Lowery Thomas

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

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 44 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Short Treasury Bond Etf Etf (SHV) 12.4 $13M +71% 118k 110.10
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 6.7 $7.0M +13% 85k 82.79
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 6.7 $7.0M +7% 189k 36.82
Invesco Qqq Trust Etf (QQQ) 5.9 $6.1M -23% 22k 280.28
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 5.4 $5.6M NEW 62k 91.49
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 5.2 $5.4M -5% 103k 52.28
Ishares Russell 2000 Growth Etf Etf (IWO) 4.3 $4.5M 22k 206.30
Spdr S&p 500 Etf Etf (SPY) 4.2 $4.4M +34% 12k 377.25
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 4.0 $4.1M +31% 71k 57.99
Spdr Dow Jones Industrial Average Etf Etf (DIA) 3.9 $4.0M +42% 13k 307.82
Ishares Russell 1000 Etf Etf (IWB) 3.4 $3.6M 17k 207.73
Ishares Russell Mid-cap Growth Etf Etf (IWP) 3.1 $3.3M -13% 42k 79.22
Ishares Russell 1000 Growth Etf Etf (IWF) 3.0 $3.1M -12% 14k 218.70
Health Care Select Sector Spdr Fund Etf (XLV) 2.7 $2.9M +24% 22k 128.26
Vaneck Semiconductor Etf Etf (SMH) 2.7 $2.8M -23% 14k 203.72
Schwab U.s. Tips Etf Etf (SCHP) 2.7 $2.8M -64% 50k 55.80
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund 2.4 $2.5M NEW 2.5M 1.00
Ishares Russell 2000 Value Etf Etf (IWN) 2.1 $2.2M -17% 16k 136.15
Real Estate Select Sector Spdr Fund Etf (XLRE) 2.1 $2.2M -21% 53k 40.87
Ishares Russell Mid-cap Value Etf Etf (IWS) 1.6 $1.7M -23% 17k 101.57
Consumer Staples Select Sector Spdr Fund Etf (XLP) 1.6 $1.6M NEW 23k 72.17
Technology Select Sector Spdr Fund Etf (XLK) 1.4 $1.5M -46% 12k 127.16
Schwab U.s. Large-cap Value Etf Etf (SCHV) 1.4 $1.5M -12% 23k 62.42
Financial Select Sector Spdr Fund Etf (XLF) 1.3 $1.4M -62% 44k 31.44
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.3 $1.4M -67% 14k 101.70
Invesco Nasdaq 100 Etf Etf (QQQM) 0.8 $881k +198% 7.6k 115.19
Ishares Russell 2000 Etf Etf (IWM) 0.8 $845k -10% 5.0k 169.41
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.8 $827k -20% 4.6k 181.00
Ishares S&p 500 Value Etf Etf (IVE) 0.8 $806k +347% 5.9k 137.50
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.7 $767k +85% 12k 62.76
Schwab Short-term U.s. Treasury Etf Etf (SCHO) 0.6 $592k -19% 12k 49.22
Ishares Russell 1000 Value Etf Etf (IWD) 0.5 $534k +22% 3.7k 144.99
Vanguard Mid-cap Growth Index Fund Etf (VOT) 0.5 $477k +41% 2.7k 175.30
Amazon Stock (AMZN) 0.4 $376k +1472% 3.5k 106.27
Apple Stock (AAPL) 0.3 $365k -37% 2.7k 136.76
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.3 $324k NEW 11k 29.48
Vanguard S&p 500 Etf Etf (VOO) 0.3 $313k +82% 902.00 347.01
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.3 $300k NEW 6.0k 50.28
Microsoft Corp Stock (MSFT) 0.3 $282k -42% 1.1k 257.06
Vanguard Mid-cap Index Fund Etf (VO) 0.3 $274k -6% 1.4k 196.70
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.3 $263k -31% 3.7k 70.51
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $249k NEW 6.4k 39.02
Ishares Semiconductor Fund Etf (SOXX) 0.2 $245k NEW 701.00 349.50
Blackstone Stock (BX) 0.2 $204k 2.2k 91.07

Past Filings by Lowery Thomas

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