LT
| |
LOWERY THOMAS, LLC13F | |
| LOWERY THOMAS, LLC | |
| Last update 2025-07-18 | 53 Stocks (2 new) |
| Value $156.00 Mil | Turnover 1 % |
LOWERY THOMAS, LLC Top Holdings of 2025-06-30
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| 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 | +20.67% | +7.86% | 45,910.6 | ||
VOO | Vanguard S&P 500 ETF | 27,579 | 15,665.7 | -5.69% | 10.030 | -0.59% | 0.000 | +16.09% | +8.25% | 664,077.8 | ||
QQQM | Invesco NASDAQ 100 ETF | 44,662 | 10,142.8 | -5.73% | 6.490 | -0.36% | 0.020 | +20.90% | +10.52% | 55,454.1 | ||
SPY | SPDR S&P 500 ETF Trust | 15,100 | 9,329.7 | -0.26% | 5.970 | -0.02% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
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 | +10.73% | +5.91% | 19,034.5 | ||
QQQ | INVESCO QQQ Trust | 12,987 | 7,164.1 | -1.64% | 4.590 | -0.07% | 0.000 | +20.90% | +10.52% | 360,250.4 | ||
IWF | iShares Russell 1000 Growth ETF | 14,265 | 6,056.6 | +0.10% | 3.880 | 0% | 0.010 | +21.84% | +9.03% | 114,323.5 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 216,849 | 6,000.2 | -1.10% | 3.840 | -0.04% | 0.050 | +10.50% | +8.55% | 12,955.7 | ||
IWB | iShares Russell 1000 ETF | 15,005 | 5,095.2 | +0.24% | 3.260 | +0.01% | 0.010 | +16.06% | +8.18% | 41,856.7 | ||
SMH | VanEck Vectors Semiconductor ETF | 16,749 | 4,671.0 | -10.13% | 2.990 | -0.27% | 0.020 | +37.72% | +18.84% | 27,094.4 |
LOWERY THOMAS, LLC's Historical Top Holdings Breakdowns
LOWERY THOMAS, LLC's Top Stock Picks
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| 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 | $583.26 | 11.02% | 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 | $232.59 | 13.69% | 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 | $49.79 | 0.22% | 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 | $89.12 | 9.62% | Sold Out | 0 | -5,117 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-06-30 | Reduce Reduce | -0.27% | 179.95 ($231.55) 278.88 | $287.80 | 24.29% | 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 | $57.17 | 3.16% | 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 | $116.15 | 7.89% | 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 | $26.20 | 10.83% | 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 | $30.06 | 13.78% | Reduce -1.72% | 682,694 | -11,964 |
LOWERY THOMAS, LLC Total Holding History ($B)
LOWERY THOMAS, LLC's Asset Allocation
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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LOWERY THOMAS, LLC's Holdings Bubble Chart
LOWERY THOMAS, LLC News
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