Lowery Thomas

Lowery Thomas as of June 30, 2023

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 46 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 10.7 $11M 119k 91.82
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 8.9 $9.0M 188k 48.06
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.7 $7.8M 104k 74.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $5.5M 12k 443.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $5.2M 14k 369.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.1 $5.2M 77k 67.09
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.8 $4.9M 85k 57.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $4.7M 12k 407.28
Ishares Tr Rus 1000 Etf (IWB) 3.8 $3.9M 16k 243.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.8 $3.9M 11k 343.86
Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $3.7M 14k 275.19
Ishares Tr Rus 2000 Grw Etf (IWO) 3.6 $3.6M 15k 242.66
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.1 $3.2M 21k 151.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.5 $2.5M 26k 96.63
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $2.5M 45k 55.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $2.2M 15k 149.64
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.0 $2.0M 33k 61.01
Vaneck Etf Trust Semiconductr Etf (SMH) 1.5 $1.6M 10k 152.25
Apple (AAPL) 1.5 $1.5M 7.9k 193.98
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $1.4M 18k 79.52
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.4 $1.4M 33k 43.20
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $1.3M 9.3k 140.80
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.2 $1.2M 25k 47.87
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 1.1 $1.1M 11k 99.12
Kla Corp Com New (KLAC) 1.0 $1.0M 2.1k 485.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $967k 14k 71.03
Ishares Tr Russell 2000 Etf (IWM) 0.9 $913k 4.9k 187.29
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $795k 17k 46.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $688k 16k 43.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $665k 5.0k 132.72
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $663k 4.3k 155.70
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.6 $658k 14k 48.48
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $612k 3.0k 205.79
Microsoft Corporation (MSFT) 0.5 $458k 1.3k 340.45
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $457k 3.3k 138.38
Select Sector Spdr Tr Technology (XLK) 0.4 $426k 2.5k 173.84
Ishares Tr Short Treas Bd (SHV) 0.4 $395k 3.6k 110.46
Amazon (AMZN) 0.4 $386k 3.0k 130.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $344k 2.2k 157.86
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.3 $316k 4.0k 78.72
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $301k 1.4k 220.15
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $301k 3.7k 82.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $265k 5.1k 52.37
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $258k 3.4k 76.96
NVIDIA Corporation (NVDA) 0.2 $221k 523.00 423.15
Meta Platforms Cl A (META) 0.2 $217k 756.00 286.98