Lowery Thomas, LLC Top Holdings and 13F Report (2024) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $147.36 million in total holdings as of September 30, 2024.Lowery Thomas, LLC owns shares of 52 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 10.17% of the portfolio was purchased this quarter.About 7.18% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 46 new stocks and bought additional shares in 28 stocks.Lowery Thomas, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $17,476,841Vanguard S&P 500 ETF $14,900,131Invesco NASDAQ 100 ETF $9,498,098Schwab Fundamental U.S. Large Company Index ETF $8,369,918SPDR S&P 500 ETF Trust $8,324,095 Largest New Holdings this Quarter Vanguard Total Bond Market ETF $2,915,584 HoldingSchwab U.S. Aggregate Bond ETF $2,535,760 HoldingFidelity Low Duration Bond Factor ETF $2,442,005 HoldingiShares 20+ Year Treasury Bond ETF $1,602,426 HoldingVanguard Extended Duration Treasury ETF $786,760 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 38,818 shares (about $2.92M)Schwab U.S. Aggregate Bond ETF 53,362 shares (about $2.54M)Fidelity Low Duration Bond Factor ETF 48,636 shares (about $2.44M)iShares 20+ Year Treasury Bond ETF 16,335 shares (about $1.60M)Vanguard Extended Duration Treasury ETF 9,874 shares (about $786.76K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 75,902 shares (about $6.97M)Schwab Short-Term U.S. Treasury ETF 39,401 shares (about $1.93M)Invesco QQQ 734 shares (about $358.23K)iShares Russell 1000 ETF 1,058 shares (about $332.63K)iShares Russell Mid-Cap Growth ETF 1,995 shares (about $233.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLowery Thomas, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$17,476,841$569,277 ▲3.4%167,77611.9%ETFVOOVanguard S&P 500 ETF$14,900,131$679,581 ▲4.8%28,24010.1%ETFQQQMInvesco NASDAQ 100 ETF$9,498,098$594,259 ▲6.7%47,2946.4%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$8,369,918$564,391 ▲7.2%116,6385.7%ETFSPYSPDR S&P 500 ETF Trust$8,324,095$26,393 ▲0.3%14,5085.6%FinanceQQQInvesco QQQ$6,356,444$358,233 ▼-5.3%13,0244.3%FinanceSCHVSchwab U.S. Large-Cap Value ETF$5,838,730$164,437 ▲2.9%72,6484.0%ETFIWFiShares Russell 1000 Growth ETF$5,319,403$147,146 ▼-2.7%14,1713.6%ETFIWBiShares Russell 1000 ETF$4,680,694$332,629 ▼-6.6%14,8883.2%ETFSMHVanEck Semiconductor ETF$4,589,135$344,719 ▲8.1%18,6913.1%ManufacturingIWOiShares Russell 2000 Growth ETF$4,347,426$143,986 ▼-3.2%15,3083.0%ETFJEPIJPMorgan Equity Premium Income ETF$4,150,340$255,059 ▲6.5%69,7422.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,079,308$1,929,865 ▼-32.1%83,2852.8%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$3,306,033$118,817 ▲3.7%27,6022.2%ETFXMMOInvesco S&P MidCap Momentum ETF$3,242,950$172,075 ▲5.6%26,9502.2%ETFBNDVanguard Total Bond Market ETF$2,915,584$2,915,584 ▲New Holding38,8182.0%ETFIWPiShares Russell Mid-Cap Growth ETF$2,680,893$233,993 ▼-8.0%22,8571.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,535,760$2,535,760 ▲New Holding53,3621.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,527,027$86,756 ▼-3.3%30,4681.7%ETFFLDRFidelity Low Duration Bond Factor ETF$2,442,005$2,442,005 ▲New Holding48,6361.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,392,734$32,157 ▼-1.3%5,6551.6%FinanceSCHXSchwab US Large-Cap ETF$1,980,069$352,714 ▲21.7%29,2031.3%ETFVOTVanguard Mid-Cap Growth ETF$1,834,097$110,051 ▲6.4%7,5331.2%ETFAAPLApple$1,708,948$62,889 ▼-3.5%7,3371.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,637,499$6,968,460 ▼-81.0%17,8361.1%ETFTLTiShares 20+ Year Treasury Bond ETF$1,602,426$1,602,426 ▲New Holding16,3351.1%ETFIWNiShares Russell 2000 Value ETF$1,563,568$48,544 ▼-3.0%9,3731.1%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,281,388$124,223 ▲10.7%23,3020.9%MiscellaneousSPYVSPDR Portfolio S&P 500 Value ETF$1,236,767$10,361 ▼-0.8%23,3970.8%ETFSCHMSchwab U.S. Mid-Cap ETF$1,193,330$2,991 ▲0.3%14,3620.8%ETFXSMOInvesco S&P SmallCap Momentum ETF$1,111,728$72,743 ▲7.0%16,7960.8%ETFVOOVVanguard S&P 500 Value ETF$1,104,131$6,103 ▲0.6%5,7890.7%ETFIWMiShares Russell 2000 ETF$1,061,066$3,534 ▲0.3%4,8040.7%FinanceXLKTechnology Select Sector SPDR Fund$910,409$15,121 ▲1.7%4,0340.6%ETFSCHASchwab US Small-Cap ETF$857,656$16,068 ▲1.9%16,6540.6%ETFIWDiShares Russell 1000 Value ETF$803,088$4,176 ▲0.5%4,2310.5%ETFEDVVanguard Extended Duration Treasury ETF$786,760$786,760 ▲New Holding9,8740.5%ETFKLACKLA$781,3800.0%1,0090.5%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$715,937$36,241 ▲5.3%7,7440.5%ETFNVDANVIDIA$698,5690.0%5,7520.5%Computer and TechnologyAIQGlobal X Future Analytics Tech ETF$537,820$19,180 ▲3.7%14,4690.4%ETFMSFTMicrosoft$534,213$860 ▲0.2%1,2420.4%Computer and TechnologyAMZNAmazon.com$482,5950.0%2,5900.3%Retail/WholesaleSLYGSPDR S&P 600 Small Cap Growth ETF$452,144$466 ▲0.1%4,8560.3%ETFMETAMeta Platforms$433,6180.0%7570.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$420,873$4,360 ▲1.0%2,5100.3%ETFVOVanguard Mid-Cap ETF$365,302$2,901 ▲0.8%1,3850.2%ETFQLDProShares Ultra QQQ$357,392$10,372 ▲3.0%3,5490.2%ETFCOWZPacer US Cash Cows 100 ETF$299,841$9,831 ▼-3.2%5,1850.2%ETFSOXXiShares Semiconductor ETF$218,400$17,758 ▲8.9%9470.1%ETFRWLInvesco S&P 500 Revenue ETF$207,398$207,398 ▲New Holding2,1150.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$207,337$207,337 ▲New Holding3640.1%ETFGOOGAlphabet$0$209,302 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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