Brian Low Financial Group, LLC Purchases in Q2 2025

Brian Low Financial Group, LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Manager Directed Portfolios
610K
New
N/A
610K $15.9B
MSFT
Microsoft Corp

Technology
10K
New
$354.56 - $497.45 $3.56M - $4.99M
10K $4.99B
XOM
Exxon Mobil Corp

Energy
45.9K
New
$99.93 - $119.04 $4.58M - $5.46M
45.9K $4.95B
AAPL
Apple Inc.

Technology
17.2K
New
$172.42 - $223.89 $2.96M - $3.84M
17.2K $3.52B
MBB
Ishares Tr

ETFs
33.3K
New
$91.41 - $94.22 $3.05M - $3.14M
33.3K $3.13B
EFA
Ishares Tr Msci Eafe ETF

ETFs
33.9K
New
$72.96 - $90.39 $2.47M - $3.07M
33.9K $3.03B
JPM
Jpmorgan Chase & CO

Financial Services
9.24K
New
$210.28 - $289.91 $1.94M - $2.68M
9.24K $2.68B
SPSB
Spdr Portfolio Short Term Corp

ETFs
84.2K
New
$29.82 - $30.19 $2.51M - $2.54M
84.2K $2.54B
AVGO
Broadcom Inc.

Technology
7.48K
New
$146.29 - $275.65 $1.09M - $2.06M
7.48K $2.06B
NVDA
Nvidia Corp

Technology
12.4K
New
$94.31 - $157.99 $1.17M - $1.96M
12.4K $1.96B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15.3K
New
$116.93 - $119.39 $1.79M - $1.82M
15.3K $1.82B
ORCL
Oracle Corp

Technology
7.84K
New
$122.82 - $218.63 $963K - $1.71M
7.84K $1.71B
GOOGL
Alphabet Inc.

Communication Services
9.71K
New
$144.7 - $178.6 $1.41M - $1.73M
9.71K $1.71B
LLY
Eli Lilly & CO

Healthcare
1.93K
New
$713.71 - $898.95 $1.38M - $1.73M
1.93K $1.5B
LQD
Ishares Iboxx $ Investment Gra

ETFs
13.4K
New
$105.23 - $109.61 $1.41M - $1.47M
13.4K $1.47B
IBM
International Business Machines Corp

Technology
4.87K
New
$221.03 - $294.78 $1.08M - $1.44M
4.87K $1.44B
CRM
Salesforce, Inc.

Technology
4.38K
New
$236.26 - $291.15 $1.03M - $1.27M
4.38K $1.19B
PM
Philip Morris International Inc.

Consumer Defensive
6.31K
New
$149.23 - $184.95 $941K - $1.17M
6.31K $1.15B
SHV
Ishares Tr

ETFs
10.2K
New
$110.06 - $110.46 $1.13M - $1.13M
10.2K $1.13B
VUG
Vanguard Growth ETF

ETFs
2.5K
New
$329.49 - $438.4 $824K - $1.1M
2.5K $1.1B
IGV
Ishares Expanded Tech Software

ETFs
9.52K
New
$80.15 - $109.5 $763K - $1.04M
9.52K $1.04B
GS
Goldman Sachs Group Inc

Financial Services
1.46K
New
$462.22 - $707.75 $677K - $1.04M
1.46K $1.04B
KMI
Kinder Morgan, Inc.

Energy
33.5K
New
$25.21 - $29.4 $845K - $985K
33.5K $985M
AMZN
Amazon Com Inc

Consumer Cyclical
4.42K
New
$167.32 - $223.3 $740K - $988K
4.42K $970M
VTV
Vanguard Value ETF

ETFs
5.46K
New
$153.67 - $176.74 $838K - $964K
5.46K $964M
AZN
Astrazeneca PLC

Healthcare
13.8K
New
$64.87 - $75.0 $893K - $1.03M
13.8K $962M
DLR
Digital Realty Trust, Inc.

Real Estate
5.38K
New
$136.11 - $177.69 $733K - $957K
5.38K $939M
HD
Home Depot, Inc.

Consumer Cyclical
2.55K
New
$335.24 - $380.78 $856K - $973K
2.55K $936M
ABBV
Abb Vie Inc.

Healthcare
5K
New
$170.16 - $206.27 $850K - $1.03M
5K $927M
RTX
Raytheon Technologies Corp

Industrials
6.35K
New
$113.75 - $148.48 $722K - $942K
6.35K $927M
BX
Blackstone Inc.

Financial Services
6.1K
New
$120.07 - $151.11 $732K - $921K
6.1K $912M
Blackrock Inc
848
New
N/A
848 $890M
AIT
Applied Industrial Technologies Inc

Industrials
3.79K
New
$206.03 - $243.28 $781K - $923K
3.79K $881M
ETN
Eaton Corp PLC

Industrials
2.44K
New
$246.52 - $356.99 $601K - $870K
2.44K $870M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.1K
New
$179.95 - $278.88 $557K - $864K
3.1K $864M
EMR
Emerson Electric CO

Industrials
6.44K
New
$94.15 - $133.33 $606K - $859K
6.44K $859M
CCJ
Cameco Corp

Energy
11.5K
New
$36.68 - $74.46 $420K - $853K
11.5K $850M
ETR
Entergy Corp

Utilities
10.1K
New
$79.01 - $86.61 $800K - $877K
10.1K $842M
IWM
Ishares Russell 2000 ETF

ETFs
3.89K
New
$174.82 - $215.79 $680K - $839K
3.89K $839M
C
Citigroup Inc

Financial Services
9.75K
New
$58.13 - $85.12 $567K - $830K
9.75K $830M
MDT
Medtronic PLC

Healthcare
9.5K
New
$80.68 - $88.86 $767K - $844K
9.5K $828M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.17K
New
$167.22 - $212.42 $697K - $885K
4.17K $824M
BKR
Baker Hughes CO

Energy
21.2K
New
$35.0 - $44.92 $741K - $952K
21.2K $812M
NEE
Nextera Energy Inc

Utilities
11.6K
New
$64.11 - $75.0 $747K - $873K
11.6K $808M
DUK
Duke Energy Corp

Utilities
6.77K
New
$112.46 - $124.05 $761K - $840K
6.77K $799M
ABC
Amerisourcebergen Corp

Healthcare
2.65K
New
N/A
2.65K $795M
PLD
Prologis, Inc.

Real Estate
7.55K
New
$89.76 - $112.34 $677K - $848K
7.55K $793M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
New
$496.48 - $617.85 $631K - $785K
1.27K $785M
UNP
Union Pacific Corp

Industrials
3.25K
New
$208.27 - $238.46 $678K - $776K
3.25K $749M
Activity Summary
Buys All Purchases 100 New Holdings 100 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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