In Track Investment Management Inc Purchases in Q1 2025

In Track Investment Management Inc

  • $108 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.75K
+ 40.81%
$554.06 - $615.85 $970K - $1.08M
6.04K $3.37M
VO
Vanguard Mid Cap ETF

ETFs
2.66K
+ 53.49%
$251.87 - $277.95 $669K - $739K
7.63K $1.96M
ENB
Enbridge Inc

Energy
13.3K
New
$41.54 - $45.45 $554K - $606K
13.3K $591K
WM
Waste Management Inc

Industrials
1.96K
+ 50.99%
$200.54 - $233.78 $393K - $458K
5.81K $1.34M
LOW
Lowes Companies Inc

Consumer Cyclical
2.47K
+ 209.58%
$222.66 - $268.42 $550K - $663K
3.65K $851K
MAR
Marriott International Inc

Consumer Cyclical
2.12K
+ 188.1%
$237.01 - $304.45 $502K - $645K
3.24K $772K
APO
Apollo Global Management, Inc.

Financial Services
4.53K
+ 66.31%
$126.01 - $172.06 $571K - $780K
11.4K $1.56M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.99K
New
$50.44 - $58.1 $352K - $406K
6.99K $359K
TJX
Tjx Companies Inc

Consumer Cyclical
2.45K
+ 48.46%
$112.81 - $126.16 $276K - $309K
7.5K $913K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.45K
New
$56.12 - $68.15 $194K - $235K
3.45K $234K
DUK
Duke Energy Corp

Utilities
380
+ 4.26%
$105.87 - $121.97 $40.2K - $46.3K
9.29K $1.13M
CAT
Caterpillar Inc

Industrials
848
+ 22.27%
$326.75 - $407.63 $277K - $346K
4.66K $1.54M
XOM
Exxon Mobil Corp

Energy
384
+ 7.51%
$105.44 - $118.93 $40.5K - $45.7K
5.5K $654K
SPG
Simon Property Group Inc

Real Estate
757
+ 15.96%
$159.48 - $187.78 $121K - $142K
5.5K $913K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.35K
+ 3.89%
$44.41 - $45.98 $60K - $62.2K
36.1K $1.65M
SHEL
Shell PLC

Energy
10
+ 0.13%
$62.84 - $73.29 $628 - $733
7.69K $559K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
405
+ 19.53%
$192.82 - $222.1 $78.1K - $90K
2.48K $478K
ZTS
Zoetis Inc.

Healthcare
53
+ 1.1%
$156.48 - $175.67 $8.29K - $9.31K
4.87K $801K
EQIX
Equinix Inc

Real Estate
371
+ 16.53%
$803.0 - $959.97 $298K - $356K
2.62K $2.13M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
31
+ 0.04%
$12.18 - $12.91 $378 - $400
80.2K $993K
XLC
Select Sector Spdr Tr Communic

ETFs
102
+ 3.57%
$94.84 - $105.31 $9.67K - $10.7K
2.96K $283K
WMT
Walmart Inc.

Consumer Defensive
378
+ 3.0%
$84.5 - $105.05 $31.9K - $39.7K
13K $1.14M
Fidelity Covington Trust
7.1K
New
N/A
7.1K $0
Fidelity Covington Trust
34.5K
New
N/A
34.5K $0
XLI
Industrial Sector Spdr

ETFs
11
+ 0.32%
$128.78 - $141.67 $1.42K - $1.56K
3.41K $444K
DIS
Walt Disney CO

Communication Services
50
+ 2.4%
$96.87 - $114.0 $4.84K - $5.7K
2.14K $210K
ETN
Eaton Corp PLC

Industrials
624
+ 9.29%
$271.83 - $371.23 $170K - $232K
7.34K $2M
Activity Summary
Buys All Purchases 28 New Holdings 5 Increased Positions 23 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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