Peloton Wealth Strategists Portfolio Holdings
Peloton Wealth Strategists
- $242 Million
- Q2 2025
Peloton Wealth Strategists has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 89 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 $9.23M, Amazon Com Inc with a value of $8.91M, Mastercard Inc with a value of $8.75M, Ishares Tr Ibonds Dec 2027 Ter with a value of $8.24M, and Microsoft Corp with a value of $8.12M.
Examining the 13F form we can see an increase of $9.07M in the current position value, from $233M 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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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