Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $242 Million
  • Q4 2024

Peloton Wealth Strategists has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $242 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $9.18M, Alphabet Inc. with a value of $8.93M, Mastercard Inc with a value of $8.82M, Salesforce, Inc. with a value of $8.33M, and Jpmorgan Chase & CO with a value of $8.23M.

Examining the 13F form we can see an decrease of $4.63M in the current position value, from $246M 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.

Portfolio value $242 Million
ETFs: $49.3 Million
Technology: $35.2 Million
Healthcare: $34.4 Million
Consumer Cyclical: $32.4 Million
Financial Services: $31.2 Million
Industrials: $24.8 Million
Consumer Defensive: $11 Million
Communication Services: $8.93 Million
Other: $6.19 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.76T
$9.18 Million 3.8% of portfolio
41,852
Q4 2024 Added 3.46%
$931B
$8.93 Million 3.69% of portfolio
47,174
Q4 2024 Reduced 1.2%
$493B
$8.82 Million 3.64% of portfolio
16,742
Q4 2024 Reduced 1.01%
$247B
$8.33 Million 3.44% of portfolio
24,905
Q4 2024 Added 0.31%
$680B
$8.23 Million 3.4% of portfolio
34,335
Q4 2024 Reduced 6.09%
$2.74T
$7.06 Million 2.92% of portfolio
16,757
Q4 2024 Reduced 1.15%
$167B
$6.71 Million 2.77% of portfolio
12,896
Q4 2024 Reduced 0.77%
$30.7B
$5.38 Million 2.23% of portfolio
14,075
Q4 2024 Added 17.83%
$189B
$5.31 Million 2.2% of portfolio
45,922
Q4 2024 Reduced 2.14%
$425B
$5.15 Million 2.13% of portfolio
10,173
Q4 2024 Reduced 1.12%
$174B
$4.77 Million 1.97% of portfolio
8,322
Q4 2024 Reduced 1.6%
$39.7B
$4.45 Million 1.84% of portfolio
12,778
Q4 2024 Reduced 1.93%
$118B
$4.45 Million 1.84% of portfolio
27,340
Q4 2024 Added 0.18%
$58.9B
$4.39 Million 1.82% of portfolio
35,460
Q4 2024 Added 0.37%
$306B
$3.98 Million 1.64% of portfolio
22,380
Q4 2024 Reduced 0.16%
$1.34B
$3.9 Million 1.61% of portfolio
64,675
Q4 2024 Added 2.21%
$440B
$3.36 Million 1.39% of portfolio
3,671
Q4 2024 Added 4.2%
$2.4B
$3.34 Million 1.38% of portfolio
86,775
Q4 2024 Added 0.58%
$132B
$3.21 Million 1.33% of portfolio
14,215
Q4 2024 Added 9.56%
$148B
$2.94 Million 1.22% of portfolio
11,278
Q4 2024 Reduced 15.22%
$14B
$2.92 Million 1.21% of portfolio
34,050
Q4 2024 Reduced 1.52%
$70.3B
$2.83 Million 1.17% of portfolio
22,406
Q4 2024 Reduced 1.93%
$47.6B
$2.79 Million 1.15% of portfolio
64,300
Q4 2024 Reduced 3.63%
$229B
$2.75 Million 1.14% of portfolio
46,375
Q4 2024 Reduced 2.93%
$165B
$2.76 Million 1.14% of portfolio
4,399
Q4 2024 Added 20.16%
$6.13B
$2.7 Million 1.12% of portfolio
39,105
Q4 2024 Added 1.89%
$126B
$2.43 Million 1.0% of portfolio
6,034
Q4 2024 Added 177.43%
$36.5B
$2.37 Million 0.98% of portfolio
11,490
Q4 2024 Reduced 37.86%
$30.8B
$2.33 Million 0.96% of portfolio
44,395
Q4 2024 Added 6.09%
$412B
$2.21 Million 0.91% of portfolio
15,257
Q4 2024 Reduced 3.48%
$96B
$2.17 Million 0.9% of portfolio
23,852
Q4 2024 Reduced 19.01%
$18.5B
$2.16 Million 0.89% of portfolio
29,100
Q4 2024 Reduced 27.11%
$151B
$2.13 Million 0.88% of portfolio
4,273
Q3 2024 Reduced 1.16%
$11.9B
$2.11 Million 0.87% of portfolio
38,560
Q4 2024 Added 0.26%
$9.7B
$1.93 Million 0.8% of portfolio
14,115
Q4 2024 Added 301.56%
$42.9B
$1.92 Million 0.79% of portfolio
14,190
Q4 2024 New
$62.5B
$1.89 Million 0.78% of portfolio
10,625
Q4 2024 Added 104.52%
$162B
$1.85 Million 0.77% of portfolio
4,167
Q4 2024 Added 1.83%
$363B
$1.84 Million 0.76% of portfolio
4,734
Q4 2024 Reduced 39.27%
$69.6B
$1.71 Million 0.71% of portfolio
10,497
Q4 2024 Added 5.53%
$7.13B
$1.62 Million 0.67% of portfolio
10,435
Q4 2024 Reduced 6.62%
$30.3B
$1.58 Million 0.65% of portfolio
7,498
Q4 2024 Added 14.21%
$229B
$1.57 Million 0.65% of portfolio
5,410
Q4 2024 Reduced 6.88%
$178B
$1.56 Million 0.64% of portfolio
4,433
Q3 2024 Reduced 3.27%
$11.6B
$1.49 Million 0.62% of portfolio
44,830
Q4 2024 Reduced 3.86%
$63.2B
$1.42 Million 0.59% of portfolio
2,928
Q4 2024 Added 1.63%
$56.8B
$1.35 Million 0.56% of portfolio
28,225
Q4 2024 Added 5.02%
$136B
$1.31 Million 0.54% of portfolio
5,696
Q4 2024 Added 3.45%
$10B
$1.21 Million 0.5% of portfolio
1,090
Q4 2024 Reduced 14.24%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $242 Million
  • Prior Value $246 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Peloton Wealth Strategists Portfolio

Follow Peloton Wealth Strategists and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email