Trinity Legacy Partners, LLC Incresed Positions in Q2 2024

Trinity Legacy Partners, LLC

  • $351 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
86.1K
+ 884.54%
$118.11 - $1224.4 $10.2M - $105M
95.8K $11.8M
AAPL
Apple Inc.

Technology
1.12K
+ 2.53%
$165.0 - $216.67 $185K - $242K
45.4K $9.56M
PANW
Palo Alto Networks Inc

Technology
372
+ 2.89%
$265.2 - $340.82 $98.7K - $127K
13.2K $4.48M
MAIN
Main Street Capital Corp

Financial Services
4.4K
+ 2.45%
$46.68 - $50.88 $205K - $224K
184K $9.27M
TJX
Tjx Companies Inc

Consumer Cyclical
2.88K
+ 8.18%
$92.66 - $111.05 $267K - $320K
38.1K $4.19M
IRM
Iron Mountain Inc

Real Estate
333
+ 0.61%
$74.42 - $89.62 $24.8K - $29.8K
54.9K $4.92M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.9K
+ 1.02%
$58.7 - $64.78 $111K - $123K
187K $12M
MSFT
Microsoft Corp

Technology
102
+ 0.59%
$389.33 - $452.85 $39.7K - $46.2K
17.4K $7.77M
AMGN
Amgen Inc

Healthcare
87
+ 0.58%
$262.75 - $319.31 $22.9K - $27.8K
15.1K $4.73M
FPE
First Tr Pfd Secs & Income ETF

ETFs
22.1K
+ 2.32%
$16.96 - $17.44 $374K - $385K
972K $16.9M
SO
Southern CO

Utilities
434
+ 0.79%
$67.77 - $80.71 $29.4K - $35K
55.6K $4.31M
XOM
Exxon Mobil Corp

Energy
3K
+ 31.19%
$108.36 - $122.2 $325K - $367K
12.6K $1.45M
NOW
Service Now, Inc.

Technology
187
+ 2.99%
$643.29 - $786.67 $120K - $147K
6.43K $5.06M
JPM
Jpmorgan Chase & CO

Financial Services
1.22K
+ 5.07%
$180.08 - $204.79 $220K - $250K
25.3K $5.12M
KMI
Kinder Morgan, Inc.

Energy
12.4K
+ 59.54%
$17.69 - $20.11 $219K - $249K
33.2K $658K
UNH
Unitedhealth Group Inc

Healthcare
163
+ 1.61%
$439.2 - $524.63 $71.6K - $85.5K
10.3K $5.23M
DLR
Digital Realty Trust, Inc.

Real Estate
286
+ 1.25%
$135.75 - $152.05 $38.8K - $43.5K
23.1K $3.51M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.23K
+ 1.65%
$46.86 - $51.05 $57.7K - $62.8K
75.9K $3.88M
QQQ
Invesco Qqq Trust, Series 1

ETFs
321
+ 24.86%
$414.65 - $485.21 $133K - $156K
1.61K $772K
PG
Procter & Gamble CO

Consumer Defensive
409
+ 1.25%
$155.33 - $168.56 $63.5K - $68.9K
33.2K $5.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.09K
+ 2.04%
$50.64 - $51.3 $157K - $159K
154K $7.91M
ISRG
Intuitive Surgical Inc

Healthcare
228
+ 29.31%
$366.34 - $445.11 $83.5K - $101K
1.01K $447K
AXP
American Express CO

Financial Services
159
+ 0.73%
$217.5 - $243.08 $34.6K - $38.6K
21.8K $5.06M
VHT
Vanguard Health Care ETF

ETFs
746
+ 4.19%
$252.83 - $269.37 $189K - $201K
18.6K $4.94M
WM
Waste Management Inc

Industrials
481
+ 1.76%
$200.55 - $213.34 $96.5K - $103K
27.9K $5.95M
VZ
Verizon Communications Inc

Communication Services
3.35K
+ 7.85%
$38.6 - $42.84 $129K - $144K
46.1K $1.9M
EDV
Vanguard Extended Duration Tre

ETFs
2.1K
+ 11.15%
$68.41 - $76.58 $143K - $161K
20.9K $1.53M
DSL
Double Line Income Solutions Fund

Financial Services
8.87K
+ 5.32%
$11.89 - $12.83 $105K - $114K
175K $2.2M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.13%
$150.53 - $185.41 $452 - $556
2.35K $428K
TXN
Texas Instruments Inc

Technology
157
+ 7.29%
$159.68 - $202.54 $25.1K - $31.8K
2.31K $449K
VPU
Vanguard Utilities ETF

ETFs
181
+ 2.04%
$136.04 - $157.94 $24.6K - $28.6K
9.07K $1.34M
CVX
Chevron Corp

Energy
673
+ 2.21%
$152.57 - $166.33 $103K - $112K
31.2K $4.88M
VDC
Vanguard Consumer Staples ETF

ETFs
359
+ 4.82%
$194.57 - $209.07 $69.9K - $75.1K
7.81K $1.59M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.25K
+ 1.16%
$45.27 - $46.67 $147K - $152K
284K $13.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
710
+ 6.99%
$114.71 - $121.51 $81.4K - $86.3K
10.9K $1.29M
FTSL
First Trust Senior Ln Fund

ETFs
1.63K
+ 3.27%
$45.71 - $46.33 $74.6K - $75.6K
51.5K $2.36M
MMSC
First Tr ETF Viii Multi Manage

ETFs
3.13K
+ 2.66%
$17.91 - $19.73 $56.1K - $61.8K
121K $2.34M
FIW
First Trust Water ETF

ETFs
408
+ 7.28%
$96.61 - $107.24 $39.4K - $43.8K
6.02K $601K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 1.76%
$36.45 - $38.58 $117K - $124K
186K $7.04M
SHEL
Shell PLC

Energy
106
+ 3.07%
$67.92 - $74.17 $7.2K - $7.86K
3.56K $256K
VCR
Vanguard Consumer Discretionar

ETFs
173
+ 1.71%
$292.03 - $315.87 $50.5K - $54.6K
10.3K $3.21M
SCWO
374 Water Inc.

Industrials
8.83K
+ 4.11%
$1.08 - $1.62 $9.54K - $14.3K
224K $268K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
7.85K
+ 2.21%
$19.15 - $20.2 $150K - $159K
364K $7.16M
VIS
Vanguard Industrial ETF

ETFs
1.23K
+ 3.45%
$232.2 - $244.04 $285K - $299K
36.7K $8.64M
VDE
Vanguard Energy ETF

ETFs
139
+ 1.2%
$123.17 - $136.7 $17.1K - $19K
11.7K $1.49M
VFH
Vanguard Financial ETF

ETFs
255
+ 1.04%
$95.9 - $103.0 $24.5K - $26.3K
24.8K $2.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
185
+ 1.38%
$396.73 - $420.24 $73.4K - $77.7K
13.6K $5.54M
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 5.68%
$144.38 - $157.78 $245K - $268K
31.6K $4.62M
MDT
Medtronic PLC

Healthcare
3.65K
+ 7.59%
$78.71 - $87.02 $287K - $317K
51.7K $4.07M
Activity Summary
Buys All Purchases 64 New Holdings 6 Increased Positions 58 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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