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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Trek Financial, LLC

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001104659-23-090664

Total Value
$1.14B
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6631,134,441$104.2M9.18%
2ISHARES TR46436E718574,231$57.8M5.09%
3PIMCO ETF TR72201R833571,207$57.0M5.02%
4ISHARES TR464287432450,849$46.4M4.09%
5SELECT SECTOR SPDR TR81369Y803224,138$39.0M3.43%
6VANGUARD INDEX FDS922908736121,304$34.3M3.02%
7VANGUARD INDEX FDS92290836380,998$33.0M2.91%
8ISHARES TR46428720067,782$30.2M2.66%
9ISHARES TR46434V613611,994$27.8M2.45%
10ISHARES TR46432F842368,500$24.9M2.19%
11ISHARES TR464287440224,821$21.7M1.91%
12APPLE INCAAPL105,037$20.4M1.80%
13SIMPLIFY EXCHANGE TRADED FUN82889N657891,669$20.2M1.78%
14ISHARES INC46434G822305,739$18.9M1.67%
15SELECT SECTOR SPDR TR81369Y407100,373$17.0M1.50%
16ISHARES TR464287457208,826$16.9M1.49%
17SPDR GOLD TRGLD90,528$16.1M1.42%
18ISHARES TR464287663204,316$16.0M1.41%
19SELECT SECTOR SPDR TR81369Y209113,081$15.0M1.32%
20ISHARES TR46432F33998,830$13.3M1.17%
21ISHARES TR46435U853354,479$12.5M1.10%
22ISHARES TR464288588126,757$11.8M1.04%
23PROSHARES TR74348A376662,654$11.7M1.03%
24PROSHARES TR74347G739867,205$11.5M1.01%
25SELECT SECTOR SPDR TR81369Y852173,992$11.3M1.00%
26MICROSOFT CORPMSFT33,188$11.3M1.00%
27ETF SER SOLUTIONS26922A263339,464$10.2M0.90%
28SELECT SECTOR SPDR TR81369Y605301,311$10.2M0.89%
29SELECT SECTOR SPDR TR81369Y70494,364$10.1M0.89%
30INVESCO QQQ TRIVZ27,364$10.1M0.89%
31ISHARES TR464288885103,316$9.9M0.87%
32RANGE RES CORPRRC321,964$9.5M0.83%
33ISHARES TR46428865384,068$9.3M0.82%
34INNOVATOR ETFS TRINHD325,238$9.3M0.82%
35ENTERPRISE PRODS PARTNERS L293792107344,509$9.1M0.80%
36ISHARES TR46429B267395,551$9.1M0.80%
37ISHARES TR46428772180,916$8.8M0.78%
38AMAZON COM INCAMZN66,557$8.7M0.76%
39ALPHABET INCGOOG71,160$8.6M0.76%
40BERKSHIRE HATHAWAY INC DELBRK-A23,595$8.0M0.71%
41ISHARES INC46434G103147,968$7.3M0.64%
42ISHARES TR46428828184,132$7.3M0.64%
43VANGUARD SCOTTSDALE FDS92206C102125,904$7.3M0.64%
44SELECT SECTOR SPDR TR81369Y30895,635$7.1M0.62%
45ISHARES TR464288877134,197$6.6M0.58%
46VANGUARD WORLD FD92191070974,118$6.5M0.57%
47BARCLAYS BANK PLC06748F324253,630$6.3M0.56%
48SANDRIDGE ENERGY INCSD404,609$6.2M0.54%
49INNOVATOR ETFS TRINHD178,311$6.0M0.53%
50VANGUARD INDEX FDS92290876927,061$6.0M0.53%
51LAMB WESTON HLDGS INCLW51,081$5.9M0.52%
52VANGUARD SCOTTSDALE FDS92206C87074,289$5.9M0.52%
