Lowery Thomas, LLC Portfolio Holdings by Sector

Lowery Thomas, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG VOO QQQM FNDX SPY QQQ IWF SCHV 45 stocks	$161,825 95.42% of portfolio	31	14	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,964 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1,241 0.73% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$980 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$972 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$895 0.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$883 0.52% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$836 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts

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