Portfolio (Quarterly)
Guide ↗
LOWERY THOMAS, LLC
· CIK 0001919701| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | — | 1,921.0 | $310K | 0.15% | NEW | — | $161.51 | -9.9% |
| 2 | UYG | PROSHARES TR | — | 3,242.0 | $277K | 0.14% | NEW | — | $85.57 | +12.3% |
| 3 | VIOV | VANGUARD ADMIRAL FDS INC | — | 2,040.0 | $239K | 0.12% | NEW | — | $117.32 | -1.2% |
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
73.2%
Technology
19.5%
Consumer Cyclical
4.5%
Communication Services
2.8%