$132 Million is the total value of Lowe Wealth Advisors, LLC's 240 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 30.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $29,066,000 | -6.2% | 151,677 | +0.7% | 22.01% | +4.8% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $17,433,000 | -2.4% | 440,339 | -0.6% | 13.20% | +9.1% |
| QQQ | Sell | Powershares QQQ Trustetf | $13,402,000 | -5.1% | 131,702 | -0.2% | 10.15% | +6.1% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $8,551,000 | -7.8% | 88,633 | -0.4% | 6.47% | +3.1% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $7,026,000 | -4.3% | 69,740 | -3.9% | 5.32% | +7.1% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $6,533,000 | +0.6% | 81,961 | +0.5% | 4.95% | +12.5% |
| TUZ | Sell | PIMCO 1-3 Year US Treasury Index ETFetf | $6,270,000 | -2.2% | 122,778 | -2.4% | 4.75% | +9.4% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $5,685,000 | -9.7% | 84,579 | -1.1% | 4.30% | +1.0% |
| IWV | Sell | iShares Russell 3000etf | $5,216,000 | -11.8% | 45,798 | -4.0% | 3.95% | -1.4% |
| SDY | Sell | SPDR S&P Dividend ETFetf | $4,420,000 | -8.4% | 61,254 | -3.3% | 3.35% | +2.4% |
| IAU | Buy | iShares Gold Trustetf | $3,149,000 | -4.1% | 292,131 | +0.9% | 2.38% | +7.2% |
| PKW | Sell | PowerShares Buyback Achieversetf | $2,553,000 | -10.7% | 58,312 | -0.9% | 1.93% | -0.2% |
| HDV | Buy | iShares High Dividendetf | $2,522,000 | -4.3% | 36,249 | +1.3% | 1.91% | +7.1% |
| IYR | Buy | iShares US Real Estateetf | $2,419,000 | +10417.4% | 34,091 | +10357.4% | 1.83% | +11343.8% |
| BSCI | Buy | Guggenheim BulletShrs 2018 Corp Bd ETFetf | $2,397,000 | +5.0% | 112,984 | +5.2% | 1.82% | +17.4% |
| IWM | Sell | iShares Russell 2000etf | $1,545,000 | -13.0% | 14,147 | -0.6% | 1.17% | -2.7% |
| XLV | Buy | Health Care Select Sector SPDRetf | $1,460,000 | -2.0% | 22,046 | +10.0% | 1.10% | +9.5% |
| T | Buy | AT&T Inc | $1,433,000 | -7.5% | 43,971 | +0.8% | 1.08% | +3.4% |
| MDY | Buy | SPDR S&P MidCap 400etf | $1,369,000 | -8.3% | 5,502 | +0.7% | 1.04% | +2.5% |
| BSCJ | Buy | Guggenheim BulletShrs 2019 Corp Bd ETFetf | $1,259,000 | +9.0% | 59,579 | +8.7% | 0.95% | +21.9% |
| FPX | Sell | First Trust US IPO Indexetf | $995,000 | -76.3% | 20,442 | -73.4% | 0.75% | -73.5% |
| HEDJ | WisdomTree Europe Hedged Equity ETFetf | $671,000 | -11.2% | 12,270 | 0.0% | 0.51% | -0.8% | |
| MKC | Sell | McCormick & Company Inc | $595,000 | +0.5% | 7,238 | -1.0% | 0.45% | +12.2% |
| BSCH | Buy | Guggenheim BulletShrs 2017 Corp Bd ETFetf | $474,000 | +22.5% | 20,912 | +23.0% | 0.36% | +37.0% |
| MKCV | McCormick & Company Inc | $359,000 | +1.1% | 4,380 | 0.0% | 0.27% | +13.3% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $284,000 | -6.9% | 3,355 | 0.0% | 0.22% | +3.9% | |
