Top 50 Peloton Wealth Strategists Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | 4.59% | 39.5K | $11.4M | -2.40%(-970) | $45.03(+790.65%) | 2026-03-31 | |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | 4.09% | 399.2K | $10.1M | +2.21%(+8.63K) | $26.34(-4.22%) | 2026-03-31 | |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 3.7% | 393.6K | $9.2M | +4.81%(+18.05K) | $23.23(-0.37%) | 2026-03-31 | |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 3.45% | 351.8K | $8.5M | +0.40%(+1.40K) | $25.08(-3.56%) | 2026-03-31 | |
| IBDV | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 3.32% | 374.6K | $8.2M | +4.11%(+14.80K) | $21.46(+1.45%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 3.26% | 38.7K | $8.1M | -0.78%(-305) | $152.02(+75.78%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED CL A | 2.94% | 14.5K | $7.3M | -2.79%(-418) | $110.85(+342.00%) | 2026-03-31 | |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | 2.93% | 299.1K | $7.3M | -0.89%(-2.69K) | $25.47(-4.97%) | 2026-03-31 | |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 2.6% | 307.4K | $6.4M | +24.76%(+61.00K) | $20.62(+0.98%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 2.57% | 21.6K | $6.3M | -6.80%(-1.57K) | $92.58(+223.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.63% | +31.77% |
| Top 20 Holdings Unweighted | +9.71% | +32.04% |
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