Wealth Trak Capital Management LLC New Holdings in Q4 2024

Wealth Trak Capital Management LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
633
New
$73.36 - $89.13 $46.4K - $56.4K
633 $47.9M
Old Point Finl Corp
1.8K
New
N/A
1.8K $46.9M
RTX
Raytheon Technologies Corp

Industrials
401
New
$114.45 - $127.21 $45.9K - $51K
401 $46.4M
PG
Procter & Gamble CO

Consumer Defensive
270
New
$161.05 - $179.7 $43.5K - $48.5K
270 $45.3M
META
Meta Platforms, Inc.

Communication Services
74
New
$554.08 - $632.68 $41K - $46.8K
74 $43.3M
ABBV
Abb Vie Inc.

Healthcare
240
New
$164.99 - $203.87 $39.6K - $48.9K
240 $42.6M
USXF
Ishares Esg Advanced Msci Usa

Technology
794
New
$48.45 - $52.57 $38.5K - $41.7K
794 $39.5M
EMR
Emerson Electric CO

Industrials
314
New
$108.13 - $134.33 $34K - $42.2K
314 $38.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
113
New
$275.15 - $388.2 $31.1K - $43.9K
113 $38.7M
GOOG
Alphabet Inc.

Communication Services
200
New
$163.08 - $198.16 $32.6K - $39.6K
200 $38.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
326
New
$107.41 - $115.71 $35K - $37.7K
326 $35.9M
MRK
Merck & Co., Inc.

Healthcare
355
New
$96.31 - $114.76 $34.2K - $40.7K
355 $35.3M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.49K
New
$22.65 - $23.8 $33.7K - $35.4K
1.49K $33.8M
BOTJ
Bank Of The James Financial Group Inc

Financial Services
2.2K
New
$12.6 - $16.49 $27.7K - $36.3K
2.2K $33.7M
NEE
Nextera Energy Inc

Utilities
466
New
$69.77 - $85.43 $32.5K - $39.8K
466 $33.4M
AI
C3.Ai, Inc.

Technology
960
New
$22.6 - $42.94 $21.7K - $41.2K
960 $33.1M
DUK
Duke Energy Corp

Utilities
276
New
$105.76 - $120.76 $29.2K - $33.3K
276 $29.7M
ELV
Elevance Health, Inc.

Healthcare
78
New
$365.96 - $514.62 $28.5K - $40.1K
78 $28.8M
PAYX
Paychex Inc

Industrials
203
New
$135.86 - $148.73 $27.6K - $30.2K
203 $28.5M
RY
Royal Bank Of Canada

Financial Services
235
New
$119.72 - $128.02 $28.1K - $30.1K
235 $28.3M
ABT
Abbott Laboratories

Healthcare
250
New
$111.93 - $119.39 $28K - $29.8K
250 $28.3M
PEP
Pepsico Inc

Consumer Defensive
181
New
$151.29 - $176.1 $27.4K - $31.9K
181 $27.5M
FOXA
Fox Corp

Communication Services
537
New
$41.35 - $49.99 $22.2K - $26.8K
537 $26.1M
JNJ
Johnson & Johnson

Healthcare
179
New
$143.34 - $165.86 $25.7K - $29.7K
179 $25.9M
YUM
Yum Brands Inc

Consumer Cyclical
186
New
$130.36 - $139.54 $24.2K - $26K
186 $25M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
383
New
$64.62 - $71.43 $24.7K - $27.4K
383 $24.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
491
New
$46.33 - $48.6 $22.7K - $23.9K
491 $22.8M
STT
State Street Corp

Financial Services
211
New
$85.96 - $100.78 $18.1K - $21.3K
211 $20.7M
IBM
International Business Machines Corp

Technology
91
New
$204.9 - $238.04 $18.6K - $21.7K
91 $20M
GLD
Spdr Gold Trust

ETFs
82
New
$236.59 - $257.5 $19.4K - $21.1K
82 $19.9M
CFG
Citizens Financial Group Inc

Financial Services
450
New
$39.92 - $48.46 $18K - $21.8K
450 $19.7M
LLY
Eli Lilly & CO

Healthcare
25
New
$727.2 - $932.06 $18.2K - $23.3K
25 $19.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
149
New
$124.61 - $133.96 $18.6K - $20K
149 $19.2M
ET
Energy Transfer LP

Energy
960
New
$16.05 - $19.86 $15.4K - $19.1K
960 $18.8M
VRSK
Verisk Analytics, Inc.

Industrials
68
New
$262.86 - $294.75 $17.9K - $20K
68 $18.7M
MA
Mastercard Inc

Financial Services
35
New
$491.3 - $536.15 $17.2K - $18.8K
35 $18.4M
BA
Boeing CO

Industrials
101
New
$138.14 - $180.72 $14K - $18.3K
101 $17.9M
CB
Chubb LTD

Financial Services
64
New
$271.57 - $301.89 $17.4K - $19.3K
64 $17.7M
VIG
Vanguard Dividend Appreciation

ETFs
88
New
N/A
88 $17.2M
DLTR
Dollar Tree, Inc.

Consumer Defensive
225
New
$61.21 - $76.19 $13.8K - $17.1K
225 $16.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
31
New
$501.29 - $612.85 $15.5K - $19K
31 $16.1M
F
Ford Motor CO

Consumer Cyclical
1.62K
New
$9.69 - $11.4 $15.6K - $18.4K
1.62K $16M
HD
Home Depot, Inc.

Consumer Cyclical
41
New
$385.02 - $431.37 $15.8K - $17.7K
41 $15.9M
V
Visa Inc.

Financial Services
49
New
$273.87 - $320.91 $13.4K - $15.7K
49 $15.5M
MPC
Marathon Petroleum Corp

Energy
105
New
$131.65 - $174.84 $13.8K - $18.4K
105 $14.6M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
946
New
$14.38 - $15.35 $13.6K - $14.5K
946 $14.1M
CRM
Salesforce, Inc.

Technology
41
New
$270.87 - $367.87 $11.1K - $15.1K
41 $13.7M
NTAP
Net App, Inc.

Technology
114
New
$115.31 - $131.11 $13.1K - $14.9K
114 $13.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
384
New
$33.39 - $37.66 $12.8K - $14.5K
384 $12.8M
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
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