Krilogy Financial LLC Incresed Positions in Q3 2024

Krilogy Financial LLC

  • $1.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
9.88K
+ 5.98%
$24.34 - $25.83 $240K - $255K
175K $4.5M
ACTG
Acacia Research Corp

Industrials
156K
+ 19.14%
$4.48 - $5.62 $697K - $874K
969K $4.51M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.85K
+ 11.26%
$77.02 - $85.06 $219K - $242K
28.1K $2.38M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.3K
+ 5.11%
$20.12 - $21.28 $206K - $218K
211K $4.48M
XOM
Exxon Mobil Corp

Energy
2.89K
+ 14.46%
$109.72 - $119.0 $318K - $344K
22.9K $2.68M
VTV
Vanguard Value ETF

ETFs
254
+ 1.1%
$159.75 - $174.57 $40.6K - $44.3K
23.3K $4.07M
HAS
Hasbro, Inc.

Consumer Cyclical
1.47K
+ 8.11%
$56.54 - $72.32 $82.9K - $106K
19.5K $1.41M
MRVL
Marvell Technology, Inc.

Technology
4.02K
+ 15.14%
$56.15 - $76.24 $226K - $307K
30.6K $2.21M
IBDV
Ishares Tr

Technology
8.17K
+ 4.42%
$21.11 - $22.24 $172K - $182K
193K $4.28M
RSP
Invesco S&P 500 Equal Weight E

ETFs
216
+ 1.1%
$162.83 - $179.16 $35.2K - $38.7K
19.9K $3.57M
NEE
Nextera Energy Inc

Utilities
864
+ 5.13%
$69.9 - $84.97 $60.4K - $73.4K
17.7K $1.5M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.97K
+ 4.5%
$40.69 - $42.46 $161K - $168K
92.1K $3.9M
WTRG
Essential Utilities, Inc.

Utilities
6.21K
+ 15.35%
$36.74 - $41.49 $228K - $258K
46.7K $1.8M
MSFT
Microsoft Corp

Technology
2.3K
+ 5.23%
$395.15 - $467.56 $908K - $1.07M
46.3K $19.9M
PG
Procter & Gamble CO

Consumer Defensive
419
+ 2.33%
$160.76 - $177.82 $67.4K - $74.5K
18.4K $3.19M
EFV
Msci Eafe Value ETF

ETFs
2.42K
+ 16.82%
$51.72 - $57.96 $125K - $140K
16.8K $966K
JNJ
Johnson & Johnson

Healthcare
128
+ 1.19%
$145.48 - $167.38 $18.6K - $21.4K
10.9K $1.77M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.76K
+ 37.84%
$21.22 - $22.22 $165K - $172K
28.3K $624K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.39K
+ 1.79%
$21.96 - $22.69 $74.4K - $76.9K
192K $4.36M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6.99K
+ 4.08%
$20.47 - $20.71 $143K - $145K
178K $3.68M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.06K
+ 35.16%
$21.7 - $22.6 $153K - $160K
27.1K $611K
GIS
General Mills Inc

Consumer Defensive
512
+ 4.07%
$62.5 - $75.15 $32K - $38.5K
13.1K $967K
DFAI
Dimensional ETF Tr

ETFs
3.96K
+ 32.5%
$28.69 - $32.06 $113K - $127K
16.1K $512K
VFH
Vanguard Financial ETF

ETFs
137
+ 1.03%
$99.27 - $111.21 $13.6K - $15.2K
13.5K $1.48M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
81
+ 0.05%
$22.51 - $23.57 $1.82K - $1.91K
173K $4.06M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.41K
+ 3.15%
$21.05 - $21.17 $114K - $115K
177K $3.74M
MS
Morgan Stanley

Financial Services
111
+ 0.8%
$92.07 - $106.96 $10.2K - $11.9K
13.9K $1.45M
RDVY
First Trust Rising Dividend Ac

ETFs
768
+ 6.76%
$53.68 - $59.24 $41.2K - $45.5K
12.1K $718K
DFIV
Dimensional ETF Tr

ETFs
28
+ 0.07%
$34.66 - $38.38 $970 - $1.07K
41.1K $1.56M
CSGP
Costar Group, Inc.

Real Estate
896
+ 6.23%
$71.59 - $79.61 $64.1K - $71.3K
15.3K $1.15M
VZ
Verizon Communications Inc

Communication Services
665
+ 4.77%
$38.89 - $45.0 $25.9K - $29.9K
14.6K $655K
EMR
Emerson Electric CO

Industrials
768
+ 1.99%
$98.19 - $118.87 $75.4K - $91.3K
39.4K $4.31M
CMCSA
Comcast Corp

Communication Services
307
+ 2.04%
$37.33 - $41.78 $11.5K - $12.8K
15.3K $641K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
481
+ 4.62%
$32.65 - $36.69 $15.7K - $17.6K
10.9K $396K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
132
+ 0.88%
$76.94 - $79.54 $10.2K - $10.5K
15.1K $1.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
275
+ 2.55%
$81.31 - $83.29 $22.4K - $22.9K
11K $917K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.6K
+ 11.01%
$13.31 - $15.65 $34.6K - $40.7K
26.2K $377K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.1%
$38.51 - $41.69 $424 - $459
11K $459K
VIG
Vanguard Dividend Appreciation

ETFs
120
+ 1.06%
$182.15 - $182.15 $21.9K - $21.9K
11.5K $2.09M
Ishares Tr
9K
+ 5.9%
N/A
162K $0
Ishares Tr
32.3K
+ 4.51%
N/A
749K $0
PIN
Invesco India ETF Trust India
2.54K
+ 9.76%
N/A
28.5K $0
Pimco ETF Tr
164K
+ 12.82%
N/A
1.44M $0
Dimensional ETF Trust
4.8K
+ 13.09%
N/A
41.5K $0
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
710
+ 5.46%
$19.84 - $22.57 $14.1K - $16K
13.7K $288K
Dimensional ETF Trust
3.36K
+ 11.79%
N/A
31.8K $0
Victory Portfolios Ii
888K
+ 7287.86%
N/A
900K $0
HHS
Harte Hanks Inc

Communication Services
10.3K
+ 7.5%
$6.82 - $8.79 $70.4K - $90.7K
148K $1.1M
AQN
Algonquin Power & Utilities Corp.

Utilities
41K
+ 5.8%
$5.11 - $6.29 $210K - $258K
748K $4.08M
Activity Summary
Buys All Purchases 117 New Holdings 14 Increased Positions 103 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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