Trilogy Capital Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Trilogy Capital Inc., a prominent investment firm, recently released its 13F holdings for Q3 2023 and Q4 2023, providing insights into the changing landscape of their investments. In this blog post, we will delve into the key highlights of these changes and analyze the trends that emerged during this period.

One of the most significant changes occurred in the holdings of INVESCO QQQ TR (QQQ), an exchange-traded fund (ETF) managed by Invesco. The number of shares held by Trilogy Capital Inc. increased from 150,717 in Q3 2023 to 202,735 in Q4 2023, representing a substantial 53.8% change. This change is indicative of Trilogy Capital Inc.'s growing confidence in QQQ as an investment option.

Another notable change was observed in the holdings of WISDOMTREE TR (IQDG), another ETF managed by WisdomTree. Trilogy Capital Inc. increased their shares in IQDG from 2,086,197 in Q3 2023 to 2,214,371 in Q4 2023, representing a 20.2% change. This increase further supports the notion that Trilogy Capital Inc. is capitalizing on the potential of WisdomTree's offerings.

Among the top holdings, FIRST TR VALUE LINE DIVID IN (FVD) also experienced a notable change. Trilogy Capital Inc. expanded its holdings in FVD from 1,343,721 in Q3 2023 to 1,449,259 in Q4 2023, signifying a 17% increase. This suggests that Trilogy Capital Inc. sees potential in the value and dividend-based investments offered by FVD.

As we analyze the changes in Trilogy Capital Inc.'s holdings, it becomes evident that they are emphasizing ETFs and diversified funds for their investment strategy. The increase in their holdings of SPDR SER TR (SPAB), VANGUARD TAX-MANAGED FDS (VEA), and INVESCO EXCHANGE TRADED FD T (SPHQ) demonstrates their preference for these types of investment vehicles.

On the other hand, it is interesting to note the significant decrease in holdings of SPDR SER TR (BIL). Trilogy Capital Inc. reduced its shares in BIL from 10,232,000 in Q3 2023 to 3,165,910 in Q4 2023, representing a substantial 69.2% decline. This reduction suggests that Trilogy Capital Inc. may not view BIL as a promising investment option compared to other holdings in their portfolio.

It is essential to consider that these changes in holdings may be influenced by various factors, including market conditions, investment strategies, and individual performance evaluations. As investment firms like Trilogy Capital Inc. continue to adapt their portfolios to align with changing market dynamics, investors can gain insights into potential trends and make informed decisions based on these observations.

In conclusion, Trilogy Capital Inc.'s Q3 2023 vs. Q4 2023 13F holdings comparison reveals interesting insights into their investment choices. With notable increases in ETF holdings like QQQ and IQDG, coupled with strategic diversification across various funds, Trilogy Capital Inc. is poised to navigate the ever-changing investment landscape successfully.

To stay updated on the latest developments and trends in the investment world, it is crucial to monitor the holdings and strategies employed by established firms like Trilogy Capital Inc. Their decisions and evaluations can serve as valuable indicators for individual investors seeking to make informed investment choices.

Note: The information provided in this article is based solely on the publicly available data from Trilogy Capital Inc.'s 13F filings for Q3 2023 and Q4 2023. The data presented here does not constitute financial advice, and readers are encouraged to conduct their research and due diligence before making any investment decisions.