Klr Investment Advisors

Klr Investment Advisors as of March 31, 2024

Portfolio Holdings for Klr Investment Advisors

Klr Investment Advisors holds 185 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Etf Trust Commercial Real (DCRE) 7.7 $11M 210k 51.01
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 6.1 $8.4M 162k 52.02
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 3.3 $4.5M 185k 24.36
Wisdomtree Tr Yield Enhancd Us (AGGY) 3.1 $4.3M 101k 42.41
Microsoft Corporation (MSFT) 2.8 $3.9M 9.7k 400.96
Series Portfolios Tr Panagram Bbb B (CLOZ) 2.4 $3.3M 123k 26.80
NVIDIA Corporation (NVDA) 2.3 $3.2M 4.0k 795.18
Global X Fds X Emerging Mkt (EMBD) 2.3 $3.1M 140k 22.28
Apple (AAPL) 1.8 $2.4M 15k 165.84
Wisdomtree Tr Us Largecap Fund (EPS) 1.6 $2.2M 41k 53.38
Wisdomtree Tr Us Efficient Cor (NTSX) 1.5 $2.1M 53k 40.18
Novo-nordisk A S Adr (NVO) 1.5 $2.1M 17k 125.26
Wisdomtree Tr Intl Smcap Div (DLS) 1.3 $1.7M 28k 63.11
Wisdomtree Tr Us S Cap Qty Div (DGRS) 1.2 $1.7M 35k 47.14
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 1.2 $1.6M 52k 31.12
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $1.6M 45k 34.59
Check Point Software Tech Lt Ord (CHKP) 1.0 $1.4M 9.0k 158.79
Wisdomtree Tr Us Total Dividnd (DTD) 1.0 $1.4M 21k 68.13
Wisdomtree Tr Us Multifactor (USMF) 1.0 $1.4M 31k 44.44
Relx Sponsored Adr (RELX) 0.9 $1.3M 30k 41.79
Spotify Technology S A SHS (SPOT) 0.8 $1.2M 4.3k 272.24
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.2M 7.3k 157.95
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.1M 2.2k 502.12
Wisdomtree Tr Intl Qulty Div (IQDG) 0.8 $1.1M 31k 36.18
Wisdomtree Tr Em Ex St-owned (XSOE) 0.8 $1.1M 39k 28.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $1.1M 15k 72.91
Ase Technology Hldg Sponsored Ads (ASX) 0.8 $1.1M 108k 10.18
Amazon (AMZN) 0.8 $1.1M 6.1k 177.19
Wisdomtree Tr Futre Strat Fd (WTMF) 0.8 $1.1M 29k 36.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.0M 2.6k 408.78
Cohen & Steers Slt Pfd Incm (PSF) 0.7 $985k 52k 19.04
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $985k 4.1k 240.40
JPMorgan Chase & Co. (JPM) 0.7 $951k 5.0k 190.60
Home Depot (HD) 0.7 $928k 2.8k 336.11
Investment Managers Ser Tr I Axs Astoria Infl (PPI) 0.7 $904k 29k 30.89
Wisdomtree Tr Us Hgh Yld Corp (QHY) 0.6 $879k 20k 44.55
Wisdomtree Tr Mortgage Plus Bd (MTGP) 0.6 $826k 20k 42.44
Alphabet Cap Stk Cl A (GOOGL) 0.6 $821k 5.3k 156.28
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $818k 12k 65.96
Wisdomtree Tr Enhncd Cmmdty St (GCC) 0.6 $800k 41k 19.41
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $795k 6.8k 116.95
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.6 $792k 12k 67.51
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.5 $755k 16k 48.18
Abbvie (ABBV) 0.5 $726k 4.3k 169.42
Chevron Corporation (CVX) 0.5 $718k 4.4k 161.92
Ameriprise Financial (AMP) 0.5 $708k 1.7k 421.38
Union Pacific Corporation (UNP) 0.5 $706k 3.0k 234.47
Bentley Sys Com Cl B (BSY) 0.5 $705k 13k 53.20
GSK Sponsored Adr (GSK) 0.5 $701k 17k 40.59
Merck & Co (MRK) 0.5 $695k 5.5k 126.94
Tenaris S A Sponsored Ads (TS) 0.5 $692k 18k 37.76
Fair Isaac Corporation (FICO) 0.5 $634k 551.00 1150.66
BlackRock 0.5 $630k 829.00 760.11
Paychex (PAYX) 0.4 $619k 5.1k 121.23
