Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $233 Million
  • Q1 2025

Peloton Wealth Strategists has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Million distributed in 92 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 $9.16M, Mastercard Inc with a value of $8.69M, Ishares Tr Ibonds Dec 2027 Ter with a value of $8.21M, Ishares Tr Ibonds Dec 2029 Ter with a value of $7.84M, and Amazon Com Inc with a value of $7.84M.

Examining the 13F form we can see an decrease of $8.77M in the current position value, from $242M to 233M.

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 $233 Million
ETFs: $52.5 Million
Healthcare: $36.9 Million
Technology: $31.3 Million
Financial Services: $29.6 Million
Consumer Cyclical: $26.4 Million
Industrials: $21.4 Million
Consumer Defensive: $11.7 Million
Communication Services: $7.03 Million
Other: $6.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.16 Million 3.93% of portfolio
362,694
Q1 2025 Added 13.64%
$562B
$8.69 Million 3.73% of portfolio
15,847
Q1 2025 Reduced 5.35%
$0
$8.21 Million 3.52% of portfolio
339,470
Q1 2025 Added 9.46%
$0
$7.84 Million 3.36% of portfolio
339,000
Q1 2025 Added 10.64%
$2.22T
$7.84 Million 3.36% of portfolio
41,197
Q1 2025 Reduced 1.57%
$0
$7.36 Million 3.16% of portfolio
292,840
Q1 2025 Reduced 1.11%
$0
$7.07 Million 3.03% of portfolio
297,820
Q1 2025 Added 6.37%
$993B
$7.03 Million 3.02% of portfolio
45,467
Q1 2025 Reduced 3.62%
$268B
$6.3 Million 2.7% of portfolio
23,465
Q1 2025 Reduced 5.78%
$788B
$6.21 Million 2.67% of portfolio
25,325
Q1 2025 Reduced 26.24%
$162B
$6.23 Million 2.67% of portfolio
12,521
Q1 2025 Reduced 2.91%
$3.51T
$6.13 Million 2.63% of portfolio
16,327
Q1 2025 Reduced 2.57%
$204B
$6.02 Million 2.58% of portfolio
45,425
Q1 2025 Reduced 1.08%
$0
$5.94 Million 2.55% of portfolio
273,500
Q1 2025 Added 15.35%
$284B
$5.41 Million 2.32% of portfolio
10,320
Q1 2025 Added 1.45%
$0
$4.14 Million 1.77% of portfolio
199,350
Q1 2025 Added 17.26%
$75.1B
$3.88 Million 1.67% of portfolio
35,410
Q1 2025 Reduced 0.14%
$31.6B
$3.89 Million 1.67% of portfolio
13,730
Q1 2025 Reduced 2.45%
$116B
$3.86 Million 1.65% of portfolio
7,954
Q1 2025 Added 31.82%
$46.1B
$3.84 Million 1.65% of portfolio
12,260
Q1 2025 Reduced 4.05%
$149B
$3.82 Million 1.64% of portfolio
26,290
Q1 2025 Reduced 3.84%
$157B
$3.58 Million 1.53% of portfolio
11,478
Q1 2025 Added 1.77%
$446B
$3.5 Million 1.5% of portfolio
3,703
Q1 2025 Added 0.87%
$0
$3.42 Million 1.47% of portfolio
12,841
Q1 2025 Reduced 2.59%
$335B
$3.22 Million 1.38% of portfolio
15,380
Q1 2025 Reduced 31.28%
$182B
$3.16 Million 1.36% of portfolio
21,085
Q1 2025 Reduced 4.53%
$1.4B
$2.95 Million 1.26% of portfolio
58,675
Q1 2025 Reduced 9.28%
$152B
$2.92 Million 1.25% of portfolio
13,790
Q1 2025 Reduced 2.99%
$60.3B
$2.83 Million 1.22% of portfolio
74,875
Q1 2025 Added 148.96%
$268B
$2.8 Million 1.2% of portfolio
45,425
Q1 2025 Reduced 2.05%
$2.78B
$2.72 Million 1.17% of portfolio
82,075
Q1 2025 Reduced 5.42%
$215B
$2.71 Million 1.16% of portfolio
4,414
Q1 2025 Added 0.34%
$33.2B
$2.55 Million 1.1% of portfolio
43,645
Q1 2025 Reduced 1.69%
$16.9B
$2.46 Million 1.06% of portfolio
33,475
Q1 2025 Reduced 1.69%
$54B
$2.44 Million 1.05% of portfolio
59,400
Q1 2025 Reduced 7.62%
$171B
$2.32 Million 0.99% of portfolio
31,810
Q1 2025 New
$409B
$2.26 Million 0.97% of portfolio
13,633
Q1 2025 Reduced 10.64%
$167B
$2.24 Million 0.96% of portfolio
4,400
Q1 2025 Added 2.97%
$6.41B
$2.19 Million 0.94% of portfolio
37,755
Q1 2025 Reduced 3.45%
$74.7B
$2.16 Million 0.93% of portfolio
19,631
Q1 2025 Reduced 12.39%
$193B
$2.07 Million 0.89% of portfolio
5,402
Q1 2025 Added 29.64%
$78.2B
$2.06 Million 0.88% of portfolio
12,497
Q1 2025 Added 19.05%
$0
$2.02 Million 0.87% of portfolio
31,789
Q1 2025 Added 756.15%
$77.1B
$1.99 Million 0.86% of portfolio
11,125
Q1 2025 Added 4.71%
$99.4B
$1.99 Million 0.85% of portfolio
20,252
Q1 2025 Reduced 15.09%
$46.4B
$1.98 Million 0.85% of portfolio
18,925
Q1 2025 Added 33.37%
$39.9B
$1.89 Million 0.81% of portfolio
8,145
Q1 2025 Added 8.63%
$0
$1.75 Million 0.75% of portfolio
13,906
Q1 2025 Added 2.31%
$377B
$1.73 Million 0.74% of portfolio
4,734
Q4 2024 Reduced 39.27%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $233 Million
  • Prior Value $242 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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