$147 Million is the total value of Lowe Wealth Advisors, LLC's 236 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $30,654,000 | +2.0% | 148,498 | +1.6% | 20.84% | -3.0% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $17,928,000 | +1.4% | 434,502 | -0.5% | 12.18% | -3.7% |
| QQQ | Buy | Powershares QQQ Trustetf | $13,764,000 | +2.4% | 130,339 | +0.1% | 9.36% | -2.7% |
| IYY | Buy | iShares DJ US Total Market Indexetf | $9,464,000 | +2.1% | 90,260 | +0.9% | 6.43% | -3.0% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $7,354,000 | -0.8% | 72,709 | -0.9% | 5.00% | -5.8% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $6,515,000 | -1.6% | 85,836 | -0.6% | 4.43% | -6.5% |
| TUZ | Sell | PIMCO 1-3 Year US Treasury Index ETFetf | $6,365,000 | -0.5% | 124,802 | -0.6% | 4.33% | -5.5% |
| VQT | Buy | Barclays S&P 500 Dynamic VEQTOR ETNetn | $6,222,000 | -3.0% | 41,875 | +0.3% | 4.23% | -7.8% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $5,974,000 | +5.6% | 74,482 | +4.9% | 4.06% | +0.3% |
| IWV | Buy | iShares Russell 3000etf | $5,686,000 | +2.0% | 45,912 | +0.7% | 3.86% | -3.1% |
| SDY | Buy | SPDR S&P Dividend ETFetf | $4,740,000 | +1.2% | 60,617 | +2.0% | 3.22% | -3.8% |
| FPX | Buy | First Trust US IPO Indexetf | $4,105,000 | +8.2% | 76,279 | +1.1% | 2.79% | +2.8% |
| IAU | Buy | iShares Gold Trustetf | $3,274,000 | +1760.2% | 285,906 | +1758.9% | 2.22% | +1665.9% |
| PKW | Buy | PowerShares Buyback Achieversetf | $2,799,000 | +4.4% | 56,773 | +1.7% | 1.90% | -0.9% |
| HDV | Buy | iShares High Dividendetf | $2,613,000 | +7.7% | 34,845 | +9.9% | 1.78% | +2.4% |
| IAT | Buy | iShares US Regional Banksetf | $2,576,000 | +1.7% | 73,880 | +2.0% | 1.75% | -3.3% |
| PHO | Buy | PowerShares Water Resourcesetf | $2,410,000 | -0.8% | 96,782 | +2.5% | 1.64% | -5.8% |
| IWM | Buy | iShares Russell 2000etf | $1,725,000 | +14.2% | 13,872 | +9.8% | 1.17% | +8.4% |
| MDY | Buy | SPDR S&P MidCap 400etf | $1,477,000 | +10.1% | 5,328 | +4.8% | 1.00% | +4.6% |
| BSCI | New | Guggenheim BulletShrs 2018 Corp Bd ETFetf | $1,450,000 | – | 67,995 | +100.0% | 0.99% | – |
| T | Buy | AT&T Inc | $1,390,000 | +0.4% | 42,564 | +3.3% | 0.94% | -4.5% |
| HEDJ | Buy | WisdomTree Europe Hedged Equity ETFetf | $795,000 | +23.4% | 12,020 | +3.8% | 0.54% | +17.1% |
| MKC | McCormick & Company Inc | $542,000 | +3.8% | 7,027 | 0.0% | 0.37% | -1.3% | |
| MKCV | McCormick & Company Inc | $340,000 | +4.6% | 4,380 | 0.0% | 0.23% | -0.4% | |
| XOM | Sell | Exxon Mobil Corporation | $304,000 | -9.5% | 3,579 | -1.4% | 0.21% | -13.8% |
| OEF | iShares S&P 100 Index Fund CBOEetf | $305,000 | -0.7% | 3,381 | 0.0% | 0.21% | -5.9% | |
| AAPL | Buy | APPLE INC. | $286,000 | +19.2% | 2,299 | +5.8% | 0.19% | +12.8% |
| KO | Buy | Coca-Cola Co | $203,000 | -1.0% | 5,016 | +3.1% | 0.14% | -6.1% |
