# EDGAR Filing Document

**Accession Number:** 0001080132
**File Stem:** 0001080132-23-000001
**Filing Date:** 2023-2
**Character Count:** 12635
**Document Hash:** 0547269c98a5ac22893c01cb6043d4ef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001080132-23-000001.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001080132-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**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:** 23617396

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Peloton Wealth Strategists<br>**Address:** 8500 KEYSTONE CROSSING<br>STE 450<br>INDIANAPOLIS, IN 46240

**Form 13F File Number:** 028-04845

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Matthew K Bradley<br>**Title:** President<br>**Phone:** 3175591700

**Signature, Place, and Date of Signing:**

Matthew K. Bradley  Noblesville, IN  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $207731

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 2738 | 32590 | SH |  | SOLE | 0 | 32590 | 0 | 0 |
| PRUDENTIAL FINL INC COM | Stock | 744320102 |  | 2038 | 20490 | SH |  | SOLE | 0 | 20490 | 0 | 0 |
| STARBUCKS CORP COM | Stock | 855244109 |  | 4889 | 49288 | SH |  | SOLE | 0 | 49288 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 |  | 2174 | 21410 | SH |  | SOLE | 0 | 21410 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 2884 | 16328 | SH |  | SOLE | 0 | 16328 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 |  | 314 | 3015 | SH |  | SOLE | 0 | 3015 | 0 | 0 |
| COSTCO WHSL CORP NEW COM | Stock | 22160K105 |  | 484 | 1060 | SH |  | SOLE | 0 | 1060 | 0 | 0 |
| GOLDMAN SACHS GROUP INC COM | Stock | 38141G104 |  | 1018 | 2965 | SH |  | SOLE | 0 | 2965 | 0 | 0 |
| TRUIST FINL CORP COM | Stock | 89832Q109 |  | 2273 | 52825 | SH |  | SOLE | 0 | 52825 | 0 | 0 |
| UNITED PARCEL SERVICE INC CL B | Stock | 911312106 |  | 5142 | 29580 | SH |  | SOLE | 0 | 29580 | 0 | 0 |
| STATE STR CORP COM | Stock | 857477103 |  | 2482 | 32000 | SH |  | SOLE | 0 | 32000 | 0 | 0 |
| MEDTRONIC PLC SHS | Stock | G5960L103 |  | 2510 | 32300 | SH |  | SOLE | 0 | 32300 | 0 | 0 |
| SPDR S 500 ETF TRUST | ETF | 78462F103 |  | 242 | 632 | SH |  | SOLE | 0 | 632 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 7219 | 20760 | SH |  | SOLE | 0 | 20760 | 0 | 0 |
| ISHARES S 100 ETF | ETF | 464287101 |  | 2932 | 17190 | SH |  | SOLE | 0 | 17190 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 3977 | 22012 | SH |  | SOLE | 0 | 22012 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 3516 | 16405 | SH |  | SOLE | 0 | 16405 | 0 | 0 |
| ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF | ETF | 46435G318 |  | 461 | 18200 | SH |  | SOLE | 0 | 18200 | 0 | 0 |
| US BANCORP DEL COM NEW | Stock | 902973304 |  | 1001 | 22950 | SH |  | SOLE | 0 | 22950 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 2456 | 7777 | SH |  | SOLE | 0 | 7777 | 0 | 0 |
| TREX CO INC COM | Stock | 89531P105 |  | 1787 | 42220 | SH |  | SOLE | 0 | 42220 | 0 | 0 |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | 46435UAA9 |  | 4625 | 197900 | SH |  | SOLE | 0 | 197900 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 5083 | 57615 | SH |  | SOLE | 0 | 57615 | 0 | 0 |
| FISERV INC COM | Stock | 337738108 |  | 258 | 2552 | SH |  | SOLE | 0 | 2552 | 0 | 0 |
| ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF | ETF | 46435U697 |  | 881 | 34200 | SH |  | SOLE | 0 | 34200 | 0 | 0 |
| GENERAC HLDGS INC COM | Stock | 368736104 |  | 789 | 7837 | SH |  | SOLE | 0 | 7837 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 5194 | 21658 | SH |  | SOLE | 0 | 21658 | 0 | 0 |
| GARMIN LTD SHS | Stock | H2906T109 |  | 1502 | 16280 | SH |  | SOLE | 0 | 16280 | 0 | 0 |
| SONOS INC COM | Stock | 83570H108 |  | 1033 | 61105 | SH |  | SOLE | 0 | 61105 | 0 | 0 |
| ALIGN TECHNOLOGY INC COM | Stock | 016255101 |  | 1238 | 5868 | SH |  | SOLE | 0 | 5868 | 0 | 0 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | ETF | 46435U515 |  | 4008 | 165000 | SH |  | SOLE | 0 | 165000 | 0 | 0 |
| YETI HLDGS INC COM | Stock | 98585X104 |  | 3444 | 83365 | SH |  | SOLE | 0 | 83365 | 0 | 0 |
| ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | ETF | 46435U432 |  | 659 | 25000 | SH |  | SOLE | 0 | 25000 | 0 | 0 |
| THOR INDS INC COM | Stock | 885160101 |  | 1516 | 20085 | SH |  | SOLE | 0 | 20085 | 0 | 0 |
| STANLEY BLACK  DECKER INC COM | Stock | 854502101 |  | 524 | 6975 | SH |  | SOLE | 0 | 6975 | 0 | 0 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | N53745100 |  | 3684 | 44375 | SH |  | SOLE | 0 | 44375 | 0 | 0 |
| ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | ETF | 46435U259 |  | 257 | 10200 | SH |  | SOLE | 0 | 10200 | 0 | 0 |
| ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | ETF | 46435U325 |  | 301 | 12000 | SH |  | SOLE | 0 | 12000 | 0 | 0 |
| ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | ETF | 46435U283 |  | 251 | 10000 | SH |  | SOLE | 0 | 10000 | 0 | 0 |
| ISHARES IBONDS 2023 TERM HIGH YIELD  INCOME ETF | ETF | 46435U150 |  | 3157 | 134525 | SH |  | SOLE | 0 | 134525 | 0 | 0 |
| ISHARES IBONDS 2024 TERM HIGH YIELD  INCOME ETF | ETF | 46435U184 |  | 636 | 28010 | SH |  | SOLE | 0 | 28010 | 0 | 0 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 329 | 900 | SH |  | SOLE | 0 | 900 | 0 | 0 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | ETF | 46436E205 |  | 2765 | 124700 | SH |  | SOLE | 0 | 124700 | 0 | 0 |
| AFLAC INC COM | Stock | 001055102 |  | 368 | 5119 | SH |  | SOLE | 0 | 5119 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | 169656105 |  | 2386 | 1720 | SH |  | SOLE | 0 | 1720 | 0 | 0 |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | ETF | 46436E726 |  | 853 | 41000 | SH |  | SOLE | 0 | 41000 | 0 | 0 |
| ROCKET COS INC COM CL A | Stock | 77311W101 |  | 242 | 34575 | SH |  | SOLE | 0 | 34575 | 0 | 0 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 464287481 |  | 1392 | 16646 | SH |  | SOLE | 0 | 16646 | 0 | 0 |
| 4D MOLECULAR THERAPEUTICS INC COM | Stock | 35104E100 |  | 822 | 37000 | SH |  | SOLE | 0 | 37000 | 0 | 0 |
| SVB FINANCIAL GROUP COM | Stock | 78486Q101 |  | 1917 | 8329 | SH |  | SOLE | 0 | 8329 | 0 | 0 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 |  | 1059 | 3970 | SH |  | SOLE | 0 | 3970 | 0 | 0 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288646 |  | 465 | 9325 | SH |  | SOLE | 0 | 9325 | 0 | 0 |
| CUMMINS INC COM | Stock | 231021106 |  | 3471 | 14325 | SH |  | SOLE | 0 | 14325 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 7063 | 43705 | SH |  | SOLE | 0 | 43705 | 0 | 0 |
