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Value $
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$1.34B
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Signature - Title
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Thomas Shea - CCO
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Location
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Scottsdale, AZ
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Summary
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This page shows a list of all the recent 13F filings made by Trek Financial, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Trek Financial, LLC reported 405 stock holdings with total value $1.34B as of Q4 2024. Top holdings included XLK, VOO, VUG, XLF, and XLY.