$202 Million is the total value of Lowe Wealth Advisors, LLC's 315 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 9.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $64,960,509 | +9.9% | 136,670 | -1.1% | 32.14% | +2.3% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $20,848,245 | +13.5% | 50,909 | -0.7% | 10.32% | +5.6% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $18,512,463 | +2.4% | 237,248 | -5.0% | 9.16% | -4.7% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $11,883,812 | +3.7% | 153,597 | +0.7% | 5.88% | -3.5% |
| JPST | Sell | JPMorgan Ultra-Short Income ETFetf | $9,950,873 | -1.6% | 198,106 | -1.7% | 4.92% | -8.5% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $9,047,044 | -5.4% | 90,661 | -5.1% | 4.48% | -12.0% |
| SPTS | Buy | SPDR Portfolio Short Term Treasury ETFetf | $6,700,638 | +39.0% | 230,659 | +37.5% | 3.32% | +29.3% |
| INFL | Buy | Horizon Kinetics Inflation Bnfcrs ETFhorizon kinetics | $6,540,870 | +4.2% | 207,845 | +0.8% | 3.24% | -3.0% |
| IAU | Sell | iShares Gold Trustetf | $6,503,998 | +8.9% | 166,641 | -2.4% | 3.22% | +1.3% |
| JEPI | Buy | JPMorgan Equity Premium Income ETFetf | $4,739,976 | +7.8% | 86,213 | +5.0% | 2.34% | +0.3% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $4,262,224 | +9.9% | 36,576 | -1.5% | 2.11% | +2.3% |
| VYM | Sell | Vanguard High Dividend Yield ETFetf | $3,342,705 | -0.0% | 29,945 | -7.5% | 1.65% | -7.0% |
| SH | Sell | ProShares Short S&P500etf | $2,665,899 | -25.1% | 205,227 | -16.6% | 1.32% | -30.4% |
| XLE | Buy | Energy Select Sector SPDRA | $2,012,408 | -5.8% | 24,003 | +1.6% | 1.00% | -12.3% |
| MDY | Buy | SPDR S&P MidCap 400etf | $1,944,195 | +11.8% | 3,832 | +0.6% | 0.96% | +4.0% |
| NOBL | Buy | ProShares S&P 500 Dividend Aristocratss&p 500 dv arist | $1,546,304 | +35.0% | 16,243 | +25.6% | 0.76% | +25.6% |
| IWV | iShares Russell 3000etf | $1,332,019 | +11.7% | 4,866 | 0.0% | 0.66% | +3.9% | |
| JSCP | Buy | JPMorgan Short Duration Core Plus ETFetf | $1,205,154 | +7.6% | 25,890 | +4.8% | 0.60% | 0.0% |
| GDX | Buy | Market Vectors Gold Miners ETFetf | $1,098,374 | +177.0% | 35,420 | +140.4% | 0.54% | +157.3% |
| MSFT | Sell | Microsoft Corp | $1,007,334 | +12.6% | 2,679 | -5.5% | 0.50% | +4.6% |
| MKC | Buy | McCormick & Company Inc | $973,769 | -9.5% | 14,232 | +0.0% | 0.48% | -15.7% |
| SMH | Buy | VanEck Vectors Semiconductor ETFetf | $782,543 | +20.8% | 4,475 | +0.1% | 0.39% | +12.2% |
| EPI | Buy | WisdomTree India Earnings ETFetf | $772,850 | +14.2% | 18,850 | +2.4% | 0.38% | +6.1% |
| Buy | AB Ultra Short Income ETFultra short incm | $759,128 | +90.5% | 15,095 | +90.1% | 0.38% | +77.4% | |
| PXF | Buy | Invesco FTSE RAFI Dev Mkts ex-US ETFetf | $711,191 | +13.5% | 15,006 | +4.2% | 0.35% | +5.7% |
| PXH | Buy | Invesco FTSE RAFI Emerging Markets ETFetf | $705,936 | +11.5% | 36,960 | +4.0% | 0.35% | +3.6% |
| AAPL | Buy | APPLE INC. | $688,515 | +12.5% | 3,576 | +0.1% | 0.34% | +4.9% |
| CALF | New | Pacer US Small Cap Cash Cows 100 ETFpacer us small | $566,754 | – | 11,800 | +100.0% | 0.28% | – |
| COPX | Buy | Global X Copper Miners ETFetf | $566,114 | +16.7% | 15,096 | +13.3% | 0.28% | +8.5% |
| EWZ | Buy | iShares MSCI Brazil ETFetf | $495,908 | +131.8% | 14,185 | +103.4% | 0.24% | +114.9% |
| XOM | Sell | Exxon Mobil Corporation | $493,701 | -15.7% | 4,938 | -0.9% | 0.24% | -21.5% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $445,563 | -25.2% | 6,334 | -31.6% | 0.22% | -30.6% |
| IVOL | Sell | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $441,828 | +0.3% | 21,365 | -0.2% | 0.22% | -6.4% |
| COWZ | Buy | Pacer US Cash Cows 100 ETFus cash cows 100 | $413,580 | +75.4% | 7,955 | +66.8% | 0.20% | +64.0% |
