Krilogy Financial LLC Incresed Positions 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
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
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
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
XLY
Select Sector Spdr Consumer Di

ETFs
16.6K
+ 20.54%
$216.09 - $242.18 $3.58M - $4.01M
97.1K $23.3M
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
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
JPIE
J P Morgan Exchange Traded Fd
97.3K
+ 161.28%
$46.01 - $46.55 $4.48M - $4.53M
158K $7.32M
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
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
165K
+ 23.66%
$23.29 - $23.38 $3.85M - $3.87M
865K $20.2M
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
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
VBK
Vanguard Small Cap Growth ETF

ETFs
8.92K
+ 79.3%
$276.51 - $305.12 $2.47M - $2.72M
20.2K $6M
GE
General Electric CO

Industrials
6.08K
+ 24.97%
$244.75 - $305.63 $1.49M - $1.86M
30.4K $9.15M
DFIC
Dimensional ETF Tr Dimensional

ETFs
45.5K
+ 5.71%
$30.76 - $33.01 $1.4M - $1.5M
843K $27.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.07K
+ 22.85%
$617.65 - $666.84 $1.9M - $2.05M
16.5K $11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.18K
+ 24.28%
$546.99 - $602.2 $1.74M - $1.92M
16.3K $9.78M
DFSV
Dimensional ETF Tr Dimensional

ETFs
37.2K
+ 7.15%
$29.2 - $32.74 $1.08M - $1.22M
557K $17.7M
PEP
Pepsico Inc

Consumer Defensive
16.4K
+ 132.89%
$133.81 - $152.16 $2.2M - $2.5M
28.8K $4.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.5K
+ 2.38%
$21.69 - $23.34 $705K - $759K
1.4M $32.5M
ORCL
Oracle Corp

Technology
5.33K
+ 44.13%
$218.96 - $328.33 $1.17M - $1.75M
17.4K $4.9M
VIG
Vanguard Dividend Appreciation

ETFs
11.5K
+ 102.28%
N/A
22.7K $4.13M
META
Meta Platforms, Inc.

Communication Services
2.92K
+ 13.98%
$695.21 - $791.73 $2.03M - $2.31M
23.8K $17.5M
VNQ
Vanguard Specialized Funds Van

ETFs
20.3K
+ 28.11%
$88.47 - $93.24 $1.79M - $1.89M
92.3K $8.44M
EMR
Emerson Electric CO

Industrials
15.6K
+ 69.26%
$128.6 - $149.63 $2M - $2.33M
38K $4.99M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
19K
+ 3.64%
$100.16 - $100.7 $1.9M - $1.91M
541K $54.5M
PCG
Pg&E Corp

Utilities
130K
+ 895.24%
$13.0 - $15.73 $1.7M - $2.05M
145K $2.19M
XLU
Utilities Sector Spdr

ETFs
17K
+ 19.68%
$81.14 - $87.32 $1.38M - $1.49M
103K $9.03M
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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