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Krilogy Financial

Latest statistics and disclosures from Krilogy Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, PYLD, SCHV, DFAU, XLK, and represent 15.61% of Krilogy Financial's stock portfolio.
Added to shares of these 10 stocks: FRDM (+$8.9M), ECH (+$8.8M), SCHG (+$8.7M), SRVR (+$8.0M), AVGO (+$7.2M), XLK (+$6.0M), SAMT (+$5.9M), PYLD (+$5.6M), XLF (+$5.1M), EMBX.
Started 145 new stock positions in WTRG, SNX, ETR, INSE, RLI, DOW, ABIG, IJK, PACB, SCZ.
Reduced shares in these 10 stocks: EWA (-$7.2M), XBI (-$6.9M), MOO (-$6.7M), IBTM (-$5.2M), , CMBS, NVT, JPST, BSX, MSFT.
Sold out of its positions in AGL, AL, AMH, NLY, AstraZeneca, ADP, B, BRBR, BSY, BAH.
Krilogy Financial was a net buyer of stock by $119M.
Krilogy Financial has $3.1B in assets under management (AUM), dropping by 3.98%.
Central Index Key (CIK): 0001659047

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Portfolio Holdings for Krilogy Financial

Krilogy Financial holds 978 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Krilogy Financial has 978 total positions. Only the first 250 positions are shown.