| IEMG | Sell | iShares Core MSCI Emerging Marketsetf | $366,958 | +2.2% | 7,255 | -3.8% | 0.18% | -4.7% |
| XLV | Sell | Health Care Select Sector SPDRsbi healthcare | $362,089 | -8.7% | 2,655 | -13.8% | 0.18% | -15.2% |
| ZM | Sell | Zoom Video Communications Inccl a | $306,337 | -0.1% | 4,260 | -2.9% | 0.15% | -6.7% |
| AEE | Ameren Corp | $299,343 | -3.3% | 4,138 | 0.0% | 0.15% | -10.3% | |
| ADP | Automatic Data Processing | $283,059 | -3.2% | 1,215 | 0.0% | 0.14% | -9.7% | |
| Buy | VanEck Morningstar SMID Moat ETFetf | $275,468 | +31.6% | 8,745 | +18.8% | 0.14% | +22.5% | |
| XLU | Sell | Utilities SPDR ETFetf | $273,902 | +5.0% | 4,325 | -2.3% | 0.14% | -2.2% |
| HDV | iShares High Dividendetf | $273,231 | +3.1% | 2,679 | 0.0% | 0.14% | -4.3% | |
| DVYE | Buy | iShares Emerging Markets Dividend ETFetf | $269,271 | +21.0% | 10,165 | +8.8% | 0.13% | +12.7% |
| GNR | Sell | SPDR S&P Global Natural Resources ETFetf | $262,006 | -7.4% | 4,625 | -9.0% | 0.13% | -13.9% |
| BMI | Badger Meter Inc | $246,992 | +7.3% | 1,600 | 0.0% | 0.12% | 0.0% | |
| FB | Facebook Inc | $237,861 | +17.9% | 672 | 0.0% | 0.12% | +10.3% | |
| CCJ | Sell | Cameco Corp | $229,077 | -6.1% | 5,315 | -13.6% | 0.11% | -13.1% |
| TJX | TJX Companies Inc | $225,332 | +5.5% | 2,402 | 0.0% | 0.11% | -2.6% | |
| PPL | PPL Corp | $219,212 | +15.0% | 8,089 | 0.0% | 0.11% | +6.9% | |
| MPC | Sell | Marathon Petroleum Corp | $216,754 | -16.3% | 1,461 | -14.6% | 0.11% | -22.5% |
| UTG | Sell | Reaves Utility Income | $213,920 | +1.5% | 8,000 | -6.4% | 0.11% | -5.4% |
| VUG | Vanguard Growth ETFetf | $205,492 | +14.2% | 661 | 0.0% | 0.10% | +6.2% | |
| SCHX | Buy | Schwab US Large-Cap ETFetf | $181,721 | +250.0% | 3,222 | +214.0% | 0.09% | +221.4% |
| HSY | Hershey Co | $173,821 | -6.8% | 932 | 0.0% | 0.09% | -13.1% | |
| DSI | Sell | iShares MSCI KLD 400 Social ETFetf | $162,797 | -42.9% | 1,788 | -48.9% | 0.08% | -46.7% |
| IBM | International Business Machines Corp | $160,279 | +16.6% | 980 | 0.0% | 0.08% | +8.2% | |
| VNQ | Buy | Vanguard REIT ETFetf | $159,578 | +30.9% | 1,806 | +12.1% | 0.08% | +21.5% |
| LNKB | New | LINKBANCORP ORD | $157,423 | – | 19,752 | +100.0% | 0.08% | – |
| MOAT | Buy | VanEck Morningstar Wide Moat ETFetf | $153,530 | +14.4% | 1,809 | +2.2% | 0.08% | +7.0% |
| LMT | Lockheed Martin Corp | $136,878 | +10.8% | 302 | 0.0% | 0.07% | +3.0% | |
| ESGU | Sell | iShares ESG MSCI USA ETFetf | $133,773 | -19.7% | 1,275 | -28.2% | 0.07% | -25.8% |
| VTI | Vanguard Total Stock Market ETFetf | $130,471 | +11.7% | 550 | 0.0% | 0.06% | +4.8% | |
| AMZN | Amazon.com Inc | $129,909 | +19.5% | 855 | 0.0% | 0.06% | +10.3% | |
| IPAC | iShares Core MSCI Pacific ETFetf | $129,434 | +7.0% | 2,175 | 0.0% | 0.06% | 0.0% | |
| PEG | Public Service Enterprise Group Inc | $124,991 | +7.5% | 2,044 | 0.0% | 0.06% | 0.0% | |
| IVW | iShares S&P 500 Growthetf | $123,765 | +9.8% | 1,648 | 0.0% | 0.06% | +1.7% | |
| PSK | SPDR Wells Fargo Preferred Stock ETFetf | $118,594 | +3.3% | 3,538 | 0.0% | 0.06% | -3.3% | |
| V | Sell | Visa Inc | $119,175 | +10.8% | 458 | -2.1% | 0.06% | +3.5% |
| KO | Coca-Cola Co | $118,626 | +5.3% | 2,013 | 0.0% | 0.06% | -1.7% | |
| JNJ | Sell | Johnson and Johnson | $116,886 | -29.0% | 746 | -29.4% | 0.06% | -34.1% |
| DTN | WisdomTree US Dividend ex-Financials ETFetf | $113,454 | +7.8% | 1,183 | 0.0% | 0.06% | 0.0% | |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $113,827 | -84.8% | 2,365 | -85.7% | 0.06% | -85.9% |
| XOP | Buy | SPDR S&P Oil & Gas Exploration & Production ETFetf | $112,951 | +7.6% | 825 | +16.2% | 0.06% | 0.0% |
