Lowery-Thomas

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "MSFT",
  "KLAC",
  "IWD",
  "ORCL",
  "IWF",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "FNDX",
  "SCHX",
  null,
  "SPYG",
  "VO",
  "VOE",
  "IWO",
  "IWN",
  null,
  "IWP",
  null,
  "AMZN",
  null,
  null,
  null,
  "VOOV",
  "VIOG",
  null,
  "BND",
  "VOT",
  "VOO",
  "VUSB",
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  "DIA",
  null,
  null,
  null,
  "SPYV",
  "IWB",
  "QQQ",
  "IWM",
  "TSLA",
  "XLK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 55
Total Value: 146157630
Accession Number: 0001951757-25-000505
Form Type: 13F-HR
CIK: lowery-thomas
Manager Name: Lowery-Thomas

Data Enrichment

62% identified

34 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $146.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A409

SPYG|78464A409

Shares:29.9K

Value:$2.4M

% of Portfolio:1.6% ($2.4M/$146.2M)

808524201

SCHX|808524201

Shares:101.6K

Value:$2.2M

% of Portfolio:1.5% ($2.2M/$146.2M)

92203C303

VUSB|92203C303

Shares:41.1K

Value:$2.0M

% of Portfolio:1.4% ($2.0M/$146.2M)

922908538

VOT|922908538

Shares:7.4K

Value:$1.8M

% of Portfolio:1.2% ($1.8M/$146.2M)

Apple Inc.

AAPL|037833100

Shares:7.8K

Value:$1.7M

% of Portfolio:1.2% ($1.7M/$146.2M)

464287630

IWN|464287630

Shares:9.6K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$146.2M)

46137V480

Shares:24.2K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$146.2M)

808524508

Shares:44.6K

Value:$1.2M

% of Portfolio:0.8% ($1.2M/$146.2M)

921932703

VOOV|921932703

Shares:5.8K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$146.2M)

46137V498

Shares:16.2K

Value:$1.0M

% of Portfolio:0.7% ($1.0M/$146.2M)

464287655

IWM|464287655

Shares:4.8K

Value:$953.2K

% of Portfolio:0.7% ($953.2K/$146.2M)

78464A508

SPYV|78464A508

Shares:17.6K

Value:$901.2K

% of Portfolio:0.6% ($901.2K/$146.2M)

81369Y803

XLK|81369Y803

Shares:4.2K

Value:$868.7K

% of Portfolio:0.6% ($868.7K/$146.2M)

Tesla, Inc.

TSLA|88160R101

Shares:3.2K

Value:$841.5K

% of Portfolio:0.6% ($841.5K/$146.2M)

464288679

Shares:7.4K

Value:$815.9K

% of Portfolio:0.6% ($815.9K/$146.2M)

AMAZON COM INC

AMZN|023135106

Shares:4.1K

Value:$776.3K

% of Portfolio:0.5% ($776.3K/$146.2M)

808524607

SCHA|808524607

Shares:33.1K

Value:$774.6K

% of Portfolio:0.5% ($774.6K/$146.2M)

464287457

Shares:9.3K

Value:$768.5K

% of Portfolio:0.5% ($768.5K/$146.2M)

464287598

IWD|464287598

Shares:4.1K

Value:$766.0K

% of Portfolio:0.5% ($766.0K/$146.2M)

