Krilogy Financial LLC New Holdings in Q3 2025

Krilogy Financial LLC

  • $2.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.3K
New
$620.67 - $670.08 $7.64M - $8.25M
12.3K $8.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.1K
New
$459.11 - $506.91 $5.99M - $6.62M
13.1K $6.56M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
79.6K
New
$71.75 - $79.74 $5.71M - $6.35M
79.6K $6.22M
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
ARKG
Ark Genomic Revolution ETF (De

ETFs
195K
New
$22.91 - $27.85 $4.47M - $5.44M
195K $5.42M
IWF
Ishares Russell 1000 Gr ETF

ETFs
11.1K
New
$420.11 - $472.68 $4.66M - $5.25M
11.1K $5.2M
ZS
Zscaler, Inc.

Technology
15.3K
New
$267.68 - $316.5 $4.09M - $4.84M
15.3K $4.58M
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
NFLX
Netflix Inc

Communication Services
3.21K
New
$1147.87 - $1297.18 $3.68M - $4.16M
3.21K $3.84M
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
LLY
Eli Lilly & CO

Healthcare
4.28K
New
$625.65 - $812.69 $2.68M - $3.48M
4.28K $3.26M
ISRG
Intuitive Surgical Inc

Healthcare
7.11K
New
$433.66 - $544.47 $3.08M - $3.87M
7.11K $3.18M
INTU
Intuit Inc

Technology
4.54K
New
$646.03 - $807.39 $2.93M - $3.67M
4.54K $3.1M
VV
Vanguard Large Cap ETF

ETFs
9.69K
New
$285.05 - $309.14 $2.76M - $3M
9.69K $2.98M
HD
Home Depot, Inc.

Consumer Cyclical
7.3K
New
$357.4 - $423.42 $2.61M - $3.09M
7.3K $2.96M
EQIX
Equinix Inc

Real Estate
3.69K
New
$756.7 - $811.13 $2.79M - $2.99M
3.69K $2.89M
UNH
Unitedhealth Group Inc

Healthcare
8.32K
New
$237.77 - $353.61 $1.98M - $2.94M
8.32K $2.87M
CRM
Salesforce, Inc.

Technology
11.7K
New
$231.66 - $273.65 $2.7M - $3.19M
11.7K $2.76M
PNC
Pnc Financial Services Group, Inc.

Financial Services
13.7K
New
$185.88 - $207.44 $2.55M - $2.85M
13.7K $2.76M
SOXX
Ishares Semiconductor ETF

ETFs
10.2K
New
$236.93 - $271.12 $2.41M - $2.76M
10.2K $2.76M
SPGI
S&P Global Inc.

Financial Services
5.55K
New
$484.94 - $564.15 $2.69M - $3.13M
5.55K $2.7M
COST
Costco Wholesale Corp

Consumer Defensive
2.89K
New
$915.95 - $994.57 $2.65M - $2.88M
2.89K $2.68M
LMT
Lockheed Martin Corp

Industrials
5.25K
New
$410.74 - $499.21 $2.16M - $2.62M
5.25K $2.62M
IDXX
Idexx Laboratories Inc

Healthcare
4.05K
New
$514.61 - $682.78 $2.08M - $2.76M
4.05K $2.59M
VGT
Vanguard Information Technolog

ETFs
3.42K
New
$656.44 - $753.15 $2.25M - $2.58M
3.42K $2.56M
TW
Tradeweb Markets Inc.

Financial Services
22.9K
New
$110.5 - $146.12 $2.53M - $3.34M
22.9K $2.54M
SNOW
Snowflake Inc.

Technology
11.2K
New
$191.73 - $241.0 $2.14M - $2.69M
11.2K $2.52M
FIX
Comfort Systems Usa Inc

Industrials
2.95K
New
$521.66 - $825.18 $1.54M - $2.44M
2.95K $2.44M
VRSN
Verisign Inc

Technology
8.6K
New
$263.02 - $305.98 $2.26M - $2.63M
8.6K $2.4M
WM
Waste Management Inc

Industrials
10.7K
New
$213.88 - $237.1 $2.29M - $2.54M
10.7K $2.36M
CB
Chubb LTD

Financial Services
8.29K
New
$265.99 - $289.59 $2.21M - $2.4M
8.29K $2.34M
IEFA
Ishares Tr

ETFs
24.7K
New
$81.7 - $87.53 $2.02M - $2.16M
24.7K $2.15M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
43.9K
New
$42.26 - $47.16 $1.86M - $2.07M
43.9K $2.03M
EXPE
Expedia Group, Inc.

Consumer Cyclical
9.48K
New
$171.01 - $228.24 $1.62M - $2.16M
9.48K $2.03M
MANH
Manhattan Associates Inc

Technology
9.75K
New
$196.16 - $227.94 $1.91M - $2.22M
9.75K $2M
WDAY
Workday, Inc.

Technology
8.25K
New
$213.69 - $247.69 $1.76M - $2.04M
8.25K $1.99M
DASH
Door Dash, Inc.

Communication Services
7.26K
New
$234.5 - $272.5 $1.7M - $1.98M
7.26K $1.98M
AXP
American Express CO

Financial Services
5.95K
New
$294.27 - $342.31 $1.75M - $2.04M
5.95K $1.98M
ZM
Zoom Video Communications, Inc.

Technology
23.5K
New
$69.77 - $86.83 $1.64M - $2.04M
23.5K $1.94M
PSX
Phillips 66

Energy
14.1K
New
$118.37 - $139.46 $1.67M - $1.97M
14.1K $1.92M
IEMG
Ishares Inc

ETFs
35.2K
New
N/A
35.2K $1.89M
CNC
Centene Corp

Healthcare
52.8K
New
$25.21 - $56.65 $1.33M - $2.99M
52.8K $1.88M
GS
Goldman Sachs Group Inc

Financial Services
2.35K
New
$696.56 - $806.32 $1.64M - $1.89M
2.35K $1.87M
VEEV
Veeva Systems Inc

Healthcare
6.24K
New
$269.2 - $297.91 $1.68M - $1.86M
6.24K $1.86M
FDX
Fedex Corp

Industrials
7.88K
New
$217.1 - $243.2 $1.71M - $1.92M
7.88K $1.86M
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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