Brian Low Financial Group

Brian Low Financial Group as of March 31, 2026

Portfolio Holdings for Brian Low Financial Group

Brian Low Financial Group holds 116 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Swp Growth & Income Etf Etf (SWP) 12.8 $19M 709k 26.60
Exxon Mobil Corp Stock (XOM) 5.5 $8.2M 48k 169.66
Microsoft Corp Stock (MSFT) 3.8 $5.5M 15k 370.17
Apple Stock (AAPL) 3.6 $5.2M 21k 253.80
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.5 $3.6M 13k 287.57
Ishares Msci Eafe Etf Etf (EFA) 2.3 $3.4M 35k 97.13
Broadcom Stock (AVGO) 2.0 $3.0M 9.7k 309.52
Ishares Mbs Etf Etf (MBB) 2.0 $3.0M 31k 94.95
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 1.6 $2.4M 80k 30.07
International Business Machs Stock (IBM) 1.6 $2.4M 9.8k 242.40
Nvidia Corporation Stock (NVDA) 1.5 $2.3M 13k 174.40
Invesco International Dividend Achievers Etf Etf (PID) 1.5 $2.2M 99k 22.25
Prologis Reit (PLD) 1.4 $2.1M 16k 132.18
Stmicroelectronics N V Ny Registry Adr (STM) 1.4 $2.0M 58k 34.55
Oracle Corp Stock (ORCL) 1.4 $2.0M 14k 147.11
Jpmorgan Chase & Co Stock (JPM) 1.3 $2.0M 6.7k 294.18
Rtx Corporation Stock (RTX) 1.3 $1.9M 9.9k 192.91
Meta Platforms Inc Cl A Stock (META) 1.3 $1.9M 3.3k 572.19
Eli Lilly & Co Stock (LLY) 1.3 $1.9M 2.0k 919.80
Philip Morris Intl Stock (PM) 1.3 $1.8M 11k 165.34
Astrazeneca Plc Ord Adr (AZN) 1.2 $1.8M 9.2k 197.22
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 1.2 $1.7M 15k 118.60
Blackstone Stock (BX) 1.1 $1.7M 15k 114.99
Abbvie Stock (ABBV) 1.1 $1.7M 7.7k 217.49
Tjx Cos Stock (TJX) 1.1 $1.6M 10k 159.70
Freeport Mcmoran Inc Cl B Stock (FCX) 1.1 $1.6M 27k 58.78
Nextera Energy Stock (NEE) 1.1 $1.6M 17k 92.88
Toll Brothers Stock (TOL) 1.0 $1.5M 11k 136.47
Citigroup Stock (C) 1.0 $1.5M 13k 113.41
Cencora Stock (COR) 1.0 $1.5M 4.8k 314.14
American Express Stock (AXP) 1.0 $1.5M 4.8k 302.48
Medtronic Stock (MDT) 1.0 $1.4M 17k 86.65
Goldman Sachs Group Stock (GS) 1.0 $1.4M 1.7k 846.03
Flowserve Corp Stock (FLS) 1.0 $1.4M 19k 73.51
Pnc Finl Svcs Group Stock (PNC) 0.9 $1.4M 6.6k 208.07
Emerson Elec Stock (EMR) 0.9 $1.4M 11k 131.02
Blackrock Stock (BLK) 0.9 $1.4M 1.4k 961.74
Ishares Russell 2000 Etf Etf (IWM) 0.9 $1.4M 5.6k 248.02
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.9 $1.4M 13k 108.99
Baker Hughes Company Cl A Stock (BKR) 0.9 $1.3M 21k 61.05
Toyota Motor Corp Ads Adr (TM) 0.9 $1.3M 6.1k 206.09
United Parcel Svcs Inc Cl B Stock (UPS) 0.9 $1.3M 13k 98.38
Enbridge Stock (ENB) 0.8 $1.2M 22k 54.14
Taiwan Semiconductor Manufact Adr (TSM) 0.8 $1.2M 3.5k 337.95
Union Pac Corp Stock (UNP) 0.8 $1.2M 4.9k 242.64
Silicon Motion Technology Corp Adr (SIMO) 0.8 $1.2M 11k 112.29
United Rentals Stock (URI) 0.8 $1.2M 1.6k 728.56
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV) 0.7 $1.1M 9.9k 110.38
Darden Restaurants Stock (DRI) 0.7 $1.1M 5.5k 196.04
Digital Rlty Tr Reit (DLR) 0.7 $1.0M 5.6k 180.21
Amazon Stock (AMZN) 0.7 $988k 4.7k 208.27
Vaneck Semiconductor Etf Etf (SMH) 0.7 $961k 2.5k 383.40
Dicks Sporting Goods Stock (DKS) 0.6 $940k 4.7k 198.29
Entergy Corp Stock (ETR) 0.6 $933k 8.3k 112.36
State Street Spdr S&p Biotech Etf Etf (XBI) 0.6 $926k 7.3k 127.73
Walmart Stock (WMT) 0.6 $920k 7.4k 124.28
State Street Spdr S&p 500 Etf Etf (SPY) 0.6 $905k 1.4k 650.34
Salesforce Stock (CRM) 0.6 $882k 4.7k 186.67