Phillips 66 (PSX) 0.4 $604k 3.8k 157.05
Saia (SAIA) 0.4 $601k 1.2k 522.62
Accenture Plc Ireland Shs Class A (ACN) 0.4 $599k 1.9k 318.75
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.4 $593k 10k 59.26
Ryan Specialty Holdings Cl A (RYAN) 0.4 $588k 11k 51.52
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.4 $580k 12k 46.68
Agf Invts Tr Us Market Netrl (BTAL) 0.4 $579k 30k 19.14
West Pharmaceutical Services (WST) 0.4 $577k 1.5k 375.35
Wisdomtree Tr Putwrite Strat (PUTW) 0.4 $577k 18k 32.04
Nextera Energy (NEE) 0.4 $569k 8.7k 65.31
Heico Corp Cl A (HEI.A) 0.4 $556k 3.4k 161.87
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $529k 11k 46.48
Procter & Gamble Company (PG) 0.4 $516k 3.2k 161.54
Ishares Tr Gl Clean Ene Etf (ICLN) 0.4 $510k 39k 13.13
Amgen (AMGN) 0.4 $491k 1.8k 271.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $490k 5.3k 91.75
Pepsi (PEP) 0.4 $488k 2.8k 176.46
Exxon Mobil Corporation (XOM) 0.3 $483k 4.0k 120.56
Jack Henry & Associates (JKHY) 0.3 $479k 2.9k 164.84
Snap-on Incorporated (SNA) 0.3 $477k 1.8k 268.56
Arthur J. Gallagher & Co. (AJG) 0.3 $476k 2.0k 237.52
Teledyne Technologies Incorporated (TDY) 0.3 $471k 1.2k 404.08
Lockheed Martin Corporation (LMT) 0.3 $471k 1.0k 461.33
McDonald's Corporation (MCD) 0.3 $467k 1.7k 275.58
Philip Morris International (PM) 0.3 $466k 5.0k 94.06
Discover Financial Services (DFS) 0.3 $462k 3.6k 126.68
Integer Hldgs (ITGR) 0.3 $459k 3.9k 116.65
Sprouts Fmrs Mkt (SFM) 0.3 $441k 6.7k 65.43
Sterling Construction Company (STRL) 0.3 $441k 4.5k 97.41
Healthequity (HQY) 0.3 $440k 5.4k 81.19
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $433k 15k 29.38
AeroVironment (AVAV) 0.3 $433k 2.9k 149.72
Siteone Landscape Supply (SITE) 0.3 $431k 2.7k 157.00
EnPro Industries (NPO) 0.3 $428k 2.9k 148.63
Ncino (NCNO) 0.3 $417k 14k 29.64
Visa Com Cl A (V) 0.3 $412k 1.5k 272.33
Badger Meter (BMI) 0.3 $409k 2.3k 181.14
Starbucks Corporation (SBUX) 0.3 $409k 4.6k 88.18
Onto Innovation (ONTO) 0.3 $408k 2.4k 170.77
Aspen Technology (AZPN) 0.3 $407k 2.1k 197.08
Simpson Manufacturing (SSD) 0.3 $406k 2.2k 185.39
Cisco Systems (CSCO) 0.3 $403k 8.3k 48.53
Verisk Analytics (VRSK) 0.3 $401k 1.8k 223.17
Tyler Technologies (TYL) 0.3 $397k 965.00 411.41
Us Bancorp Del Com New (USB) 0.3 $396k 9.6k 41.05
Prologis (PLD) 0.3 $392k 3.8k 104.08
Thermo Fisher Scientific (TMO) 0.3 $390k 712.00 548.38
Boot Barn Hldgs (BOOT) 0.3 $390k 3.8k 103.18
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.3 $385k 9.3k 41.28
Shell Spon Ads (SHEL) 0.3 $377k 5.2k 72.39
Abbott Laboratories (ABT) 0.3 $376k 3.5k 107.61
Comfort Systems USA (FIX) 0.3 $374k 1.3k 295.23
Vipshop Hldgs Sponsored Ads A (VIPS) 0.3 $369k 24k 15.60
FactSet Research Systems (FDS) 0.3 $367k 837.00 438.43
Broadcom (AVGO) 0.3 $365k 298.00 1224.46
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.3 $363k 7.3k 49.89
Elf Beauty (ELF) 0.3 $362k 2.2k 161.46
ICF International (ICFI) 0.3 $361k 2.6k 139.85
Criteo S A Spons Ads (CRTO) 0.3 $356k 10k 35.52
O'reilly Automotive (ORLY) 0.3 $351k 322.00 1091.46
Cadence Design Systems (CDNS) 0.3 $351k 1.2k 285.02
Verizon Communications (VZ) 0.3 $350k 8.9k 39.25
LeMaitre Vascular (LMAT) 0.3 $349k 5.6k 62.77
Csw Industrials (CSWI) 0.3 $349k 1.5k 234.35
