanceFIVEFive Below$1,201$412 ▲52.2%6,6200.5%Retail/WholesaleEXELExelixis$1,159$40 ▲3.6%48,8300.5%MedicalRMDResMed$1,061$170 ▼-13.8%5,3600.4%MedicalMDTMedtronic$1,034$471 ▼-31.3%11,8600.4%MedicalLLYEli Lilly and Company$9380.0%1,2050.4%MedicalALBAlbemarle$878$13 ▼-1.5%6,6650.4%Basic MaterialsFDMT4D Molecular Therapeutics$7970.0%25,0000.3%MedicalKEYSKeysight Technologies$765$4 ▼-0.5%4,8950.3%Computer and TechnologyTPLTexas Pacific Land$722$592 ▲457.1%1,2480.3%Oils/EnergyIBDXiShares iBonds Dec 2032 Term Corporate ETF$7190.0%29,0000.3%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$6620.0%25,0000.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$575$16 ▲2.9%11,2090.2%ManufacturingFANGDiamondback Energy$5350.0%2,7000.2%Oils/EnergyIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$5110.0%19,7000.2%ETFNVDANVIDIA$509$82 ▼-13.9%5630.2%Computer and TechnologyAAPLApple$4540.0%2,6490.2%Computer and TechnologySNPSSynopsys$438$438 ▲New Holding7660.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$390$65 ▲20.2%7450.2%FinanceAFLAflac$3430.0%4,0000.1%FinanceVMIValmont Industries$334$334 ▲New Holding1,4630.1%Industrial ProductsPFEPfizer$323$19 ▼-5.4%11,6500.1%MedicalIJRiShares Core S&P Small-Cap ETF$312$1 ▲0.4%2,8190.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$309$0 ▲0.0%4,8730.1%ETFMBINMerchants Bancorp$3080.0%7,1250.1%FinanceIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$3030.0%12,0000.1%ETFINTUIntuit$265$7 ▲2.5%4070.1%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$2590.0%10,2000.1%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2520.0%10,0000.1%ETFTECHBio-Techne$211$211 ▲New Holding3,0000.1%MedicalSSOProShares Ultra S&P500$202$202 ▲New Holding2,6050.1%ETFIWPiShares Russell Mid-Cap Growth ETF$0$5,768 ▼-100.0%00.0%ETFMASIMasimo$0$5,768 ▼-100.0%00.0%MedicalSONOSonos$0$5,768 ▼-100.0%00.0%Consumer DiscretionaryPRUPrudential Financial$0$876 ▼-100.0%00.0%FinanceMKTXMarketAxess$0$479 ▼-100.0%00.0%FinanceIWFiShares Russell 1000 Growth ETF$0$240 ▼-100.0%00.0%ETFShowing 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. 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