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The Analysis of LOWERY THOMAS, LLC's Holdings & P&L

Currently, LOWERY THOMAS, LLC holds 55 types of securities in its portfolio with a total value $174.9M. In the most recent quarter, they have increased their positions in N/A (+5.3K shares, valued at $1.5M), SCHG (+21.9K shares, valued at $636.1K), VUSB (+10.1K shares, valued at $503.8K); decreased their positions in SPY (-507 shares, valued at $329.7K), KLAC (-200 shares, valued at $294.5K), N/A (-386 shares, valued at $230.7K); initiated new positions in N/A (+1.1K shares, valued at $315.9K), COWZ (+3.2K shares, valued at $202.3K).

1M P&L

-10.9M-5.68%

3M P&L

-3.0M-1.61%

HY P&L

+4.5M+2.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A143.0M

95.2%

2Consumer Electronics2.1M

1.4%

3Semiconductors1.3M

0.8%

Top Industries by Stock Count

1N/A44 stocks

84.6%

2Software - Infrastructure2 stocks

3.8%

3Internet Retail1 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR732.8K shares3.07%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS27.5K shares-1.38%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II44.4K shares0.65%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR375.9K shares2.44%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T12.8K shares-3.80%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR12.9K shares-0.26%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR228.8K shares3.10%2026-03-312026-05-13

SMH VANECK ETF TRUST18.1K shares0.78%2026-03-312026-05-13

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IWF ISHARES TR13.9K shares-0.11%2026-03-312026-05-13

IWB ISHARES TR14.8K shares-0.79%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS66.4K shares6.14%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F79.2K shares3.30%2026-03-312026-05-13

IWO ISHARES TR13.6K shares-1.06%2026-03-312026-05-13

VUSB VANGUARD BD INDEX FDS85.6K shares13.40%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR166.7K shares9.25%2026-03-312026-05-13

XMMO INVESCO EXCHANGE TRADED FD T26.5K shares3.19%2026-03-312026-05-13

Sponsored

FLDR FIDELITY MERRIMACK STR TR75.4K shares1.33%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR152.4K shares11.62%2026-03-312026-05-13

VIOG VANGUARD ADMIRAL FDS INC24.9K shares1.30%2026-03-312026-05-13

ALPHABET INC ALPHABET INC9.7K shares118.54%2026-03-312026-05-13

IWP ISHARES TR21.5K shares-0.33%2026-03-312026-05-13

SPYG SPDR SERIES TRUST28.0K shares-1.91%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND5.8K shares-0.38%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR101.7K shares4.20%2026-03-312026-05-13

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AAPL APPLE INC7.7K shares0.01%2026-03-312026-05-13

VOT VANGUARD INDEX FDS7.4K shares1.30%2026-03-312026-05-13

XSVM INVESCO EXCHANGE TRADED FD T26.0K shares1.22%2026-03-312026-05-13

SHV ISHARES TR11.7K shares12.23%2026-03-312026-05-13

IWN ISHARES TR6.7K shares-1.22%2026-03-312026-05-13

XSMO INVESCO EXCHANGE TRADED FD T16.5K shares1.86%2026-03-312026-05-13

SHY ISHARES TR15.1K shares14.00%2026-03-312026-05-13

VOOV VANGUARD ADMIRAL FDS INC6.1K shares0.46%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION6.9K shares1.47%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR8.6K shares3.30%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR34.3K shares0.83%2026-03-312026-05-13

IWM ISHARES TR4.0K shares-0.33%2026-03-312026-05-13

SPYV SPDR SERIES TRUST16.3K shares-2.03%2026-03-312026-05-13

KLAC KLA CORP609 shares-24.72%2026-03-312026-05-13

AMZN AMAZON COM INC4.0K shares-0.49%2026-03-312026-05-13

IWD ISHARES TR3.8K shares0.39%2026-03-312026-05-13

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SCHA SCHWAB STRATEGIC TR23.3K shares8.50%2026-03-312026-05-13

