Peloton Wealth Strategists Purchases in Q2 2025

Peloton Wealth Strategists

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3
+ 0.02%
$354.56 - $497.45 $1.06K - $1.49K
16.3K $8.12M
UBER
Uber Technologies, Inc

Technology
8.28K
+ 26.01%
$64.62 - $93.3 $535K - $772K
40.1K $3.74M
C
Citigroup Inc

Financial Services
11.4K
+ 53.29%
$58.13 - $85.12 $660K - $966K
32.7K $2.78M
MANH
Manhattan Associates Inc

Technology
4.9K
New
$143.9 - $197.47 $705K - $968K
4.9K $967K
NVO
Novo Nordisk A S

Healthcare
13.8K
+ 108.44%
$58.08 - $81.05 $799K - $1.11M
26.4K $1.82M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.78K
New
$419.99 - $501.97 $746K - $892K
1.78K $859K
EMR
Emerson Electric CO

Industrials
100
+ 0.28%
$94.15 - $133.33 $9.42K - $13.3K
35.5K $4.73M
INTU
Intuit Inc

Technology
48
+ 1.09%
$544.07 - $787.63 $26.1K - $37.8K
4.46K $3.51M
IDXX
Idexx Laboratories Inc

Healthcare
530
+ 21.09%
$361.04 - $536.34 $191K - $284K
3.04K $1.63M
COF
Capital One Financial Corp

Financial Services
865
+ 7.78%
$150.57 - $212.76 $130K - $184K
12K $2.55M
TGT
Target Corp

Consumer Defensive
6.57K
+ 34.72%
$88.76 - $105.77 $583K - $695K
25.5K $2.52M
VEEV
Veeva Systems Inc

Healthcare
25
+ 0.31%
$209.39 - $289.94 $5.23K - $7.25K
8.17K $2.35M
SLB
Schlumberger Limited

Energy
15.4K
+ 198.06%
$31.95 - $42.2 $490K - $648K
23.1K $780K
FCX
Freeport Mcmoran Inc

Basic Materials
1K
+ 1.34%
$29.15 - $44.46 $29.2K - $44.5K
75.9K $3.29M
IBDV
Ishares Tr

Technology
15.5K
+ 5.67%
$21.28 - $21.98 $330K - $341K
289K $6.35M
CRM
Salesforce, Inc.

Technology
1.06K
+ 4.5%
$236.26 - $291.15 $249K - $307K
24.5K $6.69M
ADBE
Adobe Inc.

Technology
553
+ 10.24%
$340.0 - $420.68 $188K - $233K
5.96K $2.3M
META
Meta Platforms, Inc.

Communication Services
285
New
$484.66 - $738.09 $138K - $210K
285 $210K
IWN
Ishares Russell2000 Val ETF

ETFs
825
+ 7.9%
$131.84 - $157.76 $109K - $130K
11.3K $1.78M
ACN
Accenture PLC

Technology
810
+ 18.27%
$279.23 - $323.21 $226K - $262K
5.24K $1.57M
MNST
Monster Beverage Corp

Consumer Defensive
50
+ 0.11%
$55.01 - $64.24 $2.75K - $3.21K
43.7K $2.74M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.4K
+ 0.71%
$22.7 - $23.33 $54.5K - $56K
341K $7.96M
IWS
Ishares Russell Midcap Value E

ETFs
172
+ 1.24%
$110.58 - $132.14 $19K - $22.7K
14.1K $1.86M
OEF
Ishares S&P 100 ETF

ETFs
285
+ 2.22%
N/A
13.1K $3.49M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
400
+ 0.11%
$24.94 - $25.42 $9.98K - $10.2K
363K $9.23M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.5K
+ 0.84%
N/A
300K $7.13M
Hewlett Packard Enterprise CO 7.625 Mand Conv
500
+ 1.9%
N/A
26.8K $0
Fidelity Wise Origin Bitcoin Fund
850
+ 11.62%
N/A
8.17K $0
Bank America Corp 7.25 Cnv Pfd L
30
+ 0.9%
N/A
3.37K $0
DHR
Danaher Corp

Healthcare
160
+ 2.87%
$174.64 - $205.16 $27.9K - $32.8K
5.74K $1.13M
AAPL
Apple Inc.

Technology
75
+ 2.88%
$172.42 - $223.89 $12.9K - $16.8K
2.68K $550K
CVX
Chevron Corp

Energy
8
+ 0.58%
$133.73 - $168.51 $1.07K - $1.35K
1.4K $200K
LLY
Eli Lilly & CO

Healthcare
16
+ 1.44%
$713.71 - $898.95 $11.4K - $14.4K
1.13K $878K
ZTS
Zoetis Inc.

Healthcare
407
+ 3.26%
$144.41 - $170.3 $58.8K - $69.3K
12.9K $2.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
196
+ 2.46%
$421.16 - $509.5 $82.5K - $99.9K
8.15K $3.63M
UNH
Unitedhealth Group Inc

Healthcare
1.26K
+ 12.21%
$274.35 - $599.47 $346K - $755K
11.6K $3.61M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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