Peloton Wealth Strategists Purchases in Q2 2024

Peloton Wealth Strategists

  • $239 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
615
+ 19.6%
$439.02 - $555.54 $270K - $342K
3.75K $2.08M
MSFT
Microsoft Corp

Technology
71
+ 0.41%
$389.33 - $452.85 $27.6K - $32.2K
17.5K $7.82M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.08%
$389.49 - $470.41 $2.73K - $3.29K
8.77K $3.97M
LLY
Eli Lilly & CO

Healthcare
161
+ 13.36%
$724.87 - $909.04 $117K - $146K
1.37K $1.24M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
575
New
$392.81 - $485.53 $226K - $279K
575 $269K
RE
Everest Re Group LTD

Financial Services
715
New
N/A
715 $265K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.5K
+ 4.46%
$24.4 - $24.86 $281K - $286K
270K $6.68M
PG
Procter & Gamble CO

Consumer Defensive
1.42K
New
$155.33 - $168.56 $220K - $239K
1.42K $234K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
9K
+ 31.03%
$24.0 - $24.77 $216K - $223K
38K $933K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8K
+ 2.91%
$24.69 - $24.86 $198K - $199K
283K $7.03M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
9.5K
+ 3.72%
$22.29 - $22.77 $212K - $216K
265K $6.01M
NVDA
Nvidia Corp

Technology
4.99K
+ 885.79%
$118.11 - $1224.4 $589K - $6.11M
5.55K $685K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.25K
+ 2.84%
$23.48 - $23.77 $194K - $196K
298K $7.08M
IBDV
Ishares Tr

Technology
8.7K
+ 4.96%
$20.82 - $21.38 $181K - $186K
184K $3.92M
HON
Honeywell International Inc

Industrials
15
+ 0.1%
$190.36 - $215.89 $2.86K - $3.24K
14.3K $3.06M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
66.6K
+ 4675.44%
$62.41 - $3427.61 $4.16M - $228M
68.1K $4.26M
TECH
Bio Techne Corp

Healthcare
1.6K
+ 53.33%
$62.12 - $84.15 $99.4K - $135K
4.6K $329K
SNPS
Synopsys Inc

Technology
131
+ 17.1%
$510.71 - $620.31 $66.9K - $81.3K
897 $533K
ZTS
Zoetis Inc.

Healthcare
117
+ 1.16%
$145.54 - $178.83 $17K - $20.9K
10.2K $1.77M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.5K
+ 0.57%
$23.65 - $23.82 $35.5K - $35.7K
267K $6.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
315
+ 11.17%
$102.13 - $110.88 $32.2K - $34.9K
3.13K $334K
DHR
Danaher Corp

Healthcare
75
+ 1.32%
$235.51 - $267.98 $17.7K - $20.1K
5.76K $1.44M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
450
+ 9.23%
$60.46 - $64.81 $27.2K - $29.2K
5.32K $328K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.13%
$495.16 - $548.49 $495 - $548
746 $405K
INTU
Intuit Inc

Technology
14
+ 3.44%
$562.97 - $670.27 $7.88K - $9.38K
421 $276K
Bk Of America Corp 7.25 Cnv Pfd L
41
+ 1.17%
N/A
3.55K $0
TFC
Truist Financial Corp

Financial Services
117
+ 0.17%
$35.41 - $40.18 $4.14K - $4.7K
68.2K $2.65M
MDT
Medtronic PLC

Healthcare
75
+ 0.63%
$78.71 - $87.02 $5.9K - $6.53K
11.9K $939K
ALB
Albemarle Corp

Basic Materials
1.48K
+ 22.13%
$92.77 - $135.46 $137K - $200K
8.14K $777K
MCD
Mcdonalds Corp

Consumer Cyclical
143
+ 2.54%
$249.37 - $280.22 $35.7K - $40.1K
5.77K $1.47M
JNJ
Johnson & Johnson

Healthcare
496
+ 3.05%
$144.38 - $157.78 $71.6K - $78.3K
16.7K $2.45M
VEEV
Veeva Systems Inc

Healthcare
150
+ 2.81%
$171.41 - $230.39 $25.7K - $34.6K
5.5K $1.01M
CMI
Cummins Inc

Industrials
20
+ 0.15%
$266.48 - $302.86 $5.33K - $6.06K
13.7K $3.78M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
960
+ 15.66%
$295.25 - $385.2 $283K - $370K
7.09K $2.12M
FIVE
Five Below, Inc

Consumer Cyclical
200
+ 3.02%
$108.97 - $178.88 $21.8K - $35.8K
6.82K $743K
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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