• 13F History

WealthTrak Capital Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$118M
Signature - Title
Ronald C. Whited - Managing Partner
Location
Virginia Beach, VA
Summary
This page shows a list of all the recent 13F filings made by WealthTrak Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WealthTrak Capital Management LLC reported 934 stock holdings with total value $118M as of Q4 2024. Top holdings included SPLG, GBIL, HCMT, RSST, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 934 $118M $0 $0 SPLG, GBIL, HCMT, RSST, SPYG 13F-HR 2/12/2025, 10:48 AM