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  Name: Peloton Wealth Strategists
  City: BLOOMINGTON
  State: IN
  Zip: 47404
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $230,906,000
  Total Value Change : $14,036,000
  Securities Held Change : 5
   
All Securities Held : 93
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 30
  Unchanged Positions : 6
  Decreased Positions : 48

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IBMN)1 Year Chart         IBMN Ishares Ibonds Dec 2025 Ter... 67 - $0.00 $664,000 25,000 0.29% 12,000 0 0.028    N/A
   (FDMT)1 Year Chart         FDMT 4d Molecular Therapeutics Inc. 72 - $0.00 $507,000 25,000 0.22% 189,000 0 0.077    N/A
   (IBMQ)1 Year Chart         IBMQ Ishares Ibonds Dec 2028 Ter... 80 - $0.00 $307,000 12,000 0.13% 14,000 0 0.133    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 84 - $517.14 $295,000 620 0.13% 30,000 0 0    Closed - End Fund - E...
   (IBMO)1 Year Chart         IBMO Ishares Ibonds Dec 2026 Ter... 85 - $0.00 $260,000 10,200 0.11% 7,000 0 0.113    N/A
   (IBMP)1 Year Chart         IBMP Ishares Ibonds Dec 2027 Ter... 86 - $0.00 $254,000 10,000 0.11% 9,000 0 0.111    N/A

      6 Records Found
  1    
Page 1 of 1
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