0001080132-23-000004.txt : 20231113
0001080132-23-000004.hdr.sgml : 20231113
20231113102041
ACCESSION NUMBER: 0001080132-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
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: 231396137
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
X0202
13F-HR
LIVE
false
false
true
0001080132
XXXXXXXX
09-30-2023
09-30-2023
Peloton Wealth Strategists
8500 KEYSTONE CROSSING
STE 450
INDIANAPOLIS
IN
46240
13F HOLDINGS REPORT
028-04845
N
Matthew K. Bradley
President
3175591700
Matthew K. Bradley
Noblesville
IN
11-13-2023
0
88
216870000
false
INFORMATION TABLE
2
peloton13f2023q3.xml
PERIOD ENDED 09-30-2023
AMAZON COM INC COM
Stock
023135106
4880
38385
SH
SOLE
0
38385
0
0
PRUDENTIAL FINL INC COM
Stock
744320102
1850
19500
SH
SOLE
0
19500
0
0
STARBUCKS CORP COM
Stock
855244109
3304
36203
SH
SOLE
0
36203
0
0
MONSTER BEVERAGE CORP NEW COM
Stock
61174X109
1936
36570
SH
SOLE
0
36570
0
0
JOHNSON & JOHNSON COM
Stock
478160104
2644
16978
SH
SOLE
0
16978
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
1328
2350
SH
SOLE
0
2350
0
0
GOLDMAN SACHS GROUP INC COM
Stock
38141G104
2663
8230
SH
SOLE
0
8230
0
0
TRUIST FINL CORP COM
Stock
89832Q109
1780
62200
SH
SOLE
0
62200
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
4244
27230
SH
SOLE
0
27230
0
0
MEDTRONIC PLC SHS
Stock
G5960L103
1524
19450
SH
SOLE
0
19450
0
0
SPDR S&P 500 ETF TRUST
ETF
78462F103
265
620
SH
SOLE
0
620
0
0
MASTERCARD INCORPORATED CL A
Stock
57636Q104
7390
18665
SH
SOLE
0
18665
0
0
EMERSON ELEC CO COM
Stock
291011104
2906
30095
SH
SOLE
0
30095
0
0
ISHARES S&P 100 ETF
ETF
464287101
3339
16640
SH
SOLE
0
16640
0
0
PEPSICO INC COM
Stock
713448108
3930
23197
SH
SOLE
0
23197
0
0
HONEYWELL INTL INC COM
Stock
438516106
2707
14655
SH
SOLE
0
14655
0
0
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF
ETF
46435G318
465
18200
SH
SOLE
0
18200
0
0
US BANCORP DEL COM NEW
Stock
902973304
1038
31400
SH
SOLE
0
31400
0
0
HOME DEPOT INC COM
Stock
437076102
2448
8102
SH
SOLE
0
8102
0
0
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
1609
6049
SH
SOLE
0
6049
0
0
TREX CO INC COM
Stock
89531P105
2426
39365
SH
SOLE
0
39365
0
0
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
ETF
46435UAA9
5654
244330
SH
SOLE
0
244330
0
0
ADOBE INC COM
Stock
00724F101
1068
2095
SH
SOLE
0
2095
0
0
ALPHABET INC CAP STK CL A
Stock
02079K305
6431
49145
SH
SOLE
0
49145
0
0
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF
ETF
46435U697
583
22700
SH
SOLE
0
22700
0
0
GENERAC HLDGS INC COM
Stock
368736104
1194
10957
SH
SOLE
0
10957
0
0
MICROSOFT CORP COM
Stock
594918104
5704
18065
SH
SOLE
0
18065
0
0
GARMIN LTD SHS
Stock
H2906T109
2445
23245
SH
SOLE
0
23245
0
0
SONOS INC COM
Stock
83570H108
585
45310
SH
SOLE
0
45310
0
0
ALIGN TECHNOLOGY INC COM
Stock
016255101
2204
7218
SH
SOLE
0
7218
0
0
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
ETF
46435U515
5441
226425
SH
SOLE
0
226425
0
0
YETI HLDGS INC COM
Stock
98585X104
4162
86311
SH
SOLE
0
86311
0
0
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
ETF
46435U432
652
25000
SH
SOLE
0
25000
0
0
LYONDELLBASELL INDUSTRIES N V SHS - A -
Stock
N53745100
4013
42375
SH
SOLE
0
42375
0
0
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
ETF
46435U259
253
10200
SH
SOLE
0
10200
0
0
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
ETF
46435U325
293
12000
SH
SOLE
0
12000
0
0
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
ETF
46435U283
245
10000
SH
SOLE
0
10000
0
0
ISHARES IBONDS 2023 TERM HIGH YIELD & INCOME ETF
ETF
46435U150
3625
153325
SH
SOLE
0
153325
0
0
ISHARES IBONDS 2024 TERM HIGH YIELD & INCOME ETF
ETF
46435U184
2015
86860
