Trinity Financial Advisors LLC Portfolio Holdings
Trinity Financial Advisors LLC
- $691 Million
- Q1 2025
Trinity Financial Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $691 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $226M, Kimberly Clark Corp with a value of $182M, Spdr S&P 500 ETF Trust with a value of $36.7M, Dimensional ETF Tr with a value of $24.6M, and Vanguard Index Fds S&P 500 ETF with a value of $19.6M.
Examining the 13F form we can see an increase of $433M in the current position value, from $258M to 691M.
Below you can find more details about Trinity Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$691 Million
Financial Services: $258 Million
ETFs: $192 Million
Consumer Defensive: $186 Million
Consumer Cyclical: $20.1 Million
Technology: $18.8 Million
Industrials: $7.12 Million
Communication Services: $6.29 Million
Energy: $1.69 Million
Other: $1.32 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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