Trinity Financial Advisors LLC Sells in Q1 2025

Trinity Financial Advisors LLC

  • $691 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-357K
- 89.53%
$47.4 - $52.99 $16.9M - $18.9M
41.7K $2.14M
VTI
Vanguard Total Stock Market Et

ETFs
-19K
- 48.85%
$271.18 - $303.12 $5.16M - $5.77M
19.9K $5.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-221K
- 62.02%
$18.36 - $20.51 $4.05M - $4.53M
135K $2.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-23.3K
- 48.55%
$126.11 - $135.06 $2.93M - $3.14M
24.6K $3.14M
NVDA
Nvidia Corp

Technology
-14
- 0.05%
$106.98 - $149.43 $1.5K - $2.09K
25.4K $2.76M
PANW
Palo Alto Networks Inc

Technology
-3.21K
- 71.11%
$167.82 - $208.28 $539K - $669K
1.31K $222K
GOOGL
Alphabet Inc.

Communication Services
-1.68K
- 49.3%
$154.33 - $206.19 $260K - $347K
1.73K $266K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.38K
- 2.45%
$57.21 - $65.8 $78.9K - $90.8K
54.9K $3.19M
GLW
Corning Inc

Technology
-6.28K
- 83.76%
$44.91 - $54.25 $282K - $341K
1.22K $55K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.92K
- 51.61%
$120.29 - $134.6 $231K - $258K
1.8K $218K
EMR
Emerson Electric CO

Industrials
-1.82K
- 51.58%
$108.64 - $131.17 $197K - $238K
1.71K $187K
CRM
Salesforce, Inc.

Technology
-609
- 50.0%
$268.36 - $359.95 $163K - $219K
609 $163K
VTV
Vanguard Value ETF

ETFs
-1.68K
- 4.9%
$167.73 - $179.21 $281K - $301K
32.5K $5.56M
PFE
Pfizer Inc

Healthcare
-8.7K
- 85.45%
$25.01 - $27.13 $217K - $236K
1.48K $37K
PIII
P3 Health Partners Inc.

Healthcare
-1.04M
- 99.91%
$0.16 - $0.25 $167K - $261K
925 $0
VIG
Vanguard Dividend Appreciation

ETFs
-1.22K
- 70.85%
N/A
502 $91K
VDE
Vanguard Energy ETF

ETFs
-1.79K
- 94.65%
$119.14 - $132.76 $213K - $237K
101 $12K
XLK
Technology Sector Spdr

ETFs
-746
- 42.73%
$206.38 - $242.18 $154K - $181K
1K $206K
TSLA
Tesla, Inc.

Consumer Cyclical
-23
- 1.81%
$222.15 - $428.22 $5.11K - $9.85K
1.25K $323K
HBAN
Huntington Bancshares Inc

Financial Services
-10.7K
- 91.1%
$14.28 - $17.39 $152K - $185K
1.04K $15K
V
Visa Inc.

Financial Services
-505
- 61.29%
$306.92 - $362.71 $155K - $183K
319 $111K
NSC
Norfolk Southern Corp

Industrials
-589
- 56.58%
$227.69 - $259.76 $134K - $153K
452 $107K
VB
Vanguard Small Cap ETF

ETFs
-9
- 0.13%
$217.89 - $252.64 $1.96K - $2.27K
6.66K $1.48M
NEE
Nextera Energy Inc

Utilities
-1.64K
- 51.09%
$66.96 - $76.16 $110K - $125K
1.57K $111K
BR
Broadridge Financial Solutions, Inc.

Technology
-545
- 58.98%
$221.46 - $244.83 $121K - $133K
379 $91K
AJG
Arthur J. Gallagher & Co.

Financial Services
-356
- 35.6%
$275.89 - $345.24 $98.2K - $123K
644 $222K
FISV
Fiserv Inc

Technology
-482
- 2.53%
N/A
18.5K $2.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 5.95%
$468.34 - $539.52 $21.1K - $24.3K
711 $333K
TOST
Toast, Inc.

Technology
-188
- 1.49%
$32.61 - $41.98 $6.13K - $7.89K
12.4K $411K
UNP
Union Pacific Corp

Industrials
-136
- 5.7%
$225.21 - $254.42 $30.6K - $34.6K
2.25K $531K
Dimensional ETF Trust
-1.84K
- 3.19%
N/A
55.8K $0
SO
Southern CO

Utilities
-379
- 9.34%
$80.96 - $92.96 $30.7K - $35.2K
3.68K $338K
RTX
Raytheon Technologies Corp

Industrials
-569
- 10.88%
$114.1 - $135.66 $64.9K - $77.2K
4.66K $617K
MMM
3 M CO

Industrials
-101
- 6.41%
$129.7 - $155.12 $13.1K - $15.7K
1.48K $216K
MELI
Mercadolibre Inc

Consumer Cyclical
-19
- 9.18%
$1739.0 - $2260.0 $33K - $42.9K
188 $366K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.99%
$890.62 - $1076.86 $8.91K - $10.8K
1K $948K
BRO
Brown & Brown, Inc.

Financial Services
-163
- 7.16%
$100.54 - $124.4 $16.4K - $20.3K
2.12K $263K
KO
Coca Cola CO

Consumer Defensive
-7
- 0.18%
$60.81 - $72.32 $426 - $506
3.87K $276K
XOM
Exxon Mobil Corp

Energy
-226
- 1.92%
$105.44 - $118.93 $23.8K - $26.9K
11.6K $1.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-185
- 0.98%
$74.85 - $84.89 $13.8K - $15.7K
18.7K $1.54M
DFAE
Dimensional ETF Tr

ETFs
-2
- -0.0%
$24.64 - $26.86 $49.3 - $53.7
199K $5.16M
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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