SH
SOLE
0
86860
0
0
ELI LILLY & CO COM
Stock
532457108
647
1204
SH
SOLE
0
1204
0
0
SCHWAB U.S. REIT ETF
ETF
808524847
1456
82013
SH
SOLE
0
82013
0
0
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
ETF
46436E205
4652
212400
SH
SOLE
0
212400
0
0
AFLAC INC COM
Stock
001055102
332
4327
SH
SOLE
0
4327
0
0
CHIPOTLE MEXICAN GRILL INC COM
Stock
169656105
2651
1447
SH
SOLE
0
1447
0
0
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
ETF
46436E726
2914
143000
SH
SOLE
0
143000
0
0
ISHARES RUSSELL MID-CAP GROWTH ETF
ETF
464287481
1526
16700
SH
SOLE
0
16700
0
0
4D MOLECULAR THERAPEUTICS INC COM
Stock
35104E100
318
25000
SH
SOLE
0
25000
0
0
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
ETF
46436E486
678
35000
SH
SOLE
0
35000
0
0
ON HLDG AG NAMEN AKT A
Stock
H5919C104
691
24845
SH
SOLE
0
24845
0
0
FIVE BELOW INC COM
Stock
33829M101
498
3095
SH
SOLE
0
3095
0
0
ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
1485
4835
SH
SOLE
0
4835
0
0
NVIDIA CORPORATION COM
Stock
67066G104
405
930
SH
SOLE
0
930
0
0
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
ETF
464288646
471
9450
SH
SOLE
0
9450
0
0
CUMMINS INC COM
Stock
231021106
3227
14125
SH
SOLE
0
14125
0
0
ABBVIE INC COM
Stock
00287Y109
4039
27095
SH
SOLE
0
27095
0
0
S&P GLOBAL INC COM
Stock
78409V104
1066
2917
SH
SOLE
0
2917
0
0
ZOETIS INC CL A
Stock
98978V103
1623
9330
SH
SOLE
0
9330
0
0
RESMED INC COM
Stock
761152107
944
6385
SH
SOLE
0
6385
0
0
MCDONALDS CORP COM
Stock
580135101
1619
6145
SH
SOLE
0
6145
0
0
CISCO SYS INC COM
Stock
17275R102
2335
43425
SH
SOLE
0
43425
0
0
SKYWORKS SOLUTIONS INC COM
Stock
83088M102
1935
19630
SH
SOLE
0
19630
0
0
LULULEMON ATHLETICA INC COM
Stock
550021109
1585
4110
SH
SOLE
0
4110
0
0
TEXAS PACIFIC LAND CORPORATION COM
Stock
88262P102
263
144
SH
SOLE
0
144
0
0
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
ETF
46435GAA0
5759
246790
SH
SOLE
0
246790
0
0
MASIMO CORP COM
Stock
574795100
745
8500
SH
SOLE
0
8500
0
0
SALESFORCE INC COM
Stock
79466L302
5247
25875
SH
SOLE
0
25875
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
7158
14141
SH
SOLE
0
14141
0
0
JPMORGAN CHASE & CO COM
Stock
46625H100
5803
40018
SH
SOLE
0
40018
0
0
ALBEMARLE CORP COM
Stock
012653101
969
5697
SH
SOLE
0
5697
0
0
DANAHER CORPORATION COM
Stock
235851102
877
3535
SH
SOLE
0
3535
0
0
INTERNATIONAL BUSINESS MACHS COM
Stock
459200101
1822
12990
SH
SOLE
0
12990
0
0
RTX CORPORATION COM
Stock
75513E101
4060
56415
SH
SOLE
0
56415
0
0
PFIZER INC COM
Stock
717081103
393
11855
SH
SOLE
0
11854
0
0
BEST BUY INC COM
Stock
086516101
2567
36951
SH
SOLE
0
36950
0
0
AMGEN INC COM
Stock
031162100
5578
20753
SH
SOLE
0
20752
0
0
APPLIED MATLS INC COM
Stock
038222105
3740
27010
SH
SOLE
0
27010
0
0
KEYSIGHT TECHNOLOGIES INC COM
Stock
49338L103
705
5330
SH
SOLE
0
5330
0
0
MARKETAXESS HLDGS INC COM
Stock
57060D108
388
1815
SH
SOLE
0
1815
0
0
EXELIXIS INC COM
Stock
30161Q104
1125
51475
SH
SOLE
0
51475
0
0
BK OF AMERICA CORP 7.25CNV PFD L
Convertible Preferred
060505682
3864
3474
SH
SOLE
0
3474
0
0
BOX INC CL A
Stock
10316T104
4277
176675
SH
SOLE
0
176675
0
0
UNITEDHEALTH GROUP INC COM
Stock
91324P102
4608
9140
SH
SOLE
0
9140
0
0
DEVON ENERGY CORP NEW COM
Stock
25179M103
1606
33675
SH
SOLE
0
33675
0
0
APPLE INC COM
Stock
037833100
475
2774
SH
SOLE
0
2774
0
0
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
ETF
46434VAX8
3594
141700
SH
SOLE
0
141700
0
0
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
ETF
46434VBD1
6252
256525
SH
SOLE
0
256525
0
0
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
ETF
46434VBG4
5800
234550
SH
SOLE
0
234550
0
0
DISNEY WALT CO COM
Stock
254687106
855
10555
SH
SOLE
0
10555
0
0