Trilogy Capital Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.04 Billion distributed in 367 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $195M, Invesco Qqq Trust, Series 1 with a value of $106M, Wisdomtree Tr U.S Largecap Div with a value of $95M, Technology Sector Spdr with a value of $75.6M, and Ishares Core S&P 500 ETF with a value of $74.7M.

Examining the 13F form we can see an increase of $174M in the current position value, from $1.87B to 2.04B.

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

Portfolio value $2.04 Billion
ETFs: $1.67 Billion
Financial Services: $84.7 Million
Technology: $67.3 Million
Healthcare: $29.8 Million
Industrials: $24.6 Million
Consumer Cyclical: $23.5 Million
Basic Materials: $19.7 Million
Communication Services: $17.2 Million
Other: $38.9 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 367
  • Current Value $2.04 Billion
  • Prior Value $1.87 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 46 stocks
  • Additional Purchases 138 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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