37954Y632

Shares:20.0K

Value:$726.6K

% of Portfolio:0.5% ($726.6K/$146.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYGcusip78464A409)	29.9K	QoQ -0.98% (-298) YoY -5.41% (-1.7K)	All Managers (Combined)	$2.4M	1.6% ($2.4M/$146.2M)	QoQ -9.46% (-$251.6K) YoY +3.91% (-$90.7K)
(SCHXcusip808524201)	101.6K	QoQ +2.55% (-2.5K) YoY +499.55% (+84.7K)	All Managers (Combined)	$2.2M	1.5% ($2.2M/$146.2M)	QoQ -2.40% (-$55.2K) YoY +113.11% (+$1.2M)
(VUSBcusip92203C303)	41.1K	QoQ +254.14% (+29.5K) YoY NEW(+41.1K)	All Managers (Combined)	$2.0M	1.4% ($2.0M/$146.2M)	QoQ +255.82% (+$1.5M) YoY NEW(+$2.0M)
(VOTcusip922908538)	7.4K	QoQ -2.28% (-173) YoY +7.48% (+516)	All Managers (Combined)	$1.8M	1.2% ($1.8M/$146.2M)	QoQ -5.78% (-$111.4K) YoY +11.51% (+$187.2K)
Apple Inc.(AAPLcusip037833100)	7.8K	QoQ -1.66% (-131) YoY +2.56% (+194)	All Managers (Combined)	$1.7M	1.2% ($1.7M/$146.2M)	QoQ -12.79% (-$252.5K) YoY +32.82% (+$425.3K)
(IWNcusip464287630)	9.6K	QoQ +5.51% (-501) YoY -2.27% (-223)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$146.2M)	QoQ -2.96% (-$44.2K) YoY -7.08% (-$110.4K)
(cusip46137V480)✕	24.2K	QoQ -0.97% (-238) YoY +22.55% (+4.5K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$146.2M)	QoQ -8.75% (-$116.4K) YoY +8.05% (+$90.5K)
(cusip808524508)✕	44.6K	QoQ +0.29% (-132) YoY +207.22% (-30.1K)	All Managers (Combined)	$1.2M	0.8% ($1.2M/$146.2M)	QoQ -5.17% (-$63.7K) YoY -1.15% (-$13.7K)
(VOOVcusip921932703)	5.8K	QoQ -1.24% (-73) YoY +2.19% (+124)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$146.2M)	QoQ -1.42% (-$15.4K) YoY +4.29% (+$43.8K)
(cusip46137V498)✕	16.2K	QoQ -0.42% (-69) YoY +11.16% (+1.6K)	All Managers (Combined)	$1.0M	0.7% ($1.0M/$146.2M)	QoQ -5.48% (-$58.9K) YoY +15.64% (+$137.3K)
(IWMcusip464287655)	4.8K	QoQ -0.83% (-40) YoY +0.06% (-3)	All Managers (Combined)	$953.2K	0.7% ($953.2K/$146.2M)	QoQ -10.45% (-$111.3K) YoY -5.07% (-$50.9K)
(SPYVcusip78464A508)	17.6K	QoQ -13.43% (-2.7K) YoY -35.95% (-9.9K)	All Managers (Combined)	$901.2K	0.6% ($901.2K/$146.2M)	QoQ -13.55% (-$141.3K) YoY -34.71% (-$479.2K)
(XLKcusip81369Y803)	4.2K	QoQ +4.15% (-168) YoY +19.98% (+701)	All Managers (Combined)	$868.7K	0.6% ($868.7K/$146.2M)	QoQ -7.52% (-$70.7K) YoY +18.94% (+$138.4K)
Tesla, Inc.(TSLAcusip88160R101)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$841.5K	0.6% ($841.5K/$146.2M)	QoQ NEW(+$841.5K) YoY NEW(+$841.5K)
(cusip464288679)✕	7.4K	QoQ +165.81% (+4.6K) YoY NEW(+7.4K)	All Managers (Combined)	$815.9K	0.6% ($815.9K/$146.2M)	QoQ +166.67% (+$510.0K) YoY NEW(+$815.9K)
AMAZON COM INC(AMZNcusip023135106)	4.1K	QoQ -12.82% (-600) YoY +56.44% (+1.5K)	All Managers (Combined)	$776.3K	0.5% ($776.3K/$146.2M)	QoQ -24.39% (-$250.5K) YoY +65.01% (+$305.8K)
(SCHAcusip808524607)	33.1K	QoQ -2.42% (-821) YoY +102.71% (-16.8K)	All Managers (Combined)	$774.6K	0.5% ($774.6K/$146.2M)	QoQ -11.59% (-$101.6K) YoY -3.54% (-$28.4K)
(cusip464287457)✕	9.3K	QoQ +148.63% (+5.6K) YoY NEW(+9.3K)	All Managers (Combined)	$768.5K	0.5% ($768.5K/$146.2M)	QoQ +150.92% (+$462.2K) YoY NEW(+$768.5K)
(IWDcusip464287598)	4.1K	QoQ -4.30% (-183) YoY -5.67% (-245)	All Managers (Combined)	$766.0K	0.5% ($766.0K/$146.2M)	QoQ -2.72% (-$21.5K) YoY -0.90% (-$7.0K)
(cusip37954Y632)✕	20.0K	QoQ +0.02% (-5) YoY +43.14% (+6.0K)	All Managers (Combined)	$726.6K	0.5% ($726.6K/$146.2M)	QoQ -5.82% (-$44.9K) YoY +53.34% (+$252.8K)