Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lowery Thomas, Llc > Profile

Instuitional Investor - Lowery Thomas, Llc

Fund Profile
Filing Period:
Fund Name: Lowery Thomas, Llc
Portfolio Value $176,966,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 710,912 $23,189,952 13.1%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 27,877 $17,482,585 9.88%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 44,110 $11,156,309 6.3%
4.
Schwab Strategic Trust
 FNDF 366,970 $9,985,264 5.64%
5.
Spdr S & P 500 Etf Trust
 SPY 13,350 $9,103,709 5.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.