0001652529-21-000001.txt : 20210120
0001652529-21-000001.hdr.sgml : 20210120
20210120094104
ACCESSION NUMBER: 0001652529-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210120
DATE AS OF CHANGE: 20210120
EFFECTIVENESS DATE: 20210120
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: 21537567
BUSINESS ADDRESS:
STREET 1: 24 GREENWAY PLAZA
STREET 2: SUITE 546
CITY: HOUSTON
STATE: TX
ZIP: 77046
BUSINESS PHONE: (713) 999-8053
MAIL ADDRESS:
STREET 1: 24 GREENWAY PLAZA
STREET 2: SUITE 546
CITY: HOUSTON
STATE: TX
ZIP: 77046
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
12-31-2020
12-31-2020
Trinity Legacy Partners, LLC
24 GREENWAY PLAZA
SUITE 546
HOUSTON
TX
77046
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
01-20-2021
0
88
220158
false
INFORMATION TABLE
2
trinity_12_31_2020.xml
SPDR S&P 500 ETF TR
TR UNIT
78462F103
492
1315
SH
SOLE
0
0
1315
ADOBE SYSTEMS INCORPORATED
COM
00724F101
200
400
SH
SOLE
0
0
400
AMAZON COM INC
COM
023135106
5511
1692
SH
SOLE
0
0
1692
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
618
2666
SH
SOLE
0
0
2666
EBAY INC.
COM
278642103
209
4160
SH
SOLE
0
0
4160
HORMEL FOODS CORP
COM
440452100
1339
28719
SH
SOLE
0
0
28719
DISNEY WALT CO
COM
254687106
3653
20165
SH
SOLE
0
0
20165
JOHNSON & JOHNSON
COM
478160104
3885
24687
SH
SOLE
0
0
24687
PFIZER INC
COM
717081103
3045
82725
SH
SOLE
0
0
82725
CHEVRON CORP NEW
COM
166764100
2468
29222
SH
SOLE
0
0
29222
MICROSOFT CORP
COM
594918104
5271
23697
SH
SOLE
0
0
23697
INTERNATIONAL BUSINESS MACHS
COM
459200101
539
4280
SH
SOLE
0
0
4280
LOCKHEED MARTIN CORP
COM
539830109
2914
8210
SH
SOLE
0
0
8210
PEPSICO INC
COM
713448108
3418
23047
SH
SOLE
0
0
23047
VERIZON COMMUNICATIONS INC
COM
92343V104
2819
47982
SH
SOLE
0
0
47982
BK OF AMERICA CORP
COM
060505104
261
8618
SH
SOLE
0
0
8618
WALMART INC
COM
931142103
4601
31919
SH
SOLE
0
0
31919
APPLIED MATLS INC
COM
038222105
311
3609
SH
SOLE
0
0
3609
COSTCO WHSL CORP NEW
COM
22160K105
1334
3540
SH
SOLE
0
0
3540
FLOWERS FOODS INC
COM
343498101
1660
73361
SH
SOLE
0
0
73361
PROCTER AND GAMBLE CO
COM
742718109
4594
33018
SH
SOLE
0
0
33018
GENERAL ELECTRIC CO
COM
369604103
241
22356
SH
SOLE
0
0
22356
HOME DEPOT INC
COM
437076102
4052
15253
SH
SOLE
0
0
15253
JPMORGAN CHASE & CO
COM
46625H100
591
4652
SH
SOLE
0
0
4652
ISHARES TR
1 3 YR TREAS BD
464287457
3655
42309
SH
SOLE
0
0
42309
UNITEDHEALTH GROUP INC
COM
91324P102
353
1006
SH
SOLE
0
0
1006
SOUTHWEST AIRLS CO
COM
844741108
387
8304
SH
SOLE
0
0
8304
COMCAST CORP NEW
CL A
20030N101
3183
60747
SH
SOLE
0
0
60747
WASTE MGMT INC DEL
COM
94106L109
4652
39447
SH
SOLE
0
0
39447
NEXTERA ENERGY INC
COM
65339F101
330
4274
SH
SOLE
0
0
4274
APPLE INC
COM
037833100
6335
47743
SH
SOLE
0
0
47743
OMEGA HEALTHCARE INVS INC
COM
681936100
488
13427
SH
SOLE
0
0
13427
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
624
3586
SH
SOLE
0
0
3586
KINDER MORGAN INC DEL
COM
49456B101
169
12381
SH
SOLE
0
0
12381
AMERICAN EXPRESS CO
COM
025816109
451
3732
SH
SOLE
0
0
3732
GENERAL MLS INC
COM
370334104
2541
43207
SH
SOLE
0
0
43207
INTERNATIONAL BANCSHARES COR
COM
459044103
411
10971
SH
SOLE
0
0
10971
SOUTHERN CO
COM
842587107
278
4531
SH
SOLE
0
0
4531
NORTHROP GRUMMAN CORP
COM
666807102
203
666
SH
SOLE
0
0
666
VALERO ENERGY CORP
COM
91913Y100
306
5401
