$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $17,928,000 | +1.4% | 434,502 | -0.5% | 12.18% | -3.7% |
| 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% |
| XOM | Sell | Exxon Mobil Corporation | $304,000 | -9.5% | 3,579 | -1.4% | 0.21% | -13.8% |
| CMCSA | Sell | Comcast Corp | $110,000 | -34.5% | 1,952 | -32.5% | 0.08% | -37.5% |
| GIS | Sell | General Mills Inc | $98,000 | -27.4% | 1,729 | -31.6% | 0.07% | -30.9% |
| DNP | Sell | DNP Select Income Common | $79,000 | -20.2% | 7,494 | -20.4% | 0.05% | -23.9% |
| BMY | Sell | Bristol-Myers Squibb Company | $79,000 | -39.7% | 1,225 | -44.9% | 0.05% | -42.6% |
| SBUX | Sell | Starbucks Corp | $53,000 | -25.4% | 564 | -34.4% | 0.04% | -29.4% |
| EXC | Sell | Exelon Corp | $17,000 | -37.0% | 516 | -30.3% | 0.01% | -36.8% |
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.