Notify me when Peloton Wealth Strategists files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 90 | $258,053,000 | +$25,813,317 | -$32,170,280 | -$6,356,963 | GOOGL, IBDT, AMZN, IBDU, MA | 13F-HR | 17 Feb 2026, 07:06 |
| Q3 2025 | 93 | $254,302,000 | +$7,315,170 | -$9,982,165 | -$2,666,995 | GOOGL, IBDT, AMZN, MA, MSFT | 13F-HR | 17 Nov 2025, 13:15 |
| Q2 2025 | 89 | $249,293,000 | +$9,208,734 | -$8,903,032 | +$305,702 | IBDT, AMZN, MA, IBDS, MSFT | 13F-HR | 13 Aug 2025, 14:15 |
| Q1 2025 | 92 | $239,222,000 | +$20,329,735 | -$20,366,299 | -$36,564 | IBDT, MA, IBDS, IBDU, AMZN | 13F-HR | 16 May 2025, 09:44 |
| Q4 2024 | 92 | $247,944,000 | +$16,481,732 | -$20,359,970 | -$3,878,238 | AMZN, GOOGL, MA, CRM, JPM | 13F-HR | 05 Feb 2025, 10:30 |
| Q3 2024 | 93 | $251,613,000 | +$12,359,922 | -$14,986,819 | -$2,626,897 | MA, TMO, GOOGL, JPM, AMZN | 13F-HR | 15 Nov 2024, 10:42 |
| Q2 2024 | 92 | $243,075,000 | +$8,615,268 | -$3,969,878 | +$4,645,390 | GOOGL, MA, MSFT, JPM, TMO | 13F-HR | 15 Aug 2024, 09:18 |
| Q1 2024 | 91 | $246,200,000 | +$8,646,673 | -$6,452,646 | +$2,194,027 | MA, TMO, JPM, MSFT, CRM | 13F-HR | 14 May 2024, 10:22 |
| Q4 2023 | 93 | $230,906,000 | +$13,525,186 | -$19,391,666 | -$5,866,480 | MA, TMO, CRM, GOOGL, MSFT | Restatement | 16 Feb 2024, 15:16 |
| Q3 2023 | 88 | $216,870,000 | +$16,531,056 | -$18,213,460 | -$1,682,404 | MA, TMO, GOOGL, IBDQ, JPM | 13F-HR | 13 Nov 2023, 10:20 |
| Q2 2023 | 88 | $226,026,000 | +$7,890,646 | -$6,609,332 | +$1,281,314 | MA, TMO, MSFT, GOOGL, JPM | 13F-HR | 10 Aug 2023, 16:12 |
| Q1 2023 | 88 | $218,932,000 | +$11,436,418 | -$6,449,455 | +$4,986,963 | TMO, MA, ABBV, MSFT, GOOGL | 13F-HR | 11 May 2023, 10:53 |
| Q4 2022 | 86 | $207,731,000 | +$10,417,700 | -$10,451,954 | -$34,254 | TMO, MA, ABBV, RTX, BOX | 13F-HR | 13 Feb 2023, 14:50 |
| Q3 2022 | 87 | $192,174,000 | +$9,365,902 | -$2,355,686 | +$7,010,216 | TMO, ABBV, MA, IBDP, IBDQ | 13F-HR | 14 Nov 2022, 14:17 |
| Q2 2022 | 85 | $205,107,000 | +$9,988,490 | -$10,930,987 | -$942,497 | TMO, ABBV, MA, GOOGL, IBDP | 13F-HR | 12 Aug 2022, 08:44 |
| Q1 2022 | 83 | $239,372,000 | +$22,814,220 | -$17,000,518 | +$5,813,702 | TMO, GOOGL, MA, ABBV, MSFT | 13F-HR | 09 May 2022, 13:20 |
| Q4 2021 | 89 | $249,470,000 | +$18,221,663 | -$20,284,046 | -$2,062,383 | TMO, GOOGL, MA, MSFT, ABBV | 13F-HR | 10 Feb 2022, 13:23 |
| Q3 2021 | 87 | $244,272,000 | +$19,914,535 | -$18,158,494 | +$1,756,041 | TMO, GOOGL, MA, CRM, JPM | 13F-HR | 15 Nov 2021, 12:18 |
| Q2 2021 | 85 | $242,334,000 | +$20,725,820 | -$5,146,108 | +$15,579,712 | MA, GOOGL, TMO, YETI, JPM | 13F-HR | 16 Aug 2021, 11:22 |
| Q1 2021 | 83 | $212,928,000 | +$21,527,030 | -$20,187,991 | +$1,339,039 | MA, GOOGL, TMO, WRK, JPM | 13F-HR | 23 Jun 2021, 15:19 |
| Q4 2020 | 79 | $201,848,000 | +$15,091,965 | -$17,897,917 | -$2,805,952 | MA, TMO, GOOGL, SBUX, CRM | 13F-HR | 17 Feb 2021, 13:14 |
| Q3 2020 | 77 | $178,441,000 | +$14,946,731 | -$10,165,344 | +$4,781,387 | MA, CRM, TMO, UPS, GOOGL | 13F-HR | 17 Nov 2020, 14:39 |
| Q2 2020 | 74 | $158,770,000 | +$20,401,401 | -$11,887,767 | +$8,513,634 | MA, CRM, TMO, GOOGL, MSFT | 13F-HR | 13 Aug 2020, 16:56 |
| Q1 2020 | 72 | $122,047,000 | +$14,283,146 | -$18,296,282 | -$4,013,136 | MA, GOOGL, CRM, SBUX, TMO | 13F-HR | 15 May 2020, 12:32 |
