Peloton Wealth Strategists Reduced Holdings in Q2 2024

Peloton Wealth Strategists

  • $239 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-615
- 2.59%
$218.01 - $304.74 $134K - $187K
23.1K $5.95M
TREX
Trex CO Inc

Industrials
-1.13K
- 2.94%
$74.12 - $97.97 $83.4K - $110K
37.1K $2.75M
MA
Mastercard Inc

Financial Services
-182
- 1.01%
$441.1 - $479.43 $80.3K - $87.3K
17.9K $7.88M
BOX
Box Inc

Technology
-19.3K
- 12.38%
$25.04 - $28.54 $482K - $549K
136K $3.6M
ALGN
Align Technology Inc

Healthcare
-230
- 4.22%
$235.23 - $330.25 $54.1K - $76K
5.22K $1.26M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-200
- 1.47%
$541.52 - $599.02 $108K - $120K
13.4K $7.41M
SBUX
Starbucks Corp

Consumer Cyclical
-300
- 0.88%
$72.5 - $91.53 $21.8K - $27.5K
33.9K $2.64M
MNST
Monster Beverage Corp

Consumer Defensive
-1.9K
- 5.27%
$48.03 - $57.74 $91.3K - $110K
34.1K $1.7M
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.14%
$325.1 - $368.03 $3.58K - $4.05K
7.85K $2.7M
UPS
United Parcel Service Inc

Industrials
-85
- 0.35%
$134.2 - $152.27 $11.4K - $12.9K
24.3K $3.32M
ABBV
Abb Vie Inc.

Healthcare
-135
- 0.54%
$154.79 - $180.76 $20.9K - $24.4K
24.7K $4.24M
PEP
Pepsico Inc

Consumer Defensive
-107
- 0.44%
$163.33 - $183.11 $17.5K - $19.6K
24.4K $4.03M
RMD
Resmed Inc

Healthcare
-975
- 18.19%
$173.83 - $220.63 $169K - $215K
4.39K $839K
IBM
International Business Machines Corp

Technology
-13
- 0.11%
$164.43 - $190.9 $2.14K - $2.48K
11.8K $2.03M
DVN
Devon Energy Corp

Energy
-2.58K
- 8.66%
$45.56 - $54.51 $118K - $141K
27.2K $1.29M
KEYS
Keysight Technologies, Inc.

Technology
-250
- 5.11%
$135.22 - $160.14 $33.8K - $40K
4.65K $635K
SWKS
Skyworks Solutions, Inc.

Technology
-850
- 5.05%
$89.72 - $107.86 $76.3K - $91.7K
16K $1.7M
GRMN
Garmin LTD

Technology
-2.7K
- 11.78%
$139.52 - $170.94 $377K - $462K
20.2K $3.29M
EMR
Emerson Electric CO

Industrials
-120
- 0.38%
$105.97 - $115.59 $12.7K - $13.9K
31.6K $3.49M
CSCO
Cisco Systems, Inc.

Technology
-250
- 0.58%
$45.52 - $50.04 $11.4K - $12.5K
42.6K $2.02M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-1.6K
- 1.83%
$34.39 - $43.75 $55K - $70K
85.9K $3.28M
IWS
Ishares Russell Midcap Value E

ETFs
-245
- 1.83%
$117.31 - $125.13 $28.7K - $30.7K
13.2K $1.59M
EXEL
Exelixis, Inc.

Healthcare
-1K
- 2.05%
$20.34 - $23.73 $20.3K - $23.7K
47.8K $1.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
-196
- 2.09%
$169.4 - $179.05 $33.2K - $35.1K
9.2K $1.61M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-737
- 0.96%
$18.53 - $20.2 $13.7K - $14.9K
76.1K $1.52M
MBIN
Merchants Bancorp

Financial Services
-390
- 5.47%
$37.63 - $47.61 $14.7K - $18.6K
6.74K $273K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-645
- 5.75%
$50.64 - $51.3 $32.7K - $33.1K
10.6K $541K
IBHD
Ishares Ibonds 2024 Term High

ETFs
-500
- 0.47%
$23.14 - $23.28 $11.6K - $11.6K
105K $2.45M
GNRC
Generac Holdings Inc.

Industrials
-700
- 5.75%
$127.41 - $154.23 $89.2K - $108K
11.5K $1.52M
VMI
Valmont Industries Inc

Industrials
-300
- 20.51%
$204.8 - $276.46 $61.4K - $82.9K
1.16K $319K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-1K
- 0.45%
$24.98 - $25.13 $25K - $25.1K
220K $5.52M
SPGI
S&P Global Inc.

Financial Services
-133
- 2.98%
$408.56 - $448.91 $54.3K - $59.7K
4.32K $1.93M
AAPL
Apple Inc.

Technology
-290
- 10.95%
$165.0 - $216.67 $47.9K - $62.8K
2.36K $496K
UNH
Unitedhealth Group Inc

Healthcare
-210
- 2.0%
$439.2 - $524.63 $92.2K - $110K
10.3K $5.24M
JPM
Jpmorgan Chase & CO

Financial Services
-77
- 0.2%
$180.08 - $204.79 $13.9K - $15.8K
38.3K $7.75M
BBY
Best Buy CO Inc

Consumer Cyclical
-200
- 0.55%
$69.63 - $93.63 $13.9K - $18.7K
36.2K $3.05M
ONON
On Holding Ag

Consumer Cyclical
-325
- 0.82%
$30.4 - $43.79 $9.88K - $14.2K
39.5K $1.53M
RTX
Raytheon Technologies Corp

Industrials
-150
- 0.28%
$97.55 - $108.44 $14.6K - $16.3K
53.9K $5.41M
OEF
Ishares S&P 100 ETF

ETFs
-287
- 1.98%
$234.68 - $265.99 $67.4K - $76.3K
14.2K $3.76M
AMZN
Amazon Com Inc

Consumer Cyclical
-406
- 1.06%
$173.67 - $197.85 $70.5K - $80.3K
38K $7.34M
AMGN
Amgen Inc

Healthcare
-280
- 1.44%
$262.75 - $319.31 $73.6K - $89.4K
19.1K $5.98M
AMAT
Applied Materials Inc

Technology
-855
- 3.18%
$189.46 - $247.83 $162K - $212K
26K $6.14M
GOOGL
Alphabet Inc.

Communication Services
-1.11K
- 2.37%
$150.53 - $185.41 $167K - $206K
45.8K $8.33M
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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