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