Chief Compliance Officer

0001574010-16-000011.txt : 20160411 0001574010-16-000011.hdr.sgml : 20160411 20160411103656 ACCESSION NUMBER: 0001574010-16-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160411 DATE AS OF CHANGE: 20160411 EFFECTIVENESS DATE: 20160411 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: 161564270 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 03-31-2016 03-31-2016 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 04-11-2016 0 230 145699 false INFORMATION TABLE 2 lowefs13f1q2016.xml ABBOTT LABORATORIES COM 002824100 6 150 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 Advanced Battery Technologies Inc COM 00752H102 0 30 SH SOLE 0 0 30 Aetna Inc COM 00817Y108 0 1 SH SOLE 0 0 1 Agnico Eagle Mines Ltd COM 008474108 16 440 SH SOLE 0 0 440 ALPS Alerian MLP ETF ETF 00162Q866 8 692 SH SOLE 0 0 692 Altria Group Inc COM 02209S103 16 250 SH SOLE 0 0 250 Amazon.com Inc COM 023135106 14 23 SH SOLE 0 0 23 American Electric Power Co Inc COM 025537101 34 511 SH SOLE 0 0 511 American Express Co COM 025816109 1 20 SH SOLE 0 0 20 APPLE INC. COM 037833100 278 2552 SH SOLE 0 0 2552 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 1744 44535 SH SOLE 0 0 44535 Avago Technologies Ltd SHS Y09827109 11 71 SH SOLE 0 0 71 Bank of America Corporation COM 060505104 4 280 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 4 130 SH SOLE 0 0 130 Berkshire Hathaway Inc COM 084670702 14 100 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 3 25 SH SOLE 0 0 25 BP PLC ADR 055622104 53 1744 SH SOLE 0 0 1744 Bristol-Myers Squibb Company COM 110122108 40 625 SH SOLE 0 0 625 Brown-Forman Corp COM 115637209 2 18 SH SOLE 0 0 18 Builders FirstSource Inc COM 12008R107 16 1400 SH SOLE 0 0 1400 Cameco Corp COM 13321L108 34 2670 SH SOLE 0 0 2670 CATERPILLAR INC. COM 149123101 4 54 SH SOLE 0 0 54 CBS Corp COM 124857202 68 1242 SH SOLE 0 0 1242 Chesapeake Energy Corp COM 165167107 0 48 SH SOLE 0 0 48 CHEVRON CORPORATION COM 166764100 100 1044 SH SOLE 0 0 1044 Chipotle Mexican Grill Inc COM 169656105 7 14 SH SOLE 0 0 14 Cisco Systems Inc COM 17275R102 2 70 SH SOLE 0 0 70 Coca-Cola Co COM 191216100 99 2131 SH SOLE 0 0 2131 Cognex Corp COM 192422103 5 125 SH SOLE 0 0 125 Cognizant Technology Solutions Corp COM 192446102 13 200 SH SOLE 0 0 200 Colgate-Palmolive Co COM 194162103 14 200 SH SOLE 0 0 200 Comcast Corp COM 20030N101 80 1307 SH SOLE 0 0 1307 Conformis Inc COM 20717E101 2 140 SH SOLE 0 0 140 Constellation Brands Inc COM 21036P108 45 300 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 17 160 SH SOLE 0 0 160 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 41 414 SH SOLE 0 0 414 DNP Select Income Common COM 23325P104 53 5294 SH SOLE 0 0 5294 Dominion Resources Inc COM 25746U109 9 125 SH SOLE 0 0 125 Domino s Pizza Inc COM 25754A201 4 27 SH SOLE 0 0 27 Dow Chemical Co COM 260543103 1 15 SH SOLE 0 0 15 Duke Energy Corporation COM 26441C204 19 233 SH SOLE 0 0 233 DUNKIN BRANDS GROUP INC COM 265504100 2 35 SH SOLE 0 0 35 Eastman