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Geoffrey Biehn

@Trinity Financial Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$263.287MTotal holdings86
Assets growth rate17.86%Assets growth rate (2-Q avg)8.93%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Trinity Financial Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Trinity Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 263.287M in assets, with a quarterly growth rate of 17.86% and a 2-quarter average growth rate of 8.93%. The portfolio is managed by Geoffrey Biehn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRBroadridge Finl Solutions In
Recent Activity
New Position
0.08%
$209,665
924 shares@ $226.92 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
0.08%
$207,176
1,900 shares@ $109.04 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.21%
0.08%
$206,819
1,410 shares@ $146.69 avg price
MMM3m Co
Recent Activity
New Position
0.08%
$204,407
1,576 shares@ $129.7 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Increased 0.08%
0.08%
$202,081
6,911 shares@ $29.25 avg price
HBANHuntington Bancshares Inc
Recent Activity
New Position
0.08%
$190,130
11,708 shares@ $16.24 avg price