Trek Financial, LLC New Holdings in Q4 2024

Trek Financial, LLC

  • $1.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FOXA
Fox Corp

Communication Services
7.55K
New
$41.35 - $49.99 $312K - $377K
7.55K $366K
BOCT
Innovator U.S. Equity Buffer E

ETFs
8.02K
New
$42.04 - $44.04 $337K - $353K
8.02K $346K
QTWO
Q2 Holdings, Inc.

Technology
3.44K
New
$77.81 - $110.85 $267K - $381K
3.44K $345K
UBER
Uber Technologies, Inc

Technology
5.69K
New
$59.93 - $86.34 $341K - $491K
5.69K $343K
ARGT
Global X Msci Argentina ETF

ETFs
4.05K
New
$66.16 - $88.28 $268K - $358K
4.05K $334K
PPC
Pilgrims Pride Corp

Consumer Defensive
7.29K
New
$43.57 - $53.82 $318K - $392K
7.29K $330K
AGX
Argan Inc

Industrials
2.31K
New
$100.91 - $160.81 $233K - $371K
2.31K $316K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.68K
New
$107.06 - $123.74 $287K - $332K
2.68K $293K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.54K
New
$185.87 - $204.12 $285K - $313K
1.54K $289K
DC
Dakota Gold Corp.

Basic Materials
128K
New
$2.08 - $2.51 $267K - $322K
128K $281K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.9K
New
$22.4 - $68.28 $244K - $743K
10.9K $252K
HCA
Hca Healthcare, Inc.

Healthcare
800
New
$297.52 - $415.61 $238K - $332K
800 $240K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.02K
New
$69.42 - $93.29 $210K - $282K
3.02K $238K
RTX
Raytheon Technologies Corp

Industrials
1.99K
New
$114.45 - $127.21 $227K - $253K
1.99K $229K
VO
Vanguard Mid Cap ETF

ETFs
850
New
$261.5 - $284.63 $222K - $242K
850 $224K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.8K
New
$32.65 - $33.68 $222K - $229K
6.8K $222K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.16K
New
$155.96 - $188.66 $181K - $219K
1.16K $216K
EOG
Eog Resources Inc

Energy
1.73K
New
$118.22 - $136.54 $204K - $236K
1.73K $211K
NVO
Novo Nordisk A S

Healthcare
2.46K
New
$85.0 - $120.04 $209K - $296K
2.46K $211K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.13K
New
$22.01 - $66.82 $201K - $610K
9.13K $207K
OEF
Ishares S&P 100 ETF

ETFs
777
New
N/A
777 $206K
ADT
Adt Inc.

Industrials
15.9K
New
$6.71 - $8.14 $107K - $130K
15.9K $109K
DWAC
Digital World Acquisition Corp.

Financial Services
9.38K
New
N/A
9.38K $0
Innovator Etfs Trust
18.1K
New
N/A
18.1K $0
Graniteshares ETF Tr
191K
New
N/A
191K $0
Innovator Etfs Trust
9.29K
New
N/A
9.29K $0
ETF Opportunities Trust
79.4K
New
N/A
79.4K $0
Pacs Group Inc
29.5K
New
N/A
29.5K $0
Rubrik Inc.
38.1K
New
N/A
38.1K $0
Reddit Inc
5.57K
New
N/A
5.57K $0
Barclays Bank PLC
108K
New
N/A
108K $0
Arista Networks Inc
2.46K
New
N/A
2.46K $0
Astera Labs Inc
15.3K
New
N/A
15.3K $0
Pimco ETF Tr
28.7K
New
N/A
28.7K $0
Direxion Shs ETF Tr
50.2K
New
N/A
50.2K $0
Proshares Tr
72.7K
New
N/A
72.7K $0
Activity Summary
Buys All Purchases 232 New Holdings 87 Increased Positions 145 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 1 Puts 0
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