IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lowe fs, LLC

Q2 2024 Holdings

Filed 2024-07-09 | 315 holdings | $219.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Utilities Spdr ETF(XLU)ETF81369Y886$118.2K1,7350.1%
Spdr Wells Fargo Preferred Stock ETF(PSK)ETF78464A292$120.0K3,5380.1%
Visa Inc(V)COM92826C839$120.2K4580.1%
Coca-Cola Co(KO)COM191216100$128.1K2,0130.1%
iShares ESG Msci USA ETF(ESGU)ETF46435G425$128.3K1,0750.1%
iShares Core Msci Pacific ETF(IPAC)ETF46434V696$133.2K2,1750.1%
iShares 0-5 Year High Yield Corp Bd ETF(SHYG)ETF46434V407$137.5K3,2580.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$145.0K5420.1%
Public Service Enterprise Group Inc(PEG)COM744573106$150.6K2,0440.1%
Quadratic Intrst Rt Vol & Infl H ETF(IVOL)QUADRTC INT RT500767736$151.8K8,2000.1%
iShares S&P 500 Growth(IVW)ETF464287309$152.5K1,6480.1%
Spdr S&P Oil & Gas Exploration & Production ETF(XOP)ETF78468R556$156.7K1,0770.1%
VanEck Morningstar Wide Moat ETF(MOAT)ETF92189F643$159.4K1,8400.1%
Badger Meter Inc(BMI)COM056525108$160.3K8600.1%
Vanguard Growth ETF(VUG)ETF922908736$160.5K4290.1%
iShares Msci KLD 400 Social ETF(DSI)ETF464288570$164.9K1,5880.1%
International Business Machines Corp(IBM)COM459200101$169.5K9800.1%
Hershey Co(HSY)COM427866108$171.6K9340.1%
Amazon.com Inc(AMZN)COM023135106$176.8K9150.1%
Reaves Utility Income(UTG)COM756158101$211.7K7,7500.1%
Vanguard REIT ETF(VNQ)ETF922908553$213.8K2,5520.1%
PPL Corp(PPL)COM69351T106$223.7K8,0890.1%
Marathon Petroleum Corp(MPC)COM56585A102$249.1K1,4360.1%
TJX Companies Inc(TJX)COM872540109$264.5K2,4020.1%
iShares High Dividend(HDV)ETF46429B663$275.6K2,5350.1%
Automatic Data Processing(ADP)COM053015103$290.0K1,2150.1%
Ameren Corp(AEE)COM023608102$294.3K4,1380.1%
iShares Core Msci Emerging Markets(IEMG)ETF46434G103$314.0K5,8650.1%
VanEck Morningstar Smid Moat ETF(SMOT)ETF92189H730$324.8K10,1640.1%
iShares Core Msci Eafe(IEFA)ETF46432F842$341.9K4,7070.2%
Facebook Inc(META)COM30303M102$348.4K6910.2%
iShares Emerging Markets Dividend ETF(DVYE)ETF464286319$389.3K14,3220.2%
T. Rowe Price Capital Apprec Eq ETF(TCAF)CAP APPRECIATION87283Q867$393.6K12,5300.2%
Vanguard Dividend Apprec Idx ETF(VIG)ETF921908844$460.9K2,5250.2%
Exxon Mobil Corporation(XOM)COM30231G102$565.6K4,9130.3%
iShares Msci Brazil ETF(EWZ)ETF464286400$631.2K23,0960.3%
Pacer US Cash Cows 100 ETF(COWZ)US CASH COWS 10069374H881$720.2K13,2170.3%
Apple Inc.(AAPL)COM037833100$731.8K3,4740.3%
Invesco Ftse Rafi Dev Mkts ex-US ETF(PXF)ETF46138E743$798.8K16,4090.4%
Pacer US Small Cap Cash Cows 100 ETF(CALF)PACER US SMALL69374H857$855.5K19,6400.4%
Invesco Ftse Rafi Emerging Markets ETF(PXH)ETF46138E727$875.4K43,2320.4%
WisdomTree India Earnings ETF(EPI)ETF97717W422$933.2K19,3280.4%
McCormick & Company Inc(MKC)COM579780206$986.9K13,9120.4%
JPMorgan Short Duration Core Plus ETF(JSCP)ETF46641Q274$1.0M22,5380.5%
AB Ultra Short Income ETF(YEAR)ULTRA SHORT INCM00039J103$1.1M21,3800.5%
VanEck Vectors Semiconductor ETF(SMH)ETF92189F676$1.1M4,2200.5%
Microsoft Corp(MSFT)COM594918104$1.2M2,6890.5%
iShares Russell 3000(IWV)ETF464287689$1.4M4,6160.6%
Global X Copper Miners ETF(COPX)ETF37954Y830$1.5M33,0740.7%
Market Vectors Gold Miners ETF(GDX)ETF92189F106$1.5M45,1770.7%
PreviousPage 6 of 7Next