Krilogy Financial LLC Purchases in Q3 2025

Krilogy Financial LLC

  • $2.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
26.3K
+ 11.16%
$202.38 - $256.87 $5.32M - $6.75M
262K $66.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
267K
+ 9.06%
$28.92 - $32.19 $7.73M - $8.61M
3.22M $103M
XLK
Technology Sector Spdr

ETFs
27.5K
+ 13.16%
$250.97 - $282.66 $6.89M - $7.76M
236K $66.6M
AVUV
American Centy ETF Tr Avantis

ETFs
98.2K
+ 21.56%
$90.37 - $102.12 $8.87M - $10M
554K $55.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
55.1K
+ 23.52%
$164.63 - $174.58 $9.06M - $9.61M
289K $50.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
286K
+ 12.49%
$27.61 - $29.15 $7.88M - $8.32M
2.57M $74.9M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
446K
+ 21.87%
$22.63 - $23.3 $10.1M - $10.4M
2.49M $57.5M
VUG
Vanguard Growth ETF

ETFs
18.3K
+ 47.24%
$433.97 - $484.08 $7.94M - $8.85M
57K $27.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
171K
+ 11.9%
$30.13 - $33.37 $5.15M - $5.71M
1.61M $53.6M
NVDA
Nvidia Corp

Technology
19.4K
+ 8.53%
$153.3 - $186.58 $2.97M - $3.62M
247K $46M
XLV
Select Sector Spdr Fund Health

ETFs
56.2K
+ 34.16%
$129.01 - $139.72 $7.25M - $7.85M
221K $30.7M
MSFT
Microsoft Corp

Technology
14.4K
+ 27.07%
$491.09 - $535.64 $7.06M - $7.7M
67.5K $35M
IVV
Ishares Core S&P 500 ETF

ETFs
12.3K
New
$620.67 - $670.08 $7.64M - $8.25M
12.3K $8.24M
VTV
Vanguard Value ETF

ETFs
39K
+ 125.91%
$175.51 - $186.57 $6.84M - $7.27M
69.9K $13M
WMT
Walmart Inc.

Consumer Defensive
63.3K
+ 104.5%
$94.4 - $104.27 $5.98M - $6.6M
124K $12.8M
GOOGL
Alphabet Inc.

Communication Services
11.8K
+ 20.6%
$174.36 - $254.72 $2.06M - $3.01M
69.3K $16.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.1K
New
$459.11 - $506.91 $5.99M - $6.62M
13.1K $6.56M
TLT
Ishares Barclays 20+ Year Trea

ETFs
69.5K
+ 24.4%
$85.01 - $90.35 $5.91M - $6.28M
354K $31.7M
GOOG
Alphabet Inc.

Communication Services
14.4K
+ 34.46%
$175.16 - $255.24 $2.52M - $3.68M
56.2K $13.7M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
79.6K
New
$71.75 - $79.74 $5.71M - $6.35M
79.6K $6.22M
XLF
Financial Sector Spdr

ETFs
99.6K
+ 21.32%
$51.37 - $54.25 $5.12M - $5.41M
567K $30.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
46.2K
+ 16.22%
$87.69 - $96.0 $4.05M - $4.44M
331K $31.2M
ILF
Ishares Latin America 40 ETF

ETFs
205K
New
$24.77 - $28.98 $5.08M - $5.94M
205K $5.93M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
363K
New
$15.39 - $17.94 $5.58M - $6.51M
363K $5.77M
XLY
Select Sector Spdr Consumer Di

ETFs
16.6K
+ 20.54%
$216.09 - $242.18 $3.58M - $4.01M
97.1K $23.3M
ARKG
Ark Genomic Revolution ETF (De

ETFs
195K
New
$22.91 - $27.85 $4.47M - $5.44M
195K $5.42M
AVDE
American Centy ETF Tr Avantis

ETFs
47.3K
+ 15.05%
$73.24 - $79.04 $3.47M - $3.74M
362K $28.5M
XLC
Select Sector Spdr Tr Communic

ETFs
29.8K
+ 17.24%
$105.99 - $119.41 $3.16M - $3.56M
203K $24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.1K
New
$420.11 - $472.68 $4.66M - $5.25M
11.1K $5.2M
AMZN
Amazon Com Inc

Consumer Cyclical
21.7K
+ 18.08%
$211.65 - $238.24 $4.59M - $5.17M
142K $31.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
27K
+ 11.27%
$137.51 - $145.26 $3.72M - $3.93M
267K $38M
AVGO
Broadcom Inc.

Technology
9.59K
+ 33.92%
$264.74 - $369.57 $2.54M - $3.54M
37.8K $12.5M
ZS
Zscaler, Inc.

Technology
15.3K
New
$267.68 - $316.5 $4.09M - $4.84M
15.3K $4.58M
JPIE
J P Morgan Exchange Traded Fd
97.3K
+ 161.28%
$46.01 - $46.55 $4.48M - $4.53M
158K $7.32M
VO
Vanguard Mid Cap ETF

ETFs
14.7K
New
$279.83 - $293.74 $4.11M - $4.32M
14.7K $4.32M
VOT
Vanguard Mid Cap Growth Index

ETFs
14.5K
New
$282.75 - $294.19 $4.1M - $4.27M
14.5K $4.26M
XLP
Consumer Staples Sector Spdr

ETFs
55.9K
+ 34.13%
N/A
220K $16.7M
XLI
Industrial Sector Spdr

ETFs
21.9K
+ 19.93%
$147.94 - $154.99 $3.25M - $3.4M
132K $20.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
89.9K
+ 19.18%
$41.8 - $43.15 $3.76M - $3.88M
559K $23.9M
VBR
Vanguard Small Cap Value ETF

ETFs
19.1K
New
$195.41 - $212.37 $3.73M - $4.05M
19.1K $3.98M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
165K
+ 23.66%
$23.29 - $23.38 $3.85M - $3.87M
865K $20.2M
NFLX
Netflix Inc

Communication Services
3.21K
New
$1147.87 - $1297.18 $3.68M - $4.16M
3.21K $3.84M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
53.8K
+ 27.75%
$62.57 - $69.12 $3.37M - $3.72M
248K $16.8M
ADBE
Adobe Inc.

Technology
10.1K
New
$333.65 - $392.1 $3.39M - $3.98M
10.1K $3.58M
VB
Vanguard Small Cap ETF

ETFs
14K
New
$237.58 - $259.17 $3.33M - $3.64M
14K $3.57M
PLTR
Palantir Technologies Inc.

Technology
18.9K
New
$130.68 - $186.97 $2.47M - $3.54M
18.9K $3.45M
RBLX
Roblox Corp

Communication Services
17K
+ 55.94%
$100.65 - $141.56 $1.71M - $2.4M
47.3K $6.56M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
142K
+ 21.2%
$22.84 - $22.95 $3.23M - $3.25M
809K $18.6M
LLY
Eli Lilly & CO

Healthcare
4.28K
New
$625.65 - $812.69 $2.68M - $3.48M
4.28K $3.26M
Activity Summary
Buys All Purchases 810 New Holdings 616 Increased Positions 194 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 4 Puts 0
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