Trinity Legacy Partners, LLC Incresed Positions in Q2 2025

Trinity Legacy Partners, LLC

  • $397 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
15.7K
+ 1001.97%
$123.95 - $138.08 $1.95M - $2.17M
17.3K $2.35M
LLY
Eli Lilly & CO

Healthcare
2.63K
+ 937.5%
$713.71 - $898.95 $1.87M - $2.36M
2.91K $2.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.0%
$19.6 - $24.44 $235 - $293
603K $14.7M
JPM
Jpmorgan Chase & CO

Financial Services
131
+ 0.62%
$210.28 - $289.91 $27.5K - $38K
21.4K $6.2M
GS
Goldman Sachs Group Inc

Financial Services
26
+ 0.44%
$462.22 - $707.75 $12K - $18.4K
5.87K $4.16M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.42K
+ 0.52%
$22.92 - $28.05 $55.4K - $67.8K
470K $13.2M
PANW
Palo Alto Networks Inc

Technology
94
+ 0.35%
$152.44 - $204.64 $14.3K - $19.2K
26.8K $5.49M
MAIN
Main Street Capital Corp

Financial Services
2.58K
+ 1.39%
$49.15 - $59.32 $127K - $153K
189K $11.2M
MMSC
First Tr ETF Viii Multi Manage

ETFs
759
+ 0.4%
$15.99 - $20.64 $12.1K - $15.7K
190K $3.93M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 0.97%
$35.77 - $42.27 $73.6K - $86.9K
214K $9.06M
DE
Deere & CO

Industrials
87
+ 1.04%
$412.99 - $531.48 $35.9K - $46.2K
8.43K $4.29M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.53K
+ 2.23%
$45.9 - $47.2 $346K - $356K
346K $16.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
13K
+ 2.4%
$16.93 - $17.81 $220K - $232K
555K $9.88M
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 0.85%
$908.13 - $1056.85 $49.9K - $58.1K
6.56K $6.49M
ISRG
Intuitive Surgical Inc

Healthcare
53
+ 1.08%
$451.58 - $565.94 $23.9K - $30K
4.97K $2.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.52K
+ 2.19%
$51.14 - $57.0 $282K - $315K
257K $14.6M
CAT
Caterpillar Inc

Industrials
4
+ 0.1%
$273.94 - $388.21 $1.1K - $1.55K
3.97K $1.54M
V
Visa Inc.

Financial Services
459
+ 3.02%
$308.27 - $373.31 $141K - $171K
15.6K $5.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.07%
$496.48 - $617.85 $993 - $1.24K
2.7K $1.67M
CTSH
Cognizant Technology Solutions Corp

Technology
736
+ 1.21%
$66.47 - $81.81 $48.9K - $60.2K
61.3K $4.79M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.09K
+ 2.31%
$51.68 - $52.76 $108K - $110K
92.2K $4.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
460
+ 3.98%
$114.78 - $133.31 $52.8K - $61.3K
12K $1.6M
CNQ
Canadian Natural Resources LTD

Energy
3.09K
+ 20.85%
$25.14 - $34.01 $77.6K - $105K
17.9K $562K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.08%
$416.06 - $551.64 $416 - $552
1.2K $664K
FTSL
First Trust Senior Ln Fund

ETFs
1.64K
+ 2.23%
$44.58 - $46.07 $73.1K - $75.6K
75.3K $3.45M
KO
Coca Cola CO

Consumer Defensive
2.15K
+ 3.02%
$68.37 - $73.9 $147K - $159K
73.2K $5.18M
TJX
Tjx Companies Inc

Consumer Cyclical
155
+ 0.39%
$119.13 - $135.03 $18.5K - $20.9K
40.2K $4.96M
VLO
Valero Energy Corp

Energy
216
+ 0.87%
$104.69 - $141.77 $22.6K - $30.6K
25K $3.36M
GOOGL
Alphabet Inc.

Communication Services
30
+ 1.1%
$144.7 - $178.6 $4.34K - $5.36K
2.76K $487K
AMAT
Applied Materials Inc

Technology
2
+ 0.13%
$126.95 - $183.52 $254 - $367
1.5K $274K
TXN
Texas Instruments Inc

Technology
301
+ 1.29%
N/A
23.7K $4.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.67%
$456.74 - $568.03 $2.28K - $2.84K
752 $427K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.31K
+ 1.74%
$66.5 - $71.25 $153K - $164K
135K $9.39M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.61%
$149.23 - $184.95 $1.34K - $1.66K
1.48K $268K
SO
Southern CO

Utilities
424
+ 0.71%
$84.91 - $92.56 $36K - $39.2K
60K $5.51M
KMI
Kinder Morgan, Inc.

Energy
253
+ 1.25%
$25.21 - $29.4 $6.38K - $7.44K
20.6K $604K
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 0.52%
$335.24 - $380.78 $19.8K - $22.5K
11.4K $4.19M
RTM
Invesco S&P 500 Equal Weight M

ETFs
475
+ 0.45%
N/A
106K $0
BSJU
Invesco Eg Tr Sf Ix Fd Tr Bull
6.93K
+ 2.11%
N/A
336K $0
ETR
Entergy Corp

Utilities
19
+ 0.72%
$79.01 - $86.61 $1.5K - $1.65K
2.68K $222K
WM
Waste Management Inc

Industrials
231
+ 0.74%
$216.47 - $242.1 $50K - $55.9K
31.3K $7.16M
MLPX
Global X Mlp & Energy Infrastr

ETFs
516
+ 0.7%
$55.32 - $65.02 $28.5K - $33.6K
73.9K $4.63M
DSL
Double Line Income Solutions Fund

Financial Services
4.38K
+ 1.5%
$11.15 - $12.57 $48.8K - $55K
297K $3.63M
MDT
Medtronic PLC

Healthcare
708
+ 1.19%
$80.68 - $88.86 $57.1K - $62.9K
60.2K $5.24M
EXC
Exelon Corp

Utilities
2.98K
+ 2.94%
$42.2 - $47.37 $126K - $141K
104K $4.53M
VZ
Verizon Communications Inc

Communication Services
1.26K
+ 1.28%
$41.67 - $45.62 $52.5K - $57.5K
99.7K $4.31M
EXPD
Expeditors International Of Washington Inc

Industrials
384
+ 1.13%
$102.84 - $122.24 $39.5K - $46.9K
34.3K $3.92M
PG
Procter & Gamble CO

Consumer Defensive
248
+ 0.72%
$157.66 - $172.39 $39.1K - $42.8K
34.8K $5.54M
XOM
Exxon Mobil Corp

Energy
643
+ 1.37%
$99.93 - $119.04 $64.3K - $76.5K
47.5K $5.12M
Activity Summary
Buys All Purchases 58 New Holdings 4 Increased Positions 54 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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