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  Name: Peloton Wealth Strategists
  City: BLOOMINGTON
  State: IN
  Zip: 47404
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $246,200,000
  Total Value Change : $15,294,000
  Securities Held Change : -2
   
All Securities Held : 91
  New Positions : 4
  Closed Positions : 6
  Increased Positions : 43
  Unchanged Positions : 17
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SONO)1 Year Chart         SONO Sonos Inc 90 Closed $15.16 $0 0 0% -648,000 -37,810 0    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 89 Closed $109.32 $0 0 0% -218,000 -2,091 0    Closed - End Fund - E...
   (MKTX)1 Year Chart         MKTX MarketAxess Holdings Inc 88 Closed $200.22 $0 0 0% -479,000 -1,635 0    Investment Brokerage ...
   (PRU)1 Year Chart         PRU Prudential Financial Inc 93 Closed $113.11 $0 0 0% -876,000 -8,450 0    Life & Health Insurance
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 92 Closed $363.10 $0 0 0% -240,000 -793 0    Closed - End Fund - E...
   (MASI)1 Year Chart         MASI Masimo Corp 91 Closed $135.69 $0 0 0% -697,000 -5,950 0    Medical Appliances & ...

      6 Records Found
  1    
Page 1 of 1
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