InTrack Investment Management as of June 30, 2023
Portfolio Holdings for InTrack Investment Management
InTrack Investment Management holds 128 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.3 | $6.4M | 19k | 340.54 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.9 | $6.0M | 15k | 407.27 | |
Ishares Tr Intrm Gov Cr Etf (GVI) | 4.1 | $5.0M | 49k | 102.90 | |
Apple (AAPL) | 3.9 | $4.7M | 24k | 193.97 | |
Ishares Tr Msci Eafe Etf (EFA) | 2.5 | $3.1M | 42k | 72.50 | |
Eli Lilly & Co. (LLY) | 2.1 | $2.6M | 5.5k | 468.98 | |
Palo Alto Networks (PANW) | 1.9 | $2.4M | 9.2k | 255.50 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $2.2M | 5.1k | 443.32 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $2.1M | 6.2k | 341.00 | |
Amazon (AMZN) | 1.6 | $2.0M | 15k | 130.36 | |
Fortinet (FTNT) | 1.5 | $1.8M | 24k | 75.59 | |
Procter & Gamble Company (PG) | 1.5 | $1.8M | 12k | 151.74 | |
Danaher Corporation (DHR) | 1.4 | $1.8M | 7.4k | 240.00 | |
NVIDIA Corporation (NVDA) | 1.3 | $1.7M | 3.9k | 422.98 | |
Chevron Corporation (CVX) | 1.3 | $1.6M | 10k | 157.35 | |
Exxon Mobil Corporation (XOM) | 1.2 | $1.5M | 14k | 107.25 | |
Delta Air Lines Inc Del Com New (DAL) | 1.2 | $1.5M | 32k | 47.54 | |
Abbott Laboratories (ABT) | 1.2 | $1.5M | 14k | 109.02 | |
Pepsi (PEP) | 1.2 | $1.5M | 8.0k | 185.23 | |
Simulations Plus (SLP) | 1.2 | $1.4M | 33k | 43.33 | |
Pfizer (PFE) | 1.1 | $1.4M | 38k | 36.68 | |
Charles Schwab Corporation (SCHW) | 1.1 | $1.4M | 24k | 56.68 | |
Pet Acquisition LLC -Class A (WOOF) | 1.1 | $1.4M | 154k | 8.90 | |
Bank of America Corporation (BAC) | 1.1 | $1.4M | 47k | 28.69 | |
Digital Realty Trust (DLR) | 1.1 | $1.3M | 12k | 113.87 | |
General Electric Com New (GE) | 1.1 | $1.3M | 12k | 109.85 | |
Citigroup Com New (C) | 1.1 | $1.3M | 29k | 46.04 | |
salesforce (CRM) | 1.0 | $1.3M | 6.1k | 211.26 | |
Thermo Fisher Scientific (TMO) | 1.0 | $1.3M | 2.4k | 521.75 | |
Newmont Mining Corporation (NEM) | 1.0 | $1.2M | 27k | 42.66 | |
Caterpillar (CAT) | 0.9 | $1.1M | 4.7k | 246.04 | |
Emerson Electric (EMR) | 0.9 | $1.1M | 12k | 90.39 | |
Carrier Global Corporation (CARR) | 0.8 | $1.0M | 21k | 49.71 | |
Zoetis Cl A (ZTS) | 0.8 | $1.0M | 5.9k | 172.21 | |
Ford Motor Company (F) | 0.8 | $991k | 66k | 15.13 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $975k | 24k | 40.68 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $966k | 6.6k | 145.43 | |
Linde SHS (LIN) | 0.8 | $957k | 2.5k | 381.08 | |
Stryker Corporation (SYK) | 0.8 | $946k | 3.1k | 305.09 | |
Anthem (ELV) | 0.8 | $945k | 2.1k | 444.29 | |
Nike CL B (NKE) | 0.8 | $944k | 8.6k | 110.37 | |
American Electric Power Company (AEP) | 0.8 | $935k | 11k | 84.20 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $903k | 20k | 46.18 | |
Eaton Corp SHS (ETN) | 0.7 | $901k | 4.5k | 201.10 | |
Cisco Systems (CSCO) | 0.7 | $897k | 17k | 51.74 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $873k | 2.0k | 445.71 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $872k | 1.8k | 478.98 | |
Dow (DOW) | 0.7 | $866k | 16k | 53.26 | |
Bristol Myers Squibb (BMY) | 0.7 | $861k | 14k | 63.95 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $841k | 4.5k | 187.26 | |
Schlumberger Com Stk (SLB) | 0.7 | $830k | 17k | 49.12 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $815k | 6.7k | 120.98 | |
Nextera Energy (NEE) | 0.7 | $808k | 11k | 74.20 | |
Meta Platforms Cl A (META) | 0.7 | $799k | 2.8k | 286.98 | |
Teradyne (TER) | 0.6 | $788k | 7.1k | 111.33 | |
Target Corporation (TGT) | 0.6 | $777k | 5.9k | 131.90 | |
Chubb (CB) | 0.6 | $770k | 4.0k | 192.56 | |
Walt Disney Company (DIS) | 0.6 | $759k | 8.5k | 89.28 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $751k | 13k | 58.66 | |
Marriott Intl Cl A (MAR) | 0.6 | $747k | 4.1k | 183.69 | |
Hilton Worldwide Holdings (HLT) | 0.6 | $747k | 5.1k | 145.55 | |
Johnson Ctls Intl SHS (JCI) | 0.6 | $723k | 11k | 68.14 | |
Duke Energy Corp Com New (DUK) | 0.6 | $713k | 7.9k | 89.74 | |
Home Depot (HD) | 0.6 | $704k | 2.3k | 310.64 | |
