Lowe fs, LLC 13F Holdings
CIK 02817052 · COLUMBIA, MD
As of Sep 30, 2022, Lowe fs, LLC reported 358 positions worth
CIK 02817052 · COLUMBIA, MD
As of Sep 30, 2022, Lowe fs, LLC reported 358 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 144,593 | $51.6K | 30.49% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 273,188 | 8.1K | 10.66% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 55,488 | 4.8K | 8.76% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 158,092 | 1.7K | 6.93% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 201,755 | 0.1K | 5.98% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 100,045 | $9.9K | 5.84% |
| ISHARES GOLD TRUST | IAU | — | 293,050 | $9.2K | 5.46% |
| HORIZON KINETICS INFLATION BENEFICIARIES ETF | INFL | — | 187,069 | $5.2K | 3.07% |
| PROSHARES TR | SH | — | 225,062 | $3.9K | 2.30% |
| ISHARES DOW JONES US ETF | IYY | — | 38,992 | $3.4K | 2.02% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 59,500 | $3.0K | 1.80% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 28,142 | $2.7K | 1.58% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 3,698 | .5K | 0.88% |
| ISHARES AAA - A RATED CORPORATE BOND ETF | QLTA | — | 32,274 | .5K | 0.86% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 14,344 | .2K | 0.68% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 29,446 | .1K | 0.66% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 14,433 | .0K | 0.61% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 4,946 | .0K | 0.60% |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 14,224 | .0K | 0.60% |
| APPLE INC | AAPL | Technology | 4,993 | $690.0 | 0.41% |
| MICROSOFT CORP | MSFT | Technology | 2,886 | $672.0 | 0.40% |
| QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | IVOL | — | 29,165 | $646.0 | 0.38% |
| KRANESHARES TRUST | KRBN | — | 17,275 | $643.0 | 0.38% |
| SPDR(R) S&P(R) GLOBAL NATURAL RESOURCES ETF | GNR | — | 12,960 | $641.0 | 0.38% |
| WISDOMTREE INDIA EARNINGS FUND | EPI | — | 19,985 | $610.0 | 0.36% |