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The Analysis of BRIAN LOW FINANCIAL GROUP, LLC's Holdings & P&L

Currently, BRIAN LOW FINANCIAL GROUP, LLC holds 116 types of securities in its portfolio with a total value $147.2M. In the most recent quarter, they have increased their positions in N/A (+9.2K shares, valued at $1.8M), SWP (+50.9K shares, valued at $1.4M), MSFT (+3.6K shares, valued at $1.3M); decreased their positions in JPM (-4.3K shares, valued at $1.3M), CCJ (-5.9K shares, valued at $637.2K), CNQ (-8.3K shares, valued at $404.8K); initiated new positions in N/A (+9.2K shares, valued at $1.8M), BDX (+5.1K shares, valued at $801.1K), DAL (+11.7K shares, valued at $777.8K).

1M P&L

+4.7M+3.46%

3M P&L

+377.4K+0.27%

HY P&L

+9.3M+7.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A47.3M

36.4%

2Oil & Gas Integrated8.5M

6.5%

3Software - Infrastructure7.8M

6.0%

Top Industries by Stock Count

1N/A32 stocks

30.8%

2Utilities - Regulated Electric5 stocks

4.8%

3Drug Manufacturers - General4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SWP SWP GROWTH & INCOME ETF708.6K shares7.74%2026-03-312026-04-20

XOM EXXON MOBIL CORP COM48.0K shares-1.83%2026-03-312026-04-20

MSFT MICROSOFT CORP COM14.9K shares31.89%2026-03-312026-04-20

AAPL APPLE INC COM20.6K shares9.78%2026-03-312026-04-20

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A12.6K shares12.49%2026-03-312026-04-20

EFA ISHARES MSCI EAFE ETF35.1K shares7.22%2026-03-312026-04-20

BROADCOM INC COM BROADCOM INC COM9.7K shares7.96%2026-03-312026-04-20

MBB ISHARES MBS ETF31.2K shares-0.05%2026-03-312026-04-20

Sponsored

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF79.9K shares0.23%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS COM9.8K shares8.60%2026-03-312026-04-20

NVDA NVIDIA CORPORATION COM12.9K shares38.21%2026-03-312026-04-20

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF99.1K shares7.57%2026-03-312026-04-20

PLD PROLOGIS INC. COM15.8K shares10.38%2026-03-312026-04-20

STM STMICROELECTRONICS N V NY REGISTRY58.2K shares80.15%2026-03-312026-04-20

ORCL ORACLE CORP COM13.6K shares9.72%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO COM6.7K shares-38.73%2026-03-312026-04-20

Sponsored

RTX RTX CORPORATION COM9.9K shares9.52%2026-03-312026-04-20

META META PLATFORMS INC CL A3.3K shares5.05%2026-03-312026-04-20

LLY ELI LILLY & CO COM2.0K shares5.14%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC COM11.2K shares12.68%2026-03-312026-04-20

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD9.2K sharesnew addition2026-03-312026-04-20

IEI ISHARES 3-7 YEAR TREASURY BOND ETF14.6K shares0.21%2026-03-312026-04-20

BLACKSTONE INC COM BLACKSTONE INC COM14.5K shares64.15%2026-03-312026-04-20

ABBV ABBVIE INC COM7.7K shares8.99%2026-03-312026-04-20

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TJX TJX COS INC NEW COM10.0K shares9.60%2026-03-312026-04-20

FCX FREEPORT MCMORAN INC CL B26.8K shares10.47%2026-03-312026-04-20

NEE NEXTERA ENERGY INC COM16.7K shares10.54%2026-03-312026-04-20

TOL TOLL BROTHERS INC COM11.2K shares11.85%2026-03-312026-04-20

CITIGROUP INC COM NEW CITIGROUP INC COM NEW13.3K shares1.75%2026-03-312026-04-20

CENCORA INC COM CENCORA INC COM4.8K shares11.28%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO COM4.8K shares71.59%2026-03-312026-04-20

MEDTRONIC PLC SHS MEDTRONIC PLC SHS16.6K shares11.16%2026-03-312026-04-20

Sponsored

GS GOLDMAN SACHS GROUP INC COM1.7K shares20.66%2026-03-312026-04-20

FLS FLOWSERVE CORP COM19.3K shares-16.33%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC COM6.6K shares9.62%2026-03-312026-04-20

