TL

Trinity Legacy Partners, LLC

13F
Trinity Legacy Partners, LLC
Last update 2025-05-15 94 Stocks (6 new)
Value $395.00 Mil Turnover 14 %
Countries:
Top Holdings: JCPB(3.95%)JEPI(3.57%)SCHX(3.54%)NSP(3.48%)SCHM(3.26%)
Summary Stock Picks Current Portfolio
Trinity Legacy Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JCPB
JPMorgan Core Plus Bond ETF
338,306
15,612.8
+23.95%
3.950
+0.76%
0.250
+0.22%
+3.84%
6,799.8
 
JEPI
JPMorgan Equity Premium Income ETF
251,590
14,096.6
+4.07%
3.570
+0.14%
0.040
+5.84%
+3.44%
41,030.5
 
SCHX
Schwab U.S. Large-Cap ETF
602,490
13,995.8
+1.70%
3.540
+0.06%
0.030
+17.13%
+7.49%
56,642.8
 
NSP
Insperity Inc
198,398
13,753.0
0%
3.480
0%
0.530
-29.46%
-19.53%
2,308.8
Business Services
SCHM
Schwab U.S. Mid-Cap ETF
467,830
12,874.7
+4.27%
3.260
+0.13%
0.110
+15.53%
+4.29%
11,827.1
 
NVDA
NVIDIA Corp
95,364
12,390.7
+2.63%
3.140
+0.08%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
VIS
Vanguard Industrials ETF
39,660
10,631.6
-4.34%
2.690
-0.12%
0.200
+20.04%
+12.45%
5,083.2
 
MAIN
Main Street Capital Corp
186,142
10,046.1
-9.29%
2.540
-0.29%
0.210
+11.42%
+8.31%
5,442.4
Asset Management
FPE
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
541,777
9,513.6
+4.45%
2.410
+0.10%
0.170
+3.85%
+3.92%
5,963.3
 
JNJ
Johnson & Johnson
62,879
9,333.8
+99.63%
2.360
+1.18%
0.000
-1.55%
+9.67%
375,371.5
Drug Manufacturers

Trinity Legacy Partners, LLC's Historical Top Holdings Breakdowns

Trinity Legacy Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-03-31
Sold Out
Sold Out
-1.33%
●
461.52 ($511.2) 548.18
$308.55
-39.64%
Sold Out
0
-10,207
CAT
Caterpillar Inc
2025-03-31
Reduce
Reduce
-1.31%
●
326.75 ($356.21) 407.63
$397.86
11.69%
Reduce -77.95%
3,968
-14,031
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+1.18%
●
142.06 ($156.47) 167.7
$156.01
-0.29%
Add 99.63%
62,879
31,382
SRE
Sempra
2025-03-31
Reduce
Reduce
-1.16%
●
67.85 ($77.91) 87.67
$75.12
-3.58%
Reduce -94.41%
3,046
-51,442
PGX
Invesco Preferred ETF
2025-03-31
Reduce
Reduce
-1.11%
●
11.22 ($11.57) 11.8
$11.27
-2.59%
Reduce -94.51%
21,606
-371,947
EXC
Exelon Corp
2025-03-31
New Buy
New Buy
+1.10%
●
37.3 ($41.8) 46.08
$43.13
3.18%
New holding
101,251
101,251
DE
Deere & Co
2025-03-31
New Buy
New Buy
+1.05%
●
408.57 ($467.8) 509.27
$520.97
11.37%
New holding
8,344
8,344
EXPD
Expeditors International of Washington Inc
Expeditors International of Washington Inc
2025-03-31
New Buy
New Buy
+0.99%
●
109.09 ($115.1) 126.48
$118.38
2.85%
New holding
33,921
33,921
TXN
Texas Instruments Inc
2025-03-31
Add
Add
+0.99%
●
173.6 ($187.2) 203.96
$216.02
15.40%
Add 764.17%
23,419
20,709
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.89%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Reduce -68.71%
2,698
-5,924

Trinity Legacy Partners, LLC Total Holding History ($B)

To

Trinity Legacy Partners, LLC's Asset Allocation

To

Trinity Legacy Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Trinity Legacy Partners, LLC's Hypothetical Growth since 2025-03-31

Trinity Legacy Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Trinity Legacy Partners, LLC's Holdings Heat Map

Size field:

Trinity Legacy Partners, LLC's Holdings Bubble Chart

Trinity Legacy Partners, LLC News

  • 1

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