Wealth Trak Capital Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 1036 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $15B, Goldman Sachs Access Treasury with a value of $13.6B, Spdr Ser Tr Fds Spdr Portfolio with a value of $5.14B, Spdr Ser Tr Fds Spdr Portfolio with a value of $4.71B, and Spdr Portfolio with a value of $4.27B.
Examining the 13F form we can see an decrease of $2.22B in the current position value, from $118B to 116B.
Wealth Trak Capital Management LLC is based out at Virginia Beach, VA
Below you can find more details about Wealth Trak Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$116 Billion
ETFs: $97.1 Billion
Technology: $2.14 Billion
Financial Services: $1.04 Billion
Industrials: $956 Million
Consumer Cyclical: $638 Million
Healthcare: $558 Million
Communication Services: $466 Million
Energy: $340 Million
Other: $610 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