| SHY | iShares 1-3 Year Treasury Bondetf | $110,754 | +1.3% | 1,350 | 0.0% | 0.06% | -5.2% | |
| PRU | Prudential Financial Inc | $111,592 | +9.3% | 1,076 | 0.0% | 0.06% | +1.9% | |
| CVX | CHEVRON CORPORATION | $110,080 | -11.5% | 738 | 0.0% | 0.05% | -18.2% | |
| SBUX | Starbucks Corp | $106,379 | +5.2% | 1,108 | 0.0% | 0.05% | -1.9% | |
| SCHF | Buy | Schwab International Equity ETFetf | $100,975 | +400.6% | 2,732 | +359.9% | 0.05% | +354.5% |
| BR | Broadridge Financial Solutions Inc | $101,023 | +14.9% | 491 | 0.0% | 0.05% | +6.4% | |
| VZ | Sell | Verizon Communications Inc | $95,947 | +7.8% | 2,545 | -7.3% | 0.05% | 0.0% |
| INTC | Buy | INTEL CORP | $90,036 | +59.1% | 1,792 | +12.6% | 0.04% | +50.0% |
| HD | HOME DEPOT INC. | $89,641 | +14.7% | 259 | 0.0% | 0.04% | +4.8% | |
| SLF | Buy | Sun Life Financial Inc | $79,409 | +6.4% | 1,531 | +0.1% | 0.04% | -2.5% |
| DVY | iShares Select Dividendetf | $78,186 | +8.9% | 667 | 0.0% | 0.04% | +2.6% | |
| ROK | Rockwell Automation Inc | $76,999 | +8.6% | 248 | 0.0% | 0.04% | 0.0% | |
| CWI | New | SPDR MSCI ACWI ex-US ETFetf | $77,443 | – | 2,864 | +100.0% | 0.04% | – |
| CEF | Sprott Physical Gold and Silver Trusttr unit | $76,600 | +10.6% | 4,000 | 0.0% | 0.04% | +2.7% | |
| TY | TRI-CONTINENTAL CORPORATION | $75,390 | +8.4% | 2,615 | 0.0% | 0.04% | 0.0% | |
| LYV | Live Nation Entertainment Inc | $74,880 | +12.7% | 800 | 0.0% | 0.04% | +5.7% | |
| COST | Sell | Costco Wholesale Corp | $71,949 | -1.3% | 109 | -15.5% | 0.04% | -7.7% |
| GIS | General Mills Inc | $72,761 | +1.8% | 1,117 | 0.0% | 0.04% | -5.3% | |
| IWR | iShares Russell Mid-Capetf | $69,957 | +12.2% | 900 | 0.0% | 0.04% | +6.1% | |
| DIS | DISNEY WALT COMPANY | $67,356 | +11.4% | 746 | 0.0% | 0.03% | +3.1% | |
| IDV | iShares International Select Dividendetf | $67,456 | +10.2% | 2,410 | 0.0% | 0.03% | 0.0% | |
| MRK | Sell | MERCK & CO. INC. | $67,265 | -5.6% | 617 | -10.8% | 0.03% | -13.2% |
| AMP | Ameriprise Financial Inc | $63,432 | +15.2% | 167 | 0.0% | 0.03% | +6.9% | |
| ICE | Sell | Intercontinental Exchange Inc | $62,931 | +4.0% | 490 | -10.9% | 0.03% | -3.1% |
| NEM | Newmont Mining Corp | $61,671 | +12.0% | 1,490 | 0.0% | 0.03% | +6.9% | |
| AMGN | Sell | AMGEN INC. | $62,212 | +2.4% | 216 | -4.4% | 0.03% | -3.1% |
| VTV | Vanguard Value ETFetf | $61,594 | +8.4% | 412 | 0.0% | 0.03% | 0.0% | |
| XAR | Sell | SPDR S&P Aerospace & Defense ETFetf | $59,585 | -71.9% | 440 | -76.7% | 0.03% | -74.3% |
| UNH | UnitedHealth Group Inc | $59,115 | +4.5% | 112 | 0.0% | 0.03% | -3.3% | |
| BA | Boeing Co | $57,867 | +36.0% | 222 | 0.0% | 0.03% | +26.1% | |
| FCX | Freeport-McMoran Copper & Gold | $56,618 | +14.2% | 1,330 | 0.0% | 0.03% | +7.7% | |
| PLD | Prologis Inc | $56,386 | +18.8% | 423 | 0.0% | 0.03% | +12.0% | |
| APD | Air Products & Chemicals Inc | $54,760 | -3.4% | 200 | 0.0% | 0.03% | -10.0% | |
| SCHM | New | Schwab US Mid-Cap ETFetf | $53,327 | – | 708 | +100.0% | 0.03% | – |
| RTX | Raytheon Technologies Ord | $52,840 | +16.9% | 628 | 0.0% | 0.03% | +8.3% | |
| New | Dimensional US High Profitability ETFus high profitab | $50,954 | – | 1,781 | +100.0% | 0.02% | – | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $50,039 | +11.3% | 224 | 0.0% | 0.02% | +4.2% | |
| GRMN | Garmin Ltd | $51,416 | +22.2% | 400 | 0.0% | 0.02% | +13.6% | |
| PNC | PNC Financial Services Group Inc | $47,694 | +26.1% | 308 | 0.0% | 0.02% | +20.0% | |
| SLV | Ishares Silver Trustetf | $46,086 | +7.1% | 2,116 | 0.0% | 0.02% | 0.0% | |
| PSQ | Sell | ProShares Short QQQshort qqq new | $47,400 | -45.6% | 5,000 | -37.5% | 0.02% | -50.0% |
| IVV | iShares Core S&P 500etf | $45,852 | +11.2% | 96 | 0.0% | 0.02% | +4.5% | |
