Trinity Financial Advisors LLC Purchases in Q1 2025

Trinity Financial Advisors LLC

  • $279 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
402K
+ 963.01%
$47.4 - $52.99 $19M - $21.3M
444K $22.5M
VTI
Vanguard Total Stock Market Et

ETFs
18.6K
+ 93.28%
$271.18 - $303.12 $5.04M - $5.63M
38.5K $10.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
213K
+ 157.73%
$18.36 - $20.51 $3.92M - $4.37M
349K $6.89M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23K
+ 93.42%
$126.11 - $135.06 $2.9M - $3.11M
47.7K $6.15M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.3K
+ 362.57%
$77.7 - $78.94 $1.73M - $1.76M
28.5K $2.25M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.12K
+ 3.72%
$59.61 - $66.71 $544K - $608K
254K $15.4M
PANW
Palo Alto Networks Inc

Technology
3.12K
+ 239.13%
$167.82 - $208.28 $524K - $650K
4.43K $755K
ORCC
Owl Rock Capital Corp

Financial Services
39.3K
+ 3.62%
N/A
1.13M $15.1M
VDE
Vanguard Energy ETF

ETFs
4.01K
+ 3971.29%
$119.14 - $132.76 $478K - $533K
4.11K $533K
DFIV
Dimensional ETF Tr

ETFs
15.4K
+ 2.48%
$35.33 - $40.77 $544K - $627K
635K $25M
GLW
Corning Inc

Technology
6.28K
+ 515.76%
$44.91 - $54.25 $282K - $341K
7.5K $343K
JNJ
Johnson & Johnson

Healthcare
1.67K
+ 195.56%
$142.06 - $167.7 $238K - $281K
2.53K $419K
HBAN
Huntington Bancshares Inc

Financial Services
16.9K
+ 1623.9%
$14.28 - $17.39 $242K - $294K
18K $269K
MUB
Ishares National Muni Bond ETF

ETFs
2.24K
+ 22.98%
$104.71 - $107.69 $234K - $241K
12K $1.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.94K
+ 107.61%
$120.29 - $134.6 $233K - $261K
3.74K $455K
VIG
Vanguard Dividend Appreciation

ETFs
1.23K
+ 244.22%
N/A
1.73K $314K
PFE
Pfizer Inc

Healthcare
8.71K
+ 587.91%
$25.01 - $27.13 $218K - $236K
10.2K $258K
SO
Southern CO

Utilities
2.34K
+ 63.64%
$80.96 - $92.96 $189K - $218K
6.02K $553K
PIII
P3 Health Partners Inc.

Healthcare
1.28M
+ 138066.16%
$0.16 - $0.25 $204K - $319K
1.28M $204K
EMR
Emerson Electric CO

Industrials
1.82K
+ 106.51%
$108.64 - $131.17 $197K - $238K
3.52K $386K
V
Visa Inc.

Financial Services
552
+ 173.04%
$306.92 - $362.71 $169K - $200K
871 $305K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
415
+ 0.09%
$27.01 - $28.54 $11.2K - $11.8K
463K $12.9M
CRM
Salesforce, Inc.

Technology
640
+ 105.09%
$268.36 - $359.95 $172K - $230K
1.25K $335K
XLK
Technology Sector Spdr

ETFs
706
+ 70.6%
$206.38 - $242.18 $146K - $171K
1.71K $352K
NSC
Norfolk Southern Corp

Industrials
590
+ 130.53%
$227.69 - $259.76 $134K - $153K
1.04K $246K
BR
Broadridge Financial Solutions, Inc.

Technology
546
+ 144.06%
$221.46 - $244.83 $121K - $134K
925 $224K
AJG
Arthur J. Gallagher & Co.

Financial Services
356
+ 55.28%
$275.89 - $345.24 $98.2K - $123K
1K $345K
NEE
Nextera Energy Inc

Utilities
1.63K
+ 104.21%
$66.96 - $76.16 $109K - $124K
3.2K $226K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.35K
+ 0.82%
$58.81 - $68.2 $79.5K - $92.2K
167K $9.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
178
+ 25.04%
$468.34 - $539.52 $83.4K - $96K
889 $416K
RTX
Raytheon Technologies Corp

Industrials
556
+ 11.93%
$114.1 - $135.66 $63.4K - $75.4K
5.22K $690K
WFC
Wells Fargo & Company

Financial Services
772
+ 3.12%
$66.78 - $81.42 $51.6K - $62.9K
25.5K $1.83M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 1.04%
$225.19 - $279.95 $47.1K - $58.5K
20.3K $4.98M
DFAE
Dimensional ETF Tr

ETFs
1.78K
+ 0.89%
$24.64 - $26.86 $43.7K - $47.7K
200K $5.19M
BRO
Brown & Brown, Inc.

Financial Services
163
+ 7.71%
$100.54 - $124.4 $16.4K - $20.3K
2.28K $283K
GOOG
Alphabet Inc.

Communication Services
101
+ 1.77%
$156.06 - $207.71 $15.8K - $21K
5.82K $908K
MMM
3 M CO

Industrials
92
+ 6.24%
$129.7 - $155.12 $11.9K - $14.3K
1.57K $230K
UNP
Union Pacific Corp

Industrials
25
+ 1.11%
$225.21 - $254.42 $5.63K - $6.36K
2.28K $537K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.1%
$60.81 - $72.32 $243 - $289
3.87K $277K
NVDA
Nvidia Corp

Technology
1
+ 0.0%
$106.98 - $149.43 $107 - $149
25.4K $2.76M
DFIS
Dimensional ETF Tr Dimensional

ETFs
650
+ 0.56%
$23.92 - $26.89 $15.5K - $17.5K
117K $3.02M
Activity Summary
Buys All Purchases 42 New Holdings 0 Increased Positions 42 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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