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Lowe fs, LLC

Q1 2023 Holdings

Filed 2023-04-05 | 351 holdings | $185.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cohen & Steers Infrastructure Common(UTF)COM19248A109$19.7K8080.0%
Avago Technologies Ltd(AVGO)COM11135F101$19.9K310.0%
Moderna Inc(MRNA)COM60770K107$20.0K1300.0%
Valero Energy Corp(VLO)COM91913Y100$21.6K1550.0%
Abbott Laboratories(ABT)COM002824100$21.8K2150.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$21.8K5200.0%
iShares S&P 500 Value ETF(IVE)ETF464287408$22.0K1450.0%
JPMorgan Chase & Co(JPM)COM46625H100$22.2K1700.0%
iShares Msci Singapore ETF(EWS)ETF46434G780$23.8K1,2000.0%
Enphase Energy Inc(ENPH)COM29355A107$24.2K1150.0%
Bank of America Corporation(BAC)COM060505104$24.9K8700.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$26.7K2160.0%
Global X Internet of Things ETF(SNSR)ETF37954Y780$26.9K8090.0%
Main Street Capital Corp(MAIN)COM56035L104$27.6K7000.0%
Schwab International Equity ETF(SCHF)ETF808524805$27.6K7940.0%
Ford Motor Company(F)COM345370860$27.7K2,1950.0%
Duke Energy Corporation(DUK)COM26441C204$28.8K2990.0%
Quanta Services Inc(PWR)COM74762E102$29.0K1740.0%
VanEck Morningstar Wide Moat ETF(MOAT)ETF92189F643$29.2K3950.0%
Materials Select Sector Spdra(XLB)ETF81369Y100$29.7K3680.0%
Abbvie Inc(ABBV)COM00287Y109$31.1K1950.0%
Stryker Corporation(SYK)COM863667101$31.4K1100.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$32.7K5910.0%
Synopsys Inc(SNPS)COM871607107$32.8K850.0%
CME Group Inc(CME)COM12572Q105$33.5K1750.0%
iShares 0-5 Year High Yield Corp Bd ETF(SHYG)ETF46434V407$33.9K8130.0%
Paramount Global Class B(0VVB)COM92556H206$34.0K1,5240.0%
Market Vectors Agribusiness ETF(MOO)ETF92189F700$34.3K3950.0%
iShares Core S&P Small-Cap(IJR)ETF464287804$34.7K3590.0%
iShares Russell 2000(IWM)ETF464287655$35.3K1980.0%
Hilton Worldwide Holdings Inc(HLT)COM43300A203$35.9K2550.0%
Exelon Corp(EXC)COM30161N101$36.4K8700.0%
BP PLC(BP)ADR055622104$37.0K9760.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$37.1K1200.0%
PNC Financial Services Group Inc(PNC)COM693475105$39.1K3080.0%
iShares Core S&P 500(IVV)ETF464287200$39.5K960.0%
Garmin Ltd(GRMN)SHSH2906T109$40.4K4000.0%
iShares Msci Global Gold Miners(RING)ETF46434G855$41.9K1,6630.0%
Wal-Mart Stores Inc(WMT)COM931142103$41.9K2840.0%
Raytheon Technologies Ord(RTX)COM75513E101$41.9K4280.0%
AT&T Inc(T)COM00206R102$42.0K2,1830.0%
Taiwan Semiconductor Manufacturing Co Ltd(TSM)SPONSERED ADS874039100$42.0K4520.0%
Northrop Grumman Corp(NOC)COM666807102$44.3K960.0%
Xcel Energy Inc(XEL)COM98389B100$44.4K6580.0%
CVS Caremark Corporation(CVS)COM126650100$45.6K6130.0%
American Electric Power Co Inc(AEP)COM025537101$46.5K5110.0%
Yamana Gold IncCOM98462Y100$46.8K8,0000.0%
PepsiCo Inc(PEP)COM713448108$47.0K2580.0%
Alphabet Inc C(GOOG)COM02079K107$47.8K4600.0%
Schwab US Large-Cap ETF(SCHX)ETF808524201$49.6K1,0260.0%
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