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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.9B
$1.66 Million 0.71% of portfolio
14,990
Q1 2025 Added 6.2%
$221B
$1.67 Million 0.71% of portfolio
5,335
Q1 2025 Reduced 1.39%
$0
$1.58 Million 0.68% of portfolio
10,449
Q1 2025 New
$151B
$1.51 Million 0.65% of portfolio
21,300
Q1 2025 New
$202B
$1.38 Million 0.59% of portfolio
4,433
Q3 2024 Reduced 3.27%
$77.1B
$1.35 Million 0.58% of portfolio
3,153
Q1 2025 Added 7.68%
$0
$1.31 Million 0.56% of portfolio
52,500
Q1 2025 Added 16.67%
$67.2B
$1.21 Million 0.52% of portfolio
28,625
Q1 2025 Added 1.42%
$15.9B
$1.18 Million 0.5% of portfolio
26,810
Q1 2025 Reduced 30.47%
$13.7B
$1.18 Million 0.5% of portfolio
31,830
Q1 2025 Reduced 29.0%
$117B
$1.13 Million 0.49% of portfolio
12,630
Q1 2025 Added 16.73%
$8.48B
$1.14 Million 0.49% of portfolio
863
Q1 2025 Reduced 20.83%
$147B
$1.14 Million 0.49% of portfolio
5,581
Q1 2025 Reduced 2.02%
$43.8B
$1.06 Million 0.45% of portfolio
2,513
Q1 2025 Added 348.75%
$767B
$917,000 0.39% of portfolio
1,111
Q1 2025 Added 4.12%
$179B
$880,000 0.38% of portfolio
12,680
Q1 2025 New
$29.3B
$770,000 0.33% of portfolio
5,145
Q1 2025 Reduced 0.96%
$25.9B
$706,000 0.3% of portfolio
4,420
Q1 2025 Reduced 2.75%
$359B
$642,000 0.28% of portfolio
5,927
Q1 2025 Added 0.71%
$0
$621,000 0.27% of portfolio
11,860
Q1 2025 Reduced 2.52%
$14.5B
$616,000 0.26% of portfolio
1,663
Q1 2025 Added 12.36%
$3.26T
$579,000 0.25% of portfolio
2,607
Q4 2024 Added 10.51%
$0
$548,000 0.24% of portfolio
20,500
Q4 2024 Reduced 18.0%
$6.11B
$477,000 0.2% of portfolio
7,602
Q1 2025 New
$64.6B
$444,000 0.19% of portfolio
4,000
Q4 2023 Reduced 7.56%
$0
$412,000 0.18% of portfolio
738
Q1 2025 Reduced 3.66%
$80.1B
$416,000 0.18% of portfolio
4,330
Q1 2025 Added 2.36%
$70.9B
$368,000 0.16% of portfolio
4,600
Q1 2025 Added 48.39%
$0
$344,000 0.15% of portfolio
3,299
Q1 2025 Added 3.94%
$50.4B
$323,000 0.14% of portfolio
7,750
Q1 2025 New
$0
$328,000 0.14% of portfolio
13,000
Q3 2024 Added 8.33%
$2.02B
$334,000 0.14% of portfolio
5,710
Q4 2024 Added 21.49%
$0
$281,000 0.12% of portfolio
11,000
Q4 2024 Added 7.84%
$1.36B
$249,000 0.11% of portfolio
6,735
Q2 2024 Reduced 5.47%
$0
$252,000 0.11% of portfolio
10,000
Q2 2022 Reduced 16.67%
$570M
$233,000 0.1% of portfolio
19,000
Q4 2024 New
$281B
$232,000 0.1% of portfolio
1,390
Q1 2025 New
$135M
$80,000 0.03% of portfolio
25,000
Q3 2023 New
Fidelity Wise Origin Bitcoin Fund
-
$0 0.0% of portfolio
-
Q1 2025 Added 21.85%
Hewlett Packard Enterprise CO 7.625 Mand Conv
-
$0 0.0% of portfolio
-
Q1 2025 Added 109.76%
Bank America Corp 7.25 Cnv Pfd L
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.59%

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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