EMR EMERSON ELEC CO COM10.5K shares10.89%2026-03-312026-04-20

BLACKROCK INC COM BLACKROCK INC COM1.4K shares10.49%2026-03-312026-04-20

IWM ISHARES RUSSELL 2000 ETF5.6K shares8.95%2026-03-312026-04-20

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF12.5K shares-0.24%2026-03-312026-04-20

BKR BAKER HUGHES COMPANY CL A20.8K shares-15.61%2026-03-312026-04-20

Sponsored

TM TOYOTA MOTOR CORP ADS6.1K shares54.44%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC CL B12.8K shares54.10%2026-03-312026-04-20

ENB ENBRIDGE INC COM22.1K shares9.23%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS3.5K shares9.35%2026-03-312026-04-20

UNP UNION PAC CORP COM4.9K shares10.48%2026-03-312026-04-20

SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR10.5K shares11.61%2026-03-312026-04-20

URI UNITED RENTALS INC COM1.6K shares78.02%2026-03-312026-04-20

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF9.9K shares0.49%2026-03-312026-04-20

Sponsored

DRI DARDEN RESTAURANTS INC COM5.5K shares11.95%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC COM5.6K shares14.91%2026-03-312026-04-20

AMZN AMAZON COM INC COM4.7K shares9.49%2026-03-312026-04-20

SMH VANECK SEMICONDUCTOR ETF2.5K shares4.85%2026-03-312026-04-20

DKS DICKS SPORTING GOODS INC COM4.7K shares10.70%2026-03-312026-04-20

ETR ENTERGY CORP NEW COM8.3K shares0.00%2026-03-312026-04-20

XBI STATE STREET SPDR S&P BIOTECH ETF7.3K shares10.31%2026-03-312026-04-20

WMT WALMART INC COM7.4K shares0.16%2026-03-312026-04-20

Sponsored

SPY STATE STREET SPDR S&P 500 ETF1.4K shares-2.80%2026-03-312026-04-20

CRM SALESFORCE INC COM4.7K shares261.67%2026-03-312026-04-20

VUG VANGUARD GROWTH ETF2.0K shares-7.37%2026-03-312026-04-20

CCJ CAMECO CORP COM7.8K shares-43.04%2026-03-312026-04-20

EWJ ISHARES MSCI JAPAN ETF9.6K shares8.35%2026-03-312026-04-20

BDX BECTON DICKINSON & CO COM5.1K sharesnew addition2026-03-312026-04-20

CNQ CANADIAN NAT RES LTD MED TERM COM16.4K shares-33.67%2026-03-312026-04-20

VTV VANGUARD VALUE ETF4.0K shares-9.61%2026-03-312026-04-20

Sponsored

DAL DELTA AIR LINES INC COM NEW11.7K sharesnew addition2026-03-312026-04-20

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND16.9K shares9.09%2026-03-312026-04-20

ALB ALBEMARLE CORP COM4.0K shares0.00%2026-03-312026-04-20

RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF12.2K sharesnew addition2026-03-312026-04-20

ITB ISHARES U.S. HOME CONSTRUCTION ETF7.2K shares9.88%2026-03-312026-04-20

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF10.0K sharesnew addition2026-03-312026-04-20

TSLA TESLA INC COM1.7K shares29.05%2026-03-312026-04-20

GLD SPDR GOLD SHARES1.2K shares-9.96%2026-03-312026-04-20

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF743 shares13.44%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC COM105 sharesnew addition2026-03-312026-04-20

DGRO ISHARES CORE DIVIDEND GROWTH ETF6.1K shares-2.22%2026-03-312026-04-20

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF9.1K shares10.22%2026-03-312026-04-20

PEG PUBLIC SVC ENTERPRISE GROUP COM4.8K shares0.00%2026-03-312026-04-20

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF3.9K shares0.00%2026-03-312026-04-20

NEU NEWMARKET CORP COM561 shares0.00%2026-03-312026-04-20

AMGN AMGEN INC COM1.0K shares-9.24%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION COM1.6K shares-10.67%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW669 shares-0.59%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC COM4.4K shares20.98%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC COM2.3K shares0.00%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP COM3.1K shares45.97%2026-03-312026-04-20

