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Lowe fs, LLC

Q1 2025 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Oracle Corporation(ORCL)COM68389X105$28.0K2000.0%
Waste Management Inc(WM)COM94106L109$28.2K1220.0%
Valaris ORD(VAL)CL AG9460G101$28.5K7250.0%
iShares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$28.6K3500.0%
iShares iBonds Dec 2027 Term Tr ETF(IBTH)ETF46436E841$29.1K1,3000.0%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$29.8K3000.0%
TC Energy Corp(TRP)COM87807B107$30.3K6410.0%
Vanguard Global ex-US Real Estate ETF(VNQI)ETF922042676$30.4K7510.0%
Vanguard Short-Term Infl-Prot Secs ETF(VTIP)ETF922020805$30.9K6190.0%
MetLife Inc(MET)COM59156R108$30.9K3850.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$31.4K1,3390.0%
Nvidia Corp(NVDA)COM67066G104$31.9K2940.0%
Merck & Co. Inc.(MRK)COM58933Y105$32.8K3650.0%
Industrial Select Sector Spdra(XLI)SBI INT-INDS81369Y704$34.1K2600.0%
iShares Core S&P Total US Stock Mkt(ITOT)ETF464287150$34.3K2810.0%
Kimbell Royalty Partners LP(KRP)UNIT49435R102$34.4K2,4590.0%
American Tower Corp(AMT)COM03027X100$34.6K1590.0%
Goldman Sachs Group Inc(GS)COM38141G104$35.0K640.0%
Northrop Grumman Corp(NOC)COM666807102$36.4K710.0%
Boeing Co(BA)COM097023105$38.0K2230.0%
Disney Walt Company(DIS)COM254687106$39.3K3980.0%
Main Street Capital Corp(MAIN)COM56035L104$39.6K7000.0%
iShares Aaa - A Rated Corporate Bond ETF(QLTA)ETF46429B291$40.2K8450.0%
Stryker Corporation(SYK)COM863667101$40.9K1100.0%
PepsiCo Inc(PEP)COM713448108$41.5K2770.0%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$42.3K7440.0%
Vanguard Ftse All-Wld ex-US ETF(VEU)ETF922042775$43.2K7120.0%
Vanguard Intmdt-Term Trs ETF(VGIT)ETF92206C706$44.1K7420.0%
iShares Msci Japan(EWJ)ETF46434G822$44.4K6480.0%
Cohen & Steers Infrastructure Common(UTF)COM19248A109$45.5K1,7800.0%
iShares Core US REIT ETF(USRT)ETF464288521$46.0K7980.0%
Xcel Energy Inc(XEL)COM98389B100$46.6K6580.0%
McDonald s Corp(MCD)COM580135101$46.9K1500.0%
Newmont Mining Corp(NEM)COM651639106$47.8K9900.0%
Ameriprise Financial Inc(AMP)COM03076C106$48.4K1000.0%
JPMorgan Chase & Co(JPM)COM46625H100$49.3K2010.0%
MasterCard Inc(MA)COM57636Q104$49.9K910.0%
Freeport-McMoran Copper & Gold(FCX)COM35671D857$50.4K1,3300.0%
Vanguard Short Term Bond ETF(BSV)ETF921937827$51.0K6520.0%
UnitedHealth Group Inc(UNH)COM91324P102$51.2K980.0%
Vanguard Large-Cap ETF(VV)ETF922908637$51.4K2000.0%
Intel Corp(INTC)COM458140100$52.0K2,2920.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$52.5K1,0330.0%
Texas Instruments Inc(TXN)COM882508104$53.9K3000.0%
PNC Financial Services Group Inc(PNC)COM693475105$54.1K3080.0%
Duke Energy Corporation(DUK)COM26441C204$55.1K4520.0%
Schwab US Mid-Cap ETF(SCHM)ETF808524508$55.6K2,1240.0%
General Mills Inc(GIS)COM370334104$57.4K9600.0%
Dimensional US High Profitability ETF(DUHP)US HIGH PROFITAB25434V831$59.0K1,7810.0%
American Electric Power Co Inc(AEP)COM025537101$59.1K5410.0%
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