Trilogy Capital Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.7 Billion distributed in 289 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $98.4M, Vanguard Bd Index Fd Inc Total with a value of $56.4M, Vanguard Ftse Developed Market with a value of $50.8M, Invesco Exchange Traded Fd Tr with a value of $50.7M, and Invesco Exchange Traded Fd Tr with a value of $48.6M.

Examining the 13F form we can see an increase of $180M in the current position value, from $1.52B to 1.7B.

Below you can find more details about Trilogy Capital Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.7 Billion
ETFs: $1.55 Billion
Technology: $25.6 Million
Financial Services: $19.9 Million
Healthcare: $14.1 Million
Industrials: $13.1 Million
Energy: $12.8 Million
Consumer Cyclical: $11.9 Million
Utilities: $9.35 Million
Other: $18.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 289
  • Current Value $1.7 Billion
  • Prior Value $1.52 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 69 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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