Lowery Thomas, LLC Portfolio Holdings

Lowery Thomas, LLC

  • $137 Million
  • Q2 2024

Lowery Thomas, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $137 Million distributed in 46 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 $16.4M, Vanguard Index Fds S&P 500 ETF with a value of $13.5M, Invesco Exchange Traded Fd Tr with a value of $8.74M, Spdr Bloomberg 1 3 Month T Bil with a value of $8.6M, and Spdr S&P 500 ETF Trust with a value of $7.87M.

Examining the 13F form we can see an increase of $6.42M in the current position value, from $131M to 137M.

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 $137 Million
ETFs: $132 Million
Technology: $3.7 Million
Communication Services: $590,000
Consumer Cyclical: $500,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $137 Million
  • Prior Value $131 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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