Krilogy Financial LLC Purchases in Q2 2025

Krilogy Financial LLC

  • $1.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
4.67K
+ 17.77%
$153.67 - $176.74 $717K - $825K
30.9K $5.47M
VRT
Vertiv Holdings CO

Industrials
10.9K
New
N/A
10.9K $943K
MAT
Mattel Inc

Consumer Cyclical
46.2K
+ 58.5%
$14.55 - $20.12 $672K - $929K
125K $2.47M
JPM
Jpmorgan Chase & CO

Financial Services
591
+ 3.7%
$210.28 - $289.91 $124K - $171K
16.6K $4.8M
GM
General Motors CO

Consumer Cyclical
17K
New
$42.48 - $50.46 $724K - $859K
17K $838K
DKNG
Draft Kings Inc.

Consumer Cyclical
19.2K
New
$31.67 - $42.89 $607K - $822K
19.2K $822K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
31.2K
+ 21.45%
$24.94 - $25.42 $777K - $792K
176K $4.48M
ZTS
Zoetis Inc.

Healthcare
5.86K
+ 49.39%
$144.41 - $170.3 $847K - $999K
17.7K $2.77M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.6K
+ 20.15%
$23.96 - $24.27 $758K - $768K
189K $4.58M
BX
Blackstone Inc.

Financial Services
3.88K
+ 21.06%
$120.07 - $151.11 $466K - $587K
22.3K $3.34M
KMX
Carmax Inc

Consumer Cyclical
10.7K
New
$62.27 - $82.77 $665K - $884K
10.7K $717K
BSY
Bentley Systems Inc

Technology
12.4K
New
$38.62 - $53.97 $478K - $668K
12.4K $668K
BOX
Box Inc

Technology
18K
+ 143.53%
$28.42 - $38.55 $512K - $694K
30.5K $1.04M
LYFT
Lyft, Inc.

Technology
41.3K
New
$9.97 - $17.21 $411K - $710K
41.3K $650K
XCEM
Columbia ETF Tr Ii

ETFs
2.56K
+ 2.12%
$26.68 - $34.18 $68.2K - $87.4K
123K $4.21M
MLPA
Global X Mlp ETF

ETFs
12.9K
New
$46.47 - $54.16 $598K - $697K
12.9K $646K
EIX
Edison International

Utilities
12.4K
New
$48.32 - $59.92 $600K - $744K
12.4K $640K
DAL
Delta Air Lines, Inc.

Industrials
12.9K
New
$35.88 - $52.99 $462K - $682K
12.9K $632K
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.4K
+ 5.7%
$83.97 - $92.85 $1.29M - $1.43M
285K $25.1M
FCX
Freeport Mcmoran Inc

Basic Materials
13.9K
New
$29.15 - $44.46 $405K - $618K
13.9K $602K
SCHW
Schwab Charles Corp

Financial Services
3.49K
+ 16.75%
$69.06 - $91.24 $241K - $319K
24.3K $2.22M
MRVL
Marvell Technology, Inc.

Technology
2.16K
+ 8.2%
$49.38 - $79.97 $106K - $172K
28.5K $2.2M
INCY
Incyte Corp

Healthcare
6.79K
+ 61.24%
$55.17 - $71.22 $375K - $484K
17.9K $1.22M
FTI
Technip Fmc PLC

Energy
15K
New
$23.18 - $35.33 $348K - $530K
15K $516K
XLP
Consumer Staples Sector Spdr

ETFs
6.29K
+ 4.0%
N/A
164K $12.4M
CSGP
Costar Group, Inc.

Real Estate
5.54K
+ 28.07%
$72.62 - $83.22 $402K - $461K
25.3K $2.03M
BWA
Borgwarner Inc

Consumer Cyclical
13.9K
New
$24.84 - $33.92 $346K - $473K
13.9K $466K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
15.8K
+ 8.9%
$62.08 - $73.58 $984K - $1.17M
194K $13M
EXEL
Exelixis, Inc.

Healthcare
10.3K
New
$34.13 - $46.26 $353K - $479K
10.3K $456K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19.3K
+ 2.98%
$22.81 - $22.97 $441K - $444K
668K $15.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
18.9K
+ 2.78%
$23.29 - $23.38 $440K - $442K
699K $16.3M
DVN
Devon Energy Corp

Energy
13.5K
New
$26.8 - $37.92 $361K - $511K
13.5K $428K
INTC
Intel Corp

Technology
19.1K
+ 148.38%
$18.13 - $22.69 $345K - $432K
31.9K $714K
VBK
Vanguard Small Cap Growth ETF

ETFs
607
+ 5.71%
$219.76 - $276.94 $133K - $168K
11.2K $3.11M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.81K
+ 31.99%
$57.41 - $74.81 $219K - $285K
15.7K $1.17M
XLB
Select Sector Spdr Fd Material

ETFs
2.85K
+ 5.74%
$74.27 - $88.92 $211K - $253K
52.4K $4.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.15K
+ 3.04%
$50.36 - $50.68 $360K - $362K
242K $12.3M
NWSA
News Corp

Communication Services
12.2K
New
$23.97 - $29.72 $294K - $364K
12.2K $364K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
108
+ 0.09%
$29.12 - $35.84 $3.14K - $3.87K
125K $4.46M
C
Citigroup Inc

Financial Services
2.22K
+ 20.58%
$58.13 - $85.12 $129K - $189K
13K $1.1M
XRAY
Dentsply Sirona Inc.

Healthcare
21.2K
New
$12.55 - $16.75 $266K - $355K
21.2K $336K
PATH
Ui Path, Inc.

Technology
25.5K
New
$9.79 - $13.31 $250K - $339K
25.5K $326K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
2.32K
+ 7.51%
$42.95 - $53.21 $99.5K - $123K
33.2K $1.76M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
460
+ 1.05%
$41.45 - $54.46 $19.1K - $25.1K
44.4K $2.31M
DFAI
Dimensional ETF Tr

ETFs
7.24K
+ 44.86%
$28.02 - $34.71 $203K - $251K
23.4K $807K
LXU
Lsb Industries, Inc.

Basic Materials
9.04K
+ 4.72%
$4.98 - $8.66 $45K - $78.3K
201K $1.57M
KMI
Kinder Morgan, Inc.

Energy
10.2K
New
$25.21 - $29.4 $257K - $299K
10.2K $299K
RDI
Reading International Inc

Communication Services
313K
+ 12.49%
$1.19 - $1.45 $372K - $453K
2.82M $3.77M
ET
Energy Transfer LP

Energy
16.3K
New
$15.65 - $18.93 $255K - $308K
16.3K $294K
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
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