Peloton Wealth Strategists Portfolio Holdings by Sector
Peloton Wealth Strategists
- $239 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IBDS IBDQ IBDT IBDR IBDU IBDP OEF IBHD 21 stocks |
$54,097
23.27% of portfolio
|
  9  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT BOX ADBE SNPS 4 stocks |
$14,040
6.04% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN ABBV JNJ LLY 4 stocks |
$13,901
5.98% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$8,848
3.81% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
CMI EMR GNRC 3 stocks |
$8,786
3.78% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
CMG SBUX MCD 3 stocks |
$8,367
3.6% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$8,333
3.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$7,880
3.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$7,753
3.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$7,338
3.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM INTU 2 stocks |
$6,223
2.68% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$6,136
2.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP MNST 2 stocks |
$5,730
2.47% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$5,406
2.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$5,236
2.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
LYB ALB 2 stocks |
$4,720
2.03% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
TFC USB MBIN 3 stocks |
$4,017
1.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$3,965
1.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN KEYS 2 stocks |
$3,928
1.69% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBY FIVE 2 stocks |
$3,792
1.63% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$3,422
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON VMI 2 stocks |
$3,381
1.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$3,322
1.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
YETI 1 stocks |
$3,278
1.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$2,994
1.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TREX 1 stocks |
$2,750
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN TPL FANG 3 stocks |
$2,745
1.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,700
1.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
SWKS NVDA 2 stocks |
$2,389
1.03% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ALGN MDT 2 stocks |
$2,198
0.95% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
EXEL FDMT TECH VRTX 4 stocks |
$2,196
0.94% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$2,117
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,022
0.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,928
0.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$1,768
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
ONON 1 stocks |
$1,531
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$1,005
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
RMD 1 stocks |
$839
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$496
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$357
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$265
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$234
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|