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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
CZRCaesars Entertainment Inc Ne
Recent Activity
Exited
0%
$630,734
15,111 shares@ $41.75 avg price
ILFIshares Tr
Recent Activity
Exited
0%
$628,292
24,249 shares@ $25.92 avg price
TRTootsie Roll Inds Inc
Recent Activity
Exited
0%
$312,364
10,086 shares@ $30.98 avg price
INSEInspired Entmt Inc
Recent Activity
Exited
0%
$296,640
32,000 shares@ $9.27 avg price
BEAMBeam Therapeutics Inc
Recent Activity
Exited
0%
$267,859
10,933 shares@ $24.51 avg price
PGFInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$206,061
13,158 shares@ $15.67 avg price