Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117750

Total Value
$1.09B
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6631,068,297$98.1M8.97%
2ISHARES TR46436E718489,745$49.3M4.51%
3SELECT SECTOR SPDR TR81369Y803247,300$40.5M3.71%
4VANGUARD INDEX FDS92290836399,082$38.9M3.56%
5ISHARES TR46428720083,918$36.0M3.29%
6VANGUARD INDEX FDS922908736128,433$35.0M3.20%
7ISHARES TR464287663325,006$24.3M2.22%
8ISHARES TR46432F842358,460$23.1M2.11%
9ISHARES TR46435U853647,125$22.5M2.05%
10ISHARES TR46434V613484,172$21.2M1.93%
11ISHARES TR464288281252,643$20.8M1.91%
12SELECT SECTOR SPDR TR81369Y209161,180$20.8M1.90%
13SPROTT FDS TRSII392,749$18.5M1.69%
14SIMPLIFY EXCHANGE TRADED FUN82889N657817,763$17.9M1.63%
15WISDOMTREE TRWT321,056$16.2M1.48%
16ISHARES TR464287457191,757$15.5M1.42%
17APPLE INCAAPL87,397$15.0M1.37%
18SELECT SECTOR SPDR TR81369Y605450,160$14.9M1.37%
19SELECT SECTOR SPDR TR81369Y852213,528$14.0M1.28%
20INVESCO DB US DLR INDEX TRIVZ449,318$13.4M1.22%
21ISHARES TR464287432147,732$13.1M1.20%
22SELECT SECTOR SPDR TR81369Y506139,156$12.6M1.15%
23SELECT SECTOR SPDR TR81369Y40772,829$11.7M1.07%
24SELECT SECTOR SPDR TR81369Y704108,255$11.0M1.00%
25ELI LILLY & COLLY19,499$10.5M0.96%
26ISHARES TR464288877207,317$10.1M0.93%
27ISHARES TR464287440108,968$10.0M0.91%
28ALPHABET INCGOOG75,100$9.9M0.91%
29INVESCO QQQ TRIVZ27,227$9.8M0.89%
30ISHARES TR46432F33972,837$9.6M0.88%
31ENTERPRISE PRODS PARTNERS L293792107342,761$9.4M0.86%
32SIMPLIFY EXCHANGE TRADED FUN82889N85597,945$9.4M0.86%
33INNOVATOR ETFS TRINHD321,981$9.1M0.83%
34SPDR GOLD TRGLD53,101$9.1M0.83%
35ISHARES TR46429B598199,553$8.8M0.81%
36SELECT SECTOR SPDR TR81369Y308126,003$8.7M0.79%
37BERKSHIRE HATHAWAY INC DELBRK-A24,178$8.5M0.77%
38ISHARES INC46434G822137,290$8.3M0.76%
39ISHARES TR46428858892,416$8.2M0.75%
40ETF SER SOLUTIONS26922A263260,255$8.2M0.75%
41ISHARES TR46428865376,428$7.5M0.69%
42VANGUARD SCOTTSDALE FDS92206C87093,601$7.1M0.65%
43SPDR S&P 500 ETF TRSPY16,323$7.0M0.64%
44ISHARES TR46434V860134,978$6.8M0.63%
45ISHARES TR46428888578,699$6.8M0.62%
46SANDRIDGE ENERGY INCSD408,942$6.4M0.59%
47META PLATFORMS INCMETA20,921$6.3M0.57%
48MICROSOFT CORPMSFT19,591$6.2M0.57%
49OCCIDENTAL PETE CORP67459910592,543$6.0M0.55%
50INNOVATOR ETFS TRINHD176,549$6.0M0.55%
51CAMECO CORPCCJ146,845$5.8M0.53%
52CRESCENT PT ENERGY CORP22576C101699,889$5.8M0.53%
53VANGUARD INDEX FDS92290876926,476$5.6M0.51%
54VANECK ETF TRUST92189H60715,808$5.5M0.50%
55ISHARES TR46428780456,835$5.4M0.49%
