Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024

Peloton Wealth Strategists has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $8.35M, Thermo Fisher Scientific Inc. with a value of $8.04M, Alphabet Inc. with a value of $7.92M, Jpmorgan Chase & CO with a value of $7.71M, and Amazon Com Inc with a value of $7.54M.

Examining the 13F form we can see an increase of $7.69M in the current position value, from $239M to 246M.

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 $246 Million
ETFs: $55.8 Million
Healthcare: $37.9 Million
Technology: $36.2 Million
Consumer Cyclical: $31.9 Million
Financial Services: $28.4 Million
Industrials: $24.3 Million
Consumer Defensive: $9.2 Million
Communication Services: $7.92 Million
Other: $7.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$504B
$8.35 Million 3.39% of portfolio
16,912
Q3 2024 Reduced 5.32%
$205B
$8.04 Million 3.26% of portfolio
12,996
Q3 2024 Reduced 2.99%
$1.14T
$7.92 Million 3.21% of portfolio
47,747
Q3 2024 Added 4.36%
$697B
$7.71 Million 3.13% of portfolio
36,563
Q3 2024 Reduced 4.62%
$2.29T
$7.54 Million 3.06% of portfolio
40,452
Q3 2024 Added 6.52%
$0
$7.45 Million 3.02% of portfolio
291,975
Q3 2024 Added 8.34%
$3.25T
$7.29 Million 2.96% of portfolio
16,952
Q3 2024 Reduced 3.13%
$0
$7.13 Million 2.89% of portfolio
284,125
Q3 2024 Added 0.47%
$0
$7.12 Million 2.89% of portfolio
292,130
Q3 2024 Reduced 2.05%
$344B
$6.8 Million 2.76% of portfolio
24,827
Q3 2024 Added 7.33%
$0
$6.42 Million 2.6% of portfolio
272,895
Q3 2024 Added 2.98%
$0
$6.31 Million 2.56% of portfolio
265,485
Q3 2024 Reduced 0.39%
$468B
$6.02 Million 2.44% of portfolio
10,288
Q3 2024 Added 0.05%
$171B
$5.68 Million 2.31% of portfolio
46,925
Q3 2024 Reduced 12.87%
$141B
$5.51 Million 2.24% of portfolio
27,290
Q3 2024 Added 4.94%
$0
$5.32 Million 2.16% of portfolio
211,050
Q3 2024 Reduced 3.87%
$0
$4.3 Million 1.74% of portfolio
193,900
Q3 2024 Added 5.27%
$141B
$4.29 Million 1.74% of portfolio
13,303
Q3 2024 Reduced 30.51%
$49.5B
$4.21 Million 1.71% of portfolio
13,030
Q3 2024 Reduced 4.65%
$193B
$4.19 Million 1.7% of portfolio
8,457
Q3 2024 Reduced 3.54%
$211B
$3.89 Million 1.58% of portfolio
22,885
Q3 2024 Reduced 6.27%
$73.4B
$3.86 Million 1.57% of portfolio
35,330
Q3 2024 Added 11.66%
$24B
$3.83 Million 1.55% of portfolio
39,925
Q3 2024 Reduced 3.15%
$1.72B
$3.65 Million 1.48% of portfolio
63,275
Q3 2024 Reduced 7.02%
$19.3B
$3.57 Million 1.45% of portfolio
34,575
Q3 2024 Reduced 4.42%
$0
$3.55 Million 1.44% of portfolio
13,333
Q3 2024 Reduced 6.25%
$3.4B
$3.54 Million 1.44% of portfolio
86,275
Q3 2024 Added 0.41%
$40.1B
$3.25 Million 1.32% of portfolio
18,490
Q3 2024 Reduced 8.53%
$46.4B
$3.24 Million 1.31% of portfolio
11,945
Q3 2024 Added 68.5%
$402B
$3.16 Million 1.28% of portfolio
7,795
Q3 2024 Reduced 0.65%
$422B
$3.12 Million 1.27% of portfolio
3,523
Q1 2024 Added 12.88%
$0
$3.13 Million 1.27% of portfolio
147,700
Q3 2024 Added 23.08%
$91.7B
$3.11 Million 1.26% of portfolio
22,846
Q3 2024 Reduced 5.89%
$101B
$2.87 Million 1.16% of portfolio
29,450
Q3 2024 Reduced 13.0%
$57.5B
$2.85 Million 1.16% of portfolio
66,723
Q3 2024 Reduced 2.19%
$154B
$2.68 Million 1.09% of portfolio
12,975
Q3 2024 Reduced 9.52%
$378B
$2.56 Million 1.04% of portfolio
15,807
Q3 2024 Reduced 5.62%
$7.74B
$2.55 Million 1.04% of portfolio
38,380
Q3 2024 Added 3.44%
$240B
$2.54 Million 1.03% of portfolio
47,775
Q3 2024 Added 12.21%
$0
$2.4 Million 0.97% of portfolio
102,854
Q3 2024 Reduced 2.35%
$181B
$2.27 Million 0.92% of portfolio
3,661
Q3 2024 Added 769.6%
$160B
$2.21 Million 0.9% of portfolio
4,273
Q3 2024 Reduced 1.16%
$27.3B
$2.18 Million 0.89% of portfolio
41,845
Q3 2024 Added 22.64%
$208B
$2.12 Million 0.86% of portfolio
4,092
Q3 2024 Added 9.06%
$77.2B
$1.94 Million 0.79% of portfolio
9,947
Q3 2024 Reduced 2.49%
$16B
$1.93 Million 0.78% of portfolio
38,460
Q3 2024 Reduced 2.53%
$0
$1.85 Million 0.75% of portfolio
79,955
Q3 2024 Added 5.11%
$9.97B
$1.78 Million 0.72% of portfolio
11,175
Q3 2024 Reduced 2.61%
$215B
$1.77 Million 0.72% of portfolio
5,810
Q3 2024 Added 0.73%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $246 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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