Lowery Thomas

Lowery Thomas as of Sept. 30, 2022

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 41 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Short Treasury Bond Etf Etf (SHV) 9.9 $8.5M 77k 110.00
Invesco Qqq Trust Etf (QQQ) 6.6 $5.7M 21k 267.28
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.1 $5.2M 105k 50.11
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 5.5 $4.7M 135k 34.49
Ishares Russell 2000 Growth Etf Etf (IWO) 5.2 $4.4M 22k 206.63
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 5.2 $4.4M 79k 55.82
Spdr S&p 500 Etf Trust Etf (SPY) 5.0 $4.2M 12k 357.20
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 4.3 $3.7M 13k 287.32
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 4.0 $3.4M 42k 81.22
Ishares Russell 1000 Etf Etf (IWB) 3.9 $3.4M 17k 197.37
Ishares Russell Mid-cap Growth Etf Etf (IWP) 3.8 $3.3M 42k 78.44
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 3.7 $3.2M 35k 91.62
Ishares Russell 1000 Growth Etf Etf (IWF) 3.5 $3.0M 14k 210.41
Vaneck Semiconductor Etf Etf (SMH) 2.6 $2.2M 12k 185.15
Schwab U.s. Large-cap Value Etf Etf (SCHV) 2.5 $2.2M 37k 58.51
Schwab Charles Family Fd Amt Tax Free Mny Etf (SCTXX) 2.3 $2.0M 2.0M 1.00
Ishares Russell 2000 Value Etf Etf (IWN) 2.3 $2.0M 15k 128.94
Schwab Us Tips Etf Etf (SCHP) 2.2 $1.9M 36k 51.82
Health Care Select Sector Spdr Fund Etf (XLV) 1.9 $1.7M 14k 121.15
Real Estate Select Sector Spdr Fund Etf (XLRE) 1.8 $1.6M 43k 36.02
Ishares Russell Mid-cap Value Etf Etf (IWS) 1.7 $1.5M 16k 96.06
Financial Select Sector Spdr Fund Etf (XLF) 1.5 $1.3M 43k 30.38
Vanguard S&p 500 Etf Etf (VOO) 1.5 $1.3M 3.9k 328.40
Technology Select Sector Spdr Fund Etf (XLK) 1.5 $1.3M 11k 118.78
Invesco Nasdaq 100 Etf Etf (QQQM) 1.4 $1.2M 11k 110.05
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 1.4 $1.2M 12k 96.39
Ishares Russell 2000 Etf Etf (IWM) 1.0 $823k 5.0k 165.00
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 1.0 $816k 4.7k 175.14
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.9 $798k 12k 66.81
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.9 $744k 12k 60.60
Ishares S&p 500 Value Etf Etf (IVE) 0.8 $710k 5.5k 128.67
Ishares Russell 1000 Value Etf Etf (IWD) 0.6 $501k 3.7k 136.03
Vanguard Mid-cap Growth Etf Etf (VOT) 0.5 $460k 2.7k 170.62
Schwab U.s. Small-cap Etf Etf (SCHA) 0.5 $451k 12k 37.84
Amazon Stock (AMZN) 0.5 $400k 3.5k 113.06
Apple Stock (AAPL) 0.4 $370k 2.7k 138.47
Vanguard Mid-cap Etf Etf (VO) 0.3 $264k 1.4k 188.71
Microsoft Corp Stock (MSFT) 0.3 $257k 1.1k 233.64
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.3 $229k 3.4k 68.24
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.3 $216k 4.5k 48.41
Vanguard Mid-cap Value Etf Etf (VOE) 0.2 $208k 1.7k 121.92