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Peloton Wealth Strategists13F | |
| Peloton Wealth Strategists | |
| Last update 2024-11-15 | 93 Stocks (4 new) |
| Value $252.00 Mil | Turnover 5 % |
| Portfolio Report | |
Peloton Wealth Strategists Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MA | Mastercard Inc | 16,912 | 8350.000 | -5.32% | 3.320 | -0.17% | 0.000 | +0.61% | -3.19% | 467194.350 | Credit Services | |
TMO | Thermo Fisher Scientific Inc | 12,996 | 8040.000 | -2.99% | 3.190 | -0.09% | 0.000 | -7.68% | +7.07% | 213048.823 | Medical Diagnostics & Research | |
GOOGL | Alphabet Inc | 47,747 | 7920.000 | +4.36% | 3.150 | +0.13% | 0.000 | +15.11% | +0.19% | 2329320.320 | Interactive Media | |
JPM | JPMorgan Chase & Co | 36,563 | 7710.000 | -4.62% | 3.060 | -0.15% | 0.000 | +12.31% | +3.77% | 696712.294 | Banks | |
AMZN | Amazon.com Inc | 40,452 | 7540.000 | +6.52% | 3.000 | +0.18% | 0.000 | +16.11% | -0.74% | 2289748.797 | Retail - Cyclical | |
IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 291,975 | 7450.000 | +8.34% | 2.960 | +0.23% | 0.320 | -0.71% | -0.36% | 2452.525 | ||
MSFT | Microsoft Corp | 16,952 | 7290.000 | -3.13% | 2.900 | -0.10% | 0.000 | -0.63% | -1.38% | 3090456.892 | Software | |
IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | 284,125 | 7130.000 | +0.47% | 2.830 | +0.01% | 0.250 | +1.14% | +0.12% | 3166.761 | ||
IBDS | iShares iBonds Dec 2027 Term Corporate ETF | 292,130 | 7120.000 | -2.05% | 2.830 | -0.06% | 0.270 | -0.06% | -0.17% | 2818.826 | ||
CRM | Salesforce Inc | 24,827 | 6800.000 | +7.33% | 2.700 | +0.18% | 0.000 | +11.06% | -3.23% | 309627.780 | Software |
Peloton Wealth Strategists's Historical Top Holdings Breakdowns
Peloton Wealth Strategists's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBHC | iShares iBonds 2023 Term High Yield and Income ETF | 2023-12-31 | Sold Out | -1.67% | 23.49 ($23.61) 23.7 | $23.61 | 0.02% | Sold Out | 0 | -153,325 | |
IBDO | iShares iBonds Dec 2023 Term Corporate ETF | 2023-12-31 | Sold Out | -1.65% | 25.27 ($25.32) 25.39 | $25.33 | 0.04% | Sold Out | 0 | -141,700 | |
BOX | Box Inc | 2024-09-30 | Sold Out | -1.48% | 24.92 ($29.18) 33.45 | $31.36 | 7.47% | Sold Out | 0 | -136,250 | |
| WRK | WestRock Co | 2023-09-30 | Sold Out | -1.12% | 28.4 ($32.78) 36.89 | $51.51 | 57.14% | Sold Out | 0 | -86,875 | |
STT | State Street Corporation | 2023-09-30 | Sold Out | -1.03% | 65.85 ($70.52) 77.46 | $95.44 | 35.34% | Sold Out | 0 | -31,800 | |
SIVBQ | SVB Financial Group | 2023-03-31 | Sold Out | -0.92% | 0.4 ($228.88) 333.5 | $0.01 | -100.00% | Sold Out | 0 | -8,329 | |
THO | Thor Industries Inc | 2023-09-30 | Sold Out | -0.88% | 92.86 ($104.47) 115.96 | $96.83 | -7.31% | Sold Out | 0 | -19,185 | |
ABBV | AbbVie Inc | 2023-09-30 | Reduce | -0.86% | 133.59 ($146.8) 154.65 | $175.55 | 19.58% | Reduce -34.67% | 27,095 | -14,380 | |
IBM | International Business Machines Corp | 2024-09-30 | Sold Out | -0.83% | 175.1 ($196.07) 223.43 | $217.75 | 11.06% | Sold Out | 0 | -11,752 | |
INTU | Intuit Inc | 2024-09-30 | Add | +0.80% | 602.97 ($638.32) 670.49 | $623.80 | -2.27% | Add 769.6% | 3,661 | 3,240 |
Peloton Wealth Strategists Total Holding History ($B)
Peloton Wealth Strategists's Asset Allocation
Peloton Wealth Strategists Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Peloton Wealth Strategists's Hypothetical Growth since 2024-09-30
Peloton Wealth Strategists's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Peloton Wealth Strategists's Holdings Heat Map
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Peloton Wealth Strategists's Holdings Bubble Chart
Peloton Wealth Strategists News
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