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 Market Cap. of $10 Billions to $200 Billions