SH
SOLE
0
0
5401
ISHARES TR
SELECT DIVID ETF
464287168
957
9953
SH
SOLE
0
0
9953
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
2318
17439
SH
SOLE
0
0
17439
NVIDIA CORPORATION
COM
67066G104
1932
3700
SH
SOLE
0
0
3700
CUMMINS INC
COM
231021106
387
1703
SH
SOLE
0
0
1703
WHIRLPOOL CORP
COM
963320106
2375
13161
SH
SOLE
0
0
13161
ENTERPRISE PRODS PARTNERS L
COM
293792107
505
25796
SH
SOLE
0
0
25796
HASBRO INC
COM
418056107
2730
29185
SH
SOLE
0
0
29185
ALPHABET INC
CAP STK CL A
02079K305
268
153
SH
SOLE
0
0
153
VANGUARD WORLD FDS
ENERGY ETF
92204A306
343
6606
SH
SOLE
0
0
6606
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
7018
31368
SH
SOLE
0
0
31368
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
527
7238
SH
SOLE
0
0
7238
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
1550
11299
SH
SOLE
0
0
11299
VIACOMCBS INC
CL B
92556H206
2070
55562
SH
SOLE
0
0
55562
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1563
4418
SH
SOLE
0
0
4418
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
633
3722
SH
SOLE
0
0
3722
INSPERITY INC
COM
45778Q107
37154
456326
SH
SOLE
0
0
456326
WOODWARD INC
COM
980745103
926
7623
SH
SOLE
0
0
7623
LULULEMON ATHLETICA INC
COM
550021109
358
1029
SH
SOLE
0
0
1029
VISA INC
COM CL A
92826C839
4873
22278
SH
SOLE
0
0
22278
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
776
7993
SH
SOLE
0
0
7993
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
11556
127061
SH
SOLE
0
0
127061
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
226
3662
SH
SOLE
0
0
3662
SPDR SER TR
PORTFOLIO SHORT
78464A474
2515
80106
SH
SOLE
0
0
80106
MAIN STR CAP CORP
COM
56035L104
4560
141352
SH
SOLE
0
0
141352
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1998
5812
SH
SOLE
0
0
5812
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
6901
101215
SH
SOLE
0
0
101215
ABBVIE INC
COM
00287Y109
2218
20697
SH
SOLE
0
0
20697
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739R605
25005
1238464
SH
SOLE
0
0
1238464
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
33738D408
317
6500
SH
SOLE
0
0
6500
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
4887
102698
SH
SOLE
0
0
102698
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
203
873
SH
SOLE
0
0
873
ISHARES U S ETF TR
COMMOD SEL STG
46431W853
237
8880
SH
SOLE
0
0
8880
PAYPAL HLDGS INC
COM
70450Y103
4729
20194
SH
SOLE
0
0
20194
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
991
18110
SH
SOLE
0
0
18110
GLOBAL X FDS
US PFD ETF
37954Y657
5601
217082
SH
SOLE
0
0
217082
CROWDSTRIKE HLDGS INC
CL A
22788C105
288
1360
SH
SOLE
0
0
1360
JOHNSON & JOHNSON
COM
478160104
3
600
SH
Put
SOLE
0
0
600
APPLE INC
COM
037833100
8
1000
SH
Put
SOLE
0
0
1000
ABBVIE INC
COM
00287Y109
5
800
SH
Put
SOLE
0
0
800
CROWDSTRIKE HLDGS INC
CL A
22788C105
6
900
SH
Put
SOLE
0
0
900
CHEVRON CORP NEW
COM
166764100
5
700
SH
Put
SOLE
0
0
700
MICROSOFT CORP
COM
594918104
9
700
SH
Put
SOLE
0
0
700
NEXTERA ENERGY INC
COM
65339F101
7
1600
SH
Put
SOLE
0
0
1600
PROCTER AND GAMBLE CO
COM
742718109
5
700
SH
Put
SOLE
0
0
700
PAYPAL HLDGS INC
COM
70450Y103
8
800
SH
Put
SOLE
0
0
800
WASTE MGMT INC DEL
COM
94106L109
4
700
SH
Put
SOLE
0
0
700
WALMART INC
COM
931142103
5
700
SH
Put
SOLE
0
0
700
VIATRIS INC
COM
92556V106
206
11006
SH
SOLE
0
0
11006