Trinity Legacy Partners, LLC Purchases in Q3 2024

Trinity Legacy Partners, LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
390K
+ 208.61%
$61.11 - $67.85 $23.8M - $26.5M
577K $39.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
299K
+ 217.48%
$75.47 - $83.18 $22.6M - $24.9M
437K $36.3M
EDV
Vanguard Extended Duration Tre

ETFs
81.9K
+ 392.11%
$70.73 - $83.52 $5.79M - $6.84M
103K $8.19M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
76.3K
New
$31.95 - $38.02 $2.44M - $2.9M
76.3K $2.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
38.3K
+ 19.03%
$54.98 - $59.51 $2.1M - $2.28M
239K $14.2M
NUE
Nucor Corp

Basic Materials
17.2K
New
$137.77 - $166.14 $2.37M - $2.85M
17.2K $2.58M
VIS
Vanguard Industrial ETF

ETFs
3.74K
+ 10.16%
$232.12 - $260.07 $867K - $971K
40.5K $10.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
22.5K
+ 7.91%
$45.87 - $48.53 $1.03M - $1.09M
307K $14.8M
DSL
Double Line Income Solutions Fund

Financial Services
107K
+ 61.01%
$12.42 - $13.06 $1.33M - $1.4M
282K $3.67M
FTSL
First Trust Senior Ln Fund

ETFs
27.9K
+ 54.08%
$45.51 - $46.26 $1.27M - $1.29M
79.4K $3.64M
JNJ
Johnson & Johnson

Healthcare
3.76K
+ 11.89%
$145.48 - $167.38 $547K - $629K
35.4K $5.73M
CTSH
Cognizant Technology Solutions Corp

Technology
7.55K
+ 14.31%
$66.89 - $77.87 $505K - $588K
60.3K $4.65M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
30.6K
+ 8.41%
$19.48 - $20.97 $596K - $641K
394K $8.19M
MAIN
Main Street Capital Corp

Financial Services
21.3K
+ 11.6%
$47.05 - $52.25 $1M - $1.11M
205K $10.3M
LMT
Lockheed Martin Corp

Industrials
535
+ 9.31%
$460.3 - $584.56 $246K - $313K
6.28K $3.67M
MDT
Medtronic PLC

Healthcare
4.18K
+ 8.09%
$76.84 - $91.03 $321K - $381K
55.9K $5.03M
MMSC
First Tr ETF Viii Multi Manage

ETFs
36.2K
+ 29.93%
$18.16 - $20.63 $658K - $747K
157K $3.24M
SRE
Sempra Energy

Utilities
6.38K
+ 13.84%
$74.97 - $84.04 $478K - $536K
52.5K $4.39M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.96K
+ 4.29%
$37.33 - $40.63 $297K - $323K
193K $7.86M
VZ
Verizon Communications Inc

Communication Services
7.58K
+ 16.45%
$38.89 - $45.0 $295K - $341K
53.6K $2.41M
EPD
Enterprise Products Partners L.P.

Energy
15.1K
+ 38.89%
$27.88 - $30.0 $421K - $453K
54K $1.57M
VCR
Vanguard Consumer Discretionar

ETFs
404
+ 3.94%
$291.88 - $341.94 $118K - $138K
10.7K $3.63M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.42K
+ 12.61%
$49.7 - $56.11 $419K - $473K
75.2K $4.13M
CVX
Chevron Corp

Energy
4.46K
+ 14.31%
$137.88 - $161.97 $615K - $722K
35.6K $5.25M
DLR
Digital Realty Trust, Inc.

Real Estate
861
+ 3.73%
$144.47 - $162.98 $124K - $140K
24K $3.88M
TJX
Tjx Companies Inc

Consumer Cyclical
647
+ 1.7%
$107.93 - $120.23 $69.8K - $77.8K
38.7K $4.55M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.66K
+ 10.11%
$92.56 - $99.46 $339K - $364K
39.9K $3.82M
VHT
Vanguard Health Care ETF

ETFs
184
+ 0.99%
$261.88 - $288.1 $48.2K - $53K
18.7K $5.29M
V
Visa Inc.

Financial Services
412
+ 2.33%
$253.74 - $291.56 $105K - $120K
18.1K $4.97M
NEE
Nextera Energy Inc

Utilities
2.75K
New
$69.9 - $84.97 $192K - $233K
2.75K $232K
AMGN
Amgen Inc

Healthcare
239
+ 1.58%
$309.38 - $337.38 $73.9K - $80.6K
15.4K $4.96M
XOM
Exxon Mobil Corp

Energy
1.66K
+ 13.13%
$109.72 - $119.0 $182K - $197K
14.3K $1.67M
KO
Coca Cola CO

Consumer Defensive
3.02K
New
$62.69 - $73.01 $189K - $220K
3.02K $216K
SPY
Spdr S&P 500 ETF Trust

ETFs
279
+ 15.47%
$517.38 - $573.86 $144K - $160K
2.08K $1.19M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.3K
New
$122.74 - $163.95 $159K - $213K
1.3K $212K
VAW
Vanguard Materials ETF

ETFs
163
+ 2.82%
$189.89 - $213.71 $31K - $34.8K
5.95K $1.26M
VGT
Vanguard Information Technolog

ETFs
116
+ 1.64%
$514.43 - $606.85 $59.7K - $70.4K
7.18K $4.21M
FIW
First Trust Water ETF

ETFs
696
+ 11.57%
$98.0 - $109.33 $68.2K - $76.1K
6.71K $733K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.03%
$201.77 - $221.32 $404 - $443
7.81K $1.71M
TXN
Texas Instruments Inc

Technology
429
+ 18.56%
$194.6 - $194.6 $83.5K - $83.5K
2.74K $533K
WM
Waste Management Inc

Industrials
1.06K
+ 3.81%
$196.96 - $223.45 $209K - $237K
28.9K $6.01M
VDE
Vanguard Energy ETF

ETFs
730
+ 6.25%
$117.44 - $131.06 $85.7K - $95.7K
12.4K $1.52M
Invesco Qqq Tr
1.14K
New
N/A
1.14K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
281K
New
N/A
281K $0
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 3.67%
$161.02 - $200.0 $193K - $240K
33.8K $6.3M
CNQ
Canadian Natural Resources LTD

Energy
3.22K
+ 3.67%
$31.97 - $37.41 $103K - $120K
91K $3.02M
GOOG
Alphabet Inc.

Communication Services
34
+ 0.09%
$149.54 - $192.66 $5.08K - $6.55K
37.4K $6.25M
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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