Lowery Thomas, LLC Top Holdings and 13F Report (2025) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $146.16 million in total holdings as of March 31, 2025.Lowery Thomas, LLC owns shares of 55 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.00% of the portfolio was purchased this quarter.About 3.02% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 56 new stocks and bought additional shares in 24 stocks.Lowery Thomas, LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $17,393,912Vanguard S&P 500 ETF $15,026,890Invesco NASDAQ 100 ETF $9,144,749Schwab Fundamental U.S. Large Company Index ETF $8,581,624SPDR S&P 500 ETF Trust $8,469,074 Largest New Holdings this Quarter 88160R101 - Tesla $841,493 Holding68389X105 - Oracle $283,954 Holding74347X633 - ProShares Ultra Financials $218,130 Holding808524797 - Schwab US Dividend Equity ETF $201,218 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 29,473 shares (about $1.47M)Tesla 3,247 shares (about $841.49K)iShares Short Treasury Bond ETF 4,608 shares (about $508.97K)iShares 1-3 Year Treasury Bond ETF 5,553 shares (about $459.39K)SPDR S&P 500 ETF Trust 816 shares (about $456.46K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 7,896 shares (about $718.66K)Vanguard Total Bond Market ETF 5,792 shares (about $425.42K)Schwab Short-Term U.S. Treasury ETF 11,010 shares (about $267.98K)Vanguard S&P Small-Cap 600 Value ETF 3,011 shares (about $252.65K)Invesco S&P MidCap Momentum ETF 1,569 shares (about $178.49K) 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$17,393,912$215,640 ▲1.3%694,65811.9%ETFVOOVanguard S&P 500 ETF$15,026,890$181,387 ▲1.2%29,24410.3%ETFQQQMInvesco NASDAQ 100 ETF$9,144,749$79,139 ▼-0.9%47,3776.3%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$8,581,624$7,673 ▲0.1%363,4745.9%ETFSPYSPDR S&P 500 ETF Trust$8,469,074$456,457 ▲5.7%15,1405.8%FinanceQQQInvesco QQQ$6,191,040$90,969 ▲1.5%13,2034.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$5,828,039$21,503 ▲0.4%219,2644.0%ETFIWFiShares Russell 1000 Growth ETF$5,145,892$41,525 ▲0.8%14,2513.5%ETFIWBiShares Russell 1000 ETF$4,591,648$11,350 ▲0.2%14,9693.1%ETFJEPIJPMorgan Equity Premium Income ETF$4,366,468$57,483 ▲1.3%76,4173.0%ETFIWOiShares Russell 2000 Growth ETF$4,050,396$161,495 ▲4.2%15,8512.8%ETFSMHVanEck Semiconductor ETF$3,941,802$135,997 ▼-3.3%18,6372.7%ManufacturingFLDRFidelity Low Duration Bond Factor ETF$3,285,184$1,754 ▲0.1%65,5472.2%ETFBNDVanguard Total Bond Market ETF$3,240,750$425,421 ▼-11.6%44,1222.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$3,043,296$267,983 ▼-8.1%125,0332.1%ETFXMMOInvesco S&P MidCap Momentum ETF$3,027,525$178,491 ▼-5.6%26,6132.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,886,535$154,152 ▼-5.1%124,6352.0%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$2,860,379$178,166 ▼-5.9%26,7632.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,669,471$326,231 ▲13.9%6,3581.8%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,657,854$18,328 ▼-0.7%22,6221.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,405,227$23,950 ▼-1.0%29,9271.6%ETFSCHXSchwab US Large-Cap ETF$2,241,293$55,833 ▲2.6%101,6011.5%ETFVUSBVanguard Ultra-Short Bond ETF$2,047,560$1,469,387 ▲254.1%41,0701.4%ETFVOTVanguard Mid-Cap Growth ETF$1,813,231$42,322 ▼-2.3%7,4121.2%ETFAAPLApple$1,721,228$29,091 ▼-1.7%7,7511.2%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,448,098$75,644 ▲5.5%9,5911.0%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,213,649$11,948 ▼-1.0%24,1760.8%MiscellaneousSCHMSchwab U.S. Mid-Cap ETF$1,168,588$3,458 ▲0.3%44,6030.8%ETFVOOVVanguard S&P 500 Value ETF$1,064,711$13,445 ▼-1.2%5,7810.7%ETFXSMOInvesco S&P SmallCap Momentum ETF$1,015,270$4,330 ▼-0.4%16,1800.7%ETFIWMiShares Russell 2000 ETF$953,247$7,980 ▼-0.8%4,7780.7%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$901,224$139,879 ▼-13.4%17,6470.6%ETFXLKTechnology Select Sector SPDR Fund$868,744$34,684 ▲4.2%4,2080.6%ETFTSLATesla$841,493$841,493 ▲New Holding3,2470.6%Auto/Tires/TrucksSHViShares Short Treasury Bond ETF$815,922$508,971 ▲165.8%7,3870.6%ETFAMZNAmazon.com$776,261$114,156 ▼-12.8%4,0800.5%Retail/WholesaleSCHASchwab US Small-Cap ETF$774,576$19,236 ▼-2.4%33,0590.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$768,461$459,389 ▲148.6%9,2890.5%ManufacturingIWDiShares Russell 1000 Value ETF$765,980$34,432 ▼-4.3%4,0710.5%ETFAIQGlobal X Future Analytics Tech ETF$726,627$182 ▲0.0%19,9730.5%ETFKLACKLA$665,524$20,394 ▼-3.0%9790.5%Computer and TechnologyNVDANVIDIA$654,469$30,375 ▲4.9%6,0330.4%Computer and TechnologyMSFTMicrosoft$505,489$21,406 ▼-4.1%1,3460.3%Computer and TechnologyMETAMeta Platforms$437,1020.0%7580.3%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$429,367$252,653 ▼-37.0%5,1170.3%ETFVOVanguard Mid-Cap ETF$361,188$1,810 ▲0.5%1,3970.2%ETFVOEVanguard Mid-Cap Value ETF$351,680$15,088 ▼-4.1%2,1910.2%ETFQLDProShares Ultra QQQ$329,117$13,332 ▲4.2%3,7030.2%ETFORCLOracle$283,954$283,954 ▲New Holding2,0310.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$270,515$58,353 ▼-17.7%3,2590.2%ETFTLTiShares 20+ Year Treasury Bond ETF$255,480$718,657 ▼-73.8%2,8070.2%ETFSOXXiShares Semiconductor ETF$254,126$75,617 ▲42.4%1,3510.2%ETFUYGProShares Ultra Financials$218,130$218,130 ▲New Holding2,4460.1%ETFCOWZPacer US Cash Cows 100 ETF$206,353$3,724 ▼-1.8%3,7680.1%ETFSCHDSchwab US Dividend Equity ETF$201,218$201,218 ▲New Holding7,1970.1%ETFEDVVanguard Extended Duration Treasury ETF$0$432,689 ▼-100.0%00.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$381,061 ▼-100.0%00.0%ETFGOOGAlphabet$0$217,740 ▼-100.0%00.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$0$207,907 ▼-100.0%00.0%ETFRWLInvesco S&P 500 Revenue ETF$0$207,830 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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