0001652529-20-000001.txt : 20200110
0001652529-20-000001.hdr.sgml : 20200110
20200110154910
ACCESSION NUMBER: 0001652529-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200110
DATE AS OF CHANGE: 20200110
EFFECTIVENESS DATE: 20200110
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: 20521009
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
12-31-2019
12-31-2019
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
01-10-2020
0
85
213813
false
INFORMATION TABLE
2
trinity_12_31_2019.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
361
1104
SH
SOLE
0
0
1104
AMAZON COM INC
COM
023135106
2863
1506
SH
SOLE
0
0
1506
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
631
2761
SH
SOLE
0
0
2761
HORMEL FOODS CORP
COM
440452100
1074
24147
SH
SOLE
0
0
24147
INTEL CORP
COM
458140100
272
4585
SH
SOLE
0
0
4585
DISNEY WALT CO
COM DISNEY
254687106
3366
23244
SH
SOLE
0
0
23244
JOHNSON & JOHNSON
COM
478160104
2686
18475
SH
SOLE
0
0
18475
PFIZER INC
COM
717081103
743
19098
SH
SOLE
0
0
19098
CHEVRON CORP NEW
COM
166764100
4004
34070
SH
SOLE
0
0
34070
MICROSOFT CORP
COM
594918104
5580
34424
SH
SOLE
0
0
34424
AT&T INC
COM
00206R102
3261
84056
SH
SOLE
0
0
84056
MOLSON COORS BREWING CO
CL B
60871R209
550
10001
SH
SOLE
0
0
10001
CISCO SYS INC
COM
17275R102
784
16573
SH
SOLE
0
0
16573
INTERNATIONAL BUSINESS MACHS
COM
459200101
1310
9581
SH
SOLE
0
0
9581
COCA COLA CO
COM
191216100
267
4833
SH
SOLE
0
0
4833
LOCKHEED MARTIN CORP
COM
539830109
3169
7638
SH
SOLE
0
0
7638
PEPSICO INC
COM
713448108
2606
19334
SH
SOLE
0
0
19334
VERIZON COMMUNICATIONS INC
COM
92343V104
1205
20469
SH
SOLE
0
0
20469
WALGREENS BOOTS ALLIANCE INC
COM
931427108
370
6773
SH
SOLE
0
0
6773
BANK AMER CORP
COM
060505104
256
7315
SH
SOLE
0
0
7315
EXXON MOBIL CORP
COM
30231G102
488
6990
SH
SOLE
0
0
6990
WALMART INC
COM
931142103
3439
29305
SH
SOLE
0
0
29305
APPLIED MATLS INC
COM
038222105
234
3784
SH
SOLE
0
0
3784
TEXAS INSTRS INC
COM
882508104
479
3650
SH
SOLE
0
0
3650
RAYTHEON CO
COM NEW
755111507
317
1388
SH
SOLE
0
0
1388
FLOWERS FOODS INC
COM
343498101
347
16033
SH
SOLE
0
0
16033
PROCTER & GAMBLE CO
COM
742718109
3586
28953
SH
SOLE
0
0
28953
GENERAL ELECTRIC CO
COM
369604103
355
29819
SH
SOLE
0
0
29819
GILEAD SCIENCES INC
COM
375558103
330
5015
SH
SOLE
0
0
5015
HOME DEPOT INC
COM
437076102
3739
16605
SH
SOLE
0
0
16605
ISHARES TR
1 3 YR TREAS BD
464287457
704
8317
SH
SOLE
0
0
8317
FORD MTR CO DEL
COM
345370860
318
34374
SH
SOLE
0
0
34374
CROWN CASTLE INTL CORP NEW
COM
22822V101
206
1468
SH
SOLE
0
0
1468
WASTE MGMT INC DEL
COM
94106L109
4219
36327
SH
SOLE
0
0
36327
DUKE ENERGY CORP NEW
COM NEW
26441C204
499
5501
SH
SOLE
0
0
5501
APPLE INC
COM
037833100
5297
17108
SH
SOLE
0
0
17108
OMEGA HEALTHCARE INVS INC
COM
681936100
3643
87129
SH
SOLE
0
0
87129
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
469
2929
SH
SOLE
0
0
2929
PUBLIC STORAGE
COM
74460D109
1091
5095
SH
SOLE
0
0
5095
GENERAL MLS INC
COM
370334104
2015
38467
SH
SOLE
0
0
38467
CENTERPOINT ENERGY INC
COM
15189T107
730
27609
SH
SOLE
0
0
27609
