Trek Financial, LLC
CIK Number: 0001768195
1.34B
Market Value
384
# of Holdings
7 months
Avg. Holding Period
34.00%
Win Rate
7.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLK | Technology Sele... | 192.86 | -0.54% | 314.15K | +0.61% | 73.05M | 146.39 | 5.45% |
| 2 | VOO | Vanguard 500 In... | 484.02 | +0.16% | 69.81K | +8.16% | 37.61M | 386.79 | 2.81% |
| 3 | VUG | Vanguard Growth... | 351.85 | +0.18% | 80.82K | +11.96% | 33.17M | 284.32 | 2.48% |
| 4 | XLF | Financial Selec... | 46.67 | +0.31% | 666.3K | +2.32% | 32.2M | 36.21 | 2.40% |
| 5 | XLY | Consumer Discre... | 185.45 | +0.66% | 143.02K | +20.30% | 32.09M | 175.36 | 2.40% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.