Lowery Thomas, LLC Portfolio Holdings

Lowery Thomas, LLC

  • $153 Million
  • Q4 2024

Lowery Thomas, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $153 Million distributed in 56 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 $19.1M, Vanguard Index Fds S&P 500 ETF with a value of $15.6M, Invesco Exchange Traded Fd Tr with a value of $10.1M, Schwab Fundamental U S Large C with a value of $8.6M, and Spdr S&P 500 ETF Trust with a value of $8.4M.

Examining the 13F form we can see an increase of $5.43M in the current position value, from $147M to 153M.

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 $153 Million
ETFs: $147 Million
Technology: $3.97 Million
Consumer Cyclical: $1.03 Million
Communication Services: $664,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $153 Million
  • Prior Value $147 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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