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
SNV
Synovus Financial Corp

Financial Services
15
New
$43.7 - $56.87 $656 - $853
15 $702K
SAIA
Saia Inc

Industrials
2
New
$349.29 - $508.47 $699 - $1.02K
2 $699K
BDX
Becton Dickinson & CO

Healthcare
3
+ 75.0%
$222.79 - $249.08 $668 - $747
7 $1.6M
JBHT
Hunt J B Transport Services Inc

Industrials
5
+ 250.0%
$146.12 - $186.55 $731 - $933
7 $1.04M
JEF
Jefferies Financial Group Inc.

Financial Services
15
+ 300.0%
$52.22 - $81.31 $783 - $1.22K
20 $1.07M
CBOE
Cboe Global Markets, Inc.

Financial Services
3
New
$190.84 - $226.29 $573 - $679
3 $679K
TECH
Bio Techne Corp

Healthcare
15
+ 100.0%
$58.47 - $78.75 $877 - $1.18K
30 $1.76M
RKT
Rocket Companies, Inc.

Financial Services
55
New
$10.28 - $15.77 $565 - $867
55 $664K
Coherent Corp
10
New
N/A
10 $650K
W
Wayfair Inc.

Consumer Cyclical
20
New
$30.07 - $50.1 $601 - $1K
20 $641K
CRH.L
Crh PLC

Basic Materials
8
+ 53.33%
N/A
23 $2.02M
VEEV
Veeva Systems Inc

Healthcare
2
+ 25.0%
$210.58 - $246.8 $421 - $494
10 $2.32M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1
+ 0.26%
$32.74 - $36.2 $32.7 - $36.2
385 $13.5M
ABNB
Airbnb, Inc.

Consumer Cyclical
7
+ 41.18%
$119.38 - $161.42 $836 - $1.13K
24 $2.87M
ZS
Zscaler, Inc.

Technology
3
+ 150.0%
$181.66 - $216.87 $545 - $651
5 $993K
HOG
Harley Davidson, Inc.

Consumer Cyclical
25
New
$24.13 - $30.02 $603 - $751
25 $632K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 24.0%
$168.84 - $202.89 $1.01K - $1.22K
31 $5.45M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
5
+ 83.33%
$120.07 - $144.17 $600 - $721
11 $1.37M
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 300.0%
$194.65 - $222.86 $584 - $669
4 $838K
JBL
Jabil Inc

Technology
5
+ 71.43%
$130.51 - $173.33 $653 - $867
12 $1.63M
PR
Permian Resources Corporation

Energy
45
New
$12.33 - $16.0 $555 - $720
45 $624K
HOLX
Hologic Inc

Healthcare
10
New
$60.7 - $73.77 $607 - $738
10 $618K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 66.67%
$283.24 - $338.07 $566 - $676
5 $1.48M
VKTX
Viking Therapeutics, Inc.

Healthcare
25
New
$24.15 - $42.89 $604 - $1.07K
25 $604K
HLNE
Hamilton Lane Inc

Financial Services
4
+ 400.0%
$137.87 - $170.18 $551 - $681
5 $744K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
10
+ 200.0%
$58.09 - $67.05 $581 - $671
15 $901K
SJM
J M Smucker CO

Consumer Defensive
5
New
$100.41 - $118.41 $502 - $592
5 $593K
CLH
Clean Harbors Inc

Industrials
3
New
$188.14 - $246.1 $564 - $738
3 $592K
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$285.59 - $385.71 $571 - $771
2 $588K
HON
Honeywell International Inc

Industrials
4
+ 21.05%
$202.75 - $226.52 $811 - $906
23 $4.87M
ETR
Entergy Corp

Utilities
5
+ 33.33%
$75.26 - $87.89 $376 - $439
20 $1.71M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
+ 40.0%
$203.38 - $274.79 $814 - $1.1K
14 $2.88M
DAL
Delta Air Lines, Inc.

Industrials
15
+ 300.0%
$43.6 - $69.06 $654 - $1.04K
20 $872K
FFIV
F5, Inc.

Technology
2
+ 100.0%
$251.75 - $310.6 $504 - $621
4 $1.07M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
60
+ 400.0%
$8.17 - $10.63 $490 - $638
75 $693K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 27.27%
$222.66 - $268.42 $668 - $805
14 $3.27M
Super Micro Computer Inc
15
+ 150.0%
N/A
25 $856K
PPG
Ppg Industries Inc

Basic Materials
5
New
$107.44 - $124.29 $537 - $621
5 $547K
MGM
Mgm Resorts International

Consumer Cyclical
20
+ 200.0%
$29.64 - $40.37 $593 - $807
30 $890K
AES
Aes Corp

Utilities
45
+ 112.5%
$9.93 - $13.23 $447 - $595
85 $1.06M
MPWR
Monolithic Power Systems Inc

Technology
1
+ 25.0%
$565.7 - $720.25 $566 - $720
5 $2.9M
TOL
Toll Brothers, Inc.

Consumer Cyclical
6
+ 120.0%
$103.02 - $140.69 $618 - $844
11 $1.16M
L
Loews Corp

Financial Services
5
+ 50.0%
$81.13 - $91.91 $406 - $460
15 $1.38M
CAH
Cardinal Health Inc

Healthcare
3
+ 50.0%
$118.02 - $137.77 $354 - $413
9 $1.24M
TEX
Terex Corp

Industrials
15
+ 300.0%
$37.65 - $48.97 $565 - $735
20 $756K
IBP
Installed Building Products, Inc.

Consumer Cyclical
3
+ 150.0%
$162.22 - $206.22 $487 - $619
5 $858K
MC
Moelis & CO

Financial Services
10
+ 200.0%
$57.91 - $81.2 $579 - $812
15 $876K
WLK
Westlake Corp

Basic Materials
5
New
$99.12 - $119.16 $496 - $596
5 $501K
CTRA
Coterra Energy Inc.

Energy
15
+ 75.0%
$25.51 - $29.83 $383 - $447
35 $1.01M
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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