All Stocks Held By Trinity Legacy Partners LLC

As of 03/31/2024, we find all stocks held by Trinity Legacy Partners LLC to be as follows, presented in the table below with each row detailing each Trinity Legacy Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Trinity Legacy Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Trinity Legacy Partners LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
INSPERITY INC	221,580	UNCH	$24,287
NSP	221,580	UNCH	$24,287
FIRST TR EXCH TRADED FD III (FPE)	950,065	+234,859	$16,455
FPE	950,065	+234,859	$16,455
J P MORGAN EXCHANGE TRADED F (JEPI)	237,884	+52,774	$13,764
JEPI	237,884	+52,774	$13,764
J P MORGAN EXCHANGE TRADED F (JCPB)	281,070	+32,264	$13,111
JCPB	281,070	+32,264	$13,111
SCHWAB STRATEGIC TR	185,096	-73,624	$11,487
SCHX	185,096	-73,624	$11,487
SCHWAB STRATEGIC TR	134,760	-19,309	$10,974
SCHM	134,760	-19,309	$10,974
NVIDIA CORPORATION	9,729	-5,907	$8,790
NVDA	9,729	-5,907	$8,790
VANGUARD WORLD FD (VIS)	35,517	+19,559	$8,671
VIS	35,517	+19,559	$8,671
MAIN STR CAP CORP	179,190	-12,161	$8,477
MAIN	179,190	-12,161	$8,477
ISHARES TR (IGSB)	151,220	+39,049	$7,755
IGSB	151,220	+39,049	$7,755
APPLE INC	44,263	-3,933	$7,590
AAPL	44,263	-3,933	$7,590
MICROSOFT CORP	17,293	-6,225	$7,276
MSFT	17,293	-6,225	$7,276
GLOBAL X FDS	355,788	+95,376	$7,173
PFFD	355,788	+95,376	$7,173
INVESCO EXCHANGE TRADED FD T (PRF)	182,302	+100,211	$7,013
PRF	182,302	+100,211	$7,013
CATERPILLAR INC	17,428	-906	$6,386
CAT	17,428	-906	$6,386
AMAZON COM INC	32,902	-2,322	$5,935
AMZN	32,902	-2,322	$5,935
WASTE MGMT INC DEL	27,387	-2,818	$5,837
WM	27,387	-2,818	$5,837
ALPHABET INC	37,554	+1,419	$5,718
GOOG	37,554	+1,419	$5,718
BERKSHIRE HATHAWAY INC DEL			$5,651
BRK.B	13,439	-327	$5,651
PROCTER AND GAMBLE CO	32,810	-1,748	$5,323
PG	32,810	-1,748	$5,323
HOME DEPOT INC	13,628	-561	$5,228
HD	13,628	-561	$5,228
UNITEDHEALTH GROUP INC	10,110	+111	$5,002
UNH	10,110	+111	$5,002
COSTCO WHSL CORP NEW	6,743	-1,350	$4,940
COST	6,743	-1,350	$4,940
AMERICAN EXPRESS CO	21,680	-2,496	$4,936
AXP	21,680	-2,496	$4,936
VISA INC	17,446	-3,000	$4,869
V	17,446	-3,000	$4,869
JPMORGAN CHASE & CO	24,101	+723	$4,827
JPM	24,101	+723	$4,827
VANGUARD WORLD FD (VHT)	17,815	+4,412	$4,819
VHT	17,815	+4,412	$4,819
CHEVRON CORP NEW	30,504	+1,144	$4,812
CVX	30,504	+1,144	$4,812
SERVICENOW INC	6,246	-695	$4,762
NOW	6,246	-695	$4,762
JOHNSON & JOHNSON	29,917	+2,718	$4,733
JNJ	29,917	+2,718	$4,733
IRON MTN INC DEL	54,537	-5,867	$4,374
IRM	54,537	-5,867	$4,374
AMGEN INC	15,056	+2,289	$4,281
AMGN	15,056	+2,289	$4,281
MEDTRONIC PLC	48,064	+48,064	$4,189
MDT	48,064	+48,064	$4,189
SOUTHERN CO	55,153	+7,906	$3,957
SO	55,153	+7,906	$3,957
PEPSICO INC	22,117	+8,144	$3,871
PEP	22,117	+8,144	$3,871
GLOBAL X FDS	74,689	-1,366	$3,659
MLPX	74,689	-1,366	$3,659
CISCO SYS INC	73,271	+34,403	$3,657
CSCO	73,271	+34,403	$3,657
VANGUARD WORLD FD (VGT)	6,974	+3,035	$3,657
VGT	6,974	+3,035	$3,657
PALO ALTO NETWORKS INC	12,850	+3,809	$3,651
PANW	12,850	+3,809	$3,651
LYONDELLBASELL INDUSTRIES N	35,646	+7,014	$3,646
LYB	35,646	+7,014	$3,646
TJX COS INC NEW	35,201	+4,435	$3,570
TJX	35,201	+4,435	$3,570
SEMPRA	46,467	+11,329	$3,338
SRE	46,467	+11,329	$3,338
CANADIAN NAT RES LTD	43,493	-4,878	$3,319
CNQ	43,493	-4,878	$3,319
DIGITAL RLTY TR INC	22,803	-3,430	$3,284
DLR	22,803	-3,430	$3,284
VANGUARD WORLD FD (VCR)	10,090	+2,217	$3,206
VCR	10,090	+2,217	$3,206
NORTHROP GRUMMAN CORP	6,624	+1,149	$3,171
NOC	6,624	+1,149	$3,171
INTERNATIONAL PAPER CO	69,018	+7,474	$2,693
IP	69,018	+7,474	$2,693
RELIANCE INC	7,839	-1,443	$2,620
