0001080132-20-000002.txt : 20200515
0001080132-20-000002.hdr.sgml : 20200515
20200515123237
ACCESSION NUMBER: 0001080132-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200515
DATE AS OF CHANGE: 20200515
EFFECTIVENESS DATE: 20200515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Peloton Wealth Strategists
CENTRAL INDEX KEY: 0001080132
IRS NUMBER: 351682166
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-04845
FILM NUMBER: 20882749
BUSINESS ADDRESS:
STREET 1: 8500 KEYSTONE CROSSING
STREET 2: STE 450
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46240
BUSINESS PHONE: 3175591700
MAIL ADDRESS:
STREET 1: 8500 KEYSTONE CROSSING
STREET 2: STE 450
CITY: INDIANAPOLIS
STATE: IN
ZIP: 46240
FORMER COMPANY:
FORMER CONFORMED NAME: ELLIOTT & ASSOCIATES
DATE OF NAME CHANGE: 19990602
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001080132
XXXXXXXX
03-31-2020
03-31-2020
Peloton Wealth Strategists
8500 KEYSTONE CROSSING
STE 450
INDIANAPOLIS
IN
46240
13F HOLDINGS REPORT
028-04845
N
Matthew Bradley
President
3172584522
Matthew K. Bradley
Noblesville
IN
05-15-2020
0
72
122748
false
INFORMATION TABLE
2
peloton13f2020q1.xml
PERIOD ENDED 03-31-2020
Abbvie Inc
COM
00287Y109
1979
25980
SH
SOLE
0
0
25980
Align Technology, Inc.
COM
016255101
2529
14536
SH
SOLE
0
0
14536
Allergan Inc.
COM
G0177J108
1656
9350
SH
SOLE
0
0
9350
Alphabet Inc Class A Capital S
COM CL A
02079K305
4009
3450
SH
SOLE
0
0
3450
Alphabet Inc Class C Capital S
COM CL C
02079K107
576
495
SH
SOLE
0
0
495
AT&T Inc.
COM
00206R102
2548
87426
SH
SOLE
0
0
87426
Bank of America
COM
060505104
1072
50500
SH
SOLE
0
0
50500
Bk. of Amer. Conv. Pfd.
PFD
060505682
3361
2655
SH
SOLE
0
0
2655
Boeing Company
COM
097023105
2252
15103
SH
SOLE
0
0
15103
Box Inc.
COM
10316T104
2771
197400
SH
SOLE
0
0
197400
Canadian Natl Railway
ADR
136375102
1572
20250
SH
SOLE
0
0
20250
Cantel Medical Corp
COM
138098108
639
17800
SH
SOLE
0
0
17800
Chipotle Mexican Grill
COM
169656105
2274
3475
SH
SOLE
0
0
3475
Cummins Inc.
COM
231021106
1942
14350
SH
SOLE
0
0
14350
Ecolab Inc.
COM
278865100
2852
18305
SH
SOLE
0
0
18305
Facebook Inc Class A
COM
30303M102
1958
11740
SH
SOLE
0
0
11740
Fiserv Inc.
COM
337738108
807
8500
SH
SOLE
0
0
8500
Huntington Ingalls
COM
446413106
1321
7250
SH
SOLE
0
0
7250
Idexx Labs
COM
45168D104
2757
11381
SH
SOLE
0
0
11381
Illumina Inc.
