Peloton Wealth Strategists

13F Filings History

Latest 13F report
Q3 2024 - Nov 15, 2024
Value $
$252M
Signature - Title
Matthew K. Bradley - President
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by Peloton Wealth Strategists. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peloton Wealth Strategists reported 93 stock holdings with total value $252M as of Q3 2024. Top holdings included MA, TMO, GOOGL, JPM, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 93 $252M +$12.4M -$15M -$2.63M MA, TMO, GOOGL, JPM, AMZN 13F-HR 11/15/2024, 10:42 AM
Q2 2024 92 $243M +$8.62M -$3.97M +$4.65M GOOGL, MA, MSFT, JPM, TMO 13F-HR 8/15/2024, 09:18 AM
Q1 2024 91 $246M +$8.65M -$6.45M +$2.19M MA, TMO, JPM, MSFT, CRM 13F-HR 5/14/2024, 10:22 AM
Q4 2023 93 $231M +$13.5M -$19.4M -$5.87M MA, TMO, CRM, GOOGL, MSFT Restatement 2/16/2024, 03:16 PM
Q3 2023 88 $217M +$16.5M -$18.2M -$1.68M MA, TMO, GOOGL, IBDQ, JPM 13F-HR 11/13/2023, 10:20 AM
Q2 2023 88 $226M +$7.89M -$6.61M +$1.28M MA, TMO, MSFT, GOOGL, JPM 13F-HR 8/10/2023, 04:12 PM
Q1 2023 88 $219M +$11.4M -$6.45M +$4.99M TMO, MA, ABBV, MSFT, GOOGL 13F-HR 5/11/2023, 10:53 AM
Q4 2022 86 $208M +$10.4M -$10.5M -$34.3K TMO, MA, ABBV, RTX, BOX 13F-HR 2/13/2023, 02:50 PM
Q3 2022 87 $192M +$9.37M -$2.36M +$7.01M TMO, ABBV, MA, IBDP, IBDQ 13F-HR 11/14/2022, 02:17 PM
Q2 2022 85 $205M +$9.99M -$10.9M -$942K TMO, ABBV, MA, GOOGL, IBDP 13F-HR 8/12/2022, 08:44 AM
Q1 2022 83 $239M +$22.8M -$17M +$5.81M TMO, GOOGL, MA, ABBV, MSFT 13F-HR 5/9/2022, 01:20 PM
Q4 2021 89 $249M +$18.2M -$20.3M -$2.06M TMO, GOOGL, MA, MSFT, ABBV 13F-HR 2/10/2022, 01:23 PM
Q3 2021 87 $244M +$19.9M -$18.2M +$1.76M TMO, GOOGL, MA, CRM, JPM 13F-HR 11/15/2021, 12:18 PM
Q2 2021 85 $242M +$20.7M -$5.15M +$15.6M MA, GOOGL, TMO, YETI, JPM 13F-HR 8/16/2021, 11:22 AM
Q1 2021 83 $213M +$21.5M -$20.2M +$1.34M MA, GOOGL, TMO, WRK, JPM 13F-HR 6/23/2021, 03:19 PM
Q4 2020 79 $202M +$15.1M -$17.9M -$2.81M MA, TMO, GOOGL, SBUX, CRM 13F-HR 2/17/2021, 01:14 PM
Q3 2020 77 $178M +$14.9M -$10.2M +$4.78M MA, CRM, TMO, UPS, GOOGL 13F-HR 11/17/2020, 02:39 PM
Q2 2020 74 $159M +$20.4M -$11.9M +$8.51M MA, CRM, TMO, GOOGL, MSFT 13F-HR 8/13/2020, 04:56 PM
Q1 2020 72 $122M +$14.3M -$18.3M -$4.01M MA, GOOGL, CRM, SBUX, TMO 13F-HR 5/15/2020, 12:32 PM
