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
BABOEING CO
$52K
VXFVANGUARD INDEX FDS
$52K
ORCLORACLE CORP
$52K
BXBLACKSTONE INC
$51K
AFRMAFFIRM HLDGS INC
$50K
LCTUBLACKROCK ETF TRUST
$49K
CRWDCROWDSTRIKE HLDGS INC
$43K
NKENIKE INC
$43K
JNJJOHNSON & JOHNSON
$42K
ABTABBOTT LABS
$42K
USXFISHARES TR
$40K
RTXRTX CORPORATION
$39K
COMTISHARES U S ETF TR
$37K
SUSCISHARES TR
$37K
ELVELEVANCE HEALTH INC
$37K
EMREMERSON ELEC CO
$36K
DUKDUKE ENERGY CORP NEW
$35K
LLYELI LILLY & CO
$35K
MRKMERCK & CO INC
$35K
PAYXPAYCHEX INC
$34K
DSIISHARES TR
$33K
EAGGISHARES TR
$33K
NEENEXTERA ENERGY INC
$33K
BOTJBANK OF THE JAMES FINL GP IN
$33K
VVISA INC
$32K
GOOGALPHABET INC
$31K
YUMYUM BRANDS INC
$29K
MAMASTERCARD INCORPORATED
$29K
IBMINTERNATIONAL BUSINESS MACHS
$28K
PEPPEPSICO INC
$28K
GQ9SPDR GOLD TR
$27K
RYROYAL BK CDA
$26K
SPTMSPDR SER TR
$26K
ESGUISHARES TR
$24K
AIC3 AI INC
$21K
WFCWELLS FARGO CO NEW
$20K
WMTWALMART INC
$20K
TDOCTELADOC HEALTH INC
$20K
CBCHUBB LIMITED
$20K
SPXUPROSHARES TR
$18K
FFORD MTR CO
$18K
ETENERGY TRANSFER L P
$18K
DLTRDOLLAR TREE INC
$17K
KOCOCA COLA CO
$17K
DMXFISHARES TR
$17K
CSCOCISCO SYS INC
$16K
TMOTHERMO FISHER SCIENTIFIC INC
$15K
4I1PHILIP MORRIS INTL INC
$15K
GEGE AEROSPACE
$15K
CVXCHEVRON CORP NEW
$15K
GDGENERAL DYNAMICS CORP
$14K
PLTRPALANTIR TECHNOLOGIES INC
$14K
HDHOME DEPOT INC
$14K
ESGEISHARES INC
$13K
LINLINDE PLC
$13K
NRKNUVEEN NEW YORK AMT QLT MUNI
$12K
BSXBOSTON SCIENTIFIC CORP
$12K
BBUSJ P MORGAN EXCHANGE TRADED F
$12K
NOCNORTHROP GRUMMAN CORP
$11K
MCDMCDONALDS CORP
$11K
INTUINTUIT
$11K
KLACKLA CORP
$11K
DKNGDRAFTKINGS INC NEW
$10K
UNPUNION PAC CORP
$10K
PGRPROGRESSIVE CORP
$10K
LCTDBLACKROCK ETF TRUST
$10K
AMATAPPLIED MATLS INC
$10K
SLVISHARES SILVER TR
$10K
CRMSALESFORCE INC
$10K
QCOMQUALCOMM INC
$10K
BLKBLACKROCK INC
$9K
LRCXLAM RESEARCH CORP
$9K
CATCATERPILLAR INC
$9K
DWDMORGAN STANLEY
$9K
VRTXVERTEX PHARMACEUTICALS INC
$9K
TXNTEXAS INSTRS INC
$9K
ISRGINTUITIVE SURGICAL INC
$9K
EUSBISHARES TR
$9K
NOKNOKIA CORP
$9K
PLDPROLOGIS INC.
$9K
FTNTFORTINET INC
$9K
BEBLOOM ENERGY CORP
$9K
MUMICRON TECHNOLOGY INC
$9K
YUMCYUM CHINA HLDGS INC
$9K
TJXTJX COS INC NEW
$8K
TMUST-MOBILE US INC
$8K
TAT&T INC
$8K
COPCONOCOPHILLIPS
$8K
AMGNAMGEN INC
$8K
AMTAMERICAN TOWER CORP NEW
$8K
FISVFISERV INC
$8K
PANWPALO ALTO NETWORKS INC
$8K
MRSHMARSH & MCLENNAN COS INC
$8K
BACVERIZON COMMUNICATIONS INC
$7K
VRSKVERISK ANALYTICS INC
$7K
ADPAUTOMATIC DATA PROCESSING IN
$7K
GBTCGRAYSCALE BITCOIN TRUST ETF
$7K
XETYXEATON VANCE TAX-MANAGED DIVE
$7K
DEDEERE & CO
$7K
DISDISNEY WALT CO
$7K
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