Chief Compliance Officer

0001574010-15-000006.txt : 20151207 0001574010-15-000006.hdr.sgml : 20151207 20151207110255 ACCESSION NUMBER: 0001574010-15-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20151207 DATE AS OF CHANGE: 20151207 EFFECTIVENESS DATE: 20151207 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: 151271704 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 03-31-2015 03-31-2015 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 12-04-2015 0 236 147130 false INFORMATION TABLE 2 lowefs13f1q2015.xml Adecoagro SA COM L00849106 61 6000 SH SOLE 0 0 6000 ADT Corp COM 00101J106 0 5 SH SOLE 0 0 5 Aetna Inc COM 00817Y108 0 1 SH SOLE 0 0 1 Agnico Eagle Mines Ltd COM 008474108 12 440 SH SOLE 0 0 440 Alcatel-Lucent ADR 013904305 0 123 SH SOLE 0 0 123 ALPS Alerian MLP ETF ETF 00162Q866 7 440 SH SOLE 0 0 440 Altria Group Inc COM 02209S103 145 2900 SH SOLE 0 0 2900 Amazon.com Inc COM 023135106 9 23 SH SOLE 0 0 23 American Electric Power Co Inc COM 025537101 29 511 SH SOLE 0 0 511 APPLE INC. COM 037833100 286 2299 SH SOLE 0 0 2299 Archer-Daniels Midland Co COM 039483102 1 30 SH SOLE 0 0 30 ASTRAZENECA PLC -SPONS ADR ADR 046353108 3 50 SH SOLE 0 0 50 AT&T Inc COM 00206R102 1390 42564 SH SOLE 0 0 42564 Avago Technologies Ltd SHS Y0486S104 6 50 SH SOLE 0 0 50 Bank of America Corporation COM 060505104 4 280 SH SOLE 0 0 280 Barclays S&P 500 Dynamic VEQTOR ETN ETN 06740C337 6222 41875 SH SOLE 0 0 41875 Baxter International Inc COM 071813109 3 50 SH SOLE 0 0 50 BB&T Corp COM 054937107 14 349 SH SOLE 0 0 349 Biota Pharmaceuticals Inc COM 090694100 0 3 SH SOLE 0 0 3 BlackRock Inc COM 09247X101 4 10 SH SOLE 0 0 10 Boeing Co COM 097023105 4 25 SH SOLE 0 0 25 BP PLC ADR 055622104 68 1740 SH SOLE 0 0 1740 Bristol-Myers Squibb Company COM 110122108 79 1225 SH SOLE 0 0 1225 Broadcom Corp COM 111320107 2 50 SH SOLE 0 0 50 Buckeye Partners LP UNIT LTD PARTN 118230101 68 900 SH SOLE 0 0 900 Builders FirstSource Inc COM 12008R107 9 1400 SH SOLE 0 0 1400 Cameco Corp COM 13321L108 37 2670 SH SOLE 0 0 2670 CBS Corp COM 124857202 75 1242 SH SOLE 0 0 1242 Chesapeake Energy Corp COM 165167107 1 48 SH SOLE 0 0 48 CHEVRON CORPORATION COM 166764100 119 1136 SH SOLE 0 0 1136 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 203 5016 SH SOLE 0 0 5016 Cognizant Technology Solutions Corp COM 192446102 12 200 SH SOLE 0 0 200 Colgate-Palmolive Co COM 194162103 139 2000 SH SOLE 0 0 2000 Comcast Corp COM 20030N101 110 1952 SH SOLE 0 0 1952 Constellation Brands Inc COM 21036P108 35 300 SH SOLE 0 0 300 Consumer Discret Select Sector SPDR ETF 81369Y407 3 45 SH SOLE 0 0 45 Consumer Staples Select Sector SPDR ETF 81369Y308 2 45 SH SOLE 0 0 45 Costco Wholesale Corp COM 22160K105 15 100 SH SOLE 0 0 100 Cree Inc COM 225447101 1 32 SH SOLE 0 0 32 CSR