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BCJ Capital Management

Latest statistics and disclosures from Trek Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are XLK, SPY, IEMG, XLF, VOO, and represent 15.23% of Trek Financial's stock portfolio.
Added to shares of these 10 stocks: VXX (+$24M), VOO (+$23M), CQQQ (+$19M), SPY (+$18M), VUG (+$18M), TAN (+$16M), XLF (+$13M), IEMG (+$12M), GOOG (+$10M), MSFT (+$9.9M).
Started 84 new stock positions in NVD, NBIS, TAN, FAST, GE, PMBS, BWXT, TSLY, C, EL.
Reduced shares in these 10 stocks: BNDX (-$24M), KWEB (-$15M), SLV (-$13M), IAG (-$12M), EMB (-$11M), AEM (-$9.9M), USHY (-$9.1M), URNM (-$8.8M), AAPD (-$8.6M), VCIT (-$8.4M).
Sold out of its positions in ARKK, AVAV, ARQT, BOX, CNA, CBAT, CMCSA, DFAI, AAPD, QBTS.
Trek Financial was a net buyer of stock by $93M.
Trek Financial has $1.7B in assets under management (AUM), dropping by 13.61%.
Central Index Key (CIK): 0001768195

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Portfolio Holdings for Trek Financial

Trek Financial holds 434 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr Technology (XLK)	4.7	$82M		289k	281.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$47M	+62%	71k	666.20	View chart
Ishares Core Msci Emkt (IEMG)	2.8	$47M	+35%	717k	65.92	View chart
Select Sector Spdr Tr Financial (XLF)	2.7	$47M	+37%	863k	53.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$39M	+141%	64k	612.38	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$36M	+98%	75k	479.61	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	2.0	$35M	+2%	147k	239.64	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$35M	+40%	143k	243.55	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$29M		628k	46.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$27M		195k	139.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$26M	+7%	300k	87.31	View chart
Select Sector Spdr Tr Communication (XLC)	1.4	$25M	-18%	210k	118.37	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	1.4	$24M	NEW	735k	33.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$24M	+23%	403k	59.20	View chart
Apple (AAPL)	1.3	$23M	+5%	90k	254.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.3	$23M	-9%	223k	100.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$21M		176k	120.72	View chart
Microsoft Corporation (MSFT)	1.2	$20M	+100%	38k	517.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$20M	-10%	101k	194.50	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.1	$19M		244k	78.37	View chart
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ)	1.1	$19M	NEW	319k	59.01	View chart
NVIDIA Corporation (NVDA)	1.1	$18M	-12%	99k	186.58	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$17M	-9%	256k	67.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$17M	+2%	81k	206.51	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$17M	+77%	50k	332.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$16M	+13%	25k	669.30	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.9	$16M	NEW	371k	43.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.9	$16M	+26%	56k	279.29	View chart
Select Sector Spdr Tr Indl (XLI)	0.9	$15M	-9%	99k	154.23	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.9	$15M	-15%	143k	102.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$14M		64k	215.79	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.8	$13M	-28%	142k	91.75	View chart
Amazon (AMZN)	0.8	$13M	+12%	59k	219.57	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$13M	-8%	171k	72.77	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$12M	+15%	130k	95.15	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$12M	-51%	290k	42.37	View chart
Tesla Motors (TSLA)	0.7	$12M	+82%	27k	444.73	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$11M	+6%	175k	65.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$11M	+5%	32k	355.47	View chart
Meta Platforms Cl A (META)	0.6	$11M	+8%	15k	734.39	View chart
