Krilogy Financial LLC Reduced Holdings in Q2 2025

Krilogy Financial LLC

  • $1.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-5.3K
- 11.25%
$146.58 - $180.01 $777K - $954K
41.8K $7.42M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-307
- 0.08%
$19.44 - $19.88 $5.97K - $6.1K
373K $7.39M
UBER
Uber Technologies, Inc

Technology
-6.44K
- 19.79%
$64.62 - $93.3 $416K - $601K
26.1K $2.44M
EXAS
Exact Sciences Corp

Healthcare
-8.15K
- 16.02%
$40.31 - $58.08 $328K - $473K
42.7K $2.27M
ICE
Intercontinental Exchange, Inc.

Financial Services
-526
- 3.33%
$151.62 - $183.47 $79.8K - $96.5K
15.3K $2.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-999
- 1.39%
$22.92 - $28.05 $22.9K - $28K
70.9K $1.99M
DFAX
Dimensional ETF Tr
-879
- 1.91%
$23.37 - $29.39 $20.5K - $25.8K
45.1K $1.33M
NVT
N Vent Electric PLC

Industrials
-11.1K
- 22.9%
$45.2 - $73.35 $504K - $817K
37.5K $2.75M
MS
Morgan Stanley

Financial Services
-661
- 4.51%
$99.83 - $140.86 $66K - $93.1K
14K $1.97M
AVLV
American Centy ETF Tr Avantis
-3.02K
- 1.71%
$56.85 - $68.21 $172K - $206K
173K $11.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1K
- 0.66%
$19.1 - $23.83 $19.2K - $23.9K
150K $3.57M
AMAT
Applied Materials Inc

Technology
-646
- 4.81%
$126.95 - $183.52 $82K - $119K
12.8K $2.34M
AQN
Algonquin Power & Utilities Corp.

Utilities
-100K
- 5.37%
$4.56 - $6.22 $456K - $622K
1.76M $10.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.21K
- 0.92%
$19.6 - $24.44 $43.3K - $53.9K
237K $5.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
-7.03K
- 2.17%
$25.93 - $32.91 $182K - $231K
317K $10.4M
RBLX
Roblox Corp

Communication Services
-4.14K
- 12.01%
$51.22 - $105.59 $212K - $438K
30.4K $3.19M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-85.7K
- 5.91%
$17.76 - $22.1 $1.52M - $1.89M
1.36M $30.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-10.4K
- 1.29%
$24.94 - $31.15 $260K - $325K
798K $24.8M
AVDE
American Centy ETF Tr Avantis

ETFs
-970
- 0.31%
$59.32 - $74.36 $57.5K - $72.1K
314K $23.3M
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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