Klr Investment Advisors

Klr Investment Advisors as of Dec. 31, 2023

Portfolio Holdings for Klr Investment Advisors

Klr Investment Advisors holds 181 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Etf Trust Commercial Real (DCRE) 6.8 $9.4M 185k 50.89
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 6.0 $8.3M 161k 51.41
Wisdomtree Tr Yield Enhancd Us (AGGY) 3.6 $5.0M 114k 44.02
Sprott Fds Tr Uranium Miners E (URNM) 2.8 $3.9M 82k 48.27
Microsoft Corporation (MSFT) 2.6 $3.6M 9.7k 376.04
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 2.6 $3.5M 158k 22.44
Global X Fds X Emerging Mkt (EMBD) 2.2 $3.0M 133k 22.60
Apple (AAPL) 2.1 $2.9M 15k 192.53
Wisdomtree Tr Us Largecap Fund (EPS) 1.8 $2.5M 49k 50.12
Wisdomtree Tr Us Efficient Cor (NTSX) 1.8 $2.5M 63k 39.30
NVIDIA Corporation (NVDA) 1.4 $2.0M 4.0k 495.22
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.3 $1.8M 53k 34.01
Novartis Sponsored Adr (NVS) 1.3 $1.8M 18k 100.97
Wisdomtree Tr Intl Smcap Div (DLS) 1.2 $1.7M 26k 63.85
Wisdomtree Tr Us S Cap Qty Div (DGRS) 1.2 $1.6M 34k 47.44
Wisdomtree Tr Em Ex St-owned (XSOE) 1.2 $1.6M 55k 28.88
Wisdomtree Tr Us Total Dividnd (DTD) 1.1 $1.6M 24k 65.38
Check Point Software Tech Lt Ord (CHKP) 1.1 $1.6M 10k 152.79
Sap Se Spon Adr (SAP) 1.1 $1.5M 9.9k 154.59
Wisdomtree Tr Intl Qulty Div (IQDG) 1.1 $1.5M 42k 36.27
Novo-nordisk A S Adr (NVO) 1.1 $1.5M 14k 103.45
Wisdomtree Tr Us Multifactor (USMF) 1.1 $1.5M 35k 42.05
Shell Spon Ads (SHEL) 1.1 $1.5M 22k 65.80
Ishares Tr Core S&p500 Etf (IVV) 0.9 $1.3M 2.6k 477.55
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.3M 18k 70.28
Wisdomtree Tr Futre Strat Fd (WTMF) 0.8 $1.2M 33k 35.07
Spotify Technology S A SHS (SPOT) 0.8 $1.1M 5.9k 187.91
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.8 $1.0M 23k 45.42
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 7.3k 140.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $978k 2.7k 356.66
Investment Managers Ser Tr I Axs Astoria Infl (PPI) 0.7 $942k 34k 27.39
Home Depot (HD) 0.7 $933k 2.7k 346.55
Ase Technology Hldg Sponsored Ads (ASX) 0.7 $928k 99k 9.41
JPMorgan Chase & Co. (JPM) 0.7 $902k 5.3k 170.10
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $887k 13k 66.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $876k 7.8k 111.63
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.6 $875k 20k 43.88
Cohen & Steers Slt Pfd Incm (PSF) 0.6 $863k 46k 18.90
Fair Isaac Corporation (FICO) 0.6 $847k 728.00 1164.01
Amazon (AMZN) 0.6 $825k 5.4k 151.94
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.6 $800k 47k 16.93
Alphabet Cap Stk Cl A (GOOGL) 0.5 $737k 5.3k 139.69
Accenture Plc Ireland Shs Class A (ACN) 0.5 $713k 2.0k 350.91
Bentley Sys Com Cl B (BSY) 0.5 $710k 14k 52.18
Union Pacific Corporation (UNP) 0.5 $708k 2.9k 245.62
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $687k 7.1k 96.39
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.5 $664k 14k 46.84
BlackRock (BLK) 0.5 $662k 816.00 811.80
Wisdomtree Tr Putwrite Strat (PUTW) 0.5 $656k 21k 31.70
Abbvie (ABBV) 0.5 $652k 4.2k 154.97
Chevron Corporation (CVX) 0.5 $642k 4.3k 149.16
