Chief Compliance Officer

0001574010-16-000010.txt : 20160203 0001574010-16-000010.hdr.sgml : 20160203 20160202182807 ACCESSION NUMBER: 0001574010-16-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160203 DATE AS OF CHANGE: 20160202 EFFECTIVENESS DATE: 20160203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lowe fs, LLC CENTRAL INDEX KEY: 0001574010 IRS NUMBER: 364698385 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17052 FILM NUMBER: 161382431 BUSINESS ADDRESS: STREET 1: 6230 OLD DOBBIN LANE; SUITE 170 CITY: COLUMBIA STATE: MD ZIP: 21045 BUSINESS PHONE: 4437667160 MAIL ADDRESS: STREET 1: 6230 OLD DOBBIN LANE; SUITE 170 CITY: COLUMBIA STATE: MD ZIP: 21045 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001574010 XXXXXXXX 12-31-2015 12-31-2015 Lowe fs, LLC

6230 OLD DOBBIN LANE; SUITE 170 COLUMBIA MD 21045

13F HOLDINGS REPORT 028-17052 N GREG LOWE Chief Compliance Officer 443-766-7160 GREG LOWE Columbia MD 02-02-2016 0 242 147024 false INFORMATION TABLE 2 lowefs13f4q2015.xml ABBOTT LABORATORIES COM 002824100 7 150 SH SOLE 0 0 150 Abbvie Inc COM 00287Y109 9 150 SH SOLE 0 0 150 ADT Corp COM 00101J106 0 5 SH SOLE 0 0 5 Aetna Inc COM 00817Y108 0 1 SH SOLE 0 0 1 AGL Resources Inc COM 001204106 6 100 SH SOLE 0 0 100 Agnico Eagle Mines Ltd COM 008474108 12 440 SH SOLE 0 0 440 Alcatel-Lucent Sponsored Adr Exchanged From Cusip ADR 013990684 0 65 SH SOLE 0 0 65 ALPS Alerian MLP ETF ETF 00162Q866 8 692 SH SOLE 0 0 692 Altria Group Inc COM 02209S103 15 250 SH SOLE 0 0 250 Amazon.com Inc COM 023135106 16 23 SH SOLE 0 0 23 American Electric Power Co Inc COM 025537101 30 511 SH SOLE 0 0 511 American Express Co COM 025816109 1 20 SH SOLE 0 0 20 APPLE INC. COM 037833100 272 2587 SH SOLE 0 0 2587 Aqua America Inc COM 03836W103 12 392 SH SOLE 0 0 392 Archer-Daniels Midland Co COM 039483102 1 30 SH SOLE 0 0 30 ASTRAZENECA PLC -SPONS ADR ADR 046353108 3 100 SH SOLE 0 0 100 AT&T Inc COM 00206R102 1503 43666 SH SOLE 0 0 43666 Avago Technologies Ltd SHS Y0486S104 7 50 SH SOLE 0 0 50 Bank of America Corporation COM 060505104 5 280 SH SOLE 0 0 280 Baxalta Inc COM 07177M103 2 50 SH SOLE 0 0 50 Baxter International Inc COM 071813109 2 51 SH SOLE 0 0 51 BB&T Corp COM 054937107 5 130 SH SOLE 0 0 130 Berkshire Hathaway Inc COM 084670702 13 100 SH SOLE 0 0 100 Biota Pharmaceuticals Inc COM 090694100 0 3 SH SOLE 0 0 3 BlackRock Inc COM 09247X101 3 10 SH SOLE 0 0 10 Boeing Co COM 097023105 4 25 SH SOLE 0 0 25 BP PLC ADR 055622104 55 1744 SH SOLE 0 0 1744 Bristol-Myers Squibb Company COM 110122108 84 1225 SH SOLE 0 0 1225 Broadcom Corp COM 