Krilogy Financial LLC Q3 2024 Filing

Filed October 15, 2024

Portfolio Value

$1.5B

Holdings

213

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (213 positions)

#StockSharesValue% PortfolioType
1
SCHGSCHWAB STRATEGIC TR
736,735$76.8T5282527.60%
2
SCHVSCHWAB STRATEGIC TR
879,549$70.7T4865194.16%
3
DFAUDIMENSIONAL ETF TRUST
1,396,131$55.4T3813762.59%
4
AAPLAPPLE INC
231,489$53.9T3712213.69%
5
IBMSISHARES TR
1,775,036$41.7T2868478.90%
6
XLKSELECT SECTOR SPDR TR
170,987$38.6T2656777.89%
7
PYLDPIMCO ETF TR
1,443,539$38.5T2647719.48%
8
MINTPIMCO ETF TR
374,532$37.7T2595503.39%
9
SCHESCHWAB STRATEGIC TR
1,290,170$37.6T2591066.72%
10
AVUVAMERICAN CENTY ETF TR
387,296$37.2T2557611.98%
11
VOEVANGUARD INDEX FDS
215,993$36.2T2492531.32%
12
VFLOVICTORY PORTFOLIOS II
899,915$30.0T2062491.81%
13
SCHFSCHWAB STRATEGIC TR
689,756$28.4T1952068.67%
14
IWPISHARES TR
240,942$28.3T1945002.27%
15
NVDANVIDIA CORPORATION
203,663$24.7T1702241.29%
16
TLTISHARES TR
249,883$24.5T1687142.73%
17
SLYGSPDR SER TR
253,020$23.6T1621425.57%
18
XLVSELECT SECTOR SPDR TR
137,969$21.2T1462530.01%
19
AMZNAMAZON COM INC
112,474$21.0T1442388.71%
20
MSFTMICROSOFT CORP
46,266$19.9T1370198.35%
21
AVDEAMERICAN CENTY ETF TR
290,656$19.5T1340897.34%
22
DFICDIMENSIONAL ETF TRUST
677,706$19.1T1312537.30%
23
XLFSELECT SECTOR SPDR TR
418,280$19.0T1304676.80%
24
IBTOISHARES TR
748,812$18.8T1294042.58%
25
DFCFDIMENSIONAL ETF TRUST
384,328$16.6T1142436.13%
26
XLYSELECT SECTOR SPDR TR
76,165$15.3T1050345.23%
27
XLISELECT SECTOR SPDR TR
91,864$12.4T856326.19%
28
DFSVDIMENSIONAL ETF TRUST
402,658$12.4T853557.70%
29
XLFISELECT SECTOR SPDR TR
148,167$12.3T846398.80%
30
XLCSELECT SECTOR SPDR TR
135,638$12.3T843912.01%
31
IBTEISHARES TR
504,830$12.1T833879.05%
32
ZROZPIMCO ETF TR
143,205$11.8T812338.61%
33
AQLTISHARES TR
485,598$11.4T782726.16%
34
IBTGISHARES TR
489,282$11.3T776710.44%
35
VUGVANGUARD INDEX FDS
29,193$11.2T771406.03%
36
METAMETA PLATFORMS INC
19,203$11.0T756562.88%
37
IBTLISHARES TR
514,400$10.7T737102.74%
38
JPSTJ P MORGAN EXCHANGE TRADED F
192,285$9.8T671495.09%
39
PPTAPERPETUA RESOURCES CORP
1,022,634$9.6T658079.23%
40
GOOGLALPHABET INC
57,586$9.6T657319.68%
41
JEPIJ P MORGAN EXCHANGE TRADED F
150,139$8.9T614934.75%
42
DISVDIMENSIONAL ETF TRUST
279,301$8.1T558616.96%
43
GOOGALPHABET INC
47,709$8.0T548986.28%
44
SCHHSCHWAB STRATEGIC TR
341,585$7.9T544716.99%
45
XLUSELECT SECTOR SPDR TR
96,294$7.8T535366.63%
46
DFEMDIMENSIONAL ETF TRUST
268,425$7.6T520052.17%
47
SPYSPDR S&P 500 ETF TR
