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Lowe fs, LLC

Q3 2023 Holdings

Filed 2023-10-23 | 305 holdings | $188.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
MasterCard Inc(MA)COM57636Q104$19.8K500.0%
CME Group Inc(CME)COM12572Q105$20.0K1000.0%
Schwab International Equity ETF(SCHF)ETF808524805$20.2K5940.0%
Hilton Worldwide Holdings Inc(HLT)COM43300A203$20.4K1360.0%
Pure Storage Inc(PSTG)COM74624M102$20.5K5750.0%
Caterpillar Inc.(CAT)COM149123101$20.7K760.0%
Comcast Corp(CMCSA)COM20030N101$20.8K4680.0%
Oracle Corporation(ORCL)COM68389X105$21.2K2000.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$21.5K5200.0%
JPMorgan Chase & Co(JPM)COM46625H100$21.8K1500.0%
Valero Energy Corp(VLO)COM91913Y100$22.0K1550.0%
iShares S&P 500 Value ETF(IVE)ETF464287408$22.3K1450.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$22.5K1960.0%
Honda Motor Co Ltd(HMC)AMERN SHS438128308$24.2K7180.0%
Ford Motor Company(F)COM345370860$24.2K1,9450.0%
Global X Internet of Things ETF(SNSR)ETF37954Y780$24.8K8090.0%
Industrial Select Sector Spdra(XLI)SBI INT-INDS81369Y704$25.3K2500.0%
iShares Russell 2000(IWM)ETF464287655$26.3K1490.0%
Duke Energy Corporation(DUK)COM26441C204$26.4K2990.0%
AT&T Inc(T)COM00206R102$27.0K1,8000.0%
CVS Caremark Corporation(CVS)COM126650100$27.3K3910.0%
Enovix Corp(ENVX)COM293594107$27.5K2,1900.0%
iShares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$27.7K4000.0%
Main Street Capital Corp(MAIN)COM56035L104$28.4K7000.0%
Synopsys Inc(SNPS)COM871607107$29.8K650.0%
Stryker Corporation(SYK)COM863667101$30.1K1100.0%
Exelon Corp(EXC)COM30161N101$31.9K8450.0%
iShares 0-5 Year High Yield Corp Bd ETF(SHYG)ETF46434V407$33.3K8130.0%
Northrop Grumman Corp(NOC)COM666807102$33.5K760.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$35.0K5910.0%
iShares Msci Emerging Markets(EEM)ETF464287234$37.2K9810.0%
iShares Core US REIT ETF(USRT)ETF464288521$37.7K7980.0%
Xcel Energy Inc(XEL)COM98389B100$37.7K6580.0%
PNC Financial Services Group Inc(PNC)COM693475105$37.8K3080.0%
American Electric Power Co Inc(AEP)COM025537101$38.4K5110.0%
Wal-Mart Stores Inc(WMT)COM931142103$39.0K2440.0%
Taiwan Semiconductor Manufacturing Co Ltd(TSM)SPONSORED ADR874039100$39.3K4520.0%
Alphabet Inc C(GOOG)COM02079K107$39.6K3000.0%
McDonald s Corp(MCD)COM580135101$40.6K1540.0%
iShares Core S&P 500(IVV)ETF464287200$41.2K960.0%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$41.7K8870.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$42.0K1200.0%
Garmin Ltd(GRMN)SHSH2906T109$42.1K4000.0%
Boeing Co(BA)COM097023105$42.6K2220.0%
Ishares Silver Trust(SLV)ETF46428Q109$43.0K2,1160.0%
PepsiCo Inc(PEP)COM713448108$43.7K2580.0%
iShares S&P 100 Index Fund Cboe(OEF)ETF464287101$44.9K2240.0%
Raytheon Technologies Ord(RTX)COM75513E101$45.2K6280.0%
Prologis Inc(PLD)COM74340W103$47.5K4230.0%
Tesla Mtrs Inc(TSLA)COM88160R101$47.8K1910.0%
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