| TSLA | TESLA MTRS INC | $47,460 | -0.7% | 191 | 0.0% | 0.02% | -8.0% | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltdsponsored adr | $47,008 | +19.7% | 452 | 0.0% | 0.02% | +9.5% | |
| MCD | McDonald s Corp | $45,663 | +12.6% | 154 | 0.0% | 0.02% | +4.5% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $45,272 | +8.6% | 887 | 0.0% | 0.02% | 0.0% | |
| DNP | DNP Select Income Common | $44,893 | -10.9% | 5,294 | 0.0% | 0.02% | -18.5% | |
| PEP | PepsiCo Inc | $43,819 | +0.2% | 258 | 0.0% | 0.02% | -4.3% | |
| XLK | Buy | Technology Select Sector SPDRAetf | $43,500 | +476.8% | 226 | +391.3% | 0.02% | +450.0% |
| RWL | Sell | Invesco S&P 500 Revenue ETFetf | $42,670 | -43.1% | 500 | -47.9% | 0.02% | -47.5% |
| GOOG | Alphabet Inc C | $42,279 | +6.9% | 300 | 0.0% | 0.02% | 0.0% | |
| USRT | iShares Core US REIT ETFetf | $43,323 | +15.1% | 798 | 0.0% | 0.02% | +5.0% | |
| BRKB | Berkshire Hathaway Inc | $42,799 | +1.8% | 120 | 0.0% | 0.02% | -4.5% | |
| AEP | American Electric Power Co Inc | $41,503 | +8.0% | 511 | 0.0% | 0.02% | +5.0% | |
| SPYG | Buy | SPDR S&P 500 Growthetf | $40,663 | +16.1% | 625 | +5.8% | 0.02% | +5.3% |
| XEL | Xcel Energy Inc | $40,737 | +8.2% | 658 | 0.0% | 0.02% | 0.0% | |
| EEM | iShares MSCI Emerging Marketsetf | $39,446 | +6.0% | 981 | 0.0% | 0.02% | 0.0% | |
| WMT | Wal-Mart Stores Inc | $38,454 | -1.4% | 244 | 0.0% | 0.02% | -9.5% | |
| NOC | Northrop Grumman Corp | $35,579 | +6.4% | 76 | 0.0% | 0.02% | 0.0% | |
| BIL | Sell | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFetf | $34,728 | -64.7% | 380 | -64.5% | 0.02% | -67.3% |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $34,304 | +2.9% | 813 | 0.0% | 0.02% | -5.6% | |
| SNPS | Synopsys Inc | $33,469 | +12.2% | 65 | 0.0% | 0.02% | +6.2% | |
| SYK | Stryker Corporation | $32,941 | +9.6% | 110 | 0.0% | 0.02% | 0.0% | |
| DG | New | Dollar General Corp | $32,628 | – | 240 | +100.0% | 0.02% | – |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $30,216 | +9.3% | 400 | 0.0% | 0.02% | 0.0% | |
| MAIN | Main Street Capital Corp | $30,261 | +6.4% | 700 | 0.0% | 0.02% | 0.0% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $31,050 | +13.6% | 393 | +0.5% | 0.02% | 0.0% |
| XLI | Industrial Select Sector SPDRAsbi int-inds | $28,498 | +12.4% | 250 | 0.0% | 0.01% | +7.7% | |
| EXC | Sell | Exelon Corp | $27,679 | -13.3% | 771 | -8.8% | 0.01% | -17.6% |
| SNSR | GLOBAL X INTERNET OF THINGS ETFetf | $28,566 | +15.3% | 809 | 0.0% | 0.01% | +7.7% | |
| Enovix Corp | $27,419 | -0.2% | 2,190 | 0.0% | 0.01% | -6.7% | ||
| DUK | Duke Energy Corporation | $29,015 | +9.9% | 299 | 0.0% | 0.01% | 0.0% | |
| JPM | JPMorgan Chase & Co | $25,515 | +17.3% | 150 | 0.0% | 0.01% | +8.3% | |
| SDY | SPDR S&P Dividend ETFetf | $24,494 | +8.7% | 196 | 0.0% | 0.01% | 0.0% | |
| T | Sell | AT&T Inc | $24,499 | -9.4% | 1,460 | -18.9% | 0.01% | -14.3% |
| F | Ford Motor Company | $23,710 | -1.9% | 1,945 | 0.0% | 0.01% | -7.7% | |
| EPD | New | Enterprise Products Partners LP | $23,715 | – | 900 | +100.0% | 0.01% | – |
| HLT | Hilton Worldwide Holdings Inc | $24,764 | +21.2% | 136 | 0.0% | 0.01% | +9.1% | |
| CAT | CATERPILLAR INC. | $22,471 | +8.3% | 76 | 0.0% | 0.01% | 0.0% | |
| HMC | Honda Motor Co Ltd | $22,193 | -8.1% | 718 | 0.0% | 0.01% | -15.4% | |
| MA | MasterCard Inc | $21,326 | +7.7% | 50 | 0.0% | 0.01% | 0.0% | |
| SQ | SQUARE INC Acl a | $22,045 | +74.8% | 285 | 0.0% | 0.01% | +57.1% | |
| VIAC | Paramount Global Class B | $22,540 | +14.6% | 1,524 | 0.0% | 0.01% | +10.0% | |
| VLO | Valero Energy Corp | $20,150 | -8.3% | 155 | 0.0% | 0.01% | -16.7% | |
| PSTG | Pure Storage Inc | $20,505 | +0.1% | 575 | 0.0% | 0.01% | -9.1% | |
