Institutions / Peloton Wealth Strategists
Peloton Wealth Strategists
CIK 1080132 · Institution · as of Mar 31, 2026
Portfolio value
$247.2K
Positions
86
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$247.2K-4.2%Positions
86-4.4%Top holdings
Mar 31, 2026View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $11.4K | 4.6% |
| iShares Ibonds Dec 2028 Term Corporate ETF | $10.1K | 4.1% |
| iShares Ibonds Dec 2029 Term Corporate ETF | $9.2K | 3.7% |
| iShares Ibonds Dec 2027 Term Corporate ETF | $8.5K | 3.4% |
| iShares Ibonds Dec 2030 Term Corporate ETF | $8.2K | 3.3% |
| Amazon.com Inc | $8.1K | 3.3% |
| Mastercard Inc | $7.3K | 2.9% |
| iShares Ibonds Dec 2026 Term Corporate ETF | $7.3K | 2.9% |
| iShares Ibonds Dec 2031 Term Corporate ETF | $6.4K | 2.6% |
| JPMorgan Chase & Co | $6.3K | 2.6% |
| RTX Corp | $6.2K | 2.5% |
| Cummins Inc | $5.7K | 2.3% |
| Microsoft Corp | $5.4K | 2.2% |
| Vertiv Holdings Co | $5.3K | 2.1% |
| Freeport-McMoran Inc | $5.2K | 2.1% |
| Thermo Fisher Scientific Inc. | $4.5K | 1.8% |
| Bank America Corp 7.25Cnv Pfd L | $4.3K | 1.8% |
| The Goldman Sachs Group, Inc. | $4.1K | 1.7% |
| Emerson Electric Co | $4.1K | 1.7% |
| Vertex Pharmaceuticals Inc / Ma | $4.1K | 1.7% |
| Amgen Inc | $4.0K | 1.6% |
| iShares S&P 100 ETF | $3.9K | 1.6% |
| Uber Technologies, Inc | $3.5K | 1.4% |
| Kimberly Clark Corp | $3.5K | 1.4% |
| Cisco Systems, Inc. | $3.4K | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Applied Materials Inc /De Common stock | $-3.2K | -9K -55.32% | 7,480 1.03% of portfolio | low |
| Q1 2026 as of | New | Netflix Inc Common stock | $2.8K | +30K | 29,570 1.15% of portfolio | low |
| Q1 2026 as of | Exit | Truist Financial Corp Common stock | $-2.4K | -48K -100.00% | 0 | low |
| Q1 2026 as of | New | STERIS plc Common stock | $2.3K | +10K | 10,190 0.91% of portfolio | low |
| Q1 2026 as of | Exit | 464287630 Common stock | $-2.0K | -11K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Best Buy Co Inc Common stock | $-1.9K | -29K -100.00% | 0 | low |
| Q1 2026 as of | New | 464287481 Common stock | $1.9K | +15K | 14,972 0.78% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $1.8K | +7K +51.99% | 21,150 2.14% of portfolio | low |
| Q1 2026 as of | Trim | 464288273 Common stock | $-1.8K | -23K -79.23% | 6,051 0.19% of portfolio | low |
| Q1 2026 as of | Exit | Johnson & Johnson Common stock | $-1.8K | -9K -100.00% | 0 | low |