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CIK: 0001919701
Total reported value
$204.7M
$204.7M
52 檔
28.6%
The Q3 2024 SEC filing reveals that Lowery Thomas, LLC held a total portfolio value of $204.7M, covering 52 public equity positions.
During Q3 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 28.6% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.86% | -0.01% | +3.37% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.11% | -0.23% | +4.78% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.45% | +0.33% | +6.67% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.68% | -0.39% | +7.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.65% | -0.33% | +0.32% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.31% | +0.29% | -5.34% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.96% | -0.05% | +2.90% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.61% | -0.32% | -2.69% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.18% | -0.05% | -6.63% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.11% | +1.76% | +8.12% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.95% | +0.15% | -3.21% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.82% | -0.36% | +6.55% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.77% | -0.22% | -32.12% | |
| 14 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 2.24% | +0.11% | +3.73% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.20% | +0.05% | +5.60% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.98% | -0.72% | — | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.82% | -0.04% | -8.03% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.72% | -0.40% | — | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.71% | -0.02% | -3.32% | |
| 20 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 1.66% | -0.34% | — | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.62% | -0.09% | -1.33% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.34% | +0.08% | +21.67% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.24% | +0.02% | +6.38% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.16% | -0.10% | -3.55% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.11% | — | -80.97% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.09% | — | — | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.06% | -0.01% | -3.01% | |
| 28 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.87% | -0.01% | +10.74% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.04% | -0.83% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.81% | — | +0.25% | |
| 31 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.75% | +0.07% | +7.00% | |
| 32 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.06% | +0.56% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.02% | +0.33% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.62% | +0.09% | +1.69% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.01% | +1.91% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.54% | -0.01% | +0.52% | |
| 37 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.53% | — | — | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.53% | +0.39% | — | |
| 39 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.49% | +0.12% | NEW | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | -0.01% | — | |
| 41 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.36% | +0.09% | +3.70% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.03% | +0.16% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.02% | — | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.31% | +0.01% | +0.10% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.04% | — | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.29% | -0.01% | +1.05% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | -0.04% | +0.80% | |
| 48 | QLD | Proshares Ultra Qqq | ETF-Other | 0.24% | +0.09% | +2.99% | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.20% | -0.12% | EXIT | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.15% | +0.16% | +8.85% |
According to official SEC Form 13F filings, Lowery Thomas, LLC reported a total U.S. public equity portfolio value of $204.7M across 52 disclosed positions in Q3 2024.
During Q3 2024, Lowery Thomas, LLC's top holdings by market value included SCHG (11.9%)、VOO (10.1%)、QQQM (6.5%). The largest single position, SCHG, represented 11.9% of total portfolio value.
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In Q3 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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