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
IQV
Iqvia Holdings Inc.

Healthcare
3
+ 75.0%
$176.3 - $209.96 $529 - $630
7 $1.24M
Veralto Corp
5
+ 50.0%
N/A
15 $1.46M
Liberty Media Corp Del
5
+ 100.0%
N/A
10 $901K
AIT
Applied Industrial Technologies Inc

Industrials
2
+ 200.0%
$218.93 - $269.18 $438 - $538
3 $677K
JCI
Johnson Controls International PLC

Industrials
5
+ 20.0%
$76.12 - $90.6 $381 - $453
30 $2.4M
Solventum Corp
5
+ 100.0%
N/A
10 $761K
EVRG
Evergy, Inc.

Utilities
5
+ 50.0%
$59.9 - $69.52 $300 - $348
15 $1.04M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
3
+ 150.0%
$141.31 - $175.89 $424 - $528
5 $720K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
+ 2.22%
$61.92 - $76.95 $310 - $385
230 $17.3M
LNT
Alliant Energy Corp

Utilities
5
+ 33.33%
$56.66 - $66.04 $283 - $330
20 $1.29M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 400.0%
$102.72 - $143.06 $411 - $572
5 $523K
MGY
Magnolia Oil & Gas Corp

Energy
15
+ 300.0%
$22.26 - $26.58 $334 - $399
20 $506K
PARA
Paramount Global

Communication Services
30
+ 150.0%
$10.16 - $12.14 $305 - $364
50 $598K
ON
On Semiconductor Corp

Technology
15
+ 150.0%
$40.69 - $64.51 $610 - $968
25 $1.02M
EIX
Edison International

Utilities
10
+ 100.0%
$50.06 - $80.01 $501 - $800
20 $1.18M
Corpay Inc
1
+ 33.33%
N/A
4 $1.4M
ALLY
Ally Financial Inc.

Financial Services
10
+ 100.0%
$32.99 - $40.09 $330 - $401
20 $730K
HEIA
Heico Crp Cl A
1
+ 16.67%
N/A
7 $1.48M
AUR
Aurora Innovation, Inc.

Technology
50
+ 100.0%
$6.1 - $10.19 $305 - $510
100 $673K
JNPR
Juniper Networks Inc

Technology
10
+ 200.0%
$34.38 - $39.03 $344 - $390
15 $543K
DAN
Dana Inc

Consumer Cyclical
25
+ 250.0%
$11.27 - $16.88 $282 - $422
35 $467K
CCL
Carnival Corp

Consumer Cyclical
40
+ 50.0%
$19.08 - $28.49 $763 - $1.14K
120 $2.34M
SNOW
Snowflake Inc.

Technology
3
+ 27.27%
$146.16 - $192.78 $438 - $578
14 $2.05M
EQH
Equitable Holdings, Inc.

Financial Services
5
+ 33.33%
$47.64 - $55.68 $238 - $278
20 $1.04M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5
+ 100.0%
$69.82 - $78.67 $349 - $393
10 $704K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 100.0%
$308.87 - $383.33 $309 - $383
2 $655K
GDDY
Go Daddy Inc.

Technology
2
+ 100.0%
$172.13 - $214.35 $344 - $429
4 $721K
HUBS
Hubspot Inc

Technology
1
+ 50.0%
$571.29 - $819.71 $571 - $820
3 $1.71M
PINS
Pinterest, Inc.

Communication Services
10
+ 200.0%
$29.79 - $40.0 $298 - $400
15 $465K
HUBB
Hubbell Inc

Industrials
2
+ 50.0%
$330.91 - $456.86 $662 - $914
6 $1.99M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
+ 100.0%
$233.07 - $290.7 $233 - $291
2 $541K
KD
Kyndryl Holdings, Inc.

Technology
10
+ 200.0%
$31.32 - $43.45 $313 - $435
15 $471K
USB
Us Bancorp \De\

Financial Services
15
+ 25.0%
$40.92 - $50.9 $614 - $764
75 $3.17M
XP
Xp Inc.

Financial Services
20
+ 200.0%
$11.05 - $15.69 $221 - $314
30 $413K
VRT
Vertiv Holdings CO

Industrials
8
+ 114.29%
N/A
15 $1.08M
HIW
Highwoods Properties, Inc.

Real Estate
10
+ 100.0%
$27.69 - $30.78 $277 - $308
20 $593K
TOST
Toast, Inc.

Technology
10
+ 66.67%
$32.61 - $41.98 $326 - $420
25 $830K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 33.33%
$180.02 - $208.56 $180 - $209
4 $832K
BWXT
Bwx Technologies, Inc.

Industrials
3
+ 150.0%
$96.59 - $128.46 $290 - $385
5 $494K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
10
+ 200.0%
$28.45 - $41.08 $285 - $411
15 $455K
IVZ
Invesco Ltd.

Financial Services
20
+ 100.0%
$14.82 - $19.34 $296 - $387
40 $607K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
10
+ 200.0%
$25.27 - $28.3 $253 - $283
15 $390K
RMBS
Rambus Inc

Technology
5
+ 100.0%
$51.55 - $68.59 $258 - $343
10 $518K
NU
Nu Holdings Ltd.

Financial Services
25
+ 125.0%
$10.12 - $13.95 $253 - $349
45 $461K
PII
Polaris Inc.

Consumer Cyclical
10
+ 100.0%
$40.9 - $58.36 $409 - $584
20 $819K
GRMN
Garmin LTD

Technology
1
+ 50.0%
$204.55 - $241.93 $205 - $242
3 $652K
UGI
Ugi Corp

Utilities
5
+ 33.33%
$28.0 - $34.16 $140 - $171
20 $662K
SBAC
Sba Communications Corp

Real Estate
1
+ 100.0%
$192.76 - $224.91 $193 - $225
2 $441K
TREX
Trex CO Inc

Industrials
5
+ 100.0%
$54.0 - $74.44 $270 - $372
10 $581K
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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