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
VLO
Valero Energy Corp

Energy
10
+ 333.33%
$121.76 - $142.99 $1.22K - $1.43K
13 $1.72M
LYV
Live Nation Entertainment, Inc.

Communication Services
10
+ 25.64%
$115.79 - $154.66 $1.16K - $1.55K
49 $6.4M
DCI
Donaldson CO Inc

Industrials
20
New
$66.51 - $72.28 $1.33K - $1.45K
20 $1.34M
EXR
Extra Space Storage Inc.

Real Estate
9
+ 112.5%
$143.8 - $161.28 $1.29K - $1.45K
17 $2.53M
ECL
Ecolab Inc.

Basic Materials
5
+ 166.67%
$229.72 - $269.82 $1.15K - $1.35K
8 $2.03M
KEYS
Keysight Technologies, Inc.

Technology
9
+ 450.0%
$148.16 - $185.11 $1.33K - $1.67K
11 $1.65M
WEC
Wec Energy Group, Inc.

Utilities
10
+ 66.67%
$92.12 - $108.98 $921 - $1.09K
25 $2.73M
NVT
N Vent Electric PLC

Industrials
25
New
$52.42 - $75.4 $1.31K - $1.89K
25 $1.31M
FTNT
Fortinet, Inc.

Technology
12
+ 15.38%
$92.49 - $114.57 $1.11K - $1.37K
90 $8.67M
FIX
Comfort Systems Usa Inc

Industrials
4
New
$313.26 - $550.27 $1.25K - $2.2K
4 $1.29M
COF
Capital One Financial Corp

Financial Services
7
+ 29.17%
$163.87 - $209.82 $1.15K - $1.47K
31 $5.56M
O
Realty Income Corp

Real Estate
20
+ 80.0%
$51.67 - $58.49 $1.03K - $1.17K
45 $2.61M
MAA
Mid America Apartment Communities Inc.

Real Estate
7
+ 100.0%
$146.9 - $170.92 $1.03K - $1.2K
14 $2.35M
ROP
Roper Technologies Inc

Industrials
2
+ 200.0%
$502.71 - $593.81 $1.01K - $1.19K
3 $1.77M
CCI
Crown Castle International Corp

Real Estate
10
+ 66.67%
$84.33 - $106.39 $843 - $1.06K
25 $2.61M
OTIS
Otis Worldwide Corp

Industrials
10
+ 50.0%
$90.77 - $104.01 $908 - $1.04K
30 $3.1M
BC
Brunswick Corp

Consumer Cyclical
25
+ 250.0%
$53.49 - $70.51 $1.34K - $1.76K
35 $1.89M
NWSA
News Corp

Communication Services
45
New
$26.29 - $30.49 $1.18K - $1.37K
45 $1.23M
HII
Huntington Ingalls Industries, Inc.

Industrials
6
New
$159.75 - $208.61 $959 - $1.25K
6 $1.23M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
15
New
$80.4 - $106.5 $1.21K - $1.6K
15 $1.21M
AKAM
Akamai Technologies Inc

Technology
15
New
N/A
15 $1.21M
HSY
Hershey CO

Consumer Defensive
7
+ 700.0%
$144.74 - $186.36 $1.01K - $1.3K
8 $1.37M
MCK
Mckesson Corp

Healthcare
1
+ 20.0%
$566.21 - $672.99 $566 - $673
6 $4.04M
ALGN
Align Technology Inc

Healthcare
8
+ 400.0%
$158.86 - $234.89 $1.27K - $1.88K
10 $1.59M
TYL
Tyler Technologies Inc

Technology
2
New
$553.41 - $646.74 $1.11K - $1.29K
2 $1.16M
WDAY
Workday, Inc.

Technology
6
+ 60.0%
$233.53 - $277.82 $1.4K - $1.67K
16 $3.74M
MSTR
Microstrategy Inc

Technology
4
+ 100.0%
$239.27 - $396.5 $957 - $1.59K
8 $2.31M
KKR
Kkr & Co. Inc.

Financial Services
18
+ 62.07%
$108.17 - $167.07 $1.95K - $3.01K
47 $5.43M
XEL
Xcel Energy Inc

Utilities
15
+ 60.0%
$63.37 - $72.1 $951 - $1.08K
40 $2.83M
SPGI
S&P Global Inc.

Financial Services
2
+ 18.18%
$478.26 - $543.77 $957 - $1.09K
13 $6.61M
EVR
Evercore Inc.

Financial Services
6
+ 600.0%
$190.28 - $291.27 $1.14K - $1.75K
7 $1.4M
VMC
Vulcan Materials CO

Basic Materials
5
+ 250.0%
$220.9 - $277.54 $1.1K - $1.39K
7 $1.63M
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 44.44%
$221.46 - $244.83 $886 - $979
13 $3.15M
FANG
Diamondback Energy, Inc.

Energy
7
+ 233.33%
$139.9 - $180.18 $979 - $1.26K
10 $1.6M
ZM
Zoom Video Communications, Inc.

Technology
15
New
$72.23 - $88.64 $1.08K - $1.33K
15 $1.11M
IRM
Iron Mountain Inc

Real Estate
15
+ 150.0%
$82.79 - $111.31 $1.24K - $1.67K
25 $2.15M
LKQ
Lkq Corp

Consumer Cyclical
25
+ 500.0%
$36.24 - $44.05 $906 - $1.1K
30 $1.28M
FTV
Fortive Corp

Technology
15
+ 150.0%
$71.82 - $82.98 $1.08K - $1.24K
25 $1.83M
GPN
Global Payments Inc

Industrials
12
+ 150.0%
$92.18 - $113.03 $1.11K - $1.36K
20 $1.96M
PNFP
Pinnacle Financial Partners Inc

Financial Services
10
New
$99.42 - $126.15 $994 - $1.26K
10 $1.06M
WSM
Williams Sonoma Inc

Consumer Cyclical
7
+ 350.0%
$158.1 - $217.71 $1.11K - $1.52K
9 $1.42M
IR
Ingersoll Rand Inc.

Industrials
15
+ 100.0%
$79.44 - $94.23 $1.19K - $1.41K
30 $2.4M
HAS
Hasbro, Inc.

Consumer Cyclical
15
+ 75.0%
$56.16 - $69.06 $842 - $1.04K
35 $2.15M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 35.29%
$221.78 - $273.45 $1.33K - $1.64K
23 $5.23M
PPL
Ppl Corp

Utilities
25
+ 71.43%
$31.68 - $36.11 $792 - $903
60 $2.17M
CG
Carlyle Group Inc.

Financial Services
25
+ 250.0%
$40.03 - $56.96 $1K - $1.42K
35 $1.53M
DELL
Dell Technologies Inc.

Technology
14
+ 127.27%
$90.34 - $124.66 $1.26K - $1.75K
25 $2.28M
MDT
Medtronic PLC

Healthcare
10
+ 100.0%
$79.84 - $94.5 $798 - $945
20 $1.8M
BRO
Brown & Brown, Inc.

Financial Services
8
New
$100.54 - $124.4 $804 - $995
8 $996K
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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