The Analysis of Peloton Wealth Strategists's Holdings
Currently, Peloton Wealth Strategists holds 93 types of securities in its portfolio with a total value $254.3K. In the most recent quarter, they have increased their positions in ABNB (+12.9K shares, valued at $1.6K), VRT (+8.7K shares, valued at $1.3K), NVO (+10.4K shares, valued at $579.7369848156183); decreased their positions in RTX (-7.4K shares, valued at $1.2K), LULU (-5.2K shares, valued at $931.6263995285799), HON (-4.1K shares, valued at $859.9335394126738); initiated new positions in ABNB (+12.9K shares, valued at $1.6K), VRT (+8.7K shares, valued at $1.3K), TSLA (+575 shares, valued at $256). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GOOGL ALPHABET INC CAP STK CL A42.4K shares-2.04%2025-09-302025-11-17
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF365.0K shares0.51%2025-09-302025-11-17 AMZN AMAZON COM INC COM39.9K shares-1.66%2025-09-302025-11-17 MA MASTERCARD INCORPORATED CL A15.0K shares-3.53%2025-09-302025-11-17 MSFT MICROSOFT CORP COM16.1K shares-1.61%2025-09-302025-11-17 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF339.1K shares-0.09%2025-09-302025-11-17 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF342.1K shares0.22%2025-09-302025-11-17 JPM JPMORGAN CHASE & CO. COM24.7K shares-0.86%2025-09-302025-11-17 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF304.1K shares1.27%2025-09-302025-11-17 IBDQ ISHARES IBONDS DEC 2025 TERM CORPORATE ETF279.6K shares-3.20%2025-09-302025-11-17 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF296.3K shares2.51%2025-09-302025-11-17 RTX RTX CORPORATION COM36.1K shares-17.04%2025-09-302025-11-17 TMO THERMO FISHER SCIENTIFIC INC COM12.2K shares-2.20%2025-09-302025-11-17 CRM SALESFORCE INC COM23.9K shares-2.65%2025-09-302025-11-17 GS GOLDMAN SACHS GROUP INC COM6.6K shares-5.52%2025-09-302025-11-17 CMI CUMMINS INC COM12.1K shares-1.71%2025-09-302025-11-17 AMAT APPLIED MATLS INC COM22.9K shares-8.41%2025-09-302025-11-17 EMR EMERSON ELEC CO COM34.0K shares-4.29%2025-09-302025-11-17 BAC-PL BANK AMERICA CORP 7.25CNV PFD L3.4K shares-0.24%2025-09-302025-11-17 UBER UBER TECHNOLOGIES INC COM43.8K shares9.35%2025-09-302025-11-17 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF201.3K shares1.00%2025-09-302025-11-17 OEF ISHARES S&P 100 ETF12.5K shares-4.76%2025-09-302025-11-17 UNH UNITEDHEALTH GROUP INC COM10.7K shares-7.30%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW COM3.7K shares0.00%2025-09-302025-11-17 AMGN AMGEN INC COM11.5K shares0.41%2025-09-302025-11-17 C CITIGROUP INC COM NEW31.4K shares-3.83%2025-09-302025-11-17 ABBV ABBVIE INC COM13.5K shares-1.13%2025-09-302025-11-17 CSCO CISCO SYS INC COM45.4K shares0.00%2025-09-302025-11-17 VRTX VERTEX PHARMACEUTICALS INC COM7.9K shares-3.37%2025-09-302025-11-17 FCX FREEPORT-MCMORAN INC CL B76.9K shares1.32%2025-09-302025-11-17 INTU INTUIT COM4.3K shares-3.65%2025-09-302025-11-17 PEP PEPSICO INC COM20.9K shares-0.48%2025-09-302025-11-17 MNST MONSTER BEVERAGE CORP NEW COM40.7K shares-6.87%2025-09-302025-11-17 COF CAPITAL ONE FINL CORP COM12.3K shares2.71%2025-09-302025-11-17 BBY BEST BUY INC COM33.5K shares0.00%2025-09-302025-11-17 TFC TRUIST FINL CORP COM54.9K shares-3.51%2025-09-302025-11-17 YETI YETI HLDGS INC COM73.3K shares-6.90%2025-09-302025-11-17 TGT TARGET CORP COM26.5K shares4.13%2025-09-302025-11-17 VEEV VEEVA SYS INC CL A COM7.9K shares-3.79%2025-09-302025-11-17 HPE-PC HEWLETT PACKARD ENTERPRISE CO 7.625 MAND CONV33.5K shares24.88%2025-09-302025-11-17 CMG CHIPOTLE MEXICAN GRILL INC COM57.1K shares-2.06%2025-09-302025-11-17 SCZ ISHARES MSCI EAFE SMALL-CAP ETF27.1K