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Lowe fs, LLC

Q1 2020 Holdings

Filed 2020-04-10 | 331 holdings | $485.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Stryker Corporation(SYK)COM863667101$332000.0%
iShares Msci Emerging Markets(EEM)ETF464287234$341,0020.0%
Prologis Inc(PLD)COM74340W103$344230.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$359710.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$372000.0%
Rockwell Automation Inc(ROK)COM773903109$382530.0%
iShares Msci Global Gold Miners(RING)ETF46434G855$381,9630.0%
Cigna Corp(CI)COM125523100$382140.0%
Texas Instruments Inc(TXN)COM882508104$404000.0%
Xcel Energy Inc(XEL)COM98389B100$406580.0%
Air Products & Chemicals Inc(APD)COM009158106$402000.0%
Sun Life Financial Inc(SLF)COM866796105$411,2920.0%
Starbucks Corp(SBUX)COM855244109$456780.0%
Disney Walt Company(DIS)COM254687106$474830.0%
Broadridge Financial Solutions Inc(BR)COM11133T103$474910.0%
American Electric Power Co Inc(AEP)COM025537101$496110.0%
Schwab US Large-Cap Growth ETF(SCHG)ETF808524300$496150.0%
iShares 0-5 Year High Yield Corp Bd ETF(SHYG)ETF46434V407$511,2500.0%
General Mills Inc(GIS)COM370334104$519600.0%
Facebook Inc(META)COM30303M102$523120.0%
Chevron Corporation(CVX)COM166764100$537380.0%
iShares 1-3 Year Treasury Bond(SHY)ETF464287457$546250.0%
Home Depot Inc.(HD)COM437076102$552920.0%
iShares Select Dividend(DVY)ETF464287168$557480.0%
Wal-Mart Stores Inc(WMT)COM931142103$564890.0%
Consumer Staples Select Sector Spdra(XLP)SBI CONS STPLS81369Y308$601,1000.0%
Guggenheim S&P 500 Pure Growth ETF(RPG)ETF46137V266$616140.0%
BP PLC(BP)ADR055622104$642,6220.0%
iShares S&P 500 Growth(IVW)ETF464287309$704270.0%
iShares S&P 100 Index Fund Cboe(OEF)ETF464287101$806770.0%
Johnson and Johnson(JNJ)COM478160104$826250.0%
Coca-Cola Co(KO)COM191216100$841,8980.0%
T. Rowe Price Group Inc(TROW)COM74144T108$848600.0%
Ishares Silver Trust(SLV)ETF46428Q109$866,5530.0%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$912,4100.0%
AT&T Inc(T)COM00206R102$1013,4730.0%
Merck & Co. Inc.(MRK)COM58933Y105$1031,3450.0%
Hershey Co(HSY)COM427866108$1188920.0%
Visa Inc(V)COM92826C839$1237610.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$1269760.0%
Amazon.com Inc(AMZN)COM023135106$138710.0%
Newmont Mining Corp(NEM)COM651639106$1463,2200.0%
Verizon Communications Inc(VZ)COM92343V104$1512,8180.0%
Arconic Inc(ARNC1EUR)COM03966V107$16210,1000.0%
Automatic Data Processing(ADP)COM053015103$1661,2150.0%
PPL Corp(PPL)COM69351T106$1686,8000.0%
Badger Meter Inc(BMI)COM056525108$1873,4920.0%
iShares Msci KLD 400 Social ETF(DSI)ETF464288570$2132,1830.0%
Exxon Mobil Corporation(XOM)COM30231G102$2205,7960.0%
Lockheed Martin Corp(LMT)COM539830109$2397060.0%
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