Portfolio (Quarterly)
Guide ↗
LOWERY THOMAS, LLC
· CIK 0001919701| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IWP | ISHARES TR | — | 21,526.0 | $2.9M | 1.67% | NEW | — | $136.94 | +2.8% |
| 22 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 5,855.0 | $2.8M | 1.59% | NEW | — | $480.55 | +5.1% |
| 23 | SCHX | SCHWAB STRATEGIC TR | — | 97,559.0 | $2.6M | 1.48% | NEW | — | $26.91 | +9.7% |
| 24 | AAPL | APPLE INC | Technology | 7,688.0 | $2.1M | 1.18% | NEW | — | $271.85 | +13.4% |
| 25 | VOT | VANGUARD INDEX FDS | — | 7,304.0 | $2.0M | 1.15% | NEW | — | $279.14 | +5.4% |
| 26 | XSVM | INVESCO EXCHANGE TRADED FD T | — | 25,670.0 | $1.5M | 0.83% | NEW | — | $57.14 | +17.5% |
| 27 | GOOG | ALPHABET INC | Communication Services | 4,440.0 | $1.4M | 0.79% | NEW | — | $313.79 | +22.6% |
| 28 | NVDA | NVIDIA CORPORATION | Technology | 6,791.0 | $1.3M | 0.72% | NEW | — | $186.51 | +15.2% |
| 29 | VOOV | VANGUARD ADMIRAL FDS INC | — | 6,090.0 | $1.2M | 0.70% | NEW | — | $204.85 | +7.4% |
| 30 | IWN | ISHARES TR | — | 6,827.0 | $1.2M | 0.70% | NEW | — | $181.21 | +18.5% |
| 31 | XLK | SELECT SECTOR SPDR TR | — | 8,335.0 | $1.2M | 0.68% | NEW | — | $143.98 | +28.7% |
| 32 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 16,165.0 | $1.2M | 0.66% | NEW | — | $72.01 | +23.4% |
| 33 | SHV | ISHARES TR | — | 10,390.0 | $1.1M | 0.65% | NEW | — | $110.15 | +0.2% |
| 34 | SHY | ISHARES TR | — | 13,255.0 | $1.1M | 0.62% | NEW | — | $82.82 | -0.7% |
| 35 | SCHM | SCHWAB STRATEGIC TR | — | 34,030.0 | $1.0M | 0.58% | NEW | — | $30.07 | +17.1% |
| 36 | IWM | ISHARES TR | — | 3,997.0 | $984K | 0.56% | NEW | — | $246.19 | +18.0% |
| 37 | KLAC | KLA CORP | Technology | 809.0 | $983K | 0.56% | NEW | — | $1215.08 | +65.5% |
| 38 | SPYV | SPDR SERIES TRUST | — | 16,614.0 | $944K | 0.53% | NEW | — | $56.81 | +7.5% |
| 39 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,060.0 | $937K | 0.53% | NEW | — | $230.82 | +14.9% |
| 40 | IWD | ISHARES TR | — | 3,824.0 | $804K | 0.46% | NEW | — | $210.35 | +13.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
70.2%
Technology
18.1%
Communication Services
6.6%
Consumer Cyclical
5.1%