shares-4.90%2025-09-302025-11-17 NVO NOVO-NORDISK A S ADR36.9K shares39.54%2025-09-302025-11-17 HON HONEYWELL INTL INC COM9.7K shares-29.62%2025-09-302025-11-17 ADBE ADOBE INC COM5.7K shares-4.79%2025-09-302025-11-17 JNJ JOHNSON & JOHNSON COM10.7K shares0.05%2025-09-302025-11-17 SPGI S&P GLOBAL INC COM4.1K shares-7.16%2025-09-302025-11-17 NBIX NEUROCRINE BIOSCIENCES INC COM13.8K shares-7.38%2025-09-302025-11-17 HD HOME DEPOT INC COM4.7K shares-1.01%2025-09-302025-11-17 IWN ISHARES RUSSELL 2000 VALUE ETF10.7K shares-5.09%2025-09-302025-11-17 UPS UNITED PARCEL SERVICE INC CL B22.5K shares16.91%2025-09-302025-11-17 IWS ISHARES RUSSELL MID-CAP VALUE ETF13.4K shares-5.01%2025-09-302025-11-17 IDXX IDEXX LABS INC COM2.9K shares-5.59%2025-09-302025-11-17 ZTS ZOETIS INC CL A12.5K shares-3.23%2025-09-302025-11-17 TREX TREX CO INC COM31.9K shares-8.34%2025-09-302025-11-17 MCD MCDONALDS CORP COM5.4K shares0.66%2025-09-302025-11-17 SBUX STARBUCKS CORP COM19.0K shares-1.56%2025-09-302025-11-17 ABNB AIRBNB INC COM CL A12.9K sharesnew addition2025-09-302025-11-17 LULU LULULEMON ATHLETICA INC COM8.5K shares-38.16%2025-09-302025-11-17 IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF56.0K shares6.67%2025-09-302025-11-17 USB US BANCORP DEL COM NEW28.7K shares0.35%2025-09-302025-11-17 VRT VERTIV HOLDINGS CO COM CL A8.7K sharesnew addition2025-09-302025-11-17 SLB SLB LIMITED COM STK38.0K shares64.29%2025-09-302025-11-17 SNPS SYNOPSYS INC COM2.6K shares-4.24%2025-09-302025-11-17 ACN ACCENTURE PLC IRELAND SHS CLASS A5.2K shares0.00%2025-09-302025-11-17 MDT MEDTRONIC PLC SHS12.5K shares-0.79%2025-09-302025-11-17 DHR DANAHER CORPORATION COM5.5K shares-4.72%2025-09-302025-11-17 KNSL KINSALE CAP GROUP INC COM2.5K shares43.33%2025-09-302025-11-17 NVDA NVIDIA CORPORATION COM5.7K shares-3.10%2025-09-302025-11-17 MANH MANHATTAN ASSOCIATES INC COM4.8K shares-1.94%2025-09-302025-11-17 LLY ELI LILLY & CO COM1.1K shares0.27%2025-09-302025-11-17 FBTC FIDELITY WISE ORIGIN BITCOIN FUND8.2K shares0.44%2025-09-302025-11-17 TPL TEXAS PACIFIC LAND CORPORATION COM813 shares-5.79%2025-09-302025-11-17 AAPL APPLE INC COM2.6K shares-2.76%2025-09-302025-11-17 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF11.3K shares-0.75%2025-09-302025-11-17 IBMN ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF20.5K shares0.00%2025-09-302025-11-17 ISRG INTUITIVE SURGICAL INC COM NEW1.2K shares20.20%2025-09-302025-11-17 SPY SPDR S&P 500 ETF TRUST709 shares-3.93%2025-09-302025-11-17 AFL AFLAC INC COM4.0K shares0.00%2025-09-302025-11-17 HNRG HALLADOR ENERGY COMPANY COM19.0K shares0.00%2025-09-302025-11-17 IJR ISHARES CORE S&P SMALL CAP ETF3.0K shares2.93%2025-09-302025-11-17 IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF13.0K shares0.00%2025-09-302025-11-17 IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF11.0K shares0.00%2025-09-302025-11-17 TSLA TESLA INC COM575 sharesnew addition2025-09-302025-11-17 IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF10.0K shares0.00%2025-09-302025-11-17 GOOG ALPHABET INC CAP STK CL C1.0K sharesnew addition2025-09-302025-11-17 XLU UTILITIES SELECT SECTOR SPDR FUND2.5K sharesnew addition2025-09-302025-11-17 CVX CHEVRON CORP NEW COM1.4K shares1.72%2025-09-302025-11-17 FDMT 4D MOLECULAR THERAPEUTICS INC COM25.0K shares0.00%2025-09-302025-11-17 META META PLATFORMS INC CL A290 shares1.75%2025-09-302025-11-17 HPE HEWLETT PACKARD ENTERPRISE CO COM8.4K sharesnew addition2025-09-302025-11-17 QQQ INVESCO QQQ TRUST SERIES I335 sharesnew addition2025-09-302025-11-17 MBIN MERCHANTS BANCORP IND COM6.3K shares-6.53%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available