53SPDR S&P 500 ETF TRSPY13,231$5.9M0.52%
54CRESCENT PT ENERGY CORP22576C101838,406$5.6M0.50%
55ISHARES TR46435G42557,568$5.6M0.49%
56SPROTT FDS TRSII163,263$5.5M0.48%
57OCCIDENTAL PETE CORP67459910592,562$5.4M0.48%
58SELECT SECTOR SPDR TR81369Y50666,624$5.4M0.48%
59INVESCO DB US DLR INDEX TRIVZ177,250$5.0M0.44%
60WISDOMTREE TRWT54,713$4.6M0.40%
61META PLATFORMS INCMETA15,745$4.5M0.40%
62VANGUARD CHARLOTTE FDS92203J40788,283$4.3M0.38%
63ISHARES TR46429B65582,313$4.2M0.37%
64E L F BEAUTY INCELF36,116$4.1M0.36%
65ISHARES TR46435G26868,456$3.9M0.35%
66FAIR ISAAC CORPFICO4,854$3.9M0.35%
67SELECT SECTOR SPDR TR81369Y88658,664$3.8M0.34%
68ISHARES TR46429B606188,801$3.6M0.32%
69VANGUARD TAX-MANAGED FDS92194385876,642$3.5M0.31%
70ISHARES TR46428746547,956$3.5M0.31%
71ISHARES TR46429B69745,553$3.4M0.30%
72VS TRUSTUVIX118,126$3.3M0.29%
73VANGUARD SPECIALIZED FUNDS92190884417,772$2.9M0.25%
74CELSIUS HLDGS INCCELH19,220$2.9M0.25%
75HUBBELL INCHUBB8,303$2.8M0.24%
76ISHARES TR46428722627,426$2.7M0.24%
77AFLAC INCAFL38,306$2.7M0.24%
78CHIPOTLE MEXICAN GRILL INCCMG1,236$2.6M0.23%
79EQT CORPEQT61,162$2.5M0.22%
80SPDR INDEX SHS FDS78463X50967,891$2.3M0.21%
81INNOVATOR ETFS TRINHD84,623$2.3M0.21%
82SELECT SECTOR SPDR TR81369Y10027,780$2.3M0.20%
83SPDR SER TR78468R67146,823$2.3M0.20%
84CISCO SYS INCCSCO43,365$2.2M0.20%
85SCHWAB STRATEGIC TR80852486240,988$2.0M0.17%
86VANGUARD INTL EQUITY INDEX F92204285847,015$1.9M0.17%
87ALPHABET INCGOOG15,287$1.8M0.16%
88SUPER MICRO COMPUTER INCSMCI7,067$1.8M0.16%
89SELECT SECTOR SPDR TR81369Y86044,762$1.7M0.15%
90INNOVATOR ETFS TRINHD53,823$1.7M0.15%
91MERCK & CO INCMRK14,029$1.6M0.14%
92INTERNATIONAL BUSINESS MACHSINTR11,843$1.6M0.14%
93FORTINET INCFTNT20,927$1.6M0.14%
94EXXON MOBIL CORPXOM14,388$1.5M0.14%
95CADENCE DESIGN SYSTEM INCCDNS6,241$1.5M0.13%
96ISHARES TR46428717613,454$1.4M0.13%
97INNOVATOR ETFS TRINHD58,638$1.4M0.12%
98TESLA INCTSLA4,748$1.2M0.11%
99LILLY ELI & COLLY2,643$1.2M0.11%
100INNOVATOR ETFS TRINHD43,385$1.2M0.11%
101VISA INCV5,034$1.2M0.11%
102SCHWAB STRATEGIC TR80852479715,998$1.2M0.10%
103LOCKHEED MARTIN CORPLMT2,519$1.2M0.10%
104INNOVATOR ETFS TRINHD37,665$1.1M0.10%
105COSTCO WHSL CORP NEW22160K1052,080$1.1M0.10%
106J P MORGAN EXCHANGE TRADED F46641Q32417,780$1.1M0.09%
107VANGUARD STAR FDS92190976818,464$1.0M0.09%
108MCDONALDS CORPMCD3,428$1.0M0.09%
109ISHARES TR46435G47438,364$973,2860.09%
110GLACIER BANCORP INC NEWGBCI31,116$969,9000.09%
111AUTOMATIC DATA PROCESSING INADP4,393$965,5370.09%
112VANECK ETF TRUST92189F76725,878$948,9460.08%
