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| Name: |
Lowe fs LLC |
| City: |
COLUMBIA |
| State: |
MD |
| Zip: |
21045 |
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data |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JPST |
Jp Morgan Ultra Short Incom... |
5 |
- |
$0.00 |
$10,120,000 |
200,595 |
4.71% |
169,000 |
2,489 |
0.022 |
N/A |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
7 |
- |
$29.48 |
$7,504,000 |
259,473 |
3.49% |
803,000 |
28,814 |
0.085 |
N/A |
|
|
INFL |
Horizon Kinetics Inflation ... |
9 |
- |
$32.82 |
$6,969,000 |
214,025 |
3.25% |
428,000 |
6,180 |
0.238 |
N/A |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
10 |
- |
$0.00 |
$5,301,000 |
91,614 |
2.47% |
561,000 |
5,401 |
0.01 |
N/A |
|
|
XLE |
SPDR Energy Sector |
13 |
- |
$93.70 |
$2,269,000 |
24,030 |
1.06% |
257,000 |
27 |
0.001 |
Closed - End Fund - E... |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
14 |
- |
$551.79 |
$2,153,000 |
3,869 |
1% |
209,000 |
37 |
0.009 |
Closed - End Fund - E... |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
15 |
- |
$0.00 |
$2,028,000 |
20,002 |
0.94% |
482,000 |
3,759 |
0.023 |
N/A |
|
|
GDX |
VanEck Vectors Gold Miners ETF |
17 |
- |
$34.07 |
$1,278,000 |
40,405 |
0.6% |
180,000 |
4,985 |
0.009 |
Closed - End Fund - E... |
|
|
JSCP |
Jpmorgan Short Duration Cor... |
18 |
- |
$0.00 |
$1,224,000 |
26,315 |
0.57% |
19,000 |
425 |
0.029 |
N/A |
|
|
MSFT |
Microsoft Corp |
19 |
- |
$416.56 |
$1,157,000 |
2,749 |
0.54% |
150,000 |
70 |
0 |
Application Software |
|
|
MKC |
McCormick & Co Inc |
20 |
- |
$74.60 |
$1,093,000 |
14,234 |
0.51% |
119,000 |
2 |
0.006 |
Processed & Packaged ... |
|
|
COPX |
Global X Copper Miners Etf |
21 |
- |
$49.71 |
$1,035,000 |
24,397 |
0.48% |
469,000 |
9,301 |
0.027 |
Closed - End Fund - E... |
|
|
YEAR |
Ab Ultra Short Income Etf |
22 |
- |
$0.00 |
$1,003,000 |
19,860 |
0.47% |
244,000 |
4,765 |
0.022 |
N/A |
|
|
CALF |
Pacer Us Small Cap Cash Cow... |
24 |
- |
$0.00 |
$869,000 |
17,670 |
0.4% |
302,000 |
5,870 |
0.017 |
N/A |
|
|
EPI |
WisdomTree India Earnings |
25 |
- |
$44.79 |
$842,000 |
19,330 |
0.39% |
69,000 |
480 |
0.07 |
Closed - End Fund - E... |
|
|
PXH |
Invesco FTSE RAFI Emerging ... |
26 |
- |
$20.88 |
$798,000 |
41,023 |
0.37% |
92,000 |
4,063 |
0.007 |
Closed - End Fund - E... |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
28 |
- |
$0.00 |
$678,000 |
11,660 |
0.32% |
264,000 |
3,705 |
0.001 |
N/A |
|
|
EWZ |
iShares MSCI-Brazil |
29 |
- |
$31.97 |
$624,000 |
19,257 |
0.29% |
128,000 |
5,072 |
0.001 |
Closed - End Fund - E... |
|
|
SMOT |
Vaneck Morningstar Smid Moa... |
35 |
- |
$0.00 |
$323,000 |
9,470 |
0.15% |
48,000 |
725 |
0.011 |
N/A |
|
|
UTG |
Reaves Utility Income Fund |
47 |
- |
$28.12 |
$218,000 |
8,100 |
0.1% |
4,000 |
100 |
0.017 |
Closed - End Fund - E... |
|
|
XOP |
SPDR S&P Oil & Gas Explorat... |
48 |
- |
$151.25 |
$211,000 |
1,365 |
0.1% |
98,000 |
540 |
0 |
Closed - End Fund - E... |
|
|
VNQ |
Vanguard REIT Index VIPERs |
50 |
- |
$83.80 |
$196,000 |
2,266 |
0.09% |
36,000 |
460 |
0.001 |
Closed - End Fund - E... |
|
|
MOAT |
VANECK VECTORS ETF TR |
51 |
- |
$53.88 |
$188,000 |
2,090 |
0.09% |
34,000 |
281 |
0.002 |
N/A |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
58 |
- |
$42.16 |
$142,000 |
3,345 |
0.07% |
108,000 |
2,532 |
0 |
N/A |
|
|
QLTA |
Ishares Aaa A Rated Corpora... |
71 |
- |
$46.68 |
$115,000 |
2,415 |
0.05% |
1,000 |
50 |
0.009 |
N/A |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
83 |
- |
$54.48 |
$87,000 |
1,638 |
0.04% |
42,000 |
751 |
0 |
Closed - End Fund - E... |
|
|
SLF |
Sun Life Financial Inc (USA) |
85 |
- |
$50.80 |
$84,000 |
1,533 |
0.04% |
5,000 |
2 |
0 |
Life & Health Insurance |
|
|
EEM |
iShares MSCI Emrg Mkt Income |
89 |
- |
$43.05 |
$81,000 |
1,961 |
0.04% |
42,000 |
980 |
0 |
Closed - End Fund - E... |
|
|
WMT |
Wal-Mart Stores Inc |
124 |
- |
$60.24 |
$44,000 |
732 |
0.02% |
6,000 |
488 |
0 |
Discount, Variety Stores |
|
|
CVS |
CVS/Caremark Corp |
138 |
- |
$56.00 |
$32,000 |
395 |
0.01% |
1,000 |
2 |
0 |
Drug Stores |
|
|
T |
AT&T Corp |
149 |
- |
$17.30 |
$26,000 |
1,473 |
0.01% |
2,000 |
13 |
0 |
Long Distance Carriers |
|
|
MET |
MetLife Inc |
158 |
- |
$73.31 |
$22,000 |
294 |
0.01% |
20,000 |
268 |
0 |
Life & Health Insurance |
|
|
VIG |
Vanguard Dividend Appreciat... |
187 |
- |
$181.66 |
$14,000 |
77 |
0.01% |
5,000 |
25 |
0 |
Closed - End Fund - Debt |
|
|
IJH |
iShares S&P MidCap 400 Index |
238 |
- |
$60.31 |
$6,000 |
105 |
0% |
2,000 |
91 |
0 |
Closed - End Fund - E... |
|
|
SCOR |
Comscore Inc |
296 |
- |
$0.69 |
$0 |
25 |
0% |
0 |
25 |
0 |
Business Services |
|
