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Peloton Wealth Strategists

Portfolio Manager
Peloton Wealth Strategists
Performance
+5.42% (2025 Q4)
AUM (13F)
$247.24M
# of Holdings
86
Performance Rank
Allocation (Top 20)
53.12%

Peloton Wealth Strategists Holdings Map

Top 50 Peloton Wealth Strategists Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC CAP STK CL A
4.59%39.5K$11.4M
-2.40%(-970)
2025-Q1: 45.5K shares2025-Q2: 43.2K shares2025-Q3: 42.4K shares2025-Q4: 40.5K shares2026-Q1: 39.5K shares
$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)
2025-Q1: 362.7K shares2025-Q2: 363.1K shares2025-Q3: 365.0K shares2025-Q4: 390.6K shares2026-Q1: 399.2K shares
$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)
2025-Q1: 339.0K shares2025-Q2: 341.4K shares2025-Q3: 342.1K shares2025-Q4: 375.6K shares2026-Q1: 393.6K shares
$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)
2025-Q1: 339.5K shares2025-Q2: 339.4K shares2025-Q3: 339.1K shares2025-Q4: 350.4K shares2026-Q1: 351.8K shares
$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)
2025-Q1: 273.5K shares2025-Q2: 289.0K shares2025-Q3: 296.3K shares2025-Q4: 359.9K shares2026-Q1: 374.6K shares
$21.46(+1.45%)
2026-03-31
AMZN
AMAZON COM INC COM
3.26%38.7K$8.1M
-0.78%(-305)
2025-Q1: 41.2K shares2025-Q2: 40.6K shares2025-Q3: 39.9K shares2025-Q4: 39.0K shares2026-Q1: 38.7K shares
$152.02(+75.78%)
2026-03-31
MA
MASTERCARD INCORPORATED CL A
2.94%14.5K$7.3M
-2.79%(-418)
2025-Q1: 15.8K shares2025-Q2: 15.6K shares2025-Q3: 15.0K shares2025-Q4: 15.0K shares2026-Q1: 14.5K shares
$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)
2025-Q1: 297.8K shares2025-Q2: 300.3K shares2025-Q3: 304.1K shares2025-Q4: 301.8K shares2026-Q1: 299.1K shares
$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)
2025-Q1: 199.3K shares2025-Q2: 199.3K shares2025-Q3: 201.3K shares2025-Q4: 246.3K shares2026-Q1: 307.4K shares
$20.62(+0.98%)
2026-03-31
JPM
JPMORGAN CHASE & CO COM
2.57%21.6K$6.3M
-6.80%(-1.57K)
2025-Q1: 25.3K shares2025-Q2: 24.9K shares2025-Q3: 24.7K shares2025-Q4: 23.2K shares2026-Q1: 21.6K shares
$92.58(+223.95%)
2026-03-31

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