Sign up to view all of the Krilogy Financial March 31, 2026 positions
Download the Krilogy Financial March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.9	$120M	+7%	3.7M	32.13	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.3	$99M	+6%	3.7M	26.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.0	$91M		2.9M	31.80	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.8	$87M	+3%	1.8M	48.48	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.6	$80M	+8%	525k	152.02	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	2.3	$70M	+3%	1.7M	41.20	View chart
Apple (AAPL)	2.1	$66M		250k	263.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.1	$65M		563k	115.71	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.0	$60M	+2%	1.7M	35.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.9	$57M		300k	190.70	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	1.8	$56M	-8%	2.4M	22.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.8	$55M	+2%	550k	100.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.4	$41M	+8%	307k	135.07	View chart
Amazon (AMZN)	1.3	$41M	+3%	165k	249.70	View chart
Spdr Series Trust State Street Spd (SLYG)	1.2	$37M	+2%	352k	104.17	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.2	$36M	+8%	247k	146.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.2	$36M	+16%	693k	52.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$35M	+8%	409k	86.28	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.1	$32M		862k	37.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$31M	+2%	293k	106.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$31M		1.2M	26.51	View chart
Microsoft Corporation (MSFT)	1.0	$30M	-6%	72k	420.26	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.9	$29M		322k	90.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$29M		86k	336.02	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.9	$28M	+7%	232k	118.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$28M		57k	486.50	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.9	$27M		1.1M	24.38	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.9	$27M	+14%	233k	117.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.9	$26M	+3%	613k	42.53	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$24M	+2%	141k	170.33	View chart
Broadcom (AVGO)	0.8	$23M	+45%	58k	398.47	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.7	$21M	+6%	920k	22.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$21M	+4%	62k	332.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$20M		557k	36.47	View chart
Micron Technology (MU)	0.6	$20M	+19%	43k	457.24	View chart
Perpetua Resources (PPTA)	0.6	$20M	-6%	626k	31.65	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.6	$19M	-2%	234k	81.43	View chart
Meta Platforms Cl A (META)	0.6	$19M	+4%	28k	676.87	View chart
Mfs Active Exchange Traded F Blended Research (BRIE)	0.6	$17M	+10%	596k	28.81	View chart
Wal-Mart Stores (WMT)	0.5	$16M	+4%	131k	124.82	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.5	$15M	-6%	239k	62.80	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.5	$15M	-6%	174k	84.61	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.5	$14M	+4%	705k	20.39	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$14M		329k	41.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$14M	-2%	67k	202.58	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.4	$13M	+4%	599k	22.26	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.4	$13M	+5%	587k	22.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$12M	-4%	327k	37.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$12M	+3%	35k	346.03	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$12M		517k	23.08	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$12M	+5%	257k	46.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$12M	-15%	230k	50.52	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.4	$11M	+4%	521k	21.82	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$11M		16k	701.64	View chart
Ge Aerospace Com New (GE)	0.4	$11M	+18%	36k	298.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$10M	+5%	107k	95.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$10M	+13%	14k	704.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$9.6M	-5%	15k	640.48	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$9.3M	-8%	201k	46.35	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$9.3M	-11%	164k	56.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$9.3M		161k	57.59	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.3	$9.1M	+6%	462k	19.73	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.3	$8.9M	NEW	145k	61.73	View chart
