Wealth Trak Capital Management LLC Incresed Positions in Q1 2025

Wealth Trak Capital Management LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XEL
Xcel Energy Inc

Utilities
15
+ 60.0%
$63.37 - $72.1 $951 - $1.08K
40 $2.83M
SPGI
S&P Global Inc.

Financial Services
2
+ 18.18%
$478.26 - $543.77 $957 - $1.09K
13 $6.61M
EVR
Evercore Inc.

Financial Services
6
+ 600.0%
$190.28 - $291.27 $1.14K - $1.75K
7 $1.4M
VMC
Vulcan Materials CO

Basic Materials
5
+ 250.0%
$220.9 - $277.54 $1.1K - $1.39K
7 $1.63M
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 44.44%
$221.46 - $244.83 $886 - $979
13 $3.15M
FANG
Diamondback Energy, Inc.

Energy
7
+ 233.33%
$139.9 - $180.18 $979 - $1.26K
10 $1.6M
IRM
Iron Mountain Inc

Real Estate
15
+ 150.0%
$82.79 - $111.31 $1.24K - $1.67K
25 $2.15M
LKQ
Lkq Corp

Consumer Cyclical
25
+ 500.0%
$36.24 - $44.05 $906 - $1.1K
30 $1.28M
FTV
Fortive Corp

Technology
15
+ 150.0%
$71.82 - $82.98 $1.08K - $1.24K
25 $1.83M
GPN
Global Payments Inc

Industrials
12
+ 150.0%
$92.18 - $113.03 $1.11K - $1.36K
20 $1.96M
IR
Ingersoll Rand Inc.

Industrials
15
+ 100.0%
$79.44 - $94.23 $1.19K - $1.41K
30 $2.4M
HAS
Hasbro, Inc.

Consumer Cyclical
15
+ 75.0%
$56.16 - $69.06 $842 - $1.04K
35 $2.15M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 35.29%
$221.78 - $273.45 $1.33K - $1.64K
23 $5.23M
PPL
Ppl Corp

Utilities
25
+ 71.43%
$31.68 - $36.11 $792 - $903
60 $2.17M
CG
Carlyle Group Inc.

Financial Services
25
+ 250.0%
$40.03 - $56.96 $1K - $1.42K
35 $1.53M
DELL
Dell Technologies Inc.

Technology
14
+ 127.27%
$90.34 - $124.66 $1.26K - $1.75K
25 $2.28M
MDT
Medtronic PLC

Healthcare
10
+ 100.0%
$79.84 - $94.5 $798 - $945
20 $1.8M
ATO
Atmos Energy Corp

Utilities
6
+ 200.0%
$136.51 - $154.58 $819 - $927
9 $1.39M
EOG
Eog Resources Inc

Energy
7
+ 53.85%
$120.54 - $138.05 $844 - $966
20 $2.57M
DOX
Amdocs LTD

Technology
10
+ 200.0%
$82.21 - $92.02 $822 - $920
15 $1.37M
BSY
Bentley Systems Inc

Technology
25
+ 500.0%
$39.34 - $47.7 $984 - $1.19K
30 $1.18M
BIIB
Biogen Inc.

Healthcare
7
+ 700.0%
$133.43 - $153.27 $934 - $1.07K
8 $1.1M
BKR
Baker Hughes CO

Energy
20
+ 100.0%
$41.16 - $48.85 $823 - $977
40 $1.76M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 100.0%
$953.54 - $1132.42 $954 - $1.13K
2 $1.98M
LDOS
Leidos Holdings, Inc.

Technology
7
+ 175.0%
$126.82 - $161.11 $888 - $1.13K
11 $1.49M
DT
Dynatrace, Inc.

Technology
20
+ 400.0%
$47.15 - $62.42 $943 - $1.25K
25 $1.18M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 250.0%
$175.5 - $209.86 $878 - $1.05K
7 $1.27M
PCAR
Paccar Inc

Industrials
11
+ 37.93%
$96.91 - $112.51 $1.07K - $1.24K
40 $3.9M
SSNC
Ss&C Technologies Holdings Inc

Technology
10
+ 200.0%
$74.75 - $89.13 $748 - $891
15 $1.25M
EWBC
East West Bancorp Inc

Financial Services
10
+ 200.0%
$84.35 - $103.91 $844 - $1.04K
15 $1.35M
MAR
Marriott International Inc

Consumer Cyclical
5
+ 62.5%
$237.01 - $304.45 $1.19K - $1.52K
13 $3.1M
TSCO
Tractor Supply CO

Consumer Cyclical
15
+ 100.0%
$51.66 - $57.94 $775 - $869
30 $1.65M
XLE
Energy Sector Spdr

ETFs
4
+ 6.45%
$85.7 - $93.96 $343 - $376
66 $6.17M
AVB
Avalonbay Communities Inc

Real Estate
4
+ 400.0%
$207.86 - $228.08 $831 - $912
5 $1.07M
FE
Firstenergy Corp

Utilities
20
+ 400.0%
$37.95 - $43.5 $759 - $870
25 $1.01M
HPQ
Hp Inc

Technology
30
+ 600.0%
$27.69 - $34.72 $831 - $1.04K
35 $970K
STZ
Constellation Brands, Inc.

Consumer Defensive
5
+ 166.67%
$161.05 - $222.93 $805 - $1.11K
8 $1.47M
NLOK
Norton Life Lock Inc.

Technology
30
+ 600.0%
N/A
35 $929K
SF
Stifel Financial Corp

Financial Services
9
+ 180.0%
$91.62 - $117.6 $825 - $1.06K
14 $1.32M
TRV
Travelers Companies, Inc.

Financial Services
2
+ 18.18%
$232.43 - $265.13 $465 - $530
13 $3.44M
VTR
Ventas, Inc.

Real Estate
10
+ 100.0%
$56.9 - $70.47 $569 - $705
20 $1.38M
DIS
Walt Disney CO

Communication Services
15
+ 27.27%
$96.87 - $114.0 $1.45K - $1.71K
70 $6.91M
TRU
Trans Union

Industrials
10
+ 200.0%
$80.45 - $100.25 $805 - $1K
15 $1.25M
HES
Hess Corp

Energy
2
+ 11.76%
$135.42 - $160.52 $271 - $321
19 $3.04M
STE
Steris PLC

Healthcare
3
+ 75.0%
$202.46 - $232.74 $607 - $698
7 $1.59M
SCCO
Southern Copper Corp

Basic Materials
8
+ 160.0%
$85.92 - $101.48 $687 - $812
13 $1.22M
DTE
Dte Energy CO

Utilities
3
+ 16.67%
$117.6 - $138.27 $353 - $415
21 $2.9M
NXPI
Nxp Semiconductors N.V.

Technology
4
+ 200.0%
$189.99 - $245.86 $760 - $983
6 $1.14M
ESS
Essex Property Trust, Inc.

Real Estate
2
+ 40.0%
N/A
7 $2.15M
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
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