I-80 Gold Corp (IAUX)	0.6	$11M	+4%	11M	0.96	View chart
Broadcom (AVGO)	0.6	$11M	+31%	32k	329.91	View chart
Ishares Em Mkts Div Etf (DVYE)	0.6	$10M	-35%	348k	29.69	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$9.3M	+194%	273k	34.16	View chart
Copa Holdings Sa Cl A (CPA)	0.5	$9.1M	+5%	76k	118.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$8.9M	-4%	120k	74.37	View chart
Flex Lng SHS (FLNG)	0.5	$8.9M	+5%	353k	25.20	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.5	$8.9M	NEW	216k	41.14	View chart
Roku Com Cl A (ROKU)	0.5	$8.8M	+5%	88k	100.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$8.8M	NEW	42k	209.26	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$8.8M	+8%	232k	37.86	View chart
Palantir Technologies Cl A (PLTR)	0.5	$8.7M	+1629%	48k	182.42	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$8.6M	-25%	98k	87.21	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.5	$8.5M	NEW	324k	26.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$8.1M	-27%	14k	600.37	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.5	$8.1M	-3%	324k	24.96	View chart
Graniteshares Etf Tr 2x Short Nvda Da (NVD)	0.5	$8.1M	NEW	926k	8.70	View chart
Nike CL B (NKE)	0.5	$7.9M	-2%	113k	69.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.5	$7.8M	NEW	44k	178.73	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.4	$7.6M	+4%	235k	32.37	View chart
EQT Corporation (EQT)	0.4	$7.4M	+71%	137k	54.43	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$7.4M	+18%	139k	53.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$7.2M	+10%	28k	256.45	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.4	$7.1M	+23%	155k	45.78	View chart
Sprouts Fmrs Mkt (SFM)	0.4	$7.0M	+48%	65k	108.80	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.4	$6.9M	+24%	68k	101.93	View chart
Applovin Corp Com Cl A (APP)	0.4	$6.9M	+851%	9.6k	718.54	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$6.8M		93k	73.48	View chart
American Eagle Outfitters (AEO)	0.4	$6.5M	NEW	379k	17.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$6.4M	+27%	62k	103.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.2M	-17%	229k	27.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$6.2M	+2%	19k	328.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$6.1M	-27%	61k	100.69	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$6.0M	+16%	116k	51.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$5.8M	-23%	58k	99.95	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$5.7M	-66%	60k	95.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.3	$5.7M		155k	36.69	View chart
Dakota Gold Corp (DC)	0.3	$5.6M	-8%	1.2M	4.55	View chart
AVINO SILVER & GOLD Mines Lt (ASM)	0.3	$5.5M	+129%	1.0M	5.25	View chart
Ishares Msci Jpn Etf New (EWJ)	0.3	$5.4M	+323%	68k	80.21	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.3	$5.4M	-16%	141k	38.37	View chart
Global X Fds Global X Copper (COPX)	0.3	$5.4M	NEW	90k	59.81	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.3	$5.3M	NEW	165k	32.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.3M	+14%	22k	243.10	View chart
Transocean Registered Shs (RIG)	0.3	$5.2M	NEW	1.7M	3.12	View chart
Lauder Estee Cos Cl A (EL)	0.3	$5.0M	NEW	57k	88.12	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$5.0M	-7%	56k	89.34	View chart
Wheaton Precious Metals Corp (WPM)	0.3	$4.9M	-10%	44k	111.84	View chart
Northrop Grumman Corporation (NOC)	0.3	$4.8M	NEW	8.0k	609.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.8M	+6%	152k	31.91	View chart
Exxon Mobil Corporation (XOM)	0.3	$4.8M	-15%	43k	112.75	View chart
Citigroup Com New (C)	0.3	$4.8M	NEW	47k	101.50	View chart
Newmont Mining Corporation (NEM)	0.3	$4.8M	-7%	57k	84.31	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.3	$4.7M		131k	36.03	View chart
Ubiquiti (UI)	0.3	$4.7M	+379%	7.1k	660.58	View chart
Cbre Group Cl A (CBRE)	0.3	$4.7M	NEW	30k	157.56	View chart
Philip Morris International (PM)	0.3	$4.7M	-32%	29k	162.20	View chart