| CMCSA | Comcast Corp | $20,522 | -1.1% | 468 | 0.0% | 0.01% | -9.1% | |
| ORCL | Oracle Corporation | $21,086 | -0.5% | 200 | 0.0% | 0.01% | -9.1% | |
| HRB | H&R Block Inc | $19,638 | +12.3% | 406 | 0.0% | 0.01% | +11.1% | |
| ITOT | Buy | iShares Core S&P Total US Stock Mktetf | $18,100 | +19.4% | 172 | +6.8% | 0.01% | +12.5% |
| SLYG | New | SPDR S&P 600 Small Cap Growth ETFetf | $17,897 | – | 214 | +100.0% | 0.01% | – |
| BP | BP PLCadr | $17,700 | -8.6% | 500 | 0.0% | 0.01% | -10.0% | |
| WM | Waste Management Inc | $18,268 | +17.5% | 102 | 0.0% | 0.01% | +12.5% | |
| OKE | ONEOK Inc | $17,625 | +10.7% | 251 | 0.0% | 0.01% | +12.5% | |
| SCHA | Sell | Schwab US Small-Cap ETFetf | $18,896 | -12.3% | 400 | -23.1% | 0.01% | -18.2% |
| SCHP | Schwab US TIPS ETFetf | $18,374 | +3.4% | 352 | 0.0% | 0.01% | 0.0% | |
| VTIP | New | Vanguard Short-Term Infl-Prot Secs ETFetf | $17,524 | – | 369 | +100.0% | 0.01% | – |
| PRF | PowerShares FTSE RAFI US 1000 ETFetf | $15,840 | +10.6% | 450 | 0.0% | 0.01% | 0.0% | |
| UTF | Cohen & Steers Infrastructure Common | $17,162 | +8.5% | 808 | 0.0% | 0.01% | 0.0% | |
| IWP | Ishares Russell MidCap Growth ETFetf | $15,669 | +14.3% | 150 | 0.0% | 0.01% | +14.3% | |
| VCIT | Vanguard Interm-Term Corp Bd ETFetf | $15,931 | +7.0% | 196 | 0.0% | 0.01% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $15,238 | -4.2% | 211 | 0.0% | 0.01% | 0.0% | |
| MOO | Market Vectors Agribusiness ETFetf | $15,236 | -3.2% | 200 | 0.0% | 0.01% | 0.0% | |
| BAC | Sell | Bank of America Corporation | $17,003 | +5.3% | 505 | -14.4% | 0.01% | -11.1% |
| TMO | Thermo Fisher Scientific Inc | $16,985 | +4.9% | 32 | 0.0% | 0.01% | -11.1% | |
| FXH | First Trust Health Care AlphaDEXetf | $16,672 | +6.6% | 161 | 0.0% | 0.01% | 0.0% | |
| ABT | ABBOTT LABORATORIES | $15,190 | +13.7% | 138 | 0.0% | 0.01% | +14.3% | |
| PG | Procter & Gamble Co | $15,387 | +0.5% | 105 | 0.0% | 0.01% | 0.0% | |
| ENPH | Enphase Energy Inc | $15,196 | +10.0% | 115 | 0.0% | 0.01% | +14.3% | |
| PWR | Quanta Services Inc | $17,048 | +15.4% | 79 | 0.0% | 0.01% | 0.0% | |
| CSX | CSX Corp | $13,729 | +12.7% | 396 | 0.0% | 0.01% | +16.7% | |
| IJR | Sell | iShares Core S&P Small-Capetf | $14,181 | +3.0% | 131 | -10.3% | 0.01% | 0.0% |
| DELL | Dell Inc | $14,153 | +11.0% | 185 | 0.0% | 0.01% | 0.0% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $15,001 | +7.0% | 465 | 0.0% | 0.01% | 0.0% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $13,620 | +4.2% | 245 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $13,567 | +12.5% | 36 | 0.0% | 0.01% | +16.7% | |
| AGG | iShares Core US Aggregate Bondetf | $14,094 | +5.5% | 142 | 0.0% | 0.01% | 0.0% | |
| NAD | Nuveen Quality Muni Income Fund | $14,118 | +12.9% | 1,233 | 0.0% | 0.01% | 0.0% | |
| IYR | iShares US Real Estateetf | $14,443 | +17.0% | 158 | 0.0% | 0.01% | 0.0% | |
| CHDN | Churchill Downs Inc | $13,493 | +16.3% | 100 | 0.0% | 0.01% | +16.7% | |
| LEG | Leggett & Platt Inc | $13,085 | +3.0% | 500 | 0.0% | 0.01% | -14.3% | |
| COP | ConocoPhillips | $11,607 | -3.1% | 100 | 0.0% | 0.01% | 0.0% | |
| GMF | New | SPDR S&P Emerging Asia Pacific ETFetf | $12,128 | – | 120 | +100.0% | 0.01% | – |
| FNDX | Schwab Fundamental US Large Company ETFetf | $12,078 | +10.7% | 195 | 0.0% | 0.01% | 0.0% | |
| MRNA | MODERNA INC | $12,929 | -3.7% | 130 | 0.0% | 0.01% | -14.3% | |
| OXY | Buy | Occidental Petroleum Corp | $11,942 | +2.3% | 200 | +11.1% | 0.01% | 0.0% |
| DVN | Devon Energy Corp | $11,687 | -5.0% | 258 | 0.0% | 0.01% | -14.3% | |
| MMC | Sell | Marsh & McLennan Companies Inc | $11,368 | -40.3% | 60 | -40.0% | 0.01% | -40.0% |
