The Analysis of Trinity Legacy Partners, LLC's Holdings

Currently, Trinity Legacy Partners, LLC holds 97 types of securities in its portfolio with a total value $435.9M. In the most recent quarter, they have increased their positions in PGX (+699.8K shares, valued at $7.9M), MMSC (+267.7K shares, valued at $6.4M), FCX (+87.5K shares, valued at $4.4M); decreased their positions in BLV (-135.3K shares, valued at $9.4M), PFFD (-416.5K shares, valued at $7.9M), JEPI (-25.9K shares, valued at $1.5M); initiated new positions in FCX (+87.5K shares, valued at $4.4M), N/A (+23.2K shares, valued at $47.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F365.3K shares4.68%2025-12-312026-01-26

SCHX SCHWAB STRATEGIC TR608.4K shares0.41%2025-12-312026-01-26

NVDA NVIDIA CORPORATION83.1K shares-1.28%2025-12-312026-01-26

SCHM SCHWAB STRATEGIC TR484.5K shares1.48%2025-12-312026-01-26

JEPI J P MORGAN EXCHANGE TRADED F235.4K shares-9.90%2025-12-312026-01-26

VIS VANGUARD WORLD FD40.5K shares1.33%2025-12-312026-01-26

AAPL APPLE INC44.2K shares0.48%2025-12-312026-01-26

MAIN MAIN STR CAP CORP191.5K shares0.26%2025-12-312026-01-26

Sponsored

ALPHABET INC ALPHABET INC36.3K shares-2.42%2025-12-312026-01-26

MMSC FIRST TR EXCHNG TRADED FD VI459.1K shares139.90%2025-12-312026-01-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T219.4K shares1.09%2025-12-312026-01-26

FPE FIRST TR EXCH TRADED FD III563.7K shares-1.06%2025-12-312026-01-26

BSJU INVESCO EXCH TRD SLF IDX FD352.1K shares2.25%2025-12-312026-01-26

MSFT MICROSOFT CORP18.7K shares0.59%2025-12-312026-01-26

PGX INVESCO EXCH TRADED FD TR II717.9K shares3866.06%2025-12-312026-01-26

JNJ JOHNSON & JOHNSON36.6K shares-0.51%2025-12-312026-01-26

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.8K shares1.65%2025-12-312026-01-26

