Lowery Thomas, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $17.5M, Vanguard Index Fds S&P 500 ETF with a value of $14.9M, Invesco Exchange Traded Fd Tr with a value of $9.5M, Schwab Fundamental U S Large C with a value of $8.37M, and Spdr S&P 500 ETF Trust with a value of $8.33M.
Examining the 13F form we can see an increase of $10.3M in the current position value, from $137M to 147M.
Lowery Thomas, LLC is based out at San Francisco, CA
Below you can find more details about Lowery Thomas, LLC portfolio as well as his latest detailed transactions.