Linde SHS (LIN) 0.3 $347k 776.00 446.97
Eli Lilly & Co. (LLY) 0.3 $346k 473.00 731.33
Nice Sponsored Adr (NICE) 0.2 $345k 1.5k 224.42
Prestige Brands Holdings (PBH) 0.2 $343k 4.9k 69.80
Caterpillar (CAT) 0.2 $341k 951.00 358.91
Skyline Corporation (SKY) 0.2 $341k 4.6k 74.76
Meta Platforms Cl A (META) 0.2 $338k 701.00 481.73
Balchem Corporation (BCPC) 0.2 $335k 2.3k 143.72
Marriott Intl Cl A (MAR) 0.2 $332k 1.4k 237.41
Qualys (QLYS) 0.2 $330k 2.0k 168.44
Moog Cl A (MOG.A) 0.2 $324k 2.1k 154.82
Bank of America Corporation (BAC) 0.2 $324k 8.6k 37.73
SM Energy (SM) 0.2 $323k 6.6k 49.03
Microchip Technology (MCHP) 0.2 $322k 3.9k 83.53
Knife River Corp Common Stock (KNF) 0.2 $321k 4.2k 76.58
Moelis & Co Cl A (MC) 0.2 $318k 6.0k 53.22
Global X Fds Us Pfd Etf (PFFD) 0.2 $316k 16k 19.39
Valvoline Inc Common (VVV) 0.2 $314k 7.5k 41.83
Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $309k 4.2k 73.70
Ligand Pharmaceuticals Com New (LGND) 0.2 $308k 4.5k 68.53
Cohen & Steers (CNS) 0.2 $304k 4.4k 69.34
CRH Ord (CRH) 0.2 $303k 3.9k 77.60
Lamb Weston Hldgs (LW) 0.2 $298k 3.6k 82.12
Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) 0.2 $292k 56k 5.19
UFP Technologies (UFPT) 0.2 $292k 1.4k 213.08
Crane Holdings (CXT) 0.2 $290k 4.7k 61.79
Costco Wholesale Corporation (COST) 0.2 $288k 402.00 715.46
WNS HLDGS Com Shs (WNS) 0.2 $285k 6.0k 47.90
Lam Research Corporation 0.2 $279k 321.00 868.07
Merit Medical Systems (MMSI) 0.2 $278k 3.8k 73.25
NOVA MEASURING Instruments L (NVMI) 0.2 $277k 1.7k 162.78
UnitedHealth (UNH) 0.2 $270k 549.00 491.23
Progyny (PGNY) 0.2 $269k 8.1k 33.06
Certara Ord (CERT) 0.2 $268k 17k 16.16
Ameris Ban (ABCB) 0.2 $262k 5.6k 46.77
FTI Consulting (FCN) 0.2 $260k 1.2k 211.73
Clearwater Analytics Hldgs I Cl A (CWAN) 0.2 $258k 16k 16.51
Mastercard Incorporated Cl A (MA) 0.2 $257k 562.00 457.41
Vericel (VCEL) 0.2 $251k 5.5k 45.38
Tesla Motors (TSLA) 0.2 $248k 1.7k 142.18
Cdw (CDW) 0.2 $246k 1.0k 237.64
Power Integrations (POWI) 0.2 $244k 3.9k 63.08
Simply Good Foods (SMPL) 0.2 $243k 7.4k 32.91
Sap Se Spon Adr (SAP) 0.2 $240k 1.3k 178.18
Yeti Hldgs (YETI) 0.2 $239k 6.6k 36.36
Illinois Tool Works (ITW) 0.2 $237k 948.00 249.96
Super Micro Computer 0.2 $232k 324.00 717.02
Supernus Pharmaceuticals (SUPN) 0.2 $231k 7.8k 29.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $230k 459.00 500.93
Netflix (NFLX) 0.2 $225k 405.00 554.60
Transunion (TRU) 0.2 $224k 3.3k 67.59
Honda Motor Adr Ech Cnv In 3 (HMC) 0.2 $223k 6.4k 34.55
Honeywell International (HON) 0.2 $221k 1.1k 195.58
Silicon Motion Technology Sponsored Adr (SIMO) 0.2 $210k 2.9k 72.47
Adobe Systems Incorporated (ADBE) 0.2 $208k 446.00 466.89
Calix (CALX) 0.1 $205k 6.9k 29.56
Chuys Hldgs (CHUY) 0.1 $203k 6.7k 30.38
Crown Castle Intl (CCI) 0.1 $202k 2.1k 95.08
Lowe's Companies (LOW) 0.1 $202k 873.00 231.23
Advanced Drain Sys Inc Del (WMS) 0.1 $202k 1.3k 156.53
Mgp Ingredients Inc Common Sto (MGPI) 0.1 $201k 2.5k 80.52
Lennox International (LII) 0.1 $200k 436.00 459.29
Core Labs Nv (CLB) 0.1 $192k 11k 16.97
Dht Holdings Shs New (DHT) 0.1 $148k 13k 11.19
Wipro Spon Adr 1 Sh (WIT) 0.1 $113k 21k 5.52
Nomura Hldgs Sponsored Adr (NMR) 0.0 $64k 11k 5.88
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $43k 17k 2.51