Lowery Thomas

Lowery Thomas as of March 31, 2025

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 55 positions in its portfolio as reported in the March 2025 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 $17M 695k 25.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.3 $15M 29k 513.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.3 $9.1M 47k 193.02
Schwab Strategic Tr Fundamental Us L (FNDX) 5.9 $8.6M 364k 23.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $8.5M 15k 559.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.2 $6.2M 13k 468.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.0 $5.8M 219k 26.58
Ishares Tr Rus 1000 Grw Etf (IWF) 3.5 $5.1M 14k 361.09
Ishares Tr Rus 1000 Etf (IWB) 3.1 $4.6M 15k 306.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.0 $4.4M 76k 57.14
Ishares Tr Rus 2000 Grw Etf (IWO) 2.8 $4.1M 16k 255.53
Vaneck Etf Trust Semiconductr Etf (SMH) 2.7 $3.9M 19k 211.50
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 2.2 $3.3M 66k 50.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $3.2M 44k 73.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.1 $3.0M 125k 24.34
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.1 $3.0M 27k 113.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $2.9M 125k 23.16
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 2.0 $2.9M 27k 106.88
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.8 $2.7M 6.4k 419.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.8 $2.7M 23k 117.49
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $2.4M 30k 80.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $2.2M 102k 22.06
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.4 $2.0M 41k 49.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $1.8M 7.4k 244.63
Apple (AAPL) 1.2 $1.7M 7.8k 222.07
Ishares Tr Rus 2000 Val Etf (IWN) 1.0 $1.4M 9.6k 150.99
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.2M 24k 50.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $1.2M 45k 26.20
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.1M 5.8k 184.17
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $1.0M 16k 62.75
Ishares Tr Russell 2000 Etf (IWM) 0.7 $953k 4.8k 199.51
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.6 $901k 18k 51.07
Select Sector Spdr Tr Technology (XLK) 0.6 $869k 4.2k 206.45
Tesla Motors (TSLA) 0.6 $842k 3.2k 259.16
Ishares Tr Short Treas Bd (SHV) 0.6 $816k 7.4k 110.45
Amazon (AMZN) 0.5 $776k 4.1k 190.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $775k 33k 23.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $769k 9.3k 82.73
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $766k 4.1k 188.16
Global X Fds Artificial Etf (AIQ) 0.5 $727k 20k 36.38
Kla Corp Com New (KLAC) 0.5 $666k 979.00 679.80
NVIDIA Corporation (NVDA) 0.4 $655k 6.0k 108.48
Microsoft Corporation (MSFT) 0.3 $506k 1.3k 375.55
Meta Platforms Cl A (META) 0.3 $437k 758.00 576.65
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.3 $429k 5.1k 83.91
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $361k 1.4k 258.55
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $352k 2.2k 160.51
Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $329k 3.7k 88.88
Oracle Corporation (ORCL) 0.2 $284k 2.0k 139.81
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $271k 3.3k 83.01
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $256k 2.8k 91.02
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $254k 1.4k 188.10
Proshares Tr Ultra Fncls New (UYG) 0.1 $218k 2.4k 89.18
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $206k 3.8k 54.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $201k 7.2k 27.96