Fund HoldingsTrek Financial, LLC

Total Portfolio Value
$1.26B
Total Bought
$306.25M
Total Sold
$327.17M
Net Transaction
-$20.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO QQQ TR071,188+71,188034,1072.71%+34,107
APPLE INC(AAPL)0135,812+135,812028,6052.27%+28,605
ISHARES TR0195,483+195,483019,6871.56%+19,687
AMAZON COM INC(AMZN)073,251+73,251014,1561.12%+14,156
TAIWAN SEMICONDUCTOR MFG LTD(TSM)49,16385,467+36,3046,68914,8551.18%+8,166
WALMART INC(WMT)0105,905+105,90507,1710.57%+7,171
THOMSON REUTERS CORP.036,540+36,54006,1600.49%+6,160
ISHARES TR103,069159,592+56,5238,70314,7691.17%+6,065
CNX RES CORP(CNX)0245,368+245,36805,9620.47%+5,962
ANTERO RESOURCES CORP(AR)0180,602+180,60205,8930.47%+5,893
RANGE RES CORP(RRC)0170,355+170,35505,7120.45%+5,712
ALCOA CORP(AA)0140,804+140,80405,6010.44%+5,601
ISHARES SILVER TR(SLV)215,539391,789+176,2504,90410,4100.83%+5,506
BADGER METER INC029,374+29,37405,4740.43%+5,474
PALANTIR TECHNOLOGIES INC(PLTR)0214,268+214,26805,4270.43%+5,427
SOUTHERN CO(SO)062,556+62,55604,8520.39%+4,852
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
075,392+75,39204,7350.38%+4,735
CASEYS GEN STORES INC(CASY)012,161+12,16104,6400.37%+4,640
SELECT SECTOR SPDR TR
ST STR TECHN ETF
321,741316,648-5,09367,00971,6355.69%+4,626
PUBLIC SVC ENTERPRISE GRP IN(PEG)062,170+62,17004,5820.36%+4,582
HOWMET AEROSPACE INC(HWM)058,862+58,86204,5690.36%+4,569
TESLA INC(TSLA)029,830+29,83005,9030.47%+5,903
EXCHANGE TRADED CONCEPTS TRU0128,564+128,56404,2520.34%+4,252
COUPANG INC(CPNG)0198,275+198,27504,1540.33%+4,154
SPROTT FDS TR
URANI MINER ETF
0259,621+259,621012,7841.02%+12,784
SIBANYE STILLWATER LTD(SBSW)0931,991+931,99104,0540.32%+4,054
SHARKNINJA INC(SN)050,592+50,59203,8020.30%+3,802
PIMCO ETF TR
ENHAN SHRT MA AC
40,22476,553+36,3294,0447,7050.61%+3,661
DYNE THERAPEUTICS INC(DYN)099,959+99,95903,5280.28%+3,528
TRANSMEDICS GROUP INC(TMDX)022,835+22,83503,4390.27%+3,439
ISHARES TR60,72694,975+34,2496,3039,7160.77%+3,413
WELLTOWER INC(WELL)032,724+32,72403,4110.27%+3,411
JANUS DETROIT STR TR
HENDRSON AAA CL
066,767+66,76703,3970.27%+3,397
LYONDELLBASELL INDUSTRIES N
SHS - A -
034,019+34,01903,2540.26%+3,254
MERUS N V054,957+54,95703,2520.26%+3,252
B2GOLD CORP(BTG)01,191,247+1,191,24703,2160.26%+3,216
EATON CORP PLC(ETN)010,229+10,22903,2070.25%+3,207
SOUTHERN COPPER CORP(SCCO)029,748+29,74803,2050.25%+3,205
SUNCOR ENERGY INC NEW(SU)083,638+83,63803,1870.25%+3,187
PAYPAL HLDGS INC(PYPL)057,498+57,49803,3370.27%+3,337
ALAMOS GOLD INC NEW0196,426+196,42603,0800.24%+3,080
IMPINJ INC(PI)019,288+19,28803,0240.24%+3,024
AVIDITY BIOSCIENCES INC071,541+71,54102,9220.23%+2,922
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
025,015+25,01502,8510.23%+2,851
ABERCROMBIE & FITCH CO017,336+17,33603,0830.24%+3,083
ELEMENT SOLUTIONS INC(ESI)0101,646+101,64602,7570.22%+2,757
ISHARES TR034,385+34,38502,6520.21%+2,652
PROCEPT BIOROBOTICS CORP(PRCT)041,724+41,72402,5490.20%+2,549
ISHARES TR053,438+53,43805,7060.45%+5,706
