13F HOLDINGS REPORT
LOWERY THOMAS, LLC
Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0001951757-25-000206
Total Value
$153.4M
Positions
56
Other Managers
0
Confidential Omitted
No
Holdings (56)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524300 | 686,046 | $19.1M | 12.47% |
| 2 | VANGUARD INDEX FDS | 922908363 | 28,891 | $15.6M | 10.15% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 47,787 | $10.1M | 6.56% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 363,149 | $8.6M | 5.61% |
| 5 | SPDR S&P 500 ETF TR | SPY | 14,324 | $8.4M | 5.47% |
| 6 | INVESCO QQQ TR | IVZ | 13,009 | $6.7M | 4.34% |
| 7 | SCHWAB STRATEGIC TR | 808524409 | 218,455 | $5.7M | 3.71% |
| 8 | ISHARES TR | 464287614 | 14,136 | $5.7M | 3.70% |
| 9 | ISHARES TR | 464287622 | 14,932 | $4.8M | 3.14% |
| 10 | VANECK ETF TRUST | 92189F676 | 19,280 | $4.7M | 3.04% |
| 11 | ISHARES TR | 464287648 | 15,219 | $4.4M | 2.86% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 75,411 | $4.3M | 2.83% |
| 13 | VANGUARD BD INDEX FDS | 921937835 | 49,914 | $3.6M | 2.34% |
| 14 | INVESCO EXCHANGE TRADED FD T | IVZ | 28,182 | $3.5M | 2.27% |
| 15 | VANGUARD ADMIRAL FDS INC | 921932794 | 28,430 | $3.3M | 2.16% |
| 16 | SCHWAB STRATEGIC TR | 808524862 | 136,043 | $3.3M | 2.13% |
| 17 | FIDELITY MERRIMACK STR TR | 316188408 | 65,512 | $3.3M | 2.13% |
| 18 | SCHWAB STRATEGIC TR | 808524839 | 131,291 | $3.0M | 1.94% |
| 19 | ISHARES TR | 464287481 | 22,778 | $2.9M | 1.88% |
| 20 | SPDR SER TR | 78464A409 | 30,225 | $2.7M | 1.73% |
| 21 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 5,581 | $2.4M | 1.55% |
| 22 | SCHWAB STRATEGIC TR | 808524201 | 99,070 | $2.3M | 1.50% |
| 23 | APPLE INC | AAPL | 7,882 | $2.0M | 1.29% |
| 24 | VANGUARD INDEX FDS | 922908538 | 7,585 | $1.9M | 1.25% |
| 25 | ISHARES TR | 464287630 | 9,090 | $1.5M | 0.97% |
| 26 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,414 | $1.3M | 0.87% |
| 27 | SCHWAB STRATEGIC TR | 808524508 | 44,471 | $1.2M | 0.80% |
| 28 | VANGUARD ADMIRAL FDS INC | 921932703 | 5,854 | $1.1M | 0.70% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,249 | $1.1M | 0.70% |
| 30 | ISHARES TR | 464287655 | 4,818 | $1.1M | 0.69% |
| 31 | SPDR SER TR | 78464A508 | 20,386 | $1.0M | 0.68% |
| 32 | AMAZON COM INC | AMZN | 4,680 | $1.0M | 0.67% |
| 33 | SELECT SECTOR SPDR TR | 81369Y803 | 4,040 | $939,453 | 0.61% |
| 34 | ISHARES TR | 464287432 | 10,703 | $934,724 | 0.61% |
| 35 | SCHWAB STRATEGIC TR | 808524607 | 33,880 | $876,150 | 0.57% |
| 36 | ISHARES TR | 464287598 | 4,254 | $787,478 | 0.51% |
| 37 | NVIDIA CORPORATION | NVDA | 5,753 | $772,530 | 0.50% |
| 38 | GLOBAL X FDS | 37954Y632 | 19,968 | $771,554 | 0.50% |
| 39 | VANGUARD ADMIRAL FDS INC | 921932778 | 8,128 | $758,576 | 0.49% |
| 40 | KLA CORP | KLAC | 1,009 | $635,791 | 0.41% |
| 41 | MICROSOFT CORP | MSFT | 1,403 | $591,230 | 0.39% |
| 42 | VANGUARD BD INDEX FDS | 92203C303 | 11,597 | $575,441 | 0.38% |
| 43 | META PLATFORMS INC | META | 758 | $443,778 | 0.29% |
| 44 | VANGUARD WORLD FD | 921910709 | 6,389 | $432,689 | 0.28% |
| 45 | PROSHARES TR | 74347R206 | 3,553 | $384,569 | 0.25% |
| 46 | SPDR SER TR | 78468R663 | 4,168 | $381,061 | 0.25% |
| 47 | VANGUARD INDEX FDS | 922908512 | 2,285 | $369,631 | 0.24% |
| 48 | VANGUARD INDEX FDS | 922908629 | 1,390 | $367,205 | 0.24% |
| 49 | SPDR SER TR | 78464A201 | 3,962 | $357,995 | 0.23% |
| 50 | ISHARES TR | 464287457 | 3,736 | $306,256 | 0.20% |
| 51 | ISHARES TR | 464288679 | 2,779 | $305,959 | 0.20% |
| 52 | ALPHABET INC | GOOG | 1,143 | $217,740 | 0.14% |
| 53 | PACER FDS TR | 69374H881 | 3,836 | $216,663 | 0.14% |
| 54 | SPDR S&P MIDCAP 400 ETF TR | MDY | 365 | $207,907 | 0.14% |
| 55 | INVESCO EXCH TRADED FD TR II | IVZ | 2,122 | $207,830 | 0.14% |
| 56 | ISHARES TR | 464287523 | 949 | $204,442 | 0.13% |