Trek Financial, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.34B
Signature - Title
Thomas Shea - CCO
Location
Scottsdale, AZ
Summary
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.
Holdings Value