Brian Low Financial Group, LLC Top Holdings and 13F Report (2025) About Brian Low Financial Group, LLCInvestment ActivityBrian Low Financial Group, LLC has $128.87 million in total holdings as of September 30, 2025.Brian Low Financial Group, LLC owns shares of 108 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 16.30% of the portfolio was purchased this quarter.About 5.58% of the portfolio was sold this quarter.This quarter, Brian Low Financial Group, LLC has purchased 100 new stocks and bought additional shares in 56 stocks.Brian Low Financial Group, LLC sold shares of 31 stocks and completely divested from 7 stocks this quarter.Largest Holdings MANAGER DIRECTED PORTFOLIOS $17,284,267Microsoft $6,041,629Exxon Mobil $5,532,372Apple $5,056,662JPMorgan Chase & Co. $3,236,052 Largest New Holdings this Quarter 47233W109 - Jefferies Financial Group $1,358,315 Holding34354P105 - Flowserve $1,006,578 Holding025816109 - American Express $862,287 Holding889478103 - Toll Brothers $739,463 Holding78464A870 - SPDR S&P Biotech ETF $667,733 Holding Largest Purchases this Quarter Jefferies Financial Group 20,763 shares (about $1.36M)Flowserve 18,942 shares (about $1.01M)American Express 2,596 shares (about $862.29K)International Business Machines 3,030 shares (about $854.96K)Microsoft 1,634 shares (about $846.29K) Largest Sales this Quarter Oracle 952 shares (about $267.75K)The Goldman Sachs Group 266 shares (about $211.84K)Entergy 1,821 shares (about $169.70K)Albemarle 2,000 shares (about $162.16K)iShares MBS ETF 1,604 shares (about $152.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrian Low Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMANAGER DIRECTED PORTFOLIOS$17,284,267$386,999 ▲2.3%624,46813.4%SWP GROWTH & INCMSFTMicrosoft$6,041,629$846,294 ▲16.3%11,6654.7%Computer and TechnologyXOMExxon Mobil$5,532,372$360,346 ▲7.0%49,0684.3%EnergyAAPLApple$5,056,662$688,005 ▲15.7%19,8593.9%Computer and TechnologyJPMJPMorgan Chase & Co.$3,236,052$323,006 ▲11.1%10,2592.5%FinanceEFAiShares MSCI EAFE ETF$3,063,438$102,706 ▼-3.2%32,8102.4%FinanceAVGOBroadcom$3,029,598$561,183 ▲22.7%9,1832.4%Computer and TechnologyMBBiShares MBS ETF$3,018,033$152,619 ▼-4.8%31,7192.3%ETFGOOGLAlphabet$3,012,775$651,516 ▲27.6%12,3932.3%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$2,454,002$95,928 ▼-3.8%81,0171.9%ETFNVDANVIDIA$2,354,657$38,996 ▲1.7%12,6201.8%Computer and TechnologyIBMInternational Business Machines$2,229,097$854,957 ▲62.2%7,9001.7%Computer and TechnologyORCLOracle$1,937,238$267,748 ▼-12.1%6,8881.5%Computer and TechnologyPIDInvesco International Dividend Achievers ETF$1,933,858$94,427 ▼-4.7%90,9311.5%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$1,753,588$71,946 ▼-3.9%14,6731.4%ETFLLYEli Lilly and Company$1,625,190$154,126 ▲10.5%2,1301.3%MedicalABBVAbbVie$1,497,325$340,585 ▲29.4%6,4671.2%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,425,564$72,231 ▼-4.8%12,7891.1%FinancePMPhilip Morris International$1,375,132$352,136 ▲34.4%8,4781.1%Consumer StaplesAZNAstraZeneca$1,360,246$304,041 ▲28.8%17,7301.1%MedicalJEFJefferies Financial Group$1,358,315$1,358,315 ▲New Holding20,7631.1%FinanceRTXRTX$1,309,729$247,990 ▲23.4%7,8271.0%AerospacePNCThe PNC Financial Services Group$1,290,203$500,529 ▲63.4%6,4211.0%FinanceBXBlackstone$1,287,355$245,682 ▲23.6%7,5351.0%FinanceBLACKROCK INC$1,282,504$293,810 ▲29.7%1,1001.0%COMAITApplied Industrial Technologies$1,250,430$260,528 ▲26.3%4,7901.0%IndustrialsCCitigroup$1,245,442$255,382 ▲25.8%12,2701.0%Financial ServicesHDHome Depot$1,229,515$194,518 ▲18.8%3,0341.0%Retail/WholesaleMDTMedtronic$1,200,310$295,435 ▲32.6%12,6030.9%MedicalDKSDICK'S Sporting Goods$1,167,766$241,553 ▲26.1%5,2550.9%Retail/WholesaleDLRDigital Realty Trust$1,162,618$231,832 ▲24.9%6,7250.9%FinanceCORCencora$1,126,358$297,841 ▲35.9%3,6040.9%MedicalIWMiShares Russell 2000 ETF$1,123,153$182,676 ▲19.4%4,6420.9%FinanceVUGVanguard Growth ETF$1,111,872$88,259 ▼-7.4%2,3180.9%ETFSHViShares Short Treasury Bond ETF$1,090,434$39,556 ▼-3.5%9,8690.8%ETFPLDPrologis$1,074,601$210,477 ▲24.4%9,3840.8%FinanceTJXTJX Companies$1,074,221$222,592 ▲26.1%7,4320.8%Retail/WholesaleETNEaton$1,072,226$159,805 ▲17.5%2,8650.8%IndustrialsEMREmerson Electric$1,050,472$205,818 ▲24.4%8,0080.8%IndustrialsBKRBaker Hughes$1,025,288$6,772 ▼-0.7%21,0450.8%EnergySPYSPDR S&P 500 ETF Trust$1,023,252$177,204 ▲20.9%1,5360.8%FinanceDUKDuke Energy$1,015,552$177,839 ▲21.2%8,2060.8%UtilitiesFLSFlowserve$1,006,578$1,006,578 ▲New Holding18,9420.8%IndustrialsSMHVanEck Semiconductor ETF$994,093$16,644 ▼-1.6%3,0460.8%ManufacturingNEENextEra Energy$964,136$85,075 ▲9.7%12,7720.7%UtilitiesAMZNAmazon.com$961,058$10,100 ▼-1.0%4,3770.7%Retail/WholesaleCRMSalesforce$956,064$81,529 ▼-7.9%4,0340.7%Computer and TechnologyGSThe Goldman Sachs Group$954,057$211,836 ▼-18.2%1,1980.7%FinanceCCJCameco$913,739$46,458 ▼-4.8%10,8960.7%Basic MaterialsVTVVanguard Value ETF$911,180$106,112 ▼-10.4%4,8860.7%ETFKRESPDR S&P Regional Banking ETF$905,443$153,376 ▲20.4%14,3040.7%ETFUNPUnion Pacific$895,878$126,699 ▲16.5%3,7900.7%TransportationAXPAmerican Express$862,287$862,287 ▲New Holding2,5960.7%FinanceSYKStryker$833,976$170,048 ▲25.6%2,2560.6%MedicalMTCHMatch Group$807,345$170,101 ▲26.7%22,8580.6%Computer and TechnologyFCXFreeport-McMoRan$800,330$369,181 ▲85.6%20,4060.6%Basic MaterialsENBEnbridge$799,539$533,917 ▲201.0%15,8450.6%EnergyETREntergy$773,943$169,699 ▼-18.0%8,3050.6%UtilitiesTSMTaiwan Semiconductor Manufacturing$754,642$164,223 ▲27.8%2,7020.6%Computer and TechnologyTOLToll Brothers$739,463$739,463 ▲New Holding5,3530.6%ConstructionEWJiShares MSCI Japan ETF$729,642$21,896 ▼-2.9%9,0970.6%ETFTSLATesla$721,336$91,612 ▲14.5%1,6220.6%Auto/Tires/TrucksVMCVulcan Materials$709,679$99,054 ▲16.2%2,3070.6%ConstructionRSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF$699,763$23,368 ▼-3.2%12,1280.5%ETFXBISPDR S&P Biotech ETF$667,733$667,733 ▲New Holding6,6640.5%ETFTMToyota Motor$649,133$649,133 ▲New Holding3,3970.5%Auto/Tires/TrucksWMTWalmart$647,112$166,132 ▲34.5%6,2790.5%Retail/WholesaleBUGGlobal X Cybersecurity ETF$639,402$639,402 ▲New Holding18,1700.5%ManufacturingMETAMeta Platforms$603,867$233,613 ▲63.1%8220.5%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$601,766$15,316 ▼-2.5%15,7160.5%ETFPEGPublic Service Enterprise Group$533,226$12,686 ▲2.4%6,3890.4%UtilitiesCNQCanadian Natural Resources$527,340$527,340 ▲New Holding16,5000.4%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$503,895$46,189 ▲10.1%4,8220.4%ETFNEUNewMarket$464,6260.0%5610.4%Basic MaterialsIVViShares Core S&P 500 ETF$429,691$97,049 ▲29.2%6420.3%ETFDGROiShares Core Dividend Growth ETF$421,964$3,676 ▲0.9%6,1980.3%ETFVOOVanguard S&P 500 ETF$389,545$108,411 ▲38.6%6360.3%ETFGLDSPDR Gold Shares$383,908$2,133 ▼-0.6%1,0800.3%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$370,550$7,517 ▼-2.0%3,6970.3%ETFBRK.BBerkshire Hathaway$328,289$37,705 ▲13.0%6530.3%FinanceALBAlbemarle$325,131$162,160 ▼-33.3%4,0100.3%Basic MaterialsUBERUber Technologies$315,561$588 ▲0.2%3,2210.2%Computer and TechnologyAMGNAmgen$315,276$2,258 ▲0.7%1,1170.2%MedicalVBKVanguard Small-Cap Growth ETF$314,296$46,728 ▼-12.9%1,0560.2%ETFSPLGSPDR Portfolio S&P 500 ETF$302,3140.0%3,8590.2%ETFSYYSysco$297,824$8,234 ▲2.8%3,6170.2%Consumer StaplesCVXChevron$293,453$135,547 ▼-31.6%1,8900.2%EnergySPDWSPDR Portfolio Developed World ex-US ETF$290,856$35,517 ▲13.9%6,7970.2%ETFVTIVanguard Total Stock Market ETF$282,453$282,453 ▲New Holding8610.2%ETFIPACiShares Core MSCI Pacific ETF$281,252$65,650 ▼-18.9%3,8300.2%ETFGEGE Aerospace$275,874$15,343 ▲5.9%9170.2%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$269,613$53,527 ▼-16.6%4,0900.2%ETFVBRVanguard Small-Cap Value ETF$264,332$28,999 ▼-9.9%1,2670.2%ETFAEPAmerican Electric Power$259,3130.0%2,3050.2%UtilitiesTAT&T$249,960$8,501 ▲3.5%8,8510.2%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$248,3190.0%8,5300.2%ETFJNJJohnson & Johnson$245,975$245,975 ▲New Holding1,3270.2%MedicalPGProcter & Gamble$244,076$6,144 ▲2.6%1,5890.2%Consumer StaplesMPLXMPLX$236,1640.0%4,7280.2%EnergySHELShell$231,0420.0%3,2300.2%EnergyShowing 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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