Lowery Thomas, LLC Top Holdings and 13F Report (2025) About Lowery Thomas, LLCInvestment ActivityLowery Thomas, LLC has $156.19 million in total holdings as of June 30, 2025.Lowery Thomas, LLC owns shares of 53 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.12% of the portfolio was purchased this quarter.About 4.96% of the portfolio was sold this quarter.This quarter, Lowery Thomas, LLC has purchased 55 new stocks and bought additional shares in 18 stocks.Lowery Thomas, LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $19,941,481Vanguard S&P 500 ETF $15,665,686Invesco NASDAQ 100 ETF $10,142,827SPDR S&P 500 ETF Trust $9,329,690Schwab Fundamental U.S. Large Company ETF $8,620,140 Largest New Holdings this Quarter 78467Y107 - SPDR S&P MidCap 400 ETF Trust $208,028 Holding02079K107 - Alphabet $203,234 Holding Largest Purchases this Quarter Vanguard Ultra-Short Bond ETF 10,878 shares (about $542.44K)Vanguard Total Bond Market ETF 3,243 shares (about $238.78K)SPDR S&P MidCap 400 ETF Trust 367 shares (about $208.03K)Alphabet 1,146 shares (about $203.23K)iShares Short Treasury Bond ETF 1,501 shares (about $165.75K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,665 shares (about $945.77K)Invesco NASDAQ 100 ETF 2,715 shares (about $616.58K)VanEck Semiconductor ETF 1,888 shares (about $526.53K)Vanguard S&P Small-Cap 600 Growth ETF 3,518 shares (about $402.57K)Schwab US Small-Cap ETF 15,770 shares (about $398.98K) 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$19,941,481$349,468 ▼-1.7%682,69412.8%ETFVOOVanguard S&P 500 ETF$15,665,686$945,769 ▼-5.7%27,57910.0%ETFQQQMInvesco NASDAQ 100 ETF$10,142,827$616,582 ▼-5.7%44,6626.5%ETFSPYSPDR S&P 500 ETF Trust$9,329,690$24,714 ▼-0.3%15,1006.0%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$8,620,140$299,511 ▼-3.4%351,2695.5%ETFQQQInvesco QQQ$7,164,047$119,153 ▼-1.6%12,9874.6%FinanceIWFiShares Russell 1000 Growth ETF$6,056,575$5,944 ▲0.1%14,2653.9%ETFSCHVSchwab U.S. Large-Cap Value ETF$6,000,214$66,823 ▼-1.1%216,8493.8%ETFIWBiShares Russell 1000 ETF$5,095,237$12,224 ▲0.2%15,0053.3%ETFSMHVanEck Semiconductor ETF$4,671,027$526,533 ▼-10.1%16,7493.0%ManufacturingIWOiShares Russell 2000 Growth ETF$4,349,604$181,519 ▼-4.0%15,2162.8%ETFJEPIJPMorgan Equity Premium Income ETF$3,969,876$374,413 ▼-8.6%69,8312.5%ETFBNDVanguard Total Bond Market ETF$3,487,472$238,781 ▲7.4%47,3652.2%ETFFLDRFidelity Low Duration Bond Factor ETF$3,128,132$153,815 ▼-4.7%62,4752.0%ETFXMMOInvesco S&P MidCap Momentum ETF$3,105,383$317,844 ▼-9.3%24,1422.0%ETFIWPiShares Russell Mid-Cap Growth ETF$3,017,498$119,679 ▼-3.8%21,7591.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,980,006$68,288 ▼-2.2%122,2321.9%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,876,964$19,545 ▼-0.7%123,7941.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,828,387$24,211 ▼-0.8%29,6731.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$2,738,693$63,014 ▼-2.2%6,2151.8%FinanceVIOGVanguard S&P Small-Cap 600 Growth ETF$2,659,972$402,572 ▼-13.1%23,2451.7%ETFVUSBVanguard Ultra-Short Bond ETF$2,590,409$542,436 ▲26.5%51,9481.7%ETFSCHXSchwab US Large-Cap ETF$2,306,574$176,555 ▼-7.1%94,3771.5%ETFVOTVanguard Mid-Cap Growth ETF$2,018,413$89,587 ▼-4.2%7,0971.3%ETFAAPLApple$1,590,657$410 ▲0.0%7,7531.0%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,465,332$47,803 ▼-3.2%9,2880.9%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,263,999$7,071 ▲0.6%24,3120.8%MiscellaneousIWMiShares Russell 2000 ETF$1,077,114$45,968 ▲4.5%4,9910.7%FinanceVOOVVanguard S&P 500 Value ETF$1,072,590$18,304 ▼-1.7%5,6840.7%ETFXLKTechnology Select Sector SPDR Fund$1,064,585$1,013 ▼-0.1%4,2040.7%ETFNVDANVIDIA$1,051,089$97,952 ▲10.3%6,6530.7%Computer and TechnologyXSMOInvesco S&P SmallCap Momentum ETF$1,020,371$80,196 ▼-7.3%15,0010.7%ETFSHViShares Short Treasury Bond ETF$981,462$165,749 ▲20.3%8,8880.6%ETFAMZNAmazon.com$895,1110.0%4,0800.6%Retail/WholesaleSCHMSchwab U.S. Mid-Cap ETF$891,904$359,208 ▼-28.7%31,7970.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$881,787$112,108 ▲14.6%10,6420.6%ManufacturingTSLATesla$853,552$177,890 ▼-17.2%2,6870.5%Auto/Tires/TrucksKLACKLA$814,228$62,702 ▼-7.2%9090.5%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$804,330$119,338 ▼-12.9%15,3670.5%ETFIWDiShares Russell 1000 Value ETF$794,180$3,496 ▲0.4%4,0890.5%ETFMSFTMicrosoft$619,627$49,729 ▼-7.4%1,2460.4%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$610,419$262,176 ▼-30.0%13,9720.4%ETFMETAMeta Platforms$560,038$738 ▲0.1%7590.4%Computer and TechnologyQLDProShares Ultra QQQ$451,301$15,420 ▲3.5%3,8340.3%ETFVOVanguard Mid-Cap ETF$438,101$47,279 ▲12.1%1,5660.3%ETFSCHASchwab US Small-Cap ETF$437,409$398,979 ▼-47.7%17,2890.3%ETFSOXXiShares Semiconductor ETF$323,112$716 ▲0.2%1,3540.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$316,741$27,512 ▲9.5%3,5690.2%ETFVOEVanguard Mid-Cap Value ETF$310,207$50,166 ▼-13.9%1,8860.2%ETFUYGProShares Ultra Financials$234,379$669 ▲0.3%2,4530.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$208,028$208,028 ▲New Holding3670.1%ETFSCHDSchwab US Dividend Equity ETF$205,838$15,106 ▲7.9%7,7670.1%ETFGOOGAlphabet$203,234$203,234 ▲New Holding1,1460.1%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$0$429,367 ▼-100.0%00.0%ETFORCLOracle$0$283,954 ▼-100.0%00.0%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$0$255,480 ▼-100.0%00.0%ETFCOWZPacer US Cash Cows 100 ETF$0$206,353 ▼-100.0%00.0%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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