| Q4 2019 | 77 | $162,869,000 | +$10,046,305 | -$10,289,949 | -$243,644 | MA, BACPRL, GOOGL, SBUX, BA | 13F-HR | 14 Feb 2020, 13:06 |
| Q3 2019 | 70 | $154,804,000 | +$14,245,343 | -$8,541,150 | +$5,704,193 | MA, BACPRL, BA, SBUX, GOOGL | 13F-HR | 13 Nov 2019, 14:26 |
| Q2 2019 | 67 | $148,032,000 | +$8,763,869 | -$10,439,449 | -$1,675,580 | MA, BACPRL, BA, SBUX, CRM | 13F-HR | 12 Aug 2019, 14:12 |
| Q1 2019 | 63 | $143,265,000 | +$13,299,346 | -$8,387,516 | +$4,911,830 | MA, BACPRL, CRM, GOOGL, SBUX | 13F-HR | 15 May 2019, 11:05 |
| Q4 2018 | 60 | $121,908,000 | +$5,254,447 | -$7,033,058 | -$1,778,611 | MA, BACPRL, CRM, GOOGL, SBUX | 13F-HR | 14 Feb 2019, 15:02 |
| Q3 2018 | 57 | $144,250,000 | +$14,330,274 | -$16,048,243 | -$1,717,969 | MA, ALGN, BACPRL, CRM, GOOGL | 13F-HR | 14 Nov 2018, 10:46 |
| Q2 2018 | 62 | $135,836,000 | +$8,180,661 | -$7,305,476 | +$875,185 | MA, BACPRL, ALGN, GOOGL, CRM | 13F-HR | 15 Aug 2018, 14:50 |
| Q1 2018 | 63 | $129,977,000 | +$19,593,993 | -$20,579,370 | -$985,377 | MA, BACPRL, GOOGL, JPM, CRM | 13F-HR | 07 May 2018, 14:15 |
| Q4 2017 | 64 | $132,350,000 | +$8,782,916 | -$10,476,066 | -$1,693,150 | MA, BACPRL, JPM, GOOGL, DWDP | 13F-HR | 15 Feb 2018, 11:14 |
| Q3 2017 | 65 | $127,619,000 | +$14,244,977 | -$17,106,288 | -$2,861,311 | MA, BACPRL, CMI, DWDP, VTR | 13F-HR | 09 Nov 2017, 14:36 |
| Q2 2017 | 71 | $127,230,000 | +$10,584,575 | -$6,951,295 | +$3,633,280 | MA, CMI, BACPRL, VTR, BA | 13F-HR | 10 Aug 2017, 12:15 |
| Q1 2017 | 69 | $118,627,000 | +$9,004,496 | -$20,622,129 | -$11,617,633 | MA, CMI, BACPRL, DOW, VTR | Restatement | 16 May 2017, 12:50 |
| Q4 2016 | 74 | $122,478,000 | +$6,458,239 | -$6,402,094 | +$56,145 | MA, CMI, BACPRL, JPM, VTR | 13F-HR | 15 Feb 2017, 11:08 |
| Q3 2016 | 73 | $120,324,000 | +$17,024,762 | -$19,128,430 | -$2,103,668 | MA, CMI, BACPRL, VTR, PEP | 13F-HR | 15 Nov 2016, 14:26 |
| Q1 2016 | 72 | $115,373,000 | +$16,748,777 | -$17,662,928 | -$914,151 | MA, CMI, HAS, VTR, DOW | 13F-HR | 13 May 2016, 15:26 |
| Q4 2015 | 74 | $115,864,000 | +$4,508,821 | -$7,380,825 | -$2,872,004 | MA, ESRX, DOW, PEP, ECL | 13F-HR | 04 Feb 2016, 14:58 |
| Q3 2015 | 75 | $114,446,000 | +$9,405,286 | -$7,710,970 | +$1,694,316 | MA, HAS, ESRX, JCI, ECL | 13F-HR | 02 Nov 2015, 13:31 |
| Q2 2015 | 73 | $125,567,000 | +$9,373,333 | -$10,506,301 | -$1,132,968 | MA, JCI, ESRX, HAS, EMC | 13F-HR | 11 Aug 2015, 11:42 |
| Q1 2015 | 75 | $128,893,000 | +$13,761,428 | -$15,954,234 | -$2,192,806 | MA, JCI, VTR, NVS, ESRX | 13F-HR | 15 May 2015, 15:47 |
| Q4 2014 | 78 | $131,540,000 | +$9,070,573 | -$8,952,422 | +$118,151 | MA, EMC, JCI, VTR, NVS | 13F-HR | 10 Feb 2015, 10:45 |
| Q3 2014 | 79 | $126,949,000 | +$59,398,936 | -$32,920,305 | +$26,478,631 | MA, EMC, UNP, NVS, CNI | 13F-HR | 04 Nov 2014, 15:16 |
| Q2 2014 | 72 | $70,280,000 | $0 | $0 | $0 | MA, VTR, BACPRL, ECL, PEP | 13F-HR | 12 Aug 2016, 15:10 |
| Q2 2014 | 77 | $129,716,000 | +$16,426,145 | -$10,680,497 | +$5,745,648 | MA, JCI, TUP, NVS, EMC | 13F-HR | 31 Jul 2014, 12:52 |
| Q1 2014 | 79 | $121,815,000 | +$20,983,650 | -$18,638,750 | +$2,344,900 | MA, JCI, EMC, ECL, PNR | 13F-HR | 08 May 2014, 15:58 |
| Q4 2013 | 75 | $123,664,000 | $0 | $0 | $0 | MA, JCI, ECL, EMC, PNR | 13F-HR | 03 Feb 2014, 11:22 |