Brian Low Financial Group, LLC Reduced Holdings in Q3 2025

Brian Low Financial Group, LLC

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-344
- 7.86%
$231.66 - $273.65 $79.7K - $94.1K
4.03K $956M
MBB
Ishares Tr

ETFs
-1.6K
- 4.81%
$92.46 - $95.73 $148K - $154K
31.7K $3.02B
CVX
Chevron Corp

Energy
-873
- 31.6%
$145.57 - $161.83 $127K - $141K
1.89K $293M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.17K
- 3.76%
$30.02 - $30.29 $95.1K - $95.9K
81K $2.45B
GS
Goldman Sachs Group Inc

Financial Services
-266
- 18.17%
$696.56 - $806.32 $185K - $214K
1.2K $954M
ETR
Entergy Corp

Utilities
-1.82K
- 17.98%
$80.93 - $93.55 $147K - $170K
8.31K $774M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-602
- 3.94%
$117.65 - $120.08 $70.8K - $72.3K
14.7K $1.75B
VTV
Vanguard Value ETF

ETFs
-569
- 10.43%
$175.51 - $186.57 $99.9K - $106K
4.89K $911M
ALB
Albemarle Corp

Basic Materials
-2K
- 33.28%
$62.9 - $88.1 $126K - $176K
4.01K $325M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-648
- 4.82%
$107.66 - $112.36 $69.8K - $72.8K
12.8K $1.43B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-683
- 17.43%
$64.17 - $68.19 $43.8K - $46.6K
3.24K $220M
SHV
Ishares Tr

ETFs
-358
- 3.5%
$110.06 - $110.49 $39.4K - $39.6K
9.87K $1.09B
IEMG
Ishares Inc

ETFs
-812
- 16.56%
N/A
4.09K $270M
VBK
Vanguard Small Cap Growth ETF

ETFs
-157
- 12.94%
$276.51 - $305.12 $43.4K - $47.9K
1.06K $314M
PID
Invesco Exchange Traded Fd Tr

ETFs
-4.44K
- 4.66%
N/A
90.9K $1.93B
VBR
Vanguard Small Cap Value ETF

ETFs
-139
- 9.89%
$195.41 - $212.37 $27.2K - $29.5K
1.27K $264M
SO
Southern CO

Utilities
-185
- 7.09%
$90.83 - $96.0 $16.8K - $17.8K
2.42K $230M
AMZN
Amazon Com Inc

Consumer Cyclical
-46
- 1.04%
$211.65 - $238.24 $9.74K - $11K
4.38K $961M
GBIL
Goldman Sachs Access Treasury

ETFs
-75
- 1.99%
$99.82 - $100.23 $7.49K - $7.52K
3.7K $371M
EMLP
First Tr Exchange Traded Iv

ETFs
-400
- 2.48%
$36.99 - $38.38 $14.8K - $15.4K
15.7K $602M
VZ
Verizon Communications Inc

Communication Services
-84
- 1.78%
$40.84 - $45.06 $3.43K - $3.79K
4.64K $204M
VUG
Vanguard Growth ETF

ETFs
-184
- 7.35%
$433.97 - $484.08 $79.9K - $89.1K
2.32K $1.11B
EWJ
Ishares Msci Japan ETF

ETFs
-273
- 2.91%
$71.69 - $81.49 $19.6K - $22.2K
9.1K $730M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.1K
- 3.24%
$87.29 - $93.61 $96K - $103K
32.8K $3.06B
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-405
- 3.23%
N/A
12.1K $700M
GLD
Spdr Gold Trust

ETFs
-6
- 0.55%
$300.96 - $355.47 $1.81K - $2.13K
1.08K $384M
CCJ
Cameco Corp

Energy
-554
- 4.84%
$70.47 - $86.89 $39K - $48.1K
10.9K $914M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-51
- 1.65%
$275.84 - $326.36 $14.1K - $16.6K
3.05K $994M
BKR
Baker Hughes CO

Energy
-139
- 0.66%
$38.68 - $50.55 $5.38K - $7.03K
21K $1.03B
ORCL
Oracle Corp

Technology
-952
- 12.14%
$218.96 - $328.33 $208K - $313K
6.89K $1.94B
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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