| UNP | Union Pacific Corp | $12,281 | +20.6% | 50 | 0.0% | 0.01% | +20.0% | |
| QCOM | Qualcomm Inc | $11,570 | +30.2% | 80 | 0.0% | 0.01% | +20.0% | |
| XLB | Materials Select Sector SPDRAetf | $12,831 | +8.9% | 150 | 0.0% | 0.01% | 0.0% | |
| NTNX | Nutanix Inccl a | $9,538 | +36.7% | 200 | 0.0% | 0.01% | +25.0% | |
| IWM | Sell | iShares Russell 2000etf | $9,835 | -62.7% | 49 | -67.1% | 0.01% | -64.3% |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $9,240 | +13.5% | 210 | 0.0% | 0.01% | +25.0% | |
| GENERAL ELECTRIC COMPANY | $10,210 | +15.4% | 80 | 0.0% | 0.01% | 0.0% | ||
| NOK | Nokia Oyjsponsored adr | $10,075 | -8.6% | 2,946 | 0.0% | 0.01% | -16.7% | |
| FE | FirstEnergy Corp | $10,448 | +7.3% | 285 | 0.0% | 0.01% | 0.0% | |
| PAYX | Paychex Inc | $9,529 | +3.3% | 80 | 0.0% | 0.01% | 0.0% | |
| CSCO | Cisco Systems Inc | $10,508 | -6.0% | 208 | 0.0% | 0.01% | -16.7% | |
| CME | Sell | CME Group Inc/IL | $10,530 | -47.4% | 50 | -50.0% | 0.01% | -54.5% |
| SRCL | Stericycle Inc | $9,912 | +10.8% | 200 | 0.0% | 0.01% | 0.0% | |
| MYD | BlackRock MuniYield | $10,834 | +17.4% | 1,005 | 0.0% | 0.01% | 0.0% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $9,293 | +9.6% | 194 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC. | $8,277 | +28.9% | 17 | 0.0% | 0.00% | +33.3% | |
| LOW | lowes companies incorporated | $7,831 | +7.1% | 35 | 0.0% | 0.00% | 0.0% | |
| FNDF | Schwab Fundamental Intl Lg Co ETFetf | $7,657 | +6.5% | 227 | 0.0% | 0.00% | 0.0% | |
| PAAS | Pan American Silver Corp | $7,822 | +12.8% | 479 | 0.0% | 0.00% | 0.0% | |
| CL | Colgate-Palmolive Co | $7,971 | +12.1% | 100 | 0.0% | 0.00% | 0.0% | |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETFetf | $7,626 | +3.5% | 281 | 0.0% | 0.00% | 0.0% | |
| ALGN | Align Technology Inc | $8,220 | -10.3% | 30 | 0.0% | 0.00% | -20.0% | |
| GDXJ | New | Market Vectors Junior Gold Miners ETFetf | $7,582 | – | 200 | +100.0% | 0.00% | – |
| KMB | Kimberly-Clark Corp | $7,291 | +0.6% | 60 | 0.0% | 0.00% | 0.0% | |
| VIG | Vanguard Dividend Apprec Idx ETFetf | $8,861 | +9.7% | 52 | 0.0% | 0.00% | 0.0% | |
| BDX | Becton Dickinson & Co | $7,315 | -5.7% | 30 | 0.0% | 0.00% | 0.0% | |
| CMREPRC | New | Costamare Inc | $7,284 | – | 287 | +100.0% | 0.00% | – |
| FNDA | Schwab Fundamental US Small Company ETFetf | $7,251 | +14.2% | 131 | 0.0% | 0.00% | +33.3% | |
| BAH | Booz Allen Hamilton Holding Corp | $6,523 | +17.0% | 51 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $6,735 | -0.5% | 100 | 0.0% | 0.00% | -25.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $6,257 | +14.1% | 50 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair Plc | $5,599 | +12.3% | 77 | 0.0% | 0.00% | 0.0% | |
| SCHD | New | Schwab US Dividend Equity ETFetf | $5,710 | – | 75 | +100.0% | 0.00% | – |
| SCHC | Buy | Schwab International Small-Cap Eq ETFetf | $5,094 | +652.4% | 146 | +595.2% | 0.00% | – |
| GLD | SPDR Gold Sharesetf | $5,735 | +11.5% | 30 | 0.0% | 0.00% | 0.0% | |
| AVGO | Avago Technologies Ltd | $5,581 | +34.4% | 5 | 0.0% | 0.00% | +50.0% | |
| XLF | Financial Select Sector SPDRetf | $6,768 | +13.3% | 180 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA Pharmaceuticals Inc | $5,636 | +50.3% | 180 | 0.0% | 0.00% | +50.0% | |
| XLC | Communication Services Sel Sect SPDR ETFetf | $5,450 | +10.8% | 75 | 0.0% | 0.00% | 0.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $5,519 | +8.2% | 85 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $6,094 | +4.2% | 40 | 0.0% | 0.00% | 0.0% | |
| AEM | Agnico Eagle Mines Ltd | $6,143 | +20.7% | 112 | 0.0% | 0.00% | 0.0% | |
