$148 Million is the total value of Lowe Wealth Advisors, LLC's 238 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VFH | Exit | Vanguard Financials ETFetf | $0 | – | -37 | -100.0% | -0.00% | – |
| IBB | Exit | Ishares Nasdaq Biotechnologyetf | $0 | – | -3 | -100.0% | -0.00% | – |
| VAW | Exit | Vanguard Materials ETFetf | $0 | – | -5 | -100.0% | -0.00% | – |
| XLP | Exit | Consumer Staples Select Sector SPDRetf | $0 | – | -45 | -100.0% | -0.00% | – |
| INTC | Exit | INTEL CORP | $0 | – | -85 | -100.0% | -0.00% | – |
| XLY | Exit | Consumer Discret Select Sector SPDRetf | $0 | – | -45 | -100.0% | -0.00% | – |
| MXIM | Exit | Maxim Integrated Products Inc | $0 | – | -100 | -100.0% | -0.00% | – |
| VIS | Exit | Vanguard Industrials ETFetf | $0 | – | -44 | -100.0% | -0.00% | – |
| NEE | Exit | NextEra Energy Inc | $0 | – | -45 | -100.0% | -0.00% | – |
| MBB | Exit | iShares MBSetf | $0 | – | -38 | -100.0% | -0.00% | – |
| WIP | Exit | SPDR DB Intl Govt Inflation-Prot Bd ETFetf | $0 | – | -91 | -100.0% | -0.00% | – |
| VGT | Exit | Vanguard Information Technology ETFetf | $0 | – | -61 | -100.0% | -0.00% | – |
| KRFT | Exit | Kraft Foods Group Inc | $0 | – | -86 | -100.0% | -0.01% | – |
| VWO | Exit | Vanguard Emerging Markets Stock Idx ETFetf | $0 | – | -456 | -100.0% | -0.01% | – |
| AGRO | Exit | Adecoagro SA | $0 | – | -6,000 | -100.0% | -0.04% | – |
| PHO | Exit | PowerShares Water Resourcesetf | $0 | – | -96,782 | -100.0% | -1.64% | – |
| IAT | Exit | iShares US Regional Banksetf | $0 | – | -73,880 | -100.0% | -1.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-12-04
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.