Sable Offshore Corp Com Shs (SOC)	0.3	$4.7M	NEW	266k	17.46	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.3	$4.5M	-10%	400k	11.24	View chart
Snap Cl A (SNAP)	0.3	$4.5M	+5%	578k	7.71	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$4.3M	-2%	132k	32.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$4.3M		99k	43.10	View chart
Southern Company (SO)	0.2	$4.3M	+21%	45k	94.77	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$4.2M	+20%	38k	109.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$4.2M		100k	42.02	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$4.2M	NEW	52k	80.10	View chart
Eni S P A Sponsored Adr (E)	0.2	$4.1M	NEW	118k	34.95	View chart
Fastenal Company (FAST)	0.2	$4.1M	NEW	83k	49.04	View chart
Boston Scientific Corporation (BSX)	0.2	$4.0M	+23%	41k	97.63	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$4.0M	+47%	51k	78.34	View chart
Teck Resources CL B (TECK)	0.2	$3.9M	-22%	90k	43.89	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.2	$3.9M		27k	142.88	View chart
eBay (EBAY)	0.2	$3.9M	NEW	43k	90.95	View chart
CoStar (CSGP)	0.2	$3.8M	NEW	45k	84.37	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.8M	NEW	28k	133.90	View chart
Vizsla Silver Corp Com New (VZLA)	0.2	$3.8M	NEW	869k	4.32	View chart
Cadence Design Systems (CDNS)	0.2	$3.7M	NEW	11k	351.26	View chart
AFLAC Incorporated (AFL)	0.2	$3.6M		32k	111.70	View chart
Ge Vernova (GEV)	0.2	$3.6M	NEW	5.8k	614.90	View chart
Orla Mining LTD New F (ORLA)	0.2	$3.6M	NEW	329k	10.80	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$3.5M	+41%	43k	82.96	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$3.5M	+13%	82k	42.47	View chart
Karman Hldgs Common Stock (KRMN)	0.2	$3.5M	-10%	48k	72.20	View chart
Talen Energy Corp (TLN)	0.2	$3.5M	-24%	8.2k	425.38	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$3.4M	-72%	91k	37.78	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$3.4M	-2%	42k	81.19	View chart
Pure Storage Cl A (PSTG)	0.2	$3.4M	NEW	41k	83.81	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.4M	-25%	67k	50.73	View chart
Etf Ser Solutions Acquirers Fd (ZIG)	0.2	$3.4M	+5%	90k	37.67	View chart
Agnico (AEM)	0.2	$3.3M	-74%	20k	168.56	View chart
Oracle Corporation (ORCL)	0.2	$3.3M	-56%	12k	281.25	View chart
Valaris Cl A (VAL)	0.2	$3.3M	NEW	68k	48.77	View chart
Noble Corp Ord Shs A (NE)	0.2	$3.3M	NEW	116k	28.28	View chart
Investment Managers Ser Tr I Tradr 2x Short (TSLQ)	0.2	$3.3M	+21%	408k	8.05	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$3.0M	+12%	41k	73.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.0M	-73%	35k	84.11	View chart
Alamos Gold Com Cl A (AGI)	0.2	$3.0M	-66%	85k	34.86	View chart
Cameco Corporation (CCJ)	0.2	$2.9M	-9%	35k	83.86	View chart
Celestica (CLS)	0.2	$2.9M	+326%	12k	246.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.9M	+2%	49k	59.92	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$2.9M	+10%	28k	103.07	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$2.6M	+43%	35k	76.40	View chart
Visa Com Cl A (V)	0.2	$2.6M	+30%	7.6k	341.37	View chart
Sandisk Corp (SNDK)	0.2	$2.6M	NEW	23k	112.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$2.6M	-25%	38k	67.51	View chart
Medpace Hldgs (MEDP)	0.1	$2.6M	NEW	5.0k	514.16	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$2.5M	-9%	18k	143.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.5M	+6%	34k	73.46	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.5M	-71%	22k	113.88	View chart
Bwx Technologies (BWXT)	0.1	$2.5M	NEW	13k	184.37	View chart
Costco Wholesale Corporation (COST)	0.1	$2.3M	-3%	2.5k	925.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$2.3M	+8%	14k	164.54	View chart
Nebius Group Shs Class A (NBIS)	0.1	$2.3M	NEW	21k	112.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.3M		24k	93.37	View chart
Global X Fds Msci Greece Etf (GREK)	0.1	$2.2M	+4%	34k	64.40	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$2.2M	-29%	22k	101.19	View chart
Ishares Msci Cda Etf (EWC)	0.1	$2.2M	+4%	43k	50.55	View chart
