Trinity Legacy Partners, LLC Purchases in Q3 2025

Trinity Legacy Partners, LLC

  • $421 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
20.4K
New
$145.84 - $173.55 $2.97M - $3.54M
20.4K $3.39M
URA
Global X Uranium ETF

ETFs
61.2K
New
$36.45 - $50.4 $2.23M - $3.08M
61.2K $2.92M
AAPL
Apple Inc.

Technology
602
+ 1.39%
$202.38 - $256.87 $122K - $155K
44K $11.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.42K
+ 0.57%
$24.46 - $26.5 $83.6K - $90.6K
606K $16M
JNJ
Johnson & Johnson

Healthcare
132
+ 0.36%
$155.17 - $185.42 $20.5K - $24.5K
36.8K $6.82M
MAIN
Main Street Capital Corp

Financial Services
2.28K
+ 1.21%
$59.28 - $67.54 $135K - $154K
191K $12.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.16K
+ 1.52%
$28.15 - $30.13 $202K - $216K
477K $14.2M
TJX
Tjx Companies Inc

Consumer Cyclical
586
+ 1.46%
$121.35 - $144.54 $71.1K - $84.7K
40.8K $5.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.13K
+ 8.39%
$459.11 - $506.91 $518K - $572K
14.6K $7.33M
VIS
Vanguard Industrial ETF

ETFs
451
+ 1.14%
$281.0 - $296.29 $127K - $134K
40K $11.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.87K
+ 8.37%
$53.81 - $57.52 $423K - $452K
102K $5.86M
MDT
Medtronic PLC

Healthcare
1.49K
+ 2.47%
$87.67 - $95.74 $130K - $142K
61.6K $5.87M
JPM
Jpmorgan Chase & CO

Financial Services
239
+ 1.12%
$282.78 - $316.06 $67.6K - $75.5K
21.6K $6.82M
HD
Home Depot, Inc.

Consumer Cyclical
331
+ 2.89%
$357.4 - $423.42 $118K - $140K
11.8K $4.77M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.9K
+ 2.69%
$17.81 - $18.39 $266K - $275K
570K $10.4M
MMSC
First Tr ETF Viii Multi Manage

ETFs
1.03K
+ 0.54%
$20.36 - $23.49 $20.9K - $24.1K
191K $4.41M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.58K
+ 2.65%
$67.48 - $71.55 $241K - $256K
139K $9.82M
XOM
Exxon Mobil Corp

Energy
1.66K
+ 3.49%
$105.83 - $117.22 $175K - $194K
49.1K $5.54M
MSFT
Microsoft Corp

Technology
73
+ 0.39%
$491.09 - $535.64 $35.8K - $39.1K
18.6K $9.65M
EXPD
Expeditors International Of Washington Inc

Industrials
877
+ 2.56%
$111.37 - $124.95 $97.7K - $110K
35.2K $4.31M
CAT
Caterpillar Inc

Industrials
3
+ 0.08%
$390.92 - $477.15 $1.17K - $1.43K
3.98K $1.9M
VOX
Vanguard Communication Service

ETFs
119
+ 0.62%
$169.0 - $192.17 $20.1K - $22.9K
19.4K $3.65M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.78K
+ 0.85%
$18.82 - $19.8 $71.1K - $74.8K
449K $8.72M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.16K
+ 0.91%
$46.37 - $47.77 $147K - $151K
349K $16.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.19K
+ 1.63%
$55.61 - $57.37 $233K - $241K
261K $14.9M
SO
Southern CO

Utilities
1.34K
+ 2.23%
$90.83 - $96.0 $121K - $128K
61.3K $5.81M
EXC
Exelon Corp

Utilities
2.75K
+ 2.64%
$42.73 - $45.54 $118K - $125K
107K $4.82M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.56K
New
$26.38 - $27.95 $252K - $267K
9.56K $260K
AMGN
Amgen Inc

Healthcare
743
+ 4.56%
$271.18 - $309.22 $201K - $230K
17.1K $4.81M
AXP
American Express CO

Financial Services
62
+ 0.38%
$294.27 - $342.31 $18.2K - $21.2K
16.3K $5.4M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.08K
New
$173.23 - $213.34 $187K - $231K
1.08K $229K
VHT
Vanguard Health Care ETF

ETFs
43
+ 0.22%
$239.12 - $259.95 $10.3K - $11.2K
19.2K $4.99M
GOOGL
Alphabet Inc.

Communication Services
55
+ 1.99%
$174.36 - $254.72 $9.59K - $14K
2.82K $685K
LLY
Eli Lilly & CO

Healthcare
308
+ 10.6%
$625.65 - $812.69 $193K - $250K
3.21K $2.45M
VZ
Verizon Communications Inc

Communication Services
2.53K
+ 2.53%
$40.84 - $45.06 $103K - $114K
102K $4.49M
VDE
Vanguard Energy ETF

ETFs
383
+ 2.18%
$118.37 - $129.65 $45.3K - $49.7K
17.9K $2.25M
MCD
Mcdonalds Corp

Consumer Cyclical
133
+ 1.61%
$291.67 - $316.99 $38.8K - $42.2K
8.4K $2.55M
VFH
Vanguard Financial ETF

ETFs
221
+ 0.95%
$125.23 - $132.78 $27.7K - $29.3K
23.5K $3.09M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.63K
+ 2.2%
$59.5 - $62.99 $97K - $103K
75.6K $4.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
111
+ 14.76%
$567.77 - $614.76 $63K - $68.2K
863 $528K
ABT
Abbott Laboratories

Healthcare
934
+ 5.4%
$120.51 - $136.62 $113K - $128K
18.2K $2.44M
AMZN
Amazon Com Inc

Consumer Cyclical
317
+ 1.15%
$211.65 - $238.24 $67.1K - $75.5K
27.9K $6.12M
PANW
Palo Alto Networks Inc

Technology
488
+ 1.82%
$167.06 - $208.19 $81.5K - $102K
27.3K $5.56M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
781
+ 0.85%
$52.39 - $53.11 $40.9K - $41.5K
92.9K $4.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.25%
$546.99 - $602.2 $1.64K - $1.81K
1.21K $724K
LMT
Lockheed Martin Corp

Industrials
36
+ 4.41%
$410.74 - $499.21 $14.8K - $18K
852 $425K
GD
General Dynamics Corp

Industrials
3
+ 0.35%
$293.92 - $341.0 $882 - $1.02K
851 $290K
DSL
Double Line Income Solutions Fund

Financial Services
2.39K
+ 0.8%
$11.99 - $12.67 $28.6K - $30.3K
299K $3.67M
VNQ
Vanguard Specialized Funds Van

ETFs
95
+ 0.97%
$88.47 - $93.24 $8.4K - $8.86K
9.86K $901K
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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