BRIAN LOW FINANCIAL GROUP, LLC
117 holdingsFiling period: 2026-03-31Current AUM: $168.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SWP | SWP GROWTH & INCOME ETF | 708.6K | $18.8M | $20.1M | 11.92% | +50.9K | 2026-03-31 |
| 2 | XOM | EXXON MOBIL CORP COM | 48.0K | $8.2M | $7.5M | 4.43% | -898 | 2026-03-31 |
| 3 | XOM | EXXON MOBIL CORP COM | 48.0K | $8.2M | $7.5M | 4.43% | -898 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP COM | 14.9K | $5.5M | $6.9M | 4.11% | +3.6K | 2026-03-31 |
| 5 | AAPL | APPLE INC COM | 20.6K | $5.2M | $6.4M | 3.78% | +1.8K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 12.6K | $3.6M | $4.5M | 2.66% | +1.4K | 2026-03-31 |
| 7 | EFA | ISHARES MSCI EAFE ETF | 35.1K | $3.4M | $3.7M | 2.20% | +2.4K | 2026-03-31 |
| 8 | AVGO | BROADCOM INC COM | 9.7K | $3.0M | $3.8M | 2.23% | +712 | 2026-03-31 |
| 9 | MBB | ISHARES MBS ETF | 31.2K | $3.0M | $2.9M | 1.72% | -15 | 2026-03-31 |
| 10 | SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 79.9K | $2.4M | $2.4M | 1.42% | +182 | 2026-03-31 |
| 11 | IBM | INTERNATIONAL BUSINESS MACHS COM | 9.8K | $2.4M | $2.2M | 1.30% | +773 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION COM | 12.9K | $2.3M | $2.6M | 1.54% | +3.6K | 2026-03-31 |
| 13 | PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 99.1K | $2.2M | $2.3M | 1.37% | +7.0K | 2026-03-31 |
| 14 | PLD | PROLOGIS INC. COM | 15.8K | $2.1M | $2.3M | 1.36% | +1.5K | 2026-03-31 |
| 15 | STM | STMICROELECTRONICS N V NY REGISTRY | 58.2K | $2.0M | $3.0M | 1.81% | +25.9K | 2026-03-31 |
| 16 | ORCL | ORACLE CORP COM | 13.6K | $2.0M | $1.8M | 1.05% | +1.2K | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO COM | 6.7K | $2.0M | $2.4M | 1.41% | -4,267 | 2026-03-31 |
| 18 | RTX | RTX CORPORATION COM | 9.9K | $1.9M | $2.1M | 1.27% | +862 | 2026-03-31 |
| 19 | META | META PLATFORMS INC CL A | 3.3K | $1.9M | $1.9M | 1.10% | +160 | 2026-03-31 |
| 20 | LLY | ELI LILLY & CO COM | 2.0K | $1.9M | $2.3M | 1.38% | +99 | 2026-03-31 |
| 21 | PM | PHILIP MORRIS INTL INC COM | 11.2K | $1.8M | $2.1M | 1.27% | +1.3K | 2026-03-31 |
| 22 | — | ASTRAZENECA PLC ORD | 9.2K | $1.8M | $1.8M | 1.07% | -- | 2026-03-31 |
| 23 | IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | 14.6K | $1.7M | $1.7M | 1.01% | +30 | 2026-03-31 |
| 24 | BX | BLACKSTONE INC COM | 14.5K | $1.7M | $1.9M | 1.10% | +5.7K | 2026-03-31 |
| 25 | ABBV | ABBVIE INC COM | 7.7K | $1.7M | $1.9M | 1.14% | +631 | 2026-03-31 |
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