WM WASTE MGMT INC DEL32.9K shares1.66%2025-12-312026-01-26

JPM JPMORGAN CHASE & CO.21.8K shares0.73%2025-12-312026-01-26

NSP INSPERITY INC179.1K shares-7.25%2025-12-312026-01-26

AMZN AMAZON COM INC28.3K shares1.46%2025-12-312026-01-26

VGT VANGUARD WORLD FD8.5K shares0.84%2025-12-312026-01-26

TJX TJX COS INC NEW40.8K shares0.13%2025-12-312026-01-26

AXP AMERICAN EXPRESS CO16.3K shares0.12%2025-12-312026-01-26

Sponsored

XOM EXXON MOBIL CORP49.9K shares1.44%2025-12-312026-01-26

MEDTRONIC PLC MEDTRONIC PLC62.3K shares1.12%2025-12-312026-01-26

CVX CHEVRON CORP NEW39.0K shares0.67%2025-12-312026-01-26

COST COSTCO WHSL CORP NEW6.9K shares1.66%2025-12-312026-01-26

AMGN AMGEN INC17.3K shares1.60%2025-12-312026-01-26

V VISA INC16.1K shares0.90%2025-12-312026-01-26

VHT VANGUARD WORLD FD19.5K shares1.32%2025-12-312026-01-26

NOW SERVICENOW INC35.7K shares410.65%2025-12-312026-01-26

Sponsored

SO SOUTHERN CO62.6K shares2.14%2025-12-312026-01-26

KO COCA COLA CO77.9K shares3.49%2025-12-312026-01-26

CTSH COGNIZANT TECHNOLOGY SOLUTIO65.6K shares2.00%2025-12-312026-01-26

PG PROCTER AND GAMBLE CO36.9K shares1.62%2025-12-312026-01-26

EXPD EXPEDITORS INTL WASH INC35.2K shares0.08%2025-12-312026-01-26

GS GOLDMAN SACHS GROUP INC5.8K shares-0.03%2025-12-312026-01-26

PANW PALO ALTO NETWORKS INC27.8K shares1.55%2025-12-312026-01-26

JEPQ J P MORGAN EXCHANGE TRADED F87.9K shares-13.68%2025-12-312026-01-26

Sponsored

IGSB ISHARES TR95.7K shares2.95%2025-12-312026-01-26

EXC EXELON CORP108.8K shares1.74%2025-12-312026-01-26

MLPX GLOBAL X FDS76.5K shares1.22%2025-12-312026-01-26

FCX FREEPORT-MCMORAN INC87.5K sharesnew addition2025-12-312026-01-26

VZ VERIZON COMMUNICATIONS INC104.2K shares1.98%2025-12-312026-01-26

DE DEERE & CO8.8K shares1.07%2025-12-312026-01-26

HD HOME DEPOT INC11.9K shares1.07%2025-12-312026-01-26

VLO VALERO ENERGY CORP24.9K shares-0.17%2025-12-312026-01-26

Sponsored

QCOM QUALCOMM INC22.5K shares10.38%2025-12-312026-01-26

VOX VANGUARD WORLD FD19.7K shares1.36%2025-12-312026-01-26

LLY ELI LILLY & CO3.3K shares1.46%2025-12-312026-01-26

IRM IRON MTN INC DEL39.5K shares2.11%2025-12-312026-01-26

DLR DIGITAL RLTY TR INC21.1K shares2.31%2025-12-312026-01-26

VFH VANGUARD WORLD FD23.8K shares1.09%2025-12-312026-01-26

DSL DOUBLELINE INCOME SOLUTIONS273.5K shares-8.59%2025-12-312026-01-26

FTSL FIRST TR EXCHANGE-TRADED FD64.9K shares-6.78%2025-12-312026-01-26

Sponsored

ISRG INTUITIVE SURGICAL INC5.3K shares1.37%2025-12-312026-01-26

EPD ENTERPRISE PRODS PARTNERS L90.1K shares0.00%2025-12-312026-01-26

URA GLOBAL X FDS65.4K shares6.96%2025-12-312026-01-26

MCD MCDONALDS CORP8.6K shares2.97%2025-12-312026-01-26

VCR VANGUARD WORLD FD6.5K shares0.68%2025-12-312026-01-26

ABT ABBOTT LABS18.9K shares3.73%2025-12-312026-01-26

VDE VANGUARD WORLD FD18.2K shares1.65%2025-12-312026-01-26

CAT CATERPILLAR INC3.9K shares-0.68%2025-12-312026-01-26

Sponsored

VDC VANGUARD WORLD FD10.5K shares2.26%2025-12-312026-01-26

VYM VANGUARD WHITEHALL FDS11.9K shares1.22%2025-12-312026-01-26

SPY SPDR S&P 500 ETF TR2.5K shares-2.85%2025-12-312026-01-26

WWD WOODWARD INC4.8K shares0.00%2025-12-312026-01-26

VPU VANGUARD WORLD FD7.7K shares1.46%2025-12-312026-01-26

VNQ VANGUARD INDEX FDS10.1K shares1.96%2025-12-312026-01-26

ALPHABET INC ALPHABET INC2.8K shares-0.46%2025-12-312026-01-26

TECL DIREXION SHS ETF TR6.9K shares0.00%2025-12-312026-01-26

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD7.1K shares1.12%2025-12-312026-01-26

INVESCO QQQ TR INVESCO QQQ TR1.2K shares0.41%2025-12-312026-01-26

CNQ CANADIAN NAT RES LTD18.1K shares-0.04%2025-12-312026-01-26

PFFD GLOBAL X FDS32.2K shares-92.83%2025-12-312026-01-26

VAW VANGUARD WORLD FD2.8K shares1.21%2025-12-312026-01-26

KMI KINDER MORGAN INC DEL20.7K shares0.47%2025-12-312026-01-26

PEP PEPSICO INC3.9K shares0.00%2025-12-312026-01-26

VANGUARD INDEX FDS VANGUARD INDEX FDS865 shares0.23%2025-12-312026-01-26

Sponsored

LMT LOCKHEED MARTIN CORP860 shares0.94%2025-12-312026-01-26

AMAT APPLIED MATLS INC1.5K shares-0.53%2025-12-312026-01-26

PNC PNC FINL SVCS GROUP INC1.8K shares0.00%2025-12-312026-01-26

SPXL DIREXION SHS ETF TR1.7K shares54.58%2025-12-312026-01-26

LNG CHENIERE ENERGY INC1.7K shares0.00%2025-12-312026-01-26

AMD ADVANCED MICRO DEVICES INC1.4K shares-0.29%2025-12-312026-01-26

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP832 shares-2.23%2025-12-312026-01-26

CEG CONSTELLATION ENERGY CORP771 shares0.00%2025-12-312026-01-26

Sponsored

SCHD SCHWAB STRATEGIC TR9.7K shares1.05%2025-12-312026-01-26

SRE SEMPRA3.0K shares-1.25%2025-12-312026-01-26

SHEL SHELL PLC3.4K shares-0.23%2025-12-312026-01-26

ETR ENTERGY CORP NEW2.7K shares-0.89%2025-12-312026-01-26

PM PHILIP MORRIS INTL INC1.5K shares0.00%2025-12-312026-01-26

BLV VANGUARD BD INDEX FDS3.4K shares-97.58%2025-12-312026-01-26

VRTX VERTEX PHARMACEUTICALS INC480 shares0.00%2025-12-312026-01-26

IBM INTERNATIONAL BUSINESS MACHS720 shares0.00%2025-12-312026-01-26

Sponsored

374WATER INC 374WATER INC23.2K sharesnew addition2025-12-312026-01-26

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available