Lowery Thomas, LLC Purchases in Q3 2024

Lowery Thomas, LLC

  • $147 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.8K
New
$71.45 - $75.64 $2.77M - $2.94M
38.8K $2.92M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
53.4K
New
$45.2 - $47.87 $2.41M - $2.55M
53.4K $2.54M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
48.6K
New
$49.88 - $50.45 $2.43M - $2.45M
48.6K $2.44M
TLT
Ishares Barclays 20+ Year Trea

ETFs
16.3K
New
$89.91 - $101.33 $1.47M - $1.66M
16.3K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.29K
+ 4.78%
$475.2 - $527.7 $612K - $680K
28.2K $14.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.47K
+ 3.37%
$92.63 - $105.69 $506K - $578K
168K $17.5M
FNDX
Schwab Fundamental U S Large C

ETFs
7.87K
+ 7.23%
$65.36 - $71.76 $514K - $564K
117K $8.37M
EDV
Vanguard Extended Duration Tre

ETFs
9.87K
New
$70.73 - $83.52 $698K - $825K
9.87K $786K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.96K
+ 6.67%
$178.94 - $207.0 $529K - $613K
47.3K $9.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.05K
+ 2.9%
$73.43 - $80.37 $150K - $164K
72.6K $5.84M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.29K
+ 6.55%
$54.98 - $59.51 $236K - $255K
69.7K $4.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.2K
+ 21.67%
$61.11 - $67.85 $318K - $353K
29.2K $1.98M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
992
+ 3.73%
$109.24 - $121.48 $108K - $121K
27.6K $3.31M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.43K
+ 5.6%
$110.22 - $120.89 $158K - $173K
27K $3.24M
VOT
Vanguard Mid Cap Growth Index

ETFs
452
+ 6.38%
$218.05 - $243.47 $98.6K - $110K
7.53K $1.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
364
New
$523.84 - $572.02 $191K - $208K
364 $207K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
$90.36 - $98.07 $191K - $207K
2.12K $207K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
2.26K
+ 10.74%
$51.3 - $59.04 $116K - $133K
23.3K $1.28M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.1K
+ 7.0%
$59.5 - $67.14 $65.4K - $73.8K
16.8K $1.11M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
392
+ 5.33%
$82.38 - $93.84 $32.3K - $36.8K
7.74K $716K
VOOV
Vanguard S&P 500 Value ETF

ETFs
32
+ 0.56%
$175.0 - $190.72 $5.6K - $6.1K
5.79K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
16
+ 0.33%
$200.87 - $224.6 $3.21K - $3.59K
4.8K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
312
+ 1.91%
$46.9 - $51.96 $14.6K - $16.2K
16.7K $857K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.4K
+ 8.12%
$211.47 - $281.27 $297K - $395K
18.7K $4.59M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
36
+ 0.25%
$75.47 - $83.18 $2.72K - $2.99K
14.4K $1.19M
IWD
Ishares Russell 1000 Val ETF

ETFs
22
+ 0.52%
$173.36 - $189.8 $3.81K - $4.18K
4.23K $803K
VOE
Vanguard Mid Cap Value Index F

ETFs
26
+ 1.05%
$149.02 - $167.67 $3.87K - $4.36K
2.51K $420K
AIQ
Global X Funds Global X Artifi

ETFs
516
+ 3.7%
$31.85 - $37.36 $16.4K - $19.3K
14.5K $537K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5
+ 0.1%
$85.03 - $94.56 $425 - $473
4.86K $452K
VO
Vanguard Mid Cap ETF

ETFs
11
+ 0.8%
$237.84 - $263.83 $2.62K - $2.9K
1.39K $365K
QLD
Proshares Ultra Qqq

ETFs
103
+ 2.99%
$81.06 - $109.83 $8.35K - $11.3K
3.55K $357K
XLK
Technology Sector Spdr

ETFs
67
+ 1.69%
$197.34 - $237.68 $13.2K - $15.9K
4.03K $910K
SOXX
Ishares Semiconductor ETF

ETFs
77
+ 8.85%
$199.29 - $265.49 $15.3K - $20.4K
947 $218K
MSFT
Microsoft Corp

Technology
2
+ 0.16%
$395.15 - $467.56 $790 - $935
1.24K $534K
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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