Honeywell International (HON) 0.5 $641k 3.1k 209.71
Ameriprise Financial (AMP) 0.4 $612k 1.6k 379.83
Agf Invts Tr Us Market Netrl (BTAL) 0.4 $611k 34k 17.99
Merck & Co (MRK) 0.4 $608k 5.5k 109.79
Amgen (AMGN) 0.4 $603k 2.1k 288.02
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $597k 13k 45.71
Phillips 66 (PSX) 0.4 $594k 4.5k 133.14
Paychex (PAYX) 0.4 $581k 4.9k 119.11
West Pharmaceutical Services (WST) 0.4 $580k 1.6k 352.12
Prologis (PLD) 0.4 $548k 4.1k 133.30
Teledyne Technologies Incorporated (TDY) 0.4 $541k 1.2k 446.29
Pepsi (PEP) 0.4 $541k 3.2k 171.05
Philip Morris International (PM) 0.4 $534k 5.6k 95.38
Ryan Specialty Holdings Cl A (RYAN) 0.4 $516k 12k 43.02
Heico Corp Cl A (HEI.A) 0.4 $508k 3.6k 142.44
Jack Henry & Associates (JKHY) 0.4 $508k 3.1k 163.41
McDonald's Corporation (MCD) 0.4 $504k 1.7k 296.51
Arthur J. Gallagher & Co. (AJG) 0.4 $496k 2.2k 224.88
Sterling Construction Company (STRL) 0.4 $490k 5.6k 87.93
Snap-on Incorporated (SNA) 0.4 $487k 1.7k 288.84
EnPro Industries (NPO) 0.3 $481k 3.1k 156.74
Procter & Gamble Company (PG) 0.3 $479k 3.3k 146.54
Elf Beauty (ELF) 0.3 $476k 3.3k 144.34
PGT 0.3 $475k 12k 40.70
Aspen Technology (AZPN) 0.3 $474k 2.2k 220.15
Saia (SAIA) 0.3 $474k 1.1k 438.22
Cisco Systems (CSCO) 0.3 $474k 9.4k 50.52
Siteone Landscape Supply (SITE) 0.3 $468k 2.9k 162.50
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $464k 17k 27.69
Lockheed Martin Corporation (LMT) 0.3 $462k 1.0k 453.24
Verisk Analytics (VRSK) 0.3 $460k 1.9k 238.86
Qualys (QLYS) 0.3 $447k 2.3k 196.28
Us Bancorp Del Com New (USB) 0.3 $445k 10k 43.77
Tesla Motors (TSLA) 0.3 $439k 1.8k 248.48
Simpson Manufacturing (SSD) 0.3 $438k 2.2k 197.98
Ncino (NCNO) 0.3 $436k 13k 33.63
Starbucks Corporation (SBUX) 0.3 $429k 4.5k 96.01
FactSet Research Systems (FDS) 0.3 $429k 900.00 477.05
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $428k 11k 40.68
Lamb Weston Hldgs (LW) 0.3 $426k 3.9k 108.09
Tyler Technologies (TYL) 0.3 $426k 1.0k 418.12
Abbott Laboratories (ABT) 0.3 $424k 3.9k 110.07
Cooper Cos Com New 0.3 $423k 1.1k 378.44
UnitedHealth (UNH) 0.3 $422k 802.00 526.47
Nextera Energy (NEE) 0.3 $418k 6.9k 60.74
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $416k 8.3k 49.92
Relx Sponsored Adr (RELX) 0.3 $414k 10k 39.66
Comfort Systems USA (FIX) 0.3 $410k 2.0k 205.67
MarketAxess Holdings (MKTX) 0.3 $405k 1.4k 292.85
Exxon Mobil Corporation (XOM) 0.3 $402k 4.0k 99.98
Netease Sponsored Ads (NTES) 0.3 $397k 4.3k 93.16
Onto Innovation (ONTO) 0.3 $397k 2.6k 152.90
Integer Hldgs (ITGR) 0.3 $396k 4.0k 99.08
Visa Com Cl A (V) 0.3 $394k 1.5k 260.35
Sprouts Fmrs Mkt (SFM) 0.3 $393k 8.2k 48.11
Healthequity (HQY) 0.3 $392k 5.9k 66.30
Discover Financial Services (DFS) 0.3 $390k 3.5k 112.40
Vipshop Hldgs Sponsored Ads A (VIPS) 0.3 $385k 22k 17.76
AeroVironment (AVAV) 0.3 $380k 3.0k 126.04
CRH Ord (CRH) 0.3 $380k 5.3k 71.06
Thermo Fisher Scientific (TMO) 0.3 $376k 708.00 531.14
Badger Meter (BMI) 0.3 $374k 2.4k 154.37
Balchem Corporation (BCPC) 0.3 $373k 2.5k 149.54
ICF International (ICFI) 0.3 $365k 2.7k 134.23
Verizon Communications (VZ) 0.3 $362k 9.6k 37.70
Global X Fds Us Pfd Etf (PFFD) 0.3 $360k 19k 19.50
