Brian Low Financial Group, LLC Top Holdings and 13F Report (2025) About Brian Low Financial Group, LLCInvestment ActivityBrian Low Financial Group, LLC has $106.81 million in total holdings as of June 30, 2025.Brian Low Financial Group, LLC owns shares of 100 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Largest Holdings MANAGER DIRECTED PORTFOLIOS $15,909,268Microsoft $4,989,666Exxon Mobil $4,945,021Apple $3,520,013iShares MBS ETF $3,128,736 Sector AllocationMap of 500 Largest Holdings ofBrian Low Financial Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorMANAGER DIRECTED PORTFOLIOS$15,909,268610,48614.9%SWP GROWTH & INCMSFTMicrosoft$4,989,66610,0314.7%Computer and TechnologyXOMExxon Mobil$4,945,02145,8724.6%EnergyAAPLApple$3,520,01317,1573.3%Computer and TechnologyMBBiShares MBS ETF$3,128,73633,3232.9%ETFEFAiShares MSCI EAFE ETF$3,031,18533,9102.8%FinanceJPMJPMorgan Chase & Co.$2,677,4159,2352.5%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,541,50484,1842.4%ETFAVGOBroadcom$2,062,4297,4821.9%Computer and TechnologyNVDANVIDIA$1,960,82712,4111.8%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$1,955,09995,3711.8%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$1,819,05115,2751.7%ETFORCLOracle$1,714,0597,8401.6%Computer and TechnologyGOOGLAlphabet$1,711,7349,7131.6%Computer and TechnologyLLYEli Lilly and Company$1,502,9341,9281.4%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,472,84713,4371.4%FinanceIBMInternational Business Machines$1,435,5634,8701.3%Computer and TechnologyCRMSalesforce$1,193,8374,3781.1%Computer and TechnologyPMPhilip Morris International$1,148,6946,3071.1%Consumer StaplesSHViShares Short Treasury Bond ETF$1,129,26710,2271.1%ETFVUGVanguard Growth ETF$1,096,9632,5021.0%ETFIGViShares Expanded Tech-Software Sector ETF$1,042,0029,5161.0%ETFGSThe Goldman Sachs Group$1,036,1621,4641.0%FinanceKMIKinder Morgan$985,40033,5170.9%EnergyAMZNAmazon.com$970,3624,4230.9%Retail/WholesaleVTVVanguard Value ETF$964,0545,4550.9%ETFAZNAstraZeneca$962,03813,7670.9%MedicalDLRDigital Realty Trust$938,5935,3840.9%FinanceHDHome Depot$936,3622,5540.9%Retail/WholesaleABBVAbbVie$927,3794,9960.9%MedicalRTXRTX$926,5146,3450.9%AerospaceBXBlackstone$911,9896,0970.9%FinanceBLACKROCK INC$889,8068480.8%COMAITApplied Industrial Technologies$881,4503,7920.8%IndustrialsETNEaton$870,3422,4380.8%IndustrialsSMHVanEck Semiconductor ETF$863,6913,0970.8%ManufacturingEMREmerson Electric$858,5446,4390.8%IndustrialsCCJCameco$849,93411,4500.8%Basic MaterialsETREntergy$841,67310,1260.8%UtilitiesIWMiShares Russell 2000 ETF$838,6943,8870.8%FinanceCCitigroup$830,2679,7540.8%Financial ServicesMDTMedtronic$828,2029,5010.8%MedicalDKSDICK'S Sporting Goods$824,4724,1680.8%Retail/WholesaleBKRBaker Hughes$812,19521,1840.8%EnergyNEENextEra Energy$808,42011,6450.8%UtilitiesDUKDuke Energy$798,7716,7690.7%UtilitiesCORCencora$794,9022,6510.7%MedicalPLDPrologis$793,2647,5460.7%FinanceSPYSPDR S&P 500 ETF Trust$784,6701,2700.7%FinanceUNPUnion Pacific$748,6983,2540.7%TransportationPNCThe PNC Financial Services Group$732,6313,9300.7%FinanceVVisa$730,6292,0580.7%Business ServicesTJXTJX Companies$727,6035,8920.7%Retail/WholesaleSYKStryker$710,5511,7960.7%MedicalKRESPDR S&P Regional Banking ETF$705,61311,8810.7%ETFEWJiShares MSCI Japan ETF$702,4439,3700.7%ETFTGTTarget$696,6067,0610.7%Retail/WholesaleRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$666,90712,5330.6%ETFROPRoper Technologies$651,2991,1490.6%Computer and TechnologyIYTiShares U.S. Transportation ETF$610,9168,9130.6%ETFEMLPFirst Trust North American Energy Infrastructure Fund$604,51116,1160.6%ETFMTCHMatch Group$557,31718,0420.5%Computer and TechnologyPEGPublic Service Enterprise Group$525,0316,2370.5%UtilitiesVMCVulcan Materials$517,7281,9850.5%ConstructionTSMTaiwan Semiconductor Manufacturing$478,8002,1140.4%Computer and TechnologyFCXFreeport-McMoRan$476,54710,9930.4%Basic MaterialsWMTWalmart$456,3494,6670.4%Retail/WholesaleTSLATesla$449,8071,4160.4%Auto/Tires/TrucksSPYGSPDR Portfolio S&P 500 Growth ETF$417,5494,3800.4%ETFCVXChevron$395,5852,7630.4%EnergyDGROiShares Core Dividend Growth ETF$392,8526,1440.4%ETFNEUNewMarket$387,5725610.4%Basic MaterialsGBILGoldman Sachs Access Treasury 0-1 Year ETF$377,7663,7720.4%ETFALBAlbemarle$376,6476,0100.4%Basic MaterialsMETAMeta Platforms$372,1695040.3%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$335,9341,2130.3%ETFGLDSPDR Gold Shares$331,0451,0860.3%FinanceIPACiShares Core MSCI Pacific ETF$324,5534,7240.3%ETFAMGNAmgen$309,6111,1090.3%MedicalIVViShares Core S&P 500 ETF$308,5874970.3%ETFUBERUber Technologies$299,9603,2150.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$294,2674,9020.3%ETFBRK.BBerkshire Hathaway$280,7755780.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$280,5113,8590.3%ETFVBRVanguard Small-Cap Value ETF$274,2561,4060.3%ETFSYYSysco$266,3783,5170.2%Consumer StaplesVOOVanguard S&P 500 ETF$260,7264590.2%ETFIEURiShares Core MSCI Europe ETF$259,4053,9180.2%ETFTAT&T$247,4268,5500.2%Computer and TechnologyPGProcter & Gamble$246,8061,5490.2%Consumer StaplesMPLXMPLX$243,5394,7280.2%EnergySPDWSPDR Portfolio Developed World ex-US ETF$241,6155,9670.2%ETFSOSouthern$239,5632,6090.2%UtilitiesAEPAmerican Electric Power$239,1672,3050.2%UtilitiesENBEnbridge$238,5645,2640.2%EnergySCHVSchwab U.S. Large-Cap Value ETF$236,0358,5300.2%ETFSHELShell$227,4243,2300.2%EnergyGEGE Aerospace$222,9018660.2%AerospaceOKEONEOK$209,7072,5690.2%EnergyVZVerizon Communications$204,4514,7250.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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