Trek Financial, LLC Options Holdings

Trek Financial, LLC

  • $1.39 Billion
  • Q2 2025

Options Holdings Table

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

ETFs
CALL
$19.9 Million
32.2K
Q2 2025
Added 22.43%

Summary

  • Portfolio
  • No. of Stocks 418
  • Current Value $1.39 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 81 stocks
  • Additional Purchases 154 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 147 stocks
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