Johnson & Johnson (JNJ)	0.1	$2.1M	+204%	12k	185.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$2.1M	-91%	43k	49.46	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.1M	-5%	50k	42.13	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$2.1M	+30%	78k	26.85	View chart
Caterpillar (CAT)	0.1	$2.1M	+4%	4.4k	477.15	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$2.0M	-7%	44k	45.80	View chart
Abbvie (ABBV)	0.1	$2.0M	+14%	8.7k	231.54	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.0M	NEW	58k	34.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.0M	+18%	85k	23.12	View chart
Iamgold Corp (IAG)	0.1	$2.0M	-85%	151k	12.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$2.0M		45k	43.91	View chart
Spinnaker Etf Series Select Stoxx Eur (EUAD)	0.1	$1.9M	NEW	41k	46.97	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.1	$1.9M	NEW	124k	15.38	View chart
Chevron Corporation (CVX)	0.1	$1.9M	+40%	12k	155.30	View chart
Metropcs Communications (TMUS)	0.1	$1.9M	+25%	7.9k	239.39	View chart
Spdr Series Trust Oilgas Equip (XES)	0.1	$1.9M	NEW	26k	72.35	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$1.9M	+5%	57k	33.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.9M	-13%	3.7k	502.74	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$1.9M		49k	38.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.9M	-24%	21k	89.37	View chart
Deere & Company (DE)	0.1	$1.8M	+12%	4.0k	457.22	View chart
Platinum Group Metals (PLG)	0.1	$1.8M	-65%	695k	2.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.8M	+12%	3.1k	568.89	View chart
Ionq Inc Pipe (IONQ)	0.1	$1.8M	NEW	29k	61.50	View chart
International Business Machines (IBM)	0.1	$1.8M	+205%	6.2k	282.17	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$1.7M		37k	47.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.7M	+5%	38k	45.60	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.7M	-42%	49k	35.79	View chart
Cisco Systems (CSCO)	0.1	$1.7M	-9%	25k	68.42	View chart
Amgen (AMGN)	0.1	$1.7M	+28%	6.0k	282.20	View chart
At&t (T)	0.1	$1.7M	-65%	60k	28.24	View chart
McDonald's Corporation (MCD)	0.1	$1.7M	+290%	5.5k	303.91	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.7M	+8%	5.3k	315.43	View chart
Eli Lilly & Co. (LLY)	0.1	$1.7M		2.2k	762.98	View chart
Coca-Cola Company (KO)	0.1	$1.6M	+24%	25k	66.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.6M	-46%	14k	118.83	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.6M	+5%	32k	50.59	View chart
ConocoPhillips (COP)	0.1	$1.6M	+45%	17k	94.59	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$1.6M	+29%	38k	41.97	View chart
3M Company (MMM)	0.1	$1.5M	NEW	9.8k	155.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.5M	+40%	3.1k	485.02	View chart
Bristol Myers Squibb (BMY)	0.1	$1.5M	NEW	33k	45.10	View chart
General Motors Company (GM)	0.1	$1.5M	+18%	24k	60.97	View chart
salesforce (CRM)	0.1	$1.5M	+29%	6.2k	237.00	View chart
Union Pacific Corporation (UNP)	0.1	$1.4M	+7%	5.9k	236.37	View chart
Glacier Ban (GBCI)	0.1	$1.4M		29k	48.67	View chart
FedEx Corporation (FDX)	0.1	$1.4M	+35%	5.9k	235.81	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.4M	+7%	12k	111.22	View chart
Emerson Electric (EMR)	0.1	$1.3M	+6%	10k	131.18	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.1	$1.3M	+14%	45k	28.73	View chart
Intuit (INTU)	0.1	$1.3M	-79%	1.9k	682.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.3M	-8%	31k	41.06	View chart
Honeywell International (HON)	0.1	$1.2M	+14%	5.9k	210.51	View chart
Danaher Corporation (DHR)	0.1	$1.2M	+26%	6.1k	198.26	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.2M	NEW	20k	62.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$1.1M		28k	39.69	View chart
Innovator Etfs Trust Prem Inc 20 Barr (OCTH)	0.1	$1.1M		46k	24.05	View chart
Kinder Morgan (KMI)	0.1	$1.1M		38k	28.31	View chart
Intel Corporation (INTC)	0.1	$1.1M	-6%	32k	33.55	View chart
