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Lowery Thomas

Latest statistics and disclosures from Lowery Thomas's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, VOO, BIL, SPY, QQQM, and represent 39.17% of Lowery Thomas's stock portfolio.
Added to shares of these 10 stocks: VOO (+$5.4M), SCHG, QQQM, VIOG, FNDX, XMMO, JEPI, VOT, SMH, SCHX.
Started 3 new stock positions in SOXX, QLD, MDY.
Reduced shares in these 10 stocks: RSP, SCHO, DIA, SCHV, BIL, KLAC, IWO, COWZ, SHV, .
Sold out of its positions in RSP, DWAS, SHY, SHV, XLV.
Lowery Thomas was a net buyer of stock by $6.4M.
Lowery Thomas has $131M in assets under management (AUM), dropping by 24.90%.
Central Index Key (CIK): 0001919701

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Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 46 positions in its portfolio as reported in the March 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)	11.0	$14M	+29%	156k	92.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.5	$12M	+77%	26k	480.69	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	7.1	$9.3M	-8%	101k	91.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.8	$7.6M		15k	523.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.7	$7.5M	+44%	41k	182.69	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	5.4	$7.1M	+18%	105k	67.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$6.2M		14k	444.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	4.8	$6.2M	-21%	129k	48.21	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.0	$5.3M	-15%	69k	75.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.8	$5.0M		15k	337.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	3.5	$4.6M		16k	288.03	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	3.3	$4.3M	-12%	16k	270.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.8	$3.6M	+15%	16k	224.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.7	$3.6M	+21%	62k	57.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.2	$2.9M	-6%	25k	114.14	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	2.2	$2.9M	+69%	25k	112.43	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.2	$2.8M	+42%	25k	114.86	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.8	$2.3M	-3%	32k	73.15	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.8	$2.3M	-37%	5.8k	397.78	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.2	$1.6M	+49%	6.9k	235.79	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.2	$1.6M	-12%	9.8k	158.80	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.1	$1.4M	-8%	28k	50.10	View chart
Apple (AAPL)	1.0	$1.3M	-5%	7.6k	171.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.2M	+3%	15k	81.43	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.9	$1.1M	+5%	20k	56.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$1.1M	+64%	17k	62.06	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.8	$1.0M	+24%	5.7k	180.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$1.0M	-8%	4.8k	210.30	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.7	$878k	+10%	15k	60.32	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$803k	+2%	16k	49.24	View chart
Kla Corp Com New (KLAC)	0.6	$777k	-47%	1.1k	698.57	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$773k	-4%	4.3k	179.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$730k	+9%	3.5k	208.26	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.5	$597k	+35%	6.7k	88.41	View chart
NVIDIA Corporation (NVDA)	0.4	$503k	+6%	556.00	903.92	View chart
Microsoft Corporation (MSFT)	0.4	$479k	-15%	1.1k	420.83	View chart
Global X Fds Artificial Etf (AIQ)	0.4	$474k	+9%	14k	33.96	View chart
Amazon (AMZN)	0.4	$470k	-10%	2.6k	180.38	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$465k	-31%	3.0k	155.90	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.4	$464k	+19%	5.3k	87.23	View chart
Meta Platforms Cl A (META)	0.3	$367k		757.00	485.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$343k		1.4k	249.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$311k	-65%	5.4k	58.11	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$301k	NEW	3.4k	87.47	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$203k	NEW	899.00	225.87	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$201k	NEW	362.00	556.39	View chart

Past Filings by Lowery Thomas

SEC 13F filings are viewable for Lowery Thomas going back to 2021

Lowery Thomas 2024 Q1 filed May 10, 2024
Lowery Thomas 2023 Q3 filed Nov. 1, 2023
Lowery Thomas 2023 Q2 filed July 31, 2023
Lowery Thomas 2023 Q1 filed May 5, 2023
Lowery Thomas 2022 Q4 filed Feb. 10, 2023
Lowery Thomas 2022 Q3 filed Nov. 14, 2022
Lowery Thomas 2022 Q2 filed Aug. 15, 2022
Lowery Thomas 2022 Q1 filed May 10, 2022
Lowery Thomas 2021 Q4 filed May 10, 2022

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