Algonquin Power & Utilities equs (AQN)	0.3	$8.9M	-13%	1.4M	6.41	View chart
Ishares Msci Chile Etf (ECH)	0.3	$8.8M	NEW	199k	44.32	View chart
Ameren Corporation (AEE)	0.3	$8.7M	-3%	78k	112.28	View chart
Spdr Series Trust State Street Spd (XOP)	0.3	$8.6M	+2%	51k	167.82	View chart
Tesla Motors (TSLA)	0.3	$8.2M		21k	388.90	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.3	$8.0M	NEW	231k	34.76	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.3	$7.7M	+31%	598k	12.85	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$7.4M		144k	51.75	View chart
Visa Com Cl A (V)	0.2	$7.4M	+32%	24k	315.10	View chart
JPMorgan Chase & Co. (JPM)	0.2	$7.4M	+17%	24k	309.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$7.3M	+7%	376k	19.56	View chart
Lam Research Corp Com New (LRCX)	0.2	$7.3M	+19%	28k	260.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$6.9M		248k	27.65	View chart
NVIDIA Corporation Call Option (NVDA)	0.2	$6.8M	+13%	315k	21.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$6.6M		14k	475.12	View chart
Uber Technologies (UBER)	0.2	$6.6M	+138%	86k	76.48	View chart
Teradyne (TER)	0.2	$6.6M	+3%	18k	365.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.5M	+19%	43k	151.98	View chart
Charles Schwab Corporation (SCHW)	0.2	$6.4M	+25%	69k	92.62	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$6.2M		137k	45.57	View chart
Eli Lilly & Co. (LLY)	0.2	$6.2M	+35%	6.9k	903.96	View chart
Emerson Electric (EMR)	0.2	$6.1M	+17%	44k	140.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$6.1M	-2%	19k	329.58	View chart
Ge Vernova (GEV)	0.2	$6.1M	+5%	6.2k	978.26	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$6.1M	+4%	144k	42.06	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$5.9M	NEW	139k	42.29	View chart
Comfort Systems USA (FIX)	0.2	$5.8M	+4%	3.6k	1605.97	View chart
Blackrock (BLK)	0.2	$5.7M	+43%	5.5k	1024.93	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.2	$5.6M		269k	20.99	View chart
Acacia Resh Corp Acacia Tch Com (ACTG)	0.2	$5.6M	-9%	1.1M	4.99	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.2	$5.6M		221k	25.36	View chart
Amphenol Corp Cl A (APH)	0.2	$5.6M	+68%	37k	148.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$5.5M		132k	41.54	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.2	$5.4M		248k	21.93	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$5.4M		223k	24.22	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.2	$5.4M	+2%	208k	25.93	View chart
Western Digital (WDC)	0.2	$5.4M	+40%	15k	361.69	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.2	$5.3M	+2%	204k	26.19	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$5.3M		221k	24.20	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.2	$5.3M	+27%	206k	25.76	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$5.3M		226k	23.27	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.2	$5.2M	+4%	96k	54.42	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$5.2M		206k	25.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.1M		11k	469.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$4.9M	-5%	25k	200.64	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$4.9M	-7%	53k	91.52	View chart
Philip Morris International (PM)	0.2	$4.9M	+3%	31k	156.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$4.9M	+36%	180k	27.09	View chart
Netflix (NFLX)	0.2	$4.8M	+28%	45k	107.79	View chart
Altria (MO)	0.2	$4.7M	+2%	73k	64.94	View chart
Intercontinental Exchange (ICE)	0.2	$4.7M	+56%	29k	163.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.7M	-7%	21k	224.88	View chart
Merck & Co (MRK)	0.2	$4.7M		41k	115.46	View chart
Vaneck Fds Emerging Markets (EMBX)	0.2	$4.7M	NEW	90k	51.72	View chart
SYSCO Corporation (SYY)	0.2	$4.6M	+8%	62k	74.05	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.6M	+4%	11k	405.96	View chart
Telephone & Data Sys Com New (TDS)	0.2	$4.6M	-9%	101k	45.57	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$4.6M	+6%	47k	97.66	View chart
Johnson & Johnson (JNJ)	0.1	$4.6M	+11%	20k	234.54	View chart
Marvell Technology (MRVL)	0.1	$4.5M	-27%	34k	133.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.5M		15k	302.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.5M	-2%	16k	279.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.3M	-18%	9.5k	454.82	View chart