Wells Fargo & Company (WFC)	0.1	$1.0M	+58%	13k	83.82	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.0M	NEW	13k	79.80	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$1.0M	+153%	16k	65.85	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$1.0M	+19%	16k	62.22	View chart
Home Depot (HD)	0.1	$998k	-6%	2.5k	405.24	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$997k	+84%	14k	70.24	View chart
Netflix (NFLX)	0.1	$993k	-76%	828.00	1198.92	View chart
Wal-Mart Stores (WMT)	0.1	$932k	+14%	9.0k	103.06	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$920k		6.7k	138.25	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$911k	+6%	19k	48.99	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$866k		34k	25.26	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.1	$861k		9.5k	90.52	View chart
Ishares Tr High Yld Systm B (HYDB)	0.0	$857k	+36%	18k	47.84	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.0	$856k	-4%	31k	27.93	View chart
Walt Disney Company (DIS)	0.0	$805k		7.0k	114.50	View chart
Bank of America Corporation (BAC)	0.0	$796k	+28%	15k	51.59	View chart
Procter & Gamble Company (PG)	0.0	$786k	-8%	5.1k	153.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$784k	+8%	15k	54.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$781k	+9%	8.2k	95.14	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$755k	+59%	12k	63.62	View chart
Global X Fds Global X Silver (SIL)	0.0	$744k	-23%	10k	71.63	View chart
Kinross Gold Corp (KGC)	0.0	$742k	NEW	30k	24.85	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.0	$739k	-11%	25k	29.29	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$735k	-57%	14k	51.09	View chart
Ishares Msci Spain Etf (EWP)	0.0	$734k	-90%	15k	49.50	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$727k	+119%	23k	31.51	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.0	$725k	+3%	10k	71.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$717k		17k	42.13	View chart
Invitation Homes (INVH)	0.0	$708k		24k	29.33	View chart
Ishares Msci Aust Etf (EWA)	0.0	$699k	+68%	26k	27.00	View chart
Lockheed Martin Corporation (LMT)	0.0	$680k	+4%	1.4k	499.21	View chart
Allstate Corporation (ALL)	0.0	$678k	+8%	3.2k	214.65	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$674k	+119%	25k	26.84	View chart
Royal Caribbean Cruises (RCL)	0.0	$673k	+8%	2.1k	323.58	View chart
Merck & Co (MRK)	0.0	$673k	+18%	8.0k	83.93	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$662k	+75%	2.7k	241.95	View chart
Advanced Micro Devices (AMD)	0.0	$660k	+3%	4.1k	161.80	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$653k		13k	51.59	View chart
Applied Materials (AMAT)	0.0	$651k	+9%	3.2k	204.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$646k		6.9k	93.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$644k		13k	50.27	View chart
Ssr Mining (SSRM)	0.0	$642k	NEW	26k	24.41	View chart
Synchrony Financial (SYF)	0.0	$635k	+22%	8.9k	71.05	View chart
Sterling Construction Company (STRL)	0.0	$628k	+7%	1.8k	339.68	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$626k	-17%	4.3k	145.61	View chart
Adtalem Global Ed (ATGE)	0.0	$621k	-88%	4.0k	154.45	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$619k	+18%	24k	26.34	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$618k	-90%	3.2k	195.86	View chart
SkyWest (SKYW)	0.0	$617k	+24%	6.1k	100.62	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$607k	+16%	21k	28.91	View chart
Argan (AGX)	0.0	$607k	+45%	2.2k	270.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.0	$596k		19k	32.14	View chart
Ezcorp Cl A Non Vtg (EZPW)	0.0	$592k	NEW	31k	19.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$589k	+20%	5.9k	100.25	View chart
Powell Industries (POWL)	0.0	$588k	NEW	1.9k	304.81	View chart
Invesco Exchange Traded Fd T Dorsey Wrgt Util (PUI)	0.0	$581k		13k	45.93	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.0	$575k	NEW	15k	38.67	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$574k	-5%	14k	42.01	View chart
Strategy Cl A New (MSTR)	0.0	$568k	-13%	1.8k	322.21	View chart
