Trinity Legacy Partners, LLC Purchases in Q4 2024

Trinity Legacy Partners, LLC

  • $379 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
110K
New
$68.25 - $75.42 $7.52M - $8.31M
110K $7.54M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
394K
New
$11.42 - $12.5 $4.49M - $4.92M
394K $4.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.54K
+ 314.12%
$567.81 - $607.81 $3.71M - $3.98M
8.62K $5.05M
KO
Coca Cola CO

Consumer Defensive
44K
+ 1457.94%
$61.74 - $71.71 $2.72M - $3.15M
47K $2.93M
MAIN
Main Street Capital Corp

Financial Services
321
+ 0.16%
$49.95 - $58.58 $16K - $18.8K
205K $12M
NVDA
Nvidia Corp

Technology
2K
+ 2.2%
$117.0 - $148.88 $234K - $297K
92.9K $12.5M
NOW
Service Now, Inc.

Technology
191
+ 3.02%
$867.18 - $1148.42 $166K - $219K
6.51K $6.9M
AMZN
Amazon Com Inc

Consumer Cyclical
49
+ 0.14%
$180.88 - $232.93 $8.86K - $11.4K
33.9K $7.43M
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 2.98%
$163.08 - $198.16 $182K - $221K
38.5K $7.33M
AAPL
Apple Inc.

Technology
834
+ 1.94%
$221.69 - $259.02 $185K - $216K
43.8K $11M
V
Visa Inc.

Financial Services
190
+ 1.05%
$273.87 - $320.91 $52K - $61K
18.3K $5.77M
AXP
American Express CO

Financial Services
491
+ 2.41%
$267.35 - $305.57 $131K - $150K
20.8K $6.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.22K
New
$481.22 - $538.17 $585K - $654K
1.22K $621K
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.08K
+ 2.74%
$54.89 - $64.32 $114K - $133K
77.9K $4.71M
DLR
Digital Realty Trust, Inc.

Real Estate
608
+ 2.54%
$156.46 - $195.69 $95.1K - $119K
24.6K $4.35M
PANW
Palo Alto Networks Inc

Technology
13.8K
+ 107.52%
$181.96 - $405.9 $2.51M - $5.61M
26.7K $4.85M
VGT
Vanguard Information Technolog

ETFs
317
+ 4.41%
$571.78 - $647.97 $181K - $205K
7.5K $4.66M
SRE
Sempra Energy

Utilities
2.01K
+ 3.84%
$80.81 - $94.77 $163K - $191K
54.5K $4.78M
COST
Costco Wholesale Corp

Consumer Defensive
206
+ 3.26%
$873.59 - $994.69 $180K - $205K
6.53K $5.99M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.96K
+ 5.27%
$53.94 - $58.15 $214K - $230K
79.1K $4.46M
MMSC
First Tr ETF Viii Multi Manage

ETFs
14.6K
+ 9.27%
$20.35 - $22.85 $297K - $333K
172K $3.56M
VOX
Vanguard Communication Service

ETFs
796
+ 4.68%
$144.31 - $163.57 $115K - $130K
17.8K $2.76M
TJX
Tjx Companies Inc

Consumer Cyclical
1.31K
+ 3.38%
$112.15 - $127.2 $147K - $167K
40K $4.84M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.95K
+ 3.59%
$40.15 - $42.9 $279K - $298K
200K $8.09M
ETR
Entergy Corp

Utilities
2.81K
New
$73.19 - $156.4 $206K - $439K
2.81K $212K
GS
Goldman Sachs Group Inc

Financial Services
26
+ 1.05%
$486.1 - $608.57 $12.6K - $15.8K
2.51K $1.44M
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.01%
$22.59 - $28.54 $67.8 - $85.6
33.2K $908K
WM
Waste Management Inc

Industrials
1.48K
+ 5.12%
$201.79 - $228.46 $299K - $338K
30.4K $6.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
411
+ 3.04%
$442.29 - $483.08 $182K - $199K
13.9K $6.32M
XOM
Exxon Mobil Corp

Energy
2.13K
+ 14.94%
$105.51 - $125.37 $225K - $267K
16.4K $1.76M
GOOGL
Alphabet Inc.

Communication Services
39
+ 1.68%
$161.86 - $196.66 $6.31K - $7.67K
2.36K $446K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
436
+ 4.02%
$126.68 - $134.74 $55.2K - $58.7K
11.3K $1.44M
VDC
Vanguard Consumer Staples ETF

ETFs
486
+ 6.22%
$210.96 - $223.62 $103K - $109K
8.3K $1.75M
CTSH
Cognizant Technology Solutions Corp

Technology
841
+ 1.39%
$74.37 - $82.32 $62.5K - $69.2K
61.1K $4.7M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
182
+ 14.02%
$157.33 - $189.22 $28.6K - $34.4K
1.48K $249K
PG
Procter & Gamble CO

Consumer Defensive
1.29K
+ 3.9%
$161.05 - $179.7 $207K - $231K
34.3K $5.74M
MSFT
Microsoft Corp

Technology
416
+ 2.41%
$406.35 - $454.46 $169K - $189K
17.7K $7.45M
VIS
Vanguard Industrial ETF

ETFs
980
+ 2.42%
$254.39 - $279.7 $249K - $274K
41.5K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.3%
$521.84 - $558.82 $1.04K - $1.12K
660 $355K
RTM
Invesco S&P 500 Equal Weight M

ETFs
94.6K
New
N/A
94.6K $0
HD
Home Depot, Inc.

Consumer Cyclical
502
+ 3.34%
$385.02 - $431.37 $193K - $217K
15.6K $6.05M
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 0.01%
$87.85 - $98.6 $87.9 - $98.6
13.3K $1.19M
CNQ
Canadian Natural Resources LTD

Energy
2.88K
+ 3.17%
$29.51 - $37.6 $85K - $108K
93.9K $2.9M
SO
Southern CO

Utilities
3.59K
+ 6.53%
$81.5 - $94.15 $293K - $338K
58.6K $4.82M
VZ
Verizon Communications Inc

Communication Services
2.19K
+ 4.09%
$39.6 - $45.21 $86.9K - $99.2K
55.8K $2.23M
CAT
Caterpillar Inc

Industrials
560
+ 3.21%
$360.37 - $416.88 $202K - $233K
18K $6.53M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.35K
+ 0.98%
$57.53 - $60.83 $135K - $143K
242K $13.9M
IRM
Iron Mountain Inc

Real Estate
2.04K
+ 4.81%
$101.62 - $128.14 $207K - $261K
44.5K $4.67M
LMT
Lockheed Martin Corp

Industrials
366
+ 5.83%
$479.66 - $614.62 $176K - $225K
6.65K $3.23M
Activity Summary
Buys All Purchases 54 New Holdings 5 Increased Positions 49 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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