Wealth Trak Capital Management LLC Incresed Positions in Q1 2025

Wealth Trak Capital Management LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
150
+ 1000.0%
$37.81 - $46.49 $5.67K - $6.97K
165 $7.49M
PGR
Progressive Corp

Financial Services
22
+ 169.23%
$235.61 - $291.22 $5.18K - $6.41K
35 $9.91M
COP
Conocophillips

Energy
63
+ 420.0%
$88.6 - $105.85 $5.58K - $6.67K
78 $8.19M
GLD
Spdr Gold Trust

ETFs
10
+ 12.2%
$243.19 - $288.14 $2.43K - $2.88K
92 $26.5M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 2.29%
$461.52 - $548.18 $2.31K - $2.74K
223 $117M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
+ 520.0%
$208.48 - $244.03 $5.42K - $6.34K
31 $7.57M
MU
Micron Technology Inc

Technology
73
+ 280.77%
$86.89 - $109.38 $6.34K - $7.98K
99 $8.6M
AMAT
Applied Materials Inc

Technology
46
+ 209.09%
$145.06 - $195.51 $6.67K - $8.99K
68 $9.87M
CSCO
Cisco Systems, Inc.

Technology
95
+ 57.58%
$58.74 - $64.87 $5.58K - $6.16K
260 $16M
PLTR
Palantir Technologies Inc.

Technology
61
+ 61.0%
$64.98 - $124.62 $3.96K - $7.6K
161 $13.6M
BSX
Boston Scientific Corp

Healthcare
50
+ 71.43%
$89.38 - $106.18 $4.47K - $5.31K
120 $12.1M
KLAC
Kla Corp

Technology
8
+ 100.0%
$636.62 - $777.63 $5.09K - $6.22K
16 $10.9M
PAYX
Paychex Inc

Industrials
18
+ 8.87%
$136.06 - $154.52 $2.45K - $2.78K
221 $34.1M
Lam Research Corp
75
+ 136.36%
N/A
130 $9.45M
CAT
Caterpillar Inc

Industrials
17
+ 154.55%
$326.75 - $407.63 $5.55K - $6.93K
28 $9.24M
DUK
Duke Energy Corp

Utilities
10
+ 3.62%
$105.87 - $121.97 $1.06K - $1.22K
286 $34.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
50
+ 33.56%
$120.24 - $134.3 $6.01K - $6.72K
199 $24.3M
PLD
Prologis, Inc.

Real Estate
43
+ 122.86%
$103.59 - $124.04 $4.45K - $5.33K
78 $8.72M
INTU
Intuit Inc

Technology
8
+ 80.0%
$555.63 - $630.23 $4.45K - $5.04K
18 $11.1M
AMGN
Amgen Inc

Healthcare
13
+ 100.0%
$258.59 - $327.36 $3.36K - $4.26K
26 $8.1M
CL
Colgate Palmolive CO

Consumer Defensive
50
+ 1000.0%
$85.68 - $97.5 $4.28K - $4.88K
55 $5.15M
UNP
Union Pacific Corp

Industrials
19
+ 79.17%
$225.21 - $254.42 $4.28K - $4.83K
43 $10.2M
FISV
Fiserv Inc

Technology
20
+ 133.33%
N/A
35 $7.73M
T
At&T Inc.

Communication Services
130
+ 81.25%
$21.56 - $28.28 $2.8K - $3.68K
290 $8.2M
CI
Cigna Corp

Healthcare
13
+ 260.0%
$274.49 - $329.0 $3.57K - $4.28K
18 $5.92M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.54%
$123.25 - $162.53 $123 - $163
187 $29.4M
PANW
Palo Alto Networks Inc

Technology
27
+ 150.0%
$167.82 - $208.28 $4.53K - $5.62K
45 $7.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 7.96%
$308.86 - $455.36 $2.78K - $4.1K
122 $43M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 50.0%
$279.74 - $321.29 $3.36K - $3.86K
36 $11.2M
INTC
Intel Corp

Technology
170
+ 147.83%
$19.1 - $27.39 $3.25K - $4.66K
285 $6.47M
MDLZ
Mondelez International, Inc.

Consumer Defensive
60
+ 600.0%
$56.12 - $68.15 $3.37K - $4.09K
70 $4.75M
HWM
Howmet Aerospace Inc.

Industrials
29
+ 193.33%
$110.79 - $139.39 $3.21K - $4.04K
44 $5.71M
QCOM
Qualcomm Inc

Technology
26
+ 72.22%
$151.94 - $175.86 $3.95K - $4.57K
62 $9.52M
D
Dominion Energy, Inc

Utilities
10
+ 0.67%
$52.85 - $57.43 $529 - $574
1.5K $84M
WELL
Welltower Inc.

Real Estate
22
+ 200.0%
$124.05 - $156.86 $2.73K - $3.45K
33 $5.06M
BK
Bank Of New York Mellon Corp

Financial Services
40
+ 114.29%
$75.42 - $88.95 $3.02K - $3.56K
75 $6.29M
PH
Parker Hannifin Corp

Industrials
6
+ 150.0%
$591.65 - $707.05 $3.55K - $4.24K
10 $6.08M
PSX
Phillips 66

Energy
27
+ 168.75%
$113.93 - $131.55 $3.08K - $3.55K
43 $5.31M
ICE
Intercontinental Exchange, Inc.

Financial Services
17
+ 80.95%
$142.8 - $176.36 $2.43K - $3K
38 $6.56M
PFG
Principal Financial Group Inc

Financial Services
40
+ 800.0%
$76.34 - $89.04 $3.05K - $3.56K
45 $3.8M
KEY
Keycorp

Financial Services
215
+ 614.29%
$15.15 - $18.3 $3.26K - $3.93K
250 $4M
Blackrock Inc
4
+ 66.67%
N/A
10 $9.47M
ADP
Automatic Data Processing Inc

Industrials
10
+ 71.43%
$286.85 - $318.64 $2.87K - $3.19K
24 $7.33M
DE
Deere & CO

Industrials
6
+ 66.67%
$408.57 - $509.27 $2.45K - $3.06K
15 $7.04M
C
Citigroup Inc

Financial Services
45
+ 90.0%
$67.23 - $84.63 $3.03K - $3.81K
95 $6.75M
GOOGL
Alphabet Inc.

Communication Services
151
+ 25.9%
$154.33 - $206.19 $23.3K - $31.1K
734 $114M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2
+ 200.0%
$1187.71 - $1432.58 $2.38K - $2.87K
3 $4.3M
SBUX
Starbucks Corp

Consumer Cyclical
30
+ 150.0%
$91.75 - $115.81 $2.75K - $3.47K
50 $4.91M
AEP
American Electric Power CO Inc

Utilities
25
+ 125.0%
$90.32 - $109.27 $2.26K - $2.73K
45 $4.92M
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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