WealthTrak Capital Management LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$116.0M

Holdings

973

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (973 positions)

StockValue
SPYMSPDR SER TR
$15.0M
GBILGOLDMAN SACHS ETF TR
$13.6M
SPEMSPDR INDEX SHS FDS
$5.1M
SPDWSPDR INDEX SHS FDS
$4.7M
SPYGSPDR SER TR
$4.3M
RSSTTIDAL TR II
$4.1M
HCMTDIREXION SHS ETF TR
$3.9M
IEFISHARES TR
$3.8M
AAAUGOLDMAN SACHS PHYSICAL GOLD
$3.5M
SPYVSPDR SER TR
$3.4M
SPABSPDR SER TR
$2.9M
BILSPDR SER TR
$2.8M
USRTISHARES TR
$2.3M
VTVVANGUARD INDEX FDS
$2.2M
COWZPACER FDS TR
$2.1M
DYFIETF OPPORTUNITIES TRUST
$1.9M
VOOVANGUARD INDEX FDS
$1.7M
QUALISHARES TR
$1.6M
ONEQFIDELITY COMWLTH TR
$1.5M
IVWISHARES TR
$1.5M
SHVISHARES TR
$1.4M
DYNFBLACKROCK ETF TRUST
$1.3M
RSBTTIDAL TR II
$1.3M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.2M
ARKKARK ETF TR
$1.1M
IVEISHARES TR
$1.1M
VEAVANGUARD TAX-MANAGED FDS
$1.1M
IUSBISHARES TR
$1.1M
SPGPINVESCO EXCHANGE TRADED FD T
$1.0M
EFVISHARES TR
$949K
SCHZSCHWAB STRATEGIC TR
$930K
USHYISHARES TR
$880K
EMBISHARES TR
$870K
AAPLAPPLE INC
$731K
FNDFSCHWAB STRATEGIC TR
$610K
VOVANGUARD INDEX FDS
$599K
EFGISHARES TR
$578K
VOEVANGUARD INDEX FDS
$544K
SPTSSPDR SER TR
$533K
VTIPVANGUARD MALVERN FDS
$521K
EMXCISHARES INC
$467K
IYWISHARES TR
$466K
IEMGISHARES INC
$459K
MBBISHARES TR
$408K
IMCGISHARES TR
$401K
KLMNINVESCO EXCH TRADED FD TR II
$399K
DBEMDBX ETF TR
$399K
XLGINVESCO EXCHANGE TRADED FD T
$379K
VUGVANGUARD INDEX FDS
$378K
BIVVANGUARD BD INDEX FDS
$365K
XLRESELECT SECTOR SPDR TR
$350K
MSFTMICROSOFT CORP
$346K
JCPBJ P MORGAN EXCHANGE TRADED F
$336K
BACBANK AMERICA CORP
$333K
BINCBLACKROCK ETF TRUST II
$326K
VCSHVANGUARD SCOTTSDALE FDS
$323K
UPSUNITED PARCEL SERVICE INC
$317K
XTENBONDBLOXX ETF TRUST
$310K
VBKVANGUARD INDEX FDS
$307K
VBRVANGUARD INDEX FDS
$306K
IMCVISHARES TR
$297K
AVGOBROADCOM INC
$293K
SPIBSPDR SER TR
$287K
GLDMWORLD GOLD TR
$266K
XOMEXXON MOBIL CORP
$250K
HEFAISHARES TR
$238K
JCPIJ P MORGAN EXCHANGE TRADED F
$232K
SPTLSPDR SER TR
$201K
NFLXNETFLIX INC
$186K
NVDANVIDIA CORPORATION
$184K
JNKSPDR SER TR
$175K
SPYSPDR S&P 500 ETF TR
$156K
AMZNAMAZON COM INC
$151K
JPMJPMORGAN CHASE & CO.
$146K
NSCNORFOLK SOUTHN CORP
$144K
TSLATESLA INC
$127K
FLTBFIDELITY MERRIMACK STR TR
$126K
UITBVICTORY PORTFOLIOS II
$125K
BNDXVANGUARD CHARLOTTE FDS
$125K
JMUBJ P MORGAN EXCHANGE TRADED F
$124K
BRK/BBERKSHIRE HATHAWAY INC DEL
$123K
UNHUNITEDHEALTH GROUP INC
$117K
GOOGLALPHABET INC
$114K
LMTLOCKHEED MARTIN CORP
$111K
MEARISHARES U S ETF TR
$106K
VTIVANGUARD INDEX FDS
$106K
DDOMINION ENERGY INC
$84K
COSTCOSTCO WHSL CORP NEW
$82K
UBERUBER TECHNOLOGIES INC
$76K
METAMETA PLATFORMS INC
$69K
SPHYSPDR SER TR
$66K
ABBVABBVIE INC
$64K
STXDEA SERIES TRUST
$60K
DRLLEA SERIES TRUST
$60K
IPINTERNATIONAL PAPER CO
$59K
PGPROCTER AND GAMBLE CO
$55K
RSIRUSH STREET INTERACTIVE INC
$55K
OPOFOLD PT FINANCIAL CORPORATION
$54K
IBITISHARES BITCOIN TRUST ETF
$53K
COINCOINBASE GLOBAL INC
$53K
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