113AGF INVTS TR00110G40850,411$945,7100.08%
114JOHNSON & JOHNSONJNJ5,677$939,6600.08%
115ISHARES TR4642878049,297$926,4460.08%
116INVESCO INDIA EXCHANGE-TRADEIVZ39,308$904,8700.08%
117ISHARES TR4642876719,259$904,0490.08%
118PFIZER INCPFE23,838$874,3600.08%
119ISHARES TR4642876893,307$841,5650.07%
120PROGRESSIVE CORP7433151036,261$828,7690.07%
121INVITATION HOMES INCINVH24,000$825,6000.07%
122VANGUARD WORLD FD92191073310,229$801,4420.07%
123INNOVATOR ETFS TRINHD23,397$793,3920.07%
124PHILIP MORRIS INTL INC7181721098,076$788,3790.07%
125ISHARES TR46435U71320,039$783,1150.07%
126KINSALE CAP GROUP INC49714P1082,082$779,0840.07%
127VERIZON COMMUNICATIONS INCVZ20,699$769,8060.07%
128ABBVIE INCABBV5,702$768,2300.07%
129BROADCOM INCAVGO851$738,3900.07%
130BOOKING HOLDINGS INCBKNG267$720,9880.06%
131STAG INDL INC85254J10219,948$715,7340.06%
132RLI CORPRLI5,190$708,2790.06%
133INNOVATOR ETFS TRINHD19,698$691,5970.06%
134GILEAD SCIENCES INCGILD8,864$683,1480.06%
135FIRST TR EXCHNG TRADED FD VI33740U50518,952$682,9500.06%
136GENUINE PARTS COGPC4,018$679,9660.06%
137TJX COS INC NEW8725401097,869$667,2130.06%
138INVESCO EXCH TRD SLF IDX FDIVZ9,507$658,3610.06%
139CLOROX CO DELCLX4,123$655,7220.06%
140DEERE & CODE1,617$655,1920.06%
141INNOVATOR ETFS TRINHD21,065$650,9090.06%
142SPDR SER TR78464A85412,456$649,0820.06%
143ERIE INDTY CO29530P1023,074$645,5710.06%
144ULTA BEAUTY INCULTA1,348$634,3620.06%
145INNOVATOR ETFS TRINHD21,245$634,1630.06%
146KINDER MORGAN INC DELEP-PC36,570$629,7350.06%
147ISHARES TR4642882576,546$628,0230.06%
148MASTERCARD INCORPORATEDMA1,596$627,7070.06%
149ISHARES TR46435G33419,290$624,0320.05%
150VANGUARD BD INDEX FDS9219378358,535$620,4090.05%
151SHENANDOAH TELECOMMUNICATIONSHEN31,896$619,7390.05%
152UNITED PARCEL SERVICE INCUPS3,416$612,3180.05%
153NVIDIA CORPORATIONNVDA1,428$604,0730.05%
154HOME DEPOT INCHD1,913$594,2540.05%
155PROCTER AND GAMBLE CO7427181093,844$583,3570.05%
156INNOVATOR ETFS TRINHD18,415$583,2030.05%
157OMNICOM GROUP INCOMC6,056$576,2280.05%
158INVESCO EXCHANGE TRADED FD TIVZ16,820$545,3170.05%
159WISDOMTREE TRWT10,650$535,9080.05%
160ENERGY TRANSFER L PET-PI41,173$522,8970.05%
161VANGUARD WHITEHALL FDS9219468858,363$520,7640.05%
162WASTE MGMT INC DEL94106L1092,922$506,7330.04%
163CHEVRON CORP NEWCVX3,189$501,7890.04%
164T-MOBILE US INCTMUSZ3,602$500,3180.04%
165ISHARES SILVER TRSLV23,883$498,9160.04%
166JPMORGAN CHASE & COVYLD3,430$498,8750.04%
167KRANESHARES TR50076758730,259$492,3140.04%