56STAG INDL INC85254J102152,364$5.3M0.48%
57JABIL INCJBL38,455$4.9M0.45%
58CASEYS GEN STORES INC14752810317,898$4.9M0.44%
59ISHARES INC46434G10399,111$4.7M0.43%
60FAIR ISAAC CORPFICO4,861$4.2M0.39%
61SELECT SECTOR SPDR TR81369Y88671,050$4.2M0.38%
62ISHARES TR46429B267185,184$4.1M0.37%
63ONTO INNOVATION INCONTO31,378$4.0M0.37%
64RANGE RES CORPRRC122,157$4.0M0.36%
65ARISTA NETWORKS INCANET21,484$4.0M0.36%
66MERCK & CO INCMRK36,987$3.8M0.35%
67REAVES UTIL INCOME FD756158101152,501$3.8M0.34%
68CLOROX CO DELCLX28,567$3.7M0.34%
69ISHARES TR46435G26866,171$3.6M0.33%
70VANGUARD TAX-MANAGED FDS92194385881,591$3.6M0.33%
71COUPANG INCCPNG204,158$3.5M0.32%
72VANGUARD CHARLOTTE FDS92203J40770,122$3.4M0.31%
73PROSHARES TRSPOT296,736$3.2M0.30%
74ISHARES TR46428746546,669$3.2M0.29%
75CATERPILLAR INCCAT11,597$3.2M0.29%
76PROSHARES TR74347B425217,424$3.1M0.29%
77DELL TECHNOLOGIES INCDELL43,355$3.0M0.27%
78SELECT SECTOR SPDR TR81369Y10037,804$3.0M0.27%
79WISDOMTREE TRWT33,492$3.0M0.27%
80WISDOMTREE TRWT77,678$2.9M0.26%
81AFLAC INCAFL36,965$2.8M0.26%
82SELECT SECTOR SPDR TR81369Y86082,501$2.8M0.26%
83ISHARES TR46428717626,118$2.7M0.25%
84FABRINETFN16,031$2.7M0.24%
85ISHARES TR46428730938,584$2.6M0.24%
86ISHARES TR46435G42527,905$2.6M0.24%
87ISHARES TR46428724225,645$2.6M0.24%
88ISHARES TR46429B69735,965$2.6M0.24%
89VANGUARD SPECIALIZED FUNDS92190884416,476$2.6M0.23%
90ISHARES TR46428722627,178$2.6M0.23%
91ISHARES TR46429B65550,077$2.5M0.23%
92ISHARES TR46428772124,197$2.5M0.23%
93VANGUARD SCOTTSDALE FDS92206C10243,939$2.5M0.23%
94PIMCO ETF TR72201R83324,368$2.4M0.22%
95SMUCKER J M CO83269640519,353$2.4M0.22%
96INNOVATOR ETFS TRINHD86,377$2.3M0.21%
97INNOVATOR ETFS TRINHD73,723$2.3M0.21%
98EXTRA SPACE STORAGE INCEXR18,820$2.3M0.21%
99SPDR INDEX SHS FDS78463X50966,245$2.2M0.20%
100CISCO SYS INCCSCO39,773$2.1M0.20%
101STERLING INFRASTRUCTURE INCSTRL28,978$2.1M0.19%
102AMAZON COM INCAMZN16,638$2.1M0.19%
103ALPHABET INCGOOG15,562$2.0M0.19%
104VANGUARD INTL EQUITY INDEX F92204285851,203$2.0M0.18%
105TRANSOCEAN LTDRIG233,060$1.9M0.17%
106ISHARES TR4642875077,523$1.9M0.17%
107VERTIV HOLDINGS COVRT48,326$1.8M0.16%
108ORACLE CORPORCL-PD15,307$1.6M0.15%
109EXXON MOBIL CORPXOM13,563$1.6M0.15%
110INTERNATIONAL BUSINESS MACHSINTR10,445$1.5M0.13%
111LITMAN GREGORY FDS TR53700T82750,011$1.4M0.13%
112TESLA INCTSLA5,678$1.4M0.13%
113FORTINET INCFTNT24,162$1.4M0.13%
114CADENCE DESIGN SYSTEM INCCDNS5,670$1.3M0.12%
115NVIDIA CORPORATIONNVDA3,017$1.3M0.12%