| ESRX | Express Scripts | $197,000 | +2.1% | 2,274 | 0.0% | 0.13% | -2.9% | |
| VZ | Buy | Verizon Communications Inc | $179,000 | +65.7% | 3,691 | +60.2% | 0.12% | +58.4% |
| VFC | VF Corp | $173,000 | +0.6% | 2,300 | 0.0% | 0.12% | -4.1% | |
| UAA | Buy | UNDER ARMOUR INC. | $161,000 | +23.8% | 1,997 | +4.3% | 0.11% | +17.2% |
| EPD | Enterprise Products Partners LP | $154,000 | -8.9% | 4,670 | 0.0% | 0.10% | -13.2% | |
| MRK | Buy | MERCK & CO. INC. | $151,000 | +3.4% | 2,623 | +1.9% | 0.10% | -1.0% |
| PBE | PowerShares Dynamic Biotech & Genomeetf | $149,000 | +9.6% | 2,700 | 0.0% | 0.10% | +4.1% | |
| MO | Buy | Altria Group Inc | $145,000 | +13.3% | 2,900 | +11.5% | 0.10% | +7.6% |
| IVW | iShares S&P 500 Growthetf | $143,000 | +2.1% | 1,252 | 0.0% | 0.10% | -3.0% | |
| CL | Colgate-Palmolive Co | $139,000 | +0.7% | 2,000 | 0.0% | 0.09% | -5.1% | |
| MSFT | Buy | Microsoft Corp | $132,000 | -10.2% | 3,258 | +3.2% | 0.09% | -14.3% |
| IBM | International Business Machines Corp | $126,000 | 0.0% | 788 | 0.0% | 0.09% | -4.4% | |
| CVX | Buy | CHEVRON CORPORATION | $119,000 | +1.7% | 1,136 | +8.8% | 0.08% | -3.6% |
| CMCSA | Sell | Comcast Corp | $110,000 | -34.5% | 1,952 | -32.5% | 0.08% | -37.5% |
| KMI | Buy | Kinder Morgan Inc. | $106,000 | +3.9% | 2,514 | +4.2% | 0.07% | -1.4% |
| GIS | Sell | General Mills Inc | $98,000 | -27.4% | 1,729 | -31.6% | 0.07% | -30.9% |
| QCOM | Buy | Qualcomm Inc | $98,000 | -3.9% | 1,418 | +3.7% | 0.07% | -8.2% |
| SLV | Ishares Silver Trustetf | $96,000 | +5.5% | 6,053 | 0.0% | 0.06% | 0.0% | |
| ZBH | Zimmer Holdings Inc | $94,000 | +3.3% | 800 | 0.0% | 0.06% | -1.5% | |
| MCD | McDonald s Corp | $90,000 | +3.4% | 924 | 0.0% | 0.06% | -1.6% | |
| MA | MasterCard Inc | $89,000 | 0.0% | 1,030 | 0.0% | 0.06% | -6.2% | |
| DNP | Sell | DNP Select Income Common | $79,000 | -20.2% | 7,494 | -20.4% | 0.05% | -23.9% |
| PXD | Pioneer Natural Resources Co | $80,000 | +9.6% | 489 | 0.0% | 0.05% | +3.8% | |
| BMY | Sell | Bristol-Myers Squibb Company | $79,000 | -39.7% | 1,225 | -44.9% | 0.05% | -42.6% |
| CBS | CBS Corp | $75,000 | +8.7% | 1,242 | 0.0% | 0.05% | +4.1% | |
| MS | Morgan Stanley | $75,000 | -7.4% | 2,100 | 0.0% | 0.05% | -12.1% | |
| PPL | PPL Corp | $72,000 | -7.7% | 2,138 | 0.0% | 0.05% | -12.5% | |
| TROW | T. Rowe Price Group Inc | $70,000 | -5.4% | 860 | 0.0% | 0.05% | -9.4% | |
| NEM | Newmont Mining Corp | $70,000 | +14.8% | 3,220 | 0.0% | 0.05% | +9.1% | |
| BP | Buy | BP PLCadr | $68,000 | +142.9% | 1,740 | +135.1% | 0.05% | +130.0% |
| PM | Buy | Philip Morris International Inc | $68,000 | -1.4% | 900 | +5.9% | 0.05% | -6.1% |
| BPL | Buckeye Partners LPunit ltd partn | $68,000 | 0.0% | 900 | 0.0% | 0.05% | -6.1% | |
| EWJ | iShares MSCI Japanetf | $65,000 | +12.1% | 5,185 | 0.0% | 0.04% | +7.3% | |
