LT
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LOWERY THOMAS, LLC13F | |
| LOWERY THOMAS, LLC | |
| Last update 2025-05-06 | 55 Stocks (4 new) |
| Value $146.00 Mil | Turnover 4 % |
LOWERY THOMAS, LLC Top Holdings of 2025-03-31
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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 | 694,658 | 17,393.9 | +1.26% | 11.900 | +0.15% | 0.050 | +22.50% | +5.77% | 44,575.7 | ||
VOO | Vanguard S&P 500 ETF | 29,244 | 15,026.9 | +1.22% | 10.280 | +0.12% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
QQQM | Invesco NASDAQ 100 ETF | 47,377 | 9,144.8 | -0.86% | 6.260 | -0.06% | 0.020 | +23.50% | +9.11% | 53,065.9 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 363,474 | 8,581.6 | +0.09% | 5.870 | +0.01% | 0.050 | +10.96% | +6.60% | 18,945.1 | ||
SPY | SPDR S&P 500 ETF Trust | 15,140 | 8,469.1 | +5.70% | 5.790 | +0.31% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
QQQ | INVESCO QQQ Trust | 13,203 | 6,191.0 | +1.49% | 4.240 | +0.06% | 0.000 | +23.56% | +9.08% | 357,232.3 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 219,264 | 5,828.0 | +0.37% | 3.990 | +0.01% | 0.050 | +10.50% | +9.16% | 12,845.2 | ||
IWF | iShares Russell 1000 Growth ETF | 14,251 | 5,145.9 | +0.81% | 3.520 | +0.03% | 0.010 | +23.74% | +6.86% | 112,698.5 | ||
IWB | iShares Russell 1000 ETF | 14,969 | 4,591.6 | +0.25% | 3.140 | +0.01% | 0.010 | +16.84% | +7.25% | 42,054.9 | ||
JEPI | JPMorgan Equity Premium Income ETF | 76,417 | 4,366.5 | +1.33% | 2.990 | +0.04% | 0.010 | +5.84% | +3.44% | 41,030.5 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VUSB | Vanguard Ultra-Short Bond ETF | 2025-03-31 | Add Add | +1.00% | 49.61 ($49.73) 49.89 | $49.69 | -0.09% | Add 254.14% | 41,070 | 29,473 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +0.58% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | New holding | 3,247 | 3,247 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.45% | 85.29 ($89.02) 92.57 | $86.97 | -2.30% | Reduce -73.77% | 2,807 | -7,896 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Add Add | +0.35% | 110.11 ($110.29) 110.51 | $110.11 | -0.16% | Add 165.82% | 7,387 | 4,608 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.32% | 81.83 ($82.24) 82.73 | $82.41 | 0.21% | Add 148.63% | 9,289 | 5,553 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.31% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Add 5.7% | 15,140 | 816 | |
EDV |
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
| 2025-03-31 | Sold Out Sold Out | -0.28% | 65.05 ($69.15) 73.43 | $65.61 | -5.12% | Sold Out | 0 | -6,389 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.27% | 71.17 ($72.57) 73.66 | $73.08 | 0.70% | Reduce -11.6% | 44,122 | -5,792 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Sold Out Sold Out | -0.25% | 91.45 ($91.59) 91.75 | $91.50 | -0.10% | Sold Out | 0 | -4,168 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | Add Add | +0.22% | 408.78 ($432.49) 448.82 | $448.09 | 3.61% | Add 13.92% | 6,358 | 777 |
LOWERY THOMAS, LLC Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
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LOWERY THOMAS, LLC's Hypothetical Growth since 2025-03-31
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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