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Home > Institutional Investor > Trinity Wealth Management, Llc > 13F Holdings

Instuitional Investor - Trinity Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 1,257,417 $32,089,292 10.18%
2.
Ishares Trust
 HYG 89,744 $30,766,959 9.76%
3.
Invesco Qqq Tr
 32,722 $24,096,554 7.65%
4.
Ishares Trust
 HYG 82,694 $18,145,522 5.76%
5.
Ishares Trust
 HYG 99,753 $17,783,971 5.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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