Lowe fs, LLC

RIA/Wealth

Lowe fs, LLC is a RIA/Wealth based in Columbia, MD led by Harold Alan Lowe, reporting $460.2M in AUM as of Q3 2025 with 90% ETF concentration, 75% concentrated in top 10 holdings, 31% allocation to SPY, and minimal technology exposure.

PresidentHarold Alan Lowe

Portfolio Value: $272.6M
Positions: 391
Top Holding: SPY at 30.58%
Last Reported: Q3 2025

Address6230 Old Dobbin Lane, Suite 170, Columbia, MD, 21045, United States

Top Holdings

Largest long holdings in Lowe fs, LLC's portfolio (75.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$83.4M	30.58%	-$1.4M Sold	— 125.1K shares	Q4 2014 Held for 10y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$26.5M	9.72%	-$226.3K Sold	— 44.1K shares	Q4 2014 Held for 10y 11m
3 iShares MSCI USA Min Vol Factor USMV	ETF ETF	$20.7M	7.58%	-$300.3K Sold	— 217.3K shares	Q4 2014 Held for 10y 11m
4 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$13.4M	4.91%	+$217.6K Bought	— 167.3K shares	Q4 2014 Held for 10y 11m
5 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$13.0M	4.78%	+$507.4K Bought	— 443.9K shares	Q1 2023 Held for 2y 8m
6 IAU iShares Gold Trust IAU	Unknown Unknown	$12.0M	4.41%	-$168.3K Sold	— 165.2K shares	Q4 2022 Held for 2y 11m
7 Horizon Kinetics Inflation Beneficiaries INFL	ETF ETF	$11.2M	4.11%	+$252.6K Bought	— 250.8K shares	Q3 2021 Held for 4y 2m
8 JPMorgan Ultra-Short Income JPST	ETF ETF	$10.0M	3.65%	-$236.7K Sold	— 196.3K shares	Q1 2018 Held for 7y 8m
9 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	ETF ETF	$8.3M	3.04%	-$97.4K Sold	— 82.2K shares	Q4 2014 Held for 10y 11m
10 JPMorgan Equity Premium Income JEPI	ETF ETF	$6.5M	2.39%	-$93.9K Sold	— 114.1K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lowe fs, LLC's latest filing

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Market Value

$272.6M

Prior: $255.3M

Q/Q Change

+6.77%

+$17.3M

Net Flows % of MV

+0.584%

Turnover Ratio

1.5%

New Purchases

20 stocks

$77.4K

Added To

48 stocks

+$4.8M

Sold Out Of

8 stocks

$15.6K

Reduced Holdings

61 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 Vanguard Tax-Exempt Bond Index Fund VTEB	New	0 → 571.0 +$28.6K
2 iShares ESG Aware U.S. Aggregate Bond EAGG	New	0 → 378.0 +$18.2K
3 ESGE iShares ESG Aware MSCI EM ETF ESGE	New	0 → 88.0 +$3.8K
4 Invesco Senior Loan BKLN	New	0 → 174.0 +$3.6K
5 iShares Broad USD High Yield Corporate Bond USHY	New	0 → 74.0 +$2.8K

Decreased Positions

Position	Shares Δ	Change
1 Global X Uranium URA	Sold	115.0 → 0 −$4.5K
2 Sempra Energy SRE	Sold	44.0 → 0 −$3.3K
3 AES AES	Sold	227.0 → 0 −$2.4K
4 Blackstone Secured Lending Fund BXSL	Sold	72.0 → 0 −$2.2K
5 iShares 1-3 Year Treasury Bond SHY	Sold	18.0 → 0 −$1.4K

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Analytics

Portfolio insights and performance metrics for Lowe fs, LLC

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Sector Allocation

ETF

90.40%

Technology

1.40%

Consumer Defensive

0.60%

Energy

0.50%

Utilities

0.40%

Financial Services

0.40%

Communication Services

0.40%

Consumer Cyclical

0.40%

Industrials

0.30%

Healthcare

0.10%

Basic Materials

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

2.35%

Large Cap ($10B - $200B)

2.11%

Mid Cap ($2B - $10B)

0.13%

Small Cap ($300M - $2B)

0.02%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

95.36%

Portfolio Concentration

Top 10 Holdings %

75.17%

Top 20 Holdings %

87.21%

Top 50 Holdings %

94.92%

Top 100 Holdings %

97.69%

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Lowe fs, LLC

Top Holdings

Changes

Increased Positions

Decreased Positions

Analytics

Sector Allocation

Market Cap Distribution

Portfolio Concentration

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