Krilogy Financial LLC Incresed Positions in Q4 2024

Krilogy Financial LLC

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VZ
Verizon Communications Inc

Communication Services
4.88K
+ 33.39%
$39.6 - $45.21 $193K - $220K
19.5K $779K
CSCO
Cisco Systems, Inc.

Technology
1K
+ 9.42%
$52.45 - $60.02 $52.5K - $60.1K
11.6K $688K
PYPL
Pay Pal Holdings, Inc.

Financial Services
100
+ 0.75%
$77.25 - $91.3 $7.73K - $9.13K
13.4K $1.14M
IBHE
Ishares Ibonds 2025 Term High

ETFs
4.45K
+ 6.16%
$23.08 - $23.28 $103K - $104K
76.7K $1.78M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
23.4K
+ 8.73%
$26.16 - $28.82 $613K - $675K
292K $7.64M
VO
Vanguard Mid Cap ETF

ETFs
312
+ 3.04%
$261.5 - $284.63 $81.6K - $88.8K
10.6K $2.8M
CMBS
Ishares Cmbs ETF

ETFs
6.48K
+ 4.97%
$47.09 - $48.64 $305K - $315K
137K $6.46M
AIQ
Global X Funds Global X Artifi

ETFs
1.18K
+ 5.78%
$36.57 - $40.57 $43.2K - $47.9K
21.6K $834K
DFIP
Dimensional ETF Tr Inflation P

ETFs
5.78K
+ 6.27%
$40.31 - $42.43 $233K - $245K
97.9K $3.96M
T
At&T Inc.

Communication Services
1.42K
+ 3.14%
$21.22 - $23.88 $30.2K - $33.9K
46.6K $1.06M
TSQ
Townsquare Media, Inc.

Communication Services
10K
+ 33.33%
$9.09 - $10.56 $90.9K - $106K
40K $363K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
360
+ 3.05%
$78.43 - $87.17 $28.2K - $31.4K
12.2K $976K
EFV
Msci Eafe Value ETF

ETFs
2.24K
+ 13.33%
$51.78 - $57.15 $116K - $128K
19K $999K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
15.9K
+ 4.87%
$19.11 - $20.04 $303K - $318K
342K $6.56M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.16K
+ 7.65%
$21.25 - $22.07 $46K - $47.7K
30.4K $648K
DFAT
Dimensional ETF Tr U S Target

ETFs
11
+ 0.06%
$54.54 - $61.04 $600 - $671
17.7K $986K
CMCSA
Comcast Corp

Communication Services
1.76K
+ 11.45%
$37.39 - $45.14 $65.7K - $79.4K
17.1K $642K
Ishares Tr
43.5K
+ 5.81%
N/A
792K $0
Victory Portfolios Ii
59.5K
+ 6.62%
N/A
959K $0
Avadel Pharmaceuticals PLC
9.2K
+ 53.61%
N/A
26.4K $0
Dimensional ETF Trust
5.29K
+ 12.76%
N/A
46.8K $0
Pimco ETF Tr
703K
+ 48.72%
N/A
2.15M $0
Dimensional ETF Trust
5.77K
+ 7.07%
N/A
87.3K $0
Ishares Tr
14.9K
+ 9.2%
N/A
177K $0
PIN
Invesco India ETF Trust India
4.85K
+ 16.98%
N/A
33.4K $0
Dimensional ETF Trust
180
+ 0.57%
N/A
32K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.01K
+ 9.75%
$40.06 - $45.21 $120K - $136K
33.8K $1.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51.9K
+ 199.25%
$27.54 - $83.04 $1.43M - $4.31M
78K $2.16M
AMAT
Applied Materials Inc

Technology
2.78K
+ 23.99%
$161.44 - $213.89 $449K - $595K
14.4K $2.34M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1
+ 0.01%
$35.45 - $40.33 $35.5 - $40.3
10.9K $390K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.1%
$40.38 - $44.35 $444 - $488
11K $451K
ACTG
Acacia Research Corp

Industrials
69.4K
+ 7.16%
$4.31 - $4.79 $299K - $332K
1.04M $4.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
117
+ 0.78%
$77.86 - $79.27 $9.11K - $9.27K
15.2K $1.18M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
8.35K
+ 3.96%
$20.28 - $21.2 $169K - $177K
219K $4.46M
BP
Bp PLC

Energy
85
+ 0.81%
$28.16 - $33.14 $2.39K - $2.82K
10.5K $311K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
7.07K
+ 4.04%
$24.5 - $25.72 $173K - $182K
182K $4.48M
BOND
Pimco Active Bond Exchange Tra

ETFs
279
+ 2.19%
$90.42 - $94.5 $25.2K - $26.4K
13K $1.18M
SCHO
Schwab Short Term Us Treasury

ETFs
22.5K
+ 94.81%
$24.06 - $48.88 $542K - $1.1M
46.3K $1.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
904
+ 3.7%
$34.13 - $37.35 $30.9K - $33.8K
25.4K $865K
KO
Coca Cola CO

Consumer Defensive
690
+ 6.72%
$61.74 - $71.71 $42.6K - $49.5K
11K $682K
XCEM
Columbia ETF Tr Ii

ETFs
7.91K
+ 8.38%
$29.6 - $32.67 $234K - $258K
102K $3.03M
DISV
Dimensional ETF Tr Dimensional

ETFs
23.6K
+ 8.46%
$26.18 - $28.77 $619K - $680K
303K $8.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
96.7K
+ 105.89%
$22.63 - $47.53 $2.19M - $4.6M
188K $4.27M
GIS
General Mills Inc

Consumer Defensive
794
+ 6.06%
$62.78 - $74.62 $49.8K - $59.2K
13.9K $886K
DFAX
Dimensional ETF Tr
26
+ 0.06%
$24.76 - $27.04 $644 - $703
46K $1.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
102K
+ 184.66%
$22.01 - $66.82 $2.24M - $6.8M
157K $3.56M
DFIV
Dimensional ETF Tr

ETFs
46
+ 0.11%
$34.86 - $37.97 $1.6K - $1.75K
41.1K $1.46M
VTV
Vanguard Value ETF

ETFs
64
+ 0.27%
$168.32 - $181.87 $10.8K - $11.6K
23.4K $3.96M
XLI
Industrial Sector Spdr

ETFs
1.63K
+ 1.77%
$131.76 - $143.99 $215K - $235K
93.5K $12.3M
Activity Summary
Buys All Purchases 141 New Holdings 24 Increased Positions 117 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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