Lowery Thomas, LLC Portfolio Holdings

Lowery Thomas, LLC

  • $154 Million
  • Q2 2025

Lowery Thomas, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Million distributed in 53 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 $19.9M, Vanguard Index Fds S&P 500 ETF with a value of $15.7M, Invesco Exchange Traded Fd Tr with a value of $10.1M, Spdr S&P 500 ETF Trust with a value of $9.33M, and Schwab Fundamental U S Large C with a value of $8.62M.

Examining the 13F form we can see an increase of $9.43M in the current position value, from $144M to 154M.

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 $154 Million
ETFs: $147 Million
Technology: $4.07 Million
Consumer Cyclical: $1.75 Million
Communication Services: $763,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$1.59 Million 1.04% of portfolio
7,753
Q2 2025 Added 0.03%
$416B
$1.05 Million 0.68% of portfolio
6,653
Q2 2025 Added 10.28%
$2.32T
$895,000 0.58% of portfolio
4,080
Q1 2025 Reduced 12.82%
$1.05T
$853,000 0.56% of portfolio
2,687
Q2 2025 Reduced 17.25%
$3.77T
$619,000 0.4% of portfolio
1,246
Q2 2025 Reduced 7.43%
$1.58T
$560,000 0.36% of portfolio
759
Q2 2025 Added 0.13%
$1.17T
$203,000 0.13% of portfolio
1,146
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $154 Million
  • Prior Value $144 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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