Peloton Wealth Strategists Reduced Holdings in Q4 2024

Peloton Wealth Strategists

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
-10.8K
- 27.11%
$72.97 - $96.75 $790K - $1.05M
29.1K $2.16M
AMGN
Amgen Inc

Healthcare
-2.03K
- 15.22%
$258.78 - $328.31 $524K - $665K
11.3K $2.94M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 0.77%
$501.29 - $612.85 $50.1K - $61.3K
12.9K $6.71M
HD
Home Depot, Inc.

Consumer Cyclical
-3.06K
- 39.27%
$385.02 - $431.37 $1.18M - $1.32M
4.73K $1.84M
GRMN
Garmin LTD

Technology
-7K
- 37.86%
$161.91 - $220.77 $1.13M - $1.55M
11.5K $2.37M
UNH
Unitedhealth Group Inc

Healthcare
-115
- 1.12%
$485.52 - $625.25 $55.8K - $71.9K
10.2K $5.15M
SBUX
Starbucks Corp

Consumer Cyclical
-5.6K
- 19.01%
$87.44 - $102.5 $489K - $574K
23.9K $2.17M
BBY
Best Buy CO Inc

Consumer Cyclical
-525
- 1.52%
$85.2 - $101.35 $44.7K - $53.2K
34.1K $2.92M
PEP
Pepsico Inc

Consumer Defensive
-800
- 3.5%
$151.29 - $176.1 $121K - $141K
22.1K $3.36M
DVN
Devon Energy Corp

Energy
-9.99K
- 31.27%
$30.52 - $42.96 $305K - $429K
22K $718K
ABBV
Abb Vie Inc.

Healthcare
-35
- 0.16%
$164.99 - $203.87 $5.77K - $7.14K
22.4K $3.98M
RTX
Raytheon Technologies Corp

Industrials
-1K
- 2.14%
$114.45 - $127.21 $115K - $128K
45.9K $5.31M
JNJ
Johnson & Johnson

Healthcare
-550
- 3.48%
$143.34 - $165.86 $78.8K - $91.2K
15.3K $2.21M
LLY
Eli Lilly & CO

Healthcare
-250
- 18.98%
$727.2 - $932.06 $182K - $233K
1.07K $823K
UPS
United Parcel Service Inc

Industrials
-440
- 1.93%
$122.65 - $138.35 $54K - $60.9K
22.4K $2.83M
MSFT
Microsoft Corp

Technology
-195
- 1.15%
$406.35 - $454.46 $79.2K - $88.6K
16.8K $7.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-400
- 6.88%
$288.47 - $316.54 $115K - $127K
5.41K $1.57M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-684
- 0.86%
$20.55 - $23.26 $14.1K - $15.9K
79.3K $1.67M
GNRC
Generac Holdings Inc.

Industrials
-740
- 6.62%
$154.28 - $195.11 $114K - $144K
10.4K $1.62M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.5K
- 18.0%
$26.55 - $26.67 $119K - $120K
20.5K $545K
TFC
Truist Financial Corp

Financial Services
-2.42K
- 3.63%
$41.51 - $48.1 $101K - $117K
64.3K $2.79M
OEF
Ishares S&P 100 ETF

ETFs
-150
- 1.13%
N/A
13.2K $3.51M
Bk Of America Corp 7.25 Cnv Pfd L
-103
- 2.94%
N/A
3.4K $0
TPL
Texas Pacific Land Corp

Energy
-181
- 14.24%
$915.49 - $1730.0 $166K - $313K
1.09K $1.21M
CSCO
Cisco Systems, Inc.

Technology
-1.4K
- 2.93%
$52.45 - $60.02 $73.4K - $84K
46.4K $2.75M
CMI
Cummins Inc

Industrials
-252
- 1.93%
$324.93 - $383.42 $81.9K - $96.6K
12.8K $4.45M
EXEL
Exelixis, Inc.

Healthcare
-1.8K
- 3.86%
$25.39 - $36.46 $45.7K - $65.6K
44.8K $1.49M
MA
Mastercard Inc

Financial Services
-170
- 1.01%
$491.3 - $536.15 $83.5K - $91.1K
16.7K $8.82M
JPM
Jpmorgan Chase & CO

Financial Services
-2.23K
- 6.09%
$205.18 - $250.29 $457K - $558K
34.3K $8.23M
GS
Goldman Sachs Group Inc

Financial Services
-135
- 1.6%
$486.1 - $608.57 $65.6K - $82.2K
8.32K $4.77M
GOOGL
Alphabet Inc.

Communication Services
-573
- 1.2%
$161.86 - $196.66 $92.7K - $113K
47.2K $8.93M
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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