Wealth Trak Capital Management LLC Portfolio Holdings
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,036
- Current Value $116 Billion
- Prior Value $118 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 196 stocks
- Additional Purchases 425 stocks
- Sold out of 0 stocks
- Reduced holdings in 184 stocks