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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
MetLife Inc(MET)COM59156R108$21.8K2940.0%
Ford Motor Company(F)COM345370860$21.8K1,6450.0%
MasterCard Inc(MA)COM57636Q104$24.1K500.0%
Square Inc A(XYZ)CL A852234103$24.1K2850.0%
Technology Select Sector Spdra(XLK)ETF81369Y803$24.2K1160.0%
Oracle Corporation(ORCL)COM68389X105$25.1K2000.0%
Industrial Select Sector Spdra(XLI)SBI INT-INDS81369Y704$25.2K2000.0%
Spdr S&P Global Natural Resources ETF(GNR)ETF78463X541$25.2K4350.0%
Exelon Corp(EXC)COM30161N101$25.5K6790.0%
AT&T Inc(T)COM00206R102$25.9K1,4730.0%
Enterprise Products Partners LP(EPD)COM293792107$26.3K9000.0%
Valero Energy Corp(VLO)COM91913Y100$26.5K1550.0%
Honda Motor Co Ltd(HMC)AMERN SHS438128308$26.7K7180.0%
Caterpillar Inc.(CAT)COM149123101$27.8K760.0%
iShares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$28.0K3500.0%
Duke Energy Corporation(DUK)COM26441C204$28.9K2990.0%
Global X Internet of Things ETF(SNSR)ETF37954Y780$29.3K8090.0%
Pure Storage Inc(PSTG)COM74624M102$29.9K5750.0%
JPMorgan Chase & Co(JPM)COM46625H100$30.0K1500.0%
CVS Caremark Corporation(CVS)COM126650100$31.5K3950.0%
Main Street Capital Corp(MAIN)COM56035L104$33.1K7000.0%
Tesla Mtrs Inc(TSLA)COM88160R101$33.6K1910.0%
Spdr Blmbg Barclays 1-3 Mth T-Bill ETF(BIL)ETF78468R663$34.9K3800.0%
Xcel Energy Inc(XEL)COM98389B100$35.4K6580.0%
Northrop Grumman Corp(NOC)COM666807102$36.4K760.0%
Synopsys Inc(SNPS)COM871607107$37.1K650.0%
Dollar General Corp(DG)COM256677105$37.5K2400.0%
Stryker Corporation(SYK)COM863667101$39.4K1100.0%
McDonald s Corp(MCD)COM580135101$42.3K1500.0%
Boeing Co(BA)COM097023105$42.8K2220.0%
iShares Core US REIT ETF(USRT)ETF464288521$42.9K7980.0%
ProShares Short QQQSHORT QQQ NEW74347B714$43.8K5,0000.0%
American Electric Power Co Inc(AEP)COM025537101$44.0K5110.0%
Wal-Mart Stores Inc(WMT)COM931142103$44.0K7320.0%
PepsiCo Inc(PEP)COM713448108$45.2K2580.0%
Alphabet Inc C(GOOG)COM02079K107$45.7K3000.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$45.7K6250.0%
Tri-Continental Corporation(TY)COM895436103$46.2K1,5000.0%
Intercontinental Exchange Inc(ICE)COM45866F104$46.7K3400.0%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$46.9K5000.0%
iShares Core S&P 500(IVV)ETF464287200$47.3K900.0%
DNP Select Income Common(DNP)COM23325P104$48.0K5,2940.0%
Ishares Silver Trust(SLV)ETF46428Q109$48.1K2,1160.0%
Air Products & Chemicals Inc(APD)COM009158106$48.5K2000.0%
PNC Financial Services Group Inc(PNC)COM693475105$49.8K3080.0%
iShares Russell Mid-Cap(IWR)ETF464287499$50.5K6000.0%
Berkshire Hathaway Inc(BRK/B)COM084670702$50.5K1200.0%
Newmont Mining Corp(NEM)COM651639106$53.4K1,4900.0%
Prologis Inc(PLD)COM74340W103$55.1K4230.0%
iShares S&P 100 Index Fund Cboe(OEF)ETF464287101$55.4K2240.0%
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