Fund HoldingsTrek Financial, LLC

Total Portfolio Value
$1.34B
Total Bought
$366.98M
Total Sold
$311.68M
Net Transaction
+$55.30M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ETF OPPORTUNITIES TRUST
SMI FULL ETF
01,246,116+1,246,116034,5172.58%+34,517
ISHARES TR0227,786+227,786026,6421.99%+26,642
ISHARES TR0306,185+306,185029,2382.19%+29,238
VANGUARD SPECIALIZED FUNDS062,876+62,876012,4530.93%+12,453
ULTA BEAUTY INC(ULTA)023,988+23,98809,3340.70%+9,334
INNOVATOR ETFS TRUST
EQUI DEFI SEPT
0338,302+338,30208,4140.63%+8,414
CAMECO CORP(CCJ)0175,278+175,27808,3710.63%+8,371
LULULEMON ATHLETICA INC(LULU)030,741+30,74108,3420.62%+8,342
ABRDN PALLADIUM ETF TRUST084,619+84,61907,7560.58%+7,756
SEA LTD(SE)072,378+72,37806,8240.51%+6,824
ISHARES TR0178,149+178,149010,2490.77%+10,249
ISHARES TR0173,339+173,339017,0051.27%+17,005
CLOUDFLARE INC(NET)080,508+80,50806,5120.49%+6,512
PARSONS CORP DEL(PSN)060,485+60,48506,2710.47%+6,271
ISHARES TR
BROAD USD HIGH
0582,602+582,602021,9351.64%+21,935
SPROUTS FMRS MKT INC(SFM)27,23774,513+47,2762,2798,2270.62%+5,948
ISHARES TR040,561+40,56105,9060.44%+5,906
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
0141,583+141,58305,8220.44%+5,822
D R HORTON INC(DHI)030,235+30,23505,7680.43%+5,768
PAYPAL HLDGS INC(PYPL)57,498116,584+59,0863,3379,0970.68%+5,760
UNIVERSAL HLTH SVCS INC(UHS)024,266+24,26605,5570.42%+5,557
AXON ENTERPRISE INC(AXON)013,270+13,27005,3030.40%+5,303
ISHARES TR
CORE UNIVRSL USD
0643,399+643,399030,3172.27%+30,317
EQT CORP(EQT)0129,242+129,24204,7350.35%+4,735
URANIUM ENERGY CORP(UEC)0760,940+760,94004,7250.35%+4,725
LUMEN TECHNOLOGIES INC(LUMN)0642,682+642,68204,5630.34%+4,563
SERVICENOW INC(NOW)9595,809+4,8507545,1960.39%+4,441
EXXON MOBIL CORP052,622+52,62206,1680.46%+6,168
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
089,193+89,19304,3570.33%+4,357
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
0135,506+135,50604,3100.32%+4,310
INTERDIGITAL INC(IDCC)028,319+28,31904,0110.30%+4,011
B2GOLD CORP(BTG)1,191,2472,342,739+1,151,4923,2167,2160.54%+3,999
ISHARES TR057,254+57,25408,6810.65%+8,681
SUNCOR ENERGY INC NEW(SU)83,638191,542+107,9043,1877,0720.53%+3,885
TECK RESOURCES LTD(TECK)068,142+68,14203,5600.27%+3,560
GOLDMAN SACHS GROUP INC(GS)06,908+6,90803,4200.26%+3,420
COMMVAULT SYS INC(CVLT)022,023+22,02303,3880.25%+3,388
T-MOBILE US INC(TMUS)5,62521,045+15,4209914,3430.33%+3,352
INFOSYS LTD(INFY)0148,435+148,43503,3060.25%+3,306
CONSTELLATION ENERGY CORP(CEG)011,989+11,98903,1170.23%+3,117
FEDEX CORP(FDX)012,940+12,94003,5410.27%+3,541
INVESCO EXCH TRADED FD TR II076,370+76,37005,4780.41%+5,478
ZETA GLOBAL HOLDINGS CORP(ZETA)0100,468+100,46802,9970.22%+2,997
CAVA GROUP INC(CAVA)023,584+23,58402,9210.22%+2,921
PIMCO ETF TR
ENHNCD LW DUR AC
028,042+28,04202,6910.20%+2,691
NUVALENT INC(NUVL)024,195+24,19502,4750.19%+2,475
ADMA BIOLOGICS INC0123,629+123,62902,4710.18%+2,471
NEXGEN ENERGY LTD(NXE)0367,563+367,56302,4000.18%+2,400
ISHARES TR0140,656+140,656013,4761.01%+13,476
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0226,942+226,942011,4110.85%+11,411
I-80 GOLD CORP(IAUX)01,887,550+1,887,55002,1900.16%+2,190
ISHARES INC
CORE MSCI EMKT
