Portfolio (Quarterly)
Guide ↗
LOWERY THOMAS, LLC
· CIK 0001919701| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SCHA | SCHWAB STRATEGIC TR | — | 23,347.0 | $679K | 0.39% | +2K | +8.5% | $29.08 | +17.7% |
| 42 | AIQ | GLOBAL X FDS | — | 13,617.0 | $635K | 0.36% | +112.0 | +0.8% | $46.67 | +27.0% |
| 43 | QLD | PROSHARES TR | — | 8,037.0 | $490K | 0.28% | +162.0 | +2.1% | $60.91 | +43.1% |
| 44 | MSFT | MICROSOFT CORP | Technology | 1,250.0 | $463K | 0.27% | — | — | $370.29 | +6.4% |
| 45 | TSLA | TESLA INC | Consumer Cyclical | 1,187.0 | $441K | 0.25% | — | — | $371.75 | +3.3% |
| 46 | META | META PLATFORMS INC | Communication Services | 760.0 | $435K | 0.25% | — | — | $572.17 | +13.6% |
| 47 | SOXX | ISHARES TR | — | 1,239.0 | $407K | 0.23% | -99.0 | -7.4% | $328.70 | +60.9% |
| 48 | VOE | VANGUARD INDEX FDS | — | 1,926.0 | $355K | 0.20% | +11.0 | +0.6% | $184.27 | +10.1% |
| 49 | SLYG | SPDR SERIES TRUST | — | 3,589.0 | $347K | 0.20% | — | — | $96.61 | +19.6% |
| 50 | SCHD | SCHWAB STRATEGIC TR | — | 10,488.0 | $322K | 0.18% | +1K | +11.0% | $30.68 | +7.3% |
| 51 | GOOGL | ALPHABET INC | Communication Services | 1,099.0 | $316K | 0.18% | NEW | — | $287.45 | +20.9% |
| 52 | VO | VANGUARD INDEX FDS | — | 912.0 | $262K | 0.15% | -47.0 | -4.9% | $287.08 | -72.0% |
| 53 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 421.0 | $259K | 0.15% | — | — | $616.27 | +11.9% |
| 54 | RWL | INVESCO EXCH TRADED FD TR II | — | 1,856.0 | $213K | 0.12% | — | — | $114.90 | +13.6% |
| 55 | COWZ | PACER FDS TR | — | 3,234.0 | $202K | 0.12% | NEW | — | $62.56 | +3.7% |
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
66.8%
Technology
16.0%
Communication Services
12.6%
Consumer Cyclical
4.6%