Wealth Trak Capital Management LLC Purchases in Q1 2025

Wealth Trak Capital Management LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KEY
Keycorp

Financial Services
215
+ 614.29%
$15.15 - $18.3 $3.26K - $3.93K
250 $4M
Blackrock Inc
4
+ 66.67%
N/A
10 $9.47M
ADP
Automatic Data Processing Inc

Industrials
10
+ 71.43%
$286.85 - $318.64 $2.87K - $3.19K
24 $7.33M
DE
Deere & CO

Industrials
6
+ 66.67%
$408.57 - $509.27 $2.45K - $3.06K
15 $7.04M
C
Citigroup Inc

Financial Services
45
+ 90.0%
$67.23 - $84.63 $3.03K - $3.81K
95 $6.75M
GOOGL
Alphabet Inc.

Communication Services
151
+ 25.9%
$154.33 - $206.19 $23.3K - $31.1K
734 $114M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 200.0%
$1187.71 - $1432.58 $2.38K - $2.87K
3 $4.3M
SBUX
Starbucks Corp

Consumer Cyclical
30
+ 150.0%
$91.75 - $115.81 $2.75K - $3.47K
50 $4.91M
AEP
American Electric Power CO Inc

Utilities
25
+ 125.0%
$90.32 - $109.27 $2.26K - $2.73K
45 $4.92M
CTSH
Cognizant Technology Solutions Corp

Technology
40
+ 133.33%
$75.32 - $90.7 $3.01K - $3.63K
70 $5.36M
AWK
American Water Works Company, Inc.

Utilities
19
+ 237.5%
$121.01 - $149.31 $2.3K - $2.84K
27 $3.98M
ABC
Amerisourcebergen Corp

Healthcare
10
+ 333.33%
N/A
13 $3.62M
NEM
Newmont Corp

Basic Materials
55
+ 220.0%
$37.79 - $48.39 $2.08K - $2.66K
80 $3.86M
TDG
Trans Digm Group Inc

Industrials
2
+ 200.0%
$1251.32 - $1394.11 $2.5K - $2.79K
3 $4.15M
DFS
Discover Financial Services

Financial Services
17
+ 154.55%
$152.99 - $203.25 $2.6K - $3.46K
28 $4.78M
DHR
Danaher Corp

Healthcare
15
+ 166.67%
$201.62 - $250.59 $3.02K - $3.76K
24 $4.92M
SHW
Sherwin Williams CO

Basic Materials
8
+ 160.0%
$330.16 - $365.55 $2.64K - $2.92K
13 $4.54M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
98
+ 6.59%
$22.42 - $23.22 $2.2K - $2.28K
1.59K $36.6M
NSC
Norfolk Southern Corp

Industrials
6
+ 1.0%
$227.69 - $259.76 $1.37K - $1.56K
606 $144M
GD
General Dynamics Corp

Industrials
8
+ 17.78%
$241.94 - $272.58 $1.94K - $2.18K
53 $14.4M
ETF Opportunities Trust
97
New
N/A
97 $2.51M
MMM
3 M CO

Industrials
15
+ 88.24%
$129.7 - $155.12 $1.95K - $2.33K
32 $4.7M
MNST
Monster Beverage Corp

Consumer Defensive
40
+ 200.0%
$46.16 - $58.58 $1.85K - $2.34K
60 $3.51M
DASH
Door Dash, Inc.

Communication Services
13
+ 433.33%
$168.37 - $213.38 $2.19K - $2.77K
16 $2.93M
CARR
Carrier Global Corp

Industrials
40
+ 160.0%
$62.07 - $70.55 $2.48K - $2.82K
65 $4.12M
AIG
American International Group, Inc.

Financial Services
25
+ 166.67%
$70.5 - $86.94 $1.76K - $2.17K
40 $3.48M
MET
Metlife Inc

Financial Services
30
+ 150.0%
$77.7 - $87.0 $2.33K - $2.61K
50 $4.02M
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 38.0%
$112.81 - $126.16 $2.14K - $2.4K
69 $8.41M
MTD
Mettler Toledo International Inc

Healthcare
2
New
$1177.09 - $1390.0 $2.35K - $2.78K
2 $2.36M
GILD
Gilead Sciences, Inc.

Healthcare
13
+ 28.89%
$89.14 - $117.41 $1.16K - $1.53K
58 $6.5M
ED
Consolidated Edison Inc

Utilities
20
+ 400.0%
$88.0 - $110.59 $1.76K - $2.21K
25 $2.77M
TMUS
T Mobile Us, Inc.

Communication Services
4
+ 14.81%
$211.3 - $272.83 $845 - $1.09K
31 $8.27M
RSG
Republic Services, Inc.

Industrials
8
+ 88.89%
$200.09 - $242.16 $1.6K - $1.94K
17 $4.12M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
25
+ 500.0%
$92.51 - $102.81 $2.31K - $2.57K
30 $2.78M
ADSK
Autodesk, Inc.

Technology
10
+ 100.0%
N/A
20 $5.24M
ALL
Allstate Corp

Financial Services
10
+ 90.91%
$180.99 - $210.18 $1.81K - $2.1K
21 $4.35M
AEE
Ameren Corp

Utilities
20
+ 133.33%
$86.87 - $103.67 $1.74K - $2.07K
35 $3.51M
MO
Altria Group, Inc.

Consumer Defensive
30
+ 66.67%
$50.81 - $60.02 $1.52K - $1.8K
75 $4.5M
ADBE
Adobe Inc.

Technology
7
+ 77.78%
$377.84 - $464.11 $2.64K - $3.25K
16 $6.14M
GM
General Motors CO

Consumer Cyclical
45
New
$45.22 - $54.92 $2.03K - $2.47K
45 $2.12M
F
Ford Motor CO

Consumer Cyclical
190
+ 11.76%
$9.12 - $10.43 $1.73K - $1.98K
1.81K $18.1M
PTC
Ptc Inc.

Technology
14
+ 700.0%
$153.3 - $193.48 $2.15K - $2.71K
16 $2.48M
NUE
Nucor Corp

Basic Materials
17
+ 1700.0%
$114.48 - $142.52 $1.95K - $2.42K
18 $2.17M
Ge Healthcare Technologies I
25
+ 500.0%
N/A
30 $2.42M
FAST
Fastenal CO

Industrials
25
+ 166.67%
$71.11 - $79.98 $1.78K - $2K
40 $3.1M
NDSN
Nordson Corp

Industrials
10
New
$200.12 - $224.07 $2K - $2.24K
10 $2.02M
CHTR
Charter Communications, Inc.

Communication Services
5
+ 100.0%
$334.89 - $384.77 $1.67K - $1.92K
10 $3.69M
CMS
Cms Energy Corp

Utilities
25
+ 250.0%
$64.99 - $75.11 $1.62K - $1.88K
35 $2.63M
SO
Southern CO

Utilities
15
+ 25.0%
$80.96 - $92.96 $1.21K - $1.39K
75 $6.9M
Activity Summary
Buys All Purchases 621 New Holdings 196 Increased Positions 425 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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