Peloton Wealth Strategists Portfolio Holdings
Peloton Wealth Strategists
- $242 Million
- Q1 2024
Peloton Wealth Strategists has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $242 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $8.69M, Thermo Fisher Scientific Inc. with a value of $7.9M, Jpmorgan Chase & CO with a value of $7.69M, Microsoft Corp with a value of $7.33M, and Salesforce, Inc. with a value of $7.15M.
Examining the 13F form we can see an increase of $15.3M in the current position value, from $227M to 242M.
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.