Portfolio (Quarterly)
Guide ↗
LOWERY THOMAS, LLC
· CIK 0001919701| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 1,099.0 | $316K | 0.18% | NEW | — | $287.45 | +16.5% |
| 2 | COWZ | PACER FDS TR | — | 3,234.0 | $202K | 0.12% | NEW | — | $62.56 | +14.9% |
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
74.1%
Technology
17.8%
Consumer Cyclical
5.1%
Communication Services
3.0%