Fund Holdings — Trek Financial, LLC

Total Portfolio Value
$1.34B
Total Bought
$285.04M
Total Sold
$272.81M
Net Transaction
+$12.23M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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ISHARES TR55,254202,223+146,9692,83120,2871.52%+17,456
ALPHABET INC(GOOG)38,439101,539+63,1006,42719,3371.44%+12,911
ISHARES INC0434,183+434,183011,2150.84%+11,215
SELECT SECTOR SPDR TR
ST STR DISCR ETF
118,885143,021+24,13623,82132,0872.40%+8,266
EXCHANGE TRADED CONCEPTS TRU0186,677+186,67706,4370.48%+6,437
TESLA INC(TSLA)8,87420,938+12,0642,3228,4560.63%+6,134
GRANITESHARES ETF TR
2X SHOR NVDA NEW
0191,076+191,07605,7420.43%+5,742
VANGUARD INDEX FDS72,18580,821+8,63627,71433,1722.48%+5,458
VANGUARD WORLD FD
FINANCIALS ETF
045,755+45,75505,4020.40%+5,402
ISHARES TR047,371+47,37105,2380.39%+5,238
BROADCOM INC(AVGO)9,83928,829+18,9901,6976,6840.50%+4,987
BARCLAYS BANK PLC(DJP)0108,223+108,22304,9570.37%+4,957
ISHARES BITCOIN TRUST ETF(IBIT)57,680128,712+71,0322,0846,8280.51%+4,744
SPDR SER TR
ST STR SP RETAIL
054,939+54,93904,3730.33%+4,373
NETFLIX INC(NFLX)5555,163+4,6083944,6020.34%+4,208
ABRDN PLATINUM ETF TRUST049,298+49,29804,0940.31%+4,094
WILLIAMS SONOMA INC(WSM)021,853+21,85304,0470.30%+4,047
GARMIN LTD(GRMN)019,413+19,41304,0040.30%+4,004
MORGAN STANLEY(MS)031,643+31,64303,9780.30%+3,978
ISHARES TR
FLTG RATE NT ETF
49,673125,665+75,9922,5356,3940.48%+3,859
FLEX LNG LTD(FLNG)0167,083+167,08303,8330.29%+3,833
FORTINET INC(FTNT)039,366+39,36603,7190.28%+3,719
ISHARES TR
MSCI USA MMENTM
6,45123,840+17,3891,3084,9330.37%+3,625
NATERA INC(NTRA)022,888+22,88803,6230.27%+3,623
VANGUARD INDEX FDS64,54669,811+5,26534,05937,6152.81%+3,556
SALESFORCE INC(CRM)74811,240+10,4922053,7580.28%+3,553
DISNEY WALT CO(DIS)6,26336,320+30,0576024,0440.30%+3,442
ENTERPRISE PRODS PARTNERS L(EPD)0108,571+108,57103,4050.25%+3,405
DIGITAL RLTY TR INC(DLR)018,100+18,10003,2100.24%+3,210
PARKER-HANNIFIN CORP(PH)05,043+5,04303,2070.24%+3,207
STRYKER CORPORATION(SYK)1,1459,967+8,8224143,5890.27%+3,175
ENTERGY CORP NEW(ETR)041,553+41,55303,1510.24%+3,151
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
023,892+23,89202,9510.22%+2,951
PIMCO ETF TR
ULTR SH GO AC FD
028,705+28,70502,8940.22%+2,894
ALBEMARLE CORP(ALB)033,084+33,08402,8480.21%+2,848
SIBANYE STILLWATER LTD(SBSW)0849,528+849,52802,8030.21%+2,803
SEMPRA(SRE)031,858+31,85802,7950.21%+2,795
MARVELL TECHNOLOGY INC(MRVL)4,09527,689+23,5942953,0580.23%+2,763
SELECT SECTOR SPDR TR
ST STR FINL ETF
651,204666,297+15,09329,51332,2022.41%+2,690
ARK ETF TR
INNOVATION ETF
045,698+45,69802,5940.19%+2,594
SELECT SECTOR SPDR TR
ST STR TECHN ETF
312,247314,147+1,90070,49373,0455.46%+2,553
SPOTIFY TECHNOLOGY S A(SPOT)05,647+5,64702,5260.19%+2,526
RUBRIK INC.(RBRK)038,094+38,09402,4900.19%+2,490
INVESCO QQQ TR21,97325,773+3,80010,72413,1760.98%+2,452
PROSHARES TR
ULTRASHORT QQQ
072,664+72,66402,3750.18%+2,375
HECLA MNG CO(HL)0467,439+467,43902,2950.17%+2,295
ETF OPPORTUNITIES TRUST
T REX 2X INVERSE
079,400+79,40002,2300.17%+2,230
ALPS ETF TR
ALERIAN MLP
044,301+44,30102,1340.16%+2,134
ASTERA LABS INC(ALAB)015,320+15,32002,0290.15%+2,029
INNOVATOR ETFS TRUST
US EQTY ULTRA BU