168MADISON SQUARE GRDN SPRT COR55825T1032,604$489,6820.04%
169KLA CORPKLAC1,001$485,5880.04%
170INNOVATOR ETFS TRINHD14,129$483,4940.04%
171ISHARES TR46429B59811,042$482,5350.04%
172GENERAL DYNAMICS CORPGD2,236$481,0750.04%
173PEPSICO INCPEP2,591$479,9050.04%
174REAVES UTIL INCOME FD75615810117,166$470,6920.04%
175INNOVATOR ETFS TRINHD13,924$470,2130.04%
176AIR PRODS & CHEMS INCAIIR1,565$468,7640.04%
177ISHARES U S ETF TR46431W5079,337$464,2360.04%
178ALTRIA GROUP INCMO9,788$443,3960.04%
179ADVANCED MICRO DEVICES INCAMD3,886$442,6540.04%
180UNITEDHEALTH GROUP INCUNH920$442,1890.04%
181PROSHARES TR74348A4674,680$441,2300.04%
182FLOWERS FOODS INCFLO17,723$440,9480.04%
183SCHWAB STRATEGIC TR8085243005,870$439,9570.04%
184FIRST TR EXCHANGE-TRADED FD33733E1045,828$437,5660.04%
185AMGEN INCAMGN1,930$428,4990.04%
186CONOCOPHILLIPSCOP4,109$425,7330.04%
187ISHARES TR4642876552,271$425,2900.04%
188ISHARES INC46428670710,911$420,4010.04%
189VANGUARD WORLD FDS92204A8762,953$419,8280.04%
190INNOVATOR ETFS TRINHD13,048$401,7480.04%
191RAYTHEON TECHNOLOGIES CORPRTX4,100$401,6360.04%
192LITMAN GREGORY FDS TR53700T82714,360$396,7670.03%
193DISNEY WALT CO2546871064,264$380,6900.03%
194ISHARES TR46435U37413,521$369,9350.03%
195HERSHEY COHSY1,457$363,8130.03%
196MAGELLAN MIDSTREAM PRTNRS LP5590801065,780$360,2200.03%
197VANGUARD WORLD FDS92204A702811$358,6280.03%
198QUALCOMM INCQCOM2,875$342,2400.03%
199ANALOG DEVICES INCADI1,752$341,3070.03%
200IQVIA HLDGS INCIQV1,509$339,1780.03%
201LOWES COS INC5486611071,488$335,8420.03%
202SMUCKER J M CO8326964052,270$335,2110.03%
203ACCENTURE PLC IRELANDACN1,079$332,9580.03%
204COMCAST CORP NEWCCZ7,639$317,4150.03%
205STRYKER CORPORATIONSYK1,035$315,7680.03%
206EXTRA SPACE STORAGE INCEXR2,105$313,3290.03%
207ISHARES TR4642875071,188$310,6380.03%
208TAIWAN SEMICONDUCTOR MFG LTD8740391003,020$304,7780.03%
209AMERISOURCEBERGEN CORPCOR1,583$304,6170.03%
210TEXAS INSTRS INC8825081041,660$298,8330.03%
211COCA COLA COKO4,936$297,2610.03%
212ARES CAPITAL CORPARCC15,409$289,5350.03%
213DIAMONDBACK ENERGY INCFANG2,179$286,2330.03%
214INNOVATOR ETFS TRINHD7,521$285,0460.03%
215DELTA AIR LINES INC DELDAL5,956$283,1480.02%
216ISHARES GOLD TRIAU7,637$277,9100.02%
217ISHARES INC46434G7645,323$276,6900.02%
218FIRST TR EXCHNG TRADED FD VI33740F6237,325$272,4170.02%
219EOG RES INCEOG2,368$270,9940.02%
220ISHARES INC4642868069,433$269,5010.02%
221PIONEER NAT RES CO7237871071,300$269,3340.02%
222WISDOMTREE TRWT14,994$264,3440.02%
223BANK AMERICA CORP0605051049,197$263,8620.02%