| BABA | Alibaba Group Holding Ltd Adrsponsored adr | $6,123 | -10.6% | 79 | 0.0% | 0.00% | -25.0% | |
| TAP | Molson Coors Brewing Co Bcl b | $6,121 | -3.7% | 100 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $7,056 | +16.1% | 70 | 0.0% | 0.00% | 0.0% | |
| PFE | Pfizer Inc | $6,593 | -13.2% | 229 | 0.0% | 0.00% | -25.0% | |
| SCHE | Schwab Emerging Markets Equity ETFetf | $5,479 | +3.6% | 221 | 0.0% | 0.00% | 0.0% | |
| RRC | Range Resources Corp | $6,210 | -6.1% | 204 | 0.0% | 0.00% | -25.0% | |
| UA | UNDER ARMOUR INC-CLASS C | $5,336 | +30.9% | 639 | 0.0% | 0.00% | +50.0% | |
| RSP | Guggenheim S&P 500A Equal Weightetf | $4,734 | +11.4% | 30 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $3,784 | +8.6% | 180 | 0.0% | 0.00% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $4,774 | +15.7% | 531 | 0.0% | 0.00% | 0.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $3,169 | +9.7% | 40 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $3,880 | +11.1% | 14 | 0.0% | 0.00% | 0.0% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $3,576 | +11.1% | 20 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM COMPANY | $4,737 | +29.8% | 18 | 0.0% | 0.00% | 0.0% | |
| MAR | Marriott International Inc | $4,059 | +14.7% | 18 | 0.0% | 0.00% | 0.0% | |
| GE HealthCare Technologies Inc Common Stock | $3,325 | +13.6% | 43 | 0.0% | 0.00% | 0.0% | ||
| BSV | Vanguard Short Term Bond ETFetf | $4,852 | +2.4% | 63 | 0.0% | 0.00% | -33.3% | |
| AXSM | Axsome Therapeutics Inc | $3,980 | +13.9% | 50 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INC. | $4,975 | +28.3% | 566 | 0.0% | 0.00% | 0.0% | |
| IBB | Ishares Nasdaq Biotechnologyetf | $3,396 | +11.1% | 25 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Co | $3,466 | +6.7% | 120 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,315 | +9.3% | 44 | 0.0% | 0.00% | 0.0% | |
| VNQI | Vanguard Global ex-US Real Estate ETFetf | $4,685 | +9.4% | 110 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc | $3,931 | +0.9% | 25 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $3,747 | +25.6% | 20 | 0.0% | 0.00% | 0.0% | |
| RUMBLE CL A ORD | $1,796 | -12.0% | 400 | 0.0% | 0.00% | 0.0% | ||
| FNDC | Schwab Fundamental Intl Sm Co ETFetf | $1,220 | +8.4% | 35 | 0.0% | 0.00% | 0.0% | |
| TURN | New | 180 Degree Cap Corp | $2,800 | – | 683 | +100.0% | 0.00% | – |
| SNAP | Snap Inc Cl A | $2,540 | +90.0% | 150 | 0.0% | 0.00% | 0.0% | |
| IWF | iShares Russell 1000 Growthetf | $1,819 | +14.0% | 6 | 0.0% | 0.00% | 0.0% | |
| MET | MetLife Inc | $1,719 | +5.1% | 26 | 0.0% | 0.00% | 0.0% | |
| BYND | Beyond Meat Inc | $1,780 | -7.5% | 200 | 0.0% | 0.00% | 0.0% | |
| BOTZ | Global X Robotics & Artfcl Intllgnc ETFetf | $1,425 | +15.3% | 50 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORPORATION | $2,848 | +28.8% | 20 | 0.0% | 0.00% | 0.0% | |
| MED | Medifast Inc | $2,017 | -10.2% | 30 | 0.0% | 0.00% | 0.0% | |
| MMM | 3M COMPANY | $2,733 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| TFC | Truist Finl Corp Com | $1,108 | +29.1% | 30 | 0.0% | 0.00% | – | |
| MNKD | MannKind Corp | $1,820 | -11.9% | 500 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $2,556 | +32.6% | 5 | 0.0% | 0.00% | 0.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,209 | +9.1% | 50 | 0.0% | 0.00% | 0.0% | |
| WH | Wyndham Hotels & Resorts Inc | $1,608 | +15.6% | 20 | 0.0% | 0.00% | 0.0% | |
| TEL | TE Connectivity Ltd | $1,405 | +13.8% | 10 | 0.0% | 0.00% | 0.0% | |
| ERTH | Invesco Cleantech ETFetf | $236 | +6.8% | 5 | 0.0% | 0.00% | – | |
| VOO | Vanguard S&P 500 ETFetf | $874 | +11.3% | 2 | 0.0% | 0.00% | – | |
| GTO | New | Invesco Total Return Bond ETFetf | $520 | – | 11 | +100.0% | 0.00% | – |