PLC ADR 12640Y205 0 6 SH SOLE 0 0 6 Cst Brands Inc COM 12646R105 0 2 SH SOLE 0 0 2 CVS CAREMARK CORPORATION COM 126650100 16 157 SH SOLE 0 0 157 Deere & Co COM 244199105 2 18 SH SOLE 0 0 18 Denbury Resources Inc COM 247916208 9 1260 SH SOLE 0 0 1260 Diamond Offshore Drilling Inc COM 25271C102 18 660 SH SOLE 0 0 660 DISNEY WALT COMPANY COM 254687106 37 352 SH SOLE 0 0 352 DNP Select Income Common COM 23325P104 79 7494 SH SOLE 0 0 7494 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 Duff&Phelps Global Utility Inc Ord COM 26433C105 42 2116 SH SOLE 0 0 2116 Duke Energy Corporation COM 26441C204 61 799 SH SOLE 0 0 799 DUNKIN BRANDS GROUP INC COM 265504100 2 35 SH SOLE 0 0 35 Eastman Chemical Co COM 277432100 24 350 SH SOLE 0 0 350 Eaton Vance Corp COM 278265103 33 800 SH SOLE 0 0 800 EMC Corp COM 268648102 33 1310 SH SOLE 0 0 1310 Energy Select Sector SPDR ETF 81369Y506 7 84 SH SOLE 0 0 84 Enterprise Products Partners LP COM 293792107 154 4670 SH SOLE 0 0 4670 ETFS Physical Palladium Shares ETF 26923A106 7 100 SH SOLE 0 0 100 Exelon Corp COM 30161N101 17 516 SH SOLE 0 0 516 Express Scripts COM 30219G108 197 2274 SH SOLE 0 0 2274 Exxon Mobil Corporation COM 30231G102 304 3579 SH SOLE 0 0 3579 Facebook Inc COM 30303M102 26 312 SH SOLE 0 0 312 Financial Select Sector SPDR ETF 81369Y605 0 18 SH SOLE 0 0 18 First Trust Health Care AlphaDEX ETF 33734X143 15 231 SH SOLE 0 0 231 First Trust ISE Chindia Idx COM 33733A102 12 381 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 4105 76279 SH SOLE 0 0 76279 Ford Motor Company COM 345370860 16 1000 SH SOLE 0 0 1000 Freeport-McMoran Copper & Gold COM 35671D857 34 1783 SH SOLE 0 0 1783 Frontier Communications Corp COM 31822Q103 5 670 SH SOLE 0 0 670 GENERAL ELECTRIC COMPANY COM 369604103 15 608 SH SOLE 0 0 608 General Mills Inc COM 370334104 98 1729 SH SOLE 0 0 1729 Geospace Technologies Corp COM 37364X109 0 30 SH SOLE 0 0 30 GlaxoSmithKline PLC ADR 37733W105 46 1000 SH SOLE 0 0 1000 Global X Copper Miners ETF ETF 37950E861 1 100 SH SOLE 0 0 100 Google Inc COM 02079K305 4 8 SH SOLE 0 0 8 GOOGLE INC. CLASS C COM 02079K107 5 10 SH SOLE 0 0 10 Groupon Inc COM 399473107 1 80 SH SOLE 0 0 80 Guggenheim BulletShrs 2018 Corp Bd ETF ETF 18383M530 1450 67995 SH SOLE 0 0 67995 H&R Block Inc COM 093671105 13 406 SH SOLE 0 0 406 Halliburton Co COM 406216101 22 493 SH SOLE 0 0 493 Health Care Select Sector SPDR ETF 81369Y209 4 59 SH SOLE 0 0 59 Hershey Co COM 427866108 8 79 SH SOLE 0 0 79 HOME DEPOT INC. COM 437076102 18 155 SH SOLE 0 0 155 Industrial Select Sector SPDR ETF 81369Y704 6 100 SH SOLE 0 0 100 INTEL CORP COM 458140100 3 85 SH SOLE 0 0 85 International Business Machines Corp COM 459200101 126 788 SH SOLE 0 0 788 iPath DJ-UBS Cotton TR Sub-Idx ETN ETN 06739H271 30 700 SH SOLE 0 0 700 iPath