Trinity Legacy Partners, LLC Portfolio Holdings
Trinity Legacy Partners, LLC
- $379 Million
- Q4 2024
Trinity Legacy Partners, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $379 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 $15.4M, J P Morgan Exchange Traded Fd with a value of $13.9M, Schwab Strategic Tr Us Large C with a value of $13.7M, J P Morgan Exchange Traded Fd with a value of $12.6M, and Nvidia Corp with a value of $12.5M.
Examining the 13F form we can see an decrease of $47.9M in the current position value, from $426M to 379M.
Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$379 Million
ETFs: $155 Million
Technology: $49.7 Million
Financial Services: $41.6 Million
Industrials: $32.5 Million
Consumer Cyclical: $21.9 Million
Healthcare: $18 Million
Consumer Defensive: $15.8 Million
Energy: $13.6 Million
Other: $30.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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