RS	7,839	-1,443	$2,620
VANGUARD WORLD FD (VFH)	24,584	+20,004	$2,517
VFH	24,584	+20,004	$2,517
FIRST TR EXCHANGE TRADED FD (FTSL)	49,917	-2,400	$2,307
FTSL	49,917	-2,400	$2,307
VANGUARD WORLD FD (VOX)	17,577	+3,562	$2,307
VOX	17,577	+3,562	$2,307
FIRST TR EXCHNG TRADED FD VI (MMSC)	117,869	+44,261	$2,303
MMSC	117,869	+44,261	$2,303
DOUBLELINE INCOME SOLUTIONS	166,562	+670	$2,115
DSL	166,562	+670	$2,115
VERIZON COMMUNICATIONS INC	42,715	-3,673	$1,792
VZ	42,715	-3,673	$1,792
VANGUARD WORLD FD (VDC)	7,451	+2,337	$1,521
VDC	7,451	+2,337	$1,521
VANGUARD WORLD FD (VDE)	11,545	+4,682	$1,521
VDE	11,545	+4,682	$1,521
VANGUARD WORLD FD (EDV)	18,792	+6,663	$1,439
EDV	18,792	+6,663	$1,439
VANGUARD WORLD FD (VAW)	6,671	+735	$1,364
VAW	6,671	+735	$1,364
VANGUARD WORLD FD (VPU)	8,888	+3,221	$1,267
VPU	8,888	+3,221	$1,267
VANGUARD WHITEHALL FDS (VYM)	10,153	-10,731	$1,228
VYM	10,153	-10,731	$1,228
VANGUARD INDEX FDS (VNQ)	14,185	+1,492	$1,227
VNQ	14,185	+1,492	$1,227
SPDR S&P 500 ETF TR (SPY)	2,214	-1,412	$1,158
SPY	2,214	-1,412	$1,158
ENTERPRISE PRODS PARTNERS L	38,870	-10,103	$1,134
EPD	38,870	-10,103	$1,134
EXXON MOBIL CORP	9,617	-136	$1,118
XOM	9,617	-136	$1,118
CONFLUENT INC	34,500	UNCH	$1,053
CFLT	34,500	UNCH	$1,053
GOLDMAN SACHS GROUP INC	2,484	-905	$1,038
GS	2,484	-905	$1,038
VALERO ENERGY CORP	4,761	-1,170	$813
VLO	4,761	-1,170	$813
WOODWARD INC	4,800	UNCH	$740
WWD	4,800	UNCH	$740
INTERNATIONAL BUSINESS MACHS	3,015	-388	$576
IBM	3,015	-388	$576
INVESCO QQQ TR	1,291	-146	$573
QQQ	1,291	-146	$573
FIRST TR EXCHANGE TRADED FD (FIW)	5,607	+783	$572
FIW	5,607	+783	$572
APPLIED MATLS INC	2,501	+454	$516
AMAT	2,501	+454	$516
VANGUARD INDEX FDS (VOO)	1,006	-765	$483
VOO	1,006	-765	$483
ADVANCED MICRO DEVICES INC	2,318	-14	$418
AMD	2,318	-14	$418
KINDER MORGAN INC DEL	20,786	-2,817	$381
KMI	20,786	-2,817	$381
TEXAS INSTRS INC	2,155	+127	$375
TXN	2,155	+127	$375
BUNGE GLOBAL SA	3,516	-32,860	$360
BG	3,516	-32,860	$360
ALPHABET INC	2,348	-312	$354
GOOGL	2,348	-312	$354
PNC FINL SVCS GROUP INC	2,186	-1,301	$353
PNC	2,186	-1,301	$353
SCHLUMBERGER LTD	6,000	UNCH	$329
SLB	6,000	UNCH	$329
MOLSON COORS BEVERAGE CO	4,817	-3,949	$324
TAP	4,817	-3,949	$324
INTUITIVE SURGICAL INC	778	-277	$310
ISRG	778	-277	$310
SPDR SER TR (BILS)	2,929	-41,663	$291
BILS	2,929	-41,663	$291
GENERAL DYNAMICS CORP	1,012	-2	$286
GD	1,012	-2	$286
BOEING CO	1,466	-50	$283
BA	1,466	-50	$283
VERTEX PHARMACEUTICALS INC	658	-2	$275
VRTX	658	-2	$275
CONOCOPHILLIPS	2,128	-5	$271
COP	2,128	-5	$271
CHENIERE ENERGY INC	1,680	UNCH	$271
LNG	1,680	UNCH	$271
374WATER INC	214,861	UNCH	$271
SCWO	214,861	UNCH	$271
DEERE & CO	650	UNCH	$267
DE	650	UNCH	$267
PROLOGIS INC.	2,017	-2	$263
PLD	2,017	-2	$263
UNION PAC CORP	1,068	-29	$263
UNP	1,068	-29	$263
ILLINOIS TOOL WKS INC	950	-3	$255
ITW	950	-3	$255
ACCENTURE PLC IRELAND	718	-5	$249
ACN	718	-5	$249
INVESCO EXCH TRADED FD TR II (PGX)	20,846	-710,732	$248
PGX	20,846	-710,732	$248
ADOBE INC	486	-1	$245
ADBE	486	-1	$245
SHELL PLC	3,450	-400	$231
SHEL	3,450	-400	$231
ABBVIE INC	1,224	-935	$223
ABBV	1,224	-935	$223
DIREXION SHS ETF TR (SPXL)	1,592	+1,592	$213
SPXL	1,592	+1,592	$213
DOW INC	3,550	-917	$206
DOW	3,550	-917	$206
FORD MTR CO DEL	10,631	-3,161	$141
F	10,631	-3,161	$141
TMC THE METALS COMPANY INC	15,000	+0	$21
TMC	15,000	UNCH	$21
CROWN CASTLE INC			$0 (exited)
CCI	0	-1,800	$0
FIDELITY COVINGTON TRUST			$0 (exited)
FELV	0	-34,814	$0
GENERAL MLS INC			$0 (exited)
GIS	0	-3,420	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VGLT	0	-10,005	$0
WALMART INC	0	-1,336	$0 (exited)
WMT	0	-1,336	$0

