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
DNP Select Income Common(DNP)COM23325P104$59.3K5,9990.0%
Costco Wholesale Corp(COST)COM22160K105$60.5K640.0%
iShares S&P 100 Index Fund Cboe(OEF)ETF464287101$60.7K2240.0%
General Electric Company(GE)COM369604301$61.0K3050.0%
iShares International Select Dividend(IDV)ETF464288448$62.0K2,0000.0%
Air Products & Chemicals Inc(APD)COM009158106$63.7K2160.0%
Rockwell Automation Inc(ROK)COM773903109$64.1K2480.0%
Lockheed Martin Corp(LMT)COM539830109$64.3K1440.0%
Alphabet Inc C(GOOG)COM02079K107$65.1K4170.0%
Ishares Silver Trust(SLV)ETF46428Q109$65.6K2,1160.0%
Taiwan Semiconductor Manufacturing Co Ltd(TSM)SPONSORED ADR874039100$66.4K4000.0%
VanEck Vectors Fallen Angel HiYld Bd ETF(ANGL)ETF92189F437$67.0K2,3200.0%
Linkbancorp ORD(LNKB)COM53578P105$67.0K9,8760.0%
JPMorgan International Rsrch Enh Eq ETF(JIRE)ETF46641Q134$69.2K1,0860.0%
WisdomTree US Dividend ex-Financials ETF(AIVL)ETF97717W406$70.4K6410.0%
Utilities Spdr ETF(XLU)ETF81369Y886$72.1K9150.0%
Prologis Inc(PLD)COM74340W103$75.2K6730.0%
Tesla Mtrs Inc(TSLA)COM88160R101$75.4K2910.0%
Procter & Gamble Co(PG)COM742718109$77.5K4550.0%
iShares Core S&P Mid-Cap(IJH)ETF464287507$79.4K1,3610.0%
Wal-Mart Stores Inc(WMT)COM931142103$80.3K9150.0%
Spdr Msci Acwi ex-US ETF(CWI)ETF78463X848$84.7K2,8640.0%
Sprott Physical Gold and Silver Trust(CEF/U)TR UNIT85208R101$85.2K3,0000.0%
iShares iBonds Dec 2031 Term Tr ETF(IBTL)ETF46436E460$86.4K4,2500.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$86.6K1,0780.0%
Garmin Ltd(GRMN)SHSH2906T109$86.9K4000.0%
Sun Life Financial Inc(SLF)COM866796105$88.3K1,5420.0%
iShares Russell 2000(IWM)ETF464287655$89.5K4490.0%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$90.8K1,6380.0%
Verizon Communications Inc(VZ)COM92343V104$93.2K2,0550.0%
Enbridge Inc Com(ENB)COM29250N105$94.1K2,1230.0%
VanEck Vectors Semiconductor ETF(SMH)ETF92189F676$99.6K4710.0%
Home Depot Inc.(HD)COM437076102$101.0K2760.0%
Live Nation Entertainment Inc(LYV)COM538034109$104.5K8000.0%
Amgen Inc.(AMGN)COM031162100$105.3K3380.0%
Chevron Corporation(CVX)COM166764100$106.7K6380.0%
iShares Core S&P Small-Cap(IJR)ETF464287804$108.3K1,0360.0%
Starbucks Corp(SBUX)COM855244109$111.8K1,1400.0%
Spdr Wells Fargo Preferred Stock ETF(PSK)ETF78464A292$114.6K3,5380.0%
iShares Msci Emerging Markets(EEM)ETF464287234$115.3K2,6400.0%
iShares 0-5 Year High Yield Corp Bd ETF(SHYG)ETF46434V407$116.7K2,7450.0%
Johnson and Johnson(JNJ)COM478160104$118.5K7140.1%
iShares iBonds Dec 2029 Term Tr ETF(IBTJ)ETF46436E825$118.6K5,4470.1%
iShares iBonds Dec 2028 Term Tr ETF(IBTI)ETF46436E833$118.9K5,3450.1%
Schwab US Large-Cap ETF(SCHX)ETF808524201$119.0K5,3880.1%
Broadridge Financial Solutions Inc(BR)COM11133T103$119.0K4910.1%
iShares iBonds Dec 2030 Term Trsry ETF(IBTK)ETF46436E593$120.6K6,1330.1%
Prudential Financial Inc(PRU)COM744320102$123.2K1,1030.1%
iShares Russell Mid-Cap(IWR)ETF464287499$124.0K1,4580.1%
Jpmorgn Hedgd Eqty LAD Ovrly ETF(HELO)ETF46654Q724$125.0K2,0950.1%
PreviousPage 6 of 8Next