Krilogy Financial LLC Purchases in Q4 2024

Krilogy Financial LLC

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
161K
+ 42.85%
$100.22 - $100.73 $16.1M - $16.2M
535K $53.7M
AVLV
American Centy ETF Tr Avantis
174K
New
$65.51 - $71.22 $11.4M - $12.4M
174K $11.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
192K
+ 99.77%
$50.37 - $50.6 $9.66M - $9.71M
384K $19.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
224K
+ 116.42%
$22.1 - $22.59 $4.95M - $5.06M
416K $9.24M
HON
Honeywell International Inc

Industrials
20.1K
+ 170.81%
$202.84 - $236.0 $4.08M - $4.75M
31.9K $7.2M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
32.2K
New
$125.5 - $148.67 $4.04M - $4.78M
32.2K $4.26M
AMZN
Amazon Com Inc

Consumer Cyclical
1.26K
+ 1.12%
$180.88 - $232.93 $227K - $292K
114K $25M
DFAU
Dimensional ETF Tr

ETFs
60.6K
+ 4.34%
$39.27 - $42.38 $2.38M - $2.57M
1.46M $59M
KWEB
Kraneshares Tr Csi China Inter

ETFs
120K
New
$29.11 - $38.87 $3.51M - $4.68M
120K $3.52M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
139K
+ 28.53%
$23.25 - $23.37 $3.22M - $3.24M
624K $14.6M
AQN
Algonquin Power & Utilities Corp.

Utilities
873K
+ 116.72%
$4.31 - $5.52 $3.76M - $4.82M
1.62M $7.21M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
107K
+ 21.92%
$22.72 - $23.0 $2.44M - $2.47M
597K $13.6M
XLY
Select Sector Spdr Consumer Di

ETFs
1.12K
+ 1.47%
$194.8 - $239.43 $218K - $268K
77.3K $17.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
87.7K
+ 323.14%
$21.81 - $22.48 $1.91M - $1.97M
115K $2.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.08M
+ 282.96%
$25.93 - $105.3 $54.1M - $220M
2.82M $78.6M
WMT
Walmart Inc.

Consumer Defensive
15.2K
+ 29.3%
$79.1 - $95.7 $1.2M - $1.45M
67K $6.06M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
19K
+ 50.49%
$91.29 - $91.8 $1.74M - $1.75M
56.7K $5.19M
XLK
Technology Sector Spdr

ETFs
2.3K
+ 1.34%
$220.26 - $241.44 $506K - $555K
173K $40.3M
VUG
Vanguard Growth ETF

ETFs
2.19K
+ 7.49%
$378.79 - $428.11 $829K - $937K
31.4K $12.9M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
72.2K
New
$23.03 - $23.33 $1.66M - $1.68M
72.2K $1.67M
QCOM
Qualcomm Inc

Technology
10.6K
New
$150.4 - $178.04 $1.59M - $1.88M
10.6K $1.63M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
80.9K
New
$19.38 - $19.58 $1.57M - $1.58M
80.9K $1.57M
JEPI
J P Morgan Exchange Traded Fd

ETFs
32.4K
+ 21.56%
$57.53 - $60.83 $1.86M - $1.97M
183K $10.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
25.2K
+ 32.33%
$53.94 - $58.15 $1.36M - $1.47M
103K $5.81M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
52.2K
+ 13.57%
$41.17 - $43.34 $2.15M - $2.26M
436K $18.1M
XLF
Financial Sector Spdr

ETFs
901
+ 0.22%
$44.89 - $51.34 $40.4K - $46.3K
419K $20.3M
MSFT
Microsoft Corp

Technology
3.8K
+ 8.22%
$406.35 - $454.46 $1.55M - $1.73M
50.1K $21.1M
V
Visa Inc.

Financial Services
1.35K
+ 8.64%
$273.87 - $320.91 $370K - $434K
17K $5.37M
ICSH
Blackrock Ultra Short Term Bon

ETFs
21.1K
New
$50.35 - $50.69 $1.06M - $1.07M
21.1K $1.06M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
24.5K
+ 29.53%
$41.09 - $45.94 $1.01M - $1.13M
107K $4.52M
AVGO
Broadcom Inc.

Technology
383
+ 2.37%
$159.67 - $250.0 $61.2K - $95.8K
16.5K $3.83M
XLC
Select Sector Spdr Tr Communic

ETFs
1.61K
+ 1.19%
$89.66 - $102.16 $145K - $165K
137K $13.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
28.1K
+ 6.97%
$30.18 - $33.87 $848K - $951K
431K $13.3M
AVUV
American Centy ETF Tr Avantis

ETFs
6.17K
+ 1.59%
$94.37 - $106.41 $582K - $657K
393K $38M
BMY
Bristol Myers Squibb CO

Healthcare
10.1K
New
$51.92 - $59.94 $524K - $604K
10.1K $570K
CSGP
Costar Group, Inc.

Real Estate
8.39K
+ 54.91%
$69.7 - $81.97 $585K - $687K
23.7K $1.69M
DFIC
Dimensional ETF Tr Dimensional

ETFs
80.5K
+ 11.88%
$25.61 - $28.0 $2.06M - $2.25M
758K $19.6M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
10.3K
New
$47.66 - $51.97 $493K - $537K
10.3K $504K
XLP
Consumer Staples Sector Spdr

ETFs
6.62K
+ 4.47%
N/A
155K $11.8M
JPM
Jpmorgan Chase & CO

Financial Services
293
+ 2.01%
$205.18 - $250.29 $60.1K - $73.3K
14.9K $3.56M
MS
Morgan Stanley

Financial Services
1.22K
+ 8.78%
$104.42 - $134.99 $128K - $165K
15.2K $1.91M
PFE
Pfizer Inc

Healthcare
19K
+ 69.1%
$24.8 - $30.19 $471K - $573K
46.4K $1.23M
VTI
Vanguard Total Stock Market Et

ETFs
1.1K
+ 7.09%
$280.04 - $302.45 $307K - $331K
16.6K $4.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.96K
+ 44.93%
$81.68 - $82.93 $405K - $411K
16K $1.31M
SYY
Sysco Corp

Consumer Defensive
5.32K
+ 28.4%
$73.63 - $81.77 $391K - $435K
24K $1.84M
BX
Blackstone Inc.

Financial Services
74
+ 0.41%
$148.45 - $199.05 $11K - $14.7K
17.9K $3.09M
URA
Global X Uranium ETF

ETFs
13.3K
New
$26.78 - $33.46 $355K - $444K
13.3K $355K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70.9K
+ 252.19%
$26.93 - $84.95 $1.91M - $6.03M
99.1K $2.71M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
11.8K
+ 47.77%
$33.39 - $37.66 $394K - $444K
36.5K $1.22M
Activity Summary
Buys All Purchases 141 New Holdings 24 Increased Positions 117 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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