13F HOLDINGS REPORT
LOWERY THOMAS, LLC
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001951757-25-000505
Total Value
$146.2M
Positions
55
Other Managers
0
Confidential Omitted
No
Holdings (55)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524300 | 694,658 | $17.4M | 11.90% |
| 2 | VANGUARD INDEX FDS | 922908363 | 29,244 | $15.0M | 10.28% |
| 3 | INVESCO EXCH TRADED FD TR II | IVZ | 47,377 | $9.1M | 6.26% |
| 4 | SCHWAB STRATEGIC TR | 808524771 | 363,474 | $8.6M | 5.87% |
| 5 | SPDR S&P 500 ETF TR | SPY | 15,140 | $8.5M | 5.79% |
| 6 | INVESCO QQQ TR | IVZ | 13,203 | $6.2M | 4.24% |
| 7 | SCHWAB STRATEGIC TR | 808524409 | 219,264 | $5.8M | 3.99% |
| 8 | ISHARES TR | 464287614 | 14,251 | $5.1M | 3.52% |
| 9 | ISHARES TR | 464287622 | 14,969 | $4.6M | 3.14% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 76,417 | $4.4M | 2.99% |
| 11 | ISHARES TR | 464287648 | 15,851 | $4.1M | 2.77% |
| 12 | VANECK ETF TRUST | 92189F676 | 18,637 | $3.9M | 2.70% |
| 13 | FIDELITY MERRIMACK STR TR | 316188408 | 65,547 | $3.3M | 2.25% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 44,122 | $3.2M | 2.22% |
| 15 | SCHWAB STRATEGIC TR | 808524862 | 125,033 | $3.0M | 2.08% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 26,613 | $3.0M | 2.07% |
| 17 | SCHWAB STRATEGIC TR | 808524839 | 124,635 | $2.9M | 1.97% |
| 18 | VANGUARD ADMIRAL FDS INC | 921932794 | 26,763 | $2.9M | 1.96% |
| 19 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 6,358 | $2.7M | 1.83% |
| 20 | ISHARES TR | 464287481 | 22,622 | $2.7M | 1.82% |
| 21 | SPDR SER TR | 78464A409 | 29,927 | $2.4M | 1.65% |
| 22 | SCHWAB STRATEGIC TR | 808524201 | 101,601 | $2.2M | 1.53% |
| 23 | VANGUARD BD INDEX FDS | 92203C303 | 41,070 | $2.0M | 1.40% |
| 24 | VANGUARD INDEX FDS | 922908538 | 7,412 | $1.8M | 1.24% |
| 25 | APPLE INC | AAPL | 7,751 | $1.7M | 1.18% |
| 26 | ISHARES TR | 464287630 | 9,591 | $1.4M | 0.99% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 24,176 | $1.2M | 0.83% |
| 28 | SCHWAB STRATEGIC TR | 808524508 | 44,603 | $1.2M | 0.80% |
| 29 | VANGUARD ADMIRAL FDS INC | 921932703 | 5,781 | $1.1M | 0.73% |
| 30 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,180 | $1.0M | 0.69% |
| 31 | ISHARES TR | 464287655 | 4,778 | $953,247 | 0.65% |
| 32 | SPDR SER TR | 78464A508 | 17,647 | $901,224 | 0.62% |
| 33 | SELECT SECTOR SPDR TR | 81369Y803 | 4,208 | $868,744 | 0.59% |
| 34 | TESLA INC | TSLA | 3,247 | $841,493 | 0.58% |
| 35 | ISHARES TR | 464288679 | 7,387 | $815,922 | 0.56% |
| 36 | AMAZON COM INC | AMZN | 4,080 | $776,261 | 0.53% |
| 37 | SCHWAB STRATEGIC TR | 808524607 | 33,059 | $774,576 | 0.53% |
| 38 | ISHARES TR | 464287457 | 9,289 | $768,461 | 0.53% |
| 39 | ISHARES TR | 464287598 | 4,071 | $765,980 | 0.52% |
| 40 | GLOBAL X FDS | 37954Y632 | 19,973 | $726,627 | 0.50% |
| 41 | KLA CORP | KLAC | 979 | $665,524 | 0.46% |
| 42 | NVIDIA CORPORATION | NVDA | 6,033 | $654,469 | 0.45% |
| 43 | MICROSOFT CORP | MSFT | 1,346 | $505,489 | 0.35% |
| 44 | META PLATFORMS INC | META | 758 | $437,102 | 0.30% |
| 45 | VANGUARD ADMIRAL FDS INC | 921932778 | 5,117 | $429,367 | 0.29% |
| 46 | VANGUARD INDEX FDS | 922908629 | 1,397 | $361,188 | 0.25% |
| 47 | VANGUARD INDEX FDS | 922908512 | 2,191 | $351,680 | 0.24% |
| 48 | PROSHARES TR | 74347R206 | 3,703 | $329,117 | 0.23% |
| 49 | ORACLE CORP | ORCL-PD | 2,031 | $283,954 | 0.19% |
| 50 | SPDR SER TR | 78464A201 | 3,259 | $270,515 | 0.19% |
| 51 | ISHARES TR | 464287432 | 2,807 | $255,480 | 0.17% |
| 52 | ISHARES TR | 464287523 | 1,351 | $254,126 | 0.17% |
| 53 | PROSHARES TR | 74347X633 | 2,446 | $218,130 | 0.15% |
| 54 | PACER FDS TR | 69374H881 | 3,768 | $206,353 | 0.14% |
| 55 | SCHWAB STRATEGIC TR | 808524797 | 7,197 | $201,218 | 0.14% |