Trilogy Capital Inc. Incresed Positions in Q2 2025

Trilogy Capital Inc.

  • $2.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
282
+ 4.65%
$74.01 - $144.25 $20.9K - $40.7K
6.35K $865K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.12K
+ 10.76%
$32.62 - $33.58 $298K - $306K
93.9K $3.15M
ABT
Abbott Laboratories

Healthcare
2.36K
+ 94.9%
$123.95 - $138.08 $293K - $326K
4.85K $659K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
46
+ 0.1%
$75.29 - $91.16 $3.46K - $4.19K
44.5K $4.01M
SHV
Ishares Tr

ETFs
2.8K
+ 11.19%
$110.06 - $110.46 $308K - $309K
27.8K $3.07M
T
At&T Inc.

Communication Services
10.3K
+ 86.07%
$26.33 - $28.94 $271K - $298K
22.2K $643K
CMI
Cummins Inc

Industrials
574
+ 6.94%
$267.12 - $336.65 $153K - $193K
8.85K $2.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.46K
+ 3.2%
$67.03 - $80.35 $165K - $198K
79.5K $6.34M
CGDV
Capital Group Divid Value ETF

ETFs
6K
+ 42.21%
$31.93 - $39.49 $192K - $237K
20.2K $798K
FTNT
Fortinet, Inc.

Technology
574
+ 2.4%
$84.71 - $108.69 $48.6K - $62.4K
24.5K $2.59M
AOR
Ishares Tr Core Growth Allocat

ETFs
3.35K
+ 27.71%
$53.36 - $61.57 $179K - $206K
15.5K $951K
GD
General Dynamics Corp

Industrials
80
+ 0.7%
$247.68 - $291.66 $19.8K - $23.3K
11.6K $3.38M
QCOM
Qualcomm Inc

Technology
675
+ 3.18%
$124.66 - $159.48 $84.1K - $108K
21.9K $3.49M
IEMG
Ishares Inc

ETFs
4.2K
+ 35.76%
N/A
15.9K $855K
VZ
Verizon Communications Inc

Communication Services
5.31K
+ 100.02%
$41.67 - $45.62 $221K - $242K
10.6K $459K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.25K
+ 30.02%
$73.19 - $85.21 $165K - $192K
9.75K $830K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.04K
+ 6.73%
$73.02 - $90.22 $76.2K - $94.2K
16.6K $1.48M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.85K
+ 36.92%
$72.61 - $88.75 $134K - $164K
6.87K $609K
EIX
Edison International

Utilities
10.2K
+ 22.03%
$48.32 - $59.92 $494K - $613K
56.7K $2.92M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.82K
+ 28.77%
$53.69 - $67.27 $97.6K - $122K
8.13K $547K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.77K
+ 49.92%
$71.28 - $83.74 $126K - $148K
5.31K $444K
BFZ
Blackrock California Municipal Income Trust

Financial Services
16.7K
+ 13.77%
$10.2 - $11.19 $171K - $187K
138K $1.5M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
6.88K
+ 14.59%
$21.55 - $22.2 $148K - $153K
54.1K $1.19M
VOT
Vanguard Mid Cap Growth Index

ETFs
245
+ 12.77%
$216.28 - $284.39 $53K - $69.7K
2.16K $615K
DXCM
Dexcom Inc

Healthcare
35
+ 0.52%
$59.83 - $87.57 $2.09K - $3.06K
6.75K $588K
IGV
Ishares Expanded Tech Software

ETFs
485
+ 13.27%
$80.15 - $109.5 $38.9K - $53.1K
4.14K $453K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
433
+ 1.72%
$30.87 - $39.17 $13.4K - $17K
25.6K $1M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.9K
+ 35.64%
$30.29 - $30.83 $118K - $120K
14.8K $457K
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 6.91%
$908.13 - $1056.85 $66.3K - $77.2K
1.13K $1.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.15K
+ 24.56%
$54.19 - $67.22 $62.2K - $77.1K
5.82K $391K
UBER
Uber Technologies, Inc

Technology
427
+ 13.73%
$64.62 - $93.3 $27.6K - $39.8K
3.54K $330K
AXP
American Express CO

Financial Services
68
+ 4.24%
$231.39 - $318.98 $15.7K - $21.7K
1.67K $533K
CGGR
Capital Group Growth ETF Shs C

ETFs
367
+ 2.81%
$30.53 - $40.65 $11.2K - $14.9K
13.4K $545K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.66K
+ 19.62%
$38.81 - $44.28 $103K - $118K
16.2K $687K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.33K
+ 23.48%
$63.54 - $68.5 $84.5K - $91.1K
7K $471K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
3.02K
+ 14.35%
$24.61 - $25.89 $74.3K - $78.1K
24K $618K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
442
+ 1.62%
$34.28 - $41.6 $15.2K - $18.4K
27.7K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
243
+ 2.09%
$114.78 - $133.31 $27.9K - $32.4K
11.8K $1.58M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
347
+ 1.54%
$33.46 - $41.33 $11.6K - $14.3K
22.8K $942K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.46%
$81.79 - $99.98 $2.78K - $3.4K
7.47K $730K
PANW
Palo Alto Networks Inc

Technology
51
+ 2.61%
$152.44 - $204.64 $7.77K - $10.4K
2.01K $410K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.84K
+ 11.04%
$22.4 - $23.8 $63.5K - $67.5K
28.5K $678K
DE
Deere & CO

Industrials
21
+ 1.26%
$412.99 - $531.48 $8.67K - $11.2K
1.69K $860K
MAR
Marriott International Inc

Consumer Cyclical
28
+ 1.46%
$211.12 - $274.14 $5.91K - $7.68K
1.94K $530K
GLW
Corning Inc

Technology
621
+ 11.03%
$39.07 - $52.59 $24.3K - $32.7K
6.25K $328K
DSI
Ishares Msci Kld 400 Social Et

ETFs
262
+ 9.42%
$91.62 - $116.16 $24K - $30.4K
3.04K $353K
VBK
Vanguard Small Cap Growth ETF

ETFs
130
+ 10.72%
$219.76 - $276.94 $28.6K - $36K
1.34K $371K
CAT
Caterpillar Inc

Industrials
45
+ 6.28%
$273.94 - $388.21 $12.3K - $17.5K
762 $295K
MPC
Marathon Petroleum Corp

Energy
141
+ 8.25%
$118.55 - $170.08 $16.7K - $24K
1.85K $307K
Activity Summary
Buys All Purchases 184 New Holdings 46 Increased Positions 138 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 3 Puts 0
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