Peloton Wealth Strategists has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $242 Million distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $9.18M, Alphabet Inc. with a value of $8.93M, Mastercard Inc with a value of $8.82M, Salesforce, Inc. with a value of $8.33M, and Jpmorgan Chase & CO with a value of $8.23M.
Examining the 13F form we can see an decrease of $4.63M in the current position value, from $246M 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.
Portfolio value
$242 Million
ETFs: $49.3 Million
Technology: $35.2 Million
Healthcare: $34.4 Million
Consumer Cyclical: $32.4 Million
Financial Services: $31.2 Million
Industrials: $24.8 Million
Consumer Defensive: $11 Million
Communication Services: $8.93 Million
Other: $6.19 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
