Wealth Trak Capital Management LLC Purchases in Q1 2025

Wealth Trak Capital Management LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
9
+ 150.0%
$283.06 - $421.16 $2.55K - $3.79K
15 $4.25M
KMX
Carmax Inc

Consumer Cyclical
25
New
$69.25 - $89.19 $1.73K - $2.23K
25 $1.95M
CB
Chubb LTD

Financial Services
1
+ 1.56%
$257.71 - $301.99 $258 - $302
65 $19.6M
ES
Eversource Energy

Utilities
30
+ 300.0%
$55.63 - $63.8 $1.67K - $1.91K
40 $2.49M
Kenvue Inc
75
+ 250.0%
N/A
105 $2.52M
TTWO
Take Two Interactive Software Inc

Communication Services
8
+ 88.89%
$178.61 - $217.95 $1.43K - $1.74K
17 $3.52M
WM
Waste Management Inc

Industrials
6
+ 37.5%
$200.54 - $233.78 $1.2K - $1.4K
22 $5.09M
ADI
Analog Devices Inc

Technology
10
+ 66.67%
$201.56 - $243.82 $2.02K - $2.44K
25 $5.04M
PODD
Insulet Corp

Healthcare
7
+ 116.67%
$237.06 - $288.29 $1.66K - $2.02K
13 $3.41M
FICO
Fair Isaac Corp

Technology
1
New
$1695.35 - $2030.47 $1.7K - $2.03K
1 $1.85M
AON
Aon PLC

Financial Services
4
+ 80.0%
$348.44 - $409.32 $1.39K - $1.64K
9 $3.59M
PSA
Public Storage

Real Estate
6
+ 120.0%
$288.99 - $313.98 $1.73K - $1.88K
11 $3.29M
EQR
Equity Residential

Real Estate
25
+ 250.0%
$66.98 - $75.02 $1.67K - $1.88K
35 $2.51M
CSGP
Costar Group, Inc.

Real Estate
20
+ 80.0%
$69.29 - $80.37 $1.39K - $1.61K
45 $3.57M
SLB
Schlumberger Limited

Energy
40
+ 133.33%
$38.4 - $43.74 $1.54K - $1.75K
70 $2.93M
EW
Edwards Lifesciences Corp

Healthcare
25
+ 62.5%
$67.95 - $76.19 $1.7K - $1.9K
65 $4.71M
NTNX
Nutanix, Inc.

Technology
25
New
$61.28 - $77.44 $1.53K - $1.94K
25 $1.75M
LEN
Lennar Corp

Consumer Cyclical
15
New
$113.93 - $141.54 $1.71K - $2.12K
15 $1.72M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 27.27%
$275.89 - $345.24 $828 - $1.04K
14 $4.83M
FCX
Freeport Mcmoran Inc

Basic Materials
45
+ 150.0%
$34.5 - $43.01 $1.55K - $1.94K
75 $2.84M
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 400.0%
$406.29 - $469.04 $1.63K - $1.88K
5 $2.1M
URI
United Rentals, Inc.

Industrials
3
+ 100.0%
$594.17 - $789.56 $1.78K - $2.37K
6 $3.76M
HUM
Humana Inc

Healthcare
6
+ 200.0%
$249.11 - $303.11 $1.49K - $1.82K
9 $2.38M
KMB
Kimberly Clark Corp

Consumer Defensive
10
+ 62.5%
$124.46 - $147.4 $1.24K - $1.47K
26 $3.7M
EXC
Exelon Corp

Utilities
30
+ 120.0%
$37.3 - $46.08 $1.12K - $1.38K
55 $2.54M
GLW
Corning Inc

Technology
35
+ 233.33%
$44.91 - $54.25 $1.57K - $1.9K
50 $2.29M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
45
+ 300.0%
$30.38 - $34.94 $1.37K - $1.57K
60 $2.05M
KR
Kroger CO

Consumer Defensive
20
+ 66.67%
$58.36 - $67.72 $1.17K - $1.35K
50 $3.39M
WRB
Berkley W R Corp

Financial Services
20
+ 200.0%
$56.7 - $71.27 $1.13K - $1.43K
30 $2.14M
MKSI
Mks Instruments Inc

Technology
19
New
$78.89 - $122.69 $1.5K - $2.33K
19 $1.52M
VICI
Vici Properties Inc.

Real Estate
45
+ 300.0%
$28.21 - $32.68 $1.27K - $1.47K
60 $1.96M
HCA
Hca Healthcare, Inc.

Healthcare
4
+ 133.33%
$296.7 - $345.55 $1.19K - $1.38K
7 $2.42M
SLV
I Shares Silver Trust

ETFs
1
+ 0.32%
$26.93 - $31.32 $26.9 - $31.3
315 $9.76M
CME
Cme Group Inc.

Financial Services
4
+ 30.77%
$225.82 - $266.54 $903 - $1.07K
17 $4.51M
OKE
Oneok Inc

Energy
15
+ 150.0%
$89.57 - $109.85 $1.34K - $1.65K
25 $2.48M
ITW
Illinois Tool Works Inc

Industrials
6
+ 300.0%
$244.9 - $274.48 $1.47K - $1.65K
8 $1.99M
WAT
Waters Corp

Healthcare
4
+ 133.33%
$362.16 - $417.28 $1.45K - $1.67K
7 $2.58M
AFL
Aflac Inc

Financial Services
12
+ 70.59%
$100.99 - $111.19 $1.21K - $1.33K
29 $3.23M
BIO
Bio Rad Laboratories, Inc.

Healthcare
6
New
$243.0 - $367.0 $1.46K - $2.2K
6 $1.46M
MANH
Manhattan Associates Inc

Technology
9
+ 900.0%
$163.5 - $295.1 $1.47K - $2.66K
10 $1.73M
XYL
Xylem Inc.

Industrials
12
+ 171.43%
$114.02 - $132.04 $1.37K - $1.58K
19 $2.27M
PFE
Pfizer Inc

Healthcare
65
+ 35.14%
$25.01 - $27.13 $1.63K - $1.76K
250 $6.34M
TFC
Truist Financial Corp

Financial Services
35
+ 350.0%
$39.48 - $48.15 $1.38K - $1.69K
45 $1.85M
WDC
Western Digital Corp

Technology
35
New
$40.43 - $72.03 $1.42K - $2.52K
35 $1.42M
NOC
Northrop Grumman Corp

Industrials
1
+ 4.76%
$433.45 - $513.82 $433 - $514
22 $11.3M
CTVA
Corteva, Inc.

Basic Materials
20
+ 80.0%
$55.94 - $66.15 $1.12K - $1.32K
45 $2.83M
DHI
Horton D R Inc

Consumer Cyclical
12
+ 120.0%
$125.29 - $147.65 $1.5K - $1.77K
22 $2.8M
DOV
Dover Corp

Industrials
8
+ 200.0%
$174.65 - $206.43 $1.4K - $1.65K
12 $2.11M
CRL
Charles River Laboratories International, Inc.

Healthcare
9
New
$150.52 - $190.14 $1.35K - $1.71K
9 $1.36M
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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