Peloton Wealth Strategists Purchases in Q4 2024

Peloton Wealth Strategists

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.13K
+ 17.83%
$260.53 - $404.79 $555K - $862K
14.1K $5.38M
TGT
Target Corp

Consumer Defensive
14.2K
New
$121.59 - $160.69 $1.73M - $2.28M
14.2K $1.92M
AMZN
Amazon Com Inc

Consumer Cyclical
1.4K
+ 3.46%
$180.88 - $232.93 $253K - $326K
41.9K $9.18M
CRM
Salesforce, Inc.

Technology
78
+ 0.31%
$270.87 - $367.87 $21.1K - $28.7K
24.9K $8.33M
NBIX
Neurocrine Biosciences Inc

Healthcare
10.6K
+ 301.56%
$111.62 - $139.44 $1.18M - $1.48M
14.1K $1.93M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.86K
+ 177.43%
$396.64 - $516.74 $1.53M - $1.99M
6.03K $2.43M
FCX
Freeport Mcmoran Inc

Basic Materials
30.1K
New
$38.08 - $50.82 $1.15M - $1.53M
30.1K $1.15M
COF
Capital One Financial Corp

Financial Services
5.43K
+ 104.52%
$145.19 - $192.01 $788K - $1.04M
10.6K $1.89M
IBDV
Ishares Tr

Technology
43.2K
+ 22.28%
$21.24 - $22.15 $918K - $957K
237K $5.06M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
33.5K
+ 12.28%
$22.71 - $23.47 $761K - $786K
306K $6.99M
HON
Honeywell International Inc

Industrials
1.24K
+ 9.56%
$202.84 - $236.0 $252K - $293K
14.2K $3.21M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
27.2K
+ 9.32%
$24.82 - $25.48 $675K - $693K
319K $7.95M
INTU
Intuit Inc

Technology
738
+ 20.16%
$602.01 - $706.25 $444K - $521K
4.4K $2.76M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.5K
+ 5.46%
N/A
280K $6.65M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
22.3K
+ 15.1%
$20.28 - $21.2 $452K - $473K
170K $3.46M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
18K
+ 6.16%
$23.88 - $24.32 $430K - $438K
310K $7.43M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12K
+ 4.22%
$25.0 - $25.11 $300K - $301K
296K $7.42M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.4K
+ 2.21%
$55.73 - $66.16 $78K - $92.6K
64.7K $3.9M
JCI
Johnson Controls International PLC

Industrials
3.1K
New
$74.23 - $86.6 $230K - $268K
3.1K $244K
COST
Costco Wholesale Corp

Consumer Defensive
148
+ 4.2%
$873.59 - $994.69 $129K - $147K
3.67K $3.36M
IDXX
Idexx Laboratories Inc

Healthcare
560
New
$406.92 - $495.42 $228K - $277K
560 $231K
HNRG
Hallador Energy CO

Energy
19K
New
$8.9 - $13.49 $169K - $256K
19K $217K
FANG
Diamondback Energy, Inc.

Energy
1.48K
+ 48.05%
$153.06 - $199.5 $226K - $294K
4.55K $744K
VEEV
Veeva Systems Inc

Healthcare
933
+ 14.21%
$201.81 - $250.45 $188K - $234K
7.5K $1.58M
ONON
On Holding Ag

Consumer Cyclical
100
+ 0.26%
$46.3 - $59.54 $4.63K - $5.95K
38.6K $2.11M
FTNT
Fortinet, Inc.

Technology
1.16K
+ 37.56%
$76.49 - $99.21 $88.3K - $115K
4.23K $399K
RE
Everest Re Group LTD

Financial Services
420
+ 39.62%
N/A
1.48K $548K
MNST
Monster Beverage Corp

Consumer Defensive
2.55K
+ 6.09%
$49.24 - $56.38 $126K - $144K
44.4K $2.33M
TREX
Trex CO Inc

Industrials
725
+ 1.89%
$62.94 - $79.88 $45.6K - $57.9K
39.1K $2.7M
NVDA
Nvidia Corp

Technology
530
+ 9.9%
$117.0 - $148.88 $62K - $78.9K
5.89K $790K
USB
Us Bancorp \De\

Financial Services
1.35K
+ 5.02%
$43.98 - $53.66 $59.4K - $72.4K
28.2K $1.35M
AAPL
Apple Inc.

Technology
248
+ 10.51%
$221.69 - $259.02 $55K - $64.2K
2.61K $652K
KEYS
Keysight Technologies, Inc.

Technology
350
+ 7.22%
$149.01 - $172.53 $52.2K - $60.4K
5.2K $834K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4K
+ 9.76%
$24.5 - $25.72 $98K - $103K
45K $1.11M
TECH
Bio Techne Corp

Healthcare
1.01K
+ 21.49%
$66.37 - $78.17 $67K - $79K
5.71K $411K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
810
+ 7.13%
$51.54 - $52.55 $41.7K - $42.6K
12.2K $629K
IBMO
Ishares Tr Ibonds December 202

ETFs
800
+ 7.84%
$25.4 - $25.62 $20.3K - $20.5K
11K $280K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.13%
$567.81 - $607.81 $568 - $608
766 $448K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
100
+ 3.25%
$113.92 - $127.38 $11.4K - $12.7K
3.17K $365K
Hewlett Packard Enterprise CO 7.625 Mand Conv
12.6K
New
N/A
12.6K $0
Fidelity Wise Origin Bitcoin Fund
355
+ 6.28%
N/A
6.01K $0
Rb Global Inc Com
2.85K
New
N/A
2.85K $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
60
+ 1.64%
$60.13 - $67.31 $3.61K - $4.04K
3.71K $225K
IWS
Ishares Russell Midcap Value E

ETFs
123
+ 0.91%
$128.08 - $140.32 $15.8K - $17.3K
13.6K $1.76M
IWD
Ishares Russell 1000 Val ETF

ETFs
77
+ 0.83%
$183.23 - $199.79 $14.1K - $15.4K
9.37K $1.73M
SNPS
Synopsys Inc

Technology
47
+ 1.63%
$485.36 - $588.0 $22.8K - $27.6K
2.93K $1.42M
MDT
Medtronic PLC

Healthcare
200
+ 1.88%
$79.61 - $92.24 $15.9K - $18.4K
10.8K $864K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
500
+ 0.58%
$35.21 - $44.8 $17.6K - $22.4K
86.8K $3.34M
DHR
Danaher Corp

Healthcare
190
+ 3.45%
$226.16 - $274.52 $43K - $52.2K
5.7K $1.31M
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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