Lowery Thomas, LLC Purchases and Sells in Q3 2024

Lowery Thomas, LLC

$147 Million
Q3 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.29K + 4.78%	$475.2 - $527.7 $612K - $680K	28.2K $14.9M
SCHG	5.47K + 3.37%	$92.63 - $105.69 $506K - $578K	168K $17.5M
FNDX	7.87K + 7.23%	$65.36 - $71.76 $514K - $564K	117K $8.37M
QQQM	2.96K + 6.67%	$178.94 - $207.0 $529K - $613K	47.3K $9.5M
SCHV	2.05K + 2.9%	$73.43 - $80.37 $150K - $164K	72.6K $5.84M
SPY	46 + 0.32%	$517.38 - $573.86 $23.8K - $26.4K	14.5K $8.33M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	38.8K New	$71.45 - $75.64 $2.77M - $2.94M	38.8K $2.92M
SCHZ	53.4K New	$45.2 - $47.87 $2.41M - $2.55M	53.4K $2.54M
FLDR	48.6K New	$49.88 - $50.45 $2.43M - $2.45M	48.6K $2.44M
TLT	16.3K New	$89.91 - $101.33 $1.47M - $1.66M	16.3K $1.6M
EDV	9.87K New	$70.73 - $83.52 $698K - $825K	9.87K $786K
RWL	2.12K New	$90.36 - $98.07 $191K - $207K	2.12K $207K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-75.9K - 80.97%	$91.42 - $91.82 $6.94M - $6.97M	17.8K $1.64M
SCHO	-39.4K - 32.12%	$47.93 - $49.06 $1.89M - $1.93M	83.3K $4.08M
QQQ	-734 - 5.34%	$434.77 - $502.96 $319K - $369K	13K $6.36M
IWB	-1.06K - 6.63%	$283.28 - $314.39 $300K - $333K	14.9K $4.68M
IWP	-2K - 8.03%	$103.87 - $117.59 $207K - $235K	22.9K $2.68M
SPYG	-1.05K - 3.32%	$73.38 - $84.1 $76.8K - $88K	30.5K $2.53M

Activity Summary All Purchases 35 New Holdings 7 Increased Positions 28 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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