Chemical Co COM 277432100 25 350 SH SOLE 0 0 350 Eaton Vance Corp COM 278265103 27 800 SH SOLE 0 0 800 EMC Corp COM 268648102 40 1510 SH SOLE 0 0 1510 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 19 516 SH SOLE 0 0 516 Express Scripts COM 30219G108 65 953 SH SOLE 0 0 953 Exxon Mobil Corporation COM 30231G102 286 3419 SH SOLE 0 0 3419 Facebook Inc COM 30303M102 36 312 SH SOLE 0 0 312 Financial Select Sector SPDRA ETF 81369Y605 12 545 SH SOLE 0 0 545 First Trust Health Care AlphaDEX ETF 33734X143 13 231 SH SOLE 0 0 231 First Trust ISE Chindia Idx COM 33733A102 10 381 SH SOLE 0 0 381 First Trust NASDAQ Global Auto Index ETF 33734X309 3 100 SH SOLE 0 0 100 Fitbit Inc Cl A COM 33812L102 4 260 SH SOLE 0 0 260 Ford Motor Company COM 345370860 27 2000 SH SOLE 0 0 2000 Freeport-McMoran Copper & Gold COM 35671D857 36 3498 SH SOLE 0 0 3498 Frontier Communications Corp COM 31822Q103 2 351 SH SOLE 0 0 351 GENERAL ELECTRIC COMPANY COM 369604103 16 516 SH SOLE 0 0 516 Geospace Technologies Corp COM 37364X109 0 30 SH SOLE 0 0 30 GILEAD SCIENCES INC. COM 375558103 12 126 SH SOLE 0 0 126 Godaddy Inc COM 380237107 1 38 SH SOLE 0 0 38 Goldcorp Inc COM 380956409 1080 66520 SH SOLE 0 0 66520 Google Inc COM 02079K305 18 24 SH SOLE 0 0 24 GOOGLE INC. CLASS C COM 02079K107 19 26 SH SOLE 0 0 26 Groupon Inc COM 399473107 0 80 SH SOLE 0 0 80 Guggenheim BulletShrs 2017 Corp Bd ETF ETF 18383M548 597 26362 SH SOLE 0 0 26362 Guggenheim BulletShrs 2018 Corp Bd ETF ETF 18383M530 2911 137815 SH SOLE 0 0 137815 Guggenheim BulletShrs 2019 Corp Bd ETF ETF 18383M522 1816 85562 SH SOLE 0 0 85562 H&R Block Inc COM 093671105 11 406 SH SOLE 0 0 406 Health Care Select Sector SPDR ETF 81369Y209 1777 26217 SH SOLE 0 0 26217 Hershey Co COM 427866108 8 84 SH SOLE 0 0 84 HOME DEPOT INC. COM 437076102 21 155 SH SOLE 0 0 155 Industrial Select Sector SPDRA ETF 81369Y704 6 100 SH SOLE 0 0 100 iPath DJ-UBS Cotton TR Sub-Idx ETN ETN 06739H271 27 700 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 6254 56684 SH SOLE 0 0 56684 iShares Core MSCI EAFE ETF 46432F842 1 25 SH SOLE 0 0 25 iShares Core MSCI Total Intl Stk ETF 46432F834 550 11121 SH SOLE 0 0 11121 iShares Core S&P 500 ETF 464287200 47 227 SH SOLE 0 0 227 iShares Core S&P Mid-Cap ETF 464287507 1 5 SH SOLE 0 0 5 iShares Core S&P Small-Cap ETF 464287804 25 223 SH SOLE 0 0 223 iShares Core S&P Total US Stock Mkt ETF 464287150 3 35 SH SOLE 0 0 35 iShares Core US Aggregate Bond ETF 464287226 698 6297 SH SOLE 0 0 6297 iShares DJ US Total Market Index ETF 464287846 5643 55046 SH SOLE 0 0 55046 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 3903 328576 SH SOLE 0 0 328576 iShares High Dividend ETF 46429B663 2968 38049 SH SOLE 0 0 38049 iShares Morningstar Small-Cap Growth ETF 464288604 5 35 SH SOLE 0 0 35 iShares MSCI Emerging Markets ETF 464287234 10 282 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 25 2946 SH SOLE 0 0 2946 iShares MSCI Russia Capped Index ETF 46434G806 38 3000 SH SOLE 0 0 3000 iShares Russell 2000 ETF 464287655 