201,700224,638+22,93810,79712,8960.97%+2,099
ISHARES BITCOIN TRUST ETF(IBIT)057,680+57,68002,0840.16%+2,084
ALAMOS GOLD INC NEW196,426251,015+54,5893,0805,0050.37%+1,925
NEWMONT CORP(NEM)58,98881,152+22,1642,4704,3380.32%+1,868
ISHARES INC
MSCI EMRG CHN
127,872154,109+26,2377,5709,4180.70%+1,848
ISHARES TR159,592172,618+13,02614,76916,5281.24%+1,760
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0109,611+109,61106,4690.48%+6,469
SELECT SECTOR SPDR TR
ST STR FINL ETF
0651,204+651,204029,5132.21%+29,513
BLACKROCK ETF TRUST II090,921+90,92104,8670.36%+4,867
WALMART INC(WMT)105,905107,673+1,7687,1718,6950.65%+1,524
HOWMET AEROSPACE INC(HWM)58,86260,766+1,9044,5696,0920.46%+1,522
SELECT SECTOR SPDR TR
ST STR REAL ETF
074,507+74,50703,3280.25%+3,328
PIMCO ETF TR
ENHAN SHRT MA AC
76,55389,967+13,4147,7059,0590.68%+1,354
SELECT SECTOR SPDR TR
ST STR UTIL ETF
84,78787,801+3,0145,7777,0930.53%+1,315
INNOVATOR ETFS TRUST
EQUI DEFI 1 JULY
048,527+48,52701,3000.10%+1,300
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
040,056+40,05601,2730.10%+1,273
ISHARES TR5,72011,546+5,8261,4112,6620.20%+1,252
SELECT SECTOR SPDR TR
ST STR INDL ETF
0140,215+140,215018,9911.42%+18,991
SPDR SER TR
ST INTL BBG ETF
052,234+52,23401,2200.09%+1,220
SCHWAB STRATEGIC TR031,162+31,16203,2460.24%+3,246
VANGUARD INTL EQUITY INDEX F035,851+35,85101,7150.13%+1,715
SCHWAB STRATEGIC TR029,530+29,53002,4960.19%+2,496
INNOVATOR ETFS TRUST
US EQT ULTRA BF
055,605+55,60501,9480.15%+1,948
SELECT SECTOR SPDR TR
ST STR STAPL ETF
0152,988+152,988012,6980.95%+12,698
INNOVATOR ETFS TRUST
US EQTY PWR BF
094,302+94,30203,5700.27%+3,570
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0118,885+118,885023,8211.78%+23,821
AFLAC INC(AFL)033,381+33,38103,7320.28%+3,732
SELECT SECTOR SPDR TR
ST STR CARE ETF
0183,412+183,412028,2492.11%+28,249
ISHARES TR
MSCI USA QLT FCT
071,862+71,862012,8850.96%+12,885
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
025,225+25,22507100.05%+710
LISTED FD TR
HORI KI INFL ETF
018,380+18,38006910.05%+691
INNOVATOR ETFS TRUST
EQUI DEF PRO ETF
025,132+25,13206770.05%+677
ISHARES TR
MSCI INDIA ETF
048,288+48,28802,8260.21%+2,826
ISHARES TR
CORE DIV GRWTH
014,785+14,78509270.07%+927
SIMPLIFY EXCHANGE TRADED FUN
SHORT TERM TREA
052,718+52,71801,2120.09%+1,212
INNOVATOR ETFS TRUST
EQUIT DEFIN JUL
023,016+23,01606140.05%+614
BLACKROCK ETF TRUST
ISHARES US EQUIT
0240,440+240,440011,8950.89%+11,895
GENERAL DYNAMICS CORP(GD)01,879+1,87905680.04%+568
SOUTHERN COPPER CORP(SCCO)29,74832,537+2,7893,2053,7640.28%+559
INNOVATOR ETFS TRUST
US EQTY PWR BUF
026,854+26,85401,0350.08%+1,035
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
05,245+5,24505380.04%+538
PEPSICO INC(PEP)07,531+7,53101,2810.10%+1,281
AGNICO EAGLE MINES LTD(AEM)31,86832,363+4952,0842,6070.20%+523
AMERICAN HEALTHCARE REIT INC(AHR)019,840+19,84005180.04%+518
PROCEPT BIOROBOTICS CORP(PRCT)41,72438,264-3,4602,5493,0660.23%+517
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
08,374+8,37405090.04%+509
ISHARES TR034,215+34,21506,7460.50%+6,746
AMGEN INC(AMGN)02,857+2,85709210.07%+921
FIRST TR EXCHANGE-TRADED FD021,254+21,25405050.04%+505
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