Trek Financial, LLC Options Holdings

Trek Financial, LLC

  • $1.54 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$38.4 Million
57.7K
Q3 2025
Added 79.19%

Summary

  • Portfolio
  • No. of Stocks 437
  • Current Value $1.54 Billion
  • Prior Value $1.39 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 84 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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