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

Currently, LOWERY THOMAS, LLC holds 57 types of securities in its portfolio with a total value $204.7M. In the most recent quarter, they have increased their positions in IWF (+36.8K shares, valued at $4.6M), KLAC (+5.5K shares, valued at $1.7M), VUSB (+18.2K shares, valued at $904.8K); decreased their positions in BND (-8.3K shares, valued at $609.2K), N/A (-650 shares, valued at $485.4K), QQQM (-1.4K shares, valued at $416.7K); initiated new positions in SPMO (+1.9K shares, valued at $310.3K), UYG (+3.2K shares, valued at $277.4K), VIOV (+2.0K shares, valued at $239.3K).

1M P&L

-957.5K-0.49%

3M P&L

+1.9M+1.00%

HY P&L

+4.2M+2.20%

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/A184.3M

94.4%

2Internet Content & Information3.8M

2.0%

3Consumer Electronics2.1M

1.1%

Top Industries by Stock Count

1N/A47 stocks

85.5%

2Internet Content & Information2 stocks

3.6%

3Internet Retail1 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR737.5K shares0.65%2026-06-302026-07-29

VOO VANGUARD INDEX FDS27.3K shares-0.69%2026-06-302026-07-29

QQQM INVESCO EXCH TRADED FD TR II43.0K shares-3.10%2026-06-302026-07-29

SMH VANECK ETF TRUST17.9K shares-1.37%2026-06-302026-07-29

FNDX SCHWAB STRATEGIC TR368.6K shares-1.95%2026-06-302026-07-29

QQQ INVESCO QQQ TR12.6K shares-1.88%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T12.2K shares-5.06%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR231.8K shares1.34%2026-06-302026-07-29

Sponsored

IWF ISHARES TR50.7K shares264.27%2026-06-302026-07-29

IWB ISHARES TR14.8K shares0.19%2026-06-302026-07-29

IWO ISHARES TR13.5K shares-0.99%2026-06-302026-07-29

VUSB VANGUARD BD INDEX FDS103.8K shares21.23%2026-06-302026-07-29

XMMO INVESCO EXCHANGE TRADED FD T27.0K shares1.92%2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F80.1K shares1.15%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS58.1K shares-12.50%2026-06-302026-07-29

SCHO SCHWAB STRATEGIC TR161.4K shares5.90%2026-06-302026-07-29

Sponsored

VIOG VANGUARD ADMIRAL FDS INC25.1K shares1.03%2026-06-302026-07-29

FLDR FIDELITY MERRIMACK STR TR74.2K shares-1.64%2026-06-302026-07-29

SCHZ SCHWAB STRATEGIC TR159.8K shares-4.13%2026-06-302026-07-29

GOOG ALPHABET INC9.7K shares-0.27%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR109.5K shares7.76%2026-06-302026-07-29

SPYG SPDR SERIES TRUST26.7K shares-4.60%2026-06-302026-07-29

IWP ISHARES TR21.4K shares-0.35%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND5.7K shares-2.07%2026-06-302026-07-29

Sponsored

VOT VANGUARD INDEX FDS7.4K shares0.62%2026-06-302026-07-29

AAPL APPLE INC7.2K shares-6.02%2026-06-302026-07-29

KLAC KLA CORP6.1K shares900.00%2026-06-302026-07-29

XSVM INVESCO EXCHANGE TRADED FD T26.1K shares0.40%2026-06-302026-07-29

XSMO INVESCO EXCHANGE TRADED FD T17.3K shares5.06%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR8.0K shares-7.11%2026-06-302026-07-29

IWN ISHARES TR6.7K shares-1.16%2026-06-302026-07-29

NVDA NVIDIA CORPORATION6.9K shares0.07%2026-06-302026-07-29

Sponsored

SHV ISHARES TR12.4K shares6.58%2026-06-302026-07-29

VOOV VANGUARD ADMIRAL FDS INC6.0K shares-1.23%2026-06-302026-07-29

SHY ISHARES TR15.4K shares1.76%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR34.0K shares-0.78%2026-06-302026-07-29

IWM ISHARES TR3.9K shares-1.28%2026-06-302026-07-29

SPYV SPDR SERIES TRUST16.3K shares0.39%2026-06-302026-07-29

AMZN AMAZON COM INC3.9K shares-2.48%2026-06-302026-07-29

IWD ISHARES TR3.9K shares0.31%2026-06-302026-07-29

Sponsored

AIQ GLOBAL X FDS14.0K shares2.94%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR22.6K shares-3.23%2026-06-302026-07-29