Q4 2019 77 $163M +$10M -$10.3M -$244K MA, BACPRL, GOOGL, SBUX, BA 13F-HR 2/14/2020, 01:06 PM
Q3 2019 70 $155M +$14.2M -$8.54M +$5.7M MA, BACPRL, BA, SBUX, GOOGL 13F-HR 11/13/2019, 02:26 PM
Q2 2019 67 $148M +$8.76M -$10.4M -$1.68M MA, BACPRL, BA, SBUX, CRM 13F-HR 8/12/2019, 02:12 PM
Q1 2019 63 $143M +$13.3M -$8.39M +$4.91M MA, BACPRL, CRM, GOOGL, SBUX 13F-HR 5/15/2019, 11:05 AM
Q4 2018 60 $122M +$5.25M -$7.03M -$1.78M MA, BACPRL, CRM, GOOGL, SBUX 13F-HR 2/14/2019, 03:02 PM
Q3 2018 57 $144M +$14.3M -$16M -$1.72M MA, ALGN, BACPRL, CRM, GOOGL 13F-HR 11/14/2018, 10:46 AM
Q2 2018 62 $136M +$8.18M -$7.31M +$875K MA, BACPRL, ALGN, GOOGL, CRM 13F-HR 8/15/2018, 02:50 PM
Q1 2018 63 $130M +$19.6M -$20.6M -$985K MA, BACPRL, GOOGL, JPM, CRM 13F-HR 5/7/2018, 02:15 PM
Q4 2017 64 $132M +$8.78M -$10.5M -$1.69M MA, BACPRL, JPM, GOOGL, DWDP 13F-HR 2/15/2018, 11:14 AM
Q3 2017 65 $128M +$14.2M -$17.1M -$2.86M MA, BACPRL, CMI, DWDP, VTR 13F-HR 11/9/2017, 02:36 PM
Q2 2017 71 $127M +$10.6M -$6.95M +$3.63M MA, CMI, BACPRL, VTR, BA 13F-HR 8/10/2017, 12:15 PM
Q1 2017 69 $119M +$9M -$20.6M -$11.6M MA, CMI, BACPRL, DOW, VTR Restatement 5/16/2017, 12:50 PM
Q4 2016 74 $122M +$6.46M -$6.4M +$56.1K MA, CMI, BACPRL, JPM, VTR 13F-HR 2/15/2017, 11:08 AM
Q3 2016 73 $120M +$17M -$19.1M -$2.1M MA, CMI, BACPRL, VTR, PEP 13F-HR 11/15/2016, 02:26 PM
Q1 2016 72 $115M +$16.7M -$17.7M -$914K MA, CMI, HAS, VTR, DOW 13F-HR 5/13/2016, 03:26 PM
Q4 2015 74 $116M +$4.51M -$7.38M -$2.87M MA, ESRX, DOW, PEP, ECL 13F-HR 2/4/2016, 02:58 PM
Q3 2015 75 $114M +$9.41M -$7.71M +$1.69M MA, HAS, ESRX, JCI, ECL 13F-HR 11/2/2015, 01:31 PM
Q2 2015 73 $126M +$9.37M -$10.5M -$1.13M MA, JCI, ESRX, HAS, EMC 13F-HR 8/11/2015, 11:42 AM
Q1 2015 75 $129M +$13.8M -$16M -$2.19M MA, JCI, VTR, NVS, ESRX 13F-HR 5/15/2015, 03:47 PM
Q4 2014 78 $132M +$9.07M -$8.95M +$118K MA, EMC, JCI, VTR, NVS 13F-HR 2/10/2015, 10:45 AM
Q3 2014 79 $127M +$59.4M -$32.9M +$26.5M MA, EMC, UNP, NVS, CNI 13F-HR 11/4/2014, 03:16 PM
Q2 2014 72 $70.3M $0 $0 MA, VTR, BACPRL, ECL, PEP 13F-HR 8/12/2016, 03:10 PM
Q2 2014 77 $130M +$16.4M -$10.7M +$5.75M MA, JCI, TUP, NVS, EMC 13F-HR 7/31/2014, 12:52 PM
Q1 2014 79 $122M +$21M -$18.6M +$2.34M MA, JCI, EMC, ECL, PNR 13F-HR 5/8/2014, 03:58 PM
Q4 2013 75 $124M $0 $0 MA, JCI, ECL, EMC, PNR 13F-HR 2/3/2014, 11:22 AM