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CIK: 0001919701
Total reported value
$204.7M
$204.7M
46 檔
26.9%
In Q2 2024, Lowery Thomas, LLC's U.S. equity holdings reached a combined market value of $204.7M, distributed across 46 disclosed stock positions.
During Q2 2024, Lowery Thomas, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, VOO, QQQM) accounted for 26.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.94% | -0.01% | +4.39% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.83% | -0.23% | +4.49% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.38% | +0.33% | +8.58% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.28% | — | -7.05% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.74% | -0.33% | -0.92% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.32% | -0.39% | +3.64% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.81% | +0.29% | -2.11% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.31% | -0.22% | -5.08% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.87% | -0.32% | -1.91% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.82% | -0.05% | +1.90% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.46% | -0.05% | +0.23% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.29% | +1.76% | +7.57% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.03% | +0.15% | -0.69% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.71% | -0.36% | +6.24% | |
| 15 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 2.14% | +0.11% | +4.89% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.12% | +0.05% | +3.85% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.00% | -0.04% | -2.19% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.84% | -0.02% | -0.40% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.64% | -0.09% | -1.10% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.19% | +0.02% | +2.68% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.17% | -0.10% | +0.66% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.13% | +0.08% | +41.63% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.07% | -0.01% | -1.53% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.04% | -14.37% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.81% | — | -1.32% | |
| 26 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.80% | -0.01% | +6.68% | |
| 27 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.06% | +1.77% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.71% | +0.02% | +0.27% | |
| 29 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.69% | +0.07% | +7.85% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.09% | +13.12% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.61% | +0.39% | -9.26% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | +0.01% | +0.21% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.01% | -2.48% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.01% | +934.53% | |
| 35 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.45% | +0.12% | NEW | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | +8.96% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.02% | -0.69% | |
| 38 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.36% | +0.09% | — | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.30% | +0.01% | -8.71% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.04% | — | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.27% | -0.01% | -16.70% | |
| 42 | QLD | Proshares Ultra Qqq | ETF-Other | 0.25% | +0.09% | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | -0.04% | — | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.21% | -0.12% | EXIT | |
| 45 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.16% | +0.16% | -3.23% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.08% | — |
According to official SEC Form 13F filings, Lowery Thomas, LLC reported a total U.S. public equity portfolio value of $204.7M across 46 disclosed positions in Q2 2024.
During Q2 2024, Lowery Thomas, LLC's top holdings by market value included SCHG (11.9%)、VOO (9.8%)、QQQM (6.4%). The largest single position, SCHG, represented 11.9% of total portfolio value.
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In Q2 2024, Lowery Thomas, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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