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


Currently, BRIAN LOW FINANCIAL GROUP, LLC holds 108 types of securities in its portfolio with a total value $128.9M. In the most recent quarter, they have increased their positions in JEF (+20.8K shares, valued at $1.4M), FLS (+18.9K shares, valued at $1.0M), AXP (+2.6K shares, valued at $862.3K); decreased their positions in ORCL (-952 shares, valued at $267.7K), GS (-266 shares, valued at $211.8K), ETR (-1.8K shares, valued at $169.7K); initiated new positions in JEF (+20.8K shares, valued at $1.4M), FLS (+18.9K shares, valued at $1.0M), AXP (+2.6K shares, valued at $862.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SWP MANAGER DIRECTED PORTFOLIOS624.5K shares2.29%2025-09-302025-10-16history
MSFT MICROSOFT CORP11.7K shares16.29%2025-09-302025-10-16history
XOM EXXON MOBIL CORP49.1K shares6.97%2025-09-302025-10-16history
AAPL APPLE INC19.9K shares15.75%2025-09-302025-10-16history
JPM JPMORGAN CHASE & CO.10.3K shares11.09%2025-09-302025-10-16history
EFA ISHARES TR32.8K shares-3.24%2025-09-302025-10-16history
AVGO BROADCOM INC9.2K shares22.73%2025-09-302025-10-16history
MBB ISHARES TR31.7K shares-4.81%2025-09-302025-10-16history
Sponsored
GOOGL ALPHABET INC12.4K shares27.59%2025-09-302025-10-16history
SPSB SPDR SERIES TRUST81.0K shares-3.76%2025-09-302025-10-16history
NVDA NVIDIA CORPORATION12.6K shares1.68%2025-09-302025-10-16history
IBM INTERNATIONAL BUSINESS MACHS7.9K shares62.22%2025-09-302025-10-16history
ORCL ORACLE CORP6.9K shares-12.14%2025-09-302025-10-16history
PID INVESCO EXCHANGE TRADED FD T90.9K shares-4.66%2025-09-302025-10-16history
IEI ISHARES TR14.7K shares-3.94%2025-09-302025-10-16history
LLY ELI LILLY & CO2.1K shares10.48%2025-09-302025-10-16history
Sponsored
ABBV ABBVIE INC6.5K shares29.44%2025-09-302025-10-16history
LQD ISHARES TR12.8K shares-4.82%2025-09-302025-10-16history
PM PHILIP MORRIS INTL INC8.5K shares34.42%2025-09-302025-10-16history
AZN ASTRAZENECA PLC17.7K shares28.79%2025-09-302025-10-16history
JEF JEFFERIES FINL GROUP INC20.8K sharesnew addition2025-09-302025-10-16history
RTX RTX CORPORATION7.8K shares23.36%2025-09-302025-10-16history
PNC PNC FINL SVCS GROUP INC6.4K shares63.38%2025-09-302025-10-16history
BX BLACKSTONE INC7.5K shares23.59%2025-09-302025-10-16history
Sponsored
BLK BLACKROCK INC1.1K shares29.72%2025-09-302025-10-16history
AIT APPLIED INDL TECHNOLOGIES IN4.8K shares26.32%2025-09-302025-10-16history
C CITIGROUP INC12.3K shares25.79%2025-09-302025-10-16history
HD HOME DEPOT INC3.0K shares18.79%2025-09-302025-10-16history
MDT MEDTRONIC PLC12.6K shares32.65%2025-09-302025-10-16history
DKS DICKS SPORTING GOODS INC5.3K shares26.08%2025-09-302025-10-16history
DLR DIGITAL RLTY TR INC6.7K shares24.91%2025-09-302025-10-16history
COR CENCORA INC3.6K shares35.95%2025-09-302025-10-16history
Sponsored
IWM ISHARES TR4.6K shares19.42%2025-09-302025-10-16history
VUG VANGUARD INDEX FDS2.3K shares-7.35%2025-09-302025-10-16history
SHV ISHARES TR9.9K shares-3.50%2025-09-302025-10-16history
PLD PROLOGIS INC.9.4K shares24.36%2025-09-302025-10-16history
TJX TJX COS INC NEW7.4K shares26.14%2025-09-302025-10-16history
ETN EATON CORP PLC2.9K shares17.51%2025-09-302025-10-16history
EMR EMERSON ELEC CO8.0K shares24.37%2025-09-302025-10-16history
BKR BAKER HUGHES COMPANY21.0K shares-0.66%2025-09-302025-10-16history
Sponsored
SPY SPDR S&P 500 ETF TR1.5K shares20.94%2025-09-302025-10-16history
DUK DUKE ENERGY CORP NEW8.2K shares21.23%2025-09-302025-10-16history
FLS FLOWSERVE CORP18.9K sharesnew addition2025-09-302025-10-16history
SMH VANECK ETF TRUST3.0K shares-1.65%2025-09-302025-10-16history
NEE NEXTERA ENERGY INC12.8K shares9.68%2025-09-302025-10-16history
AMZN AMAZON COM INC4.4K shares-1.04%2025-09-302025-10-16history
CRM SALESFORCE INC4.0K shares-7.86%2025-09-302025-10-16history
GS GOLDMAN SACHS GROUP INC1.2K shares-18.17%2025-09-302025-10-16history
Sponsored
CCJ CAMECO CORP10.9K shares-4.84%2025-09-302025-10-16history
VTV VANGUARD INDEX FDS4.9K shares-10.43%2025-09-302025-10-16history
