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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
Quadratic Intrst Rt Vol & Infl H ETF(IVOL)QUADRTC INT RT500767736$125.2K6,7000.1%
Vanguard Emerging Markets Stock Idx ETF(VWO)ETF922042858$130.9K2,8920.1%
iShares ESG Msci USA ETF(ESGU)ETF46435G425$131.1K1,0750.1%
iShares S&P 500 Growth(IVW)ETF464287309$134.4K1,4480.1%
Vanguard Value ETF(VTV)ETF922908744$136.3K7890.1%
iShares Select Dividend(DVY)ETF464287168$136.6K1,0170.1%
iShares Msci KLD 400 Social ETF(DSI)ETF464288570$142.1K1,3880.1%
Visa Inc(V)COM92826C839$142.3K4060.1%
AT&T Inc(T)COM00206R102$143.2K5,0630.1%
Coca-Cola Co(KO)COM191216100$144.2K2,0130.1%
iShares Core Msci Pacific ETF(IPAC)ETF46434V696$144.7K2,3250.1%
Badger Meter Inc(BMI)COM056525108$148.4K7800.1%
Vanguard Intl Div Apprec ETF(VIGI)ETF921946810$155.6K1,8760.1%
Vanguard Growth ETF(VUG)ETF922908736$159.1K4290.1%
Hershey Co(HSY)COM427866108$160.1K9360.1%
Spdr S&P Oil & Gas Exploration & Production ETF(XOP)ETF78468R556$165.4K1,2560.1%
Public Service Enterprise Group Inc(PEG)COM744573106$168.2K2,0440.1%
iShares Core S&P 500(IVV)ETF464287200$173.6K3090.1%
Amazon.com Inc(AMZN)COM023135106$185.5K9750.1%
Vanguard Total Stock Market ETF(VTI)ETF922908769$192.9K7020.1%
Reaves Utility Income(UTG)COM756158101$200.1K6,1500.1%
Marathon Petroleum Corp(MPC)COM56585A102$207.0K1,4210.1%
VanEck Morningstar Wide Moat ETF(MOAT)ETF92189F643$218.6K2,4840.1%
International Business Machines Corp(IBM)COM459200101$243.7K9800.1%
iShares Core Msci Emerging Markets(IEMG)ETF46434G103$244.5K4,5300.1%
Schwab International Equity ETF(SCHF)ETF808524805$248.3K12,5530.1%
PPL Corp(PPL)COM69351T106$289.0K8,0040.1%
TJX Companies Inc(TJX)COM872540109$292.6K2,4020.1%
iShares High Dividend(HDV)ETF46429B663$304.0K2,5100.1%
Spdr Blmbg Barclays 1-3 Mth T-Bill ETF(BIL)ETF78468R663$310.1K3,3810.1%
Berkshire Hathaway Inc(BRK/B)COM084670702$313.7K5890.1%
iShares Core Msci Eafe(IEFA)ETF46432F842$325.0K4,2970.1%
Vanguard REIT ETF(VNQ)ETF922908553$349.1K3,8560.1%
Automatic Data Processing(ADP)COM053015103$371.2K1,2150.2%
Facebook Inc(META)COM30303M102$404.6K7020.2%
Ameren Corp(AEE)COM023608102$415.5K4,1380.2%
VanEck CLO ETF(CLOI)ETF92189H748$526.8K9,9690.2%
Exxon Mobil Corporation(XOM)COM30231G102$591.3K4,9720.3%
T. Rowe Price Capital Apprec Eq ETF(TCAF)CAP APPRECIATION87283Q867$593.0K18,3720.3%
iShares Emerging Markets Dividend ETF(DVYE)ETF464286319$606.5K22,2250.3%
Vanguard Dividend Apprec Idx ETF(VIG)ETF921908844$642.1K3,3100.3%
VanEck Morningstar Smid Moat ETF(SMOT)ETF92189H730$669.7K20,4240.3%
Vanguard Intl Hi Div Yld Idx ETF(VYMI)ETF921946794$704.5K9,5600.3%
WisdomTree India Earnings ETF(EPI)ETF97717W422$914.6K20,9240.4%
Invesco Ftse Rafi Dev Mkts ex-US ETF(PXF)ETF46138E743$919.4K17,6840.4%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$962.2K17,5710.4%
Apple Inc.(AAPL)COM037833100$970.6K4,3690.4%
Spdr S&P Global Infrastructure ETF(GII)ETF78463X855$1.1M17,9150.5%
JPMorgan Short Duration Core Plus ETF(JSCP)ETF46641Q274$1.1M23,7170.5%
Microsoft Corp(MSFT)COM594918104$1.1M3,0210.5%
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