Lowery Thomas

Lowery Thomas as of Dec. 31, 2024

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 56 positions in its portfolio as reported in the December 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) 12.5 $19M 686k 27.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.2 $16M 29k 538.82
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.6 $10M 48k 210.45
Schwab Strategic Tr Fundamental Us L (FNDX) 5.6 $8.6M 363k 23.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $8.4M 14k 586.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $6.7M 13k 511.22
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.7 $5.7M 219k 26.07
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $5.7M 14k 401.57
Ishares Tr Rus 1000 Etf (IWB) 3.1 $4.8M 15k 322.16
Vaneck Etf Trust Semiconductr Etf (SMH) 3.0 $4.7M 19k 242.17
Ishares Tr Rus 2000 Grw Etf (IWO) 2.9 $4.4M 15k 287.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.8 $4.3M 75k 57.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $3.6M 50k 71.91
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.3 $3.5M 28k 123.53
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 2.2 $3.3M 28k 116.31
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.1 $3.3M 136k 24.06
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 2.1 $3.3M 66k 49.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $3.0M 131k 22.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.9 $2.9M 23k 126.75
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $2.7M 30k 87.90
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.5 $2.4M 5.6k 425.51
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $2.3M 99k 23.18
Apple (AAPL) 1.3 $2.0M 7.9k 250.41
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.3 $1.9M 7.6k 253.75
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $1.5M 9.1k 164.17
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $1.3M 24k 54.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.2M 45k 27.71
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.1M 5.9k 184.51
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $1.1M 16k 66.11
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.1M 4.8k 220.96
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $1.0M 20k 51.14
Amazon (AMZN) 0.7 $1.0M 4.7k 219.39
Select Sector Spdr Tr Technology (XLK) 0.6 $940k 4.0k 232.54
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $935k 11k 87.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $876k 34k 25.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $788k 4.3k 185.11
NVIDIA Corporation (NVDA) 0.5 $773k 5.8k 134.28
Global X Fds Artificial Etf (AIQ) 0.5 $772k 20k 38.64
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.5 $759k 8.1k 93.33
Kla Corp Com New (KLAC) 0.4 $636k 1.0k 630.12
Microsoft Corporation (MSFT) 0.4 $591k 1.4k 421.40
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.4 $575k 12k 49.62
Meta Platforms Cl A (META) 0.3 $444k 758.00 585.46
Vanguard World Extended Dur (EDV) 0.3 $433k 6.4k 67.72
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $385k 3.6k 108.24
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $381k 4.2k 91.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $370k 2.3k 161.76
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $367k 1.4k 264.18
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $358k 4.0k 90.36
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $306k 3.7k 81.97
Ishares Tr Short Treas Bd (SHV) 0.2 $306k 2.8k 110.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $218k 1.1k 190.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $217k 3.8k 56.48
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $208k 365.00 569.61
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $208k 2.1k 97.94
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $204k 949.00 215.43