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  Name: Trinity Financial Advisors LLC
  City: COLUMBUS
  State: OH
  Zip: 43214
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $222,232,000
  Total Value Change : $17,283,000
  Securities Held Change : -2
   
All Securities Held : 73
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 21
  Unchanged Positions : 24
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 78 Closed $166.42 $0 0 0% -201,000 -1,298 0    Drug Manufacturers - ...
   (SPLK)1 Year Chart         SPLK Splunk Inc 77 Closed $156.90 $0 0 0% -209,000 -1,369 0    Application Software
   (VZ)1 Year Chart         VZ Verizon Communications Inc 76 Closed $40.06 $0 0 0% -517,000 -13,708 0    Telecom Services - Do...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 75 Closed $524.63 $0 0 0% -289,000 -548 0    Health Care Plans
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 74 Closed $161.86 $0 0 0% -201,000 -1,011 0    N/A

      5 Records Found
  1    
Page 1 of 1
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