Trinity Financial Advisors LLC Purchases in Q3 2024

Trinity Financial Advisors LLC

  • $247 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
160K
+ 343.97%
$47.6 - $53.31 $7.63M - $8.54M
207K $10.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
80.1K
+ 313.24%
$56.04 - $62.2 $4.49M - $4.98M
106K $6.57M
ORCC
Owl Rock Capital Corp

Financial Services
216K
+ 32.32%
N/A
883K $11.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.73K
+ 42.8%
$475.2 - $527.7 $2.25M - $2.5M
15.8K $8.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
423
+ 1.09%
$405.19 - $478.57 $171K - $202K
39.4K $18.1M
VO
Vanguard Mid Cap ETF

ETFs
8.3K
+ 238.07%
$237.84 - $263.83 $1.98M - $2.19M
11.8K $3.11M
DFIV
Dimensional ETF Tr

ETFs
16.8K
+ 2.79%
$34.66 - $38.38 $583K - $645K
619K $23.6M
DFAE
Dimensional ETF Tr

ETFs
62.1K
+ 146.09%
$24.46 - $27.82 $1.52M - $1.73M
105K $2.87M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.2K
+ 7.97%
$77.02 - $85.06 $784K - $865K
138K $11.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.6K
+ 15.8%
$59.25 - $65.33 $1.04M - $1.15M
129K $8.36M
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.5K
+ 161.11%
$24.06 - $26.97 $806K - $903K
54.3K $1.46M
CTAS
Cintas Corp

Industrials
2.4K
New
$201.38 - $819.83 $483K - $1.97M
2.4K $493K
XLU
Utilities Sector Spdr

ETFs
4.64K
New
$67.67 - $80.78 $314K - $375K
4.64K $375K
JPM
Jpmorgan Chase & CO

Financial Services
869
+ 4.68%
$194.9 - $224.8 $169K - $195K
19.4K $4.09M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
New
$191.76 - $263.26 $195K - $268K
1.02K $266K
BK
Bank Of New York Mellon Corp

Financial Services
3.21K
New
$59.54 - $72.17 $191K - $232K
3.21K $230K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.9K
New
$98.71 - $117.61 $188K - $223K
1.9K $223K
VUG
Vanguard Growth ETF

ETFs
328
+ 6.51%
$341.08 - $391.94 $112K - $129K
5.37K $2.06M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$333.64 - $405.2 $667 - $810
2.54K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
595
+ 18.47%
$160.76 - $177.82 $95.7K - $106K
3.82K $660K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.04%
$99.55 - $123.34 $199 - $247
4.57K $553K
SO
Southern CO

Utilities
11
+ 0.3%
$77.0 - $90.52 $847 - $996
3.64K $327K
UNP
Union Pacific Corp

Industrials
1
+ 0.04%
$221.78 - $256.09 $222 - $256
2.25K $554K
QQQ
Invesco Qqq Trust, Series 1

ETFs
71
+ 9.89%
$434.77 - $502.96 $30.9K - $35.7K
789 $385K
KO
Coca Cola CO

Consumer Defensive
11
+ 0.29%
$62.69 - $73.01 $690 - $803
3.87K $277K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 1.38%
$459.02 - $510.25 $3.67K - $4.08K
589 $291K
TOST
Toast, Inc.

Technology
125
+ 1.27%
$22.71 - $28.31 $2.84K - $3.54K
10K $282K
XOM
Exxon Mobil Corp

Energy
30
+ 0.29%
$109.72 - $119.0 $3.29K - $3.57K
10.4K $1.22M
NVDA
Nvidia Corp

Technology
466
+ 2.03%
$98.91 - $134.91 $46.1K - $62.9K
23.4K $2.84M
ASML
Asml Holding Nv

Technology
100
+ 24.88%
$749.82 - $1098.95 $75K - $110K
502 $418K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.22%
$514.43 - $606.85 $514 - $607
448 $262K
VDE
Vanguard Energy ETF

ETFs
15
+ 0.73%
$117.44 - $131.06 $1.76K - $1.97K
2.06K $252K
AMZN
Amazon Com Inc

Consumer Cyclical
90
+ 2.55%
$161.02 - $200.0 $14.5K - $18K
3.63K $675K
CVX
Chevron Corp

Energy
4
+ 0.28%
$137.88 - $161.97 $552 - $648
1.44K $212K
MSFT
Microsoft Corp

Technology
101
+ 2.58%
$395.15 - $467.56 $39.9K - $47.2K
4.02K $1.73M
GOOGL
Alphabet Inc.

Communication Services
190
+ 4.49%
$148.65 - $191.18 $28.2K - $36.3K
4.42K $733K
WFC
Wells Fargo & Company

Financial Services
257
+ 1.07%
$51.58 - $60.97 $13.3K - $15.7K
24.3K $1.37M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$149.54 - $192.66 $150 - $193
5.03K $841K
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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