BRIAN LOW FINANCIAL GROUP, LLC
117 holdingsFiling period: 2026-06-30Current AUM: $181.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 771.6K | $21.5M | $21.6M | 11.89% | +63.0K | 2026-06-30 |
| 2 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 47.3K | $6.5M | $8.0M | 4.41% | -- | 2026-06-30 |
| 3 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 47.3K | $6.5M | $8.0M | 4.41% | -- | 2026-06-30 |
| 4 | AAPL | APPLE INC COM | 22.2K | $6.4M | $7.4M | 4.06% | +1.6K | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP COM | 16.9K | $6.3M | $8.4M | 4.62% | +2.0K | 2026-06-30 |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 12.3K | $4.4M | $4.2M | 2.33% | -323 | 2026-06-30 |
| 7 | AVGO | BROADCOM INC COM | 10.9K | $4.1M | $3.7M | 2.04% | +1.3K | 2026-06-30 |
| 8 | EFA | ISHARES MSCI EAFE ETF | 37.3K | $3.9M | $3.9M | 2.16% | +2.2K | 2026-06-30 |
| 9 | MBB | ISHARES MBS ETF | 34.7K | $3.3M | $3.2M | 1.74% | +3.5K | 2026-06-30 |
| 10 | IBM | INTERNATIONAL BUSINESS MACHS COM | 11.6K | $3.3M | $2.9M | 1.59% | +1.9K | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO COM | 2.6K | $3.1M | $2.9M | 1.61% | +550 | 2026-06-30 |
| 12 | META | META PLATFORMS INC CL A | 5.3K | $3.0M | $3.6M | 1.96% | +2.0K | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION COM | 14.5K | $2.9M | $3.1M | 1.70% | +1.6K | 2026-06-30 |
| 14 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 89.3K | $2.7M | $2.6M | 1.46% | +9.4K | 2026-06-30 |
| 15 | JPM | JPMORGAN CHASE & CO COM | 7.8K | $2.6M | $2.8M | 1.52% | +1.1K | 2026-06-30 |
| 16 | PLD | PROLOGIS INC. COM | 18.4K | $2.5M | $2.5M | 1.37% | +2.5K | 2026-06-30 |
| 17 | ORCL | ORACLE CORP COM | 16.8K | $2.5M | $2.4M | 1.30% | +3.1K | 2026-06-30 |
| 18 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 108.7K | $2.4M | $2.4M | 1.34% | +9.6K | 2026-06-30 |
| 19 | PM | PHILIP MORRIS INTL INC COM | 13.1K | $2.4M | $2.6M | 1.40% | +2.0K | 2026-06-30 |
| 20 | WMT | WALMART INC COM | 20.4K | $2.3M | $2.2M | 1.21% | +13.0K | 2026-06-30 |
| 21 | URI | UNITED RENTALS INC COM | 2.0K | $2.3M | $2.0M | 1.10% | +415 | 2026-06-30 |
| 22 | ABBV | ABBVIE INC COM | 8.8K | $2.2M | $2.3M | 1.27% | +1.1K | 2026-06-30 |
| 23 | RTX | RTX CORPORATION COM | 10.7K | $2.0M | $2.1M | 1.15% | +801 | 2026-06-30 |
| 24 | — | ASTRAZENECA PLC ORD | 10.7K | $2.0M | $2.0M | 1.12% | +1.6K | 2026-06-30 |
| 25 | C | CITIGROUP INC COM NEW | 14.5K | $2.0M | $2.0M | 1.08% | +1.1K | 2026-06-30 |
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