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Tom Lewis

@Krilogy Financial Llc

Latest period2024 - Q4ReportedManaged Assets$1.499BTotal holdings221
Assets growth rate3.21%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Krilogy Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 221 positions.

Assets under management

The assets under management (AUM) of Krilogy Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.499B in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Tom Lewis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTEIshares Tr
Recent Activity
Exited
0%
$12.116M
504,830 shares@ $24.01 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$4.822M
10,478 shares@ $460.24 avg price
IBDPIshares Tr
Recent Activity
Exited
0%
$4.507M
178,772 shares@ $25.22 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$3.741M
177,134 shares@ $21.12 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$1.644M
16,639 shares@ $98.81 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Exited
0%
$1.619M
12,315 shares@ $131.44 avg price
IBHDIshares Tr
Recent Activity
Exited
0%
$1.617M
69,424 shares@ $23.29 avg price
BABoeing Co
Recent Activity
Exited
0%
$1.548M
10,184 shares@ $152.04 avg price
NKENike Inc
Recent Activity
Exited
0%
$1.32M
14,929 shares@ $88.41 avg price
WMGWarner Music Group Corp
Recent Activity
Exited
0%
$885,790
28,300 shares@ $31.3 avg price