Fund HoldingsTrek Financial, LLC

Total Portfolio Value
$1.34B
Total Bought
$288.88M
Total Sold
$282.48M
Net Transaction
+$6.40M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US EQUIT
0253,258+253,258012,9790.97%+12,979
ALPHABET INC(GOOG)0101,539+101,539019,3371.44%+19,337
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)020,938+20,93808,4560.63%+8,456
GRANITESHARES ETF TR
2X SHOR NVDA NEW
0191,076+191,07605,7420.43%+5,742
VANGUARD INDEX FDS080,821+80,821033,1722.48%+33,172
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)028,829+28,82906,6840.50%+6,684
BARCLAYS BANK PLC(DJP)0108,223+108,22304,9570.37%+4,957
BLACKROCK ETF TRUST II093,346+93,34604,8560.36%+4,856
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)05,163+5,16304,6020.34%+4,602
INTUITIVE SURGICAL INC07,862+7,86204,1040.31%+4,104
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
0125,665+125,66506,3940.48%+6,394
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
023,840+23,84004,9330.37%+4,933
NATERA INC(NTRA)022,888+22,88803,6230.27%+3,623
VANGUARD INDEX FDS069,811+69,811037,6152.81%+37,615
SALESFORCE INC(CRM)011,240+11,24003,7580.28%+3,758
DISNEY WALT CO(DIS)036,320+36,32004,0440.30%+4,044
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)09,967+9,96703,5890.27%+3,589
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)027,689+27,68903,0580.23%+3,058
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
0314,147+314,147073,0455.46%+73,045
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 TR025,773+25,773013,1760.98%+13,176
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
0154,694+154,694014,9761.12%+14,976
APPLE INC(AAPL)087,319+87,319021,8661.63%+21,866
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
PLATINUM GROUP METALS LTD0960,780+960,78001,2300.09%+1,230
EXCHANGE TRADED CONCEPTS TRU099,419+99,41904,0680.30%+4,068
ISHARES TR075,663+75,66304,0250.30%+4,025
DIREXION SHS ETF TR
DAILY PLTR BR1X
050,193+50,19301,1630.09%+1,163
ISHARES TR
TRS FLT RT BD
0106,158+106,15805,3580.40%+5,358
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
0120,622+120,62204,7730.36%+4,773
JANUS DETROIT STR TR
HENDRSON AAA CL
070,192+70,19203,5590.27%+3,559
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
ISHARES TR0202,223+202,223020,2871.52%+20,287
INNOVATOR ETFS TRUST
US EQTY PWR BUF
054,365+54,36502,0890.16%+2,089
ISHARES TR0105,496+105,496010,2150.76%+10,215
NVIDIA CORPORATION(NVDA)040,969+40,96905,5020.41%+5,502
ISHARES TR
MSCI USA QLT FCT
71,86277,003+5,14112,88513,7131.02%+828
ALPHABET INC(GOOG)015,831+15,83102,9970.22%+2,997
INNOVATOR ETFS TRUST
US EQTY ULTRA B
022,879+22,87908070.06%+807
INNOVATOR ETFS TRUST
US EQTY PWR BUF
033,317+33,31701,2620.09%+1,262
ISHARES GOLD TR(IAU)050,037+50,03702,4770.19%+2,477
WALMART INC(WMT)107,673104,556-3,1178,6959,4470.71%+752
COCA COLA CO(KO)016,926+16,92601,0540.08%+1,054
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)016,328+16,32801,6240.12%+1,624
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 TR048,411+48,411028,4992.13%+28,499
VANGUARD WORLD FD01,953+1,95306710.05%+671
ISHARES INC08,602+8,60206630.05%+663
ISHARES TR02,457+2,45709870.07%+987
INVESCO EXCH TRADED FD TR II06,751+6,75106410.05%+641
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)034,976+34,97607,6730.57%+7,673
TECK RESOURCES LTD(TECK)68,142102,114+33,9723,5604,1390.31%+579
PROCTER AND GAMBLE CO(PG)05,809+5,80909740.07%+974
ISHARES TR041,018+41,01803,2260.24%+3,226
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