• 13F History

LOWERY THOMAS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$153M
Signature - Title
Mark Vicencio - Chief Compliance Officer
Location
Pebble Beach, CA
Summary
This page shows a list of all the recent 13F filings made by LOWERY THOMAS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LOWERY THOMAS, LLC reported 56 stock holdings with total value $153M as of Q4 2024. Top holdings included SCHG, VOO, QQQM, FNDX, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 56 $153M +$35.3M -$2.63M +$32.6M SCHG, VOO, QQQM, FNDX, SPY 13F-HR 2/7/2025, 02:53 PM
Q3 2024 52 $147M +$15M -$10.6M +$4.41M SCHG, VOO, QQQM, FNDX, SPY 13F-HR 11/8/2024, 09:10 AM
Q2 2024 46 $137M +$4.82M -$2.07M +$2.74M SCHG, VOO, QQQM, BIL, SPY 13F-HR 8/2/2024, 01:53 PM
Q1 2024 46 $131M +$8.17M -$3.8M +$4.37M SCHG, VOO, BIL, SPY, QQQM 13F-HR 5/10/2024, 10:29 AM
Q4 2023 46 $116M +$8.97M -$7.81M +$1.17M SCHG, VOO, BIL, SPY, SCHO 13F-HR 2/5/2024, 12:18 PM
Q3 2023 48 $105M +$9.79M -$3.89M +$5.9M BIL, SCHG, SCHO, SPY, VOO 13F-HR 11/1/2023, 08:45 AM
Q2 2023 46 $102M +$6.82M -$437K +$6.39M BIL, SCHO, SCHG, SPY, QQQ 13F-HR 7/31/2023, 01:05 PM
Q1 2023 43 $90.7M +$14.2M -$9.5M +$4.75M BIL, SCHO, SCHG, SPY, SCHV 13F-HR 5/4/2023, 05:45 PM
Q4 2022 38 $83.3M +$27M -$22M +$5.08M BIL, SCHO, SCHG, SCHV, QQQ 13F-HR 2/10/2023, 04:12 PM
Q3 2022 41 $85.5M +$3.15M -$17.3M -$14.2M SHV, QQQ, SPYG, SPYV, IWO 13F-HR 11/14/2022, 10:56 AM
Q2 2022 44 $105M +$23.8M -$18.2M +$5.56M SHV, SHY, SPYV, QQQ, BIL 13F-HR 8/15/2022, 09:54 AM
Q1 2022 50 $129M +$17M -$15M +$2.03M QQQ, SCHP, SHV, SPYV, SPYG 13F-HR 5/10/2022, 10:32 AM
Q4 2021 49 $145M SCHP, QQQ, SPYG, IWP, IWO 13F-HR 5/10/2022, 10:36 AM