Trinity Financial Advisors LLC Purchases in Q1 2025

Trinity Financial Advisors LLC

  • $691 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
391K
+ 973.69%
$442.66 - $534.52 $173M - $209M
431K $226M
KMB
Kimberly Clark Corp

Consumer Defensive
1.28M
New
$124.46 - $147.4 $159M - $188M
1.28M $182M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3.64K
+ 3600.0%
$4295.4 - $5141.88 $15.6M - $18.7M
3.74K $17.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
240K
+ 221.45%
$49.25 - $50.66 $11.8M - $12.2M
349K $17.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.6K
+ 129.4%
$507.05 - $563.67 $11M - $12.2M
38.4K $19.6M
VUG
Vanguard Growth ETF

ETFs
22.8K
+ 411.14%
$369.1 - $427.61 $8.42M - $9.76M
28.4K $10.5M
GS
Goldman Sachs Group Inc

Financial Services
6.91K
+ 1169.04%
$524.81 - $672.19 $3.63M - $4.64M
7.5K $4.1M
AAPL
Apple Inc.

Technology
19.2K
+ 67.35%
$209.68 - $247.1 $4.02M - $4.74M
47.7K $10.6M
DFIV
Dimensional ETF Tr

ETFs
19.4K
+ 3.24%
$35.33 - $40.77 $687K - $793K
620K $24.6M
META
Meta Platforms, Inc.

Communication Services
4.1K
+ 367.8%
$576.36 - $736.67 $2.36M - $3.02M
5.22K $3.01M
ORCC
Owl Rock Capital Corp

Financial Services
141K
+ 14.9%
N/A
1.09M $14.5M
NFLX
Netflix Inc

Communication Services
1.96K
+ 614.11%
$828.4 - $1058.6 $1.62M - $2.07M
2.28K $2.12M
HIG
Hartford Financial Services Group, Inc.

Financial Services
13.9K
+ 729.37%
$106.31 - $123.73 $1.47M - $1.71M
15.8K $1.95M
VO
Vanguard Mid Cap ETF

ETFs
6.23K
+ 27.6%
$251.87 - $277.95 $1.57M - $1.73M
28.8K $7.4M
WSO
Watsco Inc

Industrials
2.75K
+ 607.96%
$463.86 - $530.75 $1.27M - $1.46M
3.2K $1.63M
CAT
Caterpillar Inc

Industrials
4.29K
+ 252.47%
$326.75 - $407.63 $1.4M - $1.75M
5.99K $1.98M
MUB
Ishares National Muni Bond ETF

ETFs
9.73K
New
$104.71 - $107.69 $1.02M - $1.05M
9.73K $1.02M
MA
Mastercard Inc

Financial Services
1.81K
+ 253.44%
$504.67 - $576.31 $912K - $1.04M
2.52K $1.38M
ROOT
Root, Inc.

Financial Services
2.24K
+ 22.98%
$73.43 - $177.69 $164K - $397K
12K $1.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
27.1K
+ 12.42%
$59.61 - $66.71 $1.61M - $1.81M
245K $14.7M
CL
Colgate Palmolive CO

Consumer Defensive
6.82K
New
$85.68 - $97.5 $584K - $665K
6.82K $638K
BK
Bank Of New York Mellon Corp

Financial Services
6.98K
+ 217.28%
$75.42 - $88.95 $526K - $621K
10.2K $854K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.7K
+ 3.74%
$27.01 - $28.54 $450K - $476K
462K $12.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.15K
New
$77.7 - $78.94 $478K - $486K
6.15K $485K
AMZN
Amazon Com Inc

Consumer Cyclical
3.04K
+ 80.44%
$190.26 - $242.06 $577K - $735K
6.81K $1.3M
AXON
Axon Enterprise, Inc.

Industrials
938
+ 118.73%
$496.65 - $710.01 $466K - $666K
1.73K $908K
JPM
Jpmorgan Chase & CO

Financial Services
842
+ 4.38%
$225.19 - $279.95 $190K - $236K
20.1K $4.93M
ASML
Asml Holding Nv

Technology
369
+ 73.51%
$662.63 - $776.99 $245K - $287K
871 $577K
DFIS
Dimensional ETF Tr Dimensional

ETFs
621
+ 0.54%
$23.92 - $26.89 $14.9K - $16.7K
116K $3.04M
ITW
Illinois Tool Works Inc

Industrials
730
+ 40.56%
$244.9 - $274.48 $179K - $200K
2.53K $627K
PEP
Pepsico Inc

Consumer Defensive
898
+ 34.21%
$142.64 - $156.42 $128K - $140K
3.52K $528K
ABT
Abbott Laboratories

Healthcare
586
+ 22.32%
$111.1 - $140.22 $65.1K - $82.2K
3.21K $425K
CVX
Chevron Corp

Energy
490
+ 34.75%
$146.71 - $167.97 $71.9K - $82.3K
1.9K $317K
WFC
Wells Fargo & Company

Financial Services
454
+ 1.87%
$66.78 - $81.42 $30.3K - $37K
24.7K $1.77M
PG
Procter & Gamble CO

Consumer Defensive
95
+ 2.35%
$158.56 - $176.26 $15.1K - $16.7K
4.14K $706K
Seastar Medical Holding Corp
10K
New
N/A
10K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
42.3K
New
N/A
42.3K $0
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 1.81%
$347.25 - $424.87 $16K - $19.5K
2.58K $946K
GOOG
Alphabet Inc.

Communication Services
271
+ 4.98%
$156.06 - $207.71 $42.3K - $56.3K
5.72K $893K
MSFT
Microsoft Corp

Technology
79
+ 1.91%
$375.39 - $447.2 $29.7K - $35.3K
4.21K $1.58M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.57K
+ 5.45%
$58.81 - $68.2 $504K - $584K
166K $9.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
579
+ 0.89%
$551.42 - $612.93 $319K - $355K
65.6K $36.7M
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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