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CIK: 0001919701
Total reported value
$204.7M
$204.7M
56 檔
30.2%
During the Q4 2024 filing period, Lowery Thomas, LLC (CIK: 0001919701) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $204.7M across 56 reported positions.
During Q4 2024, Lowery Thomas, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.47% | -0.01% | +308.91% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.15% | -0.23% | +2.31% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.56% | +0.33% | +1.04% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.61% | -0.39% | +211.35% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.47% | -0.33% | -1.27% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.34% | +0.29% | -0.12% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.71% | -0.05% | +200.70% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.70% | -0.32% | -0.25% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.14% | -0.05% | +0.30% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.04% | +1.76% | +3.15% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.86% | +0.15% | -0.58% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.83% | -0.36% | +8.13% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.34% | -0.72% | +28.58% | |
| 14 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.27% | +0.05% | +4.57% | |
| 15 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 2.16% | +0.11% | +3.00% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.13% | -0.22% | +63.35% | |
| 17 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.13% | -0.34% | +34.70% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.94% | -0.40% | +146.04% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.88% | -0.04% | -0.35% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | -0.02% | -0.80% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.55% | -0.09% | -1.31% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.50% | +0.08% | +239.25% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.29% | -0.10% | +7.43% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.25% | +0.02% | +0.69% | |
| 25 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.97% | -0.01% | -3.02% | |
| 26 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.87% | -0.01% | +4.77% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.80% | — | +209.64% | |
| 28 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.06% | +1.12% | |
| 29 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.70% | +0.07% | -3.26% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.02% | +0.29% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.04% | -12.87% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.02% | +80.69% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.09% | +0.15% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.61% | — | -34.48% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | +0.01% | +103.43% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | -0.01% | +0.54% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | -0.01% | +0.02% | |
| 38 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.50% | +0.09% | +38.01% | |
| 39 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.49% | +0.12% | NEW | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.41% | +0.39% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.03% | +12.96% | |
| 42 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.38% | +0.08% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.04% | +0.13% | |
| 44 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.28% | — | -35.29% | |
| 45 | QLD | Proshares Ultra Qqq | ETF-Other | 0.25% | +0.09% | +0.11% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.25% | — | -76.63% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.24% | -0.01% | -8.96% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.24% | -0.04% | +0.36% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.23% | +0.01% | -18.41% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.09% | — |
According to official SEC Form 13F filings, Lowery Thomas, LLC reported a total U.S. public equity portfolio value of $204.7M across 56 disclosed positions in Q4 2024.
During Q4 2024, Lowery Thomas, LLC's top holdings by market value included SCHG (12.5%)、VOO (10.2%)、QQQM (6.6%). The largest single position, SCHG, represented 12.5% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, VOO, QQQM) accounted for 30.2% of total reported equity market value during Q4 2024.
In Q4 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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