Trinity Legacy Partners, LLC Portfolio Holdings
Trinity Legacy Partners, LLC
- $351 Million
- Q2 2024
Trinity Legacy Partners, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $351 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Insperity, Inc. with a value of $20.4M, First Tr Pfd Secs & Income ETF with a value of $16.9M, J P Morgan Exchange Traded Fd with a value of $13.2M, Schwab Strategic Tr Us Large C with a value of $12M, and Nvidia Corp with a value of $11.8M.
Examining the 13F form we can see an increase of $10.3M in the current position value, from $341M to 351M.
Below you can find more details about Trinity Legacy Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$351 Million
ETFs: $138 Million
Technology: $45.6 Million
Industrials: $37.4 Million
Financial Services: $33.5 Million
Healthcare: $19.6 Million
Consumer Cyclical: $18.3 Million
Consumer Defensive: $15 Million
Energy: $12.8 Million
Other: $31.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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