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Lowe fs, LLC

Q2 2025 Holdings

Filed 2025-07-08 | 365 holdings | $256.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Raytheon Technologies Ord(RTX)COM75513E101$16.8K1150.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$17.0K420.0%
Toyota Motor Corp(TM)ADS892331307$17.2K1000.0%
Pure Storage Inc(PSTG)COM74624M102$17.3K3000.0%
ProShares Short S&p500(SH)SHORT S&P 500 NE74349Y753$17.9K4510.0%
Novartis AG(NVSN)SPONSORED ADR66987V109$18.2K1500.0%
Ares Capital Corporation(ARCC)COM04010L103$18.2K8290.0%
Materials Select Sector Spdra(XLB)ETF81369Y100$18.4K2100.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$18.5K1360.0%
CVS Caremark Corporation(CVS)COM126650100$18.5K2680.0%
Enterprise Products Partners LP(EPD)COM293792107$18.6K6000.0%
Ford Motor Company(F)COM345370860$18.7K1,7210.0%
PowerShares Ftse Rafi US 1000 ETF(PRF)ETF46137V613$19.0K4500.0%
Progress Software Corp(PRGS)COM743312100$19.2K3000.0%
Spdr Dow Jones Industrial Average(DIA)ETF78467X109$20.3K460.0%
WisdomTree International Equity ETF(DWM)ETF97717W703$20.3K3200.0%
NextEra Energy Inc(NEE)COM65339F101$20.3K2930.0%
Oneok Inc(OKE)COM682680103$20.5K2510.0%
Main Street Capital Corp(MAIN)COM56035L104$20.7K3500.0%
Honda Motor Co Ltd(HMC)AMERN SHS438128308$20.7K7180.0%
Ishares Russell MidCap Growth ETF(IWP)ETF464287481$20.8K1500.0%
Merck & Co. Inc.(MRK)COM58933Y105$21.0K2650.0%
Vanguard S&P Mid-Cap 400 ETF(IVOO)ETF921932885$21.0K2000.0%
Guggenheim S&P 500 Pure Growth ETF(RPG)ETF46137V266$21.3K4650.0%
Spdr Blmbg Barclays Em Mkts Lcl Bd ETF(EBND)ETF78464A391$22.3K1,0400.0%
H&R Block Inc(HRB)COM093671105$22.3K4060.0%
Hilton Worldwide Holdings Inc(HLT)COM43300A203$22.6K850.0%
ProShares Short QQQ(PSQ)SHORT QQQ NEW74349Y837$23.6K7000.0%
Valero Energy Corp(VLO)COM91913Y100$24.3K1810.0%
Nuveen Quality Muni Income Fund(NAD)COM67066V101$24.5K2,1740.0%
Abbott Laboratories(ABT)COM002824100$25.4K1870.0%
Flextronics International Ltd(FLEX)ORDY2573F102$25.6K5130.0%
iShares Core Msci Total Intl Stk(IXUS)ETF46432F834$25.7K3320.0%
Perpetua Resources Corp.(PPTA)COM714266103$25.7K2,1200.0%
Vanguard Ftse All-Wld ex-US SmCp ETF(VSS)ETF922042718$27.4K2040.0%
iShares iBonds Dec 2026 Term Tr ETF(IBTG)ETF46436E858$27.5K1,2000.0%
Waste Management Inc(WM)COM94106L109$27.9K1220.0%
iShares iBonds Dec 2027 Term Tr ETF(IBTH)ETF46436E841$29.2K1,3000.0%
Caterpillar Inc.(CAT)COM149123101$29.5K760.0%
Valaris ORD(VAL)CL AG9460G101$30.5K7250.0%
VanEck Vectors Oil Services ETF(OIH)ETF92189H607$30.6K1330.0%
Synopsys Inc(SNPS)COM871607107$30.8K600.0%
MetLife Inc(MET)COM59156R108$31.0K3850.0%
Vanguard Short-Term Infl-Prot Secs ETF(VTIP)ETF922020805$31.1K6190.0%
UnitedHealth Group Inc(UNH)COM91324P102$31.1K1000.0%
iShares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$31.2K3500.0%
Industrial Select Sector Spdra(XLI)SBI INT-INDS81369Y704$31.3K2120.0%
TC Energy Corp(TRP)COM87807B107$31.3K6410.0%
Invesco S&P 500 Revenue ETF(RWL)ETF46138G698$31.3K3000.0%
Spdr S&P Aerospace & Defense ETF(XAR)ETF78464A631$31.6K1500.0%
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