Krilogy Financial LLC Purchases in Q2 2025

Krilogy Financial LLC

  • $1.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTG
Mgic Investment Corp

Financial Services
10.4K
New
$22.43 - $28.1 $233K - $292K
10.4K $289K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.7K
+ 5.94%
$22.7 - $23.33 $243K - $250K
191K $4.46M
BAC
Bank Of America Corp

Financial Services
1.15K
+ 2.87%
$34.39 - $47.46 $39.4K - $54.4K
41.1K $1.95M
KHC
Kraft Heinz CO

Consumer Defensive
10.3K
New
$25.61 - $30.81 $264K - $318K
10.3K $266K
GTES
Gates Industrial Corp PLC

Industrials
10.8K
New
$15.56 - $23.13 $168K - $250K
10.8K $249K
ADT
Adt Inc.

Industrials
29K
New
$7.54 - $8.6 $219K - $250K
29K $246K
INSE
Inspired Entertainment, Inc.

Consumer Cyclical
30K
New
$6.69 - $8.68 $201K - $260K
30K $245K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.59K
+ 0.77%
$41.1 - $42.37 $147K - $152K
469K $19.8M
SCHO
Schwab Short Term Us Treasury

ETFs
9.4K
+ 20.35%
$24.19 - $24.45 $227K - $230K
55.6K $1.35M
PFE
Pfizer Inc

Healthcare
11.6K
+ 22.89%
$21.59 - $24.84 $250K - $288K
62.2K $1.51M
JNJ
Johnson & Johnson

Healthcare
2.42K
+ 20.36%
$146.36 - $159.82 $354K - $387K
14.3K $2.19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.92K
+ 11.8%
$32.66 - $40.75 $95.2K - $119K
27.6K $1.12M
SOFI
So Fi Technologies, Inc.

Financial Services
11.3K
New
$9.5 - $18.21 $107K - $206K
11.3K $205K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.8K
+ 3.17%
$18.94 - $21.67 $223K - $255K
383K $8.11M
XLV
Select Sector Spdr Fund Health

ETFs
12.4K
+ 8.18%
$128.77 - $144.3 $1.6M - $1.8M
165K $22.2M
CAPR
Capricor Therapeutics, Inc.

Healthcare
18K
+ 78.95%
$6.34 - $14.23 $114K - $256K
40.8K $405K
CMCSA
Comcast Corp

Communication Services
5.88K
+ 32.89%
$32.84 - $36.72 $193K - $216K
23.8K $847K
DFAE
Dimensional ETF Tr

ETFs
1.92K
+ 5.37%
$22.87 - $28.95 $43.9K - $55.6K
37.7K $1.09M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.86K
+ 2.04%
$24.31 - $25.29 $93.7K - $97.5K
193K $4.87M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
4.39K
+ 1.95%
$20.23 - $21.04 $88.9K - $92.4K
230K $4.84M
FSK
Fs Kkr Capital Corp

Financial Services
7.55K
+ 35.78%
$17.95 - $21.5 $135K - $162K
28.6K $594K
V
Visa Inc.

Financial Services
224
+ 1.43%
$308.27 - $373.31 $69.1K - $83.6K
15.8K $5.62M
IBDV
Ishares Tr

Technology
4.44K
+ 2.24%
$21.28 - $21.98 $94.4K - $97.5K
203K $4.46M
DFIV
Dimensional ETF Tr

ETFs
97
+ 0.24%
$34.67 - $43.21 $3.36K - $4.19K
41.3K $1.77M
CSCO
Cisco Systems, Inc.

Technology
698
+ 6.09%
$53.19 - $69.38 $37.1K - $48.4K
12.2K $843K
VNQ
Vanguard Specialized Funds Van

ETFs
1.94K
+ 2.77%
$79.79 - $91.42 $155K - $178K
72.1K $6.42M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.4K
+ 0.96%
$22.3 - $22.57 $98.1K - $99.3K
461K $10.4M
NEE
Nextera Energy Inc

Utilities
1.89K
+ 17.35%
$64.11 - $75.0 $121K - $142K
12.8K $888K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.24K
+ 2.8%
$91.43 - $91.74 $113K - $113K
45.4K $4.16M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.79K
+ 1.97%
$20.66 - $20.74 $78.2K - $78.5K
196K $4.06M
TDS
Telephone & Data Systems Inc

Communication Services
15.5K
+ 9.89%
$31.74 - $39.52 $492K - $613K
172K $6.13M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.29K
+ 4.6%
$37.08 - $42.26 $47.9K - $54.6K
29.4K $1.22M
NOM
Nuveen Missouri Quality Municipal Income Fund

Financial Services
4.8K
+ 17.27%
$9.63 - $11.0 $46.2K - $52.8K
32.6K $338K
T
At&T Inc.

Communication Services
507
+ 0.98%
$26.33 - $28.94 $13.3K - $14.7K
52.1K $1.51M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
176
+ 1.5%
$66.87 - $79.47 $11.8K - $14K
11.9K $947K
KWEB
Kraneshares Tr Csi China Inter

ETFs
4.17K
+ 3.0%
$28.28 - $35.22 $118K - $147K
143K $4.92M
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.04%
$44.8 - $53.97 $314 - $378
17.7K $956K
JPIE
J P Morgan Exchange Traded Fd
576
+ 0.96%
$45.12 - $46.32 $26K - $26.7K
60.3K $2.79M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.68K
+ 1.64%
$41.11 - $42.42 $69.1K - $71.4K
104K $4.37M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.77K
+ 4.59%
$101.91 - $134.83 $180K - $239K
40.4K $5.08M
HDV
Ishares Core High Dividend ETF

ETFs
483
+ 4.47%
$108.41 - $120.51 $52.4K - $58.2K
11.3K $1.32M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12
+ 0.11%
$36.25 - $42.28 $435 - $507
11.1K $467K
Wedbush Ser Tr
33.6K
New
N/A
33.6K $0
Victory Portfolios Ii
10.7K
+ 20.81%
N/A
62.1K $0
Victory Portfolios Ii
106K
+ 9.35%
N/A
1.24M $0
Ishares Ethereum Tr
222K
New
N/A
222K $0
PIN
Invesco India ETF Trust India
7.24K
+ 26.02%
N/A
35K $0
Cohen & Steers ETF Trust
10.2K
New
N/A
10.2K $0
Dimensional ETF Trust
4.77K
+ 5.25%
N/A
95.7K $0
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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