Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $233 Million
  • Q1 2025

Peloton Wealth Strategists has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2028 Ter with a value of $9.16M, Mastercard Inc with a value of $8.69M, Ishares Tr Ibonds Dec 2027 Ter with a value of $8.21M, Ishares Tr Ibonds Dec 2029 Ter with a value of $7.84M, and Amazon Com Inc with a value of $7.84M.

Examining the 13F form we can see an decrease of $8.77M in the current position value, from $242M to 233M.

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 $233 Million
ETFs: $52.5 Million
Healthcare: $36.9 Million
Technology: $31.3 Million
Financial Services: $29.6 Million
Consumer Cyclical: $26.4 Million
Industrials: $21.4 Million
Consumer Defensive: $11.7 Million
Communication Services: $7.03 Million
Other: $6.24 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 $233 Million
  • Prior Value $242 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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