Trinity Financial Advisors LLC Sells in Q2 2025

Trinity Financial Advisors LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-19.5K
- 35.6%
$51.16 - $62.02 $999K - $1.21M
35.3K $2.19M
DFAE
Dimensional ETF Tr

ETFs
-43.5K
- 21.72%
$22.87 - $28.95 $995K - $1.26M
157K $4.54M
VTV
Vanguard Value ETF

ETFs
-3.17K
- 9.74%
$153.67 - $176.74 $487K - $560K
29.4K $5.19M
PG
Procter & Gamble CO

Consumer Defensive
-796
- 19.21%
$157.66 - $172.39 $125K - $137K
3.35K $533K
VB
Vanguard Small Cap ETF

ETFs
-894
- 13.42%
$193.73 - $237.37 $173K - $212K
5.77K $1.37M
META
Meta Platforms, Inc.

Communication Services
-425
- 32.54%
$484.66 - $738.09 $206K - $314K
881 $650K
PANW
Palo Alto Networks Inc

Technology
-1.06K
- 24.02%
$152.44 - $204.64 $162K - $218K
3.37K $688K
PEP
Pepsico Inc

Consumer Defensive
-100
- 3.82%
$128.02 - $151.37 $12.8K - $15.1K
2.52K $332K
PIII
P3 Health Partners Inc.

Healthcare
-1.25M
- 98.0%
$0.15 - $9.82 $188K - $12.3M
25.5K $160K
ABT
Abbott Laboratories

Healthcare
-49
- 2.32%
$123.95 - $138.08 $6.07K - $6.77K
2.07K $280K
NSC
Norfolk Southern Corp

Industrials
-60
- 5.76%
$206.34 - $257.46 $12.4K - $15.4K
982 $251K
AXON
Axon Enterprise, Inc.

Industrials
-200
- 32.84%
$497.13 - $827.94 $99.4K - $166K
409 $338K
ASML
Asml Holding Nv

Technology
-64
- 12.75%
$595.37 - $815.24 $38.1K - $52.2K
438 $351K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.29K
- 2.72%
$114.78 - $133.31 $149K - $173K
46.4K $6.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-47
- 5.29%
$416.06 - $551.64 $19.6K - $25.9K
842 $464K
NFLX
Netflix Inc

Communication Services
-50
- 15.67%
$855.86 - $1339.13 $42.8K - $67K
269 $360K
GOOG
Alphabet Inc.

Communication Services
-110
- 1.89%
$146.58 - $180.01 $16.1K - $19.8K
5.71K $1.01M
TOST
Toast, Inc.

Technology
-604
- 4.87%
$30.03 - $45.23 $18.1K - $27.3K
11.8K $522K
WFC
Wells Fargo & Company

Financial Services
-94
- 0.37%
$60.98 - $80.12 $5.73K - $7.53K
25.4K $2.03M
VUG
Vanguard Growth ETF

ETFs
-69
- 1.12%
$329.49 - $438.4 $22.7K - $30.2K
6.08K $2.67M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-17.7K
- 6.97%
$53.65 - $67.02 $950K - $1.19M
236K $15.8M
JPM
Jpmorgan Chase & CO

Financial Services
-22
- 0.11%
$210.28 - $289.91 $4.63K - $6.38K
20.3K $5.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-214
- 1.04%
$456.74 - $568.03 $97.7K - $122K
20.4K $11.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.01%
$496.48 - $617.85 $2.98K - $3.71K
64.8K $40.1M
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
Track This Portfolio

Track Trinity Financial Advisors LLC Portfolio

Follow Trinity Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email