Lowery Thomas, LLC Purchases in Q3 2025

Lowery Thomas, LLC

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.5K
+ 4.61%
$28.92 - $32.19 $911K - $1.01M
714K $22.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
573
+ 2.08%
$567.77 - $614.76 $325K - $352K
28.2K $17.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.28K
+ 2.86%
$225.11 - $247.9 $288K - $317K
45.9K $11.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.17K
+ 6.99%
$275.84 - $326.36 $323K - $382K
17.9K $5.85M
FNDX
Schwab Fundamental U S Large C

ETFs
20.6K
+ 5.86%
$24.38 - $26.34 $502K - $542K
372K $9.78M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.08%
$546.99 - $602.2 $6.02K - $6.62K
13K $7.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.11K
+ 15.02%
$72.57 - $74.72 $516K - $531K
54.5K $4.05M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.85K
+ 3.16%
$27.61 - $29.15 $189K - $200K
224K $6.51M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.1K
+ 10.55%
$22.9 - $23.58 $299K - $308K
137K $3.21M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.33K
+ 5.52%
$128.6 - $136.01 $171K - $181K
25.5K $3.44M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.21K
+ 7.46%
$55.61 - $57.37 $290K - $299K
75K $4.28M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.1K
+ 4.72%
$113.22 - $123.86 $124K - $136K
24.3K $2.96M
PLTR
Palantir Technologies Inc.

Technology
1.31K
New
$130.68 - $186.97 $171K - $245K
1.31K $238K
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$102.17 - $110.66 $188K - $204K
1.84K $203K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.06K
+ 4.34%
$51.33 - $58.15 $54.2K - $61.3K
25.4K $1.43M
SCHO
Schwab Short Term Us Treasury

ETFs
6.26K
+ 5.12%
$24.23 - $24.42 $152K - $153K
128K $3.14M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.36K
+ 19.45%
$25.29 - $28.33 $85.1K - $95.3K
20.7K $576K
VOOV
Vanguard S&P 500 Value ETF

ETFs
378
+ 6.65%
$187.97 - $199.47 $71.1K - $75.4K
6.06K $1.21M
XSMO
Invesco S&P Smallcap Momentum

ETFs
697
+ 4.65%
$67.1 - $74.29 $46.8K - $51.8K
15.7K $1.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.19K
+ 11.19%
$82.38 - $83.0 $98.1K - $98.9K
11.8K $981K
VOT
Vanguard Mid Cap Growth Index

ETFs
102
+ 1.44%
$282.75 - $294.19 $28.8K - $30K
7.2K $2.11M
AIQ
Global X Funds Global X Artifi

ETFs
313
+ 2.24%
$43.2 - $49.66 $13.5K - $15.5K
14.3K $705K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.39K
+ 4.37%
$28.15 - $30.13 $39.1K - $41.9K
33.2K $983K
SHV
Ishares Tr

ETFs
785
+ 8.83%
$110.06 - $110.49 $86.4K - $86.7K
9.67K $1.07M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.09%
$175.16 - $255.24 $175 - $255
1.15K $279K
QLD
Proshares Ultra Qqq

ETFs
5
+ 0.13%
$115.66 - $138.31 $578 - $692
3.84K $526K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
101
+ 27.52%
$567.09 - $607.37 $57.3K - $61.3K
468 $278K
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.15%
$236.93 - $271.12 $474 - $542
1.36K $367K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.19K
+ 15.36%
$26.38 - $27.95 $31.5K - $33.3K
8.96K $244K
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$491.09 - $535.64 $491 - $536
1.25K $645K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
9
+ 0.25%
$87.69 - $96.0 $789 - $864
3.58K $337K
VOE
Vanguard Mid Cap Value Index F

ETFs
10
+ 0.53%
$164.63 - $174.58 $1.65K - $1.75K
1.9K $331K
UYG
Proshares Ultra Financials

ETFs
11
+ 0.45%
$91.13 - $100.36 $1K - $1.1K
2.46K $244K
VUSB
Vanguard Bd Index Fds
18.7K
+ 36.05%
N/A
70.7K $0
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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