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Lowe fs, LLC

Q1 2024 Holdings

Filed 2024-04-09 | 307 holdings | $214.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
iShares S&P MidCap 400 Growth(IJK)ETF464287606$3.7K400.0%
Starwood Property Trust Inc.(STWD)COM85571B105$3.7K1800.0%
Consumer Discret Select Sector Spdra(XLY)SBI CONS DISCR81369Y407$3.7K200.0%
United Parcel Service Inc(UPS)COM911312106$3.7K250.0%
GE HealthCare Technologies Inc Common Stock(GEHC)COMMON STOCK36266G107$3.9K430.0%
Axsome Therapeutics Inc(AXSM)COM05464T104$4.0K500.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$4.1K810.0%
Under Armour Inc.(UAA)COM904311107$4.2K5660.0%
Marriott International Inc(MAR)COM571903202$4.5K180.0%
Under Armour Inc(UA)COM904311206$4.6K6390.0%
Vanguard Global ex-US Real Estate ETF(VNQI)ETF922042676$4.6K1100.0%
Guggenheim S&P 500A Equal Weight(RSP)ETF46137V357$5.1K300.0%
Salesforce COM Company(CRM)COM79466L302$5.4K180.0%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$5.6K2210.0%
Alibaba Group Holding Ltd Adr(BABA)SPONSORED ADR01609W102$5.7K790.0%
iShares Core Msci Total Intl Stk(IXUS)ETF46432F834$5.8K850.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$6.0K750.0%
Spdr Gold Shares(GLD)ETF78463V107$6.2K300.0%
Pfizer Inc(PFE)COM717081103$6.4K2290.0%
iShares Core S&P Mid-Cap(IJH)ETF464287507$6.4K1050.0%
iShares S&P Small-Cap 600 Growth(IJT)ETF464287887$6.5K500.0%
Pentair Plc(PNR)COMG7S00T104$6.6K770.0%
Avago Technologies Ltd(AVGO)COM11135F101$6.6K50.0%
Agnico Eagle Mines Ltd(AEM)COM008474108$6.7K1120.0%
Molson Coors Brewing Co B(TAP)CL B60871R209$6.7K1000.0%
Astrazeneca PLC(AZN)ADR046353108$6.8K1000.0%
VanEck CLO ETF(CLOI)ETF92189H748$6.9K1310.0%
Range Resources Corp(RRC)COM75281A109$7.0K2040.0%
Pan American Silver Corp(PAAS)COM697900108$7.2K4790.0%
Becton Dickinson & Co(BDX)COM075887109$7.4K300.0%
Schwab Fundamental US Small Company ETF(FNDA)ETF808524763$7.5K1310.0%
Booz Allen Hamilton Holding Corp(BAH)COM099502106$7.6K510.0%
Financial Select Sector Spdr(XLF)ETF81369Y605$7.6K1800.0%
Market Vectors Junior Gold Miners ETF(GDXJ)ETF92189F791$7.7K2000.0%
Kimberly-Clark Corp(KMB)COM494368103$7.8K600.0%
Schwab Fundamental Emerg Mkts Lg Co ETF(FNDE)ETF808524730$7.8K2810.0%
Cardinal Health Inc(CAH)COM14149Y108$7.8K700.0%
Schwab Fundamental Intl Lg Co ETF(FNDF)ETF808524755$8.1K2270.0%
Spdr S&P Emerging Asia Pacific ETF(GMF)ETF78463X301$8.6K830.0%
lowes companies incorporated(LOW)COM548661107$9.0K350.0%
Colgate-Palmolive Co(CL)COM194162103$9.0K1000.0%
Enphase Energy Inc(ENPH)COM29355A107$9.1K750.0%
iShares Morningstar Small-Cap Growth ETF(ISCG)ETF464288604$9.8K2100.0%
Paychex Inc(PAYX)COM704326107$9.8K800.0%
Align Technology Inc(ALGN)COM016255101$9.8K300.0%
Comcast Corp(CMCSA)COM20030N101$10.1K2340.0%
iShares Russell 2000(IWM)ETF464287655$10.3K490.0%
Netflix Inc.(NFLX)COM64110L106$10.3K170.0%
Cisco Systems Inc(CSCO)COM17275R102$10.4K2080.0%
Nokia Oyj(NOK)SPONSORED ADR654902204$10.4K2,9460.0%
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