Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Lowery Thomas

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

Top 5 stock holdings are BIL, SCHG, SCHO, SPY, VOO, and represent 36.94% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: SCHG, VOO, QQQM, SPY, IWO, SMH, IWF, VIOG, IWD, AIQ.
Started 2 new stock positions in SHY, AIQ.
Reduced shares in these 10 stocks: SCHO, BIL, DIA, COWZ, RSP, XLV, SPYV, XMMO, DWAS, SPYG.
Lowery Thomas was a net buyer of stock by $5.9M.
Lowery Thomas has $105M in assets under management (AUM), dropping by 2.83%.
Central Index Key (CIK): 0001919701

Tip: Access up to 7 years of quarterly data

Positions held by Lowery Thomas consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 48 positions in its portfolio as reported in the September 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)	9.7	$10M	-7%	110k	91.82	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.4	$8.8M	+15%	120k	72.72	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	7.5	$7.9M	-12%	164k	47.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.9	$6.2M	+16%	14k	427.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.5	$5.7M	+25%	15k	392.71	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	5.1	$5.3M	+6%	82k	64.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$5.0M		14k	358.28	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	4.7	$5.0M	+4%	89k	55.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.0	$4.2M	+35%	28k	147.41	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	3.9	$4.1M	+21%	18k	224.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.8	$4.0M	+10%	15k	265.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.6	$3.7M		16k	234.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	3.0	$3.1M	-17%	9.3k	334.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.6	$2.7M	+12%	51k	53.56	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.4	$2.5M	+3%	27k	91.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.9	$2.0M	+34%	14k	144.98	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.9	$1.9M		33k	59.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$1.8M	-13%	13k	141.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.5	$1.5M	+20%	11k	135.55	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	1.3	$1.4M	+34%	15k	94.31	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.3	$1.4M	-4%	17k	80.51	View chart
Apple (AAPL)	1.3	$1.4M		8.0k	171.21	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.2	$1.2M	-8%	30k	41.26	View chart
Kla Corp Com New (KLAC)	0.9	$969k		2.1k	458.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$946k	+2%	14k	67.68	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$920k	+6%	5.2k	176.75	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$904k	+9%	19k	48.15	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$900k	+55%	4.6k	194.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$773k	-38%	16k	49.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$689k	+108%	4.5k	151.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$675k	+6%	4.5k	148.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$658k		16k	41.42	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.6	$639k	-3%	13k	48.51	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$569k	+31%	4.3k	130.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$526k	+30%	3.2k	163.91	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$521k	+32%	4.7k	110.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$520k	+103%	10k	50.60	View chart
Microsoft Corporation (MSFT)	0.4	$425k		1.3k	315.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$395k	-38%	3.1k	128.74	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.4	$384k	+35%	5.0k	77.04	View chart
Amazon (AMZN)	0.4	$370k		2.9k	127.12	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$343k	NEW	13k	26.91	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$325k	+32%	4.4k	73.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$286k		1.4k	208.25	View chart
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)	0.3	$269k	-10%	3.6k	75.12	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$232k	NEW	2.9k	80.97	View chart
NVIDIA Corporation (NVDA)	0.2	$228k		523.00	435.15	View chart
Meta Platforms Cl A (META)	0.2	$227k		756.00	300.21	View chart

Past Filings by Lowery Thomas

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z