PWR QUANTA SVCS INC COM536 sharesnew addition2026-03-312026-04-20

T AT&T INC COM9.5K shares7.92%2026-03-312026-04-20

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF3.5K shares14.22%2026-03-312026-04-20

Sponsored

HD HOME DEPOT INC COM828 shares-0.48%2026-03-312026-04-20

MPLX MPLX LP COM UNIT REP LTD4.7K shares0.00%2026-03-312026-04-20

NFLX NETFLIX INC. COM2.7K shares22.01%2026-03-312026-04-20

ESTA ESTABLISHMENT LABS HLDGS INC COM4.6K shares10.16%2026-03-312026-04-20

LNG CHENIERE ENERGY INC COM NEW912 sharesnew addition2026-03-312026-04-20

JNJ JOHNSON & JOHNSON COM1.1K shares-11.17%2026-03-312026-04-20

SYY SYSCO CORP COM3.6K shares-0.17%2026-03-312026-04-20

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST2.8K shares-5.75%2026-03-312026-04-20

Sponsored

VBK VANGUARD SMALL-CAP GROWTH ETF846 shares-11.51%2026-03-312026-04-20

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF8.2K shares-3.66%2026-03-312026-04-20

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF3.2K shares-15.63%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC COM840 shares0.00%2026-03-312026-04-20

IVV ISHARES CORE S&P 500 ETF374 shares-20.59%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC CL A1.6K shares13.08%2026-03-312026-04-20

VRTX VERTEX PHARMACEUTICALS INC COM536 shares2.49%2026-03-312026-04-20

IPAC ISHARES CORE MSCI PACIFIC ETF3.1K shares-8.16%2026-03-312026-04-20

Sponsored

VZ VERIZON COMMUNICATIONS INC COM4.7K sharesnew addition2026-03-312026-04-20

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF3.4K shares-8.39%2026-03-312026-04-20

SO SOUTHERN CO COM2.4K shares0.00%2026-03-312026-04-20

ABNB AIRBNB INC COM CL A1.8K sharesnew addition2026-03-312026-04-20

OKE ONEOK INC NEW COM2.6K sharesnew addition2026-03-312026-04-20

EATON CORP PLC SHS EATON CORP PLC SHS633 sharesnew addition2026-03-312026-04-20

PG PROCTER & GAMBLE CO COM1.6K shares0.00%2026-03-312026-04-20

GE AEROSPACE COM NEW GE AEROSPACE COM NEW772 shares-10.44%2026-03-312026-04-20

Sponsored

VBR VANGUARD SMALL CAP VALUE ETF975 shares-11.04%2026-03-312026-04-20

ASML ASML HLDG NV N Y REGISTRY SHS159 sharesnew addition2026-03-312026-04-20

VFF VILLAGE FARMS INTL INC COM46.0K shares0.00%2026-03-312026-04-20

PSEC PROSPECT CAP CORP COM40.3K shares303.08%2026-03-312026-04-20

SWP

SWP GROWTH & INCOME ETF

7.74%

Shares708.6K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP COM

-1.83%

Shares48.0K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP COM

31.89%

Shares14.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC COM

9.78%

Shares20.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CAP STK CL A

12.49%

Shares12.6K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES MSCI EAFE ETF

7.22%

Shares35.1K

Event2026-03-31

Filed2026-04-20

BROADCOM INC COM

7.96%

Shares9.7K

Event2026-03-31

Filed2026-04-20

MBB

ISHARES MBS ETF

-0.05%

Shares31.2K

Event2026-03-31

Filed2026-04-20

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

0.23%

Shares79.9K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS COM

8.60%

Shares9.8K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION COM

38.21%

Shares12.9K

Event2026-03-31

Filed2026-04-20

PID

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

7.57%

Shares99.1K

Event2026-03-31

Filed2026-04-20

PLD

PROLOGIS INC. COM

10.38%

Shares15.8K

Event2026-03-31

Filed2026-04-20

STM

STMICROELECTRONICS N V NY REGISTRY

80.15%

Shares58.2K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP COM

9.72%

Shares13.6K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO COM

-38.73%

Shares6.7K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION COM

9.52%

Shares9.9K

Event2026-03-31

Filed2026-04-20