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Home > Institutional Investor > Trinity Legacy Partners Llc > Profile

Instuitional Investor - Trinity Legacy Partners Llc

Fund Profile
Filing Period:
Fund Name: Trinity Legacy Partners Llc
Portfolio Value $317,359,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Insperity Inc.
 NSP 221,580 $25,973,608 8.18%
2.
Schwab Strategic Trust
 FNDF 258,720 $14,591,791 4.59%
3.
First Tr Exch Traded Fd Iii
 715,206 $12,058,372 3.79%
4.
J P Morgan Exchange Traded F
 248,806 $11,715,012 3.69%
5.
Schwab Strategic Trust
 FNDF 154,069 $11,604,506 3.65%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)