Portfolio (Quarterly)
Guide ↗
LOWERY THOMAS, LLC
· CIK 0001919701| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AIQ | GLOBAL X FDS | — | 13,505.0 | $687K | 0.39% | NEW | — | $50.86 | +27.4% |
| 42 | SCHA | SCHWAB STRATEGIC TR | — | 21,517.0 | $613K | 0.35% | NEW | — | $28.48 | +19.0% |
| 43 | MSFT | MICROSOFT CORP | Technology | 1,249.0 | $604K | 0.34% | NEW | — | $483.46 | -14.1% |
| 44 | QLD | PROSHARES TR | — | 7,875.0 | $554K | 0.31% | NEW | — | $70.41 | +35.9% |
| 45 | TSLA | TESLA INC | Consumer Cyclical | 1,187.0 | $534K | 0.30% | NEW | — | $449.72 | -3.9% |
| 46 | META | META PLATFORMS INC | Communication Services | 760.0 | $501K | 0.28% | NEW | — | $659.70 | -7.6% |
| 47 | SOXX | ISHARES TR | — | 1,338.0 | $403K | 0.23% | NEW | — | $301.23 | +87.0% |
| 48 | VOE | VANGUARD INDEX FDS | — | 1,915.0 | $340K | 0.19% | NEW | — | $177.41 | +10.1% |
| 49 | SLYG | SPDR SERIES TRUST | — | 3,582.0 | $337K | 0.19% | NEW | — | $94.19 | +16.5% |
| 50 | VO | VANGUARD INDEX FDS | — | 959.0 | $278K | 0.16% | NEW | — | $290.18 | -72.9% |
| 51 | SCHD | SCHWAB STRATEGIC TR | — | 9,452.0 | $259K | 0.15% | NEW | — | $27.43 | +19.3% |
| 52 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 419.0 | $253K | 0.14% | NEW | — | $603.83 | +12.6% |
| 53 | UYG | PROSHARES TR | — | 2,687.0 | $247K | 0.14% | NEW | — | $91.77 | -11.9% |
| 54 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,310.0 | $233K | 0.13% | NEW | — | $177.75 | -22.9% |
| 55 | RWL | INVESCO EXCH TRADED FD TR II | — | 1,849.0 | $212K | 0.12% | NEW | — | $114.49 | +10.2% |
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%