Tom Lewis

@Krilogy Financial Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.499B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BMYBristol-myers Squibb Co Recent Activity New Position	0.04%	$570,398 10,085 shares@ $56.56 avg price	New Position
SIRISiriusxm Holdings Inc Recent Activity New Position	0.04%	$556,731 24,418 shares@ $22.81 avg price	New Position
JDOCJ P Morgan Exchange Traded F Recent Activity New Position	0.04%	$516,629 10,212 shares@ $50.6 avg price	New Position
IHAKIshares Tr Recent Activity New Position	0.04%	$504,294 10,336 shares@ $48.8 avg price	New Position
URAGlobal X Fds Recent Activity New Position	0.03%	$355,264 13,266 shares@ $26.79 avg price	New Position
CAPRCapricor Therapeutics Inc Recent Activity New Position	0.02%	$287,040 20,800 shares@ $13.8 avg price	New Position
ASANAsana Inc Recent Activity New Position	0.02%	$279,747 13,801 shares@ $20.28 avg price	New Position
SGASaga Communications Inc Recent Activity New Position	0.02%	$264,720 24,000 shares@ $11.03 avg price	New Position
FHNFirst Horizon Corporation Recent Activity New Position	0.02%	$260,834 12,951 shares@ $20.15 avg price	New Position
INTCIntel Corp Recent Activity New Position	0.02%	$253,115 12,624 shares@ $20.06 avg price	New Position