Peloton Wealth Strategists

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Indianapolis, IN
CIK
0001080132
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 92 247,944 AMZN, GOOGL, MA, CRM 13F-HR 2/5/2025 000108013225000001
Q3 2024 93 251,613 MA, TMO, GOOGL, JPM 13F-HR 11/15/2024 000108013224000006
Q2 2024 92 243,075 GOOGL, MA, MSFT, JPM 13F-HR 8/15/2024 000108013224000005
Q1 2024 91 246,200 MA, TMO, JPM, MSFT 13F-HR 5/14/2024 000108013224000004
Q4 2023 93 230,906 MA, TMO, CRM, GOOGL RESTATEMENT 2/16/2024 000108013224000003
Q3 2023 88 216,870 MA, TMO, GOOGL, IBDQ 13F-HR 11/13/2023 000108013223000004
Q2 2023 88 226,026 MA, TMO, MSFT, GOOGL 13F-HR 8/10/2023 000108013223000003
Q1 2023 88 218,932 TMO, MA, ABBV, MSFT 13F-HR 5/11/2023 000108013223000002
Q4 2022 86 207,731 TMO, MA, ABBV, RTX 13F-HR 2/13/2023 000108013223000001
Q3 2022 87 192,174 TMO, ABBV, MA, IBDP 13F-HR 11/14/2022 000108013222000004
Q2 2022 85 205,107 TMO, ABBV, MA, GOOGL 13F-HR 8/12/2022 000108013222000003
Q1 2022 83 239,372 TMO, GOOGL, MA, ABBV 13F-HR 5/9/2022 000108013222000002
Q4 2021 89 249,470 TMO, GOOGL, MA, MSFT 13F-HR 2/10/2022 000108013222000001
Q3 2021 87 244,272 TMO, GOOGL, MA, CRM 13F-HR 11/15/2021 000108013221000006
Q2 2021 85 242,334 MA, GOOGL, TMO, YETI 13F-HR 8/16/2021 000108013221000005
Q1 2021 83 212,928 MA, GOOGL, TMO, WRK 13F-HR 6/23/2021 000108013221000004
Q4 2020 79 201,848 MA, TMO, GOOGL, SBUX 13F-HR 2/17/2021 000108013221000001
Q3 2020 77 178,441 MA, CRM, TMO, UPS 13F-HR 11/17/2020 000108013220000004
Q2 2020 74 158,770 MA, CRM, TMO, GOOGL 13F-HR 8/13/2020 000108013220000003
Q1 2020 72 122,746 MA, GOOGL, CRM, SBUX 13F-HR 5/15/2020 000108013220000002
Q4 2019 77 164,788 MA, BAC-L, GOOGL, SBUX 13F-HR 2/14/2020 000108013220000001
Q3 2019 71 156,376 MA, BAC-L, BA, SBUX 13F-HR 11/13/2019 000108013219000004
Q2 2019 67 149,354 MA, BAC-L, BA, SBUX 13F-HR 8/12/2019 000108013219000003
Q1 2019 63 144,447 MA, BAC-L, CRM, GOOGL 13F-HR 5/15/2019 000108013219000002
Q4 2018 60 122,896 MA, BAC-L, CRM, GOOGL 13F-HR 2/14/2019 000108013219000001
Q3 2018 57 145,427 MA, ALGN, BAC-L, CRM 13F-HR 11/14/2018 000108013218000004
Q2 2018 62 138,143 MA, BAC-L, ALGN, GOOGL 13F-HR 8/15/2018 000108013218000003
Q1 2018 63 132,829 MA, BAC-L, GOOGL, JPM 13F-HR 5/7/2018 000108013218000002
Q4 2017 64 134,541 MA, BAC-L, JPM, GOOGL 13F-HR 2/15/2018 000108013218000001
Q3 2017 65 129,625 MA, BAC-L, CMI, DD 13F-HR 11/9/2017 000108013217000005
Q2 2017 71 129,051 MA, CMI, BAC-L, VTR 13F-HR 8/10/2017 000108013217000004
Q1 2017 69 121,526 MA, CMI, BAC-L, RSG RESTATEMENT 5/16/2017 000108013217000003
Q4 2016 74 122,478 MA, CMI, BAC-L, JPM 13F-HR 2/15/2017 000108013217000001
Q3 2016 73 120,324 MA, CMI, BAC-L, VTR 13F-HR 11/15/2016 000108013216000008
Q1 2016 72 118,083 MA, CMI, HAS, VTR 13F-HR 5/13/2016 000108013216000006
Q4 2015 74 115,864 MA, Express Scripts Hldgs CO, DOW, PEP 13F-HR 2/4/2016 000108013216000005
Q3 2015 75 114,446 MA, HAS, Express Scripts Hldgs CO, JCI 13F-HR 11/2/2015 000108013215000004
Q2 2015 73 125,567 MA, JCI, Express Scripts Hldgs CO, HAS 13F-HR 8/11/2015 000108013215000003
Q1 2015 75 128,893 MA, JCI, VTR, NVS 13F-HR 5/15/2015 000108013215000002
Q4 2014 78 131,540 MA, EMC, JCI, VTR 13F-HR 2/10/2015 000108013215000001
Q3 2014 79 126,949 MA, EMC, UNP, NVS 13F-HR 11/4/2014 000108013214000006
Q2 2014 73 113,700 MA, CMI, VTR, BAC-L 13F-HR 8/12/2016 000108013216000007
Q2 2014 77 129,716 MA, JCI, TUP, NVS 13F-HR 7/31/2014 000108013214000005
Q1 2014 79 121,815 MA, JCI, EMC, ECL 13F-HR 5/8/2014 000108013214000004
Q4 2013 75 123,664 MA, JCI, ECL, EMC 13F-HR 2/3/2014 000108013214000003
Additional filings from Peloton Wealth Strategists that have since been restated