| XOM | Buy | Exxon Mobil Corporation | $278,000 | -7.0% | 3,733 | +3.9% | 0.21% | +4.0% |
| AAPL | Buy | APPLE INC. | $261,000 | -11.8% | 2,371 | +0.6% | 0.20% | -1.0% |
| UAA | Buy | UNDER ARMOUR INC. | $232,000 | +50.6% | 2,394 | +30.1% | 0.18% | +69.2% |
| IWF | New | iShares Russell 1000 Growthetf | $217,000 | – | 2,333 | +100.0% | 0.16% | – |
| MSFT | Sell | Microsoft Corp | $140,000 | -2.8% | 3,160 | -3.0% | 0.11% | +8.2% |
| IVW | iShares S&P 500 Growthetf | $135,000 | -5.6% | 1,252 | 0.0% | 0.10% | +5.2% | |
| MRK | Sell | MERCK & CO. INC. | $127,000 | -14.8% | 2,573 | -1.9% | 0.10% | -5.0% |
| IWD | New | iShares Russell 1000 Valueetf | $122,000 | – | 1,308 | +100.0% | 0.09% | – |
| RMTI | Buy | Rockwell Medical Inc | $117,000 | -52.0% | 15,220 | +0.5% | 0.09% | -46.1% |
| CMCSA | Comcast Corp | $111,000 | -5.1% | 1,952 | 0.0% | 0.08% | +6.3% | |
| VZ | Sell | Verizon Communications Inc | $102,000 | -42.0% | 2,337 | -38.3% | 0.08% | -35.3% |
| VTV | New | Vanguard Value ETFetf | $96,000 | – | 1,250 | +100.0% | 0.07% | – |
| XLF | Buy | Financial Select Sector SPDRetf | $95,000 | +630.8% | 4,196 | +669.9% | 0.07% | +700.0% |
| MA | MasterCard Inc | $93,000 | -3.1% | 1,030 | 0.0% | 0.07% | +7.7% | |
| SLV | Ishares Silver Trustetf | $84,000 | -7.7% | 6,053 | 0.0% | 0.06% | +3.2% | |
| KO | Sell | Coca-Cola Co | $85,000 | -59.5% | 2,131 | -60.2% | 0.06% | -54.9% |
| CVX | Sell | CHEVRON CORPORATION | $82,000 | -25.5% | 1,044 | -8.1% | 0.06% | -16.2% |
| ESRX | Sell | Express Scripts | $77,000 | -61.9% | 953 | -58.1% | 0.06% | -57.7% |
| QCOM | Qualcomm Inc | $76,000 | -14.6% | 1,418 | 0.0% | 0.06% | -3.3% | |
| BMY | Sell | Bristol-Myers Squibb Company | $73,000 | -18.0% | 1,225 | -8.0% | 0.06% | -8.3% |
| PPL | PPL Corp | $70,000 | +11.1% | 2,138 | 0.0% | 0.05% | +23.3% | |
| SBUX | Buy | Starbucks Corp | $65,000 | +8.3% | 1,148 | +1.8% | 0.05% | +19.5% |
| EWJ | iShares MSCI Japanetf | $59,000 | -10.6% | 5,185 | 0.0% | 0.04% | 0.0% | |
| TROW | T. Rowe Price Group Inc | $60,000 | -10.4% | 860 | 0.0% | 0.04% | 0.0% | |
| SLF | Sell | Sun Life Financial Inc | $54,000 | -35.7% | 1,661 | -33.7% | 0.04% | -28.1% |
| BP | BP PLCadr | $53,000 | -24.3% | 1,742 | 0.0% | 0.04% | -14.9% | |
| NEM | Newmont Mining Corp | $52,000 | -30.7% | 3,220 | 0.0% | 0.04% | -23.5% | |
| CBS | CBS Corp | $50,000 | -27.5% | 1,242 | 0.0% | 0.04% | -19.1% | |
| DNP | Sell | DNP Select Income Common | $48,000 | -36.8% | 5,294 | -29.4% | 0.04% | -29.4% |
| COL | Rockwell Collins Inc | $45,000 | -10.0% | 546 | 0.0% | 0.03% | 0.0% | |
| DVY | iShares Select Dividendetf | $43,000 | -2.3% | 588 | 0.0% | 0.03% | +10.0% | |
| ROK | Rockwell Automation Inc | $44,000 | -17.0% | 429 | 0.0% | 0.03% | -8.3% | |
