Lowery Thomas

Lowery Thomas as of Dec. 31, 2025

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 55 positions in its portfolio as reported in the December 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) 13.1 $23M 711k 32.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.9 $18M 28k 627.13
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.3 $11M 44k 252.92
Schwab Strategic Tr Fundamental Us L (FNDX) 5.6 $10M 367k 27.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.1 $9.1M 13k 681.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $7.9M 13k 614.31
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $6.6M 14k 473.28
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.7 $6.6M 222k 29.61
Vaneck Etf Trust Semiconductr Etf (SMH) 3.7 $6.5M 18k 360.14
Ishares Tr Rus 1000 Etf (IWB) 3.1 $5.6M 15k 373.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $4.6M 63k 74.07
Ishares Tr Rus 2000 Grw Etf (IWO) 2.5 $4.4M 14k 323.01
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.5 $4.4M 77k 57.24
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 2.1 $3.8M 76k 49.84
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 2.1 $3.7M 75k 50.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.0 $3.6M 153k 23.37
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.0 $3.6M 26k 138.46
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $3.3M 137k 24.37
Spdr Series Trust State Street Spd (SPYG) 1.7 $3.0M 29k 106.70
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 1.7 $3.0M 25k 121.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $2.9M 22k 136.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.6 $2.8M 5.9k 480.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $2.6M 98k 26.91
Apple (AAPL) 1.2 $2.1M 7.7k 271.85
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $2.0M 7.3k 279.14
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.8 $1.5M 26k 57.14
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.4M 4.4k 313.79
NVIDIA Corporation (NVDA) 0.7 $1.3M 6.8k 186.51
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.7 $1.2M 6.1k 204.85
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.2M 6.8k 181.21
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $1.2M 8.3k 143.98
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.7 $1.2M 16k 72.01
Ishares Tr Trust Ishare 0-1 (SHV) 0.6 $1.1M 10k 110.15
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.1M 13k 82.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.0M 34k 30.07
Ishares Tr Russell 2000 Etf (IWM) 0.6 $984k 4.0k 246.19
Kla Corp Com New (KLAC) 0.6 $983k 809.00 1215.08
Spdr Series Trust State Street Spd (SPYV) 0.5 $944k 17k 56.81
Amazon (AMZN) 0.5 $937k 4.1k 230.82
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $804k 3.8k 210.35
Global X Fds Artificial Etf (AIQ) 0.4 $687k 14k 50.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $613k 22k 28.48
Microsoft Corporation (MSFT) 0.3 $604k 1.2k 483.46
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $555k 7.9k 70.41
Tesla Motors (TSLA) 0.3 $534k 1.2k 449.72
Meta Platforms Cl A (META) 0.3 $501k 760.00 659.70
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $403k 1.3k 301.23
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $340k 1.9k 177.41
Spdr Series Trust State Street Spd (SLYG) 0.2 $337k 3.6k 94.19
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $278k 959.00 290.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $259k 9.5k 27.43
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $253k 419.00 603.83
Proshares Tr Ultra Fncls New (UYG) 0.1 $247k 2.7k 91.77
Palantir Technologies Cl A (PLTR) 0.1 $233k 1.3k 177.75
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $212k 1.8k 114.49