The Analysis of BRIAN LOW FINANCIAL GROUP, LLC's Holdings
Currently, BRIAN LOW FINANCIAL GROUP, LLC holds 116 types of securities in its portfolio with a total value $141.1M. In the most recent quarter, they have increased their positions in META (+2.3K shares, valued at $1.5M), ORCL (+5.5K shares, valued at $1.1M), SWP (+33.2K shares, valued at $922.4K); decreased their positions in HD (-2.2K shares, valued at $757.8K), CRM (-2.7K shares, valued at $722.4K), NVDA (-3.3K shares, valued at $609.3K); initiated new positions in DRI (+4.9K shares, valued at $905.6K), SIMO (+9.4K shares, valued at $871.7K), SMG (+14.9K shares, valued at $870.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SWP MANAGER DIRECTED PORTFOLIOS657.7K shares5.32%2025-12-312026-02-13
XOM EXXON MOBIL CORP48.9K shares-0.26%2025-12-312026-02-13 MSFT MICROSOFT CORP11.3K shares-3.03%2025-12-312026-02-13 AAPL APPLE INC18.8K shares-5.36%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO.11.0K shares7.38%2025-12-312026-02-13 ALPHABET INC ALPHABET INC11.2K shares-9.65%2025-12-312026-02-13 EFA ISHARES TR32.7K shares-0.24%2025-12-312026-02-13 BROADCOM INC BROADCOM INC8.9K shares-2.61%2025-12-312026-02-13 MBB ISHARES TR31.2K shares-1.68%2025-12-312026-02-13 IBM INTERNATIONAL BUSINESS MACHS9.0K shares13.76%2025-12-312026-02-13 ORCL ORACLE CORP12.4K shares80.46%2025-12-312026-02-13 SPSB SPDR SERIES TRUST79.8K shares-1.55%2025-12-312026-02-13 META META PLATFORMS INC3.2K shares285.52%2025-12-312026-02-13 LLY ELI LILLY & CO1.9K shares-9.62%2025-12-312026-02-13 PID INVESCO EXCHANGE TRADED FD T92.1K shares1.28%2025-12-312026-02-13 JEF JEFFERIES FINL GROUP INC29.8K shares43.35%2025-12-312026-02-13 PLD PROLOGIS INC.14.3K shares52.77%2025-12-312026-02-13 NVDA NVIDIA CORPORATION9.4K shares-25.89%2025-12-312026-02-13 IEI ISHARES TR14.6K shares-0.78%2025-12-312026-02-13 RTX RTX CORPORATION9.1K shares15.65%2025-12-312026-02-13 ABBV ABBVIE INC7.0K shares8.54%2025-12-312026-02-13 FLS FLOWSERVE CORP23.0K shares21.59%2025-12-312026-02-13 PM PHILIP MORRIS INTL INC9.9K shares16.97%2025-12-312026-02-13 AZN ASTRAZENECA PLC16.9K shares-4.72%2025-12-312026-02-13 CENCORA INC CENCORA INC4.3K shares19.53%2025-12-312026-02-13 MEDTRONIC PLC MEDTRONIC PLC14.9K shares18.42%2025-12-312026-02-13 AIT APPLIED INDL TECHNOLOGIES IN5.6K shares16.45%2025-12-312026-02-13 TJX TJX COS INC NEW9.1K shares22.77%2025-12-312026-02-13 LQD ISHARES TR12.5K shares-2.11%2025-12-312026-02-13 TOL TOLL BROTHERS INC10.0K shares87.28%2025-12-312026-02-13 PNC PNC FINL SVCS GROUP INC6.1K shares-5.61%2025-12-312026-02-13 EMR EMERSON ELEC CO9.5K shares18.69%2025-12-312026-02-13 IWM ISHARES TR5.1K shares9.78%2025-12-312026-02-13 CCJ CAMECO CORP13.6K shares25.09%2025-12-312026-02-13 FCX FREEPORT-MCMORAN INC24.3K shares18.91%2025-12-312026-02-13 GS GOLDMAN SACHS GROUP INC1.4K shares16.36%2025-12-312026-02-13 NEE NEXTERA ENERGY INC15.1K shares18.25%2025-12-312026-02-13 BKR BAKER HUGHES COMPANY24.6K shares16.88%2025-12-312026-02-13 SHV ISHARES TR9.8K shares-0.60%2025-12-312026-02-13 AXP AMERICAN EXPRESS CO2.8K shares8.20%2025-12-312026-02-13 VUG VANGUARD INDEX FDS2.1K shares-8.71%2025-12-312026-02-13 UNP UNION PAC CORP4.4K shares16.02%2025-12-312026-02-13 AMZN AMAZON COM INC4.3K shares-1.03%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K shares19.50%2025-12-312026-02-13 SPY SPDR S&P 500 ETF TR1.4K shares-6.84%2025-12-312026-02-13 ENB ENBRIDGE INC20.2K shares27.46%2025-12-312026-02-13 DRI DARDEN RESTAURANTS INC4.9K sharesnew addition2025-12-312026-02-13 SIMO SILICON MOTION TECHNOLOGY CO9.4K sharesnew addition2025-12-312026-02-13 SMG SCOTTS MIRACLE-GRO CO14.9K sharesnew addition2025-12-312026-02-13 SMH VANECK