Trinity Legacy Partners, LLC Incresed Positions in Q1 2025

Trinity Legacy Partners, LLC

  • $382 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
31.4K
+ 99.63%
$142.06 - $167.7 $4.46M - $5.26M
62.9K $10.4M
TXN
Texas Instruments Inc

Technology
20.7K
+ 764.17%
N/A
23.4K $4.56M
XOM
Exxon Mobil Corp

Energy
30.4K
+ 185.57%
$105.44 - $118.93 $3.21M - $3.62M
46.8K $5.57M
JCPB
J P Morgan Exchange Traded Fd

ETFs
65.4K
+ 23.95%
$45.56 - $47.23 $2.98M - $3.09M
338K $15.9M
VLO
Valero Energy Corp

Energy
20K
+ 420.75%
$121.76 - $142.99 $2.44M - $2.86M
24.8K $3.27M
VZ
Verizon Communications Inc

Communication Services
42.6K
+ 76.21%
$37.81 - $46.49 $1.61M - $1.98M
98.4K $4.46M
KO
Coca Cola CO

Consumer Defensive
24.1K
+ 51.22%
$60.81 - $72.32 $1.46M - $1.74M
71.1K $5.09M
ISRG
Intuitive Surgical Inc

Healthcare
4.06K
+ 478.12%
$476.63 - $610.45 $1.94M - $2.48M
4.91K $2.43M
MDT
Medtronic PLC

Healthcare
16.7K
+ 39.11%
$79.84 - $94.5 $1.33M - $1.58M
59.5K $5.34M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
22.6K
+ 20.47%
$66.9 - $71.57 $1.51M - $1.61M
133K $9.35M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
90.2K
+ 25.33%
$19.04 - $20.15 $1.72M - $1.82M
447K $8.5M
EPD
Enterprise Products Partners L.P.

Energy
36.2K
+ 67.06%
$31.75 - $34.14 $1.15M - $1.24M
90.1K $3.08M
CVX
Chevron Corp

Energy
2.91K
+ 8.5%
$146.71 - $167.97 $426K - $488K
37.1K $6.21M
WM
Waste Management Inc

Industrials
646
+ 2.12%
$200.54 - $233.78 $130K - $151K
31.1K $7.19M
AMGN
Amgen Inc

Healthcare
612
+ 3.94%
$258.59 - $327.36 $158K - $200K
16.1K $5.03M
VDE
Vanguard Energy ETF

ETFs
5.38K
+ 43.94%
$119.14 - $132.76 $640K - $714K
17.6K $2.28M
SO
Southern CO

Utilities
949
+ 1.62%
$80.96 - $92.96 $76.8K - $88.2K
59.6K $5.48M
PRF
Invesco Exchange Traded Fd Tr

ETFs
11.9K
+ 5.95%
$39.4 - $42.61 $470K - $508K
212K $8.58M
VDC
Vanguard Consumer Staples ETF

ETFs
1.92K
+ 23.15%
$206.54 - $226.16 $397K - $434K
10.2K $2.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.84K
+ 4.07%
$56.17 - $59.71 $553K - $587K
252K $14.4M
VHT
Vanguard Health Care ETF

ETFs
566
+ 3.04%
$254.06 - $273.83 $144K - $155K
19.2K $5.09M
FPE
First Tr Pfd Secs & Income ETF

ETFs
23.1K
+ 4.45%
$17.53 - $17.87 $404K - $412K
542K $9.53M
DSL
Double Line Income Solutions Fund

Financial Services
18.8K
+ 6.88%
$12.53 - $12.88 $236K - $242K
292K $3.69M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.4K
+ 13.14%
$51.45 - $58.51 $535K - $608K
89.5K $4.64M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.91K
+ 2.16%
$51.52 - $52.37 $98.2K - $99.9K
90.1K $4.72M
PG
Procter & Gamble CO

Consumer Defensive
287
+ 0.84%
$158.56 - $176.26 $45.5K - $50.6K
34.5K $5.89M
VOX
Vanguard Communication Service

ETFs
1.59K
+ 8.92%
$147.73 - $169.24 $235K - $269K
19.4K $2.88M
VPU
Vanguard Utilities ETF

ETFs
124
+ 1.65%
$161.24 - $173.33 $20K - $21.5K
7.63K $1.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
278
+ 2.46%
$126.11 - $135.06 $35.1K - $37.5K
11.6K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
87
+ 13.18%
$507.05 - $563.67 $44.1K - $49K
747 $383K
FIW
First Trust Water ETF

ETFs
355
+ 5.3%
$99.48 - $106.74 $35.3K - $37.9K
7.05K $709K
VGT
Vanguard Information Technolog

ETFs
1.11K
+ 14.79%
$542.38 - $646.34 $601K - $717K
8.61K $4.67M
RTM
Invesco S&P 500 Equal Weight M

ETFs
11.2K
+ 11.8%
N/A
106K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
75.8K
+ 29.93%
N/A
329K $0
ACN
Accenture PLC

Technology
8
+ 1.23%
$300.91 - $398.25 $2.41K - $3.19K
656 $204K
GOOGL
Alphabet Inc.

Communication Services
376
+ 15.95%
$154.33 - $206.19 $58K - $77.5K
2.73K $422K
SCWO
374 Water Inc.

Industrials
8K
+ 3.58%
$0.31 - $0.7 $2.48K - $5.6K
232K $78K
MMSC
First Tr ETF Viii Multi Manage

ETFs
17.8K
+ 10.35%
$17.87 - $22.2 $318K - $395K
190K $3.45M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.2K
+ 4.27%
$25.58 - $29.24 $490K - $560K
468K $12.3M
PANW
Palo Alto Networks Inc

Technology
73
+ 0.27%
$167.82 - $208.28 $12.3K - $15.2K
26.7K $4.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.1K
+ 1.7%
$21.75 - $24.28 $219K - $244K
602K $13.3M
MSFT
Microsoft Corp

Technology
953
+ 5.39%
$375.39 - $447.2 $358K - $426K
18.6K $6.99M
NOW
Service Now, Inc.

Technology
334
+ 5.13%
$783.83 - $1170.39 $262K - $391K
6.84K $5.45M
NVDA
Nvidia Corp

Technology
2.44K
+ 2.63%
$106.98 - $149.43 $261K - $365K
95.4K $10.3M
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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