IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Lowe fs, LLC

Q2 2025 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Stryker Corporation(SYK)COM863667101$31.7K800.0%
iShares Msci Mexico ETF(EWW)ETF464286822$32.0K5290.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$33.9K1,3390.0%
Kimbell Royalty Partners LP(KRP)UNIT49435R102$34.3K2,4590.0%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$34.5K5810.0%
American Tower Corp(AMT)COM03027X100$35.1K1590.0%
Northrop Grumman Corp(NOC)COM666807102$35.5K710.0%
Netflix Inc.(NFLX)COM64110L106$36.2K270.0%
PepsiCo Inc(PEP)COM713448108$36.6K2770.0%
iShares Core S&P Total US Stock Mkt(ITOT)ETF464287150$37.9K2810.0%
Vanguard Intmdt-Term Trs ETF(VGIT)ETF92206C706$42.3K7080.0%
Goldman Sachs Group Inc(GS)COM38141G104$43.2K610.0%
Oracle Corporation(ORCL)COM68389X105$43.7K2000.0%
McDonald s Corp(MCD)COM580135101$43.8K1500.0%
Xcel Energy Inc(XEL)COM98389B100$44.8K6580.0%
iShares Msci Japan(EWJ)ETF46434G822$44.8K5980.0%
iShares Core US REIT ETF(USRT)ETF464288521$45.1K7980.0%
iShares Aaa - A Rated Corporate Bond ETF(QLTA)ETF46429B291$45.2K9450.0%
Nvidia Corp(NVDA)COM67066G104$46.4K2940.0%
Boeing Co(BA)COM097023105$46.7K2230.0%
Vanguard Ftse All-Wld ex-US ETF(VEU)ETF922042775$47.9K7120.0%
Cohen & Steers Infrastructure Common(UTF)COM19248A109$48.0K1,7800.0%
Ge Vernova Llc Com(GEV)COM36828A101$48.2K910.0%
General Mills Inc(GIS)COM370334104$49.7K9600.0%
MasterCard Inc(MA)COM57636Q104$51.1K910.0%
Vanguard Short Term Bond ETF(BSV)ETF921937827$51.3K6520.0%
Intel Corp(INTC)COM458140100$51.3K2,2920.0%
Duke Energy Corporation(DUK)COM26441C204$53.3K4520.0%
Ameriprise Financial Inc(AMP)COM03076C106$53.4K1000.0%
American Electric Power Co Inc(AEP)COM025537101$56.1K5410.0%
Air Products & Chemicals Inc(APD)COM009158106$56.4K2000.0%
Vanguard Large-Cap ETF(VV)ETF922908637$57.1K2000.0%
PNC Financial Services Group Inc(PNC)COM693475105$57.4K3080.0%
Freeport-McMoran Copper & Gold(FCX)COM35671D857$57.7K1,3300.0%
Newmont Mining Corp(NEM)COM651639106$57.7K9900.0%
JPMorgan Chase & Co(JPM)COM46625H100$58.3K2010.0%
DNP Select Income Common(DNP)COM23325P104$58.7K5,9990.0%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$58.9K1,0330.0%
Disney Walt Company(DIS)COM254687106$58.9K4750.0%
Schwab US Mid-Cap ETF(SCHM)ETF808524508$59.6K2,1240.0%
iShares Latin America 40(ILF)ETF464287390$61.4K2,3410.0%
Texas Instruments Inc(TXN)COM882508104$62.3K3000.0%
Dimensional US High Profitability ETF(DUHP)US HIGH PROFITAB25434V831$63.3K1,7810.0%
Costco Wholesale Corp(COST)COM22160K105$63.4K640.0%
Lockheed Martin Corp(LMT)COM539830109$66.7K1440.0%
WisdomTree US Dividend ex-Financials ETF(AIVL)ETF97717W406$66.8K5910.0%
VanEck Vectors Fallen Angel HiYld Bd ETF(ANGL)ETF92189F437$67.9K2,3200.0%
iShares International Select Dividend(IDV)ETF464288448$69.0K2,0000.0%
Ishares Silver Trust(SLV)ETF46428Q109$69.4K2,1160.0%
Prologis Inc(PLD)COM74340W103$70.7K6730.0%
PreviousPage 5 of 8Next