Trinity Financial Advisors LLC Sells in Q4 2025

Trinity Financial Advisors LLC

  • $337 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-35.1K
- 20.68%
$49.98 - $50.59 $1.75M - $1.77M
134K $6.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.07K
- 3.28%
$653.02 - $687.39 $1.35M - $1.42M
61K $40.6M
FISV
Fiserv Inc

Technology
-9.21K
- 49.7%
N/A
9.32K $1.17M
VTV
Vanguard Value ETF

ETFs
-3.33K
- 12.56%
$182.87 - $189.72 $610K - $633K
23.2K $4.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.37K
- 7.63%
$137.47 - $143.13 $463K - $482K
40.8K $5.75M
VTI
Vanguard Total Stock Market Et

ETFs
-1.53K
- 3.52%
$321.8 - $337.95 $494K - $518K
42.1K $13.9M
MSFT
Microsoft Corp

Technology
-603
- 13.28%
$496.82 - $542.07 $300K - $327K
3.94K $2M
HD
Home Depot, Inc.

Consumer Cyclical
-111
- 4.12%
$358.03 - $397.02 $39.7K - $44.1K
2.58K $924K
VDE
Vanguard Energy ETF

ETFs
-1.35K
- 32.64%
$120.37 - $129.34 $163K - $175K
2.79K $360K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.1K
- 3.22%
$63.25 - $66.24 $69.3K - $72.5K
32.9K $2.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-115
- 9.43%
$401.99 - $468.37 $46.2K - $53.9K
1.1K $451K
PG
Procter & Gamble CO

Consumer Defensive
-381
- 13.26%
$145.5 - $153.18 $55.4K - $58.4K
2.49K $363K
UNP
Union Pacific Corp

Industrials
-119
- 5.12%
$216.37 - $237.41 $25.7K - $28.3K
2.21K $487K
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 3.39%
$910.94 - $954.99 $31K - $32.5K
969 $884K
SO
Southern CO

Utilities
-105
- 1.74%
$90.58 - $99.72 $9.51K - $10.5K
5.95K $538K
NVDA
Nvidia Corp

Technology
-195
- 0.42%
$179.83 - $207.04 $35.1K - $40.4K
46.2K $8.63M
VB
Vanguard Small Cap ETF

ETFs
-41
- 0.78%
$248.1 - $260.08 $10.2K - $10.7K
5.23K $1.31M
GOOG
Alphabet Inc.

Communication Services
-912
- 16.7%
$237.49 - $291.74 $217K - $266K
4.55K $1.3M
ABBV
Abb Vie Inc.

Healthcare
-127
- 11.11%
$211.96 - $244.38 $26.9K - $31K
1.02K $237K
V
Visa Inc.

Financial Services
-10
- 1.15%
$325.75 - $352.42 $3.26K - $3.52K
862 $280K
JNJ
Johnson & Johnson

Healthcare
-264
- 10.38%
$185.98 - $199.58 $49.1K - $52.7K
2.28K $454K
NEE
Nextera Energy Inc

Utilities
-637
- 16.6%
$78.18 - $86.03 $49.8K - $54.8K
3.2K $274K
EEM
Ishares Msci Emerging Markets

ETFs
-934
- 3.95%
$51.94 - $56.01 $48.5K - $52.3K
22.7K $1.25M
AMZN
Amazon Com Inc

Consumer Cyclical
-882
- 6.24%
$213.04 - $254.0 $188K - $224K
13.2K $3.11M
XOM
Exxon Mobil Corp

Energy
-245
- 3.24%
$110.64 - $119.78 $27.1K - $29.3K
7.33K $862K
VUG
Vanguard Growth ETF

ETFs
-13
- 0.21%
$470.44 - $504.26 $6.12K - $6.56K
6.1K $2.95M
CAT
Caterpillar Inc

Industrials
-150
- 8.82%
$480.82 - $585.49 $72.1K - $87.8K
1.55K $855K
AVGO
Broadcom Inc.

Technology
-279
- 2.44%
$324.63 - $385.98 $90.6K - $108K
11.2K $3.82M
GOOGL
Alphabet Inc.

Communication Services
-197
- 5.14%
$236.57 - $291.31 $46.6K - $57.4K
3.64K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-186
- 0.45%
$475.68 - $513.11 $88.5K - $95.4K
41.4K $21.1M
AAPL
Apple Inc.

Technology
-653
- 1.73%
$245.27 - $275.25 $160K - $180K
37.1K $9.93M
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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