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
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
1.21K
New
$10.26 - $11.26 $12.4K - $13.6K
1.21K $12.6M
BBUS
J P Morgan Exchg Traded Fd

ETFs
115
New
$102.46 - $110.17 $11.8K - $12.7K
115 $12.2M
GD
General Dynamics Corp

Industrials
45
New
$260.28 - $314.03 $11.7K - $14.1K
45 $11.9M
DKNG
Draft Kings Inc.

Consumer Cyclical
305
New
$35.32 - $44.84 $10.8K - $13.7K
305 $11.3M
EBAY
Ebay Inc

Consumer Cyclical
178
New
$57.51 - $67.17 $10.2K - $12K
178 $11M
BMY
Bristol Myers Squibb CO

Healthcare
191
New
$51.92 - $59.94 $9.92K - $11.4K
191 $10.8M
NOW
Service Now, Inc.

Technology
10
New
$867.18 - $1148.42 $8.67K - $11.5K
10 $10.6M
UHS
Universal Health Services Inc

Healthcare
58
New
$175.8 - $236.9 $10.2K - $13.7K
58 $10.4M
ISRG
Intuitive Surgical Inc

Healthcare
19
New
$471.27 - $550.62 $8.95K - $10.5K
19 $9.92M
NOC
Northrop Grumman Corp

Industrials
21
New
$466.52 - $543.88 $9.8K - $11.4K
21 $9.86M
CSCO
Cisco Systems, Inc.

Technology
165
New
$52.45 - $60.02 $8.65K - $9.9K
165 $9.77M
BLDR
Builders First Source, Inc.

Industrials
67
New
$142.93 - $198.25 $9.58K - $13.3K
67 $9.58M
BE
Bloom Energy Corp

Industrials
423
New
$9.04 - $27.45 $3.82K - $11.6K
423 $9.4M
LCTD
Blackrock ETF World Ex Us Carb
214
New
N/A
214 $9.31M
MS
Morgan Stanley

Financial Services
73
New
$104.42 - $134.99 $7.62K - $9.85K
73 $9.18M
AVTR
Avantor, Inc.

Basic Materials
435
New
$19.72 - $25.54 $8.58K - $11.1K
435 $9.17M
TDOC
Teladoc Health, Inc.

Healthcare
1K
New
$8.57 - $12.02 $8.57K - $12K
1K $9.09M
Ge Vernova Inc
27
New
N/A
27 $8.88M
EUSB
Ishares Tr Esg Advanced Total

Technology
205
New
$42.39 - $44.29 $8.69K - $9.08K
205 $8.71M
SLV
I Shares Silver Trust

ETFs
314
New
$26.33 - $31.74 $8.27K - $9.97K
314 $8.27M
Ramaco Res Inc
800
New
N/A
800 $8.21M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
110
New
$47.29 - $84.74 $5.2K - $9.32K
110 $8.14M
GE
General Electric CO

Industrials
48
New
$159.95 - $194.23 $7.68K - $9.32K
48 $8.01M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
165
New
$43.37 - $51.46 $7.16K - $8.49K
165 $7.95M
PLTR
Palantir Technologies Inc.

Technology
100
New
$36.46 - $82.38 $3.65K - $8.24K
100 $7.56M
NOK
Nokia Corp

Technology
1.68K
New
$4.13 - $4.95 $6.92K - $8.29K
1.68K $7.42M
AFG
American Financial Group Inc

Financial Services
54
New
$126.81 - $149.08 $6.85K - $8.05K
54 $7.4M
ACN
Accenture PLC

Technology
21
New
$343.9 - $376.86 $7.22K - $7.91K
21 $7.39M
FTNT
Fortinet, Inc.

Technology
78
New
$76.49 - $99.21 $5.97K - $7.74K
78 $7.37M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
291
New
$24.61 - $25.12 $7.16K - $7.31K
291 $7.19M
AXP
American Express CO

Financial Services
24
New
$267.35 - $305.57 $6.42K - $7.33K
24 $7.12M
MCD
Mcdonalds Corp

Consumer Cyclical
24
New
$288.47 - $316.54 $6.92K - $7.6K
24 $6.96M
WFC
Wells Fargo & Company

Financial Services
97
New
$54.98 - $77.35 $5.33K - $7.5K
97 $6.81M
AXON
Axon Enterprise, Inc.

Industrials
11
New
$399.22 - $689.78 $4.39K - $7.59K
11 $6.54M
INTU
Intuit Inc

Technology
10
New
$602.01 - $706.25 $6.02K - $7.06K
10 $6.29M
PM
Philip Morris International Inc.

Consumer Defensive
52
New
$118.38 - $133.06 $6.16K - $6.92K
52 $6.26M
BSX
Boston Scientific Corp

Healthcare
70
New
$83.62 - $91.5 $5.85K - $6.41K
70 $6.25M
Blackrock Inc
6
New
N/A
6 $6.15M
DIS
Walt Disney CO

Communication Services
55
New
$92.39 - $117.6 $5.08K - $6.47K
55 $6.13M
TJX
Tjx Companies Inc

Consumer Cyclical
50
New
$112.15 - $127.2 $5.61K - $6.36K
50 $6.04M
TMUS
T Mobile Us, Inc.

Communication Services
27
New
$206.1 - $246.94 $5.56K - $6.67K
27 $5.96M
CVX
Chevron Corp

Energy
41
New
$141.15 - $162.53 $5.79K - $6.66K
41 $5.94M
CBRE
Cbre Group, Inc.

Real Estate
45
New
$119.22 - $140.71 $5.36K - $6.33K
45 $5.91M
PYPL
Pay Pal Holdings, Inc.

Financial Services
69
New
$77.25 - $91.3 $5.33K - $6.3K
69 $5.89M
SYK
Stryker Corp

Healthcare
16
New
$345.14 - $392.15 $5.52K - $6.27K
16 $5.76M
CDNS
Cadence Design Systems Inc

Technology
19
New
$249.1 - $324.54 $4.73K - $6.17K
19 $5.71M
EQIX
Equinix Inc

Real Estate
6
New
$865.69 - $985.0 $5.19K - $5.91K
6 $5.66M
EXPE
Expedia Group, Inc.

Consumer Cyclical
30
New
$146.47 - $191.01 $4.39K - $5.73K
30 $5.59M
QCOM
Qualcomm Inc

Technology
36
New
$150.4 - $178.04 $5.41K - $6.41K
36 $5.53M
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
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