Peloton Wealth Strategists Reduced Holdings in Q3 2024

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-5.84K
- 30.51%
$309.38 - $337.38 $1.81M - $1.97M
13.3K $4.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.78K
- 7.02%
$49.83 - $62.75 $238K - $300K
63.3K $3.65M
MSFT
Microsoft Corp

Technology
-547
- 3.13%
$395.15 - $467.56 $216K - $256K
17K $7.29M
SWKS
Skyworks Solutions, Inc.

Technology
-3.69K
- 23.07%
$96.22 - $120.68 $355K - $445K
12.3K $1.22M
HON
Honeywell International Inc

Industrials
-1.37K
- 9.52%
$196.73 - $220.21 $269K - $301K
13K $2.68M
OEF
Ishares S&P 100 ETF

ETFs
-889
- 6.25%
$266.03 - $266.03 $237K - $237K
13.3K $3.55M
UPS
United Parcel Service Inc

Industrials
-1.43K
- 5.89%
$123.32 - $147.38 $176K - $211K
22.8K $3.11M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-8.5K
- 3.87%
$25.04 - $25.21 $213K - $214K
211K $5.32M
ALB
Albemarle Corp

Basic Materials
-1.6K
- 19.66%
$72.85 - $100.09 $117K - $160K
6.54K $619K
PEP
Pepsico Inc

Consumer Defensive
-1.53K
- 6.27%
$161.9 - $179.3 $248K - $274K
22.9K $3.89M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.67K
- 31.37%
$60.13 - $68.17 $100K - $114K
3.65K $247K
LLY
Eli Lilly & CO

Healthcare
-49
- 3.59%
$772.14 - $960.02 $37.8K - $47K
1.32K $1.17M
IBHD
Ishares Ibonds 2024 Term High

ETFs
-2.48K
- 2.35%
$23.11 - $23.29 $57.2K - $57.6K
103K $2.4M
JPM
Jpmorgan Chase & CO

Financial Services
-1.77K
- 4.62%
$194.9 - $224.8 $346K - $399K
36.6K $7.71M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.05K
- 0.39%
$23.75 - $23.75 $24.9K - $24.9K
265K $6.31M
GRMN
Garmin LTD

Technology
-1.73K
- 8.53%
$161.1 - $183.29 $278K - $316K
18.5K $3.25M
NVDA
Nvidia Corp

Technology
-195
- 3.51%
$98.91 - $134.91 $19.3K - $26.3K
5.36K $650K
Bk Of America Corp 7.25 Cnv Pfd L
-50
- 1.41%
N/A
3.5K $0
MDT
Medtronic PLC

Healthcare
-1.32K
- 11.02%
$76.84 - $91.03 $101K - $120K
10.6K $956K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-60
- 1.91%
$105.53 - $118.34 $6.33K - $7.1K
3.07K $359K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-6.11K
- 2.05%
$23.63 - $24.42 $144K - $149K
292K $7.12M
DHR
Danaher Corp

Healthcare
-258
- 4.48%
$239.25 - $280.76 $61.7K - $72.4K
5.51K $1.53M
JNJ
Johnson & Johnson

Healthcare
-942
- 5.62%
$145.48 - $167.38 $137K - $158K
15.8K $2.56M
USB
Us Bancorp \De\

Financial Services
-700
- 2.54%
$39.04 - $47.23 $27.3K - $33.1K
26.9K $1.23M
EXEL
Exelixis, Inc.

Healthcare
-1.2K
- 2.51%
$21.96 - $27.6 $26.4K - $33.1K
46.6K $1.21M
ZTS
Zoetis Inc.

Healthcare
-254
- 2.49%
$172.58 - $196.48 $43.8K - $49.9K
9.95K $1.94M
ACN
Accenture PLC

Technology
-150
- 3.27%
$295.44 - $355.81 $44.3K - $53.4K
4.43K $1.57M
RMD
Resmed Inc

Healthcare
-200
- 4.56%
$186.94 - $252.92 $37.4K - $50.6K
4.19K $1.02M
ABBV
Abb Vie Inc.

Healthcare
-2.29K
- 9.25%
$163.84 - $199.33 $374K - $455K
22.4K $4.43M
TFC
Truist Financial Corp

Financial Services
-1.49K
- 2.19%
$38.22 - $44.94 $57.1K - $67.1K
66.7K $2.85M
GS
Goldman Sachs Group Inc

Financial Services
-310
- 3.54%
$459.02 - $510.25 $142K - $158K
8.46K $4.19M
SBUX
Starbucks Corp

Consumer Cyclical
-4.4K
- 13.0%
$72.51 - $98.6 $319K - $434K
29.5K $2.87M
GNRC
Generac Holdings Inc.

Industrials
-300
- 2.61%
$133.16 - $159.78 $39.9K - $47.9K
11.2K $1.78M
RTX
Raytheon Technologies Corp

Industrials
-6.93K
- 12.87%
$99.55 - $123.34 $690K - $855K
46.9K $5.68M
SPGI
S&P Global Inc.

Financial Services
-50
- 1.16%
$446.32 - $527.38 $22.3K - $26.4K
4.27K $2.21M
ONON
On Holding Ag

Consumer Cyclical
-1K
- 2.53%
$36.63 - $51.57 $36.6K - $51.6K
38.5K $1.93M
CMI
Cummins Inc

Industrials
-635
- 4.65%
$266.63 - $326.4 $169K - $207K
13K $4.21M
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 0.65%
$333.64 - $405.2 $17K - $20.7K
7.8K $3.16M
MA
Mastercard Inc

Financial Services
-951
- 5.32%
$429.6 - $500.99 $409K - $476K
16.9K $8.35M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.6K
- 4.42%
$80.23 - $103.29 $128K - $165K
34.6K $3.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-401
- 2.99%
$531.86 - $624.21 $213K - $250K
13K $8.04M
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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