Trek Financial, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 407 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $73M, Vanguard Index Fds S&P 500 ETF with a value of $37.6M, Vanguard Growth ETF with a value of $33.2M, Financial Sector Spdr with a value of $32.2M, and Select Sector Spdr Consumer Di with a value of $32.1M.
Examining the 13F form we can see an increase of $6.1M in the current position value, from $1.24B to 1.25B.
Trek Financial, LLC is based out at Scottsdale, AZ
Below you can find more details about Trek Financial, LLC portfolio as well as his latest detailed transactions.