DJ-UBS Sugar TR Sub-Idx ETN ETN 06739H214 18 600 SH SOLE 0 0 600 iShares Core S&P Small-Cap ETF 464287804 56 477 SH SOLE 0 0 477 iShares Core S&P Total US Stock Mkt ETF 464287150 3 35 SH SOLE 0 0 35 iShares DJ US Total Market Index ETF 464287846 9464 90260 SH SOLE 0 0 90260 iShares Europe ETF 464287861 18 398 SH SOLE 0 0 398 iShares Floating Rate Bond ETF 46429B655 3 55 SH SOLE 0 0 55 iShares Global Timber & Forestry ETF 464288174 3 50 SH SOLE 0 0 50 iShares Gold Trust ETF 464285105 3274 285906 SH SOLE 0 0 285906 iShares High Dividend ETF 46429B663 2613 34845 SH SOLE 0 0 34845 iShares JPMorgan USD Emerg Markets Bond ETF 464288281 3 24 SH SOLE 0 0 24 iShares MBS ETF 464288588 4 38 SH SOLE 0 0 38 iShares Morningstar Small-Cap Growth ETF 464288604 5 35 SH SOLE 0 0 35 iShares MSCI Emerging Markets ETF 464287234 11 282 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 17 2246 SH SOLE 0 0 2246 iShares MSCI Japan ETF 464286848 65 5185 SH SOLE 0 0 5185 iShares MSCI Russia Capped Index ETF 46434G806 39 3000 SH SOLE 0 0 3000 Ishares Nasdaq Biotechnology ETF 464287556 1 3 SH SOLE 0 0 3 iShares Russell 2000 ETF 464287655 1725 13872 SH SOLE 0 0 13872 iShares Russell 3000 ETF 464287689 5686 45912 SH SOLE 0 0 45912 iShares S&P 100 Index Fund CBOE ETF 464287101 305 3381 SH SOLE 0 0 3381 iShares S&P 500 Growth ETF 464287309 143 1252 SH SOLE 0 0 1252 Ishares S&P GSCI Commodity-Indexed Trust ETF 46428R107 15 775 SH SOLE 0 0 775 iShares Select Dividend ETF 464287168 46 588 SH SOLE 0 0 588 Ishares Silver Trust ETF 46428Q109 96 6053 SH SOLE 0 0 6053 iShares Tr MSCI USA MinVolatility ETF 46429B697 17928 434502 SH SOLE 0 0 434502 iShares US Aerospace & Defense ETF 464288760 28 230 SH SOLE 0 0 230 iShares US Home Construction ETF 464288752 6 200 SH SOLE 0 0 200 iShares US Industrials ETF 464287754 1 9 SH SOLE 0 0 9 iShares US Preferred Stock ETF 464288687 56 1390 SH SOLE 0 0 1390 iShares US Real Estate ETF 464287739 18 231 SH SOLE 0 0 231 iShares US Regional Banks ETF 464288778 2576 73880 SH SOLE 0 0 73880 JC Penney Co Inc COM 708160106 1 150 SH SOLE 0 0 150 Johnson and Johnson COM 478160104 33 329 SH SOLE 0 0 329 JPMorgan Chase & Co COM 46625H100 3 50 SH SOLE 0 0 50 Kinder Morgan Inc. COM 49456B101 106 2514 SH SOLE 0 0 2514 Kraft Foods Group Inc COM 50076Q106 7 86 SH SOLE 0 0 86 Linn Energy LLC UNIT LTD LIAB 536020100 17 1500 SH SOLE 0 0 1500 LinnCo LLC COM 535782106 0 51 SH SOLE 0 0 51 Lockheed Martin Corp COM 539830109 23 114 SH SOLE 0 0 114 Lumber Liquidators Holdings Inc COM 55003T107 4 140 SH SOLE 0 0 140 Mallinckrodt PLC SHS G5785G107 0 1 SH SOLE 0 0 1 Manulife Financial Corporation COM 56501R106 5 270 SH SOLE 0 0 270 Marathon Oil Corp COM 565849106 5 188 SH SOLE 0 0 188 Marathon Petroleum Corp COM 56585A102 1 13 SH SOLE 0 0 13 Market Vectors