Brian Low Financial Group, LLC Incresed Positions in Q3 2025

Brian Low Financial Group, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.7K
+ 15.75%
$202.38 - $256.87 $547K - $694K
19.9K $5.06B
Manager Directed Portfolios
14K
+ 2.29%
N/A
624K $17.3B
GOOGL
Alphabet Inc.

Communication Services
2.68K
+ 27.59%
$174.36 - $254.72 $467K - $683K
12.4K $3.01B
MSFT
Microsoft Corp

Technology
1.63K
+ 16.29%
$491.09 - $535.64 $802K - $875K
11.7K $6.04B
AVGO
Broadcom Inc.

Technology
1.7K
+ 22.73%
$264.74 - $369.57 $450K - $629K
9.18K $3.03B
IBM
International Business Machines Corp

Technology
3.03K
+ 62.22%
$234.77 - $292.47 $711K - $886K
7.9K $2.23B
XOM
Exxon Mobil Corp

Energy
3.2K
+ 6.97%
$105.83 - $117.22 $338K - $375K
49.1K $5.53B
ABBV
Abb Vie Inc.

Healthcare
1.47K
+ 29.44%
$184.85 - $231.54 $272K - $341K
6.47K $1.5B
ENB
Enbridge Inc

Energy
10.6K
+ 201.01%
$43.79 - $50.46 $463K - $534K
15.8K $800M
JPM
Jpmorgan Chase & CO

Financial Services
1.02K
+ 11.09%
$282.78 - $316.06 $290K - $324K
10.3K $3.24B
C
Citigroup Inc

Financial Services
2.52K
+ 25.79%
$85.57 - $103.49 $215K - $260K
12.3K $1.25B
AZN
Astrazeneca PLC

Healthcare
3.96K
+ 28.79%
$68.72 - $82.11 $272K - $325K
17.7K $1.36B
NVDA
Nvidia Corp

Technology
209
+ 1.68%
$153.3 - $186.58 $32K - $39K
12.6K $2.35B
Blackrock Inc
252
+ 29.72%
N/A
1.1K $1.28B
RTX
Raytheon Technologies Corp

Industrials
1.48K
+ 23.36%
$144.19 - $167.33 $214K - $248K
7.83K $1.31B
BX
Blackstone Inc.

Financial Services
1.44K
+ 23.59%
$152.77 - $188.68 $220K - $271K
7.54K $1.29B
MDT
Medtronic PLC

Healthcare
3.1K
+ 32.65%
$87.67 - $95.74 $272K - $297K
12.6K $1.2B
AIT
Applied Industrial Technologies Inc

Industrials
998
+ 26.32%
$242.14 - $275.72 $242K - $275K
4.79K $1.25B
TJX
Tjx Companies Inc

Consumer Cyclical
1.54K
+ 26.14%
$121.35 - $144.54 $187K - $223K
7.43K $1.07B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.09K
+ 26.08%
$201.83 - $230.93 $219K - $251K
5.26K $1.17B
ABC
Amerisourcebergen Corp

Healthcare
953
+ 35.95%
N/A
3.6K $1.13B
FCX
Freeport Mcmoran Inc

Basic Materials
9.41K
+ 85.63%
$35.34 - $47.21 $333K - $444K
20.4K $800M
HD
Home Depot, Inc.

Consumer Cyclical
480
+ 18.79%
$357.4 - $423.42 $172K - $203K
3.03K $1.23B
IWM
Ishares Russell 2000 ETF

ETFs
755
+ 19.42%
$214.92 - $244.84 $162K - $185K
4.64K $1.12B
PLD
Prologis, Inc.

Real Estate
1.84K
+ 24.36%
$104.08 - $115.35 $191K - $212K
9.38K $1.07B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
588
+ 27.81%
$224.68 - $282.71 $132K - $166K
2.7K $755M
TSLA
Tesla, Inc.

Consumer Cyclical
206
+ 14.55%
$293.94 - $444.72 $60.6K - $91.6K
1.62K $721M
MTCH
Match Group, Inc.

Communication Services
4.82K
+ 26.69%
$31.83 - $38.77 $153K - $187K
22.9K $807M
SPY
Spdr S&P 500 ETF Trust

ETFs
266
+ 20.94%
$617.65 - $666.84 $164K - $177K
1.54K $1.02B
META
Meta Platforms, Inc.

Communication Services
318
+ 63.1%
$695.21 - $791.73 $221K - $252K
822 $604M
PM
Philip Morris International Inc.

Consumer Defensive
2.17K
+ 34.42%
$157.77 - $183.27 $343K - $398K
8.48K $1.38B
DLR
Digital Realty Trust, Inc.

Real Estate
1.34K
+ 24.91%
$161.21 - $180.02 $216K - $241K
6.73K $1.16B
DUK
Duke Energy Corp

Utilities
1.44K
+ 21.23%
$116.31 - $125.93 $167K - $181K
8.21K $1.02B
ETN
Eaton Corp PLC

Industrials
427
+ 17.51%
$342.99 - $392.76 $146K - $168K
2.87K $1.07B
KRE
Spdr S&P Regional Banking ETF

ETFs
2.42K
+ 20.39%
$58.82 - $66.17 $143K - $160K
14.3K $905M
VMC
Vulcan Materials CO

Basic Materials
322
+ 16.22%
$260.62 - $307.62 $83.9K - $99.1K
2.31K $710M
EMR
Emerson Electric CO

Industrials
1.57K
+ 24.37%
$128.6 - $149.63 $202K - $235K
8.01K $1.05B
WMT
Walmart Inc.

Consumer Defensive
1.61K
+ 34.54%
$94.4 - $104.27 $152K - $168K
6.28K $647M
NEE
Nextera Energy Inc

Utilities
1.13K
+ 9.68%
$69.77 - $77.54 $78.6K - $87.4K
12.8K $964M
UNP
Union Pacific Corp

Industrials
536
+ 16.47%
$214.91 - $237.16 $115K - $127K
3.79K $896M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
177
+ 38.56%
$567.77 - $614.76 $100K - $109K
636 $390M
SYK
Stryker Corp

Healthcare
460
+ 25.61%
$368.57 - $403.53 $170K - $186K
2.26K $834M
LLY
Eli Lilly & CO

Healthcare
202
+ 10.48%
$625.65 - $812.69 $126K - $164K
2.13K $1.63B
IVV
Ishares Core S&P 500 ETF

ETFs
145
+ 29.18%
$620.67 - $670.08 $90K - $97.2K
642 $430M
SPYG
Spdr Portfolio

ETFs
442
+ 10.09%
$94.33 - $105.31 $41.7K - $46.5K
4.82K $504M
GE
General Electric CO

Industrials
51
+ 5.89%
$244.75 - $305.63 $12.5K - $15.6K
917 $276M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
830
+ 13.91%
$39.8 - $42.86 $33K - $35.6K
6.8K $291M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 12.98%
$459.11 - $506.91 $34.4K - $38K
653 $328M
SYY
Sysco Corp

Consumer Defensive
100
+ 2.84%
$76.33 - $82.51 $7.63K - $8.25K
3.62K $298M
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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