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Peloton Wealth Strategists13F | |
| Peloton Wealth Strategists | |
| Last update 2024-08-15 | 92 Stocks (3 new) |
| Value $243.00 Mil | Turnover 2 % |
| Portfolio Report | |
Peloton Wealth Strategists Top Holdings of 2024-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOGL | Alphabet Inc | 45,753 | 8330.000 | -2.37% | 3.430 | -0.07% | 0.000 | +6.73% | +21.81% | 2087029.120 | Interactive Media | |
MA | Mastercard Inc | 17,863 | 7880.000 | -1.01% | 3.240 | -0.04% | 0.000 | +14.53% | +19.22% | 464018.655 | Credit Services | |
MSFT | Microsoft Corp | 17,499 | 7820.000 | +0.41% | 3.220 | +0.01% | 0.000 | +4.32% | +10.02% | 3059156.044 | Software | |
JPM | JPMorgan Chase & Co | 38,336 | 7750.000 | -0.20% | 3.190 | -0.01% | 0.000 | +14.34% | +33.32% | 623569.750 | Banks | |
TMO | Thermo Fisher Scientific Inc | 13,397 | 7410.000 | -1.47% | 3.050 | -0.05% | 0.000 | -6.17% | +5.86% | 214502.324 | Medical Diagnostics & Research | |
AMZN | Amazon.com Inc | 37,975 | 7340.000 | -1.06% | 3.020 | -0.03% | 0.000 | +23.90% | +31.30% | 2097744.696 | Retail - Cyclical | |
IBDS | iShares iBonds Dec 2027 Term Corporate ETF | 298,235 | 7080.000 | +2.84% | 2.910 | +0.08% | - | -0.29% | +0.38% | 2613.330 | ||
IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | 282,785 | 7030.000 | +2.91% | 2.890 | +0.08% | - | +0.40% | +1.05% | 2873.155 | ||
IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 269,500 | 6680.000 | +4.46% | 2.750 | +0.12% | - | -0.52% | -0.08% | 2276.543 | ||
IBDR | iShares iBonds Dec 2026 Term Corporate ETF | 266,535 | 6350.000 | +0.57% | 2.610 | +0.01% | - | +0.08% | +0.71% | 2920.739 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BOX | Box Inc | 2024-06-30 | Reduce | -0.22% | 25.04 ($26.65) 28.54 | $32.77 | 22.96% | Reduce -12.38% | 136,250 | -19,250 | |
GRMN | Garmin Ltd | 2024-06-30 | Reduce | -0.16% | 139.52 ($157.49) 170.94 | $204.23 | 29.68% | Reduce -11.78% | 20,215 | -2,700 | |
ADBE | Adobe Inc | 2024-06-30 | Add | +0.14% | 439.02 ($484.22) 555.54 | $486.42 | 0.45% | Add 19.6% | 3,752 | 615 | |
PFE | Pfizer Inc | 2024-06-30 | Sold Out | -0.13% | 25.26 ($27.53) 29.6 | $27.99 | 1.67% | Sold Out | 0 | -11,650 | |
IBDT | iShares iBonds Dec 2028 Term Corporate ETF | 2024-06-30 | Add | +0.12% | 24.4 ($24.65) 24.86 | $25.07 | 1.70% | Add 4.46% | 269,500 | 11,500 | |
LULU | Lululemon Athletica Inc | 2024-06-30 | Add | +0.12% | 295.25 ($334.33) 385.2 | $319.23 | -4.52% | Add 15.66% | 7,089 | 960 | |
VRTX | Vertex Pharmaceuticals Inc | 2024-06-30 | New Buy | +0.11% | 392.81 ($434.05) 485.53 | $499.88 | 15.17% | New holding | 575 | 575 | |
EG | Everest Group Ltd | 2024-06-30 | New Buy | +0.11% | 357.14 ($378.03) 399.53 | $354.61 | -6.20% | New holding | 715 | 715 | |
IBDW | iShares iBonds Dec 2031 Term Corporate ETF | 2024-06-30 | Add | +0.10% | 19.84 ($20.18) 20.44 | $20.62 | 2.18% | Add 10.6% | 120,000 | 11,500 | |
PG | Procter & Gamble Co | 2024-06-30 | New Buy | +0.09% | 155.33 ($163.48) 168.56 | $165.76 | 1.39% | New holding | 1,419 | 1,419 |
Peloton Wealth Strategists Total Holding History ($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 2024-06-30
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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