Sponsored

The Analysis of Peloton Wealth Strategists's Holdings & P&L

Currently, Peloton Wealth Strategists holds 86 types of securities in its portfolio with a total value $247.2K. In the most recent quarter, they have increased their positions in NFLX (+29.6K shares, valued at $2.8K), N/A (+10.2K shares, valued at $2.3K), IWP (+15.0K shares, valued at $1.9K); decreased their positions in AMAT (-9.3K shares, valued at $3.2K), SCZ (-23.1K shares, valued at $1.8K), TMO (-2.9K shares, valued at $1.4K); initiated new positions in NFLX (+29.6K shares, valued at $2.8K), N/A (+10.2K shares, valued at $2.3K), IWP (+15.0K shares, valued at $1.9K).

1M P&L

+2.0M+0.86%

3M P&L

+366.2K+0.16%

HY P&L

+9.9M+4.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A71.0K

29.8%

2Software - Application14.9K

6.3%

3Drug Manufacturers - General12.9K

5.4%

Top Industries by Stock Count

1N/A20 stocks

23.8%

2Drug Manufacturers - General5 stocks

6.0%

3Software - Application5 stocks

6.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A39.5K shares-2.40%2026-03-312026-05-14

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF399.2K shares2.21%2026-03-312026-05-14

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF393.6K shares4.81%2026-03-312026-05-14

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF351.8K shares0.40%2026-03-312026-05-14

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF374.6K shares4.11%2026-03-312026-05-14

AMZN AMAZON COM INC COM38.7K shares-0.78%2026-03-312026-05-14

MA MASTERCARD INCORPORATED CL A14.5K shares-2.79%2026-03-312026-05-14

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF299.1K shares-0.89%2026-03-312026-05-14

Sponsored

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF307.4K shares24.76%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO COM21.6K shares-6.80%2026-03-312026-05-14

RTX RTX CORPORATION COM31.9K shares-2.96%2026-03-312026-05-14

CMI CUMMINS INC COM10.6K shares-6.79%2026-03-312026-05-14

MSFT MICROSOFT CORP COM14.6K shares-1.99%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO COM CL A21.1K shares51.99%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC CL B89.0K shares7.26%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC COM9.2K shares-24.01%2026-03-312026-05-14

Sponsored

BAC-PL BANK AMERICA CORP 7.25CNV PFD L3.6K shares5.81%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC COM4.9K shares-12.44%2026-03-312026-05-14

EMR EMERSON ELEC CO COM31.2K shares-2.19%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC COM9.1K shares1.11%2026-03-312026-05-14

AMGN AMGEN INC COM11.4K shares-1.09%2026-03-312026-05-14

OEF ISHARES S&P 100 ETF12.4K shares-3.29%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC COM49.0K shares8.07%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP COM36.4K shares53.70%2026-03-312026-05-14

Sponsored

CSCO CISCO SYS INC COM44.4K shares0.11%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP COM18.8K shares53.10%2026-03-312026-05-14

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF133.5K shares41.27%2026-03-312026-05-14

CITIGROUP INC COM NEW CITIGROUP INC COM NEW29.7K shares-3.79%2026-03-312026-05-14

DHI D R HORTON INC COM24.4K shares43.41%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION COM3.3K shares-1.36%2026-03-312026-05-14

NKE NIKE INC CL B61.3K shares11.71%2026-03-312026-05-14

CRM SALESFORCE INC COM17.0K shares-24.64%2026-03-312026-05-14

Sponsored

TGT TARGET CORP COM24.4K shares7.65%2026-03-312026-05-14

HPE-PC HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV44.3K shares1.96%2026-03-312026-05-14

NFLX NETFLIX INC. COM29.6K sharesnew addition2026-03-312026-05-14

ABBV ABBVIE INC COM12.9K shares-1.15%2026-03-312026-05-14

ABNB AIRBNB INC COM CL A22.2K shares4.73%2026-03-312026-05-14

NVO NOVO-NORDISK A S ADR74.8K shares22.31%2026-03-312026-05-14

ZTS ZOETIS INC CL A22.9K shares150.05%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW COM35.9K shares-5.20%2026-03-312026-05-14

Sponsored

AMAT APPLIED MATLS INC COM7.5K shares-55.32%2026-03-312026-05-14

PEP PEPSICO INC COM16.4K shares-12.17%2026-03-312026-05-14

GRMN GARMIN LTD SHS11.0K shares17.75%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC COM NEW5.5K shares83.95%2026-03-312026-05-14

