Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024

Peloton Wealth Strategists has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $246 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastercard Inc with a value of $8.35M, Thermo Fisher Scientific Inc. with a value of $8.04M, Alphabet Inc. with a value of $7.92M, Jpmorgan Chase & CO with a value of $7.71M, and Amazon Com Inc with a value of $7.54M.

Examining the 13F form we can see an increase of $7.69M in the current position value, from $239M to 246M.

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 $246 Million
ETFs: $55.8 Million
Healthcare: $37.9 Million
Technology: $36.2 Million
Consumer Cyclical: $31.9 Million
Financial Services: $28.4 Million
Industrials: $24.3 Million
Consumer Defensive: $9.2 Million
Communication Services: $7.92 Million
Other: $7.35 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$3.65 Million 1.48% of portfolio
63,275
Q3 2024 Reduced 7.02%
$1.77B
$302,000 0.12% of portfolio
6,735
Q2 2024 Reduced 5.47%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $246 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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