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Home > Institutional Investor > Lowery Thomas, Llc > Profile

Instuitional Investor - Lowery Thomas, Llc

Fund Profile
Filing Period:
Fund Name: Lowery Thomas, Llc
Portfolio Value $153,363,587
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 686,046 $19,120,112 12.46%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 28,891 $15,566,946 10.15%
3.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 47,787 $10,056,682 6.55%
4.
Schwab Strategic Trust
 FNDF 363,149 $8,599,364 5.6%
5.
Spdr S & P 500 Etf Trust
 SPY 14,324 $8,395,216 5.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)