Bank of America Corporation (BAC)	0.1	$4.3M	+6%	80k	53.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.3M	+2%	7.1k	607.49	View chart
Pepsi (PEP)	0.1	$4.2M	+2%	27k	158.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.2M	-17%	72k	58.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$4.2M		18k	228.26	View chart
Walt Disney Company (DIS)	0.1	$4.2M	+6%	40k	103.90	View chart
Citigroup Com New (C)	0.1	$4.2M	+29%	32k	129.34	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$4.2M	+15%	14k	294.14	View chart
Bristol Myers Squibb (BMY)	0.1	$4.1M	-4%	70k	58.96	View chart
Advanced Micro Devices (AMD)	0.1	$4.1M	-6%	15k	278.26	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.1M	+27%	32k	128.13	View chart
CRH Ord (CRH)	0.1	$4.0M	+49%	35k	114.36	View chart
Morgan Stanley Com New (MS)	0.1	$4.0M	+16%	22k	187.32	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.0M	+537%	7.8k	515.98	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$3.9M		39k	99.94	View chart
Costco Wholesale Corporation (COST)	0.1	$3.8M	+19%	3.8k	987.09	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$3.7M	-6%	105k	35.74	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$3.7M	-15%	74k	50.56	View chart
Intel Corporation (INTC)	0.1	$3.7M	-17%	54k	68.50	View chart
Edison International (EIX)	0.1	$3.7M	-3%	51k	71.60	View chart
Caterpillar (CAT)	0.1	$3.7M	+6%	4.7k	772.66	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.7M		13k	278.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.6M	+2%	35k	103.01	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$3.6M	NEW	72k	49.84	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$3.6M		155k	22.91	View chart
Ishares Tr Cmbs Etf (CMBS)	0.1	$3.5M	-45%	72k	48.92	View chart
PG&E Corporation (PCG)	0.1	$3.5M		202k	17.37	View chart
PNC Financial Services (PNC)	0.1	$3.4M	+12%	15k	220.07	View chart
Oracle Corporation (ORCL)	0.1	$3.3M	+8%	19k	178.34	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$3.3M		42k	78.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$3.3M	-7%	143k	23.26	View chart
Abbvie (ABBV)	0.1	$3.3M		16k	208.99	View chart
Corning Incorporated (GLW)	0.1	$3.3M	+67%	20k	166.08	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$3.3M	-2%	114k	28.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.2M		10k	322.55	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.2M		32k	100.54	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.2M	+35%	22k	142.76	View chart
FedEx Corporation (FDX)	0.1	$3.1M		8.3k	380.90	View chart
Home Depot (HD)	0.1	$3.1M	+17%	9.3k	337.16	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.1M	-17%	6.8k	458.08	View chart
Technipfmc (FTI)	0.1	$3.1M	-2%	42k	72.80	View chart
Chubb (CB)	0.1	$3.1M	-10%	9.3k	328.42	View chart
Arista Networks Com Shs (ANET)	0.1	$3.1M	-6%	19k	161.01	View chart
Chevron Corporation (CVX)	0.1	$3.0M	+23%	16k	188.15	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$3.0M	+13%	33k	90.42	View chart
Reading Intl Cl A (RDI)	0.1	$3.0M	-3%	2.5M	1.18	View chart
Nvent Elec SHS (NVT)	0.1	$3.0M	-43%	23k	129.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.9M	+5%	96k	30.81	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.9M	+34%	39k	76.64	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.9M	+9%	50k	58.21	View chart
Applied Materials (AMAT)	0.1	$2.9M	+13%	7.4k	389.92	View chart
Palo Alto Networks (PANW)	0.1	$2.9M	+150%	17k	166.97	View chart
UnitedHealth (UNH)	0.1	$2.8M	-10%	9.0k	316.40	View chart
Goldman Sachs (GS)	0.1	$2.8M	+27%	3.1k	899.98	View chart
Danaher Corporation (DHR)	0.1	$2.8M	+55%	14k	193.78	View chart
Guardant Health (GH)	0.1	$2.8M	NEW	32k	85.70	View chart
Honeywell International (HON)	0.1	$2.8M	-41%	12k	229.38	View chart
Waste Management (WM)	0.1	$2.8M		12k	224.08	View chart
Procter & Gamble Company (PG)	0.1	$2.7M		19k	143.11	View chart
LSB Industries (LXU)	0.1	$2.7M	-42%	178k	14.99	View chart
Centene Corporation (CNC)	0.1	$2.6M	-23%	67k	39.00	View chart
Incyte Corporation (INCY)	0.1	$2.6M	-6%	27k	95.32	View chart
Sandisk Corp (SNDK)	0.1	$2.6M	-24%	2.8k	919.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.5M	+49%	4.9k	518.54	View chart
Freeport Mcmoran CL B (FCX)	0.1	$2.5M	-17%	37k	68.28	View chart
Capital One Financial (COF)	0.1	$2.5M	-12%	13k	200.72	View chart
S&p Global (SPGI)	0.1	$2.5M	-14%	5.8k	436.79	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$2.5M	-3%	97k	26.20	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$2.5M	NEW	72k	34.69	View chart