111320107 3 50 SH SOLE 0 0 50 Builders FirstSource Inc COM 12008R107 16 1400 SH SOLE 0 0 1400 Cameco Corp COM 13321L108 33 2670 SH SOLE 0 0 2670 Care Cap Pptys Inc COM 141624106 1 18 SH SOLE 0 0 18 CATERPILLAR INC. COM 149123101 4 54 SH SOLE 0 0 54 CBS Corp COM 124857202 59 1242 SH SOLE 0 0 1242 Chesapeake Energy Corp COM 165167107 0 48 SH SOLE 0 0 48 CHEVRON CORPORATION COM 166764100 94 1044 SH SOLE 0 0 1044 Chipotle Mexican Grill Inc COM 169656105 1 2 SH SOLE 0 0 2 Cisco Systems Inc COM 17275R102 2 70 SH SOLE 0 0 70 Coca-Cola Co COM 191216100 100 2331 SH SOLE 0 0 2331 Cognex Corp COM 192422103 4 125 SH SOLE 0 0 125 Cognizant Technology Solutions Corp COM 192446102 12 200 SH SOLE 0 0 200 Colgate-Palmolive Co COM 194162103 13 200 SH SOLE 0 0 200 Comcast Corp COM 20030N101 110 1952 SH SOLE 0 0 1952 ConAgra Foods Inc COM 205887102 17 400 SH SOLE 0 0 400 Conformis Inc COM 20717E101 2 140 SH SOLE 0 0 140 Constellation Brands Inc COM 21036P108 43 300 SH SOLE 0 0 300 Costco Wholesale Corp COM 22160K105 16 100 SH SOLE 0 0 100 Cree Inc COM 225447101 1 32 SH SOLE 0 0 32 Cst Brands Inc COM 12646R105 0 2 SH SOLE 0 0 2 CVS CAREMARK CORPORATION COM 126650100 16 159 SH SOLE 0 0 159 Deere & Co COM 244199105 2 29 SH SOLE 0 0 29 Denbury Resources Inc COM 247916208 3 1260 SH SOLE 0 0 1260 Diamond Offshore Drilling Inc COM 25271C102 14 660 SH SOLE 0 0 660 DISNEY WALT COMPANY COM 254687106 43 413 SH SOLE 0 0 413 DNP Select Income Common COM 23325P104 47 5294 SH SOLE 0 0 5294 Dominion Resources Inc COM 25746U109 8 125 SH SOLE 0 0 125 Domino s Pizza Inc COM 25754A201 3 27 SH SOLE 0 0 27 Dow Chemical Co COM 260543103 1 15 SH SOLE 0 0 15 Duke Energy Corporation COM 26441C204 17 233 SH SOLE 0 0 233 DUNKIN BRANDS GROUP INC COM 265504100 1 35 SH SOLE 0 0 35 Eastman Chemical Co COM 277432100 24 350 SH SOLE 0 0 350 Eaton Vance Corp COM 278265103 26 800 SH SOLE 0 0 800 EMC Corp COM 268648102 43 1660 SH SOLE 0 0 1660 Energy Select Sector SPDRA ETF 81369Y506 3 50 SH SOLE 0 0 50 Energy Transfer Partners LP COM 29273R109 4 118 SH SOLE 0 0 118 Enterprise Products Partners LP COM 293792107 10 400 SH SOLE 0 0 400 ETFS Physical Palladium Shares ETF 26923A106 5 100 SH SOLE 0 0 100 Exelon Corp COM 30161N101 14 516 SH SOLE 0 0 516 Express Scripts COM 30219G108 83 953 SH SOLE 0 0 953 Exxon Mobil Corporation COM 30231G102 273 3504 SH SOLE 0 0 3504 Facebook Inc COM 30303M102 33 312 SH SOLE 0 0 312 Financial Select Sector SPDRA ETF 81369Y605 13 545 SH SOLE 0 0 545 First Trust Health Care AlphaDEX ETF 33734X143 14 231 SH SOLE 0 0 231 First Trust ISE Chindia Idx COM 33733A102 