Lowery Thomas

Lowery Thomas as of Sept. 30, 2024

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 52 positions in its portfolio as reported in the September 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 $18M 168k 104.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.1 $15M 28k 527.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.4 $9.5M 47k 200.83
Schwab Strategic Tr Fundamental Us L (FNDX) 5.7 $8.4M 117k 71.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $8.3M 15k 573.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $6.4M 13k 488.06
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.0 $5.8M 73k 80.37
Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $5.3M 14k 375.37
Ishares Tr Rus 1000 Etf (IWB) 3.2 $4.7M 15k 314.39
Vaneck Etf Trust Semiconductr Etf (SMH) 3.1 $4.6M 19k 245.53
Ishares Tr Rus 2000 Grw Etf (IWO) 3.0 $4.3M 15k 284.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.8 $4.2M 70k 59.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $4.1M 83k 48.98
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 2.2 $3.3M 28k 119.78
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.2 $3.2M 27k 120.33
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.0 $2.9M 39k 75.11
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.8 $2.7M 23k 117.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $2.5M 53k 47.52
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $2.5M 31k 82.94
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 1.7 $2.4M 49k 50.21
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.6 $2.4M 5.7k 423.12
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $2.0M 29k 67.80
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $1.8M 7.5k 243.47
Apple (AAPL) 1.2 $1.7M 7.3k 232.92
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $1.6M 18k 91.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $1.6M 16k 98.10
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $1.6M 9.4k 166.82
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $1.3M 23k 54.99
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $1.2M 23k 52.86
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.2M 14k 83.09
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.8 $1.1M 17k 66.19
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.1M 5.8k 190.73
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.1M 4.8k 220.87
Select Sector Spdr Tr Technology (XLK) 0.6 $910k 4.0k 225.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $858k 17k 51.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $803k 4.2k 189.81
Vanguard World Extended Dur (EDV) 0.5 $787k 9.9k 79.68
Kla Corp Com New (KLAC) 0.5 $781k 1.0k 774.41
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.5 $716k 7.7k 92.45
NVIDIA Corporation (NVDA) 0.5 $699k 5.8k 121.45
Global X Fds Artificial Etf (AIQ) 0.4 $538k 15k 37.17
Microsoft Corporation (MSFT) 0.4 $534k 1.2k 430.12
Amazon (AMZN) 0.3 $483k 2.6k 186.33
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $452k 4.9k 93.11
Meta Platforms Cl A (META) 0.3 $434k 757.00 572.81
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $421k 2.5k 167.68
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $365k 1.4k 263.76
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $357k 3.5k 100.70
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $300k 5.2k 57.83
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $218k 947.00 230.62
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $207k 2.1k 98.06
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $207k 364.00 569.61