The Analysis of LOWERY THOMAS, LLC's Holdings
Currently, LOWERY THOMAS, LLC holds 55 types of securities in its portfolio with a total value $177.0M. In the most recent quarter, they have increased their positions in N/A (+3.3K shares, valued at $1.0M), XLK (+4.2K shares, valued at $603.4K), BND (+8.1K shares, valued at $598.0K); decreased their positions in QQQM (-1.8K shares, valued at $463.1K), TSLA (-1.0K shares, valued at $449.7K), IWO (-1.2K shares, valued at $380.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR710.9K shares-0.46%2025-12-312026-01-26
QQQM INVESCO EXCH TRADED FD TR II44.1K shares-3.99%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR367.0K shares-1.32%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR13.3K shares-2.18%2025-12-312026-01-26 IWF ISHARES TR13.9K shares-0.52%2025-12-312026-01-26 SCHV SCHWAB STRATEGIC TR221.9K shares-0.81%2025-12-312026-01-26 SMH VANECK ETF TRUST18.0K shares0.46%2025-12-312026-01-26 IWB ISHARES TR14.9K shares0.28%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS62.6K shares14.82%2025-12-312026-01-26 IWO ISHARES TR13.8K shares-7.90%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F76.7K shares2.14%2025-12-312026-01-26 VUSB VANGUARD BD INDEX FDS75.5K shares6.83%2025-12-312026-01-26 FLDR FIDELITY MERRIMACK STR TR74.5K shares7.80%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR152.6K shares11.49%2025-12-312026-01-26 XMMO INVESCO EXCHANGE TRADED FD T25.7K shares0.84%2025-12-312026-01-26 SCHO SCHWAB STRATEGIC TR136.5K shares6.27%2025-12-312026-01-26 SPYG SPDR SERIES TRUST28.5K shares-2.97%2025-12-312026-01-26 VIOG VANGUARD ADMIRAL FDS INC24.5K shares0.79%2025-12-312026-01-26 IWP ISHARES TR21.5K shares-0.23%2025-12-312026-01-26 DIA SPDR DOW JONES INDL AVERAGE5.9K shares-5.72%2025-12-312026-01-26 SCHX SCHWAB STRATEGIC TR97.6K shares3.83%2025-12-312026-01-26 AAPL APPLE INC7.7K shares-0.36%2025-12-312026-01-26 VOT VANGUARD INDEX FDS7.3K shares1.46%2025-12-312026-01-26 XSVM INVESCO EXCHANGE TRADED FD T25.7K shares1.19%2025-12-312026-01-26 ALPHABET INC ALPHABET INC4.4K shares287.10%2025-12-312026-01-26 NVDA NVIDIA CORPORATION6.8K shares2.07%2025-12-312026-01-26 VOOV VANGUARD ADMIRAL FDS INC6.1K shares0.46%2025-12-312026-01-26 IWN ISHARES TR6.8K shares-14.30%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR8.3K shares101.13%2025-12-312026-01-26 XSMO INVESCO EXCHANGE TRADED FD T16.2K shares2.97%2025-12-312026-01-26 SHV ISHARES TR10.4K shares7.41%2025-12-312026-01-26 SHY ISHARES TR13.3K shares12.02%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR34.0K shares2.54%2025-12-312026-01-26 IWM ISHARES TR4.0K shares-19.82%2025-12-312026-01-26 KLAC KLA CORP809 shares-11.00%2025-12-312026-01-26 SPYV SPDR SERIES TRUST16.6K shares11.98%2025-12-312026-01-26 AMZN AMAZON COM INC4.1K shares-0.49%2025-12-312026-01-26 IWD ISHARES TR3.8K shares0.47%2025-12-312026-01-26 AIQ GLOBAL X FDS13.5K shares-5.46%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR21.5K shares4.19%2025-12-312026-01-26 MSFT MICROSOFT CORP1.2K shares0.16%2025-12-312026-01-26 QLD PROSHARES TR7.9K shares105.13%2025-12-312026-01-26 TSLA TESLA INC1.2K shares-45.72%2025-12-312026-01-26 META META PLATFORMS INC760 shares0.13%2025-12-312026-01-26 SOXX ISHARES TR1.3K shares-1.33%2025-12-312026-01-26 VOE VANGUARD INDEX FDS1.9K shares1.00%2025-12-312026-01-26 SLYG SPDR SERIES TRUST3.6K shares0.11%2025-12-312026-01-26 VO VANGUARD INDEX FDS959 shares-38.17%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR9.5K shares5.49%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR419 shares-10.47%2025-12-312026-01-26 UYG PROSHARES TR2.7K shares9.05%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-26 RWL INVESCO EXCH TRADED FD TR II1.8K shares0.33%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available