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| Name: |
LOWERY THOMAS LLC |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94104 |
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data |
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| Holdings
Found :
23 |
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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 |
|
SCHG |
Schwab Strategic Trust |
1 |
- |
$93.54 |
$14,417,000 |
155,492 |
11.04% |
2,785,000 |
15,282 |
0.015 |
Closed - End Fund - Debt |
|
|
VOO |
Vanguard S&P 500 Etf |
2 |
- |
$481.04 |
$12,398,000 |
25,793 |
9.49% |
3,259,000 |
4,870 |
0.003 |
Closed - End Fund - E... |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
3 |
- |
$0.00 |
$9,258,000 |
100,849 |
7.09% |
178,000 |
1,494 |
0.011 |
Closed - End Fund - E... |
|
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QQQM |
Invesco Nasdaq 100 Etf |
5 |
- |
$0.00 |
$7,460,000 |
40,833 |
5.71% |
1,466,000 |
5,269 |
0.045 |
N/A |
|
|
FNDX |
Schwab Fundamental US Large... |
6 |
- |
$66.84 |
$7,073,000 |
104,950 |
5.41% |
1,070,000 |
8,039 |
0.009 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
7 |
- |
$445.93 |
$6,240,000 |
14,054 |
4.78% |
499,000 |
36 |
0.003 |
Closed - End Fund - Debt |
|
|
IWF |
iShares Russell 1000 Growth |
10 |
- |
$338.57 |
$5,004,000 |
14,847 |
3.83% |
509,000 |
20 |
0.006 |
Closed - End Fund - E... |
|
|
SMH |
Vaneck Vectors Semiconducto... |
13 |
- |
$208.63 |
$3,616,000 |
16,071 |
2.77% |
886,000 |
459 |
0.018 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
14 |
- |
$0.00 |
$3,565,000 |
61,610 |
2.73% |
488,000 |
5,653 |
0.007 |
N/A |
|
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VIOG |
Vanguard S&p Small Cap ... |
16 |
- |
$112.77 |
$2,852,000 |
25,369 |
2.18% |
669,000 |
5,077 |
0.282 |
N/A |
|
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PXMG |
Invesco Russell Midcap Pure... |
17 |
- |
$115.52 |
$2,823,000 |
24,575 |
2.16% |
990,000 |
4,167 |
0.078 |
Closed - End Fund - Debt |
|
|
VOT |
Van Kampen Municipal Opport... |
20 |
- |
$230.90 |
$1,626,000 |
6,896 |
1.24% |
226,000 |
521 |
0.015 |
Closed - End Fund - Debt |
|
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SPYV |
SPDR Dow Jones Wilshire Lar... |
22 |
- |
$49.53 |
$1,380,000 |
27,553 |
1.06% |
97,000 |
41 |
0.001 |
Closed - End Fund - E... |
|
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SCHM |
Schwab U.S. Mid-Cap Etf |
24 |
- |
$80.40 |
$1,182,000 |
14,518 |
0.9% |
115,000 |
346 |
0.011 |
N/A |
|
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PXSV |
Invesco Russell 2000 Pure V... |
25 |
- |
$55.84 |
$1,123,000 |
19,726 |
0.86% |
142,000 |
1,625 |
0.081 |
Closed - End Fund - Debt |
|
|
SCHX |
Schwab Strategic Trust |
26 |
- |
$62.05 |
$1,052,000 |
16,946 |
0.81% |
346,000 |
4,423 |
0.001 |
Closed - End Fund - Debt |
|
|
VOOV |
Vanguard S&P 500 Value Etf |
27 |
- |
$178.50 |
$1,021,000 |
5,657 |
0.78% |
146,000 |
449 |
0.046 |
N/A |
|
|
PXSG |
Invesco Russell 2000 Pure G... |
29 |
- |
$60.76 |
$878,000 |
14,555 |
0.67% |
130,000 |
1,358 |
0.108 |
Closed - End Fund - Debt |
|
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XLK |
SPDR Technology Sector |
33 |
- |
$208.34 |
$730,000 |
3,507 |
0.56% |
75,000 |
106 |
0.001 |
Closed - End Fund - E... |
|
|
VIOV |
Vanguard S&p Small Cap ... |
34 |
- |
$87.82 |
$597,000 |
6,748 |
0.46% |
98,000 |
1,112 |
0.101 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
35 |
- |
$913.56 |
$503,000 |
556 |
0.39% |
244,000 |
33 |
0 |
Semiconductor - Speci... |
|
|
VO |
Vanguard Mid Cap VIPERS |
42 |
- |
$246.21 |
$343,000 |
1,374 |
0.26% |
25,000 |
5 |
0.001 |
Closed - End Fund - E... |
|
|
QLD |
ProShares Ultra QQQ |
44 |
- |
$87.22 |
$301,000 |
3,446 |
0.23% |
64,000 |
334 |
0.01 |
Closed - End Fund - E... |
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