Trinity Financial Advisors LLC Sells in Q3 2024

Trinity Financial Advisors LLC

  • $247 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-17.5K
- 22.67%
$159.75 - $174.57 $2.8M - $3.06M
59.7K $10.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.76K
- 9.13%
$517.38 - $573.86 $4.01M - $4.45M
77.2K $44.3M
VTI
Vanguard Total Stock Market Et

ETFs
-6.5K
- 11.65%
$255.18 - $283.2 $1.66M - $1.84M
49.3K $14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-18.1K
- 16.9%
$57.32 - $62.65 $1.04M - $1.13M
88.9K $5.54M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.28K
- 46.91%
$113.41 - $125.62 $372K - $412K
3.71K $465K
XLK
Technology Sector Spdr

ETFs
-1.3K
- 43.16%
$197.34 - $237.68 $257K - $309K
1.72K $387K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.58K
- 10.27%
$117.9 - $128.2 $658K - $715K
48.8K $6.25M
VB
Vanguard Small Cap ETF

ETFs
-1.65K
- 14.68%
$214.77 - $237.72 $355K - $393K
9.6K $2.28M
FISV
Fiserv Inc

Technology
-362
- 1.87%
N/A
19K $2.38M
VIG
Vanguard Dividend Appreciation

ETFs
-162
- 7.07%
$182.15 - $182.15 $29.5K - $29.5K
2.13K $387K
PANW
Palo Alto Networks Inc

Technology
-44
- 2.12%
$294.18 - $368.01 $12.9K - $16.2K
2.04K $695K
Dimensional ETF Trust
-2.74K
- 3.84%
N/A
68.7K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-9.83K
- 58.73%
N/A
6.91K $0
PFE
Pfizer Inc

Healthcare
-110
- 1.07%
$27.7 - $31.39 $3.05K - $3.45K
10.2K $294K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1K
- 5.7%
$75.32 - $84.37 $75.3K - $84.4K
16.6K $1.38M
NFLX
Netflix Inc

Communication Services
-1
- 0.31%
$598.55 - $722.26 $599 - $722
319 $226K
ABT
Abbott Laboratories

Healthcare
-92
- 3.39%
$100.07 - $118.13 $9.21K - $10.9K
2.62K $299K
NSC
Norfolk Southern Corp

Industrials
-14
- 1.33%
$213.75 - $259.69 $2.99K - $3.64K
1.04K $258K
NEE
Nextera Energy Inc

Utilities
-48
- 1.48%
$69.9 - $84.97 $3.36K - $4.08K
3.2K $270K
ITW
Illinois Tool Works Inc

Industrials
-16
- 0.88%
$233.14 - $263.97 $3.73K - $4.22K
1.8K $471K
JNJ
Johnson & Johnson

Healthcare
-1
- 0.04%
$145.48 - $167.38 $145 - $167
2.79K $452K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.88K
- 2.15%
$36.98 - $41.55 $143K - $161K
176K $7.25M
AAPL
Apple Inc.

Technology
-590
- 2.0%
$207.23 - $234.82 $122K - $139K
28.8K $6.72M
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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