0001510848-19-000003.txt : 20190423
0001510848-19-000003.hdr.sgml : 20190423
20190423110800
ACCESSION NUMBER: 0001510848-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190423
DATE AS OF CHANGE: 20190423
EFFECTIVENESS DATE: 20190423
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Trinity Legacy Partners, LLC
CENTRAL INDEX KEY: 0001652529
IRS NUMBER: 453096569
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19453
FILM NUMBER: 19760939
BUSINESS ADDRESS:
STREET 1: 4888 LOOP CENTRAL
STREET 2: SUITE 250
CITY: HOUSTON
STATE: TX
ZIP: 77081
BUSINESS PHONE: (713) 999-8053
MAIL ADDRESS:
STREET 1: 4888 LOOP CENTRAL
STREET 2: SUITE 250
CITY: HOUSTON
STATE: TX
ZIP: 77081
FORMER COMPANY:
FORMER CONFORMED NAME: Trinity Legacy Partners LLC
DATE OF NAME CHANGE: 20150904
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001652529
XXXXXXXX
03-31-2019
03-31-2019
Trinity Legacy Partners, LLC
4888 LOOP CENTRAL
SUITE 250
HOUSTON
TX
77081
13F HOLDINGS REPORT
028-19453
N
John P. Wilkinson III
President, Chief Compliance Officer, Chief Executive Officer
713-999-8053
John P. Wilkinson III
Houston
TX
04-23-2019
0
63
152175
false
INFORMATION TABLE
2
Trinity_3_31_2019.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
306
1085
SH
SOLE
0
0
1085
AMAZON COM INC
COM
023135106
3282
1843
SH
SOLE
0
0
1843
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
503
2504
SH
SOLE
0
0
2504
IRON MTN INC NEW
COM
46284V101
576
16237
SH
SOLE
0
0
16237
BP PLC
SPONSORED ADR
055622104
2610
59695
SH
SOLE
0
0
59695
ALTRIA GROUP INC
COM
02209S103
570
9928
SH
SOLE
0
0
9928
DISNEY WALT CO
COM DISNEY
254687106
2083
18758
SH
SOLE
0
0
18758
EXELON CORP
COM
30161N101
207
4130
SH
SOLE
0
0
4130
CHEVRON CORP NEW
COM
166764100
4497
36508
SH
SOLE
0
0
36508
MICROSOFT CORP
COM
594918104
4480
37983
SH
SOLE
0
0
37983
AT&T INC
COM
00206R102
2423
77275
SH
SOLE
0
0
77275
CISCO SYS INC
COM
17275R102
3241
60030
SH
SOLE
0
0
60030
INTERNATIONAL BUSINESS MACHS
COM
459200101
1909
13531
SH
SOLE
0
0
13531
LOCKHEED MARTIN CORP
COM
539830109
413
1376
SH
SOLE
0
0
1376
BANK AMER CORP
COM
060505104
208
7541
SH
SOLE
0
0
7541
EXXON MOBIL CORP
COM
30231G102
3503
43356
SH
SOLE
0
0
43356
WALMART INC
COM
931142103
2955
30303
SH
SOLE
0
0
30303
TEXAS INSTRS INC
COM
882508104
220
2076
SH
SOLE
0
0
2076
COMMERCE BANCSHARES INC
COM
200525103
325
5599
SH
SOLE
0
0
5599
CULLEN FROST BANKERS INC
COM
229899109
2830
29150
SH
SOLE
0
0
29150
KOHLS CORP
COM
500255104
2957
43001
SH
SOLE
0
0
43001
PROCTER AND GAMBLE CO
COM
742718109
2227
21401
SH
SOLE
0
0
21401
HOME DEPOT INC
COM
437076102
3493
18202
SH
SOLE
0
0
18202
JPMORGAN CHASE & CO
COM
46625H100
3120
30821
SH
SOLE
0
0
30821
CORNING INC
COM
219350105
1247
37682
SH
SOLE
0
0
37682
FORD MTR CO DEL
COM
345370860
291
33200
SH
SOLE
0
0
33200
UNITEDHEALTH GROUP INC
COM
91324P102
2462
9956
SH
SOLE
0
0
9956
WASTE MGMT INC DEL
COM
94106L109
3729
35891
SH
SOLE
0
0
35891
CONSTELLATION BRANDS INC
CL A
21036P108
323
1843
SH
SOLE
0
0
1843
APPLE INC
COM
037833100
2140
11266
SH
SOLE
0
0
11266
OMEGA HEALTHCARE INVS INC
COM
681936100
3525
92386
SH
SOLE
0
0
92386
CATERPILLAR INC DEL
COM
149123101
3226
23807
SH
SOLE
0
0
23807
SOUTHERN CO
COM
842587107
217
4195
SH
SOLE
0
0
4195
NORTHROP GRUMMAN CORP
COM
666807102
287
1066
SH
SOLE
0
0
1066
ANNALY CAP MGMT INC
COM
035710409
521
52196
SH
SOLE
0
0
52196
VALERO ENERGY CORP NEW
COM
91913Y100
2990
35249
SH
SOLE
0
0
35249
ISHARES TR
SELECT DIVID ETF
464287168
512
5212
SH
SOLE
0
0
5212
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
632
4997
SH
SOLE
0
0
4997
CUMMINS INC
COM
231021106
2258
14300
SH
SOLE
0
0
14300
VANGUARD WORLD FDS
ENERGY ETF
92204A306
240
2681
SH
SOLE
0
0
2681
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
6583
38168
SH
SOLE
0
0
38168
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
431
4959
SH
SOLE
0
0
4959
PIONEER ENERGY SVCS CORP
COM
723664108
27
15220
SH
SOLE
0
0
15220
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
337
5386
SH
SOLE
0
0
5386
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
231
3579
SH
SOLE
0
0
3579
MANNKIND CORP
COM NEW
56400P706
29
14554
SH
SOLE
0
0
14554
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
221
1577
SH
SOLE
0
0
1577
PROSPECT CAPITAL CORPORATION
COM
74348T102
83
12708
SH
SOLE
0
0
12708
LULULEMON ATHLETICA INC
COM
550021109
281
1716
SH
SOLE
0
0
1716
VISA INC
COM CL A
92826C839
2992
19155
SH
SOLE
0
0
19155
INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
31459
2169613
SH
SOLE
0
0
2169613
BGC PARTNERS INC
CL A
05541T101
58
10988
SH
SOLE
0
0
10988
FS KKR CAPITAL CORP
COM
302635107
86
14211
SH
SOLE
0
0
14211
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
8594
127117
SH
SOLE
0
0
127117
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1327
18982
SH
SOLE
0
0
18982
MAIN STREET CAPITAL CORP
COM
56035L104
8008
215265
SH
SOLE
0
0
215265
TORTOISE MIDSTRM ENERGY FD I
COM
89148B101
156
11130
SH
SOLE
0
0
11130
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
12415
224137
SH
SOLE
0
0
224137
DUNKIN BRANDS GROUP INC
COM
265504100
2094
27880
SH
SOLE
0
0
27880
VANECK VECTORS ETF TR
PFD SECS EX FINL
92189F429
479
24697
SH
SOLE
0
0
24697
CANOPY GROWTH CORP
COM
138035100
395
9105
SH
SOLE
0
0
9105
PAYPAL HLDGS INC
COM
70450Y103
230
2215
SH
SOLE
0
0
2215
DOWDUPONT INC
COM
26078J100
2121
39789
SH
SOLE
0
0
39789