SOXX ISHARES TR1.2K shares0.08%2026-06-302026-07-29

QLD PROSHARES TR7.8K shares-2.43%2026-06-302026-07-29

MSFT MICROSOFT CORP1.3K shares0.16%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC761 shares0.13%2026-06-302026-07-29

SLYG SPDR SERIES TRUST3.6K shares0.20%2026-06-302026-07-29

TSLA TESLA INC947 shares-20.22%2026-06-302026-07-29

Sponsored

GOOGL ALPHABET INC1.1K shares0.00%2026-06-302026-07-29

VOE VANGUARD INDEX FDS1.9K shares0.47%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR11.0K shares4.63%2026-06-302026-07-29

SPMO INVESCO EXCH TRADED FD TR II1.9K sharesnew addition2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 40422 shares0.24%2026-06-302026-07-29

UYG PROSHARES TR3.2K sharesnew addition2026-06-302026-07-29

VIOV VANGUARD ADMIRAL FDS INC2.0K sharesnew addition2026-06-302026-07-29

RWL INVESCO EXCH TRADED FD TR II1.9K shares0.32%2026-06-302026-07-29

Sponsored

VO VANGUARD INDEX FDS2.7K shares193.53%2026-06-302026-07-29

SCHG

SCHWAB STRATEGIC TR

0.65%

Shares737.5K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-0.69%

Shares27.3K

Event2026-06-30

Filed2026-07-29

QQQM

INVESCO EXCH TRADED FD TR II

-3.10%

Shares43.0K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

-1.37%

Shares17.9K

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

-1.95%

Shares368.6K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-1.88%

Shares12.6K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-5.06%

Shares12.2K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

1.34%

Shares231.8K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

264.27%

Shares50.7K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

0.19%

Shares14.8K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

-0.99%

Shares13.5K

Event2026-06-30

Filed2026-07-29

VUSB

VANGUARD BD INDEX FDS

21.23%

Shares103.8K

Event2026-06-30

Filed2026-07-29

XMMO

INVESCO EXCHANGE TRADED FD T

1.92%

Shares27.0K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

1.15%

Shares80.1K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

-12.50%

Shares58.1K

Event2026-06-30

Filed2026-07-29

SCHO

SCHWAB STRATEGIC TR

5.90%

Shares161.4K

Event2026-06-30

Filed2026-07-29

VIOG

VANGUARD ADMIRAL FDS INC

1.03%

Shares25.1K

Event2026-06-30

Filed2026-07-29

FLDR

FIDELITY MERRIMACK STR TR

-1.64%

Shares74.2K

Event2026-06-30

Filed2026-07-29

SCHZ

SCHWAB STRATEGIC TR

-4.13%

Shares159.8K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-0.27%

Shares9.7K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

7.76%

Shares109.5K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

-4.60%

Shares26.7K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES TR

-0.35%

Shares21.4K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

-2.07%

Shares5.7K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

0.62%

Shares7.4K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-6.02%

Shares7.2K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

900.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

XSVM

INVESCO EXCHANGE TRADED FD T

0.40%

Shares26.1K

Event2026-06-30

Filed2026-07-29

XSMO

INVESCO EXCHANGE TRADED FD T

5.06%

Shares17.3K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-7.11%

Shares8.0K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

-1.16%

Shares6.7K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

0.07%

Shares6.9K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

6.58%

Shares12.4K

Event2026-06-30

Filed2026-07-29

VOOV

VANGUARD ADMIRAL FDS INC

-1.23%

Shares6.0K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

1.76%

Shares15.4K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

-0.78%

Shares34.0K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-1.28%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

0.39%

Shares16.3K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-2.48%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

0.31%

Shares3.9K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

2.94%

Shares14.0K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

-3.23%

Shares22.6K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-29

QLD

PROSHARES TR

-2.43%

Shares7.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

0.16%

Shares1.3K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

0.13%

Shares761

Event2026-06-30

Filed2026-07-29

SLYG

SPDR SERIES TRUST

0.20%

Shares3.6K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

-20.22%

Shares947

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

0.47%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

4.63%

Shares11.0K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.24%

Shares422

Event2026-06-30

Filed2026-07-29

UYG

PROSHARES TR

New

Shares3.2K

Event2026-06-30

Filed2026-07-29

VIOV

VANGUARD ADMIRAL FDS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-29

RWL

INVESCO EXCH TRADED FD TR II

0.32%

Shares1.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

193.53%

Shares2.7K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available