The Analysis of LOWERY THOMAS, LLC's Holdings
Currently, LOWERY THOMAS, LLC holds 55 types of securities in its portfolio with a total value $173.2M. In the most recent quarter, they have increased their positions in SCHG (+31.5K shares, valued at $1.0M), VUSB (+18.7K shares, valued at $936.3K), FNDX (+20.6K shares, valued at $541.7K); decreased their positions in SPY (-1.5K shares, valued at $967.3K), IWN (-1.3K shares, valued at $233.7K), TSLA (-500 shares, valued at $222.4K); initiated new positions in PLTR (+1.3K shares, valued at $239.0K), RWL (+1.8K shares, valued at $203.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR714.2K shares4.61%2025-09-302025-11-10
VOO VANGUARD INDEX FDS28.2K shares2.08%2025-09-302025-11-10 QQQM INVESCO EXCH TRADED FD TR II45.9K shares2.86%2025-09-302025-11-10 FNDX SCHWAB STRATEGIC TR371.9K shares5.86%2025-09-302025-11-10 SPY SPDR S&P 500 ETF TR13.6K shares-9.62%2025-09-302025-11-10 QQQ INVESCO QQQ TR13.0K shares0.08%2025-09-302025-11-10 IWF ISHARES TR14.0K shares-1.84%2025-09-302025-11-10 SCHV SCHWAB STRATEGIC TR223.7K shares3.16%2025-09-302025-11-10 SMH VANECK ETF TRUST17.9K shares6.99%2025-09-302025-11-10 IWB ISHARES TR14.9K shares-0.82%2025-09-302025-11-10 IWO ISHARES TR14.9K shares-1.87%2025-09-302025-11-10 JEPI J P MORGAN EXCHANGE TRADED F75.0K shares7.46%2025-09-302025-11-10 BND VANGUARD BD INDEX FDS54.5K shares15.02%2025-09-302025-11-10 VUSB VANGUARD BD INDEX FDS70.7K shares36.05%2025-09-302025-11-10 FLDR FIDELITY MERRIMACK STR TR69.1K shares10.55%2025-09-302025-11-10 XMMO INVESCO EXCHANGE TRADED FD T25.5K shares5.52%2025-09-302025-11-10 SCHZ SCHWAB STRATEGIC TR136.8K shares10.55%2025-09-302025-11-10 SCHO SCHWAB STRATEGIC TR128.5K shares5.12%2025-09-302025-11-10 SPYG SPDR SERIES TRUST29.4K shares-0.91%2025-09-302025-11-10 IWP ISHARES TR21.6K shares-0.84%2025-09-302025-11-10 VIOG VANGUARD ADMIRAL FDS INC24.3K shares4.72%2025-09-302025-11-10 DIA SPDR DOW JONES INDL AVERAGE6.2K shares-0.08%2025-09-302025-11-10 SCHX SCHWAB STRATEGIC TR94.0K shares-0.44%2025-09-302025-11-10 VOT VANGUARD INDEX FDS7.2K shares1.44%2025-09-302025-11-10 AAPL APPLE INC7.7K shares-0.48%2025-09-302025-11-10 XSVM INVESCO EXCHANGE TRADED FD T25.4K shares4.34%2025-09-302025-11-10 IWN ISHARES TR8.0K shares-14.23%2025-09-302025-11-10 NVDA NVIDIA CORPORATION6.7K shares0.00%2025-09-302025-11-10 VOOV VANGUARD ADMIRAL FDS INC6.1K shares6.65%2025-09-302025-11-10 IWM ISHARES TR5.0K shares-0.12%2025-09-302025-11-10 XLK SELECT SECTOR SPDR TR4.1K shares-1.43%2025-09-302025-11-10 XSMO INVESCO EXCHANGE TRADED FD T15.7K shares4.65%2025-09-302025-11-10 SHV ISHARES TR9.7K shares8.83%2025-09-302025-11-10 SCHM SCHWAB STRATEGIC TR33.2K shares4.37%2025-09-302025-11-10 SHY ISHARES TR11.8K shares11.19%2025-09-302025-11-10 KLAC KLA CORP909 shares0.00%2025-09-302025-11-10 TSLA TESLA INC2.2K shares-18.61%2025-09-302025-11-10 AMZN AMAZON COM INC4.1K shares0.00%2025-09-302025-11-10 SPYV SPDR SERIES TRUST14.8K shares-3.45%2025-09-302025-11-10 IWD ISHARES TR3.8K shares-6.92%2025-09-302025-11-10 AIQ GLOBAL X FDS14.3K shares2.24%2025-09-302025-11-10 MSFT MICROSOFT CORP1.2K shares0.08%2025-09-302025-11-10 SCHA SCHWAB STRATEGIC TR20.7K shares19.45%2025-09-302025-11-10 META META PLATFORMS INC759 shares0.00%2025-09-302025-11-10 QLD PROSHARES TR3.8K shares0.13%2025-09-302025-11-10 VO VANGUARD INDEX FDS1.6K shares-0.96%2025-09-302025-11-10 SOXX ISHARES TR1.4K shares0.15%2025-09-302025-11-10 SLYG SPDR SERIES TRUST3.6K shares0.25%2025-09-302025-11-10 VOE VANGUARD INDEX FDS1.9K shares0.53%2025-09-302025-11-10 GOOG ALPHABET INC1.1K shares0.09%2025-09-302025-11-10 MDY SPDR S&P MIDCAP 400 ETF TR468 shares27.52%2025-09-302025-11-10 SCHD SCHWAB STRATEGIC TR9.0K shares15.36%2025-09-302025-11-10 UYG PROSHARES TR2.5K shares0.45%2025-09-302025-11-10 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-10 RWL INVESCO EXCH TRADED FD TR II1.8K sharesnew addition2025-09-302025-11-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available