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  Name: LOWERY THOMAS LLC
  City: SAN FRANCISCO
  State: CA
  Zip: 94104
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $130,633,000
  Total Value Change : $14,176,000
  Securities Held Change : 0
   
All Securities Held : 46
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 24
  Unchanged Positions : 0
  Decreased Positions : 20

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 45 New $230.67 $203,000 899 0.16% 203,000 899 0.007    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 46 New $556.17 $201,000 362 0.15% 201,000 362 0.001    Closed - End Fund - E...

      2 Records Found
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