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
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
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
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
15.8K
+ 8.9%
$62.08 - $73.58 $984K - $1.17M
194K $13M
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
VBK
Vanguard Small Cap Growth ETF

ETFs
607
+ 5.71%
$219.76 - $276.94 $133K - $168K
11.2K $3.11M
INTC
Intel Corp

Technology
19.1K
+ 148.38%
$18.13 - $22.69 $345K - $432K
31.9K $714K
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
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
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
RDI
Reading International Inc

Communication Services
313K
+ 12.49%
$1.19 - $1.45 $372K - $453K
2.82M $3.77M
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
22
+ 0.08%
$72.96 - $90.39 $1.61K - $1.99K
28.1K $2.51M
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
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
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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