| EMC | Buy | EMC Corp | $40,000 | +14.3% | 1,665 | +27.1% | 0.03% | +25.0% |
| STZ | Constellation Brands Inc | $38,000 | +8.6% | 300 | 0.0% | 0.03% | +20.8% | |
| DIS | Buy | DISNEY WALT COMPANY | $38,000 | -5.0% | 368 | +4.5% | 0.03% | +7.4% |
| ERUS | iShares MSCI Russia Capped Indexetf | $36,000 | -14.3% | 3,000 | 0.0% | 0.03% | -3.6% | |
| JNJ | Buy | Johnson and Johnson | $35,000 | +9.4% | 379 | +15.2% | 0.03% | +18.2% |
| GE | Buy | GENERAL ELECTRIC COMPANY | $33,000 | +153.8% | 1,297 | +155.3% | 0.02% | +177.8% |
| IWS | New | iShares Russell Mid-Cap Valueetf | $33,000 | – | 488 | +100.0% | 0.02% | – |
| CCJ | Cameco Corp | $32,000 | -15.8% | 2,670 | 0.0% | 0.02% | -7.7% | |
| FCX | Buy | Freeport-McMoran Copper & Gold | $30,000 | -9.1% | 3,048 | +70.9% | 0.02% | +4.5% |
| MMP | New | Magellan Midstream Partners L.P. | $30,000 | – | 500 | +100.0% | 0.02% | – |
| TXN | Texas Instruments Inc | $29,000 | -6.5% | 594 | 0.0% | 0.02% | +4.8% | |
| AEP | American Electric Power Co Inc | $29,000 | +7.4% | 511 | 0.0% | 0.02% | +22.2% | |
| IJT | New | iShares S&P Small-Cap 600 Growthetf | $29,000 | – | 238 | +100.0% | 0.02% | – |
| FB | Facebook Inc | $28,000 | +3.7% | 312 | 0.0% | 0.02% | +16.7% | |
| BALTF | iPath DJ-UBS Cotton TR Sub-Idx ETNetn | $28,000 | -12.5% | 700 | 0.0% | 0.02% | -4.5% | |
| PNC | Sell | PNC Financial Services Group Inc | $27,000 | -25.0% | 308 | -18.5% | 0.02% | -16.7% |
| EV | Eaton Vance Corp | $27,000 | -12.9% | 800 | 0.0% | 0.02% | -4.8% | |
| IJR | Sell | iShares Core S&P Small-Capetf | $25,000 | -66.2% | 239 | -61.9% | 0.02% | -62.0% |
| ITA | iShares US Aerospace & Defenseetf | $25,000 | -7.4% | 230 | 0.0% | 0.02% | +5.6% | |
| LMT | Lockheed Martin Corp | $24,000 | +14.3% | 114 | 0.0% | 0.02% | +28.6% | |
| XEL | Xcel Energy Inc | $23,000 | +9.5% | 658 | 0.0% | 0.02% | +21.4% | |
| TSLA | TESLA MTRS INC | $22,000 | -8.3% | 88 | 0.0% | 0.02% | +6.2% | |
| O | Realty Income Corp | $22,000 | +10.0% | 455 | 0.0% | 0.02% | +21.4% | |
| GDX | Buy | Market Vectors Gold Miners ETFetf | $23,000 | +109.1% | 1,670 | +178.3% | 0.02% | +142.9% |
| EMN | Eastman Chemical Co | $23,000 | -20.7% | 350 | 0.0% | 0.02% | -15.0% | |
| PFE | Buy | Pfizer Inc | $23,000 | +43.8% | 734 | +54.9% | 0.02% | +54.5% |
| WMT | Buy | Wal-Mart Stores Inc | $20,000 | -9.1% | 314 | +0.6% | 0.02% | 0.0% |
| VIAB | Viacom Inc | $20,000 | -35.5% | 475 | 0.0% | 0.02% | -28.6% | |
| MOO | Market Vectors Agribusiness ETFetf | $18,000 | -18.2% | 395 | 0.0% | 0.01% | -6.7% | |
| BLDR | Builders FirstSource Inc | $18,000 | 0.0% | 1,400 | 0.0% | 0.01% | +16.7% | |
| HD | HOME DEPOT INC. | $18,000 | +5.9% | 155 | 0.0% | 0.01% | +16.7% | |