AIQ GLOBAL X FDS13.6K shares0.83%2026-03-312026-05-13

QLD PROSHARES TR8.0K shares2.06%2026-03-312026-05-13

MSFT MICROSOFT CORP1.3K shares0.08%2026-03-312026-05-13

TSLA TESLA INC1.2K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC760 shares0.00%2026-03-312026-05-13

SOXX ISHARES TR1.2K shares-7.40%2026-03-312026-05-13

VOE VANGUARD INDEX FDS1.9K shares0.57%2026-03-312026-05-13

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SLYG SPDR SERIES TRUST3.6K shares0.20%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR10.5K shares10.96%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.1K sharesnew addition2026-03-312026-05-13

VO VANGUARD INDEX FDS912 shares-4.90%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 40421 shares0.48%2026-03-312026-05-13

RWL INVESCO EXCH TRADED FD TR II1.9K shares0.38%2026-03-312026-05-13

COWZ PACER FDS TR3.2K sharesnew addition2026-03-312026-05-13

SCHG

SCHWAB STRATEGIC TR

3.07%

Shares732.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.38%

Shares27.5K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

0.65%

Shares44.4K

Event2026-03-31

Filed2026-05-13

FNDX

SCHWAB STRATEGIC TR

2.44%

Shares375.9K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-3.80%

Shares12.8K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-0.26%

Shares12.9K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

3.10%

Shares228.8K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

0.78%

Shares18.1K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-0.11%

Shares13.9K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

-0.79%

Shares14.8K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

6.14%

Shares66.4K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

3.30%

Shares79.2K

Event2026-03-31

Filed2026-05-13

IWO

ISHARES TR

-1.06%

Shares13.6K

Event2026-03-31

Filed2026-05-13

VUSB

VANGUARD BD INDEX FDS

13.40%

Shares85.6K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB STRATEGIC TR

9.25%

Shares166.7K

Event2026-03-31

Filed2026-05-13

XMMO

INVESCO EXCHANGE TRADED FD T

3.19%

Shares26.5K

Event2026-03-31

Filed2026-05-13

FLDR

FIDELITY MERRIMACK STR TR

1.33%

Shares75.4K

Event2026-03-31

Filed2026-05-13

SCHO

SCHWAB STRATEGIC TR

11.62%

Shares152.4K

Event2026-03-31

Filed2026-05-13

VIOG

VANGUARD ADMIRAL FDS INC

1.30%

Shares24.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

118.54%

Shares9.7K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

-0.33%

Shares21.5K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

-1.91%

Shares28.0K

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

-0.38%

Shares5.8K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

4.20%

Shares101.7K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.01%

Shares7.7K

Event2026-03-31

Filed2026-05-13

VOT

VANGUARD INDEX FDS

1.30%

Shares7.4K

Event2026-03-31

Filed2026-05-13

XSVM

INVESCO EXCHANGE TRADED FD T

1.22%

Shares26.0K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

12.23%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

-1.22%

Shares6.7K

Event2026-03-31

Filed2026-05-13

XSMO

INVESCO EXCHANGE TRADED FD T

1.86%

Shares16.5K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

14.00%

Shares15.1K

Event2026-03-31

Filed2026-05-13

VOOV

VANGUARD ADMIRAL FDS INC

0.46%

Shares6.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

1.47%

Shares6.9K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

3.30%

Shares8.6K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

0.83%

Shares34.3K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-0.33%

Shares4.0K

Event2026-03-31

Filed2026-05-13

SPYV

SPDR SERIES TRUST

-2.03%

Shares16.3K

Event2026-03-31

Filed2026-05-13

KLAC

KLA CORP

-24.72%

Shares609

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.49%

Shares4.0K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

0.39%

Shares3.8K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

8.50%

Shares23.3K

Event2026-03-31

Filed2026-05-13

AIQ

GLOBAL X FDS

0.83%

Shares13.6K

Event2026-03-31

Filed2026-05-13

QLD

PROSHARES TR

2.06%

Shares8.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13