COM
452327109
908
3325
SH
SOLE
0
0
3325
Intuitive Surgical New
COM
46120E602
1394
2815
SH
SOLE
0
0
2815
Ishares 1-3 Year Credit
UNIT TR
464288646
386
7364
SH
SOLE
0
0
7364
iShares iBonds 2020 Corp
IBONDS DEC20 ETF
46434VAQ3
1132
44900
SH
SOLE
0
0
44900
iShares iBonds 2020 Muni (Sep)
IBONDS SEP20 MUNI ETF
46434V571
279
11000
SH
SOLE
0
0
11000
iShares iBonds 2021 Corp
IBONDS DEC21 ETF
46434VBK5
1960
79500
SH
SOLE
0
0
79500
iShares iBonds 2021 Muni
IBONDS 21 MUNI ETF
46435G789
230
9000
SH
SOLE
0
0
9000
iShares iBonds 2022 Corp
IBONDS DEC22 ETF
46434VBA7
1240
50000
SH
SOLE
0
0
50000
iShares iBonds 2022 Muni
IBONDS 22 MUNI ETF
46435G755
455
17500
SH
SOLE
0
0
17500
iShares iBonds 2023 Corp
IBONDS DEC23 ETF
46434VAX8
2038
81500
SH
SOLE
0
0
81500
iShares iBonds 2023 Muni
IBONDS 23 MUNI ETF
46435G318
436
17000
SH
SOLE
0
0
17000
iShares iBonds 2024 Corp
IBONDS DEC24 ETF
46434VBG4
2180
88200
SH
SOLE
0
0
88200
iShares iBonds 2024 Muni
IBONDS 24 MUNI ETF
46435U697
863
33000
SH
SOLE
0
0
33000
iShares iBonds 2025 Corp
IBONDS DEC25 ETF
46434VBD1
1356
54300
SH
SOLE
0
0
54300
iShares iBonds 2025 Muni
IBONDS 25 MUNI ETF
46435U432
487
18000
SH
SOLE
0
0
18000
iShares iBonds 2026 Corp
IBONDS DEC26 ETF
46435GAA0
872
35500
SH
SOLE
0
0
35500
iShares iBonds 2026 Muni
IBONDS 26 MUNI ETF
46435U259
206
8000
SH
SOLE
0
0
8000
iShares iBonds 2027 Corp
IBONDS DEC27 ETF
46435UAA9
1005
41000
SH
SOLE
0
0
41000
iShares iBonds 2027 Muni
IBONDS DEC22 ETF
46435U283
312
12000
SH
SOLE
0
0
12000
iShares iBonds 2028 Corp
IBONDS DEC28 ETF
46435U515
420
16000
SH
SOLE
0
0
16000
iShares iBonds 2028 Muni
IBONDS 28 MUNI ETF
46435U325
367
14000
SH
SOLE
0
0
14000
iShares Russell 1000 Val
UNIT TR
464287598
1436
14481
SH
SOLE
0
0
14481
Ishares Russell 2000 Val
UNIT TR
464287630
1276
15561
SH
SOLE
0
0
15561
J.P. Morgan Chase & Co.
COM
46625H100
3103
34471
SH
SOLE
0
0
34471
MasterCard
COM
57636Q104
7590
31420
SH
SOLE
0
0
31420
Medtronic Inc
COM
585055106
3120
34600
SH
SOLE
0
0
34600
Microsoft Corporation
COM
594918104
2634
16700
SH
SOLE
0
0
16700
Nike Inc.
COM
654106103
2704
32675
SH
SOLE
0
0
32675
Palo Alto Networks
COM
697435105
2369
14450
SH
SOLE
0
0
14450
PepsiCo Inc.
COM
713448108
2114
17600
SH
SOLE
0
0
17600
Pfizer Inc.
COM
717081103
1297
39750
SH
SOLE
0
0
39750
Precigen Inc
COM
74017N105
101
29600
SH
SOLE
0
0
29600
Prudential Financial Inc.
COM
744320102
998
19150
SH
SOLE
0
0
19150
PulteGroup Inc.
COM
745867101
1288
57700
SH
SOLE
0
0
57700
Raytheon Co.
COM
755111507
1374
10475
SH
SOLE
0
0
10475
Royal Caribbean Int'l
COM
78462F103
699
21741
SH
SOLE
0
0
21741
Salesforce.Com
COM
79466L302
3772
26200
SH
SOLE
0
0
26200
Schwab US Small Cap Etf
UNIT TR
808524607
312
6047
SH
SOLE
0
0
6047
Spdr Barclays High Yield
UNIT TR
78464A417
1638
17293
SH
SOLE
0
0
17293
Stanley Black & Decker
COM
854502101
855
8550
SH
SOLE
0
0
8550
Starbucks Corporation
COM
855244109
3461
52650
SH
SOLE
0
0
52650
State Street Corp
COM
857477103
2480
46550
SH
SOLE
0
0
46550
Susglobal Energy Corp
ADR
86909W100
3
242000
SH
SOLE
0
0
242000
SVB Financial Group
COM
78486Q101
1701
11260
SH
SOLE
0
0
11260
Take Two Interactive
COM
874054109
1213
10225
SH
SOLE
0
0
10225
Tex Pac Land Sub Ctf
COM
882610108
220
580
SH
SOLE
0
0
580
Thermo Fisher Scientific
COM
883556102
3433
12105
SH
SOLE
0
0
12105
Twilio Inc
COM
90138F102
1999
22336
SH
SOLE
0
0
22336
United Parcel Service
COM
911312106
2913
31179
SH
SOLE
0
0
31179
Ventas Inc.
COM
92276F100
1503
56100
SH
SOLE
0
0
56100
Walt Disney Company
COM
254687106
2377
24609
SH
SOLE
0
0
24609
WestRock Co.
COM
96145D105
3431
121400
SH
SOLE
0
0
121400
Yeti Holdings Inc.
COM
98585X104
1931
98900
SH
SOLE
0
0
98900