Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $242 Million
  • Q2 2025

Peloton Wealth Strategists has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2028 Ter with a value of $9.23M, Amazon Com Inc with a value of $8.91M, Mastercard Inc with a value of $8.75M, Ishares Tr Ibonds Dec 2027 Ter with a value of $8.24M, and Microsoft Corp with a value of $8.12M.

Examining the 13F form we can see an increase of $9.07M in the current position value, from $233M to 242M.

Peloton Wealth Strategists is based out at Indianapolis, IN

Below you can find more details about Peloton Wealth Strategists portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $53.1 Million
Technology: $37.5 Million
Financial Services: $33.8 Million
Healthcare: $33.1 Million
Consumer Cyclical: $25.9 Million
Industrials: $22.6 Million
Consumer Defensive: $11.7 Million
Communication Services: $7.83 Million
Other: $5.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.23 Million 3.81% of portfolio
363,094
Q2 2025 Added 0.11%
$2.43T
$8.91 Million 3.68% of portfolio
40,606
Q2 2025 Reduced 1.43%
$557B
$8.75 Million 3.61% of portfolio
15,577
Q2 2025 Reduced 1.7%
$0
$8.24 Million 3.4% of portfolio
339,370
Q2 2025 Reduced 0.03%
$3.72T
$8.12 Million 3.35% of portfolio
16,330
Q2 2025 Added 0.02%
$0
$7.96 Million 3.29% of portfolio
341,400
Q2 2025 Added 0.71%
$1.43T
$7.62 Million 3.15% of portfolio
43,240
Q2 2025 Reduced 4.9%
$0
$7.27 Million 3.0% of portfolio
288,840
Q2 2025 Reduced 1.37%
$874B
$7.23 Million 2.98% of portfolio
24,925
Q2 2025 Reduced 1.58%
$0
$7.13 Million 2.95% of portfolio
300,320
Q2 2025 Added 0.84%
$252B
$6.69 Million 2.76% of portfolio
24,520
Q2 2025 Added 4.5%
$223B
$6.36 Million 2.63% of portfolio
43,575
Q2 2025 Reduced 4.07%
$0
$6.35 Million 2.62% of portfolio
289,000
Q2 2025 Added 5.67%
$189B
$5.06 Million 2.09% of portfolio
12,486
Q2 2025 Reduced 0.28%
$261B
$4.96 Million 2.05% of portfolio
7,012
Q2 2025 Reduced 4.75%
$78.1B
$4.73 Million 1.95% of portfolio
35,510
Q2 2025 Added 0.28%
$0
$4.19 Million 1.73% of portfolio
199,350
Q1 2025 Added 17.26%
$55.7B
$4.02 Million 1.66% of portfolio
12,260
Q1 2025 Reduced 4.05%
$189B
$3.74 Million 1.54% of portfolio
40,085
Q2 2025 Added 26.01%
$433B
$3.67 Million 1.51% of portfolio
3,703
Q1 2025 Added 0.87%
$102B
$3.63 Million 1.5% of portfolio
8,150
Q2 2025 Added 2.46%
$325B
$3.61 Million 1.49% of portfolio
11,580
Q2 2025 Added 12.21%
$189B
$3.51 Million 1.45% of portfolio
4,462
Q2 2025 Added 1.09%
$0
$3.49 Million 1.44% of portfolio
13,126
Q2 2025 Added 2.22%
$62.7B
$3.29 Million 1.36% of portfolio
75,875
Q2 2025 Added 1.34%
$20.3B
$3.26 Million 1.35% of portfolio
13,720
Q2 2025 Reduced 0.07%
$1.09B
$3.27 Million 1.35% of portfolio
58,315
Q2 2025 Reduced 0.61%
$144B
$3.21 Million 1.33% of portfolio
13,790
Q1 2025 Reduced 2.99%
$150B
$3.2 Million 1.32% of portfolio
11,478
Q1 2025 Added 1.77%
$276B
$3.15 Million 1.3% of portfolio
45,425
Q1 2025 Reduced 2.05%
$189B
$2.78 Million 1.15% of portfolio
32,650
Q2 2025 Added 53.29%
$197B
$2.77 Million 1.14% of portfolio
20,960
Q2 2025 Reduced 0.59%
$33.4B
$2.74 Million 1.13% of portfolio
43,695
Q2 2025 Added 0.11%
$85.4B
$2.55 Million 1.05% of portfolio
11,990
Q2 2025 Added 7.78%
$372B
$2.54 Million 1.05% of portfolio
13,680
Q2 2025 Reduced 11.05%
$41.8B
$2.52 Million 1.04% of portfolio
25,495
Q2 2025 Added 34.72%
$3.07B
$2.48 Million 1.02% of portfolio
78,675
Q2 2025 Reduced 4.14%
$60.1B
$2.45 Million 1.01% of portfolio
56,900
Q2 2025 Reduced 4.21%
$39.7B
$2.35 Million 0.97% of portfolio
8,170
Q2 2025 Added 0.31%
$178B
$2.32 Million 0.96% of portfolio
4,400
Q1 2025 Added 2.97%
$165B
$2.3 Million 0.95% of portfolio
5,955
Q2 2025 Added 10.24%
$17.3B
$2.25 Million 0.93% of portfolio
33,475
Q1 2025 Reduced 1.69%
$0
$2.07 Million 0.86% of portfolio
28,498
Q2 2025 Reduced 10.35%
$70.1B
$2.01 Million 0.83% of portfolio
12,904
Q2 2025 Added 3.26%
$61.6B
$1.94 Million 0.8% of portfolio
19,221
Q2 2025 Reduced 2.09%
$6.96B
$1.89 Million 0.78% of portfolio
34,755
Q2 2025 Reduced 7.95%
$0
$1.86 Million 0.77% of portfolio
14,078
Q2 2025 Added 1.24%
$13.8B
$1.87 Million 0.77% of portfolio
14,910
Q2 2025 Reduced 0.53%
$123B
$1.82 Million 0.75% of portfolio
26,430
Q2 2025 Added 108.44%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $242 Million
  • Prior Value $233 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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