Trek Financial, LLC Options Holdings

Trek Financial, LLC

  • $1.29 Billion
  • Q1 2025

Options Holdings Table

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

ETFs
CALL
$14.7 Million
26.3K
Q1 2025
Added 17.41%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $1.29 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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