KRE SPDR SERIES TRUST14.3K shares20.39%2025-09-302025-10-16history
UNP UNION PAC CORP3.8K shares16.47%2025-09-302025-10-16history
AXP AMERICAN EXPRESS CO2.6K sharesnew addition2025-09-302025-10-16history
SYK STRYKER CORPORATION2.3K shares25.61%2025-09-302025-10-16history
MTCH MATCH GROUP INC NEW22.9K shares26.69%2025-09-302025-10-16history
FCX FREEPORT-MCMORAN INC20.4K shares85.63%2025-09-302025-10-16history
Sponsored
ENB ENBRIDGE INC15.8K shares201.01%2025-09-302025-10-16history
ETR ENTERGY CORP NEW8.3K shares-17.98%2025-09-302025-10-16history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares27.81%2025-09-302025-10-16history
TOL TOLL BROTHERS INC5.4K sharesnew addition2025-09-302025-10-16history
EWJ ISHARES INC9.1K shares-2.91%2025-09-302025-10-16history
TSLA TESLA INC1.6K shares14.55%2025-09-302025-10-16history
VMC VULCAN MATLS CO2.3K shares16.22%2025-09-302025-10-16history
RSPD INVESCO EXCHANGE TRADED FD T12.1K shares-3.23%2025-09-302025-10-16history
Sponsored
XBI SPDR SERIES TRUST6.7K sharesnew addition2025-09-302025-10-16history
TM TOYOTA MOTOR CORP3.4K sharesnew addition2025-09-302025-10-16history
WMT WALMART INC6.3K shares34.54%2025-09-302025-10-16history
BUG GLOBAL X FDS18.2K sharesnew addition2025-09-302025-10-16history
META META PLATFORMS INC822 shares63.10%2025-09-302025-10-16history
EMLP FIRST TR EXCHANGE-TRADED FD15.7K shares-2.48%2025-09-302025-10-16history
PEG PUBLIC SVC ENTERPRISE GRP IN6.4K shares2.44%2025-09-302025-10-16history
CNQ CANADIAN NAT RES LTD16.5K sharesnew addition2025-09-302025-10-16history
Sponsored
SPYG SPDR SERIES TRUST4.8K shares10.09%2025-09-302025-10-16history
NEU NEWMARKET CORP561 shares0.00%2025-09-302025-10-16history
IVV ISHARES TR642 shares29.18%2025-09-302025-10-16history
DGRO ISHARES TR6.2K shares0.88%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS636 shares38.56%2025-09-302025-10-16history
GLD SPDR GOLD TR1.1K shares-0.55%2025-09-302025-10-16history
GBIL GOLDMAN SACHS ETF TR3.7K shares-1.99%2025-09-302025-10-16history
BRK.B BERKSHIRE HATHAWAY INC DEL653 shares12.98%2025-09-302025-10-16history
Sponsored
ALB ALBEMARLE CORP4.0K shares-33.28%2025-09-302025-10-16history
UBER UBER TECHNOLOGIES INC3.2K shares0.19%2025-09-302025-10-16history
AMGN AMGEN INC1.1K shares0.72%2025-09-302025-10-16history
VBK VANGUARD INDEX FDS1.1K shares-12.94%2025-09-302025-10-16history
SPYM SPDR SERIES TRUST3.9K shares0.00%2025-09-302025-10-16history
SYY SYSCO CORP3.6K shares2.84%2025-09-302025-10-16history
CVX CHEVRON CORP NEW1.9K shares-31.60%2025-09-302025-10-16history
SPDW SPDR INDEX SHS FDS6.8K shares13.91%2025-09-302025-10-16history
Sponsored
VTI VANGUARD INDEX FDS861 sharesnew addition2025-09-302025-10-16history
IPAC ISHARES TR3.8K shares-18.92%2025-09-302025-10-16history
GE GE AEROSPACE917 shares5.89%2025-09-302025-10-16history
IEMG ISHARES INC4.1K shares-16.56%2025-09-302025-10-16history
VBR VANGUARD INDEX FDS1.3K shares-9.89%2025-09-302025-10-16history
AEP AMERICAN ELEC PWR CO INC2.3K shares0.00%2025-09-302025-10-16history
T AT&T INC8.9K shares3.52%2025-09-302025-10-16history
SCHV SCHWAB STRATEGIC TR8.5K shares0.00%2025-09-302025-10-16history
Sponsored
JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-10-16history
PG PROCTER AND GAMBLE CO1.6K shares2.58%2025-09-302025-10-16history
MPLX MPLX LP4.7K shares0.00%2025-09-302025-10-16history
SHEL SHELL PLC3.2K shares0.00%2025-09-302025-10-16history
SO SOUTHERN CO2.4K shares-7.09%2025-09-302025-10-16history
PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-10-16history
ESTA ESTABLISHMENT LABS HLDGS INC5.4K sharesnew addition2025-09-302025-10-16history
IEUR ISHARES TR3.2K shares-17.43%2025-09-302025-10-16history
Sponsored
NFLX NETFLIX INC181 sharesnew addition2025-09-302025-10-16history
SILA SILA REALTY TRUST INC8.5K sharesnew addition2025-09-302025-10-16history
VZ VERIZON COMMUNICATIONS INC4.6K shares-1.78%2025-09-302025-10-16history
VFF VILLAGE FARMS INTL INC46.0K sharesnew addition2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available