Ishares Msci Mly Etf New (EWM)	0.0	$568k	+162%	22k	25.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$565k		15k	38.90	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$565k	NEW	5.1k	111.47	View chart
Vanguard World Utilities Etf (VPU)	0.0	$561k		3.0k	189.41	View chart
Ishares Tr Msci Poland Etf (EPOL)	0.0	$554k	+22%	17k	32.20	View chart
Boeing Company (BA)	0.0	$553k	+2%	2.6k	215.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$551k	-91%	9.4k	58.85	View chart
T. Rowe Price (TROW)	0.0	$545k		5.3k	102.64	View chart
Dxp Enterprises Com New (DXPE)	0.0	$538k	NEW	4.5k	119.07	View chart
Okta Cl A (OKTA)	0.0	$538k	+89%	5.9k	91.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$536k	+48%	3.7k	145.60	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.0	$533k	NEW	18k	30.35	View chart
Blue Bird Corp (BLBD)	0.0	$532k	NEW	9.2k	57.55	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.0	$531k		11k	47.25	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$519k	+5%	11k	48.86	View chart
Commscope Hldg (COMM)	0.0	$516k	NEW	33k	15.48	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$515k	-10%	13k	40.35	View chart
Stride (LRN)	0.0	$509k	+48%	3.4k	148.94	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$508k	+27%	5.1k	100.05	View chart
Lendingclub Corp Com New (LC)	0.0	$505k	NEW	33k	15.19	View chart
Charles Schwab Corporation (SCHW)	0.0	$495k	+7%	5.2k	95.47	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$490k	-4%	17k	28.62	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$483k	-5%	9.1k	53.19	View chart
Ares Capital Corporation (ARCC)	0.0	$483k		24k	20.41	View chart
Kla Corp Com New (KLAC)	0.0	$475k		441.00	1078.04	View chart
Willdan (WLDN)	0.0	$468k	NEW	4.8k	96.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$458k	+9%	7.0k	65.26	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.0	$457k	-28%	12k	39.01	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$452k	-17%	4.5k	99.81	View chart
Brinker International (EAT)	0.0	$447k	+74%	3.5k	126.68	View chart
Lowe's Companies (LOW)	0.0	$446k	-60%	1.8k	251.31	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$446k		8.4k	53.02	View chart
Innovator Etfs Trust Uncapped Acclrtd (XUSP)	0.0	$441k	+5%	9.5k	46.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$438k	-5%	10k	42.95	View chart
Qualcomm (QCOM)	0.0	$433k	+38%	2.6k	166.36	View chart
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)	0.0	$428k	-11%	21k	20.29	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$424k		14k	31.38	View chart
Starbucks Corporation (SBUX)	0.0	$423k	-67%	5.0k	84.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$419k	-36%	894.00	468.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$416k	+21%	2.2k	186.51	View chart
Pacs Group Com Shs (PACS)	0.0	$405k		30k	13.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$402k		2.9k	140.95	View chart
Shenandoah Telecommunications Company (SHEN)	0.0	$401k		30k	13.42	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.0	$401k	-8%	17k	23.88	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$399k	NEW	4.4k	91.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$396k		10k	38.57	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$395k	+9%	8.4k	46.81	View chart
Dell Technologies CL C (DELL)	0.0	$391k	NEW	2.8k	141.77	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$391k	+33%	6.9k	56.75	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$386k		8.0k	48.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$366k	-12%	4.6k	79.93	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$364k	+21%	15k	24.15	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$356k	+18%	7.2k	49.66	View chart
Innovator Etfs Trust Growth 100 Pwr B (NAUG)	0.0	$353k		12k	28.95	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$350k		13k	26.49	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$349k	+4%	3.5k	98.59	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$347k		2.6k	134.42	View chart
