Fund HoldingsInTrack Investment Management Inc

Total Portfolio Value
$110.11M
Total Bought
$7.64M
Total Sold
$40.26M
Net Transaction
-$32.62M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FIDELITY COVINGTON TRUST
ENHANCED INTL
034,462+34,46201,0260.93%+1,026
ISHARES TR4,2886,038+1,7502,5083,3933.08%+885
VANGUARD INDEX FDS4,9697,627+2,6581,3251,9721.79%+647
ENBRIDGE INC(ENB)013,338+13,33805910.54%+591
LOWES COS INC(LOW)1,1793,650+2,4712968510.77%+555
WASTE MGMT INC DEL(WM)3,8465,807+1,9617971,3441.22%+548
APOLLO GLOBAL MGMT INC(APO)6,83311,364+4,5311,0891,5561.41%+467
MARRIOTT INTL INC NEW(MAR)1,1263,244+2,1183117730.70%+461
DIMENSIONAL ETF TRUST
US TARGETED VLU
06,986+6,98603600.33%+360
TJX COS INC NEW(TJX)5,0507,497+2,4476029130.83%+311
MONDELEZ INTL INC(MDLZ)03,450+3,45002340.21%+234
FIDELITY COVINGTON TRUST
ENH MID COR ETF
07,104+7,10402230.20%+223
DUKE ENERGY CORP NEW(DUK)8,9139,293+3809521,1331.03%+181
APPLIED MATLS INC3,2685,104+1,8365677410.67%+173
CATERPILLAR INC(CAT)3,8084,656+8481,4151,5361.39%+121
EQUINIX INC(EQIX)2,2452,616+3712,0162,1331.94%+117
FIDELITY MERRIMACK STR TR34,79636,148+1,3521,5461,6501.50%+104
EXXON MOBIL CORP05,500+5,50006540.59%+654
SIMON PPTY GROUP INC NEW(SPG)4,7435,500+7578239130.83%+90
ISHARES TR018,042+18,04201,4751.34%+1,475
SHELL PLC(SHEL)7,6827,692+105065640.51%+57
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,0742,479+4054314780.43%+47
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,8552,957+1022732850.26%+13
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
5,4005,40003103210.29%+10
SERVICE CORP INTL(SCI)3,0003,00002312410.22%+10
ZOETIS INC(ZTS)4,8174,870+537928020.73%+10
NUVEEN AMT FREE MUN CR INC F(NVG)80,19380,224+319869930.90%+8
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,7147,621-933723800.34%+7
CRANE COMPANY(CR)1,5571,55702352390.22%+4
ISHARES TR
MSCI USA MIN ETF
3,3853,235-1503003030.28%+3
WALMART INC(WMT)12,61012,988+3781,1451,1401.04%-5
CHUBB LIMITED
COM
2,5682,237-3316826760.61%-6
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,4033,414+114574470.41%-10
DISNEY WALT CO(DIS)2,0872,137+502262110.19%-15
COCA COLA CO(KO)15,21812,976-2,2429449290.84%-15
ISHARES TR2,6002,60003333170.29%-16
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,4296,054-3753243070.28%-18
VANGUARD INDEX FDS1,4551,450-54203990.36%-21
ISHARES TR1,9961,896-1002762410.22%-35
NEXTERA ENERGY INC(NEE)15,67814,475-1,2031,0661,0260.93%-40
INVESCO QQQ TR1,1201,12005665250.48%-40
VANGUARD WORLD FD
INF TECH ETF
71471404353870.35%-48
VANGUARD WORLD FD5,6865,456-2305915340.49%-57
FORTINET INC(FTNT)20,79019,310-1,4801,9231,8591.69%-64
PEPSICO INC(PEP)03,074+3,07404610.42%+461
EPLUS INC(PLUS)4,8504,85003792960.27%-83