Repligen Corporation (RGEN)	0.1	$2.5M	+81%	20k	127.09	View chart
Ralph Lauren Corp Cl A (RL)	0.1	$2.5M	+40%	6.7k	369.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.4M		73k	33.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.4M	-26%	25k	95.41	View chart
Newmont Mining Corporation (NEM)	0.1	$2.4M	-2%	21k	113.41	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.4M		43k	55.32	View chart
Victory Portfolios Ii Victoryshares Fr (GFLW)	0.1	$2.3M	+19%	81k	28.83	View chart
Equinix (EQIX)	0.1	$2.3M	-30%	2.2k	1070.90	View chart
Howmet Aerospace (HWM)	0.1	$2.3M	+23%	9.3k	247.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.3M	+17%	24k	96.18	View chart
Airbnb Com Cl A (ABNB)	0.1	$2.3M	-4%	17k	137.81	View chart
Ciena Corp Com New (CIEN)	0.1	$2.3M	-16%	4.6k	495.17	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$2.3M		44k	51.62	View chart
Booking Holdings (BKNG)	0.1	$2.2M	+3264%	12k	184.56	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$2.2M	-3%	9.2k	238.32	View chart
General Motors Company (GM)	0.1	$2.2M	-3%	28k	78.05	View chart
Nextera Energy (NEE)	0.1	$2.2M	+40%	24k	91.83	View chart
Boeing Company (BA)	0.1	$2.2M	+31%	9.8k	218.88	View chart
Amgen (AMGN)	0.1	$2.1M	+30%	6.1k	349.40	View chart
Kla Corp Com New (KLAC)	0.1	$2.1M	+73%	1.2k	1735.17	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	+3%	11k	195.86	View chart
Phillips 66 (PSX)	0.1	$2.1M	-10%	13k	163.33	View chart
Eaton Corp SHS (ETN)	0.1	$2.1M	+47%	5.3k	392.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.1M	+17%	30k	68.63	View chart
American Express Company (AXP)	0.1	$2.1M		6.3k	325.77	View chart
Pfizer (PFE)	0.1	$2.0M	-18%	73k	27.22	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.0M	+181%	3.7k	531.81	View chart
Paypal Holdings (PYPL)	0.1	$2.0M	+184%	40k	49.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.0M		47k	41.24	View chart
Travelers Companies (TRV)	0.1	$1.9M	+60%	6.4k	298.82	View chart
Illumina (ILMN)	0.1	$1.9M	-8%	14k	132.72	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$1.9M		7.0k	272.62	View chart
Tapestry (TPR)	0.1	$1.9M		13k	150.69	View chart
TJX Companies (TJX)	0.1	$1.9M		12k	157.48	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$1.9M		38k	48.85	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.9M		35k	53.01	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$1.9M	+7%	42k	43.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.8M	-11%	2.3k	792.02	View chart
BorgWarner (BWA)	0.1	$1.8M		34k	53.30	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$1.8M		2.4k	746.00	View chart
WESCO International (WCC)	0.1	$1.8M	+40%	5.9k	307.85	View chart
Emcor (EME)	0.1	$1.8M	+6%	2.2k	792.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.8M		56k	31.59	View chart
Fortinet (FTNT)	0.1	$1.8M	+118%	21k	82.40	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.7M	-6%	13k	127.79	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.7M	-10%	16k	105.06	View chart
Delta Air Lines Com New (DAL)	0.1	$1.7M	-5%	24k	69.89	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.7M	-36%	3.9k	440.08	View chart
Progressive Corporation (PGR)	0.1	$1.7M	+39%	8.1k	203.47	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+5%	6.8k	242.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.6M	+15%	13k	126.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M	+22%	4.7k	348.68	View chart
Verisign (VRSN)	0.1	$1.6M	-12%	6.0k	273.85	View chart
ConocoPhillips (COP)	0.1	$1.6M	-8%	13k	121.57	View chart
Citizens Financial (CFG)	0.1	$1.6M		25k	64.41	View chart

Past Filings by Krilogy Financial

SEC 13F filings are viewable for Krilogy Financial going back to 2015

Krilogy Financial 2026 Q1 filed April 17, 2026
Krilogy Financial 2025 Q4 filed Jan. 27, 2026
Krilogy Financial 2025 Q3 filed Nov. 6, 2025
Krilogy Financial 2025 Q2 filed July 9, 2025
Krilogy Financial 2025 Q1 filed April 16, 2025
Krilogy Financial 2024 Q4 filed Jan. 15, 2025
Krilogy Financial 2024 Q3 filed Oct. 15, 2024
Krilogy Financial 2024 Q2 filed July 22, 2024
Krilogy Financial 2024 Q1 filed April 24, 2024
Krilogy Financial 2023 Q4 filed Jan. 26, 2024
Krilogy Financial 2023 Q3 filed Nov. 1, 2023
Krilogy Financial 2023 Q2 filed July 19, 2023
Krilogy Financial 2023 Q1 filed May 3, 2023
Krilogy Financial 2022 Q4 filed Feb. 13, 2023
Krilogy Financial 2022 Q3 filed Oct. 6, 2022
Krilogy Financial 2022 Q2 filed July 14, 2022

View all past filings

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