Lowery Thomas

Lowery Thomas as of March 31, 2023

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 43 positions in its portfolio as reported in the March 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) 11.6 $11M 115k 91.82
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 9.4 $8.5M 175k 48.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 7.3 $6.7M 102k 65.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $5.0M 12k 409.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.4 $4.9M 75k 65.58
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 5.0 $4.5M 83k 54.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $4.5M 14k 320.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $4.2M 11k 376.07
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.2 $3.8M 12k 332.62
Ishares Tr Rus 1000 Etf (IWB) 4.0 $3.6M 16k 225.23
Ishares Tr Rus 2000 Grw Etf (IWO) 3.7 $3.4M 15k 226.82
Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $3.3M 14k 244.33
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.6 $2.4M 26k 91.05
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.6 $2.4M 18k 132.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.3 $2.1M 38k 54.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.2 $2.0M 14k 144.62
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.0 $1.8M 33k 55.36
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.5 $1.4M 18k 75.50
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $1.3M 33k 40.72
Ishares Tr Rus 2000 Val Etf (IWN) 1.4 $1.3M 9.3k 137.02
Vaneck Etf Trust Semiconductr Etf (SMH) 1.3 $1.2M 4.5k 263.22
Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.3 $1.2M 25k 46.95
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 1.1 $1.0M 11k 94.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $939k 14k 67.85
Ishares Tr Russell 2000 Etf (IWM) 1.0 $874k 4.9k 178.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $813k 6.3k 129.45
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $763k 17k 45.53
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $647k 14k 46.31
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $623k 4.2k 146.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $573k 14k 41.93
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $516k 2.6k 194.87
Ishares Tr Short Treas Bd (SHV) 0.5 $494k 4.5k 110.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $436k 3.3k 134.07
Apple (AAPL) 0.4 $379k 2.3k 164.92
Select Sector Spdr Tr Technology (XLK) 0.4 $354k 2.3k 151.04
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $331k 2.2k 152.24
Amazon (AMZN) 0.3 $306k 3.0k 103.29
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $287k 1.4k 210.89
Microsoft Corporation (MSFT) 0.3 $281k 975.00 288.24
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $280k 3.5k 80.75
Invesco Exch Traded Fd Tr Ii Dwa Smlcp Ment (DWAS) 0.3 $273k 3.7k 73.67
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $226k 4.1k 54.53
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $210k 2.8k 73.76