11 381 SH SOLE 0 0 381 First Trust NASDAQ Global Auto Index ETF 33734X309 4 100 SH SOLE 0 0 100 First Trust US IPO Index ETF 336920103 1016 19874 SH SOLE 0 0 19874 Fitbit Inc Cl A COM 33812L102 6 210 SH SOLE 0 0 210 Ford Motor Company COM 345370860 28 2000 SH SOLE 0 0 2000 Freeport-McMoran Copper & Gold COM 35671D857 22 3298 SH SOLE 0 0 3298 Frontier Communications Corp COM 31822Q103 2 351 SH SOLE 0 0 351 FS Investment Corp COM 302635107 2 200 SH SOLE 0 0 200 GENERAL ELECTRIC COMPANY COM 369604103 30 974 SH SOLE 0 0 974 Geospace Technologies Corp COM 37364X109 0 30 SH SOLE 0 0 30 GILEAD SCIENCES INC. COM 375558103 13 126 SH SOLE 0 0 126 Godaddy Inc COM 380237107 1 38 SH SOLE 0 0 38 Goldcorp Inc COM 380956409 756 65405 SH SOLE 0 0 65405 Google Inc COM 02079K305 19 24 SH SOLE 0 0 24 GOOGLE INC. CLASS C COM 02079K107 20 26 SH SOLE 0 0 26 Groupon Inc COM 399473107 0 80 SH SOLE 0 0 80 Guggenheim BulletShrs2017 Corp Bd ETF ETF 18383M548 615 27327 SH SOLE 0 0 27327 Guggenheim BulletShrs2018 Corp Bd ETF ETF 18383M530 2780 132267 SH SOLE 0 0 132267 Guggenheim BulletShrs2019 Corp Bd ETF ETF 18383M522 1617 77490 SH SOLE 0 0 77490 Guggenheim S&P 500A Equal Weight ETF 78355W106 19 250 SH SOLE 0 0 250 H&R Block Inc COM 093671105 14 406 SH SOLE 0 0 406 Harley-Davidson Inc COM 412822108 7 150 SH SOLE 0 0 150 Health Care Select Sector SPDR ETF 81369Y209 1724 23937 SH SOLE 0 0 23937 Hershey Co COM 427866108 7 82 SH SOLE 0 0 82 HOME DEPOT INC. COM 437076102 20 155 SH SOLE 0 0 155 Industrial Select Sector SPDRA ETF 81369Y704 5 100 SH SOLE 0 0 100 iPath DJ-UBS Cotton TR Sub-Idx ETN ETN 06739H271 29 700 SH SOLE 0 0 700 iPath DJ-UBS Sugar TR Sub-Idx ETN ETN 06739H214 21 600 SH SOLE 0 0 600 iShares 7-10 Year Treasury Bond ETF 464287440 5494 52031 SH SOLE 0 0 52031 iShares Core MSCI Total Intl Stk ETF 46432F834 550 11121 SH SOLE 0 0 11121 iShares Core S&P 500 ETF 464287200 2 12 SH SOLE 0 0 12 iShares Core S&P Mid-Cap ETF 464287507 1 5 SH SOLE 0 0 5 iShares Core S&P Small-Cap ETF 464287804 26 239 SH SOLE 0 0 239 iShares Core S&P Total US Stock Mkt ETF 464287150 3 35 SH SOLE 0 0 35 iShares Core US Aggregate Bond ETF 464287226 616 5703 SH SOLE 0 0 5703 iShares DJ US Total Market Index ETF 464287846 9276 90969 SH SOLE 0 0 90969 iShares Europe ETF 464287861 14 352 SH SOLE 0 0 352 iShares Floating Rate Bond ETF 46429B655 3 55 SH SOLE 0 0 55 iShares Global Timber & Forestry ETF 464288174 2 50 SH SOLE 0 0 50 iShares Gold Trust ETF 464285105 3118 304741 SH SOLE 0 0 304741 iShares High Dividend ETF 46429B663 2759 37589 SH SOLE 0 0 37589 iShares JPMorgan USD