Marvell Technology (MRVL)	0.0	$344k		4.1k	84.07	View chart
Nextera Energy (NEE)	0.0	$335k	+3%	4.4k	75.49	View chart
Spdr Series Trust Nyse Tech Etf (XNTK)	0.0	$328k		1.2k	272.12	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$328k		1.6k	209.34	View chart
Arista Networks Com Shs (ANET)	0.0	$322k	-22%	2.2k	145.71	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.0	$321k		12k	27.08	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.0	$321k		8.3k	38.43	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$321k		2.9k	110.49	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.0	$319k	-61%	8.5k	37.47	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$316k	+9%	8.0k	39.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$315k		7.0k	45.21	View chart
Novo-nordisk A S Adr (NVO)	0.0	$312k	+31%	5.6k	55.49	View chart
Ishares Msci Switzerland (EWL)	0.0	$312k	+46%	5.6k	55.24	View chart
Abbott Laboratories (ABT)	0.0	$311k	-75%	2.3k	133.92	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$311k	-3%	7.1k	43.83	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$309k	+7%	2.5k	125.95	View chart
Pepsi (PEP)	0.0	$307k	-24%	2.2k	140.44	View chart
CVS Caremark Corporation (CVS)	0.0	$302k	NEW	4.0k	75.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.0	$302k		7.3k	41.15	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$301k	-21%	3.3k	89.77	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$300k	-5%	6.4k	46.91	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$298k	NEW	1.9k	159.89	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$297k	-26%	6.2k	48.29	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$291k	+4%	893.00	326.36	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$290k	NEW	4.3k	67.05	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.0	$287k		1.6k	178.13	View chart
Gilead Sciences (GILD)	0.0	$283k	NEW	2.6k	111.00	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$282k		6.2k	45.74	View chart
Altria (MO)	0.0	$281k	-6%	4.3k	66.06	View chart
Verizon Communications (VZ)	0.0	$278k	-25%	6.3k	43.95	View chart
Booking Holdings (BKNG)	0.0	$275k	-92%	51.00	5400.84	View chart
Constellation Energy (CEG)	0.0	$274k	-5%	832.00	329.07	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$274k		930.00	294.32	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.0	$272k		9.5k	28.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$271k	+11%	923.00	293.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$270k	-80%	11k	24.40	View chart
Enterprise Products Partners (EPD)	0.0	$267k	-3%	8.5k	31.27	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.0	$265k	NEW	5.3k	49.66	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$264k	NEW	2.8k	93.35	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$262k	-11%	7.9k	33.21	View chart
Ishares Msci Germany Etf (EWG)	0.0	$259k	-79%	6.2k	41.61	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$258k		2.2k	118.44	View chart
Vistra Energy (VST)	0.0	$258k	-28%	1.3k	195.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$257k		5.9k	43.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$257k	+6%	10k	25.71	View chart
CVB Financial (CVBF)	0.0	$255k	NEW	14k	18.91	View chart
F5 Networks (FFIV)	0.0	$254k	-58%	786.00	323.19	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$250k	-7%	5.8k	43.50	View chart
Ge Aerospace Com New (GE)	0.0	$247k	NEW	821.00	300.65	View chart
Darden Restaurants (DRI)	0.0	$244k	+14%	1.3k	190.36	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$244k	NEW	4.8k	50.63	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.0	$244k	-4%	8.4k	28.94	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$243k	NEW	5.6k	43.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$242k		1.2k	203.59	View chart
United Parcel Service CL B (UPS)	0.0	$240k	-3%	2.9k	83.53	View chart
UnitedHealth (UNH)	0.0	$239k	-73%	692.00	345.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$238k	NEW	1.4k	170.85	View chart
