Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $242 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.13B
$3.34 Million 1.38% of portfolio
86,775
Q4 2024 Added 0.58%
$7.74B
$2.7 Million 1.12% of portfolio
39,105
Q4 2024 Added 1.89%
$9.07B
$1.62 Million 0.67% of portfolio
10,435
Q4 2024 Reduced 6.62%
$2.86B
$411,000 0.17% of portfolio
5,710
Q4 2024 Added 21.49%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $242 Million
  • Prior Value $246 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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