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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IWS +12,501+$1,454
IWD +8,776+$1,450
IBDX +29,000+$732
VEEV +2,390+$460
FANG +2,700+$419
IJR +2,809+$304
MBIN +7,125+$303
SCZ +4,871+$302
INTU +397+$248
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IBHC -153,325-$3,625
IBDO -141,700-$3,594
DIS -10,555-$855
IBML -18,200-$465
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IBDW +67,500+$1,451
IBDS +30,410+$921
IBDU +18,800+$682
IBDT +17,225+$672
IBDV +17,000+$548
IBHD +16,890+$393
IBDQ +10,385+$357
IBDR +5,015+$259
ONON +4,730+$107
TFC +3,100+$631
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
IWP -14,609-$1,308
IBDP -14,000-$306
PRU -11,050-$974
SONO -7,500+$63
BOX -5,675+$102
IWF -5,256-$1,369
DVN -4,817-$299
USB -4,525+$125
EXEL -4,325+$6
Peloton Wealth Strategists Info
Size ($ in 1000's)
At 12/31/2023: $230,906
At 09/30/2023: $216,870

Peloton Wealth Strategists holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peloton Wealth Strategists 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Peloton Wealth Strategists
As of  12/31/2023, we find all stocks held by Peloton Wealth Strategists to be as follows, presented in the table below with each row detailing each Peloton Wealth Strategists position, ordered by largest to smallest position size. The all-stocks-held-by-Peloton Wealth Strategists table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Peloton Wealth Strategists as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
MASTERCARD INCORPORATED CL A 18,377 -288 $7,838
     MA18,377-288$7,838
THERMO FISHER SCIENTIFIC INC COM 13,921 -220 $7,389
     TMO13,921-220$7,389
SALESFORCE INC COM 25,350 -525 $6,671
     CRM25,350-525$6,671
ALPHABET INC CAP STK CL A 47,575 -1,570 $6,646
     GOOGL47,575-1,570$6,646
MICROSOFT CORP COM 17,593 -472 $6,616
     MSFT17,593-472$6,616
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ) 266,910 +10,385 $6,609
     IBDQ266,910+10,385$6,609
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS) 274,740 +30,410 $6,575
     IBDS274,740+30,410$6,575
JPMORGAN CHASE & CO COM 38,308 -1,710 $6,516
     JPM38,308-1,710$6,516
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) 243,650 +17,225 $6,113
     IBDT243,650+17,225$6,113
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) 251,805 +5,015 $6,018
     IBDR251,805+5,015$6,018
AMAZON COM INC COM 37,961 -424 $5,768
     AMZN37,961-424$5,768
AMGEN INC COM 19,973 -780 $5,753
     AMGN19,973-780$5,753
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF (IBDP) 220,550 -14,000 $5,494
     IBDP220,550-14,000$5,494
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU) 231,200 +18,800 $5,334
     IBDU231,200+18,800$5,334
UNITEDHEALTH GROUP INC COM 9,290 +150 $4,891
     UNH9,290+150$4,891
RTX CORPORATION COM 53,895 -2,520 $4,535
     RTX53,895-2,520$4,535
YETI HLDGS INC COM 86,125 -186 $4,460
     YETI86,125-186$4,460
APPLIED MATLS INC COM 27,470 +460 $4,452
     AMAT27,470+460$4,452
BOX INC CL A 171,000 -5,675 $4,379
     BOX171,000-5,675$4,379
BK OF AMERICA CORP 7.25CNV PFD L      $4,158
     BAC.PRL3,450-24$4,158
PEPSICO INC COM 24,462 +1,265 $4,155
     PEP24,462+1,265$4,155
LYONDELLBASELL INDUSTRIES N V SHS A 41,500 -875 $3,946
     LYB41,500-875$3,946
ABBVIE INC COM 25,005 -2,090 $3,875
     ABBV25,005-2,090$3,875
UNITED PARCEL SERVICE INC CL B 24,311 -2,919 $3,822
     UPS24,311-2,919$3,822
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV) 160,000 +17,000 $3,462
     IBDV160,000+17,000$3,462
ISHARES S&P 100 ETF (OEF) 15,424 -1,216 $3,446
     OEF15,424-1,216$3,446
GOLDMAN SACHS GROUP INC COM 8,707 +477 $3,359
     GS8,707+477$3,359
CHIPOTLE MEXICAN GRILL INC COM 1,451 +4 $3,318
     CMG1,451+4$3,318
STARBUCKS CORP COM 34,200 -2,003 $3,284
     SBUX34,200-2,003$3,284
CUMMINS INC COM 13,570 -555 $3,251
     CMI13,570-555$3,251
TREX CO INC COM 39,005 -360 $3,229
     TREX39,005-360$3,229
HONEYWELL INTL INC COM 14,325 -330 $3,004
     HON14,325-330$3,004
EMERSON ELEC CO COM 30,735 +640 $2,991
     EMR30,735+640$2,991
GARMIN LTD SHS 22,915 -330 $2,945
     GRMN22,915-330$2,945
BEST BUY INC COM 35,950 -1,001 $2,814
     BBY35,950-1,001$2,814
HOME DEPOT INC COM 8,087 -15 $2,803
     HD8,087-15$2,803
JOHNSON & JOHNSON COM 16,433 -545 $2,576
     JNJ16,433-545$2,576
LULULEMON ATHLETICA INC COM 4,795 +685 $2,452
     LULU4,795+685$2,452
TRUIST FINL CORP COM 65,300 +3,100 $2,411
     TFC65,300+3,100$2,411
ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF (IBHD) 103,750 +16,890 $2,408
     IBHD103,750+16,890$2,408
CISCO SYS INC COM 43,175 -250 $2,181
     CSCO43,175-250$2,181
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW) 102,500 +67,500 $2,129
     IBDW102,500+67,500$2,129
MONSTER BEVERAGE CORP NEW COM 36,020 -550 $2,075
     MNST36,020-550$2,075
COSTCO WHSL CORP NEW COM 3,121 +771 $2,060
     COST3,121+771$2,060
INTERNATIONAL BUSINESS MACHS COM 12,090 -900 $1,977
     IBM12,090-900$1,977
ZOETIS INC CL A 9,839 +509 $1,942
     ZTS9,839+509$1,942
SKYWORKS SOLUTIONS INC COM 16,795 -2,835 $1,888
     SWKS16,795-2,835$1,888
ACCENTURE PLC IRELAND SHS CLASS A 4,903 +68 $1,721
     ACN4,903+68$1,721
ADOBE INC COM 2,805 +710 $1,673
     ADBE2,805+710$1,673
MCDONALDS CORP COM 5,625 -520 $1,668
     MCD5,625-520$1,668
SCHWAB U.S. REIT ETF (SCHH) 80,082 -1,931 $1,658
     SCHH80,082-1,931$1,658
S&P GLOBAL INC COM 3,493 +576 $1,539
     SPGI3,493+576$1,539
GENERAC HLDGS INC COM 11,825 +868 $1,528
     GNRC11,825+868$1,528
ALIGN TECHNOLOGY INC COM 5,470 -1,748 $1,499
     ALGN5,470-1,748$1,499
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 12,501 +12,501 $1,454
     IWS12,501+12,501$1,454
ISHARES RUSSELL 1000 VALUE ETF (IWD) 8,776 +8,776 $1,450
     IWD8,776+8,776$1,450
MEDTRONIC PLC SHS 17,260 -2,190 $1,422
     MDT17,260-2,190$1,422
DEVON ENERGY CORP NEW COM 28,858 -4,817 $1,307
     DVN28,858-4,817$1,307
DANAHER CORPORATION COM 5,464 +1,929 $1,264
     DHR5,464+1,929$1,264
US BANCORP DEL COM NEW 26,875 -4,525 $1,163
     USB26,875-4,525$1,163
EXELIXIS INC COM 47,150 -4,325 $1,131
     EXEL47,150-4,325$1,131
RESMED INC COM 6,220 -165 $1,070
     RMD6,220-165$1,070
ALBEMARLE CORP COM 6,765 +1,068 $977
     ALB6,765+1,068$977
FIVE BELOW INC COM 4,350 +1,255 $927
     FIVE4,350+1,255$927
PRUDENTIAL FINL INC COM 8,450 -11,050 $876
     PRU8,450-11,050$876
ON HLDG AG NAMEN AKT A 29,575 +4,730 $798
     ONON29,575+4,730$798
KEYSIGHT TECHNOLOGIES INC COM 4,920 -410 $783
     KEYS4,920-410$783
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX) 29,000 +29,000 $732
     IBDX29,000+29,000$732
ELI LILLY & CO COM 1,205 +1 $702
     LLY1,205+1$702
MASIMO CORP COM 5,950 -2,550 $697
     MASI5,950-2,550$697
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF (IBMN) 25,000 UNCH $664
     IBMN25,000UNCH$664
SONOS INC COM 37,810 -7,500 $648
     SONO37,810-7,500$648
ISHARES 1 5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB) 10,896 +1,446 $559
     IGSB10,896+1,446$559
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF (IBMM) 19,700 -3,000 $511
     IBMM19,700-3,000$511
APPLE INC COM 2,649 -125 $510
     AAPL2,649-125$510
4D MOLECULAR THERAPEUTICS INC COM 25,000 UNCH $507
     FDMT25,000UNCH$507
MARKETAXESS HLDGS INC COM 1,635 -180 $479
     MKTX1,635-180$479
VEEVA SYS INC CL A COM 2,390 +2,390 $460
     VEEV2,390+2,390$460
DIAMONDBACK ENERGY INC COM 2,700 +2,700 $419
     FANG2,700+2,700$419
PFIZER INC COM 12,320 +465 $355
     PFE12,320+465$355
TEXAS PACIFIC LAND CORPORATION COM 224 +80 $352
     TPL224+80$352
AFLAC INC COM 4,000 -327 $330
     AFL4,000-327$330
NVIDIA CORPORATION COM 654 -276 $324
     NVDA654-276$324
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ) 12,000 UNCH $307
     IBMQ12,000UNCH$307
ISHARES CORE S&P SMALL CAP ETF (IJR) 2,809 +2,809 $304
     IJR2,809+2,809$304
MERCHANTS BANCORP IND COM 7,125 +7,125 $303
     MBIN7,125+7,125$303
ISHARES MSCI EAFE SMALL CAP ETF (SCZ) 4,871 +4,871 $302
     SCZ4,871+4,871$302
SPDR S&P 500 ETF TRUST (SPY) 620 UNCH $295
     SPY620UNCH$295
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO) 10,200 UNCH $260
     IBMO10,200UNCH$260
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP) 10,000 UNCH $254
     IBMP10,000UNCH$254
INTUIT COM 397 +397 $248
     INTU397+397$248
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 793 -5,256 $240
     IWF793-5,256$240
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) 2,091 -14,609 $218
     IWP2,091-14,609$218
DISNEY WALT CO COM $0 (exited)
     DIS0-10,555$0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF $0 (exited)
     IBDO0-141,700$0
ISHARES IBONDS 2023 TERM HIGH YIELD & INCOME ETF $0 (exited)
     IBHC0-153,325$0
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0 -18,200 $0 (exited)
     IBML0-18,200$0

See Summary: Peloton Wealth Strategists Top Holdings
See Details: Top 10 Stocks Held By Peloton Wealth Strategists

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