Lowery Thomas, LLC Purchases in Q2 2024

Lowery Thomas, LLC

  • $137 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.82K
+ 4.39%
$87.04 - $101.61 $594K - $693K
162K $16.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.5K
+ 8.58%
$170.63 - $199.67 $598K - $699K
44.3K $8.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 4.49%
$455.1 - $504.28 $527K - $584K
27K $13.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.22K
+ 7.57%
$199.21 - $276.76 $242K - $337K
17.3K $4.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.06K
+ 41.63%
$58.7 - $64.78 $414K - $457K
24K $1.54M
AAPL
Apple Inc.

Technology
50
+ 0.66%
$165.0 - $216.67 $8.25K - $10.8K
7.61K $1.6M
FNDX
Schwab Fundamental U S Large C

ETFs
3.82K
+ 3.64%
$63.87 - $67.55 $244K - $258K
109K $7.29M
GOOG
Alphabet Inc.

Communication Services
1.14K
New
$151.94 - $186.86 $173K - $213K
1.14K $209K
NVDA
Nvidia Corp

Technology
5.2K
+ 934.53%
$118.11 - $1224.4 $614K - $6.36M
5.75K $710K
XLK
Technology Sector Spdr

ETFs
460
+ 13.12%
$192.53 - $231.41 $88.6K - $106K
3.97K $897K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.85K
+ 6.24%
$55.45 - $57.39 $213K - $221K
65.5K $3.71M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
945
+ 3.85%
$106.61 - $117.53 $101K - $111K
25.5K $2.91M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.24K
+ 4.89%
$104.57 - $113.61 $130K - $141K
26.6K $2.93M
MSFT
Microsoft Corp

Technology
102
+ 8.96%
$389.33 - $452.85 $39.7K - $46.2K
1.24K $554K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.14K
+ 7.85%
$56.16 - $61.72 $64.1K - $70.5K
15.7K $942K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
604
+ 8.95%
$80.92 - $87.9 $48.9K - $53.1K
7.35K $615K
VOT
Vanguard Mid Cap Growth Index

ETFs
185
+ 2.68%
$218.75 - $234.97 $40.5K - $43.5K
7.08K $1.63M
VOOV
Vanguard S&P 500 Value ETF

ETFs
100
+ 1.77%
$170.84 - $180.49 $17.1K - $18K
5.76K $1.01M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.32K
+ 6.68%
$51.57 - $56.54 $67.9K - $74.5K
21K $1.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
34
+ 0.21%
$45.24 - $49.04 $1.54K - $1.67K
16.3K $775K
IWM
Ishares Russell 2000 ETF

ETFs
13
+ 0.27%
$192.84 - $209.44 $2.51K - $2.72K
4.79K $971K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.32K
+ 1.9%
$71.74 - $75.86 $94.6K - $100K
70.6K $5.23M
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lowery Thomas, LLC Portfolio

Follow Lowery Thomas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email