116INNOVATOR ETFS TRINHD53,213$1.3M0.12%
117INNOVATOR ETFS TRINHD56,068$1.3M0.12%
118PUBLIC STORAGEPSA-PS4,774$1.3M0.12%
119VISA INCV5,440$1.3M0.11%
120COSTCO WHSL CORP NEW22160K1052,087$1.2M0.11%
121VANGUARD STAR FDS92190976821,868$1.2M0.11%
122INVESCO INDIA EXCHANGE-TRADEIVZ49,553$1.2M0.11%
123ISHARES TR46435U37439,364$1.1M0.10%
124SCHWAB STRATEGIC TR80852479715,793$1.1M0.10%
125LOCKHEED MARTIN CORPLMT2,723$1.1M0.10%
126INNOVATOR ETFS TRINHD37,665$1.1M0.10%
127INNOVATOR ETFS TRINHD31,432$1.1M0.10%
128ISHARES TR46434V88630,882$1.1M0.10%
129ALPS ETF TR00162Q45221,845$921,8590.08%
130GLACIER BANCORP INC NEWGBCI31,379$894,3140.08%
131ISHARES TR4642876719,013$854,7030.08%
132VANGUARD BD INDEX FDS92193783512,238$853,9680.08%
133ABBVIE INCABBV5,334$795,1390.07%
134J P MORGAN EXCHANGE TRADED F46641Q32414,811$792,2960.07%
135JOHNSON & JOHNSONJNJ5,004$779,4050.07%
136PFIZER INCPFE23,380$775,5040.07%
137INNOVATOR ETFS TRINHD23,397$773,5050.07%
138INVITATION HOMES INCINVH24,000$760,5600.07%
139VANECK ETF TRUST92189F76719,619$758,4450.07%
140ISHARES TR46435U71320,646$755,4280.07%
141ISHARES TR4642876893,037$744,2470.07%
142COMCAST CORP NEWCCZ16,489$731,1090.07%
143BROADCOM INCAVGO873$725,0960.07%
144INNOVATOR ETFS TRINHD25,890$719,7420.07%
145BOOKING HOLDINGS INCBKNG233$718,5600.07%
146VANECK ETF TRUST92189F60110,009$709,1380.06%
147UNITED STS OIL FD LPUNTCW8,596$695,0730.06%
148ERIE INDTY CO29530P1022,359$693,0510.06%
149CHEVRON CORP NEWCVX4,056$683,9800.06%
150FIRST TR EXCHNG TRADED FD VI33740U50518,952$666,9210.06%
151DARDEN RESTAURANTS INCDRI4,594$657,9490.06%
152SHENANDOAH TELECOMMUNICATIONSHEN31,896$657,3770.06%
153LENNAR CORPLEN-B5,805$651,4950.06%
154CNA FINL CORP12611710016,490$648,8820.06%
155GILEAD SCIENCES INCGILD8,561$641,5610.06%
156SPDR SER TR78464A85412,591$632,8240.06%
157ENACT HLDGS INCACT23,147$630,2930.06%
158VERIZON COMMUNICATIONS INCVZ19,424$629,5380.06%
159INVESCO EXCH TRD SLF IDX FDIVZ9,507$622,9220.06%
160TAYLOR MORRISON HOME CORPTMHC14,593$621,8080.06%
161UNITED PARCEL SERVICE INCUPS3,950$615,6870.06%
162HOME DEPOT INCHD2,029$613,0830.06%
163TJX COS INC NEW8725401096,855$609,2720.06%
164MARKEL GROUP INCMKL413$608,1380.06%
165KINDER MORGAN INC DELEP-PC36,570$606,3310.06%
166ISHARES TR4642882576,546$604,6540.06%
167MASTERCARD INCORPORATEDMA1,503$595,0530.05%
168ADVANCED MICRO DEVICES INCAMD5,739$590,1200.05%
169ISHARES TR46428952912,788$577,8900.05%
170INNOVATOR ETFS TRINHD19,338$570,8580.05%
171DEERE & CODE1,494$563,9330.05%