| EPD | Sell | Enterprise Products Partners LP | $17,000 | -87.9% | 700 | -85.0% | 0.01% | -86.3% |
| DUK | Sell | Duke Energy Corporation | $17,000 | -69.6% | 233 | -70.8% | 0.01% | -65.8% |
| THO | Thor Industries Inc | $17,000 | -10.5% | 334 | 0.0% | 0.01% | 0.0% | |
| SGGFF | iPath DJ-UBS Sugar TR Sub-Idx ETNetn | $17,000 | -5.6% | 600 | 0.0% | 0.01% | +8.3% | |
| NMY | Nuveen MD Premium Income Muni Common | $16,000 | 0.0% | 1,310 | 0.0% | 0.01% | +9.1% | |
| IEV | iShares Europeetf | $16,000 | -5.9% | 398 | 0.0% | 0.01% | 0.0% | |
| RING | Buy | iShares MSCI Global Gold Minersetf | $16,000 | 0.0% | 2,946 | +31.2% | 0.01% | +9.1% |
| PG | Buy | Procter & Gamble Co | $15,000 | +50.0% | 202 | +54.2% | 0.01% | +57.1% |
| F | Ford Motor Company | $14,000 | -6.7% | 1,000 | 0.0% | 0.01% | +10.0% | |
| EXC | Exelon Corp | $15,000 | -6.2% | 516 | 0.0% | 0.01% | 0.0% | |
| COST | Costco Wholesale Corp | $14,000 | 0.0% | 100 | 0.0% | 0.01% | +22.2% | |
| CSCO | Buy | Cisco Systems Inc | $15,000 | +650.0% | 570 | +714.3% | 0.01% | +1000.0% |
| AUY | Buy | Yamana Gold Inc | $14,000 | 0.0% | 8,000 | +77.8% | 0.01% | +22.2% |
| CVS | CVS CAREMARK CORPORATION | $15,000 | -11.8% | 158 | 0.0% | 0.01% | -8.3% | |
| TRV | New | Travelers Companies Inc | $15,000 | – | 150 | +100.0% | 0.01% | – |
| HRB | H&R Block Inc | $15,000 | +25.0% | 406 | 0.0% | 0.01% | +37.5% | |
| MO | Sell | Altria Group Inc | $14,000 | -90.1% | 250 | -91.4% | 0.01% | -88.5% |
| KMI | Sell | Kinder Morgan Inc. | $14,000 | -85.6% | 500 | -80.1% | 0.01% | -83.3% |
| VLP | New | Valero Energy Partners LP | $13,000 | – | 300 | +100.0% | 0.01% | – |
| BRKB | New | Berkshire Hathaway Inc | $13,000 | – | 100 | +100.0% | 0.01% | – |
| VEA | Buy | Vanguard FTSE Developed Markets ETFetf | $13,000 | +62.5% | 378 | +89.0% | 0.01% | +100.0% |
| CTSH | Cognizant Technology Solutions Corp | $13,000 | +8.3% | 200 | 0.0% | 0.01% | +25.0% | |
| CL | Sell | Colgate-Palmolive Co | $13,000 | -90.1% | 200 | -90.0% | 0.01% | -88.8% |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $13,000 | -18.8% | 775 | 0.0% | 0.01% | -9.1% | |
| OHI | Omega Healthcare Investors Inc | $13,000 | 0.0% | 384 | 0.0% | 0.01% | +11.1% | |
| FXH | First Trust Health Care AlphaDEXetf | $13,000 | -18.8% | 231 | 0.0% | 0.01% | -9.1% | |
| MCD | Sell | McDonald s Corp | $12,000 | -86.4% | 124 | -86.6% | 0.01% | -85.0% |
| WRE | Washington REIT | $12,000 | -7.7% | 500 | 0.0% | 0.01% | 0.0% | |
| AMZN | Amazon.com Inc | $12,000 | +20.0% | 23 | 0.0% | 0.01% | +28.6% | |
| GILD | GILEAD SCIENCES INC. | $12,000 | -20.0% | 126 | 0.0% | 0.01% | -10.0% | |
| SRCL | Stericycle Inc | $12,000 | 0.0% | 89 | 0.0% | 0.01% | +12.5% | |
| INTC | New | INTEL CORP | $12,000 | – | 383 | +100.0% | 0.01% | – |
