Krilogy Financial LLC

CIK
1659047
City
ST. LOUIS
State / Country
MO

Top Portfolio Positions

681 positions · $1,020,251,410 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
249,492 $63,318,574 6.21%
NVDA
Nvidia Corp
Technology
315,273 $54,983,611 5.39%
BKNG
Booking Holdings Inc.
Consumer Cyclical
11,945 $50,292,270 4.93%
AMZN
Amazon Com Inc
Consumer Cyclical
164,875 $34,338,516 3.37%
MSFT
Microsoft Corp
Technology
72,248 $26,744,042 2.62%
GOOGL
Alphabet Inc.
Communication Services
85,836 $24,683,000 2.42%
AVGO
Broadcom Inc.
Technology
57,896 $17,919,390 1.76%
PPTA
Perpetua Resources Corp.
Basic Materials
625,864 $17,599,295 1.72%
WMT
Walmart Inc.
Consumer Defensive
131,312 $16,319,455 1.60%
META
Meta Platforms, Inc.
Communication Services
28,145 $16,102,598 1.58%

Portfolio Trend

31 quarters · across all stocks

Holdings in MOBX

Export CSV

Shares Held

Position Value (USD)

3 of 3 shown
Report Date Value (USD) Shares
2026-03-31 $3,407 10,201
2025-12-31 $44,593 167,018
2025-09-30 $134,616 167,018