058,190+58,19002,0150.15%+2,015
INVESCO DB US DLR INDEX TR
BULLISH FD
065,022+65,02201,9130.14%+1,913
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
028,205+28,20501,8960.14%+1,896
SELECT SECTOR SPDR TR
ST STR SVC ETF
145,378154,694+9,31613,14214,9761.12%+1,834
INVESCO EXCH TRADED FD TR II55,25466,607+11,3532,8314,6620.35%+1,832
APPLE INC(AAPL)86,22387,319+1,09620,09021,8661.63%+1,777
INVESCO EXCH TRADED FD TR II
SR LN ETF
062,556+62,55601,3180.10%+1,318
PALANTIR TECHNOLOGIES INC(PLTR)016,991+16,99101,2850.10%+1,285
INTUITIVE SURGICAL INC55,2547,862-47,3922,8314,1040.31%+1,273
PLATINUM GROUP METALS LTD(PLG)0960,780+960,78001,2300.09%+1,230
EXCHANGE TRADED CONCEPTS TRU77,09399,419+22,3262,8504,0680.30%+1,218
ISHARES TR55,25475,663+20,4092,8314,0250.30%+1,194
DIREXION SHS ETF TR
DAILY PLTR BR1X
050,193+50,19301,1630.09%+1,163
ISHARES TR
TRS FLT RT BD
83,044106,158+23,1144,2025,3580.40%+1,156
BLACKROCK ETF TRUST
ISHARES US EQUIT
240,440253,258+12,81811,89512,9790.97%+1,085
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
019,889+19,88909940.07%+994
I-80 GOLD CORP(IAUX)1,887,5506,541,417+4,653,8672,1903,1730.24%+983
INNOVATOR ETFS TRUST
US EQTY PWR BUF
98,073120,622+22,5493,8204,7730.36%+953
JANUS DETROIT STR TR
HENDRSON AAA CL
51,32570,192+18,8672,6113,5590.27%+948
REDDIT INC(RDDT)05,570+5,57009100.07%+910
SERVICENOW INC(NOW)5,8095,733-765,1966,0780.45%+882
LOWES COS INC(LOW)03,573+3,57308820.07%+882
BLACKSTONE INC(BX)04,922+4,92208490.06%+849
INNOVATOR ETFS TRUST
US EQTY PWR BUF
32,51454,365+21,8511,2462,0890.16%+843
ISHARES TR87,123105,496+18,3739,37910,2150.76%+836
NVIDIA CORPORATION(NVDA)38,44340,969+2,5264,6695,5020.41%+833
ISHARES TR
MSCI USA QLT FCT
71,86277,003+5,14112,88513,7131.02%+828
ALPHABET INC(GOOG)13,12215,831+2,7092,1762,9970.22%+821
INNOVATOR ETFS TRUST
US EQTY ULTRA B
022,879+22,87908070.06%+807
INNOVATOR ETFS TRUST
US EQTY PWR BUF
12,62033,317+20,6974661,2620.09%+796
ISHARES GOLD TR(IAU)34,60450,037+15,4331,7202,4770.19%+758
WALMART INC(WMT)107,673104,556-3,1178,6959,4470.71%+752
COCA COLA CO(KO)4,37116,926+12,5553141,0540.08%+740
SPDR SER TR
ST STR CONV ETF
09,352+9,35207280.05%+728
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
109,611123,668+14,0576,4697,1950.54%+726
MERCK & CO INC(MRK)7,92716,328+8,4019001,6240.12%+724
MOTOROLA SOLUTIONS INC(MSI)01,551+1,55107170.05%+717
ISHARES TR
HIGH YLD SYSTM B
014,852+14,85206980.05%+698
AGNICO EAGLE MINES LTD(AEM)32,36342,176+9,8132,6073,2990.25%+691
ACI WORLDWIDE INC013,297+13,29706900.05%+690
ISHARES TR48,22448,411+18727,81628,4992.13%+683
VANGUARD WORLD FD01,953+1,95306710.05%+671
ISHARES INC08,602+8,60206630.05%+663
ISHARES TR8942,457+1,5633369870.07%+651
ISHARES INC
MSCI SINGPOR ETF
029,090+29,09006360.05%+636
SCHWAB STRATEGIC TR31,162139,276+108,1143,2463,8820.29%+635
AMAZON COM INC(AMZN)37,88934,976-2,9137,0607,6730.57%+614
TECK RESOURCES LTD(TECK)68,142102,114+33,9723,5604,1390.31%+579
PROCTER AND GAMBLE CO(PG)2,3515,809+3,4584079740.07%+567
ISHARES TR33,71841,018+7,3002,7083,2260.24%+518
INNOVATOR ETFS TRUST
NASDAQ 100
9,05724,727+15,6702507230.05%+473
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Trek Financial, LLC — 13F Holdings — Q4 2024 | TickerTrail