Funding firm Trinity Legacy Companions LLC (Present Portfolio) buys Hasbro Inc, Pfizer Inc, PayPal Holdings Inc, Whirlpool Corp, Examine Level Software program Applied sciences, sells Cisco Programs Inc, Gilead Sciences Inc, Fundamental Street Capital Corp, First Belief Low Length Mortgage Alternatives ET, Southern Co in the course of the 3-months ended 2020This fall, in keeping with the latest filings of the funding firm, Trinity Legacy Companions LLC. As of 2020This fall, Trinity Legacy Companions LLC owns 85 stocks with a complete value of $189 million. These are the main points of the buys and sells.
- New Purchases: HAS, WHR, UNH, NEE, CRWD, (BA)C, GOOGL, ADBE, (BA)(BA), VIA,
- Added Positions: PFE, PYPL, CHKP, SCHM, FTSL, VCIT, FIXD, (NVDA), SPSB, VIAC, EPD, CVX, JNJ, V, DVY, FLO, AMZN, PG, WM, GIS, HYLS, HRL, (MSFT), VDE, IBM, VFH, CMI, VIS, VDC, OHI,
- Lowered Positions: NSP, MAIN, SCHX, HD, WMT, SO, COST, CMCSA, VZ, KMI, ABBV, DIS, WWD, VPU, NOC, AAPL, JPM, LMT, AXP, LULU, GE, LUV, BRK.B,
- Bought Out: CSCO, GILD, LMBS, KR, MEOH, FTC, EOG, FTA, XOM, INTC, NKE, FV, AGG, F, DHC,
For the main points of Trinity Legacy Companions LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/trinity+legacy+companions+llc/current-portfolio/portfolio
These are the highest 5 holdings of Trinity Legacy Companions LLC
- Insperity Inc (NSP) – 456,326 shares, 19.63% of the whole portfolio. Shares lowered by 9.09%
- CSIM Schwab U.S. Giant-Cap ETF (SCHX) – 127,061 shares, 6.10% of the whole portfolio. Shares lowered by 4.09%
- Vanguard Well being Care ETF (VHT) – 31,368 shares, 3.71% of the whole portfolio. Shares lowered by 0.99%
- CSIM Schwab U.S. Mid-Cap ETF (SCHM) – 101,215 shares, 3.65% of the whole portfolio. Shares added by 11.28%
- Apple Inc (AAPL) – 47,743 shares, 3.35% of the whole portfolio. Shares lowered by 1.84%
New Buy: Hasbro Inc (HAS)
Trinity Legacy Companions LLC initiated holding in Hasbro Inc. The acquisition costs had been between $82.38 and $96.19, with an estimated common price of $89.1. The stock is now traded at round $95.290000. The affect to a portfolio on account of this buy was 1.44%. The holding had been 29,185 shares as of 2020-12-31.
New Buy: Whirlpool Corp (WHR)
Trinity Legacy Companions LLC initiated holding in Whirlpool Corp. The acquisition costs had been between $180.49 and $203.43, with an estimated common price of $191.84. The stock is now traded at round $201.175000. The affect to a portfolio on account of this buy was 1.25%. The holding had been 13,161 shares as of 2020-12-31.
New Buy: UnitedHealth Group Inc (UNH)
Trinity Legacy Companions LLC initiated holding in UnitedHealth Group Inc. The acquisition costs had been between $303.68 and $356.82, with an estimated common price of $335.59. The stock is now traded at round $350.250000. The affect to a portfolio on account of this buy was 0.19%. The holding had been 1,006 shares as of 2020-12-31.
New Buy: NextEra Vitality Inc (NEE)
Trinity Legacy Companions LLC initiated holding in NextEra Vitality Inc. The acquisition costs had been between $70.29 and $77.75, with an estimated common price of $74.89. The stock is now traded at round $83.665000. The affect to a portfolio on account of this buy was 0.17%. The holding had been 4,274 shares as of 2020-12-31.
New Buy: CrowdStrike Holdings Inc (CRWD)
Trinity Legacy Companions LLC initiated holding in CrowdStrike Holdings Inc. The acquisition costs had been between $123.5 and $224.9, with an estimated common price of $156.98. The stock is now traded at round $226.140000. The affect to a portfolio on account of this buy was 0.15%. The holding had been 1,360 shares as of 2020-12-31.
