$105 Million is the total value of LOWERY THOMAS, LLC's 48 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $10,118,623 | -7.4% | 110,201 | -7.4% | 9.67% | -10.0% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $7,872,680 | -12.7% | 164,391 | -12.4% | 7.53% | -15.1% |
| IWB | Sell | ISHARES TRrus 1000 etf | $3,729,035 | -4.2% | 15,874 | -0.6% | 3.56% | -6.9% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,120,314 | -19.4% | 9,316 | -17.3% | 2.98% | -21.7% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,948,437 | -4.2% | 32,868 | -1.4% | 1.86% | -6.8% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $1,815,248 | -18.5% | 12,811 | -14.0% | 1.74% | -20.7% |
| XMMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $1,390,949 | -2.9% | 17,277 | -4.1% | 1.33% | -5.5% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,240,385 | -13.0% | 30,063 | -8.9% | 1.19% | -15.4% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $773,055 | -36.4% | 15,639 | -38.4% | 0.74% | -38.2% |
| XSMO | Sell | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $638,718 | -3.0% | 13,167 | -3.0% | 0.61% | -5.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $395,359 | -40.6% | 3,071 | -38.7% | 0.38% | -42.2% |
| AMZN | Sell | AMAZON COM INC | $369,665 | -4.1% | 2,908 | -1.7% | 0.35% | -6.9% |
| DWAS | Sell | INVESCO EXCH TRADED FD TR IIdorsey wrgt smlc | $269,297 | -14.7% | 3,585 | -10.6% | 0.26% | -17.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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 | 2024-02-05 |
| 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.