Filer Name: LOWERY THOMAS, LLC
CIK: 1919701
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 56
Portfolio Value: $0.15B

Lowery Thomas, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHG US SCHWAB US LARGE-CAP GROWTH 686,046 $19M 12.47% 308.9% -
VOO US VANGUARD S&P 500 ETF 28,891 $16M 10.15% 2.3% -
QQQM US INVESCO NASDAQ 100 ETF 47,787 $10M 6.56% 1.0% -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 363,149 $9M 5.61% 211.3% -
SPY US SPDR S&P 500 ETF TRUST 14,324 $8M 5.47% -1.3% -
QQQ US INVESCO QQQ TRUST SERIES 1 13,009 $7M 4.34% -0.1% -
SCHV US SCHWAB US LARGE-CAP VALUE 218,455 $6M 3.71% 200.7% -
IWF US ISHARES RUSSELL 1000 GROWTH 14,136 $6M 3.70% -0.2% -
IWB US ISHARES RUSSELL 1000 ETF 14,932 $5M 3.14% 0.3% -
SMH US VANECK SEMICONDUCTOR ETF 19,280 $5M 3.04% 3.2% -
IWO US ISHARES RUSSELL 2000 GROWTH 15,219 $4M 2.86% -0.6% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 75,411 $4M 2.83% 8.1% -
BND US VANGUARD TOTAL BOND MARKET 49,914 $4M 2.34% 28.6% -
XMMO US INVESCO S&P MIDCAP MOMENTUM 28,182 $3M 2.27% 4.6% -
VIOG US VANGUARD S&P SM CAP 600 GRW 28,430 $3M 2.16% 3.0% -
FLDR US FIDELITY LOW DURATION ETF 65,512 $3M 2.13% 34.7% -
SCHO US SCHWAB SHORT-TERM US TREAS 136,043 $3M 2.13% 63.3% -
SCHZ US SCHWAB US AGGREGATE BOND ETF 131,291 $3M 1.94% 146.0% -
IWP US ISHARES RUSSELL MID-CAP GROW 22,778 $3M 1.88% -0.3% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 30,225 $3M 1.73% -0.8% -
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