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Lowe fs, LLC

Q1 2021 Holdings

Filed 2021-04-06 | 290 holdings | $485.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Guggenheim S&P 500 Pure Growth ETF(RPG)ETF46137V266$492990.0%
BP PLC(BP)ADR055622104$512,0930.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$512000.0%
Schwab US Large-Cap Growth ETF(SCHG)ETF808524300$524000.0%
Garmin Ltd(GRMN)SHSH2906T109$534000.0%
iShares Msci Emerging Markets(EEM)ETF464287234$531,0020.0%
iShares Msci Global Gold Miners(RING)ETF46434G855$541,9630.0%
PNC Financial Services Group Inc(PNC)COM693475105$543080.0%
Vanguard Value ETF(VTV)ETF922908744$544120.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$569910.0%
Air Products & Chemicals Inc(APD)COM009158106$562000.0%
General Mills Inc(GIS)COM370334104$599600.0%
Starbucks Corp(SBUX)COM855244109$625680.0%
iShares 0-5 Year High Yield Corp Bd ETF(SHYG)ETF46434V407$641,4000.0%
Rockwell Automation Inc(ROK)COM773903109$662480.0%
Sun Life Financial Inc(SLF)COM866796105$661,2980.0%
Viacomcbs CL B ORD(0VVB)COM92556H206$691,5240.0%
Broadridge Financial Solutions Inc(BR)COM11133T103$754910.0%
Chevron Corporation(CVX)COM166764100$777380.0%
iShares Select Dividend(DVY)ETF464287168$796880.0%
Materials Select Sector Spdra(XLB)ETF81369Y100$801,0180.0%
UnitedHealth Group Inc(UNH)COM91324P102$802150.0%
iShares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$911,2000.0%
Facebook Inc(META)COM30303M102$923120.0%
Freeport-McMoran Copper & Gold(FCX)COM35671D857$962,9090.0%
Home Depot Inc.(HD)COM437076102$993240.0%
Johnson and Johnson(JNJ)COM478160104$1026210.0%
Coca-Cola Co(KO)COM191216100$1031,9630.0%
Spdr Wells Fargo Preferred Stock ETF(PSK)ETF78464A292$1082,4950.0%
iShares S&P 500 Growth(IVW)ETF464287309$1111,7080.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$1128900.0%
Disney Walt Company(DIS)COM254687106$1146160.0%
iShares S&P 100 Index Fund Cboe(OEF)ETF464287101$1226770.0%
iShares ESG Msci USA ETF(ESGU)ETF46435G425$1231,3500.0%
iShares Core Msci Pacific ETF(IPAC)ETF46434V696$1251,8750.0%
Visa Inc(V)COM92826C839$1326220.0%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$1332,4100.0%
Hershey Co(HSY)COM427866108$1418940.0%
Ishares Silver Trust(SLV)ETF46428Q109$1426,2530.0%
WisdomTree Dividend ex-Financials(AIVL)ETF97717W406$1461,5500.0%
T. Rowe Price Group Inc(TROW)COM74144T108$1488600.0%
Amazon.com Inc(AMZN)COM023135106$158510.0%
Badger Meter Inc(BMI)COM056525108$1942,0820.0%
Newmont Mining Corp(NEM)COM651639106$1943,2200.0%
AT&T Inc(T)COM00206R102$2016,6280.0%
Lockheed Martin Corp(LMT)COM539830109$2055540.0%
Quadratic Intrst Rt Vol & Infl H ETF(IVOL)QUADRTC INT RT500767736$2087,2850.0%
ProShares Short S&p500ETF74347B425$21012,5520.0%
Prudential Financial Inc(PRU)COM744320102$2102,3010.0%
Automatic Data Processing(ADP)COM053015103$2291,2150.0%
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