EOG RES INC
COM
26875P101
1578
17876
SH
SOLE
0
0
17876
INTERNATIONAL BANCSHARES COR
COM
459044103
475
10971
SH
SOLE
0
0
10971
SOUTHERN CO
COM
842587107
3425
54138
SH
SOLE
0
0
54138
NORTHROP GRUMMAN CORP
COM
666807102
467
1253
SH
SOLE
0
0
1253
PINNACLE WEST CAP CORP
COM
723484101
352
3915
SH
SOLE
0
0
3915
CIMAREX ENERGY CO
COM
171798101
1462
26853
SH
SOLE
0
0
26853
ISHARES TR
SELECT DIVID ETF
464287168
770
7323
SH
SOLE
0
0
7323
NUCOR CORP
COM
670346105
490
9152
SH
SOLE
0
0
9152
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
306
5000
SH
SOLE
0
0
5000
CUMMINS INC
COM
231021106
204
1173
SH
SOLE
0
0
1173
ENTERPRISE PRODS PARTNERS L
COM
293792107
235
8243
SH
SOLE
0
0
8243
VANGUARD WORLD FDS
ENERGY ETF
92204A306
385
4732
SH
SOLE
0
0
4732
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
6384
32988
SH
SOLE
0
0
32988
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1219
13308
SH
SOLE
0
0
13308
PACKAGING CORP AMER
COM
695156109
296
2820
SH
SOLE
0
0
2820
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
1894
13364
SH
SOLE
0
0
13364
MANNKIND CORP
COM NEW
56400P706
21
14554
SH
SOLE
0
0
14554
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1226
4848
SH
SOLE
0
0
4848
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
422
2197
SH
SOLE
0
0
2197
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
303
1930
SH
SOLE
0
0
1930
INSPERITY INC
COM
45778Q107
46007
519092
SH
SOLE
0
0
519092
EXTRA SPACE STORAGE INC
COM
30225T102
1086
10255
SH
SOLE
0
0
10255
PROSPECT CAPITAL CORPORATION
COM
74348T102
66
10214
SH
SOLE
0
0
10214
FIRST TR ENERGY INCOME & GRW
COM
33738G104
881
39417
SH
SOLE
0
0
39417
WOODWARD INC
COM
980745103
1144
9358
SH
SOLE
0
0
9358
DELTA AIR LINES INC DEL
COM NEW
247361702
508
8621
SH
SOLE
0
0
8621
DISCOVER FINL SVCS
COM
254709108
664
7959
SH
SOLE
0
0
7959
LULULEMON ATHLETICA INC
COM
550021109
361
1530
SH
SOLE
0
0
1530
VISA INC
COM CL A
92826C839
3582
18535
SH
SOLE
0
0
18535
VANGUARD WORLD FD
EXTENDED DUR
921910709
685
5191
SH
SOLE
0
0
5191
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
8928
114480
SH
SOLE
0
0
114480
MAIN STREET CAPITAL CORP
COM
56035L104
8753
200892
SH
SOLE
0
0
200892
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2130
7098
SH
SOLE
0
0
7098
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
11700
193615
SH
SOLE
0
0
193615
SUMMIT HOTEL PPTYS INC
COM
866082100
180
15149
SH
SOLE
0
0
15149
VANECK VECTORS ETF TRUST
PFD SECS EX FINL
92189F429
317
15622
SH
SOLE
0
0
15622
ABBVIE INC
COM
00287Y109
748
8290
SH
SOLE
0
0
8290
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33738R605
25218
1249013
SH
SOLE
0
0
1249013
FIRST TR EXCHANGE TRADED FD
SENIOR LN FD
33738D309
3473
72205
SH
SOLE
0
0
72205
SYNCHRONY FINL
COM
87165B103
313
8847
SH
SOLE
0
0
8847
PAYPAL HLDGS INC
COM
70450Y103
1400
12440
SH
SOLE
0
0
12440
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
218
4052
SH
SOLE
0
0
4052
SPDR SERIES TRUST
PRTFLO S&P500 HI
78468R788
2168
55408
SH
SOLE
0
0
55408
GLOBAL X FDS
US PFD ETF
37954Y657
3506
138806
SH
SOLE
0
0
138806