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CIK: 0001919701
Total reported value
$204.7M
$204.7M
55 檔
28.6%
At the close of Q1 2025, Lowery Thomas, LLC disclosed equity holdings valued at approximately $204.7M, spread across 55 reported holdings.
During Q1 2025, 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 Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.90% | -0.01% | +1.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.28% | -0.23% | +1.22% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.26% | +0.33% | -0.86% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.87% | -0.39% | +0.09% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.79% | -0.33% | +5.70% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.24% | +0.29% | +1.49% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.99% | -0.05% | +0.37% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.52% | -0.32% | +0.81% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.14% | -0.05% | +0.25% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.99% | -0.36% | +1.33% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.77% | +0.15% | +4.15% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-Other | 2.70% | +1.76% | -3.34% | |
| 13 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.25% | -0.34% | +0.05% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.22% | -0.72% | -11.60% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.08% | -0.22% | -8.09% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.07% | +0.05% | -5.57% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.97% | -0.40% | -5.07% | |
| 18 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.96% | +0.11% | -5.86% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.83% | -0.09% | +13.92% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.82% | -0.04% | -0.68% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.65% | -0.02% | -0.99% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.53% | +0.08% | +2.55% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.40% | +0.08% | +254.14% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.24% | +0.02% | -2.28% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.10% | -1.66% | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.99% | -0.01% | +5.51% | |
| 27 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.83% | -0.01% | -0.97% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.80% | — | +0.30% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.73% | -0.06% | -1.25% | |
| 30 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.69% | +0.07% | -0.42% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.65% | +0.02% | -0.83% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.04% | -13.44% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.09% | +4.16% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.06% | — | |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.07% | +165.81% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | -0.02% | -12.82% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.53% | +0.01% | -2.42% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.53% | -0.09% | +148.63% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.52% | -0.01% | -4.30% | |
| 40 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.50% | +0.09% | +0.03% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.46% | +0.39% | -2.97% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | -0.01% | +4.87% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | -4.06% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.04% | — | |
| 45 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 0.29% | +0.12% | NEW | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | -0.04% | +0.50% | |
| 47 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.24% | -0.01% | -4.11% | |
| 48 | QLD | Proshares Ultra Qqq | ETF-Other | 0.23% | +0.09% | +4.22% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.19% | — | — | |
| 50 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.19% | +0.01% | -17.74% |
According to official SEC Form 13F filings, Lowery Thomas, LLC reported a total U.S. public equity portfolio value of $204.7M across 55 disclosed positions in Q1 2025.
During Q1 2025, Lowery Thomas, LLC's top holdings by market value included SCHG (11.9%)、VOO (10.3%)、QQQM (6.3%). The largest single position, SCHG, represented 11.9% of total portfolio value.
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In Q1 2025, 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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