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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 39.75% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: BND, SCHZ, FLDR, TLT, EDV, VOO, QQQM, SCHG, FNDX, SCHX.
Started 7 new stock positions in RWL, SCHZ, TLT, BND, EDV, MDY, FLDR.
Reduced shares in these 10 stocks: BIL (-$7.0M), SCHO, QQQ, IWB, IWP, GOOG, IWF, IWO, SPYG, AAPL.
Sold out of its position in GOOG.
Lowery Thomas was a net buyer of stock by $4.4M.
Lowery Thomas has $147M in assets under management (AUM), dropping by 7.51%.
Central Index Key (CIK): 0001919701

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 52 positions in its portfolio as reported in the September 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)	11.9	$18M	+3%	168k	104.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.1	$15M	+4%	28k	527.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.4	$9.5M	+6%	47k	200.83	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	5.7	$8.4M	+7%	117k	71.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.6	$8.3M		15k	573.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.3	$6.4M	-5%	13k	488.06	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.0	$5.8M	+2%	73k	80.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.6	$5.3M	-2%	14k	375.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.2	$4.7M	-6%	15k	314.39	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.1	$4.6M	+8%	19k	245.53	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	3.0	$4.3M	-3%	15k	284.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.8	$4.2M	+6%	70k	59.51	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.8	$4.1M	-32%	83k	48.98	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	2.2	$3.3M	+3%	28k	119.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.2	$3.2M	+5%	27k	120.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.0	$2.9M	NEW	39k	75.11	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.8	$2.7M	-8%	23k	117.29	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.7	$2.5M	NEW	53k	47.52	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.7	$2.5M	-3%	31k	82.94	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.7	$2.4M	NEW	49k	50.21	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.6	$2.4M		5.7k	423.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$2.0M	+21%	29k	67.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$1.8M	+6%	7.5k	243.47	View chart
Apple (AAPL)	1.2	$1.7M	-3%	7.3k	232.92	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.1	$1.6M	-80%	18k	91.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$1.6M	NEW	16k	98.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.1	$1.6M	-3%	9.4k	166.82	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$1.3M	+10%	23k	54.99	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$1.2M		23k	52.86	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$1.2M		14k	83.09	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.8	$1.1M	+7%	17k	66.19	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.7	$1.1M		5.8k	190.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$1.1M		4.8k	220.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$910k		4.0k	225.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$858k		17k	51.50	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$803k		4.2k	189.81	View chart
Vanguard World Extended Dur (EDV)	0.5	$787k	NEW	9.9k	79.68	View chart
Kla Corp Com New (KLAC)	0.5	$781k		1.0k	774.41	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.5	$716k	+5%	7.7k	92.45	View chart
NVIDIA Corporation (NVDA)	0.5	$699k		5.8k	121.45	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$538k	+3%	15k	37.17	View chart
Microsoft Corporation (MSFT)	0.4	$534k		1.2k	430.12	View chart
Amazon (AMZN)	0.3	$483k		2.6k	186.33	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$452k		4.9k	93.11	View chart
Meta Platforms Cl A (META)	0.3	$434k		757.00	572.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$421k		2.5k	167.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$365k		1.4k	263.76	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$357k	+2%	3.5k	100.70	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$300k	-3%	5.2k	57.83	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$218k	+8%	947.00	230.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$207k	NEW	2.1k	98.06	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$207k	NEW	364.00	569.61	View chart

Past Filings by Lowery Thomas

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

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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