BRIAN LOW FINANCIAL GROUP, LLC Portfolio Holdings
Q3 2025•108 long positions•$128.9M portfolio value
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Holding115 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $17.3M 13.41% | +$387.0K Bought | — 624.5K shares | 610.5K → 624.5K +$387.0K | +2.29% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $6.0M 4.69% | +$846.3K Bought | 0.0% 11.7K shares | 10.0K → 11.7K +$846.3K | +16.29% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $5.5M 4.29% | +$360.3K Bought | 0.001% 49.1K shares | 45.9K → 49.1K +$360.3K | +6.97% | $480.68B Mega Cap | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $5.1M 3.92% | +$688.0K Bought | 0.0% 19.9K shares | 17.2K → 19.9K +$688.0K | +15.75% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $3.2M 2.51% | +$323.0K Bought | 0.0% 10.3K shares | 9.2K → 10.3K +$323.0K | +11.09% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 2.38% | -$102.7K Sold | — 32.8K shares | 33.9K → 32.8K −$102.7K | -3.24% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $3.0M 2.35% | +$561.2K Bought | 0.0% 9.2K shares | 7.5K → 9.2K +$561.2K | +22.73% | $1.56T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.0M 2.34% | -$152.6K Sold | — 31.7K shares | 33.3K → 31.7K −$152.6K | -4.81% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $3.0M 2.34% | +$651.5K Bought | 0.0% 12.4K shares | 9.7K → 12.4K +$651.5K | +27.59% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.5M 1.9% | -$95.9K Sold | — 81.0K shares | 84.2K → 81.0K −$95.9K | -3.76% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $2.4M 1.83% | +$39.0K Bought | 0.0% 12.6K shares | 12.4K → 12.6K +$39.0K | +1.68% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
Information Technology Services Technology | $2.2M 1.73% | +$855.0K Bought | 0.001% 7.9K shares | 4.9K → 7.9K +$855.0K | +62.22% | $262.84B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.9M 1.5% | -$267.7K Sold | 0.0% 6.9K shares | 7.8K → 6.9K −$267.7K | -12.14% | $801.76B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.5% | -$94.4K Sold | — 90.9K shares | 95.4K → 90.9K −$94.4K | -4.66% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.36% | -$71.9K Sold | — 14.7K shares | 15.3K → 14.7K −$71.9K | -3.94% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $1.6M 1.26% | +$154.1K Bought | 0.0% 2.1K shares | 1.9K → 2.1K +$154.1K | +10.48% | $684.00B Mega Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $1.5M 1.16% | +$340.6K Bought | 0.0% 6.5K shares | 5.0K → 6.5K +$340.6K | +29.44% | $409.03B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.11% | -$72.2K Sold | — 12.8K shares | 13.4K → 12.8K −$72.2K | -4.82% | — — | Q2 2025 Held for 5 months | |
Tobacco Consumer Defensive | $1.4M 1.07% | +$352.1K Bought | 0.001% 8.5K shares | 6.3K → 8.5K +$352.1K | +34.42% | $252.48B Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.4M 1.06% | +$304.0K Bought | — 17.7K shares | 13.8K → 17.7K +$304.0K | +28.79% | — — | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $1.4M 1.05% | +$1.4M New | 0.01% 20.8K shares | 0 → 20.8K +$1.4M | New | $13.5B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $1.3M 1.02% | +$248.0K Bought | 0.001% 7.8K shares | 6.3K → 7.8K +$248.0K | +23.36% | $223.98B Mega Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $1.3M 1.0% | +$500.5K Bought | 0.002% 6.4K shares | 3.9K → 6.4K +$500.5K | +63.38% | $79.1B Large Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $1.3M 0.999% | +$245.7K Bought | 0.001% 7.5K shares | 6.1K → 7.5K +$245.7K | +23.59% | $133.37B Large Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $1.3M 0.995% | +$293.8K Bought | 0.001% 1.1K shares | 848.0 → 1.1K +$293.8K | +29.72% | $180.54B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Distribution Industrials | $1.3M 0.97% | +$260.5K Bought | 0.013% 4.8K shares | 3.8K → 4.8K +$260.5K | +26.32% | $9.9B Mid Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $1.2M 0.966% | +$255.4K Bought | 0.001% 12.3K shares | 9.8K → 12.3K +$255.4K | +25.79% | $186.85B Large Cap | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $1.2M 0.954% | +$194.5K Bought | 0.0% 3.0K shares | 2.6K → 3.0K +$194.5K | +18.79% | $403.32B Mega Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $1.2M 0.931% | +$295.4K Bought | 0.001% 12.6K shares | 9.5K → 12.6K +$295.4K | +32.65% | $122.16B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.906% | +$241.6K Bought | 0.006% 5.3K shares | 4.2K → 5.3K +$241.6K | +26.08% | $19.9B Large Cap | Q2 2025 Held for 5 months | |
REIT - Office Real Estate | $1.2M 0.902% | +$231.8K Bought | 0.002% 6.7K shares | 5.4K → 6.7K +$231.8K | +24.91% | $59.0B Large Cap | Q2 2025 Held for 5 months | |
Medical - Distribution Healthcare | $1.1M 0.874% | +$297.8K Bought | — 3.6K shares | 2.7K → 3.6K +$297.8K | +35.95% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.872% | +$182.7K Bought | — 4.6K shares | 3.9K → 4.6K +$182.7K | +19.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.863% | -$88.3K Sold | — 2.3K shares | 2.5K → 2.3K −$88.3K | -7.35% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.846% | -$39.6K Sold | — 9.9K shares | 10.2K → 9.9K −$39.6K | -3.5% | — — | Q2 2025 Held for 5 months | |
REIT - Industrial Real Estate | $1.1M 0.834% | +$210.5K Bought | 0.001% 9.4K shares | 7.5K → 9.4K +$210.5K | +24.36% | $106.28B Large Cap | Q2 2025 Held for 5 months | |
Apparel - Retail Consumer Cyclical | $1.1M 0.834% | +$222.6K Bought | 0.001% 7.4K shares | 5.9K → 7.4K +$222.6K | +26.14% | $160.86B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $1.1M 0.832% | +$159.8K Bought | 0.001% 2.9K shares | 2.4K → 2.9K +$159.8K | +17.51% | $145.70B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $1.1M 0.815% | +$205.8K Bought | 0.001% 8.0K shares | 6.4K → 8.0K +$205.8K | +24.37% | $73.8B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Equipment & Services Energy | $1.0M 0.796% | -$6.8K Sold | 0.002% 21.0K shares | 21.2K → 21.0K −$6.8K | -0.66% | $48.0B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.794% | +$177.2K Bought | — 1.5K shares | 1.3K → 1.5K +$177.2K | +20.94% | — — | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $1.0M 0.788% | +$177.8K Bought | 0.001% 8.2K shares | 6.8K → 8.2K +$177.8K | +21.23% | $96.2B Large Cap | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $1.0M 0.781% | +$1.0M New | 0.014% 18.9K shares | 0 → 18.9K +$1.0M | New | $6.9B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $994.1K 0.771% | -$16.6K Sold | — 3.0K shares | 3.1K → 3.0K −$16.6K | -1.65% | — — | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $964.1K 0.748% | +$85.1K Bought | 0.001% 12.8K shares | 11.6K → 12.8K +$85.1K | +9.68% | $155.46B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $961.1K 0.746% | -$10.1K Sold | 0.0% 4.4K shares | 4.4K → 4.4K −$10.1K | -1.04% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $956.1K 0.742% | -$81.5K Sold | 0.0% 4.0K shares | 4.4K → 4.0K −$81.5K | -7.86% | $225.62B Mega Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $954.1K 0.74% | -$211.8K Sold | 0.0% 1.2K shares | 1.5K → 1.2K −$211.8K | -18.17% | $241.07B Mega Cap | Q2 2025 Held for 5 months | |
Uranium Energy | $913.7K 0.709% | -$46.5K Sold | 0.003% 10.9K shares | 11.5K → 10.9K −$46.5K | -4.84% | $36.5B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $911.2K 0.707% | -$106.1K Sold | — 4.9K shares | 5.5K → 4.9K −$106.1K | -10.43% | — — | Q2 2025 Held for 5 months |
