LOWERY THOMAS, LLC Portfolio Holdings
Q3 2025•55 long positions•$173.2M portfolio value
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Holding55 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $22.8M 13.16% | +$1.0M Bought | — 714.2K shares | 682.7K → 714.2K +$1.0M | +4.61% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.2M 9.96% | +$350.9K Bought | — 28.2K shares | 27.6K → 28.2K +$350.9K | +2.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $11.4M 6.56% | +$316.1K Bought | — 45.9K shares | 44.7K → 45.9K +$316.1K | +2.86% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $9.8M 5.65% | +$541.7K Bought | — 371.9K shares | 351.3K → 371.9K +$541.7K | +5.86% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.1M 5.25% | -$967.3K Sold | — 13.6K shares | 15.1K → 13.6K −$967.3K | -9.62% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $7.8M 4.51% | +$6.6K Bought | — 13.0K shares | 13.0K → 13.0K +$6.6K | +0.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.6M 3.79% | -$123.2K Sold | — 14.0K shares | 14.3K → 14.0K −$123.2K | -1.84% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.5M 3.76% | +$199.3K Bought | — 223.7K shares | 216.8K → 223.7K +$199.3K | +3.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.8M 3.38% | +$382.2K Bought | — 17.9K shares | 16.7K → 17.9K +$382.2K | +6.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 3.14% | -$45.0K Sold | — 14.9K shares | 15.0K → 14.9K −$45.0K | -0.82% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.8M 2.76% | -$90.9K Sold | — 14.9K shares | 15.2K → 14.9K −$90.9K | -1.87% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.3M 2.47% | +$297.6K Bought | — 75.0K shares | 69.8K → 75.0K +$297.6K | +7.46% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.1M 2.34% | +$528.9K Bought | — 54.5K shares | 47.4K → 54.5K +$528.9K | +15.02% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.5M 2.04% | +$936.3K Bought | — 70.7K shares | 51.9K → 70.7K +$936.3K | +36.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.0% | +$330.9K Bought | — 69.1K shares | 62.5K → 69.1K +$330.9K | +10.55% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.4M 1.99% | +$180.1K Bought | — 25.5K shares | 24.1K → 25.5K +$180.1K | +5.52% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.2M 1.85% | +$306.4K Bought | — 136.9K shares | 123.8K → 136.9K +$306.4K | +10.55% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.1M 1.81% | +$152.6K Bought | — 128.5K shares | 122.2K → 128.5K +$152.6K | +5.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.77% | -$28.3K Sold | — 29.4K shares | 29.7K → 29.4K −$28.3K | -0.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.77% | -$26.1K Sold | — 21.6K shares | 21.8K → 21.6K −$26.1K | -0.84% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 1.71% | +$133.6K Bought | — 24.3K shares | 23.2K → 24.3K +$133.6K | +4.72% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 1.66% | -$2.3K Sold | — 6.2K shares | 6.2K → 6.2K −$2.3K | -0.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 1.43% | -$11.0K Sold | — 94.0K shares | 94.4K → 94.0K −$11.0K | -0.44% | — — | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $2.1M 1.22% | +$30.0K Bought | — 7.2K shares | 7.1K → 7.2K +$30.0K | +1.44% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $2.0M 1.13% | -$9.4K Sold | 0.0% 7.7K shares | 7.8K → 7.7K −$9.4K | -0.48% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.827% | +$59.6K Bought | — 25.4K shares | 24.3K → 25.4K +$59.6K | +4.34% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.4M 0.813% | -$233.7K Sold | — 8.0K shares | 9.3K → 8.0K −$233.7K | -14.23% | — — | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.2M 0.717% | — | 0.0% 6.7K shares | — | — | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.698% | +$75.4K Bought | — 6.1K shares | 5.7K → 6.1K +$75.4K | +6.65% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.2M 0.697% | -$1.5K Sold | — 5.0K shares | 5.0K → 5.0K −$1.5K | -0.12% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.675% | -$16.9K Sold | — 4.1K shares | 4.2K → 4.1K −$16.9K | -1.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.667% | +$51.3K Bought | — 15.7K shares | 15.0K → 15.7K +$51.3K | +4.65% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.617% | +$86.7K Bought | — 9.7K shares | 8.9K → 9.7K +$86.7K | +8.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $983.6K 0.568% | +$41.2K Bought | — 33.2K shares | 31.8K → 33.2K +$41.2K | +4.37% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $981.7K 0.567% | +$98.8K Bought | — 11.8K shares | 10.6K → 11.8K +$98.8K | +11.19% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $980.4K 0.566% | — | 0.001% 909.0 shares | — | — | $142.03B Large Cap | Q2 2023 Held for 2y 5m | |
Auto - Manufacturers Consumer Cyclical | $972.6K 0.562% | -$222.4K Sold | 0.0% 2.2K shares | 2.7K → 2.2K −$222.4K | -18.61% | $1.48T Mega Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $895.8K 0.517% | — | 0.0% 4.1K shares | — | — | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $821.0K 0.474% | -$29.3K Sold | — 14.8K shares | 15.4K → 14.8K −$29.3K | -3.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $774.8K 0.447% | -$57.6K Sold | — 3.8K shares | 4.1K → 3.8K −$57.6K | -6.92% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $705.5K 0.407% | +$15.5K Bought | — 14.3K shares | 14.0K → 14.3K +$15.5K | +2.24% | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $645.9K 0.373% | +$518.0 Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$518.0 | +0.08% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $576.2K 0.333% | +$93.8K Bought | — 20.7K shares | 17.3K → 20.7K +$93.8K | +19.45% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $557.5K 0.322% | — | 0.0% 759.0 shares | — | — | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $526.7K 0.304% | +$686.0 Bought | — 3.8K shares | 3.8K → 3.8K +$686.0 | +0.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $455.6K 0.263% | -$4.4K Sold | — 1.6K shares | 1.6K → 1.6K −$4.4K | -0.96% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $367.7K 0.212% | +$542.4 Bought | — 1.4K shares | 1.4K → 1.4K +$542.4 | +0.15% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $337.4K 0.195% | +$848.7 Bought | — 3.6K shares | 3.6K → 3.6K +$848.7 | +0.25% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $331.0K 0.191% | +$1.7K Bought | — 1.9K shares | 1.9K → 1.9K +$1.7K | +0.53% | — — | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $279.2K 0.161% | +$243.4 Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$243.4 | +0.09% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m |
