StockDriftsStockDriftsTop 50 Trek Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 4.94% | 699.8K | $93.0M | +4.27%(+28.63K) | $84.61(+112.16%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.48% | 651.4K | $65.6M | +146.10%(+386.70K) | $100.52(+0.00%) | 2026-03-31 | |
| SJB | PROSHARES TR | 2.21% | 2.68M | $41.5M | new | $15.39(-0.20%) | 2026-03-31 | |
| VXX | BARCLAYS BANK PLC | 2.09% | 1.10M | $39.4M | +684.48%(+962.59K) | $32.49(-14.89%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.06% | 556.5K | $38.8M | -12.58%(-80.07K) | $53.27(+54.49%) | 2026-03-31 | |
| TLT | ISHARES TR | 1.74% | 377.6K | $32.7M | +1383.74%(+352.13K) | $87.79(-3.26%) | 2026-03-31 | |
| IUSB | ISHARES TR | 1.69% | 690.8K | $31.9M | +7.92%(+50.70K) | $46.41(-0.94%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 1.56% | 270.0K | $29.4M | +60.77%(+102.05K) | $96.75(+22.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.51% | 43.5K | $28.4M | +44.26%(+13.34K) | $509.21(+47.59%) | 2026-03-31 | |
| IEFA | ISHARES TR | 1.51% | 313.6K | $28.4M | +48.33%(+102.18K) | $77.90(+24.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.52% | +38.71% |
| Top 20 Holdings Unweighted | +11.74% | +39.51% |
Sign up free to track Trek Financial, LLC, compare funds side by side, and get alerts the moment positions change.