| FNI | First Trust ISE Chindia Idx | $10,000 | -16.7% | 381 | 0.0% | 0.01% | 0.0% | |
| IWB | New | iShares Russell 1000etf | $10,000 | – | 97 | +100.0% | 0.01% | – |
| SLB | Schlumberger NV | $11,000 | -21.4% | 165 | 0.0% | 0.01% | -11.1% | |
| SH | Buy | ProShares Short S&P500etf | $11,000 | +1000.0% | 492 | +884.0% | 0.01% | +700.0% |
| AMJ | Buy | JPMorgan Alerian MLP ETNetn | $10,000 | +100.0% | 335 | +191.3% | 0.01% | +166.7% |
| DOFSQ | Diamond Offshore Drilling Inc | $11,000 | -35.3% | 660 | 0.0% | 0.01% | -33.3% | |
| AEM | Agnico Eagle Mines Ltd | $11,000 | -8.3% | 440 | 0.0% | 0.01% | 0.0% | |
| PNR | Buy | Pentair Plc | $9,000 | +80.0% | 177 | +129.9% | 0.01% | +133.3% |
| AMLP | ALPS Alerian MLP ETFetf | $9,000 | -18.2% | 692 | 0.0% | 0.01% | 0.0% | |
| D | New | Dominion Resources Inc | $9,000 | – | 125 | +100.0% | 0.01% | – |
| EEM | iShares MSCI Emerging Marketsetf | $9,000 | -18.2% | 282 | 0.0% | 0.01% | 0.0% | |
| NUE | Nucor Corp | $9,000 | -18.2% | 245 | 0.0% | 0.01% | 0.0% | |
| SCTY | Buy | SolarCity Corp | $9,000 | 0.0% | 210 | +23.5% | 0.01% | +16.7% |
| SYK | Stryker Corporation | $9,000 | -10.0% | 100 | 0.0% | 0.01% | 0.0% | |
| VBR | New | Vanguard Small-Cap Value ETFetf | $9,000 | – | 94 | +100.0% | 0.01% | – |
| PAYX | Paychex Inc | $8,000 | 0.0% | 160 | 0.0% | 0.01% | +20.0% | |
| ABBV | New | Abbvie Inc | $8,000 | – | 150 | +100.0% | 0.01% | – |
| FIT | Sell | Fitbit Inc Cl A | $8,000 | -96.4% | 210 | -96.4% | 0.01% | -96.0% |
| VGK | Vanguard European Stock Index ETFetf | $8,000 | -11.1% | 165 | 0.0% | 0.01% | 0.0% | |
| HOG | New | Harley-Davidson Inc | $8,000 | – | 150 | +100.0% | 0.01% | – |
| MDLZ | New | MONDELEZ INTL INC | $6,000 | – | 150 | +100.0% | 0.01% | – |
| UNH | UnitedHealth Group Inc | $6,000 | 0.0% | 50 | 0.0% | 0.01% | +25.0% | |
| PALL | ETFS Physical Palladium Sharesetf | $6,000 | -14.3% | 100 | 0.0% | 0.01% | 0.0% | |
| HSY | Hershey Co | $7,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% | |
| VLY | New | Valley National Bancorp | $6,000 | – | 631 | +100.0% | 0.01% | – |
| GOOG | New | GOOGLE INC. CLASS C | $6,000 | – | 10 | +100.0% | 0.01% | – |
| AVGO | Avago Technologies Ltd | $6,000 | -14.3% | 50 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $6,000 | -14.3% | 300 | 0.0% | 0.01% | 0.0% | |
| ABT | New | ABBOTT LABORATORIES | $6,000 | – | 150 | +100.0% | 0.01% | – |
| SWHC | Buy | Smith & Wesson Holding Corporation | $6,000 | 0.0% | 358 | +2.3% | 0.01% | +25.0% |
| SAP | New | SAP SE ADRadr | $6,000 | – | 100 | +100.0% | 0.01% | – |
| BBT | BB&T Corp | $5,000 | 0.0% | 130 | 0.0% | 0.00% | +33.3% | |
| WFM | Buy | Whole Foods Market Inc | $5,000 | +66.7% | 146 | +121.2% | 0.00% | +100.0% |