Skyline Corporation (SKY) 0.3 $359k 4.8k 74.26
Cohen & Steers (CNS) 0.3 $354k 4.7k 75.73
LeMaitre Vascular (LMAT) 0.3 $351k 6.2k 56.76
Boot Barn Hldgs (BOOT) 0.3 $348k 4.5k 76.76
Nice Sponsored Adr (NICE) 0.2 $344k 1.7k 199.51
Medpace Hldgs (MEDP) 0.2 $343k 1.1k 306.53
Power Integrations (POWI) 0.2 $341k 4.2k 82.11
Clearwater Analytics Hldgs I Cl A (CWAN) 0.2 $339k 17k 20.03
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $339k 8.0k 42.18
Calix (CALX) 0.2 $337k 7.7k 43.69
Moog Cl A (MOG.A) 0.2 $336k 2.3k 144.78
Cadence Design Systems (CDNS) 0.2 $334k 1.2k 272.37
Broadcom (AVGO) 0.2 $334k 299.00 1116.25
Yeti Hldgs (YETI) 0.2 $333k 6.4k 51.78
Wipro Spon Adr 1 Sh (WIT) 0.2 $332k 60k 5.57
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $330k 4.4k 75.89
Monday SHS (MNDY) 0.2 $328k 1.7k 187.81
Linde SHS (LIN) 0.2 $320k 780.00 410.71
Marriott Intl Cl A (MAR) 0.2 $315k 1.4k 225.51
Certara Ord (CERT) 0.2 $314k 18k 17.59
Simply Good Foods (SMPL) 0.2 $311k 7.8k 39.60
O'reilly Automotive (ORLY) 0.2 $311k 327.00 950.08
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $310k 20k 15.57
WNS HLDGS Spon Adr 0.2 $306k 4.8k 63.20
Prestige Brands Holdings (PBH) 0.2 $303k 4.9k 61.22
Ameris Ban (ABCB) 0.2 $297k 5.6k 53.20
Valvoline Inc Common (VVV) 0.2 $296k 7.9k 37.58
CONMED Corporation (CNMD) 0.2 $295k 2.7k 109.71
Caterpillar (CAT) 0.2 $291k 985.00 295.67
Cdw (CDW) 0.2 $285k 1.3k 227.32
Bank of America Corporation (BAC) 0.2 $285k 8.5k 33.67
FTI Consulting (FCN) 0.2 $284k 1.4k 199.15
Perion Network Shs New (PERI) 0.2 $282k 9.1k 30.87
Criteo S A Spons Ads (CRTO) 0.2 $280k 11k 25.32
SM Energy (SM) 0.2 $279k 7.2k 38.72
Crown Castle Intl (CCI) 0.2 $278k 2.4k 115.19
Eli Lilly & Co. (LLY) 0.2 $274k 470.00 582.92
Costco Wholesale Corporation (COST) 0.2 $271k 402.00 675.08
Adobe Systems Incorporated (ADBE) 0.2 $270k 452.00 596.60
AMN Healthcare Services (AMN) 0.2 $270k 3.6k 74.88
Brooks Automation (AZTA) 0.2 $269k 4.1k 65.14
Progyny (PGNY) 0.2 $268k 7.2k 37.18
Mgp Ingredients Inc Common Sto (MGPI) 0.2 $267k 2.7k 98.52
Illinois Tool Works (ITW) 0.2 $266k 1.0k 263.34
Honda Motor Adr Ech Cnv In 3 (HMC) 0.2 $263k 8.5k 30.91
Moelis & Co Cl A (MC) 0.2 $262k 4.7k 56.13
Chuys Hldgs (CHUY) 0.2 $256k 6.7k 38.23
Lam Research Corporation (LRCX) 0.2 $252k 321.00 785.26
Five9 (FIVN) 0.2 $244k 3.1k 78.69
Transunion (TRU) 0.2 $243k 3.5k 68.71
BP Sponsored Adr (BP) 0.2 $240k 6.8k 35.40
Meta Platforms Cl A (META) 0.2 $239k 676.00 353.96
Wec Energy Group (WEC) 0.2 $233k 2.8k 84.17
Supernus Pharmaceuticals (SUPN) 0.2 $229k 7.9k 28.94
Extreme Networks (EXTR) 0.2 $224k 13k 17.64
Zoetis Cl A (ZTS) 0.2 $221k 1.1k 197.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $221k 462.00 477.22
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.2 $216k 8.4k 25.76
Core Labs Nv (CLB) 0.2 $214k 12k 17.66
Teradyne (TER) 0.1 $205k 1.9k 108.52
Lennox International (LII) 0.1 $204k 454.00 448.62
Silicon Motion Technology Sponsored Adr (SIMO) 0.1 $203k 3.3k 61.27
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.1 $111k 20k 5.42
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $105k 43k 2.44