172VANGUARD WORLD FD9219107337,473$562,1190.05%
173ENERGY TRANSFER L PET-PI38,075$534,1880.05%
174AUTOMATIC DATA PROCESSING INADP2,177$523,7430.05%
175AMGEN INCAMGN1,913$514,1380.05%
176ISHARES SILVER TRSLV24,913$506,7300.05%
177LUCID GROUP INCLCID90,133$503,8420.05%
178INVESCO EXCHANGE TRADED FD TIVZ16,851$500,8240.05%
179INVESCO ACTVELY MNGD ETC FDIVZ33,292$497,7150.05%
180PEPSICO INCPEP2,860$484,5980.04%
181PROCTER AND GAMBLE CO7427181093,286$479,2290.04%
182TRINET GROUP INCTNET4,093$476,7530.04%
183DISNEY WALT CO2546871065,856$474,6290.04%
184OMNICOM GROUP INCOMC6,314$470,2670.04%
185JPMORGAN CHASE & COVYLD3,216$466,4000.04%
186INNOVATOR ETFS TRINHD13,924$466,3150.04%
187KIMBERLY-CLARK CORPKMB3,776$456,3300.04%
188KLA CORPKLAC982$450,4040.04%
189MADISON SQUARE GRDN SPRT COR55825T1032,544$448,5070.04%
190SCHWAB STRATEGIC TR8085243006,119$444,9740.04%
191SCHNEIDER NATIONAL INCSNDR15,657$433,5420.04%
192PROSHARES TR74348A4674,864$430,7070.04%
193UNITEDHEALTH GROUP INCUNH846$426,5450.04%
194FIRST TR EXCHANGE-TRADED FD33733E1045,743$422,8570.04%
195INNOVATOR ETFS TRINHD12,925$418,7700.04%
196ISHARES U S ETF TR46431W5078,337$415,9330.04%
197BUILDERS FIRSTSOURCE INCBLDR3,270$407,0820.04%
198INNOVATOR ETFS TRINHD13,048$397,3980.04%
199INNOVATOR ETFS TRINHD12,496$382,5030.03%
200ALTRIA GROUP INCMO8,997$378,3240.03%
201ISHARES INC46428650911,278$377,3620.03%
202ISHARES TR4642876552,130$376,4560.03%
203VANGUARD WORLD FDS92204A8762,913$371,5240.03%
204QUALCOMM INCQCOM3,307$367,2750.03%
205VANGUARD WORLD FDS92204A702850$352,7030.03%
206INNOVATOR ETFS TRINHD10,128$352,4160.03%
207SCHWAB STRATEGIC TR8085248627,347$351,8480.03%
208PHILIP MORRIS INTL INC7181721093,775$349,4900.03%
209CONOCOPHILLIPSCOP2,909$348,4980.03%
210VANGUARD INDEX FDS9229087442,493$343,8060.03%
211BANK AMERICA CORP06050510411,945$327,0540.03%
212DELTA AIR LINES INC DELDAL8,732$323,0960.03%
213INNOVATOR ETFS TRINHD10,303$322,5870.03%
214HF SINCLAIR CORPDINO5,655$321,9390.03%
215BOEING COBA-PA1,679$321,7670.03%
216NATIONAL BEVERAGE CORPFIZZ6,820$320,6760.03%
217EBAY INC.EBAY7,150$315,2440.03%
218INNOVATOR ETFS TRINHD9,175$308,8310.03%
219ISHARES TR46435G3349,756$308,6800.03%
220LOWES COS INC5486611071,476$306,7720.03%
221ISHARES INC4642867078,579$305,3270.03%
222EOG RES INCEOG2,409$305,3230.03%
223ACCENTURE PLC IRELANDACN994$305,2670.03%
224MCDONALDS CORPMCD1,152$303,3550.03%
225ANALOG DEVICES INCADI1,731$303,0810.03%
226HERSHEY COHSY1,514$302,9210.03%
227ARES CAPITAL CORPARCC14,708$286,3720.03%
