Trek Financial, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 390 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $70.5M, Vanguard Index Fds S&P 500 ETF with a value of $34.1M, Ishares Core Total Usd Bond Ma with a value of $30.3M, Financial Sector Spdr with a value of $29.5M, and Ishares Core S&P U.S. Value Et with a value of $29.2M.
Examining the 13F form we can see an increase of $36M in the current position value, from $1.21B to 1.24B.
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.
