Lowery Thomas, LLC Top Holdings and 13F Report (2025) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $153.36 million in total holdings as of December 31, 2024.Lowery Thomas, LLC owns shares of 56 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 22.99% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 52 new stocks and bought additional shares in 35 stocks.Lowery Thomas, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $19,120,112Vanguard S&P 500 ETF $15,566,946Invesco NASDAQ 100 ETF $10,056,682Schwab Fundamental U.S. Large Company Index ETF $8,599,364SPDR S&P 500 ETF Trust $8,395,216 Largest New Holdings this Quarter Vanguard Ultra-Short Bond ETF $575,441 HoldingiShares 1-3 Year Treasury Bond ETF $306,256 HoldingiShares Short Treasury Bond ETF $305,959 HoldingAlphabet $217,740 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 518,270 shares (about $14.44M)Schwab Fundamental U.S. Large Company Index ETF 246,511 shares (about $5.84M)Schwab U.S. Large-Cap Value ETF 145,807 shares (about $3.80M)Schwab U.S. Aggregate Bond ETF 77,929 shares (about $1.77M)Schwab US Large-Cap ETF 69,867 shares (about $1.62M) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 13,668 shares (about $1.25M)iShares 20+ Year Treasury Bond ETF 5,632 shares (about $491.86K)Vanguard Extended Duration Treasury ETF 3,485 shares (about $236.02K)SPDR Portfolio S&P 500 Value ETF 3,011 shares (about $153.98K)SPDR S&P 500 ETF Trust 184 shares (about $107.84K) 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$19,120,112$14,444,192 ▲308.9%686,04612.5%ETFVOOVanguard S&P 500 ETF$15,566,946$350,770 ▲2.3%28,89110.2%ETFQQQMInvesco NASDAQ 100 ETF$10,056,682$103,751 ▲1.0%47,7876.6%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$8,599,364$5,837,378 ▲211.3%363,1495.6%ETFSPYSPDR S&P 500 ETF Trust$8,395,216$107,841 ▼-1.3%14,3245.5%FinanceQQQInvesco QQQ$6,650,400$7,668 ▼-0.1%13,0094.3%FinanceSCHVSchwab U.S. Large-Cap Value ETF$5,695,112$3,801,182 ▲200.7%218,4553.7%ETFIWFiShares Russell 1000 Growth ETF$5,676,559$14,055 ▼-0.2%14,1363.7%ETFIWBiShares Russell 1000 ETF$4,810,434$14,175 ▲0.3%14,9323.1%ETFSMHVanEck Semiconductor ETF$4,668,950$142,635 ▲3.2%19,2803.0%ManufacturingIWOiShares Russell 2000 Growth ETF$4,380,467$25,617 ▼-0.6%15,2192.9%ETFJEPIJPMorgan Equity Premium Income ETF$4,338,391$326,137 ▲8.1%75,4112.8%ETFBNDVanguard Total Bond Market ETF$3,589,327$797,916 ▲28.6%49,9142.3%ETFXMMOInvesco S&P MidCap Momentum ETF$3,481,382$152,192 ▲4.6%28,1822.3%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$3,306,687$96,304 ▲3.0%28,4302.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,273,191$1,269,356 ▲63.3%136,0432.1%ETFFLDRFidelity Low Duration Bond Factor ETF$3,271,028$842,622 ▲34.7%65,5122.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,980,307$1,768,989 ▲146.0%131,2911.9%ETFIWPiShares Russell Mid-Cap Growth ETF$2,887,138$10,013 ▼-0.3%22,7781.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,656,785$21,360 ▼-0.8%30,2251.7%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,374,752$31,487 ▼-1.3%5,5811.5%FinanceSCHXSchwab US Large-Cap ETF$2,296,446$1,619,519 ▲239.2%99,0701.5%ETFAAPLApple$1,973,754$136,475 ▲7.4%7,8821.3%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,924,659$13,195 ▲0.7%7,5851.3%ETFIWNiShares Russell 2000 Value ETF$1,492,302$46,460 ▼-3.0%9,0901.0%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,330,061$60,581 ▲4.8%24,4140.9%MiscellaneousSCHMSchwab U.S. Mid-Cap ETF$1,232,300$834,326 ▲209.6%44,4710.8%ETFVOOVVanguard S&P 500 Value ETF$1,080,116$11,993 ▲1.1%5,8540.7%ETFXSMOInvesco S&P SmallCap Momentum ETF$1,074,205$36,162 ▼-3.3%16,2490.7%ETFIWMiShares Russell 2000 ETF$1,064,588$3,093 ▲0.3%4,8180.7%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$1,042,529$153,981 ▼-12.9%20,3860.7%ETFAMZNAmazon.com$1,026,745$458,525 ▲80.7%4,6800.7%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$939,453$1,395 ▲0.1%4,0400.6%ETFTLTiShares 20+ Year Treasury Bond ETF$934,724$491,859 ▼-34.5%10,7030.6%ETFSCHASchwab US Small-Cap ETF$876,150$445,471 ▲103.4%33,8800.6%ETFIWDiShares Russell 1000 Value ETF$787,478$4,258 ▲0.5%4,2540.5%ETFNVDANVIDIA$772,530$134 ▲0.0%5,7530.5%Computer and TechnologyAIQGlobal X Future Analytics Tech ETF$771,554$212,479 ▲38.0%19,9680.5%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$758,576$35,838 ▲5.0%8,1280.5%ETFKLACKLA$635,7910.0%1,0090.4%Computer and TechnologyMSFTMicrosoft$591,230$67,846 ▲13.0%1,4030.4%Computer and TechnologyVUSBVanguard Ultra-Short Bond ETF$575,441$575,441 ▲New Holding11,5970.4%ETFMETAMeta Platforms$443,778$585 ▲0.1%7580.3%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$432,689$236,018 ▼-35.3%6,3890.3%ETFQLDProShares Ultra QQQ$384,569$433 ▲0.1%3,5530.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$381,061$1,249,602 ▼-76.6%4,1680.2%ETFVOEVanguard Mid-Cap Value ETF$369,631$36,397 ▼-9.0%2,2850.2%ETFVOVanguard Mid-Cap ETF$367,205$1,321 ▲0.4%1,3900.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$357,995$80,779 ▼-18.4%3,9620.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$306,256$306,256 ▲New Holding3,7360.2%ManufacturingSHViShares Short Treasury Bond ETF$305,959$305,959 ▲New Holding2,7790.2%ETFGOOGAlphabet$217,740$217,740 ▲New Holding1,1430.1%Computer and TechnologyCOWZPacer US Cash Cows 100 ETF$216,663$76,194 ▼-26.0%3,8360.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$207,907$570 ▲0.3%3650.1%ETFRWLInvesco S&P 500 Revenue ETF$207,830$686 ▲0.3%2,1220.1%ETFSOXXiShares Semiconductor ETF$204,442$431 ▲0.2%9490.1%ETFShowing 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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