Lowery Thomas

Lowery Thomas as of Sept. 30, 2023

Portfolio Holdings for Lowery Thomas

Lowery Thomas holds 48 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 9.7 $10M 110k 91.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.4 $8.8M 120k 72.72
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 7.5 $7.9M 164k 47.89
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.9 $6.2M 14k 427.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.5 $5.7M 15k 392.71
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.1 $5.3M 82k 64.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $5.0M 14k 358.28
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 4.7 $5.0M 89k 55.97
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.0 $4.2M 28k 147.41
Ishares Tr Rus 2000 Grw Etf (IWO) 3.9 $4.1M 18k 224.14
Ishares Tr Rus 1000 Grw Etf (IWF) 3.8 $4.0M 15k 265.98
Ishares Tr Rus 1000 Etf (IWB) 3.6 $3.7M 16k 234.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 3.0 $3.1M 9.3k 334.94
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.6 $2.7M 51k 53.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.4 $2.5M 27k 91.35
Vaneck Etf Trust Semiconductr Etf (SMH) 1.9 $2.0M 14k 144.98
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.9 $1.9M 33k 59.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $1.8M 13k 141.69
Ishares Tr Rus 2000 Val Etf (IWN) 1.5 $1.5M 11k 135.55
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 1.3 $1.4M 15k 94.31
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.3 $1.4M 17k 80.51
Apple (AAPL) 1.3 $1.4M 8.0k 171.21
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.2 $1.2M 30k 41.26
Kla Corp Com New (KLAC) 0.9 $969k 2.1k 458.66
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $946k 14k 67.68
Ishares Tr Russell 2000 Etf (IWM) 0.9 $920k 5.2k 176.75
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.9 $904k 19k 48.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $900k 4.6k 194.78
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.7 $773k 16k 49.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $689k 4.5k 151.81
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.6 $675k 4.5k 148.69
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $658k 16k 41.42
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.6 $639k 13k 48.51
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $569k 4.3k 130.97
Select Sector Spdr Tr Technology (XLK) 0.5 $526k 3.2k 163.91
Ishares Tr Short Treas Bd (SHV) 0.5 $521k 4.7k 110.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $520k 10k 50.60
Microsoft Corporation (MSFT) 0.4 $425k 1.3k 315.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $395k 3.1k 128.74
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.4 $384k 5.0k 77.04
Amazon (AMZN) 0.4 $370k 2.9k 127.12
Global X Fds Artificial Etf (AIQ) 0.3 $343k 13k 26.91
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.3 $325k 4.4k 73.27
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $286k 1.4k 208.25
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.3 $269k 3.6k 75.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $232k 2.9k 80.97
NVIDIA Corporation (NVDA) 0.2 $228k 523.00 435.15
Meta Platforms Cl A (META) 0.2 $227k 756.00 300.21