SLB SLB LIMITED COM STK45.8K shares4.57%2026-03-312026-05-14

STERIS PLC SHS USD STERIS PLC SHS USD10.2K sharesnew addition2026-03-312026-05-14

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A11.2K shares52.03%2026-03-312026-05-14

HON HONEYWELL INTL INC COM9.5K shares0.00%2026-03-312026-05-14

Sponsored

IWS ISHARES RUSSELL MID-CAP VALUE ETF13.9K shares1.69%2026-03-312026-05-14

INTU INTUIT COM4.5K shares-17.29%2026-03-312026-05-14

IWP ISHARES RUSSELL MID-CAP GROWTH ETF15.0K sharesnew addition2026-03-312026-05-14

NBIX NEUROCRINE BIOSCIENCES INC COM13.3K shares-1.66%2026-03-312026-05-14

SPGI S&P GLOBAL INC COM4.0K shares-5.24%2026-03-312026-05-14

MCD MCDONALDS CORP COM5.3K shares0.00%2026-03-312026-05-14

MEDTRONIC PLC SHS MEDTRONIC PLC SHS17.2K shares27.92%2026-03-312026-05-14

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS12.1K sharesnew addition2026-03-312026-05-14

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN FUND24.6K shares122.02%2026-03-312026-05-14

PGR PROGRESSIVE CORP COM7.2K sharesnew addition2026-03-312026-05-14

HD HOME DEPOT INC COM4.0K shares-6.26%2026-03-312026-05-14

LLY ELI LILLY & CO COM1.2K shares0.85%2026-03-312026-05-14

SCHH SCHWAB U.S. REIT ETF49.0K sharesnew addition2026-03-312026-05-14

KNSL KINSALE CAP GROUP INC COM2.9K shares-42.62%2026-03-312026-05-14

IDXX IDEXX LABS INC COM1.7K shares-39.89%2026-03-312026-05-14

APH AMPHENOL CORP CL A7.2K sharesnew addition2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION COM4.5K shares-1.97%2026-03-312026-05-14

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF13.3K shares12.26%2026-03-312026-05-14

AAPL APPLE INC COM2.7K shares-3.52%2026-03-312026-05-14

HPE HEWLETT PACKARD ENTERPRISE CO COM27.8K shares15.87%2026-03-312026-05-14

IJR ISHARES CORE S&P SMALL CAP ETF4.6K shares8.14%2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATION COM1.1K shares0.00%2026-03-312026-05-14

SCZ ISHARES MSCI EAFE SMALL-CAP ETF6.1K shares-79.23%2026-03-312026-05-14

SW SMURFIT WESTROCK PLC SHS11.7K sharesnew addition2026-03-312026-05-14

Sponsored

AFL AFLAC INC COM4.0K shares0.00%2026-03-312026-05-14

TOST TOAST INC CL A15.8K sharesnew addition2026-03-312026-05-14

META META PLATFORMS INC CL A730 shares100.00%2026-03-312026-05-14

HNRG HALLADOR ENERGY COMPANY COM25.0K shares4.17%2026-03-312026-05-14

CVX CHEVRON CORPORATION COM1.7K shares-3.37%2026-03-312026-05-14

IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF13.0K shares0.00%2026-03-312026-05-14

SPY STATE STREET SPDR S&P 500 ETF470 shares0.21%2026-03-312026-05-14

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.0K shares0.00%2026-03-312026-05-14

Sponsored

IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF11.0K shares0.00%2026-03-312026-05-14

COP CONOCOPHILLIPS COM2.1K sharesnew addition2026-03-312026-05-14

IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF10.0K shares0.00%2026-03-312026-05-14

