Trinity Legacy Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $382 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Insperity, Inc. with a value of $17.7M, J P Morgan Exchange Traded Fd with a value of $15.9M, J P Morgan Exchange Traded Fd with a value of $14.4M, Schwab Strategic Tr Us Large C with a value of $13.3M, and Schwab Strategic U.S. Mid Cap with a value of $12.3M.
Examining the 13F form we can see an increase of $3.78M in the current position value, from $379M to 382M.
Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$382 Million
ETFs: $153 Million
Technology: $47.2 Million
Financial Services: $39.8 Million
Industrials: $35.7 Million
Healthcare: $23.9 Million
Energy: $20 Million
Consumer Defensive: $18.3 Million
Consumer Cyclical: $17.1 Million
Other: $27.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