Emerg Markets Bond ETF 464288281 3 24 SH SOLE 0 0 24 iShares Morningstar Small-Cap Growth ETF 464288604 5 35 SH SOLE 0 0 35 iShares MSCI Emerging Markets ETF 464287234 9 282 SH SOLE 0 0 282 iShares MSCI Glbl Agriculture Producers ETF 464286350 2 96 SH SOLE 0 0 96 iShares MSCI Global Gold Miners ETF 464286335 16 2946 SH SOLE 0 0 2946 iShares MSCI Russia Capped Index ETF 46434G806 33 3000 SH SOLE 0 0 3000 iShares North American Natural Resources ETF 464287374 14 511 SH SOLE 0 0 511 iShares Russell 2000 ETF 464287655 1687 14983 SH SOLE 0 0 14983 iShares Russell 3000 ETF 464287689 5345 44428 SH SOLE 0 0 44428 iShares S&P 100 Index Fund CBOE ETF 464287101 306 3355 SH SOLE 0 0 3355 iShares S&P 500 Growth ETF 464287309 145 1252 SH SOLE 0 0 1252 Ishares S&P GSCI Commodity-Indexed Trust ETF 46428R107 11 775 SH SOLE 0 0 775 iShares Select Dividend ETF 464287168 44 588 SH SOLE 0 0 588 Ishares Silver Trust ETF 46428Q109 80 6053 SH SOLE 0 0 6053 iShares Tr MSCI USA MinVolatility ETF 46429B697 19035 455158 SH SOLE 0 0 455158 iShares US Aerospace & Defense ETF 464288760 27 230 SH SOLE 0 0 230 iShares US Home Construction ETF 464288752 5 200 SH SOLE 0 0 200 iShares US Industrials ETF 464287754 1 9 SH SOLE 0 0 9 iShares US Preferred Stock ETF 464288687 3 80 SH SOLE 0 0 80 iShares US Real Estate ETF 464287739 2577 34321 SH SOLE 0 0 34321 JC Penney Co Inc COM 708160106 1 150 SH SOLE 0 0 150 Johnson and Johnson COM 478160104 39 379 SH SOLE 0 0 379 JPMorgan Alerian MLP ETN ETN 46625H365 10 335 SH SOLE 0 0 335 Kohl s Corp COM 500255104 0 2 SH SOLE 0 0 2 Kraft Heinz Co COM 500754106 4 50 SH SOLE 0 0 50 Lockheed Martin Corp COM 539830109 25 114 SH SOLE 0 0 114 lowes companies incorporated COM 548661107 0 1 SH SOLE 0 0 1 Lumber Liquidators Holdings Inc COM 55003T107 2 100 SH SOLE 0 0 100 Magellan Midstream Partners L.P. COM 559080106 20 300 SH SOLE 0 0 300 Mallinckrodt PLC SHS G5785G107 0 1 SH SOLE 0 0 1 Manulife Financial Corporation COM 56501R106 4 270 SH SOLE 0 0 270 Marathon Oil Corp COM 565849106 2 188 SH SOLE 0 0 188 Market Vectors Agribusiness ETF ETF 57060U605 18 395 SH SOLE 0 0 395 Market Vectors Gold Miners ETF ETF 57060U100 23 1670 SH SOLE 0 0 1670 Market Vectors Junior Gold Miners ETF ETF 57061R544 6 300 SH SOLE 0 0 300 Market Vectors Russia ETF ETF 57060U506 5 318 SH SOLE 0 0 318 MasterCard Inc COM 57636Q104 104 1070 SH SOLE 0 0 1070 Materials Select Sector SPDRA ETF 81369Y100 1 18 SH SOLE 0 0 18 McCormick & Company Inc COM 579780206 619 7239 SH SOLE 0 0 7239 McCormick & Company Inc COM 579780107 374 4380 SH SOLE 0 0 4380 McDonald s Corp