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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KLA CORP

KLAC|482480100

Shares:979

Value:$665.5K

% of Portfolio:0.5% ($665.5K/$146.2M)

NVIDIA CORP

NVDA|67066G104

Shares:6.0K

Value:$654.5K

% of Portfolio:0.4% ($654.5K/$146.2M)

MICROSOFT CORP

MSFT|594918104

Shares:1.3K

Value:$505.5K

% of Portfolio:0.3% ($505.5K/$146.2M)

Meta Platforms, Inc.

META|30303M102

Shares:758

Value:$437.1K

% of Portfolio:0.3% ($437.1K/$146.2M)

921932778

Shares:5.1K

Value:$429.4K

% of Portfolio:0.3% ($429.4K/$146.2M)

922908629

VO|922908629

Shares:1.4K

Value:$361.2K

% of Portfolio:0.2% ($361.2K/$146.2M)

922908512

VOE|922908512

Shares:2.2K

Value:$351.7K

% of Portfolio:0.2% ($351.7K/$146.2M)

74347R206

Shares:3.7K

Value:$329.1K

% of Portfolio:0.2% ($329.1K/$146.2M)

ORACLE CORP

ORCL|68389X105

Shares:2.0K

Value:$284.0K

% of Portfolio:0.2% ($284.0K/$146.2M)

78464A201

Shares:3.3K

Value:$270.5K

% of Portfolio:0.2% ($270.5K/$146.2M)

464287432

Shares:2.8K

Value:$255.5K

% of Portfolio:0.2% ($255.5K/$146.2M)

464287523

Shares:1.4K

Value:$254.1K

% of Portfolio:0.2% ($254.1K/$146.2M)

74347X633

Shares:2.4K

Value:$218.1K

% of Portfolio:0.1% ($218.1K/$146.2M)

69374H881

Shares:3.8K

Value:$206.4K

% of Portfolio:0.1% ($206.4K/$146.2M)

808524797

SCHD|808524797

Shares:7.2K

Value:$201.2K

% of Portfolio:0.1% ($201.2K/$146.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KLA CORP(KLACcusip482480100)	979	QoQ -2.97% (-30) YoY -11.96% (-133)	All Managers (Combined)	$665.5K	0.5% ($665.5K/$146.2M)	QoQ +4.67% (-$29.7K) YoY -14.32% (-$111.3K)
NVIDIA CORP(NVDAcusip67066G104)	6.0K	QoQ +4.86% (-280) YoY +985.07% (+5.5K)	All Managers (Combined)	$654.5K	0.4% ($654.5K/$146.2M)	QoQ -15.28% (-$118.1K) YoY +30.22% (+$151.9K)
MICROSOFT CORP(MSFTcusip594918104)	1.3K	QoQ -4.06% (-57) YoY +18.27% (+208)	All Managers (Combined)	$505.5K	0.3% ($505.5K/$146.2M)	QoQ -14.50% (-$85.7K) YoY +5.55% (+$26.6K)
Meta Platforms, Inc.(METAcusip30303M102)	758	QoQ 0.00% (-0) YoY +0.13% (+1)	All Managers (Combined)	$437.1K	0.3% ($437.1K/$146.2M)	QoQ -1.50% (-$6.7K) YoY +18.98% (+$69.8K)
(cusip921932778)✕	5.1K	QoQ -37.04% (-3.0K) YoY -24.17% (-1.6K)	All Managers (Combined)	$429.4K	0.3% ($429.4K/$146.2M)	QoQ -43.39% (-$329.2K) YoY -28.03% (-$167.3K)
(VOcusip922908629)	1.4K	QoQ +0.50% (-7) YoY +1.67% (+23)	All Managers (Combined)	$361.2K	0.2% ($361.2K/$146.2M)	QoQ -1.63% (-$6.0K) YoY +5.18% (+$17.8K)
(VOEcusip922908512)	2.2K	QoQ -4.11% (-94) YoY -26.52% (-791)	All Managers (Combined)	$351.7K	0.2% ($351.7K/$146.2M)	QoQ -4.85% (-$18.0K) YoY -24.35% (-$113.2K)
(cusip74347R206)✕	3.7K	QoQ +4.22% (-150) YoY +7.45% (+257)	All Managers (Combined)	$329.1K	0.2% ($329.1K/$146.2M)	QoQ -14.41% (-$55.5K) YoY +9.19% (+$27.7K)
ORACLE CORP(ORCLcusip68389X105)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$284.0K	0.2% ($284.0K/$146.2M)	QoQ NEW(+$284.0K) YoY NEW(+$284.0K)
(cusip78464A201)✕	3.3K	QoQ -17.74% (-703) YoY -38.67% (-2.1K)	All Managers (Combined)	$270.5K	0.2% ($270.5K/$146.2M)	QoQ -24.43% (-$87.5K) YoY -41.64% (-$193.0K)
(cusip464287432)✕	2.8K	QoQ -73.77% (-7.9K) YoY NEW(+2.8K)	All Managers (Combined)	$255.5K	0.2% ($255.5K/$146.2M)	QoQ -72.66% (-$679.2K) YoY NEW(+$255.5K)
(cusip464287523)✕	1.4K	QoQ +42.36% (+402) YoY +50.27% (+452)	All Managers (Combined)	$254.1K	0.2% ($254.1K/$146.2M)	QoQ +24.30% (+$49.7K) YoY +25.15% (+$51.1K)
(cusip74347X633)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$218.1K	0.1% ($218.1K/$146.2M)	QoQ NEW(+$218.1K) YoY NEW(+$218.1K)
(cusip69374H881)✕	3.8K	QoQ -1.77% (-68) YoY -29.63% (-1.6K)	All Managers (Combined)	$206.4K	0.1% ($206.4K/$146.2M)	QoQ -4.75% (-$10.3K) YoY -33.69% (-$104.9K)
(SCHDcusip808524797)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$201.2K	0.1% ($201.2K/$146.2M)	QoQ NEW(+$201.2K) YoY NEW(+$201.2K)