Wealth Trak Capital Management LLC New Holdings in Q4 2024

Wealth Trak Capital Management LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
211K
New
$66.77 - $71.52 $14.1M - $15.1M
211K $14.5B
GBIL
Goldman Sachs Access Treasury

ETFs
140K
New
$99.85 - $100.22 $13.9M - $14M
140K $14B
Direxion Shs ETF Tr
126K
New
N/A
126K $4.54B
Tidal Tr Ii
186K
New
N/A
186K $4.44B
SPYG
Spdr Portfolio

ETFs
46.4K
New
$81.74 - $91.38 $3.8M - $4.24M
46.4K $4.08B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
84.1K
New
$44.33 - $49.55 $3.73M - $4.17M
84.1K $3.78B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.3K
New
$91.29 - $91.8 $3.77M - $3.79M
41.3K $3.77B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
96.9K
New
$38.37 - $42.82 $3.72M - $4.15M
96.9K $3.72B
IEF
Ishares Barclays

ETFs
39.3K
New
$92.08 - $98.18 $3.62M - $3.86M
39.3K $3.64B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
115K
New
$25.33 - $27.57 $2.91M - $3.17M
115K $2.98B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
52K
New
$51.09 - $55.27 $2.66M - $2.88M
52K $2.66B
USRT
Ishares Core U.S. Reit ETF

ETFs
39.9K
New
$55.97 - $62.75 $2.23M - $2.5M
39.9K $2.29B
VTV
Vanguard Value ETF

ETFs
13.3K
New
$168.32 - $181.87 $2.23M - $2.41M
13.3K $2.25B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
37.5K
New
$56.06 - $61.35 $2.1M - $2.3M
37.5K $2.12B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
60.2K
New
$34.13 - $37.35 $2.06M - $2.25M
60.2K $2.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.44K
New
$521.84 - $558.82 $1.79M - $1.92M
3.44K $1.85B
ETF Opportunities Trust
79.1K
New
N/A
79.1K $1.84B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
22.4K
New
$70.54 - $79.61 $1.58M - $1.78M
22.4K $1.7B
EMB
Ishares Tr

ETFs
18K
New
$88.94 - $93.46 $1.6M - $1.68M
18K $1.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
15.1K
New
$94.43 - $105.47 $1.43M - $1.59M
15.1K $1.53B
SHV
Ishares Tr

ETFs
13.2K
New
$109.92 - $110.57 $1.45M - $1.45M
13.2K $1.45B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.62K
New
$176.42 - $186.91 $1.34M - $1.42M
7.62K $1.36B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
23.6K
New
$45.39 - $62.98 $1.07M - $1.49M
23.6K $1.34B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
25.1K
New
$49.03 - $53.35 $1.23M - $1.34M
25.1K $1.29B
Tidal Tr Ii
74.1K
New
N/A
74.1K $1.24B
EFV
Msci Eafe Value ETF

ETFs
22K
New
$51.78 - $57.15 $1.14M - $1.26M
22K $1.15B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.7K
New
$50.37 - $50.6 $1.14M - $1.15M
22.7K $1.14B
EFG
Msci Eafe Growth ETF

ETFs
11.7K
New
$96.83 - $106.88 $1.13M - $1.25M
11.7K $1.13B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
10.2K
New
$103.6 - $112.52 $1.05M - $1.15M
10.2K $1.07B
VEA
Vanguard Ftse Developed Market

ETFs
22.2K
New
$47.57 - $52.44 $1.05M - $1.16M
22.2K $1.06B
AAPL
Apple Inc.

Technology
4.02K
New
$221.69 - $259.02 $892K - $1.04M
4.02K $1.01B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.2K
New
$45.07 - $47.1 $999K - $1.04M
22.2K $1B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
39.1K
New
$23.29 - $23.93 $910K - $935K
39.1K $917M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
39K
New
$22.63 - $47.53 $882K - $1.85M
39K $884M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
23.6K
New
$36.54 - $37.53 $862K - $886K
23.6K $868M
IVE
Ishares S&P 500 Value ETF

ETFs
4.03K
New
$189.5 - $206.17 $764K - $831K
4.03K $770M
SPTS
Spdr Portfolio Short Term Trea

ETFs
25.7K
New
$28.88 - $29.33 $743K - $755K
25.7K $747M
VO
Vanguard Mid Cap ETF

ETFs
2.44K
New
$261.5 - $284.63 $638K - $695K
2.44K $645M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.5K
New
$55.45 - $61.08 $585K - $644K
10.5K $585M
FNDF
Schwab Fundamental Intl Large

ETFs
17.4K
New
$32.92 - $37.15 $572K - $646K
17.4K $577M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.52K
New
$160.89 - $176.18 $566K - $619K
3.52K $569M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
11K
New
$48.33 - $49.08 $530K - $538K
11K $531M
IYW
Ishares Dj Us Tech ETF

ETFs
3.19K
New
$148.14 - $166.23 $472K - $530K
3.19K $509M
MBB
Ishares Tr

ETFs
5.45K
New
$91.26 - $95.82 $498K - $523K
5.45K $500M
MSFT
Microsoft Corp

Technology
1.08K
New
$406.35 - $454.46 $439K - $491K
1.08K $456M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.86K
New
$72.18 - $81.41 $423K - $477K
5.86K $443M
VUG
Vanguard Growth ETF

ETFs
1.05K
New
$378.79 - $428.11 $398K - $450K
1.05K $431M
BNDX
Vanguard Total International B

ETFs
8.55K
New
$48.91 - $50.61 $418K - $433K
8.55K $419M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.7K
New
$32.65 - $33.68 $416K - $429K
12.7K $417M
Activity Summary
Buys All Purchases 934 New Holdings 934 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Trak Capital Management LLC Portfolio

Follow Wealth Trak Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Trak Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trak Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email