COM 580135101 15 124 SH SOLE 0 0 124 Medtronic Inc SHS G5960L103 1 9 SH SOLE 0 0 9 MERCK & CO. INC. COM 58933Y105 136 2573 SH SOLE 0 0 2573 MetLife Inc COM 59156R108 4 78 SH SOLE 0 0 78 Michael Kors Holdings Ltd SHS G60754101 3 65 SH SOLE 0 0 65 Microsoft Corp COM 594918104 175 3161 SH SOLE 0 0 3161 MONDELEZ INTL INC COM 609207105 7 150 SH SOLE 0 0 150 Morgan Stanley COM 617446448 3 100 SH SOLE 0 0 100 NETFLIX INC. COM 64110L106 4 33 SH SOLE 0 0 33 Newmont Mining Corp COM 651639106 58 3220 SH SOLE 0 0 3220 Nordstrom Inc COM 655664100 2 45 SH SOLE 0 0 45 Northrop Grumman Corp COM 666807102 3 15 SH SOLE 0 0 15 Nucor Corp COM 670346105 10 245 SH SOLE 0 0 245 Nuveen MD Premium Income Muni Common COM 67061Q107 17 1310 SH SOLE 0 0 1310 Olin Corp COM 680665205 1 50 SH SOLE 0 0 50 Omega Healthcare Investors Inc COM 681936100 13 384 SH SOLE 0 0 384 Paychex Inc COM 704326107 8 160 SH SOLE 0 0 160 Pentair Plc SHS G7S00T104 9 177 SH SOLE 0 0 177 PepsiCo Inc COM 713448108 2 20 SH SOLE 0 0 20 Pfizer Inc COM 717081103 12 374 SH SOLE 0 0 374 PIMCO 1-3 Year US Treasury Index ETF ETF 72201R106 6246 123294 SH SOLE 0 0 123294 PIMCO Enhanced Short Maturity ETF ETF 72201R833 7166 71224 SH SOLE 0 0 71224 Pinnacle Foods Inc COM 72348P104 8 200 SH SOLE 0 0 200 PNC Financial Services Group Inc COM 693475105 29 308 SH SOLE 0 0 308 Potash Corp of Saskatchewan Inc COM 73755L107 1 30 SH SOLE 0 0 30 PowerShares Buyback Achievers ETF 73935X286 2681 58979 SH SOLE 0 0 58979 PowerShares Cleantech ETF 73935X278 0 5 SH SOLE 0 0 5 PowerShares DB Commodity Index Tracking ETF 73935S105 4 300 SH SOLE 0 0 300 PowerShares Insured National Muni Bond ETF 73936T474 1 50 SH SOLE 0 0 50 Powershares QQQ Trust ETF 73935A104 14746 131828 SH SOLE 0 0 131828 PPL Corp COM 69351T106 73 2138 SH SOLE 0 0 2138 Procter & Gamble Co COM 742718109 16 202 SH SOLE 0 0 202 ProShares Short S&P500 ETF 74347R503 10 492 SH SOLE 0 0 492 Prothena Corp PLC SHS G72800108 0 1 SH SOLE 0 0 1 Qualcomm Inc COM 747525103 78 1567 SH SOLE 0 0 1567 Realty Income Corp COM 756109104 23 455 SH SOLE 0 0 455 Rockwell Automation Inc COM 773903109 29 282 SH SOLE 0 0 282 Rockwell Collins Inc COM 774341101 50 546 SH SOLE 0 0 546 Rockwell Medical Inc COM 774374102 161 15735 SH SOLE 0 0 15735 SAP SE ADR ADR 803054204 8 100 SH SOLE 0 0 100 Schlumberger NV COM 806857108 12 165 SH SOLE 0 0 165 Smith & Wesson Holding Corporation COM 831756101 8 358 SH SOLE 0 0 358 SolarCity Corp COM 83416T100 11 210 SH SOLE 0 0 210 Southwest Airlines Co COM 844741108 3 65 SH SOLE 0 0 65 SPDR S&P 500 ETF ETF 78462F103 31087 152485 SH SOLE 0 