ETF TRUST2.4K shares-21.50%2025-12-312026-02-13 TM TOYOTA MOTOR CORP4.0K shares16.75%2025-12-312026-02-13 VTV VANGUARD INDEX FDS4.4K shares-9.03%2025-12-312026-02-13 DKS DICKS SPORTING GOODS INC4.3K shares-18.53%2025-12-312026-02-13 STM STMICROELECTRONICS N V32.3K sharesnew addition2025-12-312026-02-13 CNQ CANADIAN NAT RES LTD24.7K shares49.53%2025-12-312026-02-13 WMT WALMART INC7.4K shares17.66%2025-12-312026-02-13 UPS UNITED PARCEL SERVICE INC8.3K sharesnew addition2025-12-312026-02-13 NKE NIKE INC12.7K sharesnew addition2025-12-312026-02-13 XBI SPDR SERIES TRUST6.6K shares-1.35%2025-12-312026-02-13 ETR ENTERGY CORP NEW8.3K shares0.00%2025-12-312026-02-13 DLR DIGITAL RLTY TR INC4.9K shares-26.91%2025-12-312026-02-13 URI UNITED RENTALS INC901 sharesnew addition2025-12-312026-02-13 EWJ ISHARES INC8.9K shares-2.68%2025-12-312026-02-13 BUG GLOBAL X FDS21.8K shares19.87%2025-12-312026-02-13 KTB KONTOOR BRANDS INC10.8K sharesnew addition2025-12-312026-02-13 ITB ISHARES TR6.6K sharesnew addition2025-12-312026-02-13 TSLA TESLA INC1.3K shares-18.50%2025-12-312026-02-13 EMLP FIRST TR EXCHANGE-TRADED FD15.5K shares-1.69%2025-12-312026-02-13 ALB ALBEMARLE CORP4.0K shares0.00%2025-12-312026-02-13 GLD SPDR GOLD TR1.3K shares24.54%2025-12-312026-02-13 URA GLOBAL X FDS11.6K sharesnew addition2025-12-312026-02-13 DGRO ISHARES TR6.3K shares1.02%2025-12-312026-02-13 SPYG SPDR SERIES TRUST3.9K shares-18.77%2025-12-312026-02-13 NEU NEWMARKET CORP561 shares0.00%2025-12-312026-02-13 PEG PUBLIC SVC ENTERPRISE GRP IN4.8K shares-25.20%2025-12-312026-02-13 AMGN AMGEN INC1.1K shares0.72%2025-12-312026-02-13 SPDW SPDR INDEX SHS FDS8.3K shares21.52%2025-12-312026-02-13 CRM SALESFORCE INC1.3K shares-67.60%2025-12-312026-02-13 IVV ISHARES TR471 shares-26.64%2025-12-312026-02-13 SPYM SPDR SERIES TRUST3.8K shares-0.39%2025-12-312026-02-13 ESTA ESTABLISHMENT LABS HLDGS INC4.2K shares-23.24%2025-12-312026-02-13 UBER UBER TECHNOLOGIES INC3.6K shares12.17%2025-12-312026-02-13 VBK VANGUARD INDEX FDS956 shares-9.47%2025-12-312026-02-13 HD HOME DEPOT INC832 shares-72.58%2025-12-312026-02-13 CVX CHEVRON CORP NEW1.8K shares-2.28%2025-12-312026-02-13 SHEL SHELL PLC3.8K shares18.58%2025-12-312026-02-13 SYY SYSCO CORP3.6K shares0.00%2025-12-312026-02-13 AEP AMERICAN ELEC PWR CO INC2.3K shares0.00%2025-12-312026-02-13 GE AEROSPACE GE AEROSPACE862 shares-6.00%2025-12-312026-02-13 PLTR PALANTIR TECHNOLOGIES INC1.5K shares17.56%2025-12-312026-02-13 SCHV SCHWAB STRATEGIC TR8.5K shares0.00%2025-12-312026-02-13 MPLX MPLX LP4.7K shares0.00%2025-12-312026-02-13 GLDM WORLD GOLD TR2.9K sharesnew addition2025-12-312026-02-13 IEMG ISHARES INC3.7K shares-9.71%2025-12-312026-02-13 IPAC ISHARES TR3.4K shares-11.98%2025-12-312026-02-13 JNJ JOHNSON & JOHNSON1.2K shares-10.25%2025-12-312026-02-13 TRV TRAVELERS COMPANIES INC840 sharesnew addition2025-12-312026-02-13 VRTX VERTEX PHARMACEUTICALS INC523 sharesnew addition2025-12-312026-02-13 VBR VANGUARD INDEX FDS1.1K shares-13.50%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO1.6K shares-2.45%2025-12-312026-02-13 EMXC ISHARES INC3.1K sharesnew addition2025-12-312026-02-13 T AT&T INC8.8K shares-0.51%2025-12-312026-02-13 SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-12-312026-02-13 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-02-13 SO SOUTHERN CO2.4K shares0.04%2025-12-312026-02-13 NFLX NETFLIX INC2.2K shares1137.57%2025-12-312026-02-13 ESGV VANGUARD WORLD FD1.7K sharesnew addition2025-12-312026-02-13 IEUR ISHARES TR2.9K shares-11.13%2025-12-312026-02-13 VFF VILLAGE FARMS INTL INC46.0K shares0.00%2025-12-312026-02-13 PSEC PROSPECT CAP CORP10.0K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available