Agribusiness ETF ETF 57060U605 21 395 SH SOLE 0 0 395 Market Vectors Gold Miners ETF ETF 57060U100 11 600 SH SOLE 0 0 600 Market Vectors Junior Gold Miners ETF ETF 57061R544 7 300 SH SOLE 0 0 300 Market Vectors Russia ETF ETF 57060U506 4 250 SH SOLE 0 0 250 MasterCard Inc COM 57636Q104 89 1030 SH SOLE 0 0 1030 Materials Select Sector SPDR ETF 81369Y100 1 18 SH SOLE 0 0 18 Maxim Integrated Products Inc COM 57772K101 3 100 SH SOLE 0 0 100 McCormick & Company Inc COM 579780206 542 7027 SH SOLE 0 0 7027 McCormick & Company Inc COM 579780107 340 4380 SH SOLE 0 0 4380 McDonald s Corp COM 580135101 90 924 SH SOLE 0 0 924 Medtronic Inc SHS G5960L103 1 9 SH SOLE 0 0 9 MERCK & CO. 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UNIT COM 67058H102 55 900 SH SOLE 0 0 900 Nuveen Energy MLP Total Return Common COM 67074U103 32 1731 SH SOLE 0 0 1731 Nuveen MD Premium Income Muni Common COM 67061Q107 17 1310 SH SOLE 0 0 1310 Olin Corp COM 680665205 2 50 SH SOLE 0 0 50 Paychex Inc COM 704326107 8 160 SH SOLE 0 0 160 Pentair Plc SHS G7S00T104 5 77 SH SOLE 0 0 77 Pepco Holdings Inc COM 713291102 3 101 SH SOLE 0 0 101 PepsiCo Inc COM 713448108 2 20 SH SOLE 0 0 20 Pfizer Inc COM 717081103 16 474 SH SOLE 0 0 474 Philip Morris International Inc COM 718172109 68 900 SH SOLE 0 0 900 PIMCO 1-3 Year US Treasury Index ETF ETF 72201R106 6365 124802 SH SOLE 0 0 124802 PIMCO Enhanced Short Maturity ETF ETF 72201R833 7354 72709 SH SOLE 0 0 72709 Pioneer Natural Resources Co COM 723787107 80 489 SH SOLE 0 0 489 PNC Financial Services Group Inc COM 693475105 35 378 SH SOLE 0 0 378 Potash Corp of Saskatchewan Inc COM 73755L107 1 30 SH SOLE 0 0 30 PowerShares Buyback Achievers ETF 73935X286 2799 56773 SH SOLE 0 0 56773 PowerShares Cleantech ETF 73935X278 0 5 SH SOLE 0 0 5 PowerShares DB Commodity Index Tracking ETF 73935S105 5 300 SH SOLE 0 0 300 PowerShares Dynamic Biotech & Genome ETF 73935X856 149 2700 SH SOLE 0 0 2700 PowerShares Insured National Muni Bond ETF 73936T474 1 50 SH SOLE 0 0 50 Powershares QQQ Trust ETF 73935A104 13764 130339 SH SOLE 0 0 130339 PowerShares Water Resources ETF 73935X575 2410 96782 SH SOLE 0 0 96782 PPL Corp COM 69351T106 72 2138 SH SOLE 0 0 2138 Priceline Group Inc COM 741503403 1 1 SH SOLE 0 0 1 Procter & Gamble Co COM 742718109 15 177 SH SOLE 0 0 177 ProShares Short S&P500 ETF 74347R503 1 50 SH SOLE 0 0 50 Prothena Corp PLC SHS G72800108 0 1 SH SOLE 0 0 1 Prudential Financial Inc COM 744320102 1 11 SH SOLE 0 0 11 Qualcomm Inc COM 747525103 98 1418 SH SOLE 0 0 1418 Realty Income Corp COM 756109104 23 455 SH SOLE 0 0 455 Rockwell Automation Inc COM 773903109 50 429 SH SOLE 0 0 429 Rockwell Collins Inc COM 774341101 53 546 SH SOLE 0 0 546 Royal Dutch Shell PLC ADR 780259206 48 800 SH SOLE 0 0 800 Schlumberger NV COM 806857108 