Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $239 Million
  • Q2 2024

Peloton Wealth Strategists has filed its 13F form on August 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $239 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $8.33M, Mastercard Inc with a value of $7.88M, Microsoft Corp with a value of $7.82M, Jpmorgan Chase & CO with a value of $7.75M, and Thermo Fisher Scientific Inc. with a value of $7.41M.

Examining the 13F form we can see an decrease of $3.18M in the current position value, from $242M to 239M.

Peloton Wealth Strategists is based out at Indianapolis, IN

Below you can find more details about Peloton Wealth Strategists portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
ETFs: $54.1 Million
Technology: $38.7 Million
Healthcare: $36 Million
Consumer Cyclical: $29.1 Million
Financial Services: $26.2 Million
Industrials: $23.6 Million
Consumer Defensive: $8.96 Million
Communication Services: $8.33 Million
Other: $7.47 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.81B
$916,000 0.38% of portfolio
1,248
Q1 2024 Added 457.14%
$35B
$839,000 0.35% of portfolio
4,385
Q2 2024 Reduced 18.19%
$11.1B
$777,000 0.33% of portfolio
8,140
Q2 2024 Added 22.13%
$4.9B
$743,000 0.31% of portfolio
6,820
Q2 2024 Added 3.02%
$303B
$685,000 0.29% of portfolio
5,550
Q2 2024 Added 885.79%
$28.4B
$635,000 0.27% of portfolio
4,645
Q2 2024 Reduced 5.11%
$30.7B
$540,000 0.23% of portfolio
2,700
Q4 2023 New
$77.4B
$533,000 0.22% of portfolio
897
Q2 2024 Added 17.1%
$350M
$524,000 0.22% of portfolio
25,000
Q3 2023 New
$3.74T
$496,000 0.21% of portfolio
2,359
Q2 2024 Reduced 10.95%
$70.6B
$357,000 0.15% of portfolio
4,000
Q4 2023 Reduced 7.56%
$3.13B
$329,000 0.14% of portfolio
4,600
Q2 2024 Added 53.33%
$6.19B
$319,000 0.13% of portfolio
1,163
Q2 2024 Reduced 20.51%
$175B
$276,000 0.12% of portfolio
421
Q2 2024 Added 3.44%
$14.5B
$265,000 0.11% of portfolio
715
Q2 2024 New
$119B
$269,000 0.11% of portfolio
575
Q2 2024 New
$410B
$234,000 0.1% of portfolio
1,419
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $239 Million
  • Prior Value $242 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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