Lowery Thomas, LLC Reduced Holdings in Q1 2025

Lowery Thomas, LLC

  • $144 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-410
- 0.86%
$192.82 - $222.1 $79.1K - $91.1K
47.4K $9.14M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-643
- 3.34%
$211.47 - $267.17 $136K - $172K
18.6K $3.94M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.9K
- 73.77%
$85.29 - $92.57 $673K - $731K
2.81K $255K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.57K
- 5.57%
$110.9 - $132.93 $174K - $209K
26.6K $3.03M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-1.67K
- 5.86%
$103.96 - $122.36 $173K - $204K
26.8K $2.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.79K
- 11.6%
$71.17 - $73.66 $412K - $427K
44.1K $3.24M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-3.01K
- 37.04%
$82.81 - $96.53 $249K - $291K
5.12K $429K
AAPL
Apple Inc.

Technology
-131
- 1.66%
$209.68 - $247.1 $27.5K - $32.4K
7.75K $1.72M
SPYG
Spdr Portfolio

ETFs
-298
- 0.99%
$80.05 - $92.39 $23.9K - $27.5K
29.9K $2.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-600
- 12.82%
$190.26 - $242.06 $114K - $145K
4.08K $776K
IWP
Ishares Russell Mid Cap Growth

ETFs
-156
- 0.68%
$114.9 - $139.6 $17.9K - $21.8K
22.6K $2.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.74K
- 13.44%
$49.78 - $53.19 $136K - $146K
17.6K $901K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-238
- 0.97%
$49.34 - $55.91 $11.7K - $13.3K
24.2K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
-40
- 0.83%
$198.1 - $229.79 $7.92K - $9.19K
4.78K $953K
VOT
Vanguard Mid Cap Growth Index

ETFs
-173
- 2.28%
$237.72 - $276.98 $41.1K - $47.9K
7.41K $1.81M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-821
- 2.42%
$23.16 - $27.04 $19K - $22.2K
33.1K $774K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.66K
- 5.07%
$22.46 - $23.26 $149K - $155K
125K $2.89M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-703
- 17.74%
$80.73 - $94.96 $56.8K - $66.8K
3.26K $270K
MSFT
Microsoft Corp

Technology
-57
- 4.06%
$375.39 - $447.2 $21.4K - $25.5K
1.35K $505K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-69
- 0.42%
$59.97 - $70.03 $4.14K - $4.83K
16.2K $1.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
-183
- 4.3%
$182.82 - $196.21 $33.5K - $35.9K
4.07K $765K
VOE
Vanguard Mid Cap Value Index F

ETFs
-94
- 4.11%
$156.61 - $168.02 $14.7K - $15.8K
2.19K $351K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-73
- 1.25%
$179.71 - $192.06 $13.1K - $14K
5.78K $1.06M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-68
- 1.77%
$53.6 - $58.97 $3.64K - $4.01K
3.77K $206K
KLAC
Kla Corp

Technology
-30
- 2.97%
$636.62 - $777.63 $19.1K - $23.3K
979 $665K
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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