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Size ($ in 1000's)
At 03/31/2024: $134,752
At 12/31/2023: $133,207
InTrack Investment Management Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from InTrack Investment Management Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the InTrack Investment Management Inc top holdings by largest position size, as per the latest 13f filing made by InTrack Investment Management Inc.
In the InTrack Investment Management Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by InTrack Investment Management Inc in that top holding, then the share count change between reporting periods, and finally the InTrack Investment Management Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
22,123 |
+1,207 |
$9,307 | | MSFT | 22,123 | +1,207 | $9,307 | | VANGUARD INDEX FDS (VOO) |
18,771 |
+241 |
$9,023 | | VOO | 18,771 | +241 | $9,023 | | PALO ALTO NETWORKS INC |
17,128 |
-933 |
$4,867 | | PANW | 17,128 | -933 | $4,867 | | APPLE INC |
24,147 |
-446 |
$4,141 | | AAPL | 24,147 | -446 | $4,141 | | ISHARES TR (EFA) |
36,327 |
-70 |
$2,901 | | EFA | 36,327 | -70 | $2,901 | | ELI LILLY & CO |
3,653 |
-425 |
$2,842 | | LLY | 3,653 | -425 | $2,842 | | SPDR S&P 500 ETF TR (SPY) |
5,238 |
-5 |
$2,740 | | SPY | 5,238 | -5 | $2,740 | | AMAZON COM INC |
14,473 |
-1,125 |
$2,611 | | AMZN | 14,473 | -1,125 | $2,611 | | NVIDIA CORPORATION |
2,723 |
-1,439 |
$2,461 | | NVDA | 2,723 | -1,439 | $2,461 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
3,945 |
-3 |
$2,195 | | MDY | 3,945 | -3 | $2,195 | | CHEVRON CORP NEW |
12,981 |
+249 |
$2,048 | | CVX | 12,981 | +249 | $2,048 |  BERKSHIRE HATHAWAY INC DEL |
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$1,889 | | BRK.B | 4,493 | +53 | $1,889 | | ISHARES TR (GVI) |
16,983 |
-24,631 |
$1,766 | | GVI | 16,983 | -24,631 | $1,766 | | PROCTER AND GAMBLE CO |
10,766 |
-375 |
$1,747 | | PG | 10,766 | -375 | $1,747 | | EXXON MOBIL CORP |
15,016 |
-2,295 |
$1,745 | | XOM | 15,016 | -2,295 | $1,745 | | PALANTIR TECHNOLOGIES INC |
74,364 |
+20,923 |
$1,711 | | PLTR | 74,364 | +20,923 | $1,711 | | ISHARES TR (IVV) |
3,238 |
+128 |
$1,702 | | IVV | 3,238 | +128 | $1,702 | | DANAHER CORPORATION |
6,806 |
-651 |
$1,700 | | DHR | 6,806 | -651 | $1,700 | | FORTINET INC |
24,015 |
-2,888 |
$1,640 | | FTNT | 24,015 | -2,888 | $1,640 | | SALESFORCE INC |
5,144 |
+125 |
$1,549 | | CRM | 5,144 | +125 | $1,549 | | ETF OPPORTUNITIES TRUST (VSLU) |
46,705 |
+6,087 |
$1,522 | | VSLU | 46,705 | +6,087 | $1,522 | | BANK AMERICA CORP |
39,651 |
-2,783 |
$1,504 | | BAC | 39,651 | -2,783 | $1,504 | | BUNGE GLOBAL SA |
14,621 |
+4,755 |
$1,499 | | BG | 14,621 | +4,755 | $1,499 | | NUVEEN AMT FREE MUN CR INC F |
123,045 |
+31,476 |
$1,495 | | NVG | 123,045 | +31,476 | $1,495 | | BROOKFIELD RENEWABLE CORP |
60,791 |
+20,645 |
$1,494 | | BEPC | 60,791 | +20,645 | $1,494 | | ABBOTT LABS |
12,688 |
-1,008 |
$1,442 | | ABT | 12,688 | -1,008 | $1,442 | | VANGUARD TAX MANAGED FDS (VEA) |
28,357 |
-62 |
$1,423 | | VEA | 28,357 | -62 | $1,423 | | UNILEVER PLC |
27,952 |
+13,633 |
$1,403 | | UL | 27,952 | +13,633 | $1,403 | | PEPSICO INC |
7,722 |
-103 |
$1,351 | | PEP | 7,722 | -103 | $1,351 | | DOW INC |
23,053 |
+670 |
$1,335 | | DOW | 23,053 | +670 | $1,335 | | DELTA AIR LINES INC DEL |
27,465 |
-1,379 |
$1,315 | | DAL | 27,465 | -1,379 | $1,315 | | DIGITAL RLTY TR INC |
8,974 |
-1,350 |
$1,293 | | DLR | 8,974 | -1,350 | $1,293 | | SIMULATIONS PLUS INC |
31,335 |
-1,010 |
$1,289 | | SLP | 31,335 | -1,010 | $1,289 | | ADVANCED MICRO DEVICES INC |
7,041 |
-1,200 |
$1,271 | | AMD | 7,041 | -1,200 | $1,271 | | MCDONALDS CORP |
4,463 |
-160 |
$1,258 | | MCD | 4,463 | -160 | $1,258 | | NEWMONT CORP |
34,636 |
-6,669 |
$1,241 | | NEM | 34,636 | -6,669 | $1,241 | | UNITEDHEALTH GROUP INC |
2,422 |
+2,422 |
$1,198 | | UNH | 2,422 | +2,422 | $1,198 | | ELEVANCE HEALTH INC |
2,228 |
-400 |
$1,155 | | ELV | 2,228 | -400 | $1,155 | | CITIGROUP INC |
18,052 |
-13,474 |
$1,142 | | C | 18,052 | -13,474 | $1,142 | | STRYKER CORPORATION |
3,155 |
-30 |
$1,129 | | SYK | 3,155 | -30 | $1,129 | | CHUBB LIMITED |
4,056 |
UNCH |
$1,051 | | CB | 4,056 | UNCH | $1,051 | | XYLEM INC |
8,108 |
-3,101 |
$1,048 | | XYL | 8,108 | -3,101 | $1,048 | | PFIZER INC |
37,256 |
-6,736 |
$1,034 | | PFE | 37,256 | -6,736 | $1,034 | | INTERNATIONAL FLAVORS&FRAGRA |
11,739 |
-501 |
$1,009 | | IFF | 11,739 | -501 | $1,009 | | JPMORGAN CHASE & CO |
5,013 |
-745 |
$1,004 | | JPM | 5,013 | -745 | $1,004 | | ALPHABET INC |
6,507 |
-936 |
$991 | | GOOG | 6,507 | -936 | $991 | | BOEING CO |
5,038 |
+1,920 |
$972 | | BA | 5,038 | +1,920 | $972 | | DUKE ENERGY CORP NEW |
9,603 |
-360 |
$929 | | DUK | 9,603 | -360 | $929 | | MARRIOTT INTL INC NEW |
3,377 |
-100 |
$852 | | MAR | 3,377 | -100 | $852 | | HILTON WORLDWIDE HLDGS INC |
3,962 |
-200 |
$845 | | HLT | 3,962 | -200 | $845 |
See Full List: All Stocks Held By InTrack Investment Management Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By InTrack Investment Management Inc
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