$105 Million is the total value of LOWERY THOMAS, LLC's 44 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | New | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $5,635,000 | – | 61,590 | +100.0% | 5.39% | – |
| New | SCHWAB CHARLES FAMILY FD AMT TAX FREE MNYmoney market fund | $2,502,000 | – | 2,502,091 | +100.0% | 2.39% | – | |
| XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $1,650,000 | – | 22,863 | +100.0% | 1.58% | – |
| SPTS | New | SPDR PORTFOLIO SHORT TERM TREASURY ETFetf | $324,000 | – | 10,990 | +100.0% | 0.31% | – |
| New | WISDOMTREE FLOATING RATE TREASURY FUNDetf | $300,000 | – | 5,967 | +100.0% | 0.29% | – | |
| SCHA | New | SCHWAB U.S. SMALL-CAP ETFetf | $249,000 | – | 6,381 | +100.0% | 0.24% | – |
| SOXX | New | ISHARES SEMICONDUCTOR FUNDetf | $245,000 | – | 701 | +100.0% | 0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TRUST | 8 | Q3 2023 | 8.0% |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 8 | Q3 2023 | 8.4% |
| SPDR S&P 500 ETF TRUST | 8 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 9.4% |
| ISHARES TR | 8 | Q3 2023 | 5.2% |
| SPDR SER TR | 8 | Q3 2023 | 6.1% |
| ISHARES TR | 8 | Q3 2023 | 12.4% |
| ISHARES TR | 8 | Q3 2023 | 4.1% |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 8 | Q3 2023 | 6.7% |
| ISHARES TR | 8 | Q3 2023 | 3.8% |
View LOWERY THOMAS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-05-10 |
View LOWERY THOMAS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.