Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024

Peloton Wealth Strategists has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $8.35M, Thermo Fisher Scientific Inc. with a value of $8.04M, Alphabet Inc. with a value of $7.92M, Jpmorgan Chase & CO with a value of $7.71M, and Amazon Com Inc with a value of $7.54M.

Examining the 13F form we can see an increase of $7.69M in the current position value, from $239M to 246M.

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 $246 Million
ETFs: $55.8 Million
Healthcare: $37.9 Million
Technology: $36.2 Million
Consumer Cyclical: $31.9 Million
Financial Services: $28.4 Million
Industrials: $24.3 Million
Consumer Defensive: $9.2 Million
Communication Services: $7.92 Million
Other: $7.35 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.6B
$1.02 Million 0.41% of portfolio
4,185
Q3 2024 Reduced 4.56%
$120B
$1.01 Million 0.41% of portfolio
2,175
Q3 2024 Added 278.26%
$114B
$956,000 0.39% of portfolio
10,620
Q3 2024 Reduced 11.02%
$73.5B
$777,000 0.32% of portfolio
5,195
Q3 2024 New
$30.7B
$769,000 0.31% of portfolio
4,845
Q3 2024 Added 4.31%
$4.93B
$646,000 0.26% of portfolio
7,320
Q3 2024 Added 7.33%
$341B
$650,000 0.26% of portfolio
5,355
Q3 2024 Reduced 3.51%
$12.5B
$619,000 0.25% of portfolio
6,540
Q3 2024 Reduced 19.66%
$3.78T
$549,000 0.22% of portfolio
2,359
Q2 2024 Reduced 10.95%
$31.3B
$529,000 0.21% of portfolio
3,070
Q3 2024 Added 13.7%
$72.1B
$447,000 0.18% of portfolio
4,000
Q4 2023 Reduced 7.56%
$14.5B
$392,000 0.16% of portfolio
1,060
Q3 2024 Added 48.25%
$12.2B
$404,000 0.16% of portfolio
3,515
Q3 2024 New
$7.48B
$373,000 0.15% of portfolio
1,288
Q3 2024 Added 10.75%
$2.94B
$375,000 0.15% of portfolio
4,700
Q3 2024 Added 2.17%
$1.79B
$302,000 0.12% of portfolio
6,735
Q2 2024 Reduced 5.47%
$76B
$238,000 0.1% of portfolio
3,075
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $246 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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