228ISHARES INC46428680610,834$283,8510.03%
229INNOVATOR ETFS TRINHD7,521$282,0380.03%
230STRYKER CORPORATIONSYK1,019$278,4620.03%
231SPIRIT RLTY CAP INC NEW84860W3008,245$276,4550.03%
232AIR PRODS & CHEMS INCAIIR966$273,7640.03%
233NUSHARES ETF TRNU8,086$271,6090.02%
234COCA COLA COKO4,846$271,2930.02%
235CENTENE CORP DELCNC3,921$270,0780.02%
236FIRST TR EXCHNG TRADED FD VI33740F6237,325$267,3630.02%
237IQVIA HLDGS INCIQV1,357$266,9900.02%
238SPDR SER TR78468R5561,800$266,2380.02%
239INTEL CORPINTC7,465$265,3810.02%
240TEXAS INSTRS INC8825081041,631$259,3450.02%
241ISHARES GOLD TRIAU7,407$259,1710.02%
242GAMING & LEISURE PPTYS INC36467J1085,630$256,4470.02%
243RBB FD INC74933W4605,000$250,7500.02%
244TAIWAN SEMICONDUCTOR MFG LTD8740391002,847$247,3760.02%
245ISHARES TR464287614927$246,5730.02%
246FIRST TR EXCHNG TRADED FD VI33740F8547,284$241,0280.02%
247ISHARES TR4642886464,828$240,5790.02%
248WESTERN MIDSTREAM PARTNERS LWES8,708$237,1190.02%
249WALMART INCWMT1,479$236,5360.02%
250MPLX LPMPLXP6,633$235,9360.02%
251GENERAL ELECTRIC CO3696043012,123$234,7260.02%
252ISHARES TR46429B6143,653$230,5770.02%
253ONEOK INC NEWOKE3,628$230,1240.02%
254ISHARES TR46434V1004,761$228,5040.02%
255ISHARES TR4642875981,477$224,2380.02%
256HONEYWELL INTL INC4385161061,213$224,0900.02%
257MARVELL TECHNOLOGY INCMRVL4,096$221,6990.02%
258GALLAGHER ARTHUR J & CO363576109955$217,6730.02%
259NETFLIX INCNFLX571$215,6100.02%
260RTX CORPORATIONRTX2,977$214,2790.02%
261BLACKROCK DEBT STRATEGIES FDBLK20,691$212,4970.02%
262PACKAGING CORP AMER6951561091,382$212,2060.02%
263SPDR SER TR78468R8041,579$210,8370.02%
264ADOBE INCADBE413$210,5890.02%
265INNOVATOR ETFS TRINHD6,050$208,5440.02%
266VANGUARD WHITEHALL FDS9219464062,000$206,6400.02%
267INNOVATOR ETFS TRINHD6,166$201,7920.02%
268GLOBAL X FDS37954Y7158,148$201,4190.02%
269IDACORP INCIDA2,138$200,2240.02%
270PERMIAN RESOURCES CORPPR13,109$183,0020.02%
271DIREXION SHS ETF TR25460E86911,880$176,2990.02%
272SOUTHWESTERN ENERGY CO84546710923,008$148,4020.01%
273NEW YORK CMNTY BANCORP INC64944510311,826$134,1070.01%
274ICL GROUP LTDICL23,587$130,9080.01%
275COMSTOCK RES INCLODE11,244$124,0210.01%
276GABELLI UTIL TR36240A10114,752$78,1860.01%
277HAWAIIAN HOLDINGS INCHE11,704$74,0860.01%
278EMX RTY CORP26873J10720,000$35,6000.00%
279VAPOTHERM INC92210730512,783$32,3410.00%
280LLOYDS BANKING GROUP PLCLLOBF10,193$21,7110.00%
281CBAK ENERGY TECHNOLOGY INCCBAT14,964$12,2560.00%
282BENSON HILL INC08249010318,440$6,1130.00%