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Lowery Thomas

Latest statistics and disclosures from Lowery Thomas's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, VOO, QQQM, FNDX, SPY, and represent 40.26% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$14M), FNDX (+$5.8M), SCHV, SCHZ, SCHX, SCHO, FLDR, SCHM, BND, VUSB.
Started 4 new stock positions in SHV, SHY, GOOG, VUSB.
Reduced shares in these 10 stocks: BIL, TLT, EDV, SPYV, SPY, SLYG, COWZ, IWN, VOE, XSMO.
Lowery Thomas was a net buyer of stock by $33M.
Lowery Thomas has $153M in assets under management (AUM), dropping by 4.07%.
Central Index Key (CIK): 0001919701

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 56 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.5	$19M	+308%	686k	27.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.2	$16M	+2%	29k	538.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.6	$10M		48k	210.45	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.6	$8.6M	+211%	363k	23.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.5	$8.4M		14k	586.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$6.7M		13k	511.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	3.7	$5.7M	+200%	219k	26.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$5.7M		14k	401.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.1	$4.8M		15k	322.16	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.0	$4.7M	+3%	19k	242.17	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.9	$4.4M		15k	287.83	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.8	$4.3M	+8%	75k	57.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.3	$3.6M	+28%	50k	71.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.3	$3.5M	+4%	28k	123.53	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	2.2	$3.3M	+2%	28k	116.31	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.1	$3.3M	+63%	136k	24.06	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	2.1	$3.3M	+34%	66k	49.93	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$3.0M	+146%	131k	22.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.9	$2.9M		23k	126.75	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.7	$2.7M		30k	87.90	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.5	$2.4M		5.6k	425.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$2.3M	+239%	99k	23.18	View chart
Apple (AAPL)	1.3	$2.0M	+7%	7.9k	250.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.3	$1.9M		7.6k	253.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.0	$1.5M	-3%	9.1k	164.17	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$1.3M	+4%	24k	54.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$1.2M	+209%	45k	27.71	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$1.1M		5.9k	184.51	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$1.1M	-3%	16k	66.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.1M		4.8k	220.96	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.7	$1.0M	-12%	20k	51.14	View chart
Amazon (AMZN)	0.7	$1.0M	+80%	4.7k	219.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$940k		4.0k	232.54	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$935k	-34%	11k	87.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$876k	+103%	34k	25.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$788k		4.3k	185.11	View chart
NVIDIA Corporation (NVDA)	0.5	$773k		5.8k	134.28	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$772k	+38%	20k	38.64	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.5	$759k	+4%	8.1k	93.33	View chart
Kla Corp Com New (KLAC)	0.4	$636k		1.0k	630.12	View chart
Microsoft Corporation (MSFT)	0.4	$591k	+12%	1.4k	421.40	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$575k	NEW	12k	49.62	View chart
Meta Platforms Cl A (META)	0.3	$444k		758.00	585.46	View chart
Vanguard World Extended Dur (EDV)	0.3	$433k	-35%	6.4k	67.72	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$385k		3.6k	108.24	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$381k	-76%	4.2k	91.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$370k	-8%	2.3k	161.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$367k		1.4k	264.18	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.2	$358k	-18%	4.0k	90.36	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$306k	NEW	3.7k	81.97	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$306k	NEW	2.8k	110.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$218k	NEW	1.1k	190.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$217k	-26%	3.8k	56.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$208k		365.00	569.61	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$208k		2.1k	97.94	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$204k		949.00	215.43	View chart

Past Filings by Lowery Thomas

SEC 13F filings are viewable for Lowery Thomas going back to 2021

Lowery Thomas 2024 Q4 filed Feb. 7, 2025
Lowery Thomas 2024 Q3 filed Nov. 8, 2024
Lowery Thomas 2024 Q2 filed Aug. 2, 2024
Lowery Thomas 2024 Q1 filed May 10, 2024
Lowery Thomas 2023 Q3 filed Nov. 1, 2023
Lowery Thomas 2023 Q2 filed July 31, 2023
Lowery Thomas 2023 Q1 filed May 5, 2023
Lowery Thomas 2022 Q4 filed Feb. 10, 2023
Lowery Thomas 2022 Q3 filed Nov. 14, 2022
Lowery Thomas 2022 Q2 filed Aug. 15, 2022
Lowery Thomas 2022 Q1 filed May 10, 2022
Lowery Thomas 2021 Q4 filed May 10, 2022

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