Krilogy Financial LLC Incresed Positions 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
MSFT
Microsoft Corp

Technology
1.25K
+ 2.41%
$354.56 - $497.45 $443K - $622K
53.1K $26.4M
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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
32.6K
+ 2.32%
$24.38 - $30.18 $795K - $985K
1.44M $43.3M
AVGO
Broadcom Inc.

Technology
8.47K
+ 42.79%
$146.29 - $275.65 $1.24M - $2.33M
28.3K $7.79M
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
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
GE
General Electric CO

Industrials
2.83K
+ 13.16%
$166.81 - $257.39 $472K - $729K
24.3K $6.26M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
59.9K
+ 3.02%
$22.46 - $23.12 $1.34M - $1.38M
2.04M $46.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.49K
+ 12.5%
$496.48 - $617.85 $741K - $922K
13.4K $8.3M
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
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
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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.2K
+ 0.38%
$23.4 - $29.68 $28.2K - $35.7K
322K $9.55M
VTV
Vanguard Value ETF

ETFs
4.67K
+ 17.77%
$153.67 - $176.74 $717K - $825K
30.9K $5.47M
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
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
WMT
Walmart Inc.

Consumer Defensive
1.53K
+ 2.58%
$81.79 - $99.98 $125K - $153K
60.6K $5.93M
BOX
Box Inc

Technology
18K
+ 143.53%
$28.42 - $38.55 $512K - $694K
30.5K $1.04M
XCEM
Columbia ETF Tr Ii

ETFs
2.56K
+ 2.12%
$26.68 - $34.18 $68.2K - $87.4K
123K $4.21M
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.4K
+ 5.7%
$83.97 - $92.85 $1.29M - $1.43M
285K $25.1M
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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