Trinity Legacy Partners, LLC Reduced Holdings in Q1 2025

Trinity Legacy Partners, LLC

  • $382 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-14K
- 77.95%
$326.75 - $407.63 $4.58M - $5.72M
3.97K $1.31M
SRE
Sempra Energy

Utilities
-51.4K
- 94.41%
$67.85 - $87.67 $3.49M - $4.51M
3.05K $217K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-372K
- 94.51%
$11.22 - $11.8 $4.17M - $4.39M
21.6K $242K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.92K
- 68.71%
$551.42 - $612.93 $3.27M - $3.63M
2.7K $1.51M
LMT
Lockheed Martin Corp

Industrials
-5.83K
- 87.72%
$423.19 - $506.29 $2.47M - $2.95M
816 $364K
CNQ
Canadian Natural Resources LTD

Energy
-79.1K
- 84.22%
$26.72 - $32.74 $2.11M - $2.59M
14.8K $456K
AMZN
Amazon Com Inc

Consumer Cyclical
-6.26K
- 18.47%
$190.26 - $242.06 $1.19M - $1.52M
27.6K $5.26M
HD
Home Depot, Inc.

Consumer Cyclical
-4.18K
- 26.87%
$347.25 - $424.87 $1.45M - $1.78M
11.4K $4.17M
VCR
Vanguard Consumer Discretionar

ETFs
-4.09K
- 38.48%
$318.51 - $391.75 $1.3M - $1.6M
6.54K $2.13M
AXP
American Express CO

Financial Services
-4.54K
- 21.81%
$255.39 - $325.87 $1.16M - $1.48M
16.3K $4.38M
GOOG
Alphabet Inc.

Communication Services
-775
- 2.01%
$156.06 - $207.71 $121K - $161K
37.7K $5.9M
DLR
Digital Realty Trust, Inc.

Real Estate
-3.85K
- 15.68%
$142.1 - $183.56 $547K - $707K
20.7K $2.97M
IRM
Iron Mountain Inc

Real Estate
-5.83K
- 13.1%
$82.79 - $111.31 $482K - $649K
38.6K $3.32M
AAPL
Apple Inc.

Technology
-47
- 0.11%
$209.68 - $247.1 $9.85K - $11.6K
43.8K $9.73M
IP
International Paper CO

Consumer Cyclical
-13.8K
- 20.89%
$49.38 - $60.09 $680K - $827K
52.1K $2.78M
JPM
Jpmorgan Chase & CO

Financial Services
-3.67K
- 14.72%
$225.19 - $279.95 $826K - $1.03M
21.3K $5.22M
VIS
Vanguard Industrial ETF

ETFs
-1.8K
- 4.34%
$243.63 - $273.99 $438K - $493K
39.7K $9.82M
VAW
Vanguard Materials ETF

ETFs
-2.67K
- 48.38%
$185.71 - $202.46 $495K - $540K
2.84K $536K
V
Visa Inc.

Financial Services
-3.08K
- 16.86%
$306.92 - $362.71 $945K - $1.12M
15.2K $5.32M
KMI
Kinder Morgan, Inc.

Energy
-12.8K
- 38.73%
$26.1 - $31.22 $335K - $401K
20.3K $579K
VNQ
Vanguard Specialized Funds Van

ETFs
-3.51K
- 26.31%
$85.55 - $94.34 $300K - $331K
9.82K $888K
FTSL
First Trust Senior Ln Fund

ETFs
-5.06K
- 6.43%
$45.65 - $46.48 $231K - $235K
73.6K $3.36M
PEP
Pepsico Inc

Consumer Defensive
-1.58K
- 20.07%
$142.64 - $156.42 $225K - $247K
6.29K $942K
CFLT
Confluent, Inc.

Technology
-2.5K
- 10.0%
$23.44 - $37.65 $58.6K - $94.1K
22.5K $527K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-382
- 17.56%
$168.84 - $202.89 $64.5K - $77.5K
1.79K $315K
CTSH
Cognizant Technology Solutions Corp

Technology
-524
- 0.86%
$75.32 - $90.7 $39.5K - $47.5K
60.6K $4.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 0.99%
$468.34 - $539.52 $5.62K - $6.47K
1.2K $564K
AMAT
Applied Materials Inc

Technology
-120
- 7.43%
$145.06 - $195.51 $17.4K - $23.5K
1.5K $216K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-4.51K
- 5.79%
$59.6 - $67.2 $269K - $303K
73.4K $4.68M
GD
General Dynamics Corp

Industrials
-41
- 4.61%
$241.94 - $272.58 $9.92K - $11.2K
848 $231K
VFH
Vanguard Financial ETF

ETFs
-246
- 1.04%
$114.07 - $127.34 $28.1K - $31.3K
23.5K $2.81M
SLB
Schlumberger Limited

Energy
-285
- 4.75%
$38.4 - $43.74 $10.9K - $12.5K
5.72K $238K
ETR
Entergy Corp

Utilities
-152
- 5.41%
$75.26 - $87.89 $11.4K - $13.4K
2.66K $227K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-37
- 7.16%
$402.49 - $513.76 $14.9K - $19K
480 $232K
TJX
Tjx Companies Inc

Consumer Cyclical
-23
- 0.06%
$112.81 - $126.16 $2.59K - $2.9K
40K $4.87M
SHEL
Shell PLC

Energy
-3
- 0.09%
$62.84 - $73.29 $189 - $220
3.44K $252K
COST
Costco Wholesale Corp

Consumer Defensive
-31
- 0.47%
$890.62 - $1076.86 $27.6K - $33.4K
6.5K $6.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-512
- 3.67%
$442.66 - $534.52 $227K - $274K
13.4K $7.15M
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
Track This Portfolio

Track Trinity Legacy Partners, LLC Portfolio

Follow Trinity Legacy Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Legacy Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Legacy Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email