NEWMONT CORP(NEM)058,988+58,98802,4700.20%+2,470
ETF SER SOLUTIONS
ACQUIRERS FD
0211,319+211,31907,7010.61%+7,701
SPROUTS FMRS MKT INC(SFM)027,237+27,23702,2790.18%+2,279
ISHARES INC
CORE MSCI EMKT
0201,700+201,700010,7970.86%+10,797
AGNICO EAGLE MINES LTD(AEM)031,868+31,86802,0840.17%+2,084
SILVERCREST METALS INC0253,798+253,79802,0680.16%+2,068
WHEATON PRECIOUS METALS CORP(WPM)039,270+39,27002,0590.16%+2,059
NVIDIA CORPORATION(NVDA)7,77372,724+64,9517,0248,9840.71%+1,961
ALPHABET INC(GOOG)064,597+64,597011,8480.94%+11,848
INTEL CORP(INTC)078,296+78,29602,4250.19%+2,425
ISHARES TR
INVT GRAD SY ETF
039,840+39,84001,7670.14%+1,767
INVESCO DB US DLR INDEX TR
BULLISH FD
062,783+62,78301,8290.15%+1,829
ISHARES TR05,720+5,72001,4110.11%+1,411
ISHARES TR25,39550,676+25,2811,2162,5550.20%+1,339
VANGUARD INDEX FDS118,373112,344-6,02940,74442,0183.34%+1,274
INNOVATOR ETFS TRUST
US EQT PWR BUF
056,916+56,91601,9730.16%+1,973
MR COOPER GROUP INC59,05771,004+11,9474,6035,7680.46%+1,164
COSTCO WHSL CORP NEW(COST)6,5777,009+4324,8185,9570.47%+1,139
INNOVATOR ETFS TRUST
INVTOR 2 PLS 5
056,700+56,70001,1230.09%+1,123
INNOVATOR ETFS TRUST
US EQT ULTRA BF
037,331+37,33101,0840.09%+1,084
INNOVATOR ETFS TRUST
EMRGNG MKT JULY
037,951+37,95109300.07%+930
INNOVATOR ETFS TRUST
US EQT ULTRA BF
31,19455,412+24,2181,0191,8660.15%+847
INNOVATOR ETFS TRUST
EQUITY DEFINED
032,098+32,09808120.06%+812
SERVICENOW INC(NOW)0959+95907540.06%+754
SELECT SECTOR SPDR TR
ST STR UTIL ETF
76,68384,787+8,1045,0345,7770.46%+743
MICROSOFT CORP(MSFT)20,35320,763+4108,5639,2800.74%+717
ISHARES GOLD TR(IAU)029,792+29,79201,3090.10%+1,309
ISHARES INC
MSCI EMRG CHN
119,528127,872+8,3446,8817,5700.60%+689
T-MOBILE US INC(TMUS)05,625+5,62509910.08%+991
SELECT SECTOR SPDR TR
ST STR SVC ETF
0151,409+151,409012,9701.03%+12,970
NUTANIX INC(NTNX)011,084+11,08406300.05%+630
BROADCOM INC(AVGO)0985+98501,5810.13%+1,581
ORACLE CORP(ORCL)52,44550,533-1,9126,5887,1350.57%+548
ISHARES TR
MSCI INDIA SM CP
20,43024,451+4,0211,4361,9780.16%+542
SELECT SECTOR SPDR TR
ST STR ENERG ETF
092,141+92,14108,3990.67%+8,399
VANGUARD TAX-MANAGED FDS092,910+92,91004,5920.36%+4,592
INNOVATOR ETFS TRUST
US EQT ULTRA BF
0320,301+320,301010,2510.81%+10,251
TEXAS INSTRS INC(TXN)03,636+3,63607070.06%+707
SKYWEST INC(SKYW)05,759+5,75904730.04%+473
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0147,038+147,038011,7530.93%+11,753
VANGUARD BD INDEX FDS69,66576,595+6,9305,0605,5190.44%+459
INTUIT(INTU)0686+68604510.04%+451
TWILIO INC(TWLO)07,764+7,76404410.04%+441
QUALCOMM INC(QCOM)03,550+3,55007070.06%+707
VANGUARD INDEX FDS28,59929,345+7467,4337,8500.62%+417
ROYAL CARIBBEAN GROUP
COM
02,595+2,59504140.03%+414
GENERAL MTRS CO(GM)016,482+16,48207660.06%+766
TEREX CORP NEW(TEX)07,070+7,07003880.03%+388
FIDELITY WISE ORIGIN BITCOIN(FBTC)06,827+6,82703580.03%+358
ABRDN PRECIOUS METALS BASKET03,454+3,45403560.03%+356
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
01,803+1,80303550.03%+355
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