New Buy: Bank of America Corp ((BA)C)
Trinity Legacy Companions LLC initiated holding in Bank of America Corp. The acquisition costs had been between $23.47 and $30.31, with an estimated common price of $26.93. The stock is now traded at round $32.335000. The affect to a portfolio on account of this buy was 0.14%. The holding had been 8,618 shares as of 2020-12-31.
Trinity Legacy Companions LLC added to a holding in Pfizer Inc by 798.89%. The acquisition costs had been between $33.42 and $42.56, with an estimated common price of $36.69. The stock is now traded at round $36.605000. The affect to a portfolio on account of this buy was 1.43%. The holding had been 82,725 shares as of 2020-12-31.
Added: PayPal Holdings Inc (PYPL)
Trinity Legacy Companions LLC added to a holding in PayPal Holdings Inc by 112.64%. The acquisition costs had been between $179.81 and $243.49, with an estimated common price of $207.95. The stock is now traded at round $247.025000. The affect to a portfolio on account of this buy was 1.32%. The holding had been 20,194 shares as of 2020-12-31.
Added: Examine Level Software program Applied sciences Ltd (CHKP)
Trinity Legacy Companions LLC added to a holding in Examine Level Software program Applied sciences Ltd by 272.55%. The acquisition costs had been between $113.56 and $137.59, with an estimated common price of $122.4. The stock is now traded at round $127.850000. The affect to a portfolio on account of this buy was 0.89%. The holding had been 17,439 shares as of 2020-12-31.
Added: Vanguard Intermediate-Time period Company Bond ETF (VCIT)
Trinity Legacy Companions LLC added to a holding in Vanguard Intermediate-Time period Company Bond ETF by 263.32%. The acquisition costs had been between $95.37 and $97.17, with an estimated common price of $96.37. The stock is now traded at round $96.523200. The affect to a portfolio on account of this buy was 0.3%. The holding had been 7,993 shares as of 2020-12-31.
Added: First Belief TCW Opportunistic Mounted Earnings ETF (FIXD)
Trinity Legacy Companions LLC added to a holding in First Belief TCW Opportunistic Mounted Earnings ETF by 117.51%. The acquisition costs had been between $54.65 and $55.37, with an estimated common price of $55.09. The stock is now traded at round $54.455000. The affect to a portfolio on account of this buy was 0.28%. The holding had been 18,110 shares as of 2020-12-31.
Added: NVIDIA Corp ((NVDA))
Trinity Legacy Companions LLC added to a holding in NVIDIA Corp by 35.93%. The acquisition costs had been between $501.36 and $582.48, with an estimated common price of $535.05. The stock is now traded at round $531.868500. The affect to a portfolio on account of this buy was 0.27%. The holding had been 3,700 shares as of 2020-12-31.
Bought Out: Cisco Programs Inc (CSCO)
Trinity Legacy Companions LLC offered out a holding in Cisco Programs Inc. The sale costs had been between $35.69 and $45.44, with an estimated common price of $41.21.
Bought Out: Gilead Sciences Inc (GILD)
Trinity Legacy Companions LLC offered out a holding in Gilead Sciences Inc. The sale costs had been between $56.65 and $64.55, with an estimated common price of $60.23.
Bought Out: First Belief Low Length Mortgage Alternatives ET (LMBS)
Trinity Legacy Companions LLC offered out a holding in First Belief Low Length Mortgage Alternatives ET. The sale costs had been between $51.39 and $51.73, with an estimated common price of $51.57.
Bought Out: The Kroger Co (KR)
Trinity Legacy Companions LLC offered out a holding in The Kroger Co. The sale costs had been between $30.58 and $34.8, with an estimated common price of $32.37.
Bought Out: Methanex Corp (MEOH)
Trinity Legacy Companions LLC offered out a holding in Methanex Corp. The sale costs had been between $23.72 and $47.18, with an estimated common price of $36.47.
Bought Out: FIRST TR L CAP GRW (FTC)
Trinity Legacy Companions LLC offered out a holding in FIRST TR L CAP GRW. The sale costs had been between $82.57 and $98.61, with an estimated common price of $90.38.
Right here is the entire portfolio of Trinity Legacy Companions LLC. Additionally try:
1. Trinity Legacy Companions LLC’s Undervalued Stocks
2. Trinity Legacy Companions LLC’s High Progress Firms, and
3. Trinity Legacy Companions LLC’s Excessive Yield stocks
4. Stocks that Trinity Legacy Companions LLC retains shopping for
