Trinity Wealth Management, LLC Incresed Positions in Q1 2025

Trinity Wealth Management, LLC

  • $218 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
3.8K
+ 2.32%
$65.06 - $72.31 $247K - $275K
168K $11.8M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
14.8K
+ 1.35%
$24.73 - $25.62 $367K - $380K
1.11M $28.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
818
+ 0.5%
$87.68 - $94.52 $71.7K - $77.3K
166K $15.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.85K
+ 7.25%
$196.12 - $229.48 $1.15M - $1.34M
86.5K $17.4M
JNJ
Johnson & Johnson

Healthcare
810
+ 7.11%
$142.06 - $167.7 $115K - $136K
12.2K $2.02M
IHDG
Wisdomtree Tr

ETFs
2.72K
+ 1.05%
$43.4 - $47.51 $118K - $129K
263K $11.5M
CGDV
Capital Group Divid Value ETF

ETFs
4.47K
+ 3.22%
$34.95 - $37.36 $156K - $167K
143K $5.08M
CGCP
Capital Group Core Plus Income

ETFs
7.36K
+ 41.23%
$21.94 - $22.64 $162K - $167K
25.2K $564K
CGGR
Capital Group Growth ETF Shs C

ETFs
5K
+ 39.51%
$33.98 - $39.84 $170K - $199K
17.6K $605K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.01K
+ 22.76%
$71.17 - $73.66 $72.1K - $74.6K
5.46K $400K
VTI
Vanguard Total Stock Market Et

ETFs
463
+ 15.24%
$271.18 - $303.12 $126K - $140K
3.5K $957K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
696
+ 7.63%
$58.01 - $64.46 $40.4K - $44.9K
9.82K $613K
IBM
International Business Machines Corp

Technology
8
+ 0.49%
$217.4 - $264.74 $1.74K - $2.12K
1.66K $411K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
228
+ 0.08%
$49.42 - $50.43 $11.3K - $11.5K
289K $14.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
700
+ 0.32%
$23.29 - $23.38 $16.3K - $16.4K
220K $5.13M
BNDX
Vanguard Total International B

ETFs
528
+ 6.9%
$48.33 - $49.5 $25.5K - $26.1K
8.18K $399K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
721
+ 2.52%
$22.77 - $22.94 $16.4K - $16.5K
29.3K $671K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
91
+ 0.6%
$21.16 - $21.77 $1.93K - $1.98K
15.4K $334K
SUB
Ishares Short Term National Mu

ETFs
64
+ 0.9%
$105.3 - $106.24 $6.74K - $6.8K
7.17K $755K
SPMD
Spdr Portfolio

ETFs
1.14K
+ 4.76%
$50.21 - $57.73 $57.4K - $66K
25.2K $1.29M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
488
+ 2.67%
$40.03 - $46.81 $19.5K - $22.8K
18.8K $762K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
104
+ 0.16%
$67.03 - $74.61 $6.97K - $7.76K
66K $4.46M
AAPL
Apple Inc.

Technology
51
+ 0.55%
$209.68 - $247.1 $10.7K - $12.6K
9.31K $2.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
741
+ 0.76%
$64.88 - $72.1 $48.1K - $53.4K
98.1K $6.41M
SIZE
Ishares Msci Usa Size Factor E

ETFs
532
+ 0.48%
$141.68 - $155.75 $75.4K - $82.9K
112K $16.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
385
+ 0.4%
$168.16 - $186.21 $64.7K - $71.7K
96.4K $16.3M
XLK
Technology Sector Spdr

ETFs
316
+ 0.75%
$206.38 - $242.18 $65.2K - $76.5K
42.7K $8.8M
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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