| EFA | New | iShares MSCI EAFEetf | $5,000 | – | 82 | +100.0% | 0.00% | – |
| ITB | iShares US Home Constructionetf | $5,000 | 0.0% | 200 | 0.0% | 0.00% | +33.3% | |
| DBC | PowerShares DB Commodity Index Trackingetf | $5,000 | 0.0% | 300 | 0.0% | 0.00% | +33.3% | |
| GOOGL | New | Google Inc | $5,000 | – | 8 | +100.0% | 0.00% | – |
| ISCG | iShares Morningstar Small-Cap Growthetf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | +33.3% | |
| MET | MetLife Inc | $5,000 | 0.0% | 96 | 0.0% | 0.00% | +33.3% | |
| FTR | New | Frontier Communications Corp | $5,000 | – | 1,027 | +100.0% | 0.00% | – |
| RSX | Buy | Market Vectors Russia ETFetf | $5,000 | 0.0% | 318 | +27.2% | 0.00% | +33.3% |
| XLI | Industrial Select Sector SPDRetf | $5,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
| XL | New | XL Group PLC | $5,000 | – | 125 | +100.0% | 0.00% | – |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $4,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| KHC | New | Kraft Heinz Co | $4,000 | – | 50 | +100.0% | 0.00% | – |
| MFC | Manulife Financial Corporation | $4,000 | -20.0% | 270 | 0.0% | 0.00% | 0.0% | |
| CAT | New | CATERPILLAR INC. | $4,000 | – | 54 | +100.0% | 0.00% | – |
| CGNX | New | Cognex Corp | $4,000 | – | 125 | +100.0% | 0.00% | – |
| LUV | Southwest Airlines Co | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +50.0% | |
| BAC | Bank of America Corporation | $4,000 | -20.0% | 280 | 0.0% | 0.00% | 0.0% | |
| V | Visa Inc | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| TWTR | Twitter Inc | $2,000 | -33.3% | 70 | 0.0% | 0.00% | 0.0% | |
| TLN | Talen Energy Corp | $3,000 | -40.0% | 267 | 0.0% | 0.00% | -33.3% | |
| BAX | Baxter International Inc | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| CARZ | First Trust NASDAQ Global Auto Indexetf | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -33.3% | |
| VLO | Valero Energy Corp | $2,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $2,000 | 0.0% | 35 | 0.0% | 0.00% | +100.0% | |
| NOC | Northrop Grumman Corp | $2,000 | 0.0% | 15 | 0.0% | 0.00% | +100.0% | |
| DPZ | Domino s Pizza Inc | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| DNRCQ | Denbury Resources Inc | $3,000 | -62.5% | 1,260 | 0.0% | 0.00% | -60.0% | |
| UPS | United Parcel Service Inc (UPS) | $2,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
| DE | Buy | Deere & Co | $2,000 | 0.0% | 29 | +61.1% | 0.00% | +100.0% |
| MS | Sell | Morgan Stanley | $3,000 | -96.3% | 100 | -95.2% | 0.00% | -96.4% |
| NFLX | Buy | NETFLIX INC. | $3,000 | 0.0% | 33 | +725.0% | 0.00% | 0.0% |
| XLE | Energy Select Sector SPDRetf | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -33.3% | |
| CFMS | New | Conformis Inc | $3,000 