Trinity Financial Advisors LLC Purchases in Q2 2025

Trinity Financial Advisors LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
21.6K
+ 84.77%
$94.31 - $157.99 $2.03M - $3.41M
47K $7.43M
HBAN
Huntington Bancshares Inc

Financial Services
269K
+ 1497.15%
$12.49 - $16.76 $3.36M - $4.51M
287K $4.81M
VEA
Vanguard Ftse Developed Market

ETFs
14.7K
+ 3.31%
$45.65 - $57.01 $669K - $836K
458K $26.1M
VTI
Vanguard Total Stock Market Et

ETFs
6.85K
+ 17.79%
$243.75 - $303.93 $1.67M - $2.08M
45.4K $13.8M
DFAI
Dimensional ETF Tr

ETFs
92.1K
New
$28.02 - $34.71 $2.58M - $3.2M
92.1K $3.18M
AVGO
Broadcom Inc.

Technology
11.3K
New
$146.29 - $275.65 $1.65M - $3.11M
11.3K $3.11M
DFIV
Dimensional ETF Tr

ETFs
8.12K
+ 1.28%
$34.67 - $43.21 $281K - $351K
644K $27.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
360
+ 356.44%
$4164.15 - $5789.24 $1.5M - $2.08M
461 $2.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
44.5K
+ 29.51%
$48.13 - $49.85 $2.14M - $2.22M
195K $9.58M
AMZN
Amazon Com Inc

Consumer Cyclical
7.53K
+ 110.99%
$167.32 - $223.3 $1.26M - $1.68M
14.3K $3.14M
AAPL
Apple Inc.

Technology
10.1K
+ 34.79%
$172.42 - $223.89 $1.74M - $2.26M
39.1K $8.02M
IBP
Installed Building Products, Inc.

Consumer Cyclical
6.9K
New
$153.99 - $182.0 $1.06M - $1.26M
6.9K $1.24M
EEM
Ishares Msci Emerging Markets

ETFs
23.6K
New
$38.52 - $48.28 $911K - $1.14M
23.6K $1.14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.09K
+ 2.45%
$52.31 - $63.72 $214K - $260K
171K $10.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.3K
+ 0.66%
$17.76 - $22.1 $40.8K - $50.7K
351K $7.75M
IVV
Ishares Core S&P 500 ETF

ETFs
1.22K
+ 90.95%
$498.8 - $620.9 $607K - $755K
2.55K $1.59M
MSFT
Microsoft Corp

Technology
122
+ 2.9%
$354.56 - $497.45 $43.3K - $60.7K
4.33K $2.15M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.44K
+ 2.08%
$23.2 - $29.84 $56.5K - $72.7K
119K $3.56M
DHIL
Diamond Hill Investment Group Inc

Financial Services
3.5K
New
$125.49 - $145.8 $439K - $510K
3.5K $508K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.57K
+ 19.1%
$72.96 - $90.39 $260K - $322K
22.2K $1.99M
VRT
Vertiv Holdings CO

Industrials
4.14K
New
N/A
4.14K $358K
ORCC
Owl Rock Capital Corp

Financial Services
25.4K
+ 2.25%
N/A
1.15M $15.4M
ORCL
Oracle Corp

Technology
1.24K
New
$122.82 - $218.63 $152K - $270K
1.24K $270K
AXP
American Express CO

Financial Services
660
New
$231.39 - $318.98 $153K - $211K
660 $210K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.25K
New
$136.63 - $176.62 $171K - $221K
1.25K $210K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.31%
$462.22 - $707.75 $924 - $1.42K
646 $457K
GOOGL
Alphabet Inc.

Communication Services
74
+ 2.0%
$144.7 - $178.6 $10.7K - $13.2K
3.78K $666K
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.08%
$221.86 - $362.89 $222 - $363
1.22K $387K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
509
+ 1.79%
$77.94 - $79.5 $39.7K - $40.5K
29K $2.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
7
+ 0.19%
$108.12 - $135.04 $757 - $945
3.74K $505K
V
Visa Inc.

Financial Services
1
+ 0.11%
$308.27 - $373.31 $308 - $373
872 $309K
SO
Southern CO

Utilities
17
+ 0.28%
$84.91 - $92.56 $1.44K - $1.57K
6.03K $554K
Seastar Medical Holding Corp
5K
+ 50.0%
N/A
15K $0
PFE
Pfizer Inc

Healthcare
15
+ 0.15%
$21.59 - $24.84 $324 - $373
10.2K $247K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.28%
$146.36 - $159.82 $1.02K - $1.12K
2.54K $387K
CVX
Chevron Corp

Energy
1
+ 0.07%
$133.73 - $168.51 $134 - $169
1.48K $212K
VDE
Vanguard Energy ETF

ETFs
15
+ 0.36%
$105.87 - $130.56 $1.59K - $1.96K
4.13K $494K
XOM
Exxon Mobil Corp

Energy
34
+ 0.3%
$99.93 - $119.04 $3.4K - $4.05K
11.5K $1.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.86K
+ 1.48%
$24.32 - $27.87 $167K - $191K
469K $12.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 0.09%
$483.48 - $539.8 $18.9K - $21.1K
41.9K $20.4M
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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