Lowery Thomas, LLC Top Holdings and 13F Report (2024) → Elon Musk’s Final Masterpiece: “X-9840” (From Paradigm Press) (Ad) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $130.63 million in total holdings as of March 31, 2024.Lowery Thomas, LLC owns shares of 46 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 6.25% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 46 new stocks and bought additional shares in 24 stocks.Lowery Thomas, LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $14,417,183Vanguard S&P 500 ETF $12,398,479SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $9,257,902SPDR S&P 500 ETF Trust $7,635,108Invesco NASDAQ 100 ETF $7,459,791 Largest New Holdings this Quarter iShares Semiconductor ETF $203,057 HoldingSPDR S&P MidCap 400 ETF Trust $201,412 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,870 shares (about $2.34M)Schwab U.S. Large-Cap Growth ETF 15,282 shares (about $1.42M)Invesco NASDAQ 100 ETF 5,269 shares (about $962.59K)Vanguard S&P Small-Cap 600 Growth ETF 5,077 shares (about $570.81K)Schwab Fundamental U.S. Large Company Index ETF 8,039 shares (about $541.75K) Largest Sales this Quarter Schwab Short-Term U.S. Treasury ETF 10,728 shares (about $517.20K)iShares Russell 2000 Growth ETF 1,438 shares (about $389.40K)Schwab U.S. Large-Cap Value ETF 3,837 shares (about $291.54K)KLA 400 shares (about $279.43K)iShares Russell 2000 Value ETF 1,454 shares (about $230.90K) 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$14,417,183$1,416,944 ▲10.9%155,49211.0%ETFVOOVanguard S&P 500 ETF$12,398,479$2,340,968 ▲23.3%25,7939.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$9,257,902$137,149 ▲1.5%100,8497.1%ETFSPYSPDR S&P 500 ETF Trust$7,635,108$89,966 ▼-1.2%14,5975.8%FinanceQQQMInvesco NASDAQ 100 ETF$7,459,791$962,595 ▲14.8%40,8335.7%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$7,072,593$541,749 ▲8.3%104,9505.4%ETFQQQInvesco QQQ$6,240,223$15,985 ▲0.3%14,0544.8%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$6,231,526$517,197 ▼-7.7%129,2584.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$5,264,154$291,537 ▼-5.2%69,2834.0%ETFIWFiShares Russell 1000 Growth ETF$5,004,172$6,741 ▲0.1%14,8473.8%ETFIWBiShares Russell 1000 ETF$4,582,331$21,603 ▼-0.5%15,9093.5%ETFIWOiShares Russell 2000 Growth ETF$4,312,399$389,402 ▼-8.3%15,9253.3%ETFSMHVanEck Semiconductor ETF$3,615,744$103,268 ▲2.9%16,0712.8%ManufacturingJEPIJPMorgan Equity Premium Income ETF$3,564,771$327,084 ▲10.1%61,6102.7%ETFIWPiShares Russell Mid-Cap Growth ETF$2,900,036$99,529 ▼-3.3%25,4082.2%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$2,852,242$570,808 ▲25.0%25,3692.2%ETFXMMOInvesco S&P MidCap Momentum ETF$2,822,668$478,619 ▲20.4%24,5752.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,314,508$85,877 ▼-3.6%31,6411.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,305,157$214,803 ▼-8.5%5,7951.8%FinanceVOTVanguard Mid-Cap Growth ETF$1,625,994$122,846 ▲8.2%6,8961.2%ETFIWNiShares Russell 2000 Value ETF$1,558,505$230,901 ▼-12.9%9,8141.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,380,408$2,054 ▲0.1%27,5531.1%ETFAAPLApple$1,295,906$44,071 ▼-3.3%7,5571.0%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$1,182,241$28,176 ▲2.4%14,5180.9%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,123,183$92,526 ▲9.0%19,7260.9%MiscellaneousSCHXSchwab US Large-Cap ETF$1,051,669$274,491 ▲35.3%16,9460.8%ETFVOOVVanguard S&P 500 Value ETF$1,020,876$81,028 ▲8.6%5,6570.8%ETFIWMiShares Russell 2000 ETF$1,004,170$99,260 ▼-9.0%4,7750.8%FinanceXSMOInvesco S&P SmallCap Momentum ETF$877,928$81,912 ▲10.3%14,5550.7%ETFSCHASchwab US Small-Cap ETF$803,008$27,427 ▼-3.3%16,3080.6%ETFKLACKLA$776,810$279,428 ▼-26.5%1,1120.6%Computer and TechnologyIWDiShares Russell 1000 Value ETF$773,010$50,328 ▼-6.1%4,3160.6%ETFXLKTechnology Select Sector SPDR Fund$730,376$22,076 ▲3.1%3,5070.6%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$596,618$98,316 ▲19.7%6,7480.5%ETFNVDANVIDIA$502,579$29,829 ▲6.3%5560.4%Computer and TechnologyMSFTMicrosoft$478,903$54,708 ▼-10.3%1,1380.4%Computer and TechnologyAIQGlobal X Future Analytics Tech ETF$473,844$3,396 ▼-0.7%13,9530.4%ETFAMZNAmazon.com$470,431$45,095 ▼-8.7%2,6080.4%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$464,883$101,644 ▼-17.9%2,9820.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$463,538$24,860 ▼-5.1%5,3140.4%ETFMETAMeta Platforms$367,350$485 ▲0.1%7570.3%Computer and TechnologyVOVanguard Mid-Cap ETF$343,393$1,250 ▲0.4%1,3740.3%ETFCOWZPacer US Cash Cows 100 ETF$311,205$33,242 ▼-9.7%5,3550.2%ETFQLDProShares Ultra QQQ$301,416$29,214 ▲10.7%3,4460.2%ETFSOXXiShares Semiconductor ETF$203,057$203,057 ▲New Holding8990.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$201,412$201,412 ▲New Holding3620.2%ETFRSPInvesco S&P 500 Equal Weight ETF$0$574,486 ▼-100.0%00.0%ETFSHViShares Short Treasury Bond ETF$0$517,844 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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