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Trek Financial, LLC

All holdings · as of Dec 31, 2025

446 positions

CompanyClassValueShares% of portfolio
JOHNSON & JOHNSON$2.33M11,2800.1%
VANGUARD INTL EQUITY INDEX F$2.27M30,8860.1%
DEERE & CO$2.26M4,8440.1%
EMBRAER S.A.EMBJADR$2.22M34,5300.1%
SPDR SERIES TRUST$2.22M27,0990.1%
ISHARES U S ETF TR$2.22M89,1800.1%
Walt Disney Co$2.22M19,5070.1%
iShares MSCI UAE ETF$2.22M25,4480.1%
CISCO SYSTEMS, INC.$2.14M27,7880.1%
COSTCO WHOLESALE CORP /NEW$2.13M2,4670.1%
CHEVRON CORP$2.12M13,8960.1%
AMGEN INC$2.09M6,3970.1%
Planet Labs PBC$2.08M105,4410.1%
Salesforce Inc$2.07M7,8270.1%
COCA COLA CO$2.07M29,5790.1%
Mastercard Inc$2.05M3,5840.1%
PIMCO ETF TR$2.04M76,5730.1%
AbbVie Inc.$2.03M8,8990.1%
EXCHANGE TRADED CONCEPTS TRU$2.03M31,9940.1%
INNOVATOR ETFS TRUST$2.00M42,6050.1%
TERADYNE, INC$1.99M10,2880.1%
iShares MSCI UAE ETF$1.97M85,6260.1%
SELECT SECTOR SPDR TR$1.97M48,7980.1%
INNOVATOR ETFS TRUST$1.94M39,1250.1%
GILEAD SCIENCES, INC.$1.91M15,5940.1%
FedEx Corp$1.89M6,5470.1%
CVS HEALTH Corp$1.89M23,8280.1%
ConocoPhillips$1.88M20,0320.1%
THERMO FISHER SCIENTIFIC INC.$1.83M3,1580.1%
3M CO$1.82M11,3690.1%
ABRDN ETFS$1.81M92,5900.1%
LOWES COMPANIES INC$1.81M7,4970.1%
INNOVATOR ETFS TRUST$1.80M38,7990.1%
Cloudflare, Inc.$1.79M9,0940.1%
INNOVATOR ETFS TRUST$1.77M51,5480.1%
ISHARES TR$1.75M15,3460.1%
INNOVATOR ETFS TRUST$1.71M43,7570.1%
iShares MSCI UAE ETF$1.69M38,4390.1%
JPMORGAN CHASE & CO$1.68M5,2170.1%
INTUIT INC.$1.67M2,5270.1%
Bluerock Private Real Estate FundBPREClosed-End Fund$1.66M110,8430.1%
EMERSON ELECTRIC CO$1.65M12,4260.1%
DANAHER CORP /DE$1.64M7,1740.1%
Union Pacific Corp$1.62M7,0030.1%
INNOVATOR ETFS TRUST$1.61M42,3650.1%
PIMCO ETF TR$1.55M15,3470.1%
LINDE PLC$1.52M3,5630.1%
HONEYWELL INTERNATIONAL INC$1.50M7,6970.1%
T-Mobile US, Inc.TMUSCommon Stock$1.49M7,3310.1%
ISHARES TR$1.49M16,5540.1%
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