Lowery Thomas

Lowery Thomas as of March 31, 2024

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.0 $14M 156k 92.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.5 $12M 26k 480.69
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 7.1 $9.3M 101k 91.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $7.6M 15k 523.06
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.7 $7.5M 41k 182.69
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 5.4 $7.1M 105k 67.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $6.2M 14k 444.02
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.8 $6.2M 129k 48.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.0 $5.3M 69k 75.98
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $5.0M 15k 337.05
Ishares Tr Rus 1000 Etf (IWB) 3.5 $4.6M 16k 288.03
Ishares Tr Rus 2000 Grw Etf (IWO) 3.3 $4.3M 16k 270.79
Vaneck Etf Trust Semiconductr Etf (SMH) 2.8 $3.6M 16k 224.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $3.6M 62k 57.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $2.9M 25k 114.14
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 2.2 $2.9M 25k 112.43
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.2 $2.8M 25k 114.86
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $2.3M 32k 73.15
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.8 $2.3M 5.8k 397.78
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $1.6M 6.9k 235.79
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $1.6M 9.8k 158.80
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $1.4M 28k 50.10
Apple (AAPL) 1.0 $1.3M 7.6k 171.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $1.2M 15k 81.43
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $1.1M 20k 56.94
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.1M 17k 62.06
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.8 $1.0M 5.7k 180.46
Ishares Tr Russell 2000 Etf (IWM) 0.8 $1.0M 4.8k 210.30
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $878k 15k 60.32
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $803k 16k 49.24
Kla Corp Com New (KLAC) 0.6 $777k 1.1k 698.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $773k 4.3k 179.10
Select Sector Spdr Tr Technology (XLK) 0.6 $730k 3.5k 208.26
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.5 $597k 6.7k 88.41
NVIDIA Corporation (NVDA) 0.4 $503k 556.00 903.92
Microsoft Corporation (MSFT) 0.4 $479k 1.1k 420.83
Global X Fds Artificial Etf (AIQ) 0.4 $474k 14k 33.96
Amazon (AMZN) 0.4 $470k 2.6k 180.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $465k 3.0k 155.90
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.4 $464k 5.3k 87.23
Meta Platforms Cl A (META) 0.3 $367k 757.00 485.27
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $343k 1.4k 249.92
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $311k 5.4k 58.11
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $301k 3.4k 87.47
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $203k 899.00 225.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $201k 362.00 556.39