13,025$7.5T514333.70%
48
SCHXSCHWAB STRATEGIC TR
104,988$7.1T490268.90%
49
AEEAMEREN CORP
77,901$6.8T468922.61%
50
SPTLSPDR SER TR
234,004$6.8T468182.95%
51
IBTKISHARES TR
325,887$6.5T449592.49%
52
CMBSISHARES TR
130,290$6.4T438766.52%
53
VNQVANGUARD INDEX FDS
64,843$6.3T434766.55%
54
TDSTELEPHONE & DATA SYS INC
261,594$6.1T418597.97%
55
XLESELECT SECTOR SPDR TR
67,555$5.9T408221.36%
56
PSTPINNOVATOR ETFS TRUST
174,525$5.5T378790.95%
57
GQ9SPDR GOLD TR
21,974$5.3T367594.50%
58
TLHISHARES TR
48,460$5.3T364642.45%
59
TSLATESLA INC
19,541$5.1T351874.86%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
10,478$4.8T331900.60%
61
GDXVANECK ETF TRUST
118,918$4.7T325908.15%
62
ACTGACACIA RESH CORP
968,600$4.5T310653.84%
63
IBDPISHARES TR
178,772$4.5T310183.56%
64
IBDXISHARES TR
175,080$4.5T309802.54%
65
IBDWISHARES TR
210,953$4.5T308089.90%
66
XLBSELECT SECTOR SPDR TR
45,651$4.4T302822.17%
67
VTIVANGUARD INDEX FDS
15,456$4.4T301216.41%
68
IBTHISHARES TR
192,398$4.4T299728.83%
69
SCHZSCHWAB STRATEGIC TR
91,340$4.3T298734.51%
70
AMDADVANCED MICRO DEVICES INC
26,296$4.3T296961.10%
71
EMREMERSON ELEC CO
39,366$4.3T296324.95%
72
VVISA INC
15,637$4.3T295909.11%
73
JEPQJ P MORGAN EXCHANGE TRADED F
77,929$4.3T294616.85%
74
IBDVISHARES TR
192,994$4.3T294480.03%
75
MUMICRON TECHNOLOGY INC
41,209$4.3T294145.33%
76
IBDYISHARES TR
161,688$4.3T293784.00%
77
DFACDIMENSIONAL ETF TRUST
124,345$4.3T293456.19%
78
SLYVSPDR SER TR
48,927$4.2T292355.74%
79
WMTWALMART INC
51,841$4.2T288112.68%
80
MOALTRIA GROUP INC
81,973$4.2T287955.55%
81
AQN.TOALGONQUIN PWR UTILS CORP
748,000$4.1T280572.07%
82
VTVVANGUARD INDEX FDS
23,307$4.1T280022.78%
83
IBDUISHARES TR
172,728$4.1T279487.12%
84
DFIPDIMENSIONAL ETF TRUST
92,146$3.9T268138.77%
85
BSCOINVESCO EXCH TRD SLF IDX FD
177,134$3.7T257479.01%
86
GEGE AEROSPACE
19,753$3.7T256373.13%
87
BSCPINVESCO EXCH TRD SLF IDX FD
178,421$3.7T253578.35%
88
SCHBSCHWAB STRATEGIC TR
55,140$3.7T252442.46%
89
RSPINVESCO EXCHANGE TRADED FD T
19,931$3.6T245761.00%
90
SLVISHARES SILVER TR
124,224$3.5T242897.53%
91
ARKGARK ETF TR
136,917$3.5T241236.92%
92
ESMLISHARES TR
82,963$3.5T238789.30%
93
BILSPDR SER TR
37,697$3.5T238198.23%
94
RDIREADING INTL INC
2,113,610$3.4T237114.92%
95
IEFISHARES TR
34,429$3.4T232501.58%
96
IBDQISHARES TR
134,299$3.4T232002.60%
97
IBDSISHARES TR
137,992$3.4T231449.32%
98
IBDTISHARES TR
131,129$3.3T230407.17%
99
DISDISNEY WALT CO
34,718$3.3T229843.84%
100
IBDRISHARES TR
137,076$3.3T229252.49%
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