| ZOETIS INC CL A | Stock | 98978V103 |  | 1174 | 8010 | SH |  | SOLE | 0 | 8010 | 0 | 0 |
| ISHARES RUSSELL 2000 GROWTH ETF | ETF | 464287648 |  | 1385 | 6454 | SH |  | SOLE | 0 | 6454 | 0 | 0 |
| RESMED INC COM | Stock | 761152107 |  | 1319 | 6335 | SH |  | SOLE | 0 | 6335 | 0 | 0 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 2034 | 7720 | SH |  | SOLE | 0 | 7720 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 2708 | 56840 | SH |  | SOLE | 0 | 56840 | 0 | 0 |
| SKYWORKS SOLUTIONS INC COM | Stock | 83088M102 |  | 1843 | 20220 | SH |  | SOLE | 0 | 20220 | 0 | 0 |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 88262P102 |  | 340 | 145 | SH |  | SOLE | 0 | 145 | 0 | 0 |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | ETF | 46435GAA0 |  | 5010 | 214550 | SH |  | SOLE | 0 | 214550 | 0 | 0 |
| MASIMO CORP COM | Stock | 574795100 |  | 1415 | 9565 | SH |  | SOLE | 0 | 9565 | 0 | 0 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 3464 | 26125 | SH |  | SOLE | 0 | 26125 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 8370 | 15200 | SH |  | SOLE | 0 | 15200 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 5439 | 40561 | SH |  | SOLE | 0 | 40561 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 1867 | 13250 | SH |  | SOLE | 0 | 13250 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP COM | Stock | 75513E101 |  | 6135 | 60795 | SH |  | SOLE | 0 | 60795 | 0 | 0 |
| PFIZER INC COM | Stock | 717081103 |  | 534 | 10418 | SH |  | SOLE | 0 | 10417 | 0 | 0 |
| BEST BUY INC COM | Stock | 086516101 |  | 2974 | 37076 | SH |  | SOLE | 0 | 37076 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 5796 | 22067 | SH |  | SOLE | 0 | 22066 | 0 | 0 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 2842 | 29180 | SH |  | SOLE | 0 | 29180 | 0 | 0 |
| ISHARES MSCI EAFE SMALL-CAP ETF | ETF | 464288273 |  | 1527 | 27037 | SH |  | SOLE | 0 | 27037 | 0 | 0 |
| B  G FOODS INC NEW COM | Stock | 05508R106 |  | 542 | 48650 | SH |  | SOLE | 0 | 48650 | 0 | 0 |
| MARKETAXESS HLDGS INC COM | Stock | 57060D108 |  | 506 | 1815 | SH |  | SOLE | 0 | 1815 | 0 | 0 |
| EXELIXIS INC COM | Stock | 30161Q104 |  | 962 | 59975 | SH |  | SOLE | 0 | 59975 | 0 | 0 |
| BK OF AMERICA CORP 7.25CNV PFD L | Convertible Preferred | 060505682 |  | 3490 | 3009 | SH |  | SOLE | 0 | 3009 | 0 | 0 |
| BOX INC CL A | Stock | 10316T104 |  | 5976 | 191975 | SH |  | SOLE | 0 | 191975 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 4753 | 8965 | SH |  | SOLE | 0 | 8965 | 0 | 0 |
| DEVON ENERGY CORP NEW COM | Stock | 25179M103 |  | 1083 | 17600 | SH |  | SOLE | 0 | 17600 | 0 | 0 |
| WESTROCK CO COM | Stock | 96145D105 |  | 3248 | 92375 | SH |  | SOLE | 0 | 92375 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 330 | 2543 | SH |  | SOLE | 0 | 2543 | 0 | 0 |
| ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | ETF | 46434VAX8 |  | 3672 | 146700 | SH |  | SOLE | 0 | 146700 | 0 | 0 |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | ETF | 46434VBD1 |  | 5346 | 219800 | SH |  | SOLE | 0 | 219800 | 0 | 0 |
| ISHARES IBONDS DEC 2024 TERM CORPORATE ETF | ETF | 46434VBG4 |  | 5841 | 239200 | SH |  | SOLE | 0 | 239200 | 0 | 0 |
| DISNEY WALT CO COM | Stock | 254687106 |  | 1097 | 12630 | SH |  | SOLE | 0 | 12630 | 0 | 0 |

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