Lowery Thomas, LLC Portfolio Holdings

Lowery Thomas, LLC

  • $147 Million
  • Q3 2024

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.

Portfolio value $147 Million
ETFs: $143 Million
Technology: $3.72 Million
Consumer Cyclical: $482,000
Communication Services: $433,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$1.71 Million 1.16% of portfolio
7,337
Q3 2024 Reduced 3.55%
$89.2B
$780,000 0.53% of portfolio
1,009
Q2 2024 Reduced 9.26%
$336B
$698,000 0.47% of portfolio
5,752
Q2 2024 Added 934.53%
$3.25T
$534,000 0.36% of portfolio
1,242
Q3 2024 Added 0.16%
$2.29T
$482,000 0.33% of portfolio
2,590
Q2 2024 Reduced 0.69%
$1.32T
$433,000 0.29% of portfolio
757
Q1 2024 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $147 Million
  • Prior Value $137 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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