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Brandon Tieso

@Intrack Investment Management Inc

Latest period2024 - Q4ReportedManaged Assets$143.322MTotal holdings107
Assets growth rate1.62%Assets growth rate (2-Q avg)0.98%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Intrack Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Intrack Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 143.322M in assets, with a quarterly growth rate of 1.62% and a 2-quarter average growth rate of 0.98%. The portfolio is managed by Brandon Tieso, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -8.35%
1.84%
$2.625M
4,509 shares@ $582.15 avg price
IVVIshares Tr
Recent Activity
Increased 8.1%
1.76%
$2.508M
4,288 shares@ $584.94 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.64%
1.74%
$2.489M
10,058 shares@ $247.46 avg price
DHRDanaher Corporation
Recent Activity
Increased 47.48%
1.66%
$2.369M
9,969 shares@ $237.62 avg price
ETNEaton Corp Plc
Recent Activity
Increased 52.25%
1.6%
$2.285M
6,717 shares@ $340.15 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.86%
1.59%
$2.269M
5,041 shares@ $450.06 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -7.06%
1.57%
$2.237M
3,764 shares@ $594.26 avg price
PGProcter And Gamble Co
Recent Activity
Increased 12.02%
1.43%
$2.048M
12,820 shares@ $159.75 avg price
EQIXEquinix Inc
Recent Activity
Increased 124.95%
1.41%
$2.016M
2,245 shares@ $898.09 avg price
VSLUEtf Opportunities Trust
Recent Activity
Decreased -0.39%
1.39%
$1.983M
54,679 shares@ $36.27 avg price