Lowery Thomas

Lowery Thomas as of June 30, 2024

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 46 positions in its portfolio as reported in the June 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) 11.9 $16M 162k 100.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.8 $14M 27k 500.14
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.4 $8.7M 44k 197.11
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 6.3 $8.6M 94k 91.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $7.9M 15k 544.23
Schwab Strategic Tr Fundamental Us L (FNDX) 5.3 $7.3M 109k 66.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $6.6M 14k 479.11
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 4.3 $5.9M 123k 48.13
Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $5.3M 15k 364.52
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.8 $5.2M 71k 74.08
Ishares Tr Rus 1000 Etf (IWB) 3.5 $4.7M 16k 297.54
Vaneck Etf Trust Semiconductr Etf (SMH) 3.3 $4.5M 17k 260.70
Ishares Tr Rus 2000 Grw Etf (IWO) 3.0 $4.2M 16k 262.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.7 $3.7M 66k 56.68
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 2.1 $2.9M 27k 110.22
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.1 $2.9M 26k 113.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $2.7M 25k 110.35
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.8 $2.5M 32k 80.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.6 $2.2M 5.7k 391.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $1.6M 7.1k 229.56
Apple (AAPL) 1.2 $1.6M 7.6k 210.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $1.5M 24k 64.25
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $1.5M 9.7k 152.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $1.1M 24k 48.74
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.1M 14k 77.83
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.1M 21k 52.38
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.0M 5.8k 175.77
Ishares Tr Russell 2000 Etf (IWM) 0.7 $971k 4.8k 202.89
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $943k 16k 60.05
Select Sector Spdr Tr Technology (XLK) 0.7 $897k 4.0k 226.21
Kla Corp Com New (KLAC) 0.6 $832k 1.0k 824.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $775k 16k 47.45
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $734k 4.2k 174.45
NVIDIA Corporation (NVDA) 0.5 $711k 5.8k 123.55
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.4 $615k 7.4k 83.67
Microsoft Corporation (MSFT) 0.4 $554k 1.2k 447.10
Amazon (AMZN) 0.4 $501k 2.6k 193.25
Global X Fds Artificial Etf (AIQ) 0.4 $497k 14k 35.63
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $417k 4.9k 85.86
Meta Platforms Cl A (META) 0.3 $382k 757.00 504.24
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $374k 2.5k 150.40
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $344k 3.4k 99.80
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $333k 1.4k 242.16
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $292k 5.4k 54.49
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $215k 870.00 246.59
Alphabet Cap Stk Cl C (GOOG) 0.2 $209k 1.1k 183.44