Krilogy Financial LLC Purchases in Q2 2025

Krilogy Financial LLC

  • $1.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22.2K
+ 10.85%
$94.31 - $157.99 $2.1M - $3.51M
227K $35.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
39.2K
+ 1.35%
$22.27 - $29.21 $873K - $1.15M
2.95M $86.2M
XLK
Technology Sector Spdr

ETFs
10.4K
+ 5.25%
$179.73 - $253.23 $1.87M - $2.64M
209K $52.9M
DFAU
Dimensional ETF Tr

ETFs
56.2K
+ 3.6%
$34.04 - $42.36 $1.91M - $2.38M
1.62M $68.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.1K
New
$416.06 - $551.64 $5.45M - $7.23M
13.1K $7.23M
MSFT
Microsoft Corp

Technology
1.25K
+ 2.41%
$354.56 - $497.45 $443K - $622K
53.1K $26.4M
IWM
Ishares Russell 2000 ETF

ETFs
28.4K
New
$174.82 - $215.79 $4.96M - $6.12M
28.4K $6.12M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.49K
+ 0.63%
$104.34 - $138.68 $155K - $207K
240K $33.3M
META
Meta Platforms, Inc.

Communication Services
2.04K
+ 10.85%
$484.66 - $738.09 $990K - $1.51M
20.9K $15.4M
AVUV
American Centy ETF Tr Avantis

ETFs
31.5K
+ 7.44%
$75.17 - $91.21 $2.37M - $2.87M
455K $41.5M
AVGO
Broadcom Inc.

Technology
8.47K
+ 42.79%
$146.29 - $275.65 $1.24M - $2.33M
28.3K $7.79M
SCHV
Schwab Strategic Tr Us Large C

ETFs
42.4K
+ 1.89%
$23.55 - $27.67 $999K - $1.17M
2.29M $63.3M
AMZN
Amazon Com Inc

Consumer Cyclical
3.59K
+ 3.09%
$167.32 - $223.3 $601K - $803K
120K $26.3M
VUG
Vanguard Growth ETF

ETFs
2.79K
+ 7.76%
$329.49 - $438.4 $919K - $1.22M
38.7K $17M
VTI
Vanguard Total Stock Market Et

ETFs
9.04K
+ 53.06%
$243.75 - $303.93 $2.2M - $2.75M
26.1K $7.93M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13.7K
+ 5.07%
$72.61 - $88.75 $998K - $1.22M
285K $25.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
10.9K
+ 4.86%
$141.87 - $164.49 $1.54M - $1.79M
234K $38.5M
XLC
Select Sector Spdr Tr Communic

ETFs
6.92K
+ 4.17%
$86.13 - $108.53 $596K - $751K
173K $18.8M
TSLA
Tesla, Inc.

Consumer Cyclical
4.57K
+ 24.18%
$221.86 - $362.89 $1.01M - $1.66M
23.5K $7.45M
RGEN
Repligen Corp

Healthcare
20.2K
New
$108.89 - $145.23 $2.2M - $2.93M
20.2K $2.51M
XLY
Select Sector Spdr Consumer Di

ETFs
4.05K
+ 5.29%
$176.34 - $218.59 $714K - $885K
80.6K $17.5M
XLI
Industrial Sector Spdr

ETFs
3.8K
+ 3.57%
$116.42 - $147.52 $442K - $560K
110K $16.2M
XLF
Financial Sector Spdr

ETFs
17.6K
+ 3.91%
$43.92 - $52.37 $773K - $922K
467K $24.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
51K
+ 10.9%
$24.21 - $29.47 $1.24M - $1.5M
519K $15.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
21.3K
+ 4.25%
$100.04 - $100.54 $2.13M - $2.14M
522K $52.5M
SA
Seabridge Gold Inc

Basic Materials
138K
New
$9.75 - $14.93 $1.35M - $2.06M
138K $2.01M
GE
General Electric CO

Industrials
2.83K
+ 13.16%
$166.81 - $257.39 $472K - $729K
24.3K $6.26M
ICSH
Blackrock Ultra Short Term Bon

ETFs
37.6K
New
$50.48 - $50.71 $1.9M - $1.91M
37.6K $1.91M
TER
Teradyne, Inc

Technology
18.5K
New
$67.96 - $91.05 $1.26M - $1.69M
18.5K $1.67M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
59.9K
+ 3.02%
$22.46 - $23.12 $1.34M - $1.38M
2.04M $46.8M
PEP
Pepsico Inc

Consumer Defensive
12.3K
New
$128.02 - $151.37 $1.58M - $1.87M
12.3K $1.63M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.49K
+ 12.5%
$496.48 - $617.85 $741K - $922K
13.4K $8.3M
APH
Amphenol Corp

Technology
15K
New
$59.09 - $98.75 $886K - $1.48M
15K $1.48M
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 2.19%
$144.7 - $178.6 $178K - $219K
57.5K $10.1M
PPTA
Perpetua Resources Corp.

Basic Materials
21K
+ 2.62%
$8.98 - $17.13 $189K - $360K
822K $9.98M
MU
Micron Technology Inc

Technology
4.81K
+ 21.5%
$64.72 - $127.91 $311K - $616K
27.2K $3.35M
QCOM
Qualcomm Inc

Technology
8.37K
+ 77.06%
$124.66 - $159.48 $1.04M - $1.33M
19.2K $3.06M
ACTG
Acacia Research Corp

Industrials
241K
+ 20.77%
$2.84 - $3.89 $683K - $936K
1.4M $5.01M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
51.3K
+ 39.55%
$25.04 - $25.18 $1.28M - $1.29M
181K $4.56M
MRK
Merck & Co., Inc.

Healthcare
16K
New
$73.47 - $87.12 $1.18M - $1.4M
16K $1.27M
ORCL
Oracle Corp

Technology
1.95K
+ 19.28%
$122.82 - $218.63 $240K - $427K
12.1K $2.64M
PM
Philip Morris International Inc.

Consumer Defensive
3.46K
+ 14.94%
$149.23 - $184.95 $516K - $639K
26.6K $4.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.71K
+ 38.99%
$152.93 - $181.74 $873K - $1.04M
20.3K $3.7M
WEST
Westrock Coffee Holdings, LLC
200K
New
$5.51 - $7.84 $1.1M - $1.57M
200K $1.15M
DIS
Walt Disney CO

Communication Services
2.15K
+ 6.22%
$81.72 - $124.01 $175K - $266K
36.6K $4.54M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
47K
+ 32.74%
N/A
191K $4.53M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
985
+ 7.84%
$179.95 - $278.88 $177K - $275K
13.6K $3.78M
IVW
Ishares S&P 500 Growth ETF

ETFs
10K
New
$82.96 - $110.1 $832K - $1.1M
10K $1.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.2K
+ 0.38%
$23.4 - $29.68 $28.2K - $35.7K
322K $9.55M
Activity Summary
Buys All Purchases 171 New Holdings 42 Increased Positions 129 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Krilogy Financial LLC Portfolio

Follow Krilogy Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Krilogy Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Krilogy Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email