Coca-Cola Company (KO) | 0.6 | $690k | 12k | 60.22 | |
Vanguard Index Fds Value Etf (VTV) | 0.6 | $690k | 4.9k | 142.10 | |
Owl Rock Capital Corporation (OBDC) | 0.6 | $677k | 50k | 13.42 | |
Verizon Communications (VZ) | 0.5 | $660k | 18k | 37.19 | |
Vale S A Sponsored Ads (VALE) | 0.5 | $652k | 49k | 13.42 | |
General Motors Company (GM) | 0.5 | $617k | 16k | 38.56 | |
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $594k | 3.9k | 151.98 | |
Xylem (XYL) | 0.5 | $594k | 5.3k | 112.62 | |
Crown Castle Intl (CCI) | 0.5 | $590k | 5.2k | 113.94 | |
Fortive (FTV) | 0.5 | $577k | 7.7k | 74.77 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $569k | 7.7k | 74.33 | |
Novo-nordisk A S Adr (NVO) | 0.5 | $552k | 3.4k | 161.83 | |
Tyson Foods Cl A (TSN) | 0.4 | $545k | 11k | 51.04 | |
Agilent Technologies Inc C ommon (A) | 0.4 | $533k | 4.4k | 120.25 | |
Totalenergies Se Sponsored Ads (TTE) | 0.4 | $528k | 9.2k | 57.64 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $514k | 2.3k | 220.28 | |
Zimmer Holdings (ZBH) | 0.4 | $503k | 3.5k | 145.62 | |
FedEx Corporation (FDX) | 0.4 | $500k | 2.0k | 247.90 | |
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.4 | $477k | 17k | 28.93 | |
Colgate-Palmolive Company (CL) | 0.4 | $473k | 6.1k | 77.04 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $470k | 9.4k | 50.14 | |
Apollo Global Mgmt (APO) | 0.4 | $467k | 6.1k | 76.81 | |
At&t (T) | 0.4 | $464k | 29k | 15.95 | |
Prologis (PLD) | 0.4 | $463k | 3.8k | 122.63 | |
Advanced Micro Devices (AMD) | 0.4 | $463k | 4.1k | 113.91 | |
Lowe's Companies (LOW) | 0.4 | $457k | 2.0k | 225.71 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $451k | 1.2k | 369.42 | |
Medtronic SHS (MDT) | 0.4 | $445k | 5.1k | 88.10 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.4 | $443k | 4.5k | 97.64 | |
Intel Corporation (INTC) | 0.4 | $442k | 13k | 33.44 | |
Constellation Brands Cl A (STZ) | 0.4 | $440k | 1.8k | 246.13 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $436k | 4.7k | 92.02 | |
Autodesk (ADSK) | 0.3 | $428k | 2.1k | 204.61 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.3 | $424k | 11k | 40.55 | |
Air Products & Chemicals (APD) | 0.3 | $423k | 1.4k | 299.53 | |
Clorox Company (CLX) | 0.3 | $422k | 2.7k | 159.04 | |
Merck & Co (MRK) | 0.3 | $421k | 3.6k | 115.39 | |
Cummins (CMI) | 0.3 | $419k | 1.7k | 245.10 | |
Shell Spon Ads (SHEL) | 0.3 | $412k | 6.8k | 60.38 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.3 | $403k | 37k | 10.93 | |
BP Sponsored Adr (BP) | 0.3 | $395k | 11k | 35.29 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $362k | 3.4k | 107.33 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $356k | 4.4k | 81.24 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $347k | 784.00 | 442.16 | |
Select Sector Spdr Tr Financial (XLF) | 0.3 | $331k | 9.8k | 33.71 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $323k | 4.8k | 67.50 | |
Magna Intl Inc cl a (MGA) | 0.3 | $321k | 5.7k | 56.44 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $321k | 3.0k | 107.63 | |
Aptiv SHS (APTV) | 0.3 | $317k | 3.1k | 102.09 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $313k | 2.7k | 115.26 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $301k | 2.1k | 146.87 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $298k | 3.8k | 78.35 | |
CVS Caremark Corporation (CVS) | 0.2 | $292k | 4.2k | 69.13 | |
ePlus (PLUS) | 0.2 | $273k | 4.9k | 56.30 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $265k | 3.1k | 86.53 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $254k | 2.6k | 97.84 | |
Enbridge (ENB) | 0.2 | $250k | 6.7k | 37.15 | |
Gap (GAP) | 0.2 | $234k | 26k | 8.93 | |
Diageo Spon Adr New (DEO) | 0.2 | $227k | 1.3k | 173.48 | |
Applied Materials (AMAT) | 0.2 | $224k | 1.6k | 144.54 | |
Netflix (NFLX) | 0.2 | $221k | 502.00 | 440.49 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $203k | 6.9k | 29.44 | |
Plug Power Com New (PLUG) | 0.2 | $187k | 18k | 10.39 | |
Isun (ISUNQ) | 0.0 | $9.4k | 24k | 0.40 |