Latest LOWERY THOMAS, LLC Stock Portfolio
LOWERY THOMAS, LLC Performance:
2025 Q3: 3.07%YTD: 4.87%2024: 6.82%
Performance for 2025 Q3 is 3.07%, and YTD is 4.87%, and 2024 is 6.82%.
About LOWERY THOMAS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LOWERY THOMAS, LLC reported an equity portfolio of $173.2 Millions as of 30 Sep, 2025.
The top stock holdings of LOWERY THOMAS, LLC are FNDA, VB, BAB. The fund has invested 13.2% of it's portfolio in SCHWAB STRATEGIC TR and 10% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in TESLA INC (TSLA), ISHARES TR (IJR) and SPDR S&P 500 ETF TR (SPY). LOWERY THOMAS, LLC opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (VUSB), SPDR S&P MIDCAP 400 ETF TR (MDY) and SCHWAB STRATEGIC TR (FNDA).
The top stock holdings of LOWERY THOMAS, LLC are FNDA, VB, BAB. The fund has invested 13.2% of it's portfolio in SCHWAB STRATEGIC TR and 10% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in TESLA INC (TSLA), ISHARES TR (IJR) and SPDR S&P 500 ETF TR (SPY). LOWERY THOMAS, LLC opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (VUSB), SPDR S&P MIDCAP 400 ETF TR (MDY) and SCHWAB STRATEGIC TR (FNDA).
LOWERY THOMAS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LOWERY THOMAS, LLC made a return of 3.07% in the last quarter. In trailing 12 months, it's portfolio return was 5.74%.
New Buys
| Ticker | $ Bought |
|---|---|
| palantir technologies inc | 238,970 |
| invesco exch traded fd tr ii | 203,906 |
New stocks bought by LOWERY THOMAS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 36.05 |
| spdr s&p midcap 400 etf tr | 27.52 |
| schwab strategic tr | 19.45 |
| schwab strategic tr | 15.36 |
| vanguard bd index fds | 15.02 |
| ishares tr | 11.19 |
| fidelity merrimack str tr | 10.55 |
| schwab strategic tr | 10.55 |
Additions to existing portfolio by LOWERY THOMAS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -18.61 |
| ishares tr | -14.23 |
| spdr s&p 500 etf tr | -9.62 |
| ishares tr | -6.92 |
| spdr series trust | -3.45 |
| ishares tr | -1.87 |
| ishares tr | -1.84 |
| select sector spdr tr | -1.43 |
LOWERY THOMAS, LLC reduced stake in above stock
Sold off
Sector Distribution
LOWERY THOMAS, LLC has about 95.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 95.5 |
| Technology | 2.9 |
| Consumer Cyclical | 1.1 |
Market Cap. Distribution
LOWERY THOMAS, LLC has about 3.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 95.5 |
| MEGA-CAP | 3.8 |
Stocks belong to which Index?
About 4.4% of the stocks held by LOWERY THOMAS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 95.6 |
| S&P 500 | 4.4 |
LOWERY THOMAS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LOWERY THOMAS, LLC
LOWERY THOMAS, LLC has 55 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for LOWERY THOMAS, LLC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.14 | 7,716 | 1,964,700 | reduced | -0.48 | ||
| AAXJ | ishares tr | 0.62 | 9,673 | 1,068,730 | added | 8.83 | ||
| AFK | vaneck etf trust | 3.38 | 17,920 | 5,848,450 | added | 6.99 | ||
| AGNG | global x fds | 0.41 | 14,285 | 705,539 | added | 2.24 | ||
| AMZN | amazon com inc | 0.52 | 4,080 | 895,846 | unchanged | 0.00 | ||
| BAB | invesco exch traded fd tr ii | 6.56 | 45,941 | 11,352,900 | added | 2.86 | ||
| BAB | invesco exch traded fd tr ii | 0.12 | 1,843 | 203,906 | new | |||
| BBAX | j p morgan exchange traded f | 2.48 | 75,043 | 4,284,950 | added | 7.46 | ||
| BIB | proshares tr | 0.30 | 3,839 | 526,742 | added | 0.13 | ||
| BIL | spdr series trust | 1.77 | 29,402 | 3,072,820 | reduced | -0.91 | ||
| BIL | spdr series trust | 0.47 | 14,837 | 820,952 | reduced | -3.45 | ||
| BIL | spdr series trust | 0.20 | 3,578 | 337,396 | added | 0.25 | ||
| BIV | vanguard bd index fds | 2.34 | 54,477 | 4,051,470 | added | 15.02 | ||
| CSD | invesco exchange traded fd t | 1.99 | 25,474 | 3,444,840 | added | 5.52 | ||
| CSD | invesco exchange traded fd t | 0.83 | 25,367 | 1,432,220 | added | 4.34 | ||
| CSD | invesco exchange traded fd t | 0.67 | 15,698 | 1,154,930 | added | 4.65 | ||
| DIA | spdr dow jones indl average | 1.66 | 6,210 | 2,879,740 | reduced | -0.08 | ||
| EET | proshares tr | 0.14 | 2,464 | 244,519 | added | 0.45 | ||
| FBND | fidelity merrimack str tr | 2.00 | 69,067 | 3,467,160 | added | 10.55 | ||
| FNDA | schwab strategic tr | 13.16 | 714,198 | 22,790,100 | added | 4.61 | ||