Vanguard Growth Etf Etf (VUG) 0.6 $856k 2.0k 436.69
Cameco Corp Stock (CCJ) 0.6 $843k 7.8k 108.61
Ishares Msci Japan Etf Etf (EWJ) 0.6 $810k 9.6k 84.44
Becton Dickinson & Co Stock (BDX) 0.5 $801k 5.1k 157.23
Canadian Nat Res Ltd Med Term Stock (CNQ) 0.5 $798k 16k 48.73
Vanguard Value Etf Etf (VTV) 0.5 $788k 4.0k 196.19
Delta Air Lines Stock (DAL) 0.5 $778k 12k 66.48
First Trust North American Energy Infrastructure Fund Etf (EMLP) 0.5 $736k 17k 43.66
Albemarle Corp Stock (ALB) 0.5 $720k 4.0k 179.53
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN) 0.5 $704k 12k 57.58
Ishares U.s. Home Construction Etf Etf (ITB) 0.4 $656k 7.2k 90.55
State Street Spdr S&p Regional Banking Etf Etf (KRE) 0.4 $653k 10k 65.15
Tesla Stock (TSLA) 0.4 $634k 1.7k 371.75
Spdr Gold Shares Etf (GLD) 0.4 $521k 1.2k 430.29
Vanguard S&p 500 Etf Etf (VOO) 0.3 $444k 743.00 597.31
Booking Holdings Stock (BKNG) 0.3 $442k 105.00 4210.32
Ishares Core Dividend Growth Etf Etf (DGRO) 0.3 $430k 6.1k 70.18
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.3 $416k 9.1k 45.65
Public Svc Enterprise Group Stock (PEG) 0.3 $387k 4.8k 80.95
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.3 $384k 3.9k 97.90
Newmarket Corp Stock (NEU) 0.2 $360k 561.00 640.95
Amgen Stock (AMGN) 0.2 $359k 1.0k 351.98
Chevron Corporation Stock (CVX) 0.2 $341k 1.7k 206.85
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $321k 669.00 479.20
Uber Technologies Stock (UBER) 0.2 $314k 4.4k 71.93
American Elec Pwr Stock (AEP) 0.2 $302k 2.3k 131.08
Schwab Charles Corp Stock (SCHW) 0.2 $295k 3.1k 93.98
Quanta Svcs Stock (PWR) 0.2 $294k 536.00 549.02
At&t Stock (T) 0.2 $276k 9.5k 28.99
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.2 $274k 3.5k 78.67
Home Depot Stock (HD) 0.2 $272k 828.00 328.91
Mplx Lp Com Unit Rep Stock (MPLX) 0.2 $270k 4.7k 57.07
Netflix Stock (NFLX) 0.2 $263k 2.7k 96.15
Establishment Labs Hldgs Stock (ESTA) 0.2 $261k 4.6k 56.78
Cheniere Energy Stock (LNG) 0.2 $259k 912.00 283.76
Johnson & Johnson Stock (JNJ) 0.2 $259k 1.1k 244.49
Sysco Corp Stock (SYY) 0.2 $258k 3.6k 71.33
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 0.2 $257k 2.8k 92.69
Vanguard Small-cap Growth Etf Etf (VBK) 0.2 $256k 846.00 302.27
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.2 $251k 8.2k 30.50
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.2 $248k 3.2k 76.54
Travelers Companies Stock (TRV) 0.2 $245k 840.00 291.68
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $244k 374.00 653.21
Palantir Technologies Inc Cl A Stock (PLTR) 0.2 $240k 1.6k 146.28
Vertex Pharmaceuticals Stock (VRTX) 0.2 $239k 536.00 446.54
Ishares Core Msci Pacific Etf Etf (IPAC) 0.2 $237k 3.1k 76.52
Verizon Communications Stock (VZ) 0.2 $237k 4.7k 50.20
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $236k 3.4k 69.75
Southern Stock (SO) 0.2 $234k 2.4k 96.52
Airbnb Inc Com Cl A Stock (ABNB) 0.2 $233k 1.8k 126.28
Oneok Stock (OKE) 0.2 $232k 2.6k 90.39
Eaton Corp Stock (ETN) 0.2 $226k 633.00 357.67
Procter & Gamble Stock (PG) 0.2 $224k 1.6k 144.47
Ge Aerospace Stock (GE) 0.1 $219k 772.00 283.84
Vanguard Small Cap Value Etf Etf (VBR) 0.1 $212k 975.00 217.24
Asml Hldg Nv N Y Registry Adr (ASML) 0.1 $210k 159.00 1320.83
Village Farms Intl Stock (VFF) 0.1 $131k 46k 2.84
Prospect Cap Corp Cef (PSEC) 0.1 $105k 40k 2.61