IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lowe fs, LLC

Q1 2025 Holdings

Filed 2025-04-08 | 372 holdings | $235.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
iShares US Real Estate(IYR)ETF464287739$15.1K1580.0%
Raytheon Technologies Ord(RTX)COM75513E101$15.2K1150.0%
Progress Software Corp(PRGS)COM743312100$15.5K3000.0%
Truist Finl Corp Com(TFC)COM89832Q109$15.5K3770.0%
Nokia Oyj(NOK)SPONSORED ADR654902204$15.5K2,9460.0%
iShares Core US Aggregate Bond(AGG)ETF464287226$15.7K1590.0%
Abbvie Inc(ABBV)COM00287Y109$15.7K750.0%
First Trust Health Care AlphaDEX(FXH)ETF33734X143$16.7K1610.0%
Novartis AG(NVSN)SPONSORED ADR66987V109$16.7K1500.0%
BP PLC(BP)ADR055622104$16.9K5000.0%
Flextronics International Ltd(FLEX)ORDY2573F102$17.0K5130.0%
Equinix Inc(EQIX)COM29444U700$17.1K210.0%
Ishares Russell MidCap Growth ETF(IWP)ETF464287481$17.6K1500.0%
Toyota Motor Corp(TM)ADS892331307$17.7K1000.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$17.8K2140.0%
Guggenheim S&P 500 Pure Growth ETF(RPG)ETF46137V266$17.8K4650.0%
CVS Caremark Corporation(CVS)COM126650100$18.0K2660.0%
Materials Select Sector Spdra(XLB)ETF81369Y100$18.1K2100.0%
PowerShares Ftse Rafi US 1000 ETF(PRF)ETF46137V613$18.2K4500.0%
Ares Capital Corporation(ARCC)COM04010L103$18.4K8290.0%
Tri-Continental Corporation(TY)COM895436103$18.4K6000.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$18.5K1360.0%
iShares JPMorgan USD Emerg Markets Bond(EMB)ETF464288281$18.6K2050.0%
WisdomTree International Equity ETF(DWM)ETF97717W703$18.6K3200.0%
Spdr Dow Jones Industrial Average(DIA)ETF78467X109$19.3K460.0%
Honda Motor Co Ltd(HMC)AMERN SHS438128308$19.5K7180.0%
Vanguard S&P Mid-Cap 400 ETF(IVOO)ETF921932885$19.7K2000.0%
ProShares Short S&p500(SH)SHORT QQQ NEW74349Y753$20.1K4510.0%
Enterprise Products Partners LP(EPD)COM293792107$20.5K6000.0%
iShares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$20.7K2000.0%
NextEra Energy Inc(NEE)COM65339F101$20.8K2930.0%
Spdr Blmbg Barclays Em Mkts Lcl Bd ETF(EBND)ETF78464A391$20.9K1,0400.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$20.9K420.0%
Ford Motor Company(F)COM345370860$22.2K2,2130.0%
H&R Block Inc(HRB)COM093671105$22.3K4060.0%
Hilton Worldwide Holdings Inc(HLT)COM43300A203$22.8K1000.0%
iShares Core Msci Total Intl Stk(IXUS)ETF46432F834$23.2K3320.0%
Alphabet Inc A(GOOGL)CAP STK CL A02079K305$23.4K1510.0%
Vanguard Ftse All-Wld ex-US SmCp ETF(VSS)ETF922042718$23.6K2040.0%
Valero Energy Corp(VLO)COM91913Y100$23.9K1810.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$24.1K1500.0%
Abbott Laboratories(ABT)COM002824100$24.8K1870.0%
Oneok Inc(OKE)COM682680103$24.9K2510.0%
Nuveen Quality Muni Income Fund(NAD)COM67066V101$25.0K2,1740.0%
Caterpillar Inc.(CAT)COM149123101$25.1K760.0%
Netflix Inc.(NFLX)COM64110L106$25.2K270.0%
iShares Msci Mexico ETF(EWW)ETF464286822$25.9K5090.0%
iShares iBonds Dec 2026 Term Tr ETF(IBTG)ETF46436E858$27.5K1,2000.0%
Ge Vernova Llc Com(GEV)COM36828A101$27.8K910.0%
Synopsys Inc(SNPS)COM871607107$27.9K650.0%
PreviousPage 4 of 8Next