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| Peloton Wealth Strategists Inc
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| |
|---|---|
| CRD # | 109775 |
| SEC # | 801-27200 |
| CIK # | 0001080132 |
| AUM | $263.1 MM (2024-03-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 317-559-1700 |
| Address | 8500 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 0.0 | |
| MA | 309,583.1 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| TMO | 209,733.6 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| AMAT | 82,662.4 | 0.0 | |
| AMGN | 130,083.0 | 0.0 | |
| CRM | 170,602.7 | 0.0 | |
| RTX | 139,471.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Peloton Tactical Equity Fund LP | 2021-10-13 | 2.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 138 | 260.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 263.1 |
| By Discretionary | ||
| Discretionary | 360 | 263.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 360 | 263.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.1 | |
| Total | 360 | 263.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001080132] |
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|---|---|---|
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NJ | 0.3 |
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OH | 0.3 |
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DE | 0.3 |
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Sturgeon Ventures LLP
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0.3 | |
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Alpha Principle LLC
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Left Brain Wealth Management LLC
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IL | 0.2 |
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5T Wealth LLC
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CA | 0.2 |
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BTS Asset Management Inc
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MA | 0.2 |
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NY | 0.2 |