Texas Instruments Incorporated (TXN)	0.0	$238k	NEW	1.3k	183.80	View chart
American Express Company (AXP)	0.0	$237k	+2%	712.00	332.16	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$236k	-18%	4.5k	53.03	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.0	$235k		4.5k	52.65	View chart
Vanguard World Health Car Etf (VHT)	0.0	$234k		903.00	259.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$234k		3.3k	71.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$231k		13k	17.16	View chart
Innovator Etfs Trust Equity Dual Dirt (DDFL)	0.0	$230k	NEW	11k	20.20	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$228k	NEW	2.0k	111.56	View chart
Micron Technology (MU)	0.0	$225k	NEW	1.3k	167.32	View chart
Blackrock Debt Strategies Com New (DSU)	0.0	$220k		21k	10.62	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.0	$220k	NEW	8.3k	26.46	View chart
Autodesk (ADSK)	0.0	$219k	+3%	689.00	317.67	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.0	$218k		7.6k	28.65	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$218k	+3%	556.00	391.64	View chart
TJX Companies (TJX)	0.0	$215k	-42%	1.5k	144.54	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$214k	NEW	5.6k	38.11	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$213k	NEW	2.8k	76.72	View chart
Hf Sinclair Corp (DINO)	0.0	$211k	NEW	4.0k	52.34	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$209k	+7%	849.00	246.60	View chart
Ies Hldgs (IESC)	0.0	$209k	NEW	526.00	397.65	View chart
Realty Income (O)	0.0	$209k	-2%	3.4k	60.79	View chart
Automatic Data Processing (ADP)	0.0	$208k	-33%	709.00	293.33	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$207k	NEW	3.7k	55.75	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$207k		6.1k	33.89	View chart
Innovator Etfs Trust International Dv (IOCT)	0.0	$206k		6.0k	34.17	View chart
Paychex (PAYX)	0.0	$204k	+4%	1.6k	126.74	View chart
Target Corporation (TGT)	0.0	$200k	-79%	2.2k	89.70	View chart
Tidal Trust Ii Yieldmax Magnifi (YMAG)	0.0	$192k	NEW	12k	15.71	View chart
Tidal Trust Ii Yieldmax Mstr Op (MSTY)	0.0	$171k	+28%	12k	13.96	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$165k		10k	16.42	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$159k	NEW	14k	11.60	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.0	$154k	+80%	20k	7.58	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.0	$154k	NEW	14k	11.09	View chart
Adt (ADT)	0.0	$149k	-28%	17k	8.71	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$149k	NEW	18k	8.27	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$148k	+84%	31k	4.81	View chart
Telefonica S A Sponsored Adr (TEF)	0.0	$146k	+69%	29k	5.08	View chart
TrueBlue (TBI)	0.0	$131k	-39%	21k	6.13	View chart
Tidal Trust Ii Yieldmax Tsla Op (TSLY)	0.0	$123k	NEW	13k	9.43	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$107k	-3%	13k	7.99	View chart
E M X Royalty Corpor small blend (EMX)	0.0	$103k		20k	5.15	View chart
Enel Chile Sponsored Adr (ENIC)	0.0	$94k	-4%	24k	3.89	View chart
Gabelli Utility Trust (GUT)	0.0	$67k		11k	6.07	View chart
Propetro Hldg (PUMP)	0.0	$57k	NEW	11k	5.24	View chart

Past Filings by Trek Financial

SEC 13F filings are viewable for Trek Financial going back to 2018

Trek Financial 2025 Q3 filed Oct. 31, 2025
Trek Financial 2025 Q2 filed Aug. 13, 2025
Trek Financial 2025 Q1 filed April 30, 2025
Trek Financial 2024 Q4 filed Feb. 13, 2025
Trek Financial 2024 Q3 filed Nov. 14, 2024
Trek Financial 2024 Q2 filed Aug. 12, 2024
Trek Financial 2024 Q1 filed May 14, 2024
Trek Financial 2023 Q4 filed Feb. 8, 2024
Trek Financial 2023 Q3 filed Nov. 14, 2023
Trek Financial 2023 Q2 filed Aug. 14, 2023
Trek Financial 2023 Q1 filed May 12, 2023
Trek Financial 2022 Q4 filed Feb. 13, 2023
Trek Financial 2022 Q3 filed Nov. 14, 2022
Trek Financial 2022 Q2 filed Aug. 10, 2022
Trek Financial 2022 Q1 filed May 10, 2022
Trek Financial 2021 Q4 filed Jan. 19, 2022

View all past filings

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