See Summary: Trinity Legacy Partners LLC Top Holdings
See Details: Top 10 Stocks Held By Trinity Legacy Partners LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MDT	+48,064	+$4,189
SPXL	+1,592	+$213

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FELV	-34,814	-$935
VGLT	-10,005	-$616
GIS	-3,420	-$223
WMT	-1,336	-$211
CCI	-1,800	-$207

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
FPE	+234,859	+$4,397
PRF	+100,211	+$4,123
PFFD	+95,376	+$2,121
JEPI	+52,774	+$3,587
MMSC	+44,261	+$1,049
IGSB	+39,049	+$2,003
CSCO	+34,403	+$1,693
JCPB	+32,264	+$1,396
VFH	+20,004	+$2,094
VIS	+19,559	+$5,153

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PGX	-710,732	-$8,143
SCHX	-73,624	-$3,105
BILS	-41,663	-$4,129
BG	-32,860	-$3,312
SCHM	-19,309	-$631
MAIN	-12,161	+$205
VYM	-10,731	-$1,103
EPD	-10,103	-$156
MSFT	-6,225	-$1,568

Trinity Legacy Partners LLC Info

Size ($ in 1000's)
At 03/31/2024: $341,403
At 12/31/2023: $317,363

Trinity Legacy Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Trinity Legacy Partners LLC 13F filings. Link to 13F filings: SEC filings

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