1612 14574 SH SOLE 0 0 14574 iShares Russell 3000 ETF 464287689 1632 13504 SH SOLE 0 0 13504 iShares S&P 100 Index Fund CBOE ETF 464287101 284 3105 SH SOLE 0 0 3105 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 48 588 SH SOLE 0 0 588 Ishares Silver Trust ETF 46428Q109 89 6053 SH SOLE 0 0 6053 iShares Tr MSCI USA MinVolatility ETF 46429B697 20242 460787 SH SOLE 0 0 460787 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 Preferred Stock ETF 464288687 3 80 SH SOLE 0 0 80 iShares US Real Estate ETF 464287739 2748 35299 SH SOLE 0 0 35299 JC Penney Co Inc COM 708160106 2 150 SH SOLE 0 0 150 Johnson and Johnson COM 478160104 41 379 SH SOLE 0 0 379 JPMorgan Alerian MLP ETN ETN 46625H365 14 535 SH SOLE 0 0 535 Kohl s Corp COM 500255104 0 7 SH SOLE 0 0 7 Lockheed Martin Corp COM 539830109 25 114 SH SOLE 0 0 114 lowes companies incorporated COM 548661107 0 5 SH SOLE 0 0 5 Lumber Liquidators Holdings Inc COM 55003T107 1 100 SH SOLE 0 0 100 Magellan Midstream Partners L.P. COM 559080106 21 300 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 26 1300 SH SOLE 0 0 1300 Market Vectors Junior Gold Miners ETF ETF 57061R544 8 300 SH SOLE 0 0 300 Market Vectors Russia ETF ETF 57060U506 5 318 SH SOLE 0 0 318 MasterCard Inc COM 57636Q104 96 1020 SH SOLE 0 0 1020 Materials Select Sector SPDRA ETF 81369Y100 1 18 SH SOLE 0 0 18 McCormick & Company Inc COM 579780206 720 7239 SH SOLE 0 0 7239 McCormick & Company Inc COM 579780107 435 4380 SH SOLE 0 0 4380 McDonald s Corp COM 580135101 16 124 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 3 78 SH SOLE 0 0 78 Michael Kors Holdings Ltd SHS G60754101 4 65 SH SOLE 0 0 65 Microsoft Corp COM 594918104 175 3162 SH SOLE 0 0 3162 Morgan Stanley COM 617446448 3 100 SH SOLE 0 0 100 NETFLIX INC. COM 64110L106 3 33 SH SOLE 0 0 33 Newmont Mining Corp COM 651639106 86 3220 SH SOLE 0 0 3220 Nokia Oyj ADR 654902204 0 35 SH SOLE 0 0 35 Nordstrom Inc COM 655664100 3 45 SH SOLE 0 0 45 Northrop Grumman Corp COM 666807102 3 15 SH SOLE 0 0 15 Nucor Corp COM 670346105 12 245 SH SOLE 0 0 245 Nuveen MD Premium Income Muni Common COM 67061Q107 18 1310 SH SOLE 0 0 1310 Olin Corp COM 680665205 1 50 SH SOLE 0 0 50 Omega Healthcare Investors Inc COM 681936100 15 439 SH SOLE 0 0 439 Paychex Inc COM 704326107 9 160 SH SOLE 0 0 160 Pentair Plc SHS G7S00T104 4 77 SH SOLE 0 0 77 PepsiCo Inc COM 713448108 2 20 SH SOLE 0 0 20 Pfizer Inc COM 717081103 11 374 SH SOLE 0 0 374 PIMCO 1-3 Year US Treasury Index ETF ETF 72201R106 6475 126766 SH SOLE 0 0 126766 PIMCO Enhanced Short Maturity ETF ETF 72201R833 7229 71735 SH SOLE 0 0 71735 PNC Financial Services Group Inc COM 693475105 26 308 SH SOLE 0 0 308 Potash Corp of Saskatchewan Inc COM 73755L107 9 530 SH SOLE 0 0 530 PowerShares Buyback Achievers ETF 73935X286 670 14776 SH SOLE 0 0 14776 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 14339 131309 SH SOLE 0 0 131309 PPL Corp COM 69351T106 81 2138 SH SOLE 0 0 2138 Procter & Gamble Co COM 742718109 17 202 SH SOLE 0 0 202 ProShares Short