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LOWERY THOMAS, LLC

13F
LOWERY THOMAS, LLC
Last update 2025-07-18 53 Stocks (2 new)
Value $156.00 Mil Turnover 1 %
Countries:
LOWERY THOMAS, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
682,694
19,941.5
-1.72%
12.770
-0.20%
0.040
+19.48%
+8.49%
46,086.3
 
VOO
Vanguard S&P 500 ETF
27,579
15,665.7
-5.69%
10.030
-0.59%
0.000
+15.75%
+9.10%
664,920.4
 
QQQM
Invesco NASDAQ 100 ETF
44,662
10,142.8
-5.73%
6.490
-0.36%
0.020
+19.92%
+11.04%
55,544.7
 
SPY
SPDR S&P 500 ETF Trust
15,100
9,329.7
-0.26%
5.970
-0.02%
0.000
+15.65%
+8.99%
655,145.5
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
351,269
8,620.1
-3.36%
5.520
-0.20%
0.050
+11.17%
+6.66%
19,000.3
 
QQQ
INVESCO QQQ Trust
12,987
7,164.1
-1.64%
4.590
-0.07%
0.000
+19.91%
+11.00%
360,888.0
 
IWF
iShares Russell 1000 Growth ETF
14,265
6,056.6
+0.10%
3.880
0%
0.010
+20.65%
+9.71%
114,801.3
 
SCHV
Schwab U.S. Large-Cap Value ETF
216,849
6,000.2
-1.10%
3.840
-0.04%
0.050
+11.01%
+9.37%
12,916.8
 
IWB
iShares Russell 1000 ETF
15,005
5,095.2
+0.24%
3.260
+0.01%
0.010
+15.70%
+8.88%
41,906.6
 
SMH
VanEck Vectors Semiconductor ETF
16,749
4,671.0
-10.13%
2.990
-0.27%
0.020
+35.48%
+18.59%
27,036.0
 

LOWERY THOMAS, LLC's Historical Top Holdings Breakdowns

LOWERY THOMAS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-0.59%
456.74 ($525.37) 568.03
$584.24
11.21%
Reduce -5.69%
27,579
-1,665
QQQM
Invesco NASDAQ 100 ETF
2025-06-30
Reduce
Reduce
-0.36%
171.4 ($204.58) 227.1
$232.98
13.88%
Reduce -5.73%
44,662
-2,715
VUSB
Vanguard Ultra-Short Bond ETF
2025-06-30
Add
Add
+0.35%
49.49 ($49.68) 49.87
$49.82
0.28%
Add 26.49%
51,948
10,878
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
2025-06-30
Sold Out
Sold Out
-0.29%
71.94 ($81.3) 86.02
$88.80
9.23%
Sold Out
0
-5,117
SMH
VanEck Vectors Semiconductor ETF
2025-06-30
Reduce
Reduce
-0.27%
179.95 ($231.55) 278.88
$287.27
24.06%
Reduce -10.13%
16,749
-1,888
JEPI
JPMorgan Equity Premium Income ETF
2025-06-30
Reduce
Reduce
-0.26%
51.14 ($55.42) 57.14
$57.16
3.15%
Reduce -8.62%
69,831
-6,586
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
Vanguard S&P Small-Cap 600 Growth ETF
2025-06-30
Reduce
Reduce
-0.26%
93.75 ($107.65) 114.45
$115.95
7.71%
Reduce -13.15%
23,245
-3,518
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Reduce
Reduce
-0.25%
20.42 ($23.64) 25.3
$26.08
10.32%
Reduce -47.7%
17,289
-15,770
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Reduce
Reduce
-0.23%
22.92 ($26.38) 28.05
$28.92
9.63%
Reduce -28.71%
31,797
-12,806
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Reduce
Reduce
-0.20%
22.27 ($26.42) 29.21
$30.16
14.14%
Reduce -1.72%
682,694
-11,964

LOWERY THOMAS, LLC Total Holding History ($B)

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LOWERY THOMAS, LLC's Asset Allocation

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LOWERY THOMAS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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LOWERY THOMAS, LLC's Hypothetical Growth since 2025-06-30

LOWERY THOMAS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LOWERY THOMAS, LLC's Holdings Heat Map

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