Krilogy Financial LLC Portfolio Holdings
Krilogy Financial LLC
- $2.42 Billion
- Q3 2025
Krilogy Financial LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.42 Billion distributed in 878 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $103M, Dimensional ETF Tr with a value of $77.8M, Schwab Strategic Tr Us Large C with a value of $74.9M, Apple Inc. with a value of $66.7M, and Technology Sector Spdr with a value of $66.6M.
Examining the 13F form we can see an increase of $854M in the current position value, from $1.57B to 2.42B.
Below you can find more details about Krilogy Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.42 Billion
ETFs: $1.47 Billion
Technology: $286 Million
Consumer Cyclical: $89.4 Million
Financial Services: $89.2 Million
Industrials: $83.7 Million
Communication Services: $83.7 Million
Healthcare: $76.1 Million
Consumer Defensive: $45.4 Million
Other: $95.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 878
- Current Value $2.42 Billion
- Prior Value $1.57 Billion
- Filing
- Period Q3 2025
- Filing Date November 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 616 stocks
- Additional Purchases 194 stocks
- Sold out of 0 stocks
- Reduced holdings in 46 stocks