Brian Low Financial Group, LLC Portfolio Holdings
Brian Low Financial Group, LLC
- $107 Billion
- Q2 2025
Brian Low Financial Group, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Manager Directed Portfolios with a value of $15.9B, Microsoft Corp with a value of $4.99B, Exxon Mobil Corp with a value of $4.95B, Apple Inc. with a value of $3.52B, and Ishares Tr with a value of $3.13B.
Examining the 13F form we can see an increase of $107B in the current position value.
Brian Low Financial Group, LLC is based out at Baton Rouge, LA
Below you can find more details about Brian Low Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$107 Billion
ETFs: $28.3 Billion
Technology: $17.7 Billion
Energy: $8.91 Billion
Financial Services: $7.2 Billion
Healthcare: $6.04 Billion
Industrials: $5.16 Billion
Consumer Cyclical: $3.91 Billion
Utilities: $3.45 Billion
Other: $9.4 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 100
- Current Value $107 Billion
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 100 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks