Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $242 Million
  • Q1 2024

Peloton Wealth Strategists has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $242 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $8.69M, Thermo Fisher Scientific Inc. with a value of $7.9M, Jpmorgan Chase & CO with a value of $7.69M, Microsoft Corp with a value of $7.33M, and Salesforce, Inc. with a value of $7.15M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $227M 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: $53.3 Million
Technology: $39.6 Million
Healthcare: $37.4 Million
Consumer Cyclical: $30.1 Million
Financial Services: $26.5 Million
Industrials: $25.1 Million
Consumer Defensive: $9.01 Million
Communication Services: $7.07 Million
Other: $7.86 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$421B
$8.69 Million 3.59% of portfolio
18,045
Q1 2024 Reduced 1.81%
$217B
$7.9 Million 3.27% of portfolio
13,597
Q1 2024 Reduced 2.33%
$593B
$7.69 Million 3.18% of portfolio
38,413
Q1 2024 Added 0.27%
$3.33T
$7.33 Million 3.03% of portfolio
17,428
Q1 2024 Reduced 0.94%
$257B
$7.15 Million 2.96% of portfolio
23,747
Q1 2024 Reduced 6.32%
$1.09T
$7.07 Million 2.92% of portfolio
46,865
Q1 2024 Reduced 1.49%
$1.97T
$6.92 Million 2.86% of portfolio
38,381
Q1 2024 Added 1.11%
$0
$6.9 Million 2.85% of portfolio
289,985
Q1 2024 Added 5.55%
$0
$6.82 Million 2.82% of portfolio
274,785
Q1 2024 Added 2.95%
$0
$6.43 Million 2.66% of portfolio
258,000
Q1 2024 Added 5.89%
$0
$6.32 Million 2.61% of portfolio
265,035
Q1 2024 Added 5.25%
$0
$5.83 Million 2.41% of portfolio
255,500
Q1 2024 Added 10.51%
$203B
$5.54 Million 2.29% of portfolio
26,860
Q1 2024 Reduced 2.22%
$167B
$5.52 Million 2.28% of portfolio
19,423
Q1 2024 Reduced 2.75%
$0
$5.52 Million 2.28% of portfolio
220,550
Q4 2023 Reduced 5.97%
$148B
$5.27 Million 2.18% of portfolio
54,005
Q1 2024 Added 0.2%
$303B
$4.52 Million 1.87% of portfolio
24,835
Q1 2024 Reduced 0.68%
$3.76B
$4.4 Million 1.82% of portfolio
155,500
Q1 2024 Reduced 9.06%
$227B
$4.29 Million 1.77% of portfolio
24,522
Q1 2024 Added 0.25%
$31.2B
$4.23 Million 1.75% of portfolio
41,400
Q1 2024 Reduced 0.24%
$1.74B
$4.14 Million 1.71% of portfolio
1,425
Q1 2024 Reduced 1.79%
$39B
$4.02 Million 1.66% of portfolio
13,645
Q1 2024 Added 0.55%
$8.17B
$3.81 Million 1.58% of portfolio
38,230
Q1 2024 Reduced 1.99%
$0
$3.76 Million 1.55% of portfolio
175,500
Q1 2024 Added 9.69%
$154B
$3.66 Million 1.51% of portfolio
8,760
Q1 2024 Added 0.61%
$99.8B
$3.62 Million 1.5% of portfolio
24,361
Q1 2024 Added 0.21%
$65.1B
$3.6 Million 1.49% of portfolio
31,760
Q1 2024 Added 3.33%
$0
$3.59 Million 1.48% of portfolio
14,509
Q1 2024 Reduced 5.93%
$31.2B
$3.41 Million 1.41% of portfolio
22,915
Q4 2023 Reduced 1.42%
$3.29B
$3.37 Million 1.39% of portfolio
87,525
Q1 2024 Added 1.63%
$89.3B
$3.12 Million 1.29% of portfolio
34,150
Q1 2024 Reduced 0.15%
$352B
$3.01 Million 1.25% of portfolio
7,857
Q1 2024 Reduced 2.84%
$19B
$2.98 Million 1.23% of portfolio
36,375
Q1 2024 Added 1.18%
$144B
$2.94 Million 1.22% of portfolio
14,325
Q4 2023 Reduced 2.25%
$51.5B
$2.65 Million 1.1% of portfolio
68,100
Q1 2024 Added 4.29%
$376B
$2.58 Million 1.07% of portfolio
3,523
Q1 2024 Added 12.88%
$382B
$2.57 Million 1.06% of portfolio
16,253
Q1 2024 Reduced 1.1%
$0
$2.47 Million 1.02% of portfolio
105,829
Q1 2024 Added 2.0%
$36.5B
$2.39 Million 0.99% of portfolio
6,129
Q1 2024 Added 27.82%
$155B
$2.25 Million 0.93% of portfolio
11,765
Q1 2024 Reduced 2.69%
$0
$2.22 Million 0.92% of portfolio
108,500
Q1 2024 Added 5.85%
$26.3B
$2.14 Million 0.88% of portfolio
36,020
Q4 2023 Reduced 1.5%
$195B
$2.14 Million 0.88% of portfolio
42,825
Q1 2024 Reduced 0.81%
$145B
$1.9 Million 0.78% of portfolio
4,456
Q1 2024 Added 27.57%
$17.1B
$1.82 Million 0.75% of portfolio
16,845
Q1 2024 Added 0.3%
$18.9B
$1.79 Million 0.74% of portfolio
5,445
Q1 2024 Reduced 0.46%
$81.2B
$1.71 Million 0.71% of portfolio
10,084
Q1 2024 Added 2.49%
$0
$1.68 Million 0.7% of portfolio
9,400
Q1 2024 Added 7.11%
$0
$1.68 Million 0.69% of portfolio
13,414
Q1 2024 Added 7.3%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $242 Million
  • Prior Value $227 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email