Trek Financial, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1B

Holdings

282

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (282 positions)

StockValue
EWCISHARES INC
$377K
IWMISHARES TR
$376K
VPUVANGUARD WORLD FDS
$372K
QCOMQUALCOMM INC
$367K
VGTVANGUARD WORLD FDS
$353K
PJANINNOVATOR ETFS TR
$352K
SCHOSCHWAB STRATEGIC TR
$352K
4I1PHILIP MORRIS INTL INC
$349K
COPCONOCOPHILLIPS
$348K
VTVVANGUARD INDEX FDS
$344K
BACBANK AMERICA CORP
$327K
DALDELTA AIR LINES INC DEL
$323K
PJUNINNOVATOR ETFS TR
$323K
DINOHF SINCLAIR CORP
$322K
BABOEING CO
$322K
FIZZNATIONAL BEVERAGE CORP
$321K
EBAEBAY INC.
$315K
BSEPINNOVATOR ETFS TR
$309K
EWUISHARES TR
$309K
LOWLOWES COS INC
$307K
EWQISHARES INC
$305K
EOGEOG RES INC
$305K
ACNACCENTURE PLC IRELAND
$305K
MCDMCDONALDS CORP
$303K
ADIANALOG DEVICES INC
$303K
HSYHERSHEY CO
$303K
ARCCARES CAPITAL CORP
$286K
EWGISHARES INC
$284K
BUFFINNOVATOR ETFS TR
$282K
SYKSTRYKER CORPORATION
$278K
SRCUSDSPIRIT RLTY CAP INC NEW
$276K
APDAIR PRODS & CHEMS INC
$274K
NULVNUSHARES ETF TR
$272K
KOCOCA COLA CO
$271K
CNCCENTENE CORP DEL
$270K
FJANFIRST TR EXCHNG TRADED FD VI
$267K
IQVIQVIA HLDGS INC
$267K
XOPSPDR SER TR
$266K
INTCINTEL CORP
$265K
TXNTEXAS INSTRS INC
$259K
IAU*ISHARES GOLD TR
$259K
GLPIGAMING & LEISURE PPTYS INC
$256K
XBILRBB FD INC
$251K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$247K
IWFISHARES TR
$247K
DAUGFIRST TR EXCHNG TRADED FD VI
$241K
IGSBISHARES TR
$241K
WESWESTERN MIDSTREAM PARTNERS L
$237K
WMTWALMART INC
$237K
MPLXMPLX LP
$236K
GEGENERAL ELECTRIC CO
$235K
SMINISHARES TR
$231K
OKEONEOK INC NEW
$230K
SLQDISHARES TR
$229K
IWDISHARES TR
$224K
HONHONEYWELL INTL INC
$224K
MRVLMARVELL TECHNOLOGY INC
$222K
AJGGALLAGHER ARTHUR J & CO
$218K
NFLXNETFLIX INC
$216K
RTXRTX CORPORATION
$214K
DSUBLACKROCK DEBT STRATEGIES FD
$212K
PKGPACKAGING CORP AMER
$212K
LGLVSPDR SER TR
$211K
ADBEADOBE INC
$211K
BJULINNOVATOR ETFS TR
$209K
VYMVANGUARD WHITEHALL FDS
$207K
BNOVINNOVATOR ETFS TR
$202K
BOTZGLOBAL X FDS
$201K
IDAIDACORP INC
$200K
PRPERMIAN RESOURCES CORP
$183K
SPDNDIREXION SHS ETF TR
$176K
SWN1EURSOUTHWESTERN ENERGY CO
$148K
NYCBEURNEW YORK CMNTY BANCORP INC
$134K
ICLICL GROUP LTD
$131K
CRKCOMSTOCK RES INC
$124K
GUTGABELLI UTIL TR
$78K
HANHAWAIIAN HOLDINGS INC
$74K
EMXEMX RTY CORP
$36K
VAPOTHERM INC
$32K
LYGLLOYDS BANKING GROUP PLC
$22K
CBATCBAK ENERGY TECHNOLOGY INC
$12K
BENSON HILL INC
$6K
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