0 152485 SPDR S&P Dividend ETF ETF 78464A763 4479 60878 SH SOLE 0 0 60878 SPDR S&P MidCap 400 ETF 78467Y107 1458 5739 SH SOLE 0 0 5739 SPDR S&P Emerging Asia Pacific ETF ETF 78463X301 1 14 SH SOLE 0 0 14 Starbucks Corp COM 855244109 69 1148 SH SOLE 0 0 1148 Starwood Property Trust Inc. COM 85571B105 4 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 6 48 SH SOLE 0 0 48 Stryker Corporation COM 863667101 19 200 SH SOLE 0 0 200 Sun Life Financial Inc COM 866796105 49 1566 SH SOLE 0 0 1566 SunCoke Energy Inc COM 86722A103 0 119 SH SOLE 0 0 119 T. Rowe Price Group Inc COM 74144T108 61 860 SH SOLE 0 0 860 Talen Energy Corp COM 87422J105 2 267 SH SOLE 0 0 267 TE Connectivity Ltd SHS H84989104 1 10 SH SOLE 0 0 10 Technology Select Sector SPDRA ETF 81369Y803 3 76 SH SOLE 0 0 76 TESLA MTRS INC COM 88160R101 21 88 SH SOLE 0 0 88 Teva Pharmaceutical Industries Ltd ADR 881624209 4 65 SH SOLE 0 0 65 Texas Instruments Inc COM 882508104 33 594 SH SOLE 0 0 594 Thor Industries Inc COM 885160101 19 334 SH SOLE 0 0 334 Travelers Companies Inc COM 89417E109 17 150 SH SOLE 0 0 150 Twitter Inc COM 90184L102 2 70 SH SOLE 0 0 70 Tyco International Ltd SHS G91442106 1 17 SH SOLE 0 0 17 UNDER ARMOUR INC. COM 904311107 191 2372 SH SOLE 0 0 2372 United Parcel Service Inc (UPS) COM 911312106 2 25 SH SOLE 0 0 25 UnitedHealth Group Inc COM 91324P102 6 50 SH SOLE 0 0 50 Valero Energy Corp COM 91913Y100 2 25 SH SOLE 0 0 25 Valero Energy Partners LP COM 91914J102 8 150 SH SOLE 0 0 150 Vanguard Dividend Apprec Idx ETF ETF 921908844 26 331 SH SOLE 0 0 331 Vanguard Emerging Markets Stock Idx ETF ETF 922042858 17 511 SH SOLE 0 0 511 Vanguard European Stock Index ETF ETF 922042874 8 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 14 378 SH SOLE 0 0 378 Vanguard REIT ETF ETF 922908553 6 70 SH SOLE 0 0 70 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 6766 85659 SH SOLE 0 0 85659 Ventas Inc COM 92276F100 4 75 SH SOLE 0 0 75 Verizon Communications Inc COM 92343V104 117 2537 SH SOLE 0 0 2537 Viacom Inc COM 92553P201 20 475 SH SOLE 0 0 475 Visa Inc COM 92826C839 5 60 SH SOLE 0 0 60 Wal-Mart Stores Inc COM 931142103 22 354 SH SOLE 0 0 354 Washington REIT COM 939653101 22 800 SH SOLE 0 0 800 Whole Foods Market Inc COM 966837106 4 130 SH SOLE 0 0 130 WisdomTree Dividend ex-Financials ETF 97717W406 5289 75250 SH SOLE 0 0 75250 WisdomTree Europe Hedged Equity ETF ETF 97717X701 705 13100 SH SOLE 0 0 13100 Xcel Energy Inc COM 98389B100 24 658 SH SOLE 0 0 658 XL Group PLC SHS G98290102 5 125 SH SOLE 0 0 125 Yamana Gold Inc COM 98462Y100 15 8000 SH SOLE 0 0 8000