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,2612,635-6265744560.41%-118
CARRIER GLOBAL CORPORATION(CARR)19,89319,226-6671,3611,2191.11%-142
SPDR S&P 500 ETF TR(SPY)4,5094,433-762,6252,4802.25%-145
FORD MTR CO(F)000000
BP PLC(BP)14,3817,580-6,8014472560.23%-191
STARBUCKS CORP(SBUX)4,9752,760-2,2154632710.25%-192
EATON VANCE MUNI INCOME TRUS125,661103,652-22,0091,2591,0630.97%-196
SPDR SER TR
ST SHOR CORP ETF
6,7790-6,7792020-202
VANGUARD TAX-MANAGED FDS019,343+19,34309830.89%+983
VANGUARD INTL EQUITY INDEX F000000
MARTIN MARIETTA MATLS INC(MLM)3,4463,270-1761,7841,5641.42%-221
CITIGROUP INC(C)19,41216,739-2,6731,4271,1881.08%-238
AES CORP(AES)20,4280-20,4282420-242
LINDE PLC(LIN)5750-5752460-246
ETF OPPORTUNITIES TRUST
APPLIED FINA VAL
54,67949,575-5,1041,9831,7361.58%-247
MCDONALDS CORP(MCD)6,1094,622-1,4871,7201,4441.31%-276
EATON CORP PLC(ETN)6,7177,341+6242,2851,9961.81%-289
STRYKER CORPORATION(SYK)3,9353,023-9121,4281,1251.02%-302
PROLOGIS INC.(PLD)000000
DOW INC(DOW)7,9450-7,9453180-318
SIMULATIONS PLUS INC28,56520,419-8,1468225010.45%-321
MEDTRONIC PLC(MDT)000000
SERVICENOW INC(NOW)000000
GENERAL MTRS CO(GM)6,6830-6,6833400-340
MERCK & CO INC(MRK)5,6462,299-3,3475632060.19%-356
SPDR S&P MIDCAP 400 ETF TR(MDY)5,0344,772-2622,9032,5462.31%-357
ALPHABET INC(GOOG)9,2769,047-2291,7721,4131.28%-359
SCHLUMBERGER LTD(SLB)9,0970-9,0973630-363
DIGITAL RLTY TR INC(DLR)6,7145,463-1,2511,1677830.71%-385
PROCTER AND GAMBLE CO(PG)12,8209,723-3,0972,0481,6571.50%-391
HILTON WORLDWIDE HLDGS INC(HLT)1,6000-1,6003920-392
XYLEM INC(XYL)000000
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,8670-1,8674140-414
AUTODESK INC3,4582,140-1,3189925600.51%-432
MCKESSON CORP(MCK)4,9403,696-1,2442,9332,4882.26%-446
EMERSON ELEC CO(EMR)5,9691,978-3,9917152170.20%-498
ALPHABET INC(GOOG)5,4803,480-2,0001,0395380.49%-501
GENERAL DYNAMICS CORP(GD)2,0600-2,0605460-546
TESLA INC(TSLA)000000
DANAHER CORPORATION(DHR)9,9698,584-1,3852,3691,7601.60%-609
INTERNATIONAL FLAVORS&FRAGRA(IFF)23,13916,945-6,1941,9361,3151.19%-621
UNITEDHEALTH GROUP INC(UNH)000000
UNILEVER PLC(UL)000000
DELL TECHNOLOGIES INC(DELL)13,5168,071-5,4451,4747360.67%-738
BANK AMERICA CORP32,07317,448-14,6251,4687280.66%-740
CHEVRON CORP NEW(CVX)02,575+2,57504310.39%+431
ACCENTURE PLC IRELAND
SHS CLASS A
2,2460-2,2467840-784
INTERNATIONAL BUSINESS MACHS(IBM)3,9780-3,9788660-866
JPMORGAN CHASE & CO.(JPM)10,0586,615-3,4432,4891,6231.47%-866
AMAZON COM INC(AMZN)13,65611,039-2,6172,9742,1001.91%-873
VERTEX PHARMACEUTICALS INC(VRTX)2,1320-2,1328780-878
PALO ALTO NETWORKS INC(PANW)30,57425,303-5,2715,2154,3183.92%-898
SALESFORCE INC(CRM)5,4593,144-2,3151,7668440.77%-923
ELI LILLY & CO(LLY)4,5162,950-1,5663,3642,4372.21%-927
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