Lowery Thomas

Lowery Thomas as of Dec. 31, 2022

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 38 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 12.3 $10M 112k 91.47
Schwab Short-term Us Treasury Etf Etf (SCHO) 7.8 $6.5M 134k 48.24
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 6.9 $5.7M 103k 55.56
Schwab U.s. Large-cap Value Etf Etf (SCHV) 6.7 $5.6M 85k 66.02
Invesco Qqq Trust Etf (QQQ) 6.4 $5.3M 20k 266.27
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) 5.4 $4.5M 84k 53.44
Spdr S&p 500 Etf Trust Etf (SPY) 5.2 $4.3M 11k 382.43
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 4.7 $3.9M 77k 50.67
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 4.6 $3.9M 12k 331.32
Ishares Russell 2000 Growth Etf Etf (IWO) 4.5 $3.8M 18k 214.52
Ishares Russell Mid-cap Growth Etf Etf (IWP) 4.3 $3.5M 42k 83.60
Vanguard S&p 500 Etf Etf (VOO) 4.3 $3.5M 10k 351.33
Ishares Russell 1000 Etf Etf (IWB) 4.1 $3.4M 16k 210.52
Ishares Russell 1000 Growth Etf Etf (IWF) 3.6 $3.0M 14k 214.24
Ishares Russell 2000 Value Etf Etf (IWN) 2.4 $2.0M 14k 138.67
Ishares Russell Mid-cap Value Etf Etf (IWS) 1.6 $1.3M 12k 105.34
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.5 $1.3M 33k 38.89
Health Care Select Sector Spdr Fund Etf (XLV) 1.5 $1.3M 9.2k 135.86
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 1.3 $1.1M 5.7k 186.39
Vaneck Semiconductor Etf Etf (SMH) 1.2 $998k 4.9k 202.92
Ishares Russell 2000 Etf Etf (IWM) 1.0 $858k 4.9k 174.36
Schwab U.s. Mid-cap Etf Etf (SCHM) 1.0 $843k 13k 65.61
Vanguard S&p 500 Value Etf Etf (VOOV) 0.9 $776k 5.5k 140.07
Invesco S&p 500 Momentum Etf Etf (SPMO) 0.9 $724k 13k 56.78
Ishares Short Treasury Bond Etf Etf (SHV) 0.8 $639k 5.8k 109.91
Vanguard Mid-cap Growth Etf Etf (VOT) 0.7 $576k 3.2k 179.75
Schwab U.s. Small-cap Etf Etf (SCHA) 0.6 $537k 13k 40.51
Invesco Nasdaq 100 Etf Etf (QQQM) 0.6 $498k 4.5k 109.53
Vanguard Mid-cap Value Etf Etf (VOE) 0.5 $442k 3.3k 135.23
Ishares Russell 1000 Value Etf Etf (IWD) 0.4 $340k 2.2k 151.63
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.4 $306k 3.8k 81.18
Apple Stock (AAPL) 0.4 $296k 2.3k 129.95
Vanguard Mid-cap Etf Etf (VO) 0.3 $287k 1.4k 203.78
Amazon Stock (AMZN) 0.3 $243k 2.9k 84.00
Microsoft Corp Stock (MSFT) 0.3 $242k 1.0k 239.92
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.3 $229k 1.5k 157.08
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.3 $227k 3.1k 72.25
Energy Select Sector Spdr Fund Etf (XLE) 0.2 $202k 2.3k 87.48