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
ABNB
Airbnb, Inc.

Consumer Cyclical
17
New
$125.36 - $147.37 $2.13K - $2.51K
17 $2.23M
MAR
Marriott International Inc

Consumer Cyclical
8
New
$246.06 - $292.59 $1.97K - $2.34K
8 $2.23M
MMM
3 M CO

Industrials
17
New
$124.74 - $137.12 $2.12K - $2.33K
17 $2.2M
MU
Micron Technology Inc

Technology
26
New
$84.16 - $113.41 $2.19K - $2.95K
26 $2.19M
HIG
Hartford Financial Services Group, Inc.

Financial Services
20
New
$107.06 - $123.74 $2.14K - $2.47K
20 $2.19M
DTE
Dte Energy CO

Utilities
18
New
$117.04 - $129.77 $2.11K - $2.34K
18 $2.17M
PRU
Prudential Financial Inc

Financial Services
18
New
$114.59 - $129.52 $2.06K - $2.33K
18 $2.13M
ALL
Allstate Corp

Financial Services
11
New
$181.25 - $208.2 $1.99K - $2.29K
11 $2.12M
ROST
Ross Stores, Inc.

Consumer Cyclical
14
New
$138.59 - $156.61 $1.94K - $2.19K
14 $2.12M
URI
United Rentals, Inc.

Industrials
3
New
$704.44 - $880.32 $2.11K - $2.64K
3 $2.11M
KMB
Kimberly Clark Corp

Consumer Defensive
16
New
$130.37 - $146.09 $2.09K - $2.34K
16 $2.1M
CMI
Cummins Inc

Industrials
6
New
$324.93 - $383.42 $1.95K - $2.3K
6 $2.09M
DHR
Danaher Corp

Healthcare
9
New
$226.16 - $274.52 $2.04K - $2.47K
9 $2.07M
LIT
Global X Fds Global X Lithium

ETFs
50
New
$40.78 - $48.97 $2.04K - $2.45K
50 $2.04M
EFX
Equifax Inc

Industrials
8
New
$245.03 - $293.5 $1.96K - $2.35K
8 $2.04M
BR
Broadridge Financial Solutions, Inc.

Technology
9
New
$209.64 - $236.44 $1.89K - $2.13K
9 $2.04M
CPRT
Copart Inc

Consumer Cyclical
35
New
$51.36 - $63.8 $1.8K - $2.23K
35 $2.01M
TTD
Trade Desk, Inc.

Technology
17
New
$108.7 - $139.51 $1.85K - $2.37K
17 $2M
CCL
Carnival Corp

Consumer Cyclical
80
New
$17.34 - $26.8 $1.39K - $2.14K
80 $1.99M
TOKE
Cambria ETF Tr Cannabis ETF
385
New
N/A
385 $1.98M
JCI
Johnson Controls International PLC

Industrials
25
New
$74.23 - $86.6 $1.86K - $2.17K
25 $1.97M
Atlassian Corporation
8
New
N/A
8 $1.95M
APP
App Lovin Corp

Technology
6
New
$130.67 - $401.5 $784 - $2.41K
6 $1.94M
DFS
Discover Financial Services

Financial Services
11
New
$136.3 - $182.67 $1.5K - $2.01K
11 $1.91M
FITB
Fifth Third Bancorp

Financial Services
45
New
$41.76 - $48.44 $1.88K - $2.18K
45 $1.9M
WMB
Williams Companies, Inc.

Energy
35
New
$46.37 - $59.74 $1.62K - $2.09K
35 $1.9M
TER
Teradyne, Inc

Technology
15
New
$102.58 - $133.62 $1.54K - $2K
15 $1.89M
MTB
M&T Bank Corp

Financial Services
10
New
$172.48 - $221.95 $1.72K - $2.22K
10 $1.88M
OTIS
Otis Worldwide Corp

Industrials
20
New
$92.57 - $106.01 $1.85K - $2.12K
20 $1.85M
TT
Trane Technologies PLC

Industrials
5
New
$369.35 - $419.14 $1.85K - $2.1K
5 $1.85M
AEP
American Electric Power CO Inc

Utilities
20
New
$90.91 - $102.21 $1.82K - $2.04K
20 $1.85M
AMT
American Tower Corp

Real Estate
10
New
$179.4 - $232.01 $1.79K - $2.32K
10 $1.84M
KR
Kroger CO

Consumer Defensive
30
New
$55.21 - $63.3 $1.66K - $1.9K
30 $1.84M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
196
New
$8.24 - $11.07 $1.62K - $2.17K
196 $1.83M
SBUX
Starbucks Corp

Consumer Cyclical
20
New
$87.44 - $102.5 $1.75K - $2.05K
20 $1.83M
PSX
Phillips 66

Energy
16
New
$110.35 - $138.93 $1.77K - $2.22K
16 $1.82M
RSG
Republic Services, Inc.

Industrials
9
New
$198.0 - $218.75 $1.78K - $1.97K
9 $1.81M
AON
Aon PLC

Financial Services
5
New
$344.14 - $393.31 $1.72K - $1.97K
5 $1.8M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$362.95 - $502.38 $1.45K - $2.01K
4 $1.79M
CSGP
Costar Group, Inc.

Real Estate
25
New
$69.7 - $81.97 $1.74K - $2.05K
25 $1.79M
ARKQ
Ark Autonomous Technology & Ro

ETFs
23
New
$60.57 - $82.2 $1.39K - $1.89K
23 $1.78M
AFL
Aflac Inc

Financial Services
17
New
$100.37 - $115.27 $1.71K - $1.96K
17 $1.76M
LNG
Cheniere Energy, Inc.

Energy
8
New
$181.07 - $225.92 $1.45K - $1.81K
8 $1.72M
CHTR
Charter Communications, Inc.

Communication Services
5
New
$315.38 - $408.02 $1.58K - $2.04K
5 $1.71M
CARR
Carrier Global Corp

Industrials
25
New
$66.69 - $82.65 $1.67K - $2.07K
25 $1.71M
SHW
Sherwin Williams CO

Basic Materials
5
New
$338.75 - $399.71 $1.69K - $2K
5 $1.7M
SNOW
Snowflake Inc.

Technology
11
New
$109.65 - $186.51 $1.21K - $2.05K
11 $1.7M
XEL
Xcel Energy Inc

Utilities
25
New
$62.16 - $72.92 $1.55K - $1.82K
25 $1.69M
VEEV
Veeva Systems Inc

Healthcare
8
New
$201.81 - $250.45 $1.61K - $2K
8 $1.68M
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