Wealth Trak Capital Management LLC Purchases in Q4 2024

Wealth Trak Capital Management LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBEM
Xtrackers Msci Emerging Market

ETFs
16.4K
New
$24.89 - $27.32 $409K - $449K
16.4K $409M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.21K
New
$89.97 - $98.59 $379K - $415K
4.21K $400M
AVGO
Broadcom Inc.

Technology
1.66K
New
$159.67 - $250.0 $265K - $415K
1.66K $384M
UPS
United Parcel Service Inc

Industrials
2.89K
New
$122.65 - $138.35 $354K - $400K
2.89K $364M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.29K
New
$264.18 - $304.19 $340K - $392K
1.29K $361M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.81K
New
$74.5 - $78.37 $358K - $377K
4.81K $360M
BAC
Bank Of America Corp

Financial Services
7.88K
New
$39.22 - $47.77 $309K - $376K
7.88K $346M
VBR
Vanguard Small Cap Value ETF

ETFs
1.73K
New
$197.36 - $217.3 $342K - $376K
1.73K $343M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.36K
New
$40.06 - $45.21 $335K - $378K
8.36K $340M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.35K
New
$46.07 - $48.17 $339K - $354K
7.35K $339M
Blackrock ETF Trust Ii
6.07K
New
N/A
6.07K $316M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4.23K
New
$73.19 - $81.02 $310K - $343K
4.23K $314M
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.3K
New
$26.05 - $29.17 $293K - $329K
11.3K $295M
IEMG
Ishares Inc

ETFs
4.82K
New
N/A
4.82K $251M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
4.85K
New
$46.67 - $47.99 $226K - $233K
4.85K $227M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.53K
New
$87.1 - $98.49 $220K - $249K
2.53K $221M
XOM
Exxon Mobil Corp

Energy
2.05K
New
$105.51 - $125.37 $217K - $257K
2.05K $221M
TSLA
Tesla, Inc.

Consumer Cyclical
466
New
$213.65 - $479.86 $99.6K - $224K
466 $188M
SPY
Spdr S&P 500 ETF Trust

ETFs
304
New
$567.81 - $607.81 $173K - $185K
304 $178M
NVDA
Nvidia Corp

Technology
1.31K
New
$117.0 - $148.88 $153K - $195K
1.31K $176M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.84K
New
$94.77 - $97.36 $174K - $179K
1.84K $176M
NFLX
Netflix Inc

Communication Services
189
New
$687.65 - $936.56 $130K - $177K
189 $168M
IFRA
Ishares Tr

ETFs
3.21K
New
$45.94 - $51.71 $147K - $166K
3.21K $148M
NSC
Norfolk Southern Corp

Industrials
600
New
$230.6 - $277.0 $138K - $166K
600 $141M
AMZN
Amazon Com Inc

Consumer Cyclical
625
New
$180.88 - $232.93 $113K - $146K
625 $137M
JPM
Jpmorgan Chase & CO

Financial Services
567
New
$205.18 - $250.29 $116K - $142K
567 $136M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.51K
New
$49.63 - $50.41 $125K - $127K
2.51K $125M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.47K
New
$50.02 - $51.24 $124K - $127K
2.47K $124M
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.66K
New
$45.83 - $48.07 $122K - $128K
2.66K $122M
LMT
Lockheed Martin Corp

Industrials
250
New
$479.66 - $614.62 $120K - $154K
250 $121M
GLDM
World Gold Trust

ETFs
2.27K
New
$50.76 - $55.23 $115K - $126K
2.27K $118M
GOOGL
Alphabet Inc.

Communication Services
583
New
$161.86 - $196.66 $94.4K - $115K
583 $110M
UNH
Unitedhealth Group Inc

Healthcare
218
New
$485.52 - $625.25 $106K - $136K
218 $110M
MEAR
Blackrock Short Maturity Munic

ETFs
2.1K
New
$49.94 - $50.28 $105K - $106K
2.1K $105M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
180
New
$442.29 - $483.08 $79.6K - $87K
180 $81.6M
D
Dominion Energy, Inc

Utilities
1.49K
New
$52.63 - $60.92 $78.3K - $90.6K
1.49K $80.1M
COIN
Coinbase Global, Inc.

Technology
303
New
$163.17 - $343.62 $49.4K - $104K
303 $75.2M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
5.15K
New
$10.17 - $14.73 $52.4K - $75.9K
5.15K $70.7M
AFRM
Affirm Holdings, Inc.

Technology
1.11K
New
$38.48 - $72.86 $42.7K - $80.9K
1.11K $67.6M
COST
Costco Wholesale Corp

Consumer Defensive
73
New
$873.59 - $994.69 $63.8K - $72.6K
73 $66.9M
IP
International Paper CO

Consumer Cyclical
1.2K
New
$46.64 - $59.57 $55.9K - $71.4K
1.2K $64.5M
ORCL
Oracle Corp

Technology
374
New
$165.41 - $192.43 $61.9K - $72K
374 $62.3M
BX
Blackstone Inc.

Financial Services
355
New
$148.45 - $199.05 $52.7K - $70.7K
355 $61.2M
STXD
Ea Ser Tr Strive 1000 Divid Gr
1.87K
New
N/A
1.87K $60.9M
VXF
Vanguard Extended Market ETF

ETFs
302
New
$179.17 - $207.15 $54.1K - $62.6K
302 $57.4M
DRLL
Ea Ser Tr Strive U S Energy Et
2.1K
New
N/A
2.1K $57.3M
UBER
Uber Technologies, Inc

Technology
929
New
$59.93 - $86.34 $55.7K - $80.2K
929 $56M
WMT
Walmart Inc.

Consumer Defensive
582
New
$79.1 - $95.7 $46K - $55.7K
582 $52.6M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
816
New
$62.07 - $66.61 $50.6K - $54.4K
816 $52.3M
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
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