Lowery Thomas

Lowery Thomas as of Sept. 30, 2025

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 55 positions in its portfolio as reported in the September 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) 13.2 $23M 714k 31.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.0 $17M 28k 612.39
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.6 $11M 46k 247.12
Schwab Strategic Tr Fundamental Us L (FNDX) 5.6 $9.8M 372k 26.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $9.1M 14k 666.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $7.8M 13k 600.37
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $6.6M 14k 468.40
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.8 $6.5M 224k 29.11
Vaneck Etf Trust Semiconductr Etf (SMH) 3.4 $5.8M 18k 326.36
Ishares Tr Rus 1000 Etf (IWB) 3.1 $5.4M 15k 365.48
Ishares Tr Rus 2000 Grw Etf (IWO) 2.8 $4.8M 15k 320.04
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $4.3M 75k 57.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $4.1M 55k 74.37
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.0 $3.5M 71k 49.99
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 2.0 $3.5M 69k 50.20
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.0 $3.4M 26k 135.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.9 $3.2M 137k 23.47
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $3.1M 129k 24.40
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.8 $3.1M 29k 104.51
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.8 $3.1M 22k 142.41
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 1.7 $3.0M 24k 121.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.7 $2.9M 6.2k 463.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $2.5M 94k 26.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $2.1M 7.2k 293.80
Apple (AAPL) 1.1 $2.0M 7.7k 254.63
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.4M 25k 56.46
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $1.4M 8.0k 176.80
NVIDIA Corporation (NVDA) 0.7 $1.2M 6.7k 186.58
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.2M 6.1k 199.47
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.2M 5.0k 241.95
Select Sector Spdr Tr Technology (XLK) 0.7 $1.2M 4.1k 281.88
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $1.2M 16k 73.57
Ishares Tr Short Treas Bd (SHV) 0.6 $1.1M 9.7k 110.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $984k 33k 29.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $982k 12k 82.96
Kla Corp Com New (KLAC) 0.6 $980k 909.00 1078.60
Tesla Motors (TSLA) 0.6 $973k 2.2k 444.72
Amazon (AMZN) 0.5 $896k 4.1k 219.57
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.5 $821k 15k 55.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $775k 3.8k 203.58
Global X Fds Artificial Etf (AIQ) 0.4 $706k 14k 49.39
Microsoft Corporation (MSFT) 0.4 $646k 1.2k 517.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $576k 21k 27.90
Meta Platforms Cl A (META) 0.3 $558k 759.00 734.51
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $527k 3.8k 137.21
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $456k 1.6k 293.73
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $368k 1.4k 271.20
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $337k 3.6k 94.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $331k 1.9k 174.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $279k 1.1k 243.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $279k 468.00 596.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $245k 9.0k 27.30
Proshares Tr Ultra Fncls New (UYG) 0.1 $245k 2.5k 99.24
Palantir Technologies Cl A (PLTR) 0.1 $239k 1.3k 182.42
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $204k 1.8k 110.64