QQQ ETF 74347B714 63 1200 SH SOLE 0 0 1200 ProShares Short S&P500 ETF 74347R503 3157 154692 SH SOLE 0 0 154692 Prothena Corp PLC SHS G72800108 0 1 SH SOLE 0 0 1 Qualcomm Inc COM 747525103 77 1510 SH SOLE 0 0 1510 Realty Income Corp COM 756109104 28 455 SH SOLE 0 0 455 Rockwell Automation Inc COM 773903109 32 282 SH SOLE 0 0 282 Rockwell Collins Inc COM 774341101 50 546 SH SOLE 0 0 546 Rockwell Medical Inc COM 774374102 118 15735 SH SOLE 0 0 15735 Schlumberger NV COM 806857108 12 165 SH SOLE 0 0 165 Shake Shack Inc COM 819047101 2 50 SH SOLE 0 0 50 Smith & Wesson Holding Corporation COM 831756101 10 358 SH SOLE 0 0 358 SolarCity Corp COM 83416T100 5 210 SH SOLE 0 0 210 Southwest Airlines Co COM 844741108 5 110 SH SOLE 0 0 110 SPDR S&P 500 ETF ETF 78462F103 31670 154096 SH SOLE 0 0 154096 SPDR S&P Dividend ETF ETF 78464A763 5010 62678 SH SOLE 0 0 62678 SPDR S&P MidCap 400 ETF 78467Y107 1461 5562 SH SOLE 0 0 5562 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 3 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 6 48 SH SOLE 0 0 48 Stryker Corporation COM 863667101 21 200 SH SOLE 0 0 200 Sun Life Financial Inc COM 866796105 51 1567 SH SOLE 0 0 1567 SunCoke Energy Inc COM 86722A103 1 119 SH SOLE 0 0 119 T. Rowe Price Group Inc COM 74144T108 63 860 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 20 88 SH SOLE 0 0 88 Teva Pharmaceutical Industries Ltd ADR 881624209 3 65 SH SOLE 0 0 65 Texas Instruments Inc COM 882508104 34 594 SH SOLE 0 0 594 Thor Industries Inc COM 885160101 21 334 SH SOLE 0 0 334 Twitter Inc COM 90184L102 1 70 SH SOLE 0 0 70 Tyco International Ltd SHS G91442106 1 17 SH SOLE 0 0 17 UNDER ARMOUR INC. COM 904311107 190 2244 SH SOLE 0 0 2244 United Parcel Service Inc (UPS) COM 911312106 3 25 SH SOLE 0 0 25 United States Oil ETF ETF 91232N108 6 600 SH SOLE 0 0 600 UnitedHealth Group Inc COM 91324P102 6 50 SH SOLE 0 0 50 Valeant Pharmaceuticals Intl I Com COM 91911K102 1 50 SH SOLE 0 0 50 Valero Energy Corp COM 91913Y100 2 25 SH SOLE 0 0 25 Valero Energy Partners LP COM 91914J102 7 150 SH SOLE 0 0 150 Vanguard Dividend Apprec Idx ETF ETF 921908844 27 331 SH SOLE 0 0 331 Vanguard Emerging Markets Stock Idx ETF ETF 922042858 29 831 SH SOLE 0 0 831 Vanguard European Stock Index ETF ETF 922042874 8 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 41 1149 SH SOLE 0 0 1149 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 7031 87856 SH SOLE 0 0 87856 Vanguard Total Bond Market ETF ETF 921937835 41 493 SH SOLE 0 0 493 Verizon Communications Inc COM 92343V104 126 2337 SH SOLE 0 0 2337 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 24 357 SH SOLE 0 0 357 Washington REIT COM 939653101 15 500 SH SOLE 0 0 500 Whole Foods Market Inc COM 966837106 4 130 SH SOLE 0 0 130 WisdomTree Dividend ex-Financials ETF 97717W406 5661 75045 SH SOLE 0 0 75045 WisdomTree Europe Hedged Equity ETF ETF 97717X701 679 13085 SH SOLE 0 0 13085 Xcel Energy Inc COM 98389B100 28 658 SH SOLE 0 0 658 Yamana Gold Inc COM 98462Y100 24 8000 SH SOLE 0 0 8000