Lowery Thomas

Lowery Thomas as of June 30, 2025

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 53 positions in its portfolio as reported in the June 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) 12.8 $20M 683k 29.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.0 $16M 28k 568.03
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.5 $10M 45k 227.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $9.3M 15k 617.86
Schwab Strategic Tr Fundamental Us L (FNDX) 5.5 $8.6M 351k 24.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $7.2M 13k 551.63
Ishares Tr Rus 1000 Grw Etf (IWF) 3.9 $6.1M 14k 424.58
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.8 $6.0M 217k 27.67
Ishares Tr Rus 1000 Etf (IWB) 3.3 $5.1M 15k 339.57
Vaneck Etf Trust Semiconductr Etf (SMH) 3.0 $4.7M 17k 278.88
Ishares Tr Rus 2000 Grw Etf (IWO) 2.8 $4.3M 15k 285.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $4.0M 70k 56.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $3.5M 47k 73.63
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 2.0 $3.1M 63k 50.07
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.0 $3.1M 24k 128.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.9 $3.0M 22k 138.68
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $3.0M 122k 24.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.8 $2.9M 124k 23.24
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.8 $2.8M 30k 95.32
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.8 $2.7M 6.2k 440.66
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 1.7 $2.7M 23k 114.43
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.7 $2.6M 52k 49.87
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $2.3M 94k 24.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.3 $2.0M 7.1k 284.40
Apple (AAPL) 1.0 $1.6M 7.8k 205.17
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $1.5M 9.3k 157.77
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.3M 24k 51.99
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.1M 5.0k 215.81
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.1M 5.7k 188.70
Select Sector Spdr Tr Technology (XLK) 0.7 $1.1M 4.2k 253.23
NVIDIA Corporation (NVDA) 0.7 $1.1M 6.7k 157.99
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $1.0M 15k 68.02
Ishares Tr Short Treas Bd (SHV) 0.6 $982k 8.9k 110.43
Amazon (AMZN) 0.6 $895k 4.1k 219.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $892k 32k 28.05
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $882k 11k 82.86
Tesla Motors (TSLA) 0.5 $854k 2.7k 317.66
Kla Corp Com New (KLAC) 0.5 $814k 909.00 895.74
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.5 $804k 15k 52.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $794k 4.1k 194.22
Microsoft Corporation (MSFT) 0.4 $620k 1.2k 497.29
Global X Fds Artificial Etf (AIQ) 0.4 $610k 14k 43.69
Meta Platforms Cl A (META) 0.4 $560k 759.00 737.86
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $451k 3.8k 117.71
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $438k 1.6k 279.76
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $437k 17k 25.30
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $323k 1.4k 238.64
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $317k 3.6k 88.75
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $310k 1.9k 164.48
Proshares Tr Ultra Fncls New (UYG) 0.2 $234k 2.5k 95.55
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $208k 367.00 566.83
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $206k 7.8k 26.50
Alphabet Cap Stk Cl C (GOOG) 0.1 $203k 1.1k 177.34