Trinity Wealth Management, LLC Incresed Positions in Q3 2025

Trinity Wealth Management, LLC

  • $255 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
13.6K
+ 75.18%
$250.97 - $282.66 $3.41M - $3.85M
31.7K $8.93M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
25.7K
+ 2.1%
$25.21 - $25.99 $649K - $669K
1.25M $32.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.15K
+ 1.29%
$72.65 - $78.68 $83.5K - $90.5K
90.1K $7.06M
IHDG
Wisdomtree Tr

ETFs
5.54K
+ 1.94%
$43.81 - $46.31 $243K - $257K
292K $13.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.53K
+ 2.01%
$54.35 - $59.32 $82.9K - $90.5K
77.5K $4.59M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.23K
+ 2.4%
$50.85 - $51.35 $368K - $371K
309K $15.8M
VTI
Vanguard Total Stock Market Et

ETFs
645
+ 9.53%
$303.93 - $329.86 $196K - $213K
7.41K $2.43M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.85K
+ 12.41%
$40.2 - $44.58 $195K - $216K
43.9K $1.93M
MUB
Ishares National Muni Bond ETF

ETFs
1.97K
+ 6.67%
$103.24 - $106.68 $204K - $210K
31.5K $3.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.27K
+ 10.28%
$68.24 - $73.73 $155K - $168K
24.4K $1.79M
CGDV
Capital Group Divid Value ETF

ETFs
2.62K
+ 7.49%
$39.59 - $42.21 $104K - $111K
37.6K $1.58M
CGXU
Capital Group Intl Focus Equit

ETFs
3.35K
+ 15.16%
$26.49 - $29.62 $88.8K - $99.3K
25.5K $754K
BNDX
Vanguard Total International B

ETFs
2.79K
+ 15.61%
$49.0 - $49.51 $137K - $138K
20.7K $1.02M
MSFT
Microsoft Corp

Technology
132
+ 4.26%
$491.09 - $535.64 $64.8K - $70.7K
3.23K $1.67M
CGCP
Capital Group Core Plus Income

ETFs
5.09K
+ 9.25%
$22.27 - $22.95 $113K - $117K
60.2K $1.37M
RSP
Invesco S&P 500 Equal Weight E

ETFs
528
+ 15.88%
$181.56 - $190.33 $95.9K - $100K
3.85K $730K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.31K
+ 4.1%
$72.01 - $74.44 $94.5K - $97.7K
33.3K $2.45M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
571
+ 10.09%
$110.74 - $122.12 $63.2K - $69.7K
6.23K $754K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.22K
+ 14.28%
$70.77 - $73.59 $86K - $89.4K
9.72K $712K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.21K
+ 1.77%
$23.29 - $23.38 $98K - $98.4K
242K $5.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.14K
+ 9.68%
$72.57 - $74.72 $82.9K - $85.3K
12.9K $962K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.51K
+ 11.02%
$22.84 - $22.95 $80.2K - $80.6K
35.4K $812K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2
+ 0.01%
$42.67 - $46.91 $85.3 - $93.8
19.6K $916K
HEFA
Ishares Currency Hedged Msci E

ETFs
705
+ 2.48%
$37.2 - $39.61 $26.2K - $27.9K
29.2K $1.16M
SUB
Ishares Short Term National Mu

ETFs
329
+ 4.69%
$106.17 - $107.3 $34.9K - $35.3K
7.34K $783K
VGSH
Vanguard

ETFs
380
+ 9.91%
$58.43 - $58.88 $22.2K - $22.4K
4.22K $247K
MBB
Ishares Tr

ETFs
85
+ 1.24%
$92.46 - $95.73 $7.86K - $8.14K
6.93K $659K
EXC
Exelon Corp

Utilities
35
+ 0.71%
$42.73 - $45.54 $1.5K - $1.59K
4.94K $222K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
202
+ 1.36%
$22.36 - $22.52 $4.52K - $4.55K
15.1K $339K
Capital Group Dividend Growe
877
+ 8.37%
N/A
11.4K $0
Capital Group Equity ETF Tr
3.14K
+ 16.11%
N/A
22.6K $0
CGMU
Capital Group Core Plus Income
8.21K
+ 6.41%
N/A
136K $0
NFLX
Netflix Inc

Communication Services
4
+ 2.01%
$1147.87 - $1297.18 $4.59K - $5.19K
203 $243K
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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