FDMT 4D MOLECULAR THERAPEUTICS INC COM25.0K shares0.00%2026-03-312026-05-14

MBIN MERCHANTS BANCORP IND COM5.3K shares-10.89%2026-03-312026-05-14

STLD STEEL DYNAMICS INC COM1.2K shares0.00%2026-03-312026-05-14

ALPHABET INC CAP STK CL A

-2.40%

Shares39.5K

Event2026-03-31

Filed2026-05-14

IBDT

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

2.21%

Shares399.2K

Event2026-03-31

Filed2026-05-14

IBDU

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

4.81%

Shares393.6K

Event2026-03-31

Filed2026-05-14

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

0.40%

Shares351.8K

Event2026-03-31

Filed2026-05-14

IBDV

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

4.11%

Shares374.6K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC COM

-0.78%

Shares38.7K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED CL A

-2.79%

Shares14.5K

Event2026-03-31

Filed2026-05-14

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

-0.89%

Shares299.1K

Event2026-03-31

Filed2026-05-14

IBDW

ISHARES IBONDS DEC 2031 TERM CORPORATE ETF

24.76%

Shares307.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO COM

-6.80%

Shares21.6K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION COM

-2.96%

Shares31.9K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC COM

-6.79%

Shares10.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP COM

-1.99%

Shares14.6K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO COM CL A

51.99%

Shares21.1K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC CL B

7.26%

Shares89.0K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC COM

-24.01%

Shares9.2K

Event2026-03-31

Filed2026-05-14

BAC-PL

BANK AMERICA CORP 7.25CNV PFD L

5.81%

Shares3.6K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC COM

-12.44%

Shares4.9K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO COM

-2.19%

Shares31.2K

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC COM

1.11%

Shares9.1K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC COM

-1.09%

Shares11.4K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES S&P 100 ETF

-3.29%

Shares12.4K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC COM

8.07%

Shares49.0K

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY-CLARK CORP COM

53.70%

Shares36.4K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC COM

0.11%

Shares44.4K

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP COM

53.10%

Shares18.8K

Event2026-03-31

Filed2026-05-14

IBDX

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

41.27%

Shares133.5K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC COM NEW

-3.79%

Shares29.7K

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC COM

43.41%

Shares24.4K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION COM

-1.36%

Shares3.3K

Event2026-03-31

Filed2026-05-14

NKE

NIKE INC CL B

11.71%

Shares61.3K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC COM

-24.64%

Shares17.0K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP COM

7.65%

Shares24.4K

Event2026-03-31

Filed2026-05-14

HPE-PC

HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV

1.96%

Shares44.3K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC. COM

New

Shares29.6K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC COM

-1.15%

Shares12.9K

Event2026-03-31

Filed2026-05-14

ABNB

AIRBNB INC COM CL A

4.73%

Shares22.2K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S ADR

22.31%

Shares74.8K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC CL A

150.05%

Shares22.9K

Event2026-03-31

Filed2026-05-14

MNST

MONSTER BEVERAGE CORP NEW COM

-5.20%

Shares35.9K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC COM

-55.32%

Shares7.5K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC COM

-12.17%

Shares16.4K

Event2026-03-31

Filed2026-05-14

GRMN

GARMIN LTD SHS

17.75%

Shares11.0K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC COM NEW

83.95%

Shares5.5K

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED COM STK

4.57%

Shares45.8K

Event2026-03-31

Filed2026-05-14

STERIS PLC SHS USD

New

Shares10.2K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND SHS CLASS A

52.03%

Shares11.2K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC COM

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

1.69%

Shares13.9K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT COM

-17.29%

Shares4.5K

Event2026-03-31

Filed2026-05-14

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

New

Shares15.0K

Event2026-03-31

Filed2026-05-14

NBIX

NEUROCRINE BIOSCIENCES INC COM

-1.66%

Shares13.3K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC COM

-5.24%

Shares4.0K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP COM

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC SHS

27.92%

Shares17.2K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC COM SHS

New

Shares12.1K

Event2026-03-31

Filed2026-05-14

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

122.02%

Shares24.6K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP COM

New

Shares7.2K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC COM

-6.26%

Shares4.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO COM

0.85%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SCHH

SCHWAB U.S. REIT ETF

New

Shares49.0K

Event2026-03-31

Filed2026-05-14

KNSL

KINSALE CAP GROUP INC COM

-42.62%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IDXX

IDEXX LABS INC COM

-39.89%

Shares1.7K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP CL A

New

Shares7.2K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION COM

-1.97%

Shares4.5K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

12.26%

Shares13.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC COM

-3.52%

Shares2.7K

Event2026-03-31

Filed2026-05-14

HPE

HEWLETT PACKARD ENTERPRISE CO COM

15.87%

Shares27.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES CORE S&P SMALL CAP ETF

8.14%

Shares4.6K

Event2026-03-31

Filed2026-05-14

TPL

TEXAS PACIFIC LAND CORPORATION COM

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

-79.23%

Shares6.1K

Event2026-03-31

Filed2026-05-14

SMURFIT WESTROCK PLC SHS

New

Shares11.7K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC COM

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

TOST

TOAST INC CL A

New

Shares15.8K

Event2026-03-31

Filed2026-05-14