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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
Linkbancorp ORD(LNKB)COM53578P105$72.2K9,8760.0%
Procter & Gamble Co(PG)COM742718109$72.5K4550.0%
Alphabet Inc C(GOOG)COM02079K107$74.0K4170.0%
Utilities Spdr ETF(XLU)ETF81369Y886$74.7K9150.0%
Spdr S&P Oil & Gas Exploration & Production ETF(XOP)ETF78468R556$77.0K6120.0%
General Electric Company(GE)COM369604301$78.5K3050.0%
Rockwell Automation Inc(ROK)COM773903109$82.4K2480.0%
Garmin Ltd(GRMN)SHSH2906T109$83.5K4000.0%
iShares Core S&P Mid-Cap(IJH)ETF464287507$84.4K1,3610.0%
Sun Life Financial Inc(SLF)COM866796105$85.0K1,2790.0%
Amgen Inc.(AMGN)COM031162100$86.0K3080.0%
iShares iBonds Dec 2031 Term Tr ETF(IBTL)ETF46436E460$87.1K4,2500.0%
iShares Russell Mid-Cap(IWR)ETF464287499$88.1K9580.0%
Verizon Communications Inc(VZ)COM92343V104$88.9K2,0550.0%
Wal-Mart Stores Inc(WMT)COM931142103$89.4K9150.0%
Enbridge Inc Com(ENB)COM29250N105$89.8K1,9820.0%
Johnson and Johnson(JNJ)COM478160104$90.1K5900.0%
Sprott Physical Gold and Silver Trust(CEF/U)TR UNIT85208R101$90.3K3,0000.0%
Taiwan Semiconductor Manufacturing Co Ltd(TSM)SPONSORED ADR874039100$90.6K4000.0%
Chevron Corporation(CVX)COM166764100$91.4K6380.0%
Tesla Mtrs Inc(TSLA)COM88160R101$92.4K2910.0%
Spdr Msci Acwi ex-US ETF(CWI)ETF78463X848$93.5K2,8640.0%
iShares iBonds Dec 2028 Term Tr ETF(IBTI)ETF46436E833$94.3K4,2180.0%
iShares iBonds Dec 2029 Term Tr ETF(IBTJ)ETF46436E825$95.8K4,3690.0%
iShares Russell 2000(IWM)ETF464287655$96.8K4490.0%
iShares iBonds Dec 2030 Term Trsry ETF(IBTK)ETF46436E593$98.0K4,9370.0%
iShares Msci Acwi ex US ETF(ACWX)ETF464288240$99.8K1,6380.0%
Home Depot Inc.(HD)COM437076102$101.1K2760.0%
Spdr S&P 500 Growth(SPYG)ETF78464A409$102.8K1,0780.0%
Starbucks Corp(SBUX)COM855244109$104.5K1,1400.0%
Schwab US Large-Cap ETF(SCHX)ETF808524201$106.9K4,3730.0%
Spdr Wells Fargo Preferred Stock ETF(PSK)ETF78464A292$112.4K3,5380.0%
iShares Core S&P Small-Cap(IJR)ETF464287804$113.2K1,0360.0%
Prudential Financial Inc(PRU)COM744320102$118.5K1,1030.0%
Broadridge Financial Solutions Inc(BR)COM11133T103$119.3K4910.0%
Live Nation Entertainment Inc(LYV)COM538034109$121.0K8000.0%
Quadratic Intrst Rt Vol & Infl H ETF(IVOL)QUADRTC INT RT500767736$127.1K6,5000.0%
iShares Msci Emerging Markets(EEM)ETF464287234$127.3K2,6400.0%
Jpmorgn Hedgd Eqty LAD Ovrly ETF(HELO)ETF46654Q724$131.1K2,0950.1%
VanEck Vectors Semiconductor ETF(SMH)ETF92189F676$135.0K4840.1%
iShares Select Dividend(DVY)ETF464287168$135.1K1,0170.1%
Vanguard Global ex-US Real Estate ETF(VNQI)ETF922042676$138.6K3,0040.1%
Vanguard Value ETF(VTV)ETF922908744$139.4K7890.1%
Coca-Cola Co(KO)COM191216100$142.4K2,0130.1%
Vanguard Emerging Markets Stock Idx ETF(VWO)ETF922042858$143.0K2,8920.1%
Visa Inc(V)COM92826C839$144.2K4060.1%
iShares ESG Msci USA ETF(ESGU)ETF46435G425$145.4K1,0750.1%
AT&T Inc(T)COM00206R102$147.6K5,1010.1%
Hershey Co(HSY)COM427866108$155.4K9370.1%
iShares S&P 500 Growth(IVW)ETF464287309$159.4K1,4480.1%
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