Brian Low Financial Group, LLC
- SEC CIK
- 0002079080
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位。
- 持股檔數
- 100
- 2025 年第 1 季沒有申報
- 總值
- $1.07 億
- 2025 年第 1 季沒有申報
Brian Low Financial Group, LLC 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Manager Directed Portfolios56170L612 | SWP GROWTH & INC | 610,486 | $1,591 萬 | 14.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,031 | $499.0 萬 | 4.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 45,872 | $494.5 萬 | 4.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 17,157 | $352.0 萬 | 3.3% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 33,323 | $312.9 萬 | 2.9% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 33,910 | $303.1 萬 | 2.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,235 | $267.7 萬 | 2.5% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 84,184 | $254.2 萬 | 2.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 7,482 | $206.2 萬 | 1.9% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 12,411 | $196.1 萬 | 1.8% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 95,371 | $195.5 萬 | 1.8% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,275 | $181.9 萬 | 1.7% | – | – | – |
| ORCLOracle Corp | Stock | 7,840 | $171.4 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,713 | $171.2 萬 | 1.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,928 | $150.3 萬 | 1.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,437 | $147.3 萬 | 1.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,870 | $143.6 萬 | 1.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,378 | $119.4 萬 | 1.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,307 | $114.9 萬 | 1.1% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 10,227 | $112.9 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,502 | $109.7 萬 | 1.0% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 9,516 | $104.2 萬 | 1.0% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 1,464 | $103.6 萬 | 1.0% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 33,517 | $98.5 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,423 | $97.0 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,455 | $96.4 萬 | 0.9% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,767 | $96.2 萬 | 0.9% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 5,384 | $93.9 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,554 | $93.6 萬 | 0.9% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,996 | $92.7 萬 | 0.9% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,345 | $92.7 萬 | 0.9% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 6,097 | $91.2 萬 | 0.9% | – | – | 歷史 |
| BLKBlackRock, Inc. | Stock | 848 | $89.0 萬 | 0.8% | – | – | 歷史 |
| AITApplied Industrial Technologies Inc | COM | 3,792 | $88.1 萬 | 0.8% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 2,438 | $87.0 萬 | 0.8% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 3,097 | $86.4 萬 | 0.8% | – | – | – |
| EMREmerson Electric Co | Stock | 6,439 | $85.9 萬 | 0.8% | – | – | 歷史 |
| CCJCameco Corp | Stock | 11,450 | $85.0 萬 | 0.8% | – | – | 歷史 |
| ETREntergy Corp | COM | 10,126 | $84.2 萬 | 0.8% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,887 | $83.9 萬 | 0.8% | – | – | – |
| CCitigroup Inc | Stock | 9,754 | $83.0 萬 | 0.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 9,501 | $82.8 萬 | 0.8% | – | – | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 4,168 | $82.4 萬 | 0.8% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 21,184 | $81.2 萬 | 0.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 11,645 | $80.8 萬 | 0.8% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 6,769 | $79.9 萬 | 0.7% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 2,651 | $79.5 萬 | 0.7% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 7,546 | $79.3 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,270 | $78.5 萬 | 0.7% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,254 | $74.9 萬 | 0.7% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,930 | $73.3 萬 | 0.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,058 | $73.1 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 5,892 | $72.8 萬 | 0.7% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,796 | $71.1 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 11,881 | $70.6 萬 | 0.7% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 9,370 | $70.2 萬 | 0.7% | – | – | – |
| TGTTarget Corp | Stock | 7,061 | $69.7 萬 | 0.7% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V381 | S&P500 EQL DIS | 12,533 | $66.7 萬 | 0.6% | – | – | – |
| ROPRoper Technologies Inc | Stock | 1,149 | $65.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287192 | US TRSPRTION | 8,913 | $61.1 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 16,116 | $60.5 萬 | 0.6% | – | – | – |
| MTCHMatch Group, Inc. | COM | 18,042 | $55.7 萬 | 0.5% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 6,237 | $52.5 萬 | 0.5% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 1,985 | $51.8 萬 | 0.5% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,114 | $47.9 萬 | 0.4% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 10,993 | $47.7 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,667 | $45.6 萬 | 0.4% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,416 | $45.0 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,380 | $41.8 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 2,763 | $39.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 6,144 | $39.3 萬 | 0.4% | – | – | – |
| NEUNewmarket Corp | COM | 561 | $38.8 萬 | 0.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,772 | $37.8 萬 | 0.4% | – | – | – |
| ALBAlbemarle Corp | Stock | 6,010 | $37.7 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 504 | $37.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,213 | $33.6 萬 | 0.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,086 | $33.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 4,724 | $32.5 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,109 | $31.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 497 | $30.9 萬 | 0.3% | – | – | – |
| UBERUber Technologies, Inc | Stock | 3,215 | $30.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,902 | $29.4 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 578 | $28.1 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 3,859 | $28.1 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,406 | $27.4 萬 | 0.3% | – | – | – |
| SYYSysco Corp | Stock | 3,517 | $26.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 459 | $26.1 萬 | 0.2% | – | – | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,918 | $25.9 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 8,550 | $24.7 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,549 | $24.7 萬 | 0.2% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 4,728 | $24.4 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 5,967 | $24.2 萬 | 0.2% | – | – | – |
| SOSouthern Co | Stock | 2,609 | $24.0 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,305 | $23.9 萬 | 0.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 5,264 | $23.9 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,530 | $23.6 萬 | 0.2% | – | – | – |
| SHELShell plc | ADR | 3,230 | $22.7 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 866 | $22.3 萬 | 0.2% | – | – | 歷史 |
| OKEONEOK Inc | COM | 2,569 | $21.0 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,725 | $20.4 萬 | 0.2% | – | – | 歷史 |