test

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
DFACDimensional Etf Trust
Recent Activity
Decreased -0.04%
0.29%
$4.299M
124,288 shares@ $34.6 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 105.89%
0.29%
$4.269M
188,057 shares@ $22.7 avg price
XOPSpdr Ser Tr
Recent Activity
New Position
0.29%
$4.259M
32,174 shares@ $132.38 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Increased 7.26%
0.28%
$4.12M
48,963 shares@ $84.15 avg price
IBDVIshares Tr
Recent Activity
Decreased -0.78%
0.28%
$4.09M
191,482 shares@ $21.37 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -4.44%
0.28%
$4.079M
46,753 shares@ $87.25 avg price
GEGe Aerospace
Recent Activity
Increased 21.92%
0.27%
$4.017M
24,082 shares@ $166.8 avg price
DFIPDimensional Etf Trust
Recent Activity
Increased 6.27%
0.27%
$3.965M
97,921 shares@ $40.5 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.28%
0.27%
$3.957M
23,371 shares@ $169.3 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 4.13%
0.26%
$3.836M
185,778 shares@ $20.65 avg price