Krilogy Financial LLC Incresed Positions in Q1 2025

Krilogy Financial LLC

  • $1.39 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTM
Ishares Tr Ibonds Dec 2032 Ter
359K
+ 22.14%
$21.92 - $22.89 $7.87M - $8.22M
1.98M $45.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
44.8K
+ 19.93%
$85.29 - $92.57 $3.82M - $4.14M
269K $24.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
93.7K
+ 7.15%
$25.81 - $28.52 $2.42M - $2.67M
1.4M $38.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
49.9K
+ 6.58%
$25.54 - $28.79 $1.27M - $1.44M
808K $22.4M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
34.3K
+ 23.84%
$65.49 - $74.67 $2.24M - $2.56M
178K $12.5M
XLC
Select Sector Spdr Tr Communic

ETFs
28.9K
+ 21.07%
$94.84 - $105.31 $2.74M - $3.04M
166K $15.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.9K
+ 1.46%
$18.36 - $20.51 $384K - $429K
1.45M $29M
AQN
Algonquin Power & Utilities Corp.

Utilities
240K
+ 14.83%
$4.27 - $5.19 $1.03M - $1.25M
1.86M $9.57M
AVDE
American Centy ETF Tr Avantis

ETFs
12.3K
+ 4.07%
$60.63 - $68.55 $747K - $844K
315K $20.9M
TDS
Telephone & Data Systems Inc

Communication Services
44.5K
+ 39.61%
$32.18 - $40.31 $1.43M - $1.79M
157K $6.08M
XLF
Financial Sector Spdr

ETFs
30.7K
+ 7.31%
$47.32 - $52.19 $1.45M - $1.6M
450K $22.1M
GLD
Spdr Gold Trust

ETFs
3.69K
+ 27.68%
$243.19 - $288.14 $898K - $1.06M
17K $4.91M
SCHV
Schwab Strategic Tr Us Large C

ETFs
39.1K
+ 1.77%
$25.77 - $27.6 $1.01M - $1.08M
2.24M $59.1M
XLI
Industrial Sector Spdr

ETFs
12.8K
+ 13.7%
$128.78 - $141.67 $1.65M - $1.81M
106K $13.8M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
28.7K
+ 6.57%
$40.79 - $42.32 $1.17M - $1.21M
465K $19.6M
DISV
Dimensional ETF Tr Dimensional

ETFs
21.5K
+ 7.11%
$26.09 - $30.21 $562K - $650K
324K $9.45M
KWEB
Kraneshares Tr Csi China Inter

ETFs
18.7K
+ 15.52%
$27.29 - $38.29 $510K - $716K
139K $4.87M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
56.1K
+ 8.98%
$23.29 - $23.38 $1.31M - $1.31M
680K $15.9M
XLV
Select Sector Spdr Fund Health

ETFs
1.92K
+ 1.28%
$137.61 - $149.68 $264K - $287K
152K $22M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
52K
+ 8.71%
$22.77 - $22.94 $1.18M - $1.19M
649K $14.9M
AEE
Ameren Corp

Utilities
2.66K
+ 3.43%
$86.87 - $103.67 $231K - $276K
80.2K $8.05M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
15.7K
+ 55.63%
$34.58 - $45.97 $543K - $722K
44K $2M
DFAU
Dimensional ETF Tr

ETFs
104K
+ 7.14%
$37.84 - $42.29 $3.94M - $4.4M
1.56M $60M
EXAS
Exact Sciences Corp

Healthcare
29.6K
+ 139.61%
$43.04 - $58.51 $1.28M - $1.73M
50.9K $2.2M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
40.1K
+ 9.63%
$22.11 - $22.43 $886K - $899K
456K $10.2M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
20.5K
+ 198.5%
$46.77 - $52.97 $960K - $1.09M
30.9K $1.45M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
28.7K
+ 9.84%
$25.35 - $27.46 $728K - $788K
321K $8.48M
VOE
Vanguard Mid Cap Value Index F

ETFs
8.86K
+ 4.13%
$156.61 - $168.02 $1.39M - $1.49M
223K $35.5M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
6.43K
+ 19.99%
$120.5 - $145.97 $775K - $939K
38.6K $5.04M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
31.1K
+ 9.09%
$19.0 - $19.66 $590K - $611K
373K $7.33M
XLK
Technology Sector Spdr

ETFs
25K
+ 14.45%
$206.38 - $242.18 $5.17M - $6.06M
198K $40.9M
XCEM
Columbia ETF Tr Ii

ETFs
18.3K
+ 17.89%
$29.18 - $30.72 $534K - $562K
121K $3.56M
VTV
Vanguard Value ETF

ETFs
2.9K
+ 12.4%
$167.73 - $179.21 $486K - $519K
26.3K $4.49M
XOM
Exxon Mobil Corp

Energy
2.52K
+ 12.68%
$105.44 - $118.93 $265K - $299K
22.3K $2.66M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.9K
+ 14.36%
$25.54 - $27.64 $356K - $385K
111K $3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.4K
+ 16.04%
$21.77 - $22.25 $401K - $410K
133K $2.96M
JNJ
Johnson & Johnson

Healthcare
1.27K
+ 11.98%
$142.06 - $167.7 $181K - $213K
11.9K $1.97M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
16.2K
+ 4.55%
$20.2 - $22.24 $326K - $359K
371K $7.91M
VUG
Vanguard Growth ETF

ETFs
4.54K
+ 14.46%
$369.1 - $427.61 $1.68M - $1.94M
35.9K $13.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.8K
+ 8.94%
$22.61 - $23.14 $335K - $343K
180K $4.17M
T
At&T Inc.

Communication Services
4.93K
+ 10.57%
$21.56 - $28.28 $106K - $139K
51.5K $1.46M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
17K
+ 55.92%
$21.16 - $21.77 $360K - $370K
47.4K $1.03M
RDI
Reading International Inc

Communication Services
143K
+ 6.06%
$1.29 - $1.81 $184K - $259K
2.5M $3.48M
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.86K
+ 4.96%
$40.27 - $42.11 $196K - $204K
103K $4.33M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
+ 7.49%
$225.19 - $279.95 $251K - $312K
16K $3.92M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.4K
+ 3.16%
$97.25 - $104.79 $136K - $147K
45.6K $4.73M
CVX
Chevron Corp

Energy
26
+ 0.18%
$146.71 - $167.97 $3.81K - $4.37K
14.4K $2.41M
MANU
Manchester United PLC

Communication Services
28K
+ 233.33%
$13.09 - $17.0 $367K - $476K
40K $523K
VNQ
Vanguard Specialized Funds Van

ETFs
2.61K
+ 3.86%
$85.55 - $94.34 $223K - $246K
70.1K $6.29M
Activity Summary
Buys All Purchases 149 New Holdings 22 Increased Positions 127 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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