Peloton Wealth Strategists Purchases in Q1 2025

Peloton Wealth Strategists

  • $233 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
31.8K
New
$63.17 - $81.49 $2.01M - $2.59M
31.8K $2.32M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
28.1K
+ 756.15%
$59.28 - $66.1 $1.66M - $1.86M
31.8K $2.02M
FCX
Freeport Mcmoran Inc

Basic Materials
44.8K
+ 148.96%
$34.5 - $43.01 $1.55M - $1.93M
74.9K $2.83M
IWN
Ishares Russell2000 Val ETF

ETFs
10.4K
New
$149.27 - $169.4 $1.56M - $1.77M
10.4K $1.58M
C
Citigroup Inc

Financial Services
21.3K
New
$67.23 - $84.63 $1.43M - $1.8M
21.3K $1.51M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.92K
+ 31.82%
$402.49 - $513.76 $773K - $986K
7.95K $3.86M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
43.5K
+ 13.64%
$24.79 - $25.26 $1.08M - $1.1M
363K $9.16M
NVO
Novo Nordisk A S

Healthcare
12.7K
New
$69.3 - $90.95 $879K - $1.15M
12.7K $880K
IBDV
Ishares Tr

Technology
36.4K
+ 15.35%
$21.11 - $21.73 $768K - $791K
274K $5.94M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
32.6K
+ 10.64%
$22.61 - $23.14 $737K - $754K
339K $7.84M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.3K
+ 9.46%
$23.9 - $24.18 $701K - $709K
339K $8.21M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
29.4K
+ 17.26%
$20.1 - $20.8 $590K - $610K
199K $4.14M
AMGN
Amgen Inc

Healthcare
200
+ 1.77%
$258.59 - $327.36 $51.7K - $65.5K
11.5K $3.58M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
7.6K
New
$62.41 - $133.91 $474K - $1.02M
7.6K $477K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.8K
+ 6.37%
N/A
298K $7.07M
ZTS
Zoetis Inc.

Healthcare
2K
+ 19.05%
$156.48 - $175.67 $313K - $351K
12.5K $2.06M
SLB
Schlumberger Limited

Energy
7.75K
New
$38.4 - $43.74 $298K - $339K
7.75K $323K
VEEV
Veeva Systems Inc

Healthcare
647
+ 8.63%
$210.58 - $246.8 $136K - $160K
8.15K $1.89M
MDT
Medtronic PLC

Healthcare
1.81K
+ 16.73%
$79.84 - $94.5 $145K - $171K
12.6K $1.13M
UNH
Unitedhealth Group Inc

Healthcare
147
+ 1.45%
$461.52 - $548.18 $67.8K - $80.6K
10.3K $5.41M
CVX
Chevron Corp

Energy
1.39K
New
$146.71 - $167.97 $204K - $233K
1.39K $232K
ADBE
Adobe Inc.

Technology
1.24K
+ 29.64%
$377.84 - $464.11 $467K - $573K
5.4K $2.07M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
7.5K
+ 16.67%
$24.21 - $25.09 $182K - $188K
52.5K $1.31M
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 0.87%
$890.62 - $1076.86 $28.5K - $34.5K
3.7K $3.5M
JCI
Johnson Controls International PLC

Industrials
1.5K
+ 48.39%
$76.12 - $90.6 $114K - $136K
4.6K $368K
SPGI
S&P Global Inc.

Financial Services
127
+ 2.97%
$478.26 - $543.77 $60.7K - $69.1K
4.4K $2.24M
COF
Capital One Financial Corp

Financial Services
500
+ 4.71%
$163.87 - $209.82 $81.9K - $105K
11.1K $1.99M
LLY
Eli Lilly & CO

Healthcare
44
+ 4.12%
$725.72 - $929.72 $31.9K - $40.9K
1.11K $917K
RE
Everest Re Group LTD

Financial Services
183
+ 12.36%
N/A
1.66K $616K
TGT
Target Corp

Consumer Defensive
4.74K
+ 33.37%
$103.65 - $142.5 $491K - $675K
18.9K $1.98M
FTNT
Fortinet, Inc.

Technology
100
+ 2.36%
$92.49 - $114.57 $9.25K - $11.5K
4.33K $416K
Hewlett Packard Enterprise CO 7.625 Mand Conv
13.8K
+ 109.76%
N/A
26.3K $0
Fidelity Wise Origin Bitcoin Fund
1.31K
+ 21.85%
N/A
7.32K $0
IWS
Ishares Russell Midcap Value E

ETFs
314
+ 2.31%
$122.59 - $135.24 $38.5K - $42.5K
13.9K $1.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
125
+ 3.94%
$102.49 - $119.96 $12.8K - $15K
3.3K $344K
INTU
Intuit Inc

Technology
15
+ 0.34%
$555.63 - $630.23 $8.33K - $9.45K
4.41K $2.71M
SNPS
Synopsys Inc

Technology
225
+ 7.68%
$428.58 - $551.54 $96.4K - $124K
3.15K $1.35M
USB
Us Bancorp \De\

Financial Services
400
+ 1.42%
$40.92 - $50.9 $16.4K - $20.4K
28.6K $1.21M
NVDA
Nvidia Corp

Technology
42
+ 0.71%
$106.98 - $149.43 $4.49K - $6.28K
5.93K $642K
NBIX
Neurocrine Biosciences Inc

Healthcare
875
+ 6.2%
$107.22 - $153.29 $93.8K - $134K
15K $1.66M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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