224RIOT PLATFORMS INCRIOT20,931$247,4040.02%
225NUSHARES ETF TRNU7,131$247,0890.02%
226WESTERN MIDSTREAM PARTNERS LWES9,229$244,7530.02%
227VANGUARD INDEX FDS9229087441,722$244,7410.02%
228MARVELL TECHNOLOGY INCMRVL4,073$243,4840.02%
229GENERAL ELECTRIC CO3696043012,213$243,1240.02%
230HONEYWELL INTL INC4385161061,170$242,7750.02%
231MPLX LPMPLXP7,126$241,8560.02%
232HF SINCLAIR CORPDINO5,364$239,2880.02%
233GALLAGHER ARTHUR J & CO3635761091,084$238,0140.02%
234SIMPLIFY EXCHANGE TRADED FUN82889N8553,741$234,8600.02%
235INTEL CORPINTC6,965$232,9100.02%
236ISHARES TR46434V1004,761$229,5280.02%
237ADOBE SYSTEMS INCORPORATEDADBE466$227,8690.02%
238ISHARES TR4642886464,539$227,7220.02%
239INNOVATOR ETFS TRINHD6,775$225,4720.02%
240PIMCO ETF TR72201R6432,272$222,4520.02%
241SPDR SER TR78468R8041,579$222,0240.02%
242SPIRIT RLTY CAP INC NEW84860W3005,620$221,3160.02%
243TE CONNECTIVITY LTDTEL1,566$219,4910.02%
244CENTENE CORP DELCNC3,241$218,6050.02%
245ABBOTT LABSABLZF1,998$217,8220.02%
246BOEING COBA-PA1,018$214,9610.02%
247FORD MTR CO DEL34537086014,139$213,9250.02%
248VANGUARD WELLINGTON FD9219357061,872$213,5270.02%
249FIDELITY NATL INFORMATION SV31620M1063,889$212,7280.02%
250VANGUARD WHITEHALL FDS9219464062,000$212,1400.02%
251WALMART INCWMT1,347$211,7210.02%
252ISHARES INC4642865096,048$211,6200.02%
253ISHARES TR4642875981,334$210,5450.02%
254INNOVATOR ETFS TRINHD6,166$209,4710.02%
255CVS HEALTH CORPCVS3,026$209,1870.02%
256ORACLE CORPORCL-PD1,749$208,3270.02%
257ELEVANCE HEALTH INCELV465$206,5950.02%
258GLOBAL X FDS37954Y7157,152$205,5480.02%
259SCHWAB CHARLES CORPSCHW-PJ3,618$205,0680.02%
260WILLIAMS COS INC9694571006,268$204,5250.02%
261BLACKROCK DEBT STRATEGIES FDBLK20,833$203,9550.02%
262ACTIVESHARES ETF TR00509W1055,939$195,1040.02%
263SOUTHWESTERN ENERGY CO84546710922,981$138,1160.01%
264PERMIAN RESOURCES CORPPR12,515$137,1640.01%
265GABELLI UTIL TR36240A10119,109$129,5590.01%
266COMSTOCK RES INCLODE11,032$127,9710.01%
267HAWAIIAN HOLDINGS INCHE11,704$126,0520.01%
268FIRST BANCORP P R31867270610,197$124,6070.01%
269ICL GROUP LTDICL20,189$110,6360.01%
270OXFORD LANE CAP CORPOXLCZ19,053$92,2170.01%
271FS CREDIT OPPORTUNITIES CORPFSCO10,404$49,4190.00%
272VAPOTHERM INC922107107102,264$45,5070.00%
273EMX RTY CORP26873J10720,000$38,0000.00%
274LLOYDS BANKING GROUP PLCLLOBF16,276$35,8070.00%
275BENSON HILL INC08249010318,440$23,9720.00%
276EDGIO INC53261M10433,898$22,8470.00%
277CBAK ENERGY TECHNOLOGY INCCBAT14,964$18,2560.00%