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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
TLTIshares Tr
Recent Activity
Decreased -10.09%
1.31%
$19.62M
224,660 shares@ $87.34 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 11.88%
1.31%
$19.596M
758,206 shares@ $25.85 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 99.77%
1.3%
$19.348M
384,124 shares@ $50.37 avg price
IBTOIshares Tr
Recent Activity
Increased 5.81%
1.25%
$18.722M
792,315 shares@ $23.64 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 4.23%
1.24%
$18.592M
302,947 shares@ $61.38 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 13.58%
1.21%
$18.014M
436,491 shares@ $41.27 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1.47%
1.16%
$17.339M
77,284 shares@ $224.35 avg price
IBTFIshares Tr
Recent Activity
Increased 28.54%
0.98%
$14.555M
624,158 shares@ $23.32 avg price
IBTGIshares Tr
Recent Activity
Increased 21.93%
0.91%
$13.607M
596,544 shares@ $22.81 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 1.19%
0.89%
$13.287M
137,251 shares@ $96.81 avg price