14 165 SH SOLE 0 0 165 Smith & Wesson Holding Corporation COM 831756101 4 350 SH SOLE 0 0 350 Southwest Airlines Co COM 844741108 4 100 SH SOLE 0 0 100 SPDR S&P 500 ETF ETF 78462F103 30654 148498 SH SOLE 0 0 148498 SPDR S&P Dividend ETF ETF 78464A763 4740 60617 SH SOLE 0 0 60617 SPDR S&P MidCap 400 ETF 78467Y107 1477 5328 SH SOLE 0 0 5328 SPDR DB Intl Govt Inflation-Prot Bd ETF ETF 78464A490 5 91 SH SOLE 0 0 91 Staples Inc COM 855030102 33 2000 SH SOLE 0 0 2000 Starbucks Corp COM 855244109 53 564 SH SOLE 0 0 564 Stericycle Inc COM 858912108 12 89 SH SOLE 0 0 89 Stratasys Ltd SHS M85548101 18 346 SH SOLE 0 0 346 Stryker Corporation COM 863667101 9 100 SH SOLE 0 0 100 Sun Life Financial Inc COM 866796105 65 2095 SH SOLE 0 0 2095 T. Rowe Price Group Inc COM 74144T108 70 860 SH SOLE 0 0 860 TE Connectivity Ltd SHS H84989104 1 10 SH SOLE 0 0 10 Technology Select Sector SPDR ETF 81369Y803 3 76 SH SOLE 0 0 76 TESLA MTRS INC COM 88160R101 9 50 SH SOLE 0 0 50 Teva Pharmaceutical Industries Ltd ADR 881624209 4 64 SH SOLE 0 0 64 Texas Instruments Inc COM 882508104 34 594 SH SOLE 0 0 594 Thomson Reuters Corp COM 884903105 4 100 SH SOLE 0 0 100 Thor Industries Inc COM 885160101 21 334 SH SOLE 0 0 334 Tyco International Ltd SHS G91442106 1 17 SH SOLE 0 0 17 UNDER ARMOUR INC. COM 904311107 161 1997 SH SOLE 0 0 1997 United Parcel Service Inc (UPS) COM 911312106 2 25 SH SOLE 0 0 25 United States Oil ETF ETF 91232N108 1 45 SH SOLE 0 0 45 UnitedHealth Group Inc COM 91324P102 6 50 SH SOLE 0 0 50 Valero Energy Corp COM 91913Y100 2 25 SH SOLE 0 0 25 Vanguard Emerging Markets Stock Idx ETF ETF 922042858 19 456 SH SOLE 0 0 456 Vanguard European Stock Index ETF ETF 922042874 9 165 SH SOLE 0 0 165 Vanguard Financials ETF ETF 92204A405 2 37 SH SOLE 0 0 37 Vanguard Industrials ETF ETF 92204A603 5 44 SH SOLE 0 0 44 Vanguard Information Technology ETF ETF 92204A702 6 61 SH SOLE 0 0 61 Vanguard Materials ETF ETF 92204A801 1 5 SH SOLE 0 0 5 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 5974 74482 SH SOLE 0 0 74482 Verizon Communications Inc COM 92343V104 179 3691 SH SOLE 0 0 3691 VF Corp COM 918204108 173 2300 SH SOLE 0 0 2300 Viacom Inc COM 92553P201 32 475 SH SOLE 0 0 475 Visa Inc COM 92826C839 4 60 SH SOLE 0 0 60 Vodafone Group PLC ADR 92857W308 4 109 SH SOLE 0 0 109 Wal-Mart Stores Inc COM 931142103 25 308 SH SOLE 0 0 308 Washington REIT COM 939653101 14 500 SH SOLE 0 0 500 Whole Foods Market Inc COM 966837106 3 66 SH SOLE 0 0 66 WisdomTree Dividend ex-Financials ETF 97717W406 6515 85836 SH SOLE 0 0 85836 WisdomTree Europe Hedged Equity ETF ETF 97717X701 795 12020 SH SOLE 0 0 12020 Xcel Energy Inc COM 98389B100 23 658 SH SOLE 0 0 658 Yamana Gold Inc SHS 98462Y100 16 4500 SH SOLE 0 0 4500 Zimmer Holdings Inc COM 98956P102 94 800 SH SOLE 0 0 800