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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email