Klr Investment Advisors, LLC Purchases in Q1 2024

Klr Investment Advisors, LLC

  • $138 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
Series Portfolios Tr
123K
New
N/A
123K $3.3B
FLQH
Franklin Templeton Libertyq In

ETFs
51.5K
New
$0.0 - $30.69 $0 - $1.58M
51.5K $1.6B
Doubleline ETF Trust
24.8K
+ 13.45%
N/A
210K $10.7B
NVDA
Nvidia Corp

Technology
1
+ 0.02%
$475.69 - $950.02 $476 - $950
4.03K $3.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
4.1K
New
$231.0 - $260.72 $946K - $1.07M
4.1K $985M
FTGC
First Trust Global Tactical CO

ETFs
27.5K
+ 17.45%
$22.29 - $23.89 $613K - $657K
185K $4.51B
RELX
Relx PLC

Communication Services
19.8K
+ 189.9%
$38.66 - $44.64 $765K - $884K
30.2K $1.26B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
12.4K
New
$62.4 - $70.68 $774K - $877K
12.4K $818M
VSDA
Victory Portfolios Ii Victorys

ETFs
15.7K
New
$46.63 - $50.33 $730K - $788K
15.7K $754M
Gsk PLC
17.3K
New
N/A
17.3K $701M
NVO
Novo Nordisk A S

Healthcare
2.29K
+ 16.05%
$102.11 - $135.92 $233K - $311K
16.5K $2.07B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10K
New
$34.88 - $65.58 $349K - $656K
10K $593M
CSWI
Csw Industrials, Inc.

Industrials
1.49K
New
$202.06 - $240.1 $301K - $357K
1.49K $349M
MCHP
Microchip Technology Inc

Technology
3.85K
New
$80.58 - $93.34 $310K - $360K
3.85K $322M
Knife River Corp
4.19K
New
N/A
4.19K $321M
LGND
Ligand Pharmaceuticals Inc

Healthcare
4.5K
New
$68.64 - $89.2 $309K - $401K
4.5K $308M
UFPT
Ufp Technologies Inc

Healthcare
1.37K
New
$155.66 - $252.2 $213K - $345K
1.37K $291M
CR
Crane Holdings, Co.

Industrials
4.69K
New
$112.03 - $135.13 $525K - $634K
4.69K $290M
Wns Hldgs LTD
5.95K
New
N/A
5.95K $285M
MMSI
Merit Medical Systems Inc

Healthcare
3.8K
New
$71.86 - $81.25 $273K - $308K
3.8K $278M
NVMI
Nova Ltd.

Technology
1.7K
New
$129.32 - $187.67 $220K - $320K
1.7K $277M
AMZN
Amazon Com Inc

Consumer Cyclical
690
+ 12.71%
$144.57 - $180.38 $99.8K - $124K
6.12K $1.08B
MA
Mastercard Inc

Financial Services
562
New
$418.77 - $488.64 $235K - $275K
562 $257M
MSFT
Microsoft Corp

Technology
39
+ 0.4%
$367.75 - $429.37 $14.3K - $16.7K
9.72K $3.9B
VCEL
Vericel Corp

Healthcare
5.52K
New
$32.52 - $52.33 $179K - $289K
5.52K $250M
SMCI
Super Micro Computer, Inc.

Technology
324
New
$280.64 - $1188.07 $90.9K - $385K
324 $232M
NFLX
Netflix Inc

Communication Services
405
New
$468.5 - $629.24 $190K - $255K
405 $225M
LOW
Lowes Companies Inc

Consumer Cyclical
873
New
$210.55 - $261.0 $184K - $228K
873 $202M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.29K
New
$128.19 - $172.68 $165K - $222K
1.29K $202M
ICLN
Ishares

ETFs
18.9K
+ 95.15%
$13.42 - $15.39 $254K - $292K
38.9K $510M
UGP
Ultrapar Holdings Inc

Energy
35.8K
+ 175.19%
$5.4 - $6.33 $193K - $227K
56.3K $292M
ASX
Ase Technology Holding Co., Ltd.

Technology
9.75K
+ 9.89%
$8.57 - $11.66 $83.6K - $114K
108K $1.1B
NEE
Nextera Energy Inc

Utilities
1.83K
+ 26.6%
$54.97 - $63.91 $101K - $117K
8.71K $569M
DHT
Dht Holdings, Inc.

Energy
13.3K
New
$10.01 - $11.68 $133K - $155K
13.3K $148M
OMFL
Invesco Exchange Traded Self I

ETFs
935
+ 0.58%
$48.96 - $55.23 $45.8K - $51.6K
162K $8.44B
SAIA
Saia Inc

Industrials
68
+ 6.28%
$418.79 - $605.92 $28.5K - $41.2K
1.15K $601M
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
6.05K
+ 13.25%
$19.04 - $19.99 $115K - $121K
51.7K $985M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
6.41K
+ 4.81%
$21.82 - $22.69 $140K - $145K
140K $3.11B
META
Meta Platforms, Inc.

Communication Services
25
+ 3.7%
$344.47 - $512.19 $8.61K - $12.8K
701 $338M
AMP
Ameriprise Financial Inc

Financial Services
67
+ 4.16%
$372.06 - $438.44 $24.9K - $29.4K
1.68K $707M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
1.63K
+ 6.29%
$61.35 - $65.41 $100K - $107K
27.6K $1.74B
CVX
Chevron Corp

Energy
133
+ 3.09%
$141.82 - $157.74 $18.9K - $21K
4.44K $718M
ABBV
Abb Vie Inc.

Healthcare
78
+ 1.85%
$159.82 - $182.1 $12.5K - $14.2K
4.28K $726M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.64%
$592.2 - $792.28 $1.78K - $2.38K
473 $346M
DFS
Discover Financial Services

Financial Services
173
+ 4.99%
$97.0 - $131.09 $16.8K - $22.7K
3.64K $461M
NMR
Nomura Holdings Inc

Financial Services
10.8K
New
$4.46 - $6.57 $48.4K - $71.3K
10.8K $63.8M
MC
Moelis & CO

Financial Services
1.3K
+ 27.89%
$52.05 - $57.67 $67.7K - $75K
5.97K $318M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.17K
+ 3.42%
$44.91 - $49.64 $52.5K - $58K
35.3K $1.67B
BAC
Bank Of America Corp

Financial Services
130
+ 1.54%
$31.73 - $37.92 $4.12K - $4.93K
8.58K $324M
Activity Summary
Buys All Purchases 64 New Holdings 25 Increased Positions 39 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Klr Investment Advisors, LLC Portfolio

Follow Klr Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Klr Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klr Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email