| VO | Vanguard Index Funds Vanguard Mid-Cap Etfetf | $465 | +11.8% | 2 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $201 | +36.7% | 7 | 0.0% | 0.00% | – | |
| New | BRC CL A ORD | $127 | – | 35 | +100.0% | 0.00% | – | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $709 | +2.3% | 68 | 0.0% | 0.00% | – | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $306 | +11.3% | 5 | 0.0% | 0.00% | – | |
| EBS | Emergent BioSolutions Inc | $96 | -29.4% | 40 | 0.0% | 0.00% | – | |
| SCOR | Exit | comScore Inc | $0 | – | -500 | -100.0% | 0.00% | – |
| DOW | Dow Chemical Co | $768 | +6.4% | 14 | 0.0% | 0.00% | – | |
| New | comScore Inc | $418 | – | 25 | +100.0% | 0.00% | – | |
| PHO | PowerShares Water Resourcesetf | $426 | +14.5% | 7 | 0.0% | 0.00% | – | |
| VOOG | Vanguard S&P 500 Growth ETFetf | $812 | +9.6% | 3 | 0.0% | 0.00% | – | |
| AQMS | Aqua Metals Inc | $346 | -32.7% | 455 | 0.0% | 0.00% | – | |
| SPEM | New | SPDR Portfolio Emerging Markets ETFetf | $142 | – | 4 | +100.0% | 0.00% | – |
| VTRS | Viatris Inc | $162 | +9.5% | 15 | 0.0% | 0.00% | – | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $360 | -3.0% | 15 | 0.0% | 0.00% | – | |
| WAB | Westinghouse Air Brake Technologies Corp | $381 | +19.4% | 3 | 0.0% | 0.00% | – | |
| SPB | Spectrum Brands Holdings Inc Com | $239 | +1.7% | 3 | 0.0% | 0.00% | – | |
| BMY | Bristol-Myers Squibb Company | $513 | -11.6% | 10 | 0.0% | 0.00% | – | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $910 | -13.3% | 700 | 0.0% | 0.00% | -100.0% | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $179 | +14.0% | 3 | 0.0% | 0.00% | – | |
| QS | QuantumScape Corp | $521 | +3.8% | 75 | 0.0% | 0.00% | – | |
| FPE | New | First Trust Preferred Sec & Inc ETFetf | $691 | – | 41 | +100.0% | 0.00% | – |
| JAZZ | Jazz Pharmaceuticals PLC | $369 | -4.9% | 3 | 0.0% | 0.00% | – | |
| JCI | Johnson Controls Inc | $519 | +8.4% | 9 | 0.0% | 0.00% | – | |
| MDT | Medtronic Inc | $741 | +5.1% | 9 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $118 | +11.3% | 2 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $363 | -24.8% | 10 | 0.0% | 0.00% | – | |
| SPLV | Exit | Powershares S&P 500 Low Volatilitys&p 500 low vol | $0 | – | -40 | -100.0% | -0.00% | – |
| RQI | Exit | Cohen & Steers Qty Inc Realty Common | $0 | – | -444 | -100.0% | -0.00% | – |
| ADBE | Exit | Adobe Systems Inc | $0 | – | -15 | -100.0% | -0.00% | – |
| IWN | Exit | iShares Russell 2000 Valueetf | $0 | – | -85 | -100.0% | -0.01% | – |
| IGV | Exit | iShares Expanded Tech-Software Sect ETFetf | $0 | – | -35 | -100.0% | -0.01% | – |
| VMW | Exit | VMWare Inc | $0 | – | -81 | -100.0% | -0.01% | – |
| IVE | Exit | iShares S&P 500 Value ETFetf | $0 | – | -145 | -100.0% | -0.01% | – |
| OIH | Exit | VanEck Vectors Oil Services ETFetf | $0 | – | -760 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF | 37 | Q4 2023 | 32.1% |
| iShares Tr MSCI USA MinVolatility | 37 | Q4 2023 | 14.4% |
| Vanguard Short-Term Corporate Bond ETF | 37 | Q4 2023 | 6.9% |
| PIMCO Enhanced Short Maturity ETF | 37 | Q4 2023 | 5.8% |
| iShares DJ US Total Market Index | 37 | Q4 2023 | 6.6% |
| WisdomTree US Dividend ex-Financials ETF | 37 | Q4 2023 | 4.7% |
| SPDR S&P Dividend ETF | 37 | Q4 2023 | 4.0% |
| iShares Russell 3000 | 37 | Q4 2023 | 4.0% |
| iShares High Dividend | 37 | Q4 2023 | 2.1% |
| SPDR S&P MidCap 400 | 37 | Q4 2023 | 1.1% |
View Lowe Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-07 |
| 13F-HR | 2023-04-05 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-07-07 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-18 |
View Lowe Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.