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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
SLVIshares Silver Tr
Recent Activity
Increased 17.2%
0.26%
$3.833M
145,582 shares@ $26.34 avg price
TDSTelephone & Data Sys Inc
Recent Activity
Decreased -57.05%
0.26%
$3.832M
112,344 shares@ $34.12 avg price
AVGOBroadcom Inc
Recent Activity
Increased 2.38%
0.26%
$3.829M
16,517 shares@ $231.84 avg price
IBDUIshares Tr
Recent Activity
Decreased -4.11%
0.26%
$3.776M
165,620 shares@ $22.8 avg price
IBDSIshares Tr
Recent Activity
Increased 10.41%
0.25%
$3.65M
152,356 shares@ $23.97 avg price
IBDRIshares Tr
Recent Activity
Increased 9.46%
0.25%
$3.611M
150,033 shares@ $24.08 avg price
IBDTIshares Tr
Recent Activity
Increased 9.84%
0.24%
$3.586M
144,021 shares@ $24.91 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 184.66%
0.24%
$3.563M
156,961 shares@ $22.7 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.02%
0.24%
$3.563M
14,863 shares@ $239.71 avg price
KWEBKraneshares Trust
Recent Activity
New Position
0.24%
$3.521M
120,423 shares@ $29.24 avg price