| SLF | Buy | Sun Life Financial Inc | $65,000 | -13.3% | 2,095 | +0.0% | 0.04% | -18.5% |
| DUK | Duke Energy Corporation | $61,000 | -9.0% | 799 | 0.0% | 0.04% | -14.6% | |
| AGRO | Adecoagro SA | $61,000 | +27.1% | 6,000 | 0.0% | 0.04% | +20.6% | |
| IJR | iShares Core S&P Small-Capetf | $56,000 | +3.7% | 477 | 0.0% | 0.04% | -2.6% | |
| PFF | iShares US Preferred Stocketf | $56,000 | +1.8% | 1,390 | 0.0% | 0.04% | -2.6% | |
| NS | Nustar Energy L.P. | $55,000 | +5.8% | 900 | 0.0% | 0.04% | 0.0% | |
| COL | Rockwell Collins Inc | $53,000 | +15.2% | 546 | 0.0% | 0.04% | +9.1% | |
| SBUX | Sell | Starbucks Corp | $53,000 | -25.4% | 564 | -34.4% | 0.04% | -29.4% |
| ROK | Rockwell Automation Inc | $50,000 | +4.2% | 429 | 0.0% | 0.03% | 0.0% | |
| RDSA | Royal Dutch Shell PLCadr | $48,000 | -11.1% | 800 | 0.0% | 0.03% | -15.4% | |
| GSK | GlaxoSmithKline PLCadr | $46,000 | +7.0% | 1,000 | 0.0% | 0.03% | 0.0% | |
| DVY | iShares Select Dividendetf | $46,000 | -2.1% | 588 | 0.0% | 0.03% | -8.8% | |
| DPG | Duff&Phelps Global Utility Inc Ord | $42,000 | -8.7% | 2,116 | 0.0% | 0.03% | -12.1% | |
| ERUS | iShares MSCI Russia Capped Indexetf | $39,000 | +14.7% | 3,000 | 0.0% | 0.03% | +12.5% | |
| CCJ | Cameco Corp | $37,000 | -15.9% | 2,670 | 0.0% | 0.02% | -19.4% | |
| DIS | Buy | DISNEY WALT COMPANY | $37,000 | +12.1% | 352 | +0.9% | 0.02% | +4.2% |
| STZ | Constellation Brands Inc | $35,000 | +20.7% | 300 | 0.0% | 0.02% | +14.3% | |
| PNC | Buy | PNC Financial Services Group Inc | $35,000 | +45.8% | 378 | +41.6% | 0.02% | +41.2% |
| FCX | Buy | Freeport-McMoran Copper & Gold | $34,000 | -17.1% | 1,783 | +2.2% | 0.02% | -20.7% |
| TXN | Texas Instruments Inc | $34,000 | +6.2% | 594 | 0.0% | 0.02% | 0.0% | |
| JNJ | Buy | Johnson and Johnson | $33,000 | +13.8% | 329 | +17.9% | 0.02% | +4.8% |
| EMC | EMC Corp | $33,000 | -15.4% | 1,310 | 0.0% | 0.02% | -21.4% | |
| VIAB | Viacom Inc | $32,000 | -11.1% | 475 | 0.0% | 0.02% | -15.4% | |
| JMF | Nuveen Energy MLP Total Return Common | $32,000 | -8.6% | 1,731 | 0.0% | 0.02% | -12.0% | |
| EV | Eaton Vance Corp | $33,000 | 0.0% | 800 | 0.0% | 0.02% | -8.3% | |
| SPLS | Staples Inc | $33,000 | -8.3% | 2,000 | 0.0% | 0.02% | -15.4% | |
| AEP | American Electric Power Co Inc | $29,000 | -6.5% | 511 | 0.0% | 0.02% | -9.1% | |
| BALTF | iPath DJ-UBS Cotton TR Sub-Idx ETNetn | $30,000 | +3.4% | 700 | 0.0% | 0.02% | -4.8% | |
| ITA | iShares US Aerospace & Defenseetf | $28,000 | +7.7% | 230 | 0.0% | 0.02% | 0.0% | |
| FB | Facebook Inc | $26,000 | +8.3% | 312 | 0.0% | 0.02% | +5.9% | |
| WMT | Buy | Wal-Mart Stores Inc | $25,000 | -3.8% | 308 | +0.3% | 0.02% | -10.5% |
| EMN | Eastman Chemical Co | $24,000 | -11.1% | 350 | 0.0% | 0.02% | -15.8% | |
| LMT | Lockheed Martin Corp | $23,000 | +4.5% | 114 | 0.0% | 0.02% | 0.0% | |
| O | Realty Income Corp | $23,000 | +4.5% | 455 | 0.0% | 0.02% | 0.0% | |
| XEL | Xcel Energy Inc | $23,000 | -4.2% | 658 | 0.0% | 0.02% | -5.9% | |
| HAL | Halliburton Co | $22,000 | +15.8% | 493 | 0.0% | 0.02% | +7.1% | |
| THO | Thor Industries Inc | $21,000 | +10.5% | 334 | 0.0% | 0.01% | 0.0% | |
| MOO | Market Vectors Agribusiness ETFetf | $21,000 | 0.0% | 395 | 0.0% | 0.01% | -6.7% | |
| VWO | New | Vanguard Emerging Markets Stock Idx ETFetf | $19,000 | – | 456 | +100.0% | 0.01% | – |
| NMY | Nuveen MD Premium Income Muni Common | $17,000 | 0.0% | 1,310 | 0.0% | 0.01% | 0.0% | |
| RING | iShares MSCI Global Gold Minersetf | $17,000 | 0.0% | 2,246 | 0.0% | 0.01% | 0.0% | |
| SSYS | Stratasys Ltd | $18,000 | -37.9% | 346 | 0.0% | 0.01% | -42.9% | |
| IEV | iShares Europeetf | $18,000 | +5.9% | 398 | 0.0% | 0.01% | 0.0% | |
| EXC | Sell | Exelon Corp | $17,000 | -37.0% | 516 | -30.3% | 0.01% | -36.8% |
| LINEQ | Linn Energy LLCunit ltd liab | $17,000 | +13.3% | 1,500 | 0.0% | 0.01% | +9.1% | |
| HD | HOME DEPOT INC. | $18,000 | +12.5% | 155 | 0.0% | 0.01% | +9.1% | |
| IYR | iShares US Real Estateetf | $18,000 | 0.0% | 231 | 0.0% | 0.01% | -7.7% | |
| DOFSQ | Diamond Offshore Drilling Inc | $18,000 | -25.0% | 660 | 0.0% | 0.01% | -29.4% | |
| SGGFF | iPath DJ-UBS Sugar TR Sub-Idx ETNetn | $18,000 | -18.2% | 600 | 0.0% | 0.01% | -25.0% | |
| AUY | Yamana Gold Inc | $16,000 | -11.1% | 4,500 | 0.0% | 0.01% | -15.4% | |
| CVS | CVS CAREMARK CORPORATION | $16,000 | +6.7% | 157 | 0.0% | 0.01% | 0.0% | |
| PFE | Buy | Pfizer Inc | $16,000 | +700.0% | 474 | +540.5% | 0.01% | +1000.0% |
| F | Ford Motor Company | $16,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GE | Buy | GENERAL ELECTRIC COMPANY | $15,000 | +25.0% | 608 | +33.3% | 0.01% | +11.1% |
| WRE | New | Washington REIT | $14,000 | – | 500 | +100.0% | 0.01% | – |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $15,000 | -11.8% | 775 | 0.0% | 0.01% | -16.7% | |
| BBT | Buy | BB&T Corp | $14,000 | +250.0% | 349 | +249.0% | 0.01% | +233.3% |
| SLB | Schlumberger NV | $14,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| PG | Procter & Gamble Co | $15,000 | -6.2% | 177 | 0.0% | 0.01% | -9.1% | |
| FXH | First Trust Health Care AlphaDEXetf | $15,000 | +7.1% | 231 | 0.0% | 0.01% | 0.0% | |
| COST | Costco Wholesale Corp | $15,000 | +7.1% | 100 | 0.0% | 0.01% | 0.0% | |
| HRB | H&R Block Inc | $13,000 | -7.1% | 406 | 0.0% | 0.01% | -10.0% | |
| NUE | Nucor Corp | $12,000 | 0.0% | 245 | 0.0% | 0.01% | -11.1% | |
| FNI | First Trust ISE Chindia Idx | $12,000 | +9.1% | 381 | 0.0% | 0.01% | 0.0% | |
| AEM | Agnico Eagle Mines Ltd | $12,000 | +9.1% | 440 | 0.0% | 0.01% | 0.0% | |
| CTSH | Cognizant Technology Solutions Corp | $12,000 | +9.1% | 200 | 0.0% | 0.01% | 0.0% | |
| SRCL | Stericycle Inc | $12,000 | 0.0% | 89 | 0.0% | 0.01% | -11.1% | |
| EEM | iShares MSCI Emerging Marketsetf | $11,000 | 0.0% | 282 | 0.0% | 0.01% | -12.5% | |
| GDX | Market Vectors Gold Miners ETFetf | $11,000 | 0.0% | 600 | 0.0% | 0.01% | -12.5% | |
| SYK | Stryker Corporation | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| TSLA | TESLA MTRS INC | $9,000 | -18.2% | 50 | 0.0% | 0.01% | -25.0% | |
| DNRCQ | Denbury Resources Inc | $9,000 | -10.0% | 1,260 | 0.0% | 0.01% | -14.3% | |
| AMZN | Amazon.com Inc | $9,000 | +28.6% | 23 | 0.0% | 0.01% | +20.0% | |
| VGK | Vanguard European Stock Index ETFetf | $9,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| BLDR | Builders FirstSource Inc | $9,000 | -10.0% | 1,400 | 0.0% | 0.01% | -14.3% | |
| PAYX | Paychex Inc | $8,000 | +14.3% | 160 | 0.0% | 0.01% | 0.0% | |
| HSY | Hershey Co | $8,000 | 0.0% | 79 | 0.0% | 0.01% | -16.7% | |
| KRFT | Kraft Foods Group Inc | $7,000 | +40.0% | 86 | 0.0% | 0.01% | +25.0% | |
| AMLP | ALPS Alerian MLP ETFetf | $7,000 | -12.5% | 440 | 0.0% | 0.01% | -16.7% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $7,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| PALL | ETFS Physical Palladium Sharesetf | $7,000 | -12.5% | 100 | 0.0% | 0.01% | -16.7% | |
| XLE | Buy | Energy Select Sector SPDRetf | $7,000 | +75.0% | 84 | +68.0% | 0.01% | +66.7% |
| XLI | Industrial Select Sector SPDRetf | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AVGO | Avago Technologies Ltd | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ITB | iShares US Home Constructionetf | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VGT | New | Vanguard Information Technology ETFetf | $6,000 | – | 61 | +100.0% | 0.00% | – |
| UNH | UnitedHealth Group Inc | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BAC | Buy | Bank of America Corporation | $4,000 | +100.0% | 280 | +180.0% | 0.00% | +200.0% |
| TRI | New | Thomson Reuters Corp | $4,000 | – | 100 | +100.0% | 0.00% | – |
| MET | New | MetLife Inc | $5,000 | – | 96 | +100.0% | 0.00% | – |
| NEE | New | NextEra Energy Inc | $5,000 | – | 45 | +100.0% | 0.00% | – |
| LUV | Buy | Southwest Airlines Co | $4,000 | +33.3% | 100 | +53.8% | 0.00% | +50.0% |
| MBB | New | iShares MBSetf | $4,000 | – | 38 | +100.0% | 0.00% | – |
| GOOG | Buy | GOOGLE INC. CLASS C | $5,000 | +25.0% | 10 | +25.0% | 0.00% | 0.0% |
| PNR | Pentair Plc | $5,000 | 0.0% | 77 | 0.0% | 0.00% | -25.0% | |
| TEVA | Buy | Teva Pharmaceutical Industries Ltdadr | $4,000 | 0.0% | 64 | +1.6% | 0.00% | 0.0% |
| V | Buy | Visa Inc | $4,000 | 0.0% | 60 | +300.0% | 0.00% | 0.0% |
| VOD | Vodafone Group PLCadr | $4,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
| CARZ | First Trust NASDAQ Global Auto Indexetf | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MRO | Marathon Oil Corp | $5,000 | 0.0% | 188 | 0.0% | 0.00% | -25.0% | |
| DBC | PowerShares DB Commodity Index Trackingetf | $5,000 | -16.7% | 300 | 0.0% | 0.00% | -25.0% | |
| BA | Boeing Co | $4,000 | +33.3% | 25 | 0.0% | 0.00% | +50.0% | |
| WIP | New | SPDR DB Intl Govt Inflation-Prot Bd ETFetf | $5,000 | – | 91 | +100.0% | 0.00% | – |
| MFC | Manulife Financial Corporation | $5,000 | 0.0% | 270 | 0.0% | 0.00% | -25.0% | |
| BLK | BlackRock Inc | $4,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| LL | New | Lumber Liquidators Holdings Inc | $4,000 | – | 140 | +100.0% | 0.00% | – |
| KORS | Michael Kors Holdings Ltd | $4,000 | -20.0% | 65 | 0.0% | 0.00% | -25.0% | |
| XLV | New | Health Care Select Sector SPDRetf | $4,000 | – | 59 | +100.0% | 0.00% | – |
| NOV | New | National Oilwell Varco Inc | $5,000 | – | 103 | +100.0% | 0.00% | – |
| SWHC | Smith & Wesson Holding Corporation | $4,000 | +33.3% | 350 | 0.0% | 0.00% | +50.0% | |
| RSX | Market Vectors Russia ETFetf | $4,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| VIS | New | Vanguard Industrials ETFetf | $5,000 | – | 44 | +100.0% | 0.00% | – |
| FIEIF | Buy | Frontier Communications Corp | $5,000 | +66.7% | 670 | +49.2% | 0.00% | +50.0% |
| ISCG | iShares Morningstar Small-Cap Growthetf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | -25.0% | |
| GOOGL | Google Inc | $4,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| MXIM | Maxim Integrated Products Inc | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -33.3% | |
| DPZ | Domino s Pizza Inc | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| FLOT | iShares Floating Rate Bondetf | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XLK | Technology Select Sector SPDRetf | $3,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| JPM | New | JPMorgan Chase & Co | $3,000 | – | 50 | +100.0% | 0.00% | – |
| BAX | Baxter International Inc | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -33.3% | |
| POM | New | Pepco Holdings Inc | $3,000 | – | 101 | +100.0% | 0.00% | – |
| XLY | New | Consumer Discret Select Sector SPDRetf | $3,000 | – | 45 | +100.0% | 0.00% | – |
| ITOT | iShares Core S&P Total US Stock Mktetf | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| EMB | iShares JPMorgan USD Emerg Markets Bondetf | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| WFM | Buy | Whole Foods Market Inc | $3,000 | 0.0% | 66 | +32.0% | 0.00% | 0.0% |
| NOC | Northrop Grumman Corp | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| OLN | Olin Corp | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IYJ | iShares US Industrialsetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| JCPNQ | JC Penney Co Inc | $1,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PEP | PepsiCo Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| DE | Deere & Co | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| POT | New | Potash Corp of Saskatchewan Inc | $1,000 | – | 30 | +100.0% | 0.00% | – |
| CSCO | Cisco Systems Inc | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| CHK | New | Chesapeake Energy Corp | $1,000 | – | 48 | +100.0% | 0.00% | – |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PCLN | New | Priceline Group Inc | $1,000 | – | 1 | +100.0% | 0.00% | – |
| SH | ProShares Short S&P500etf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PRU | New | Prudential Financial Inc | $1,000 | – | 11 | +100.0% | 0.00% | – |
| MPC | New | Marathon Petroleum Corp | $1,000 | – | 13 | +100.0% | 0.00% | – |
| BRCM | Broadcom Corp | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XLB | Materials Select Sector SPDRetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| XLP | New | Consumer Staples Select Sector SPDRetf | $2,000 | – | 45 | +100.0% | 0.00% | – |
| COPX | Global X Copper Miners ETFetf | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GRPN | Groupon Inc | $1,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc (UPS) | $2,000 | -33.3% | 25 | 0.0% | 0.00% | -50.0% | |
| USO | United States Oil ETFetf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $2,000 | +100.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VFH | New | Vanguard Financials ETFetf | $2,000 | – | 37 | +100.0% | 0.00% | – |
| VAW | New | Vanguard Materials ETFetf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ADM | Archer-Daniels Midland Co | $1,000 | -50.0% | 30 | 0.0% | 0.00% | 0.0% | |
| MDT | New | Medtronic Inc | $1,000 | – | 9 | +100.0% | 0.00% | – |
| TYC | Tyco International Ltd | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| IBB | New | Ishares Nasdaq Biotechnologyetf | $1,000 | – | 3 | +100.0% | 0.00% | – |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $2,000 | -33.3% | 96 | 0.0% | 0.00% | -50.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $2,000 | +100.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CST | Cst Brands Inc | $0 | – | 2 | 0.0% | 0.00% | – | |
| AET | Aetna Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ADT | ADT Corp | $0 | – | 5 | 0.0% | 0.00% | – | |
| PZD | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GEOS | Geospace Technologies Corp | $0 | -100.0% | 30 | 0.0% | 0.00% | -100.0% | |
| LNCOQ | New | LinnCo LLC | $0 | – | 51 | +100.0% | 0.00% | – |
| BOTA | Biota Pharmaceuticals Inc | $0 | – | 3 | 0.0% | 0.00% | – | |
| 4305PS | Alcatel-Lucentadr | $0 | – | 123 | 0.0% | 0.00% | – | |
| XLF | Financial Select Sector SPDRetf | $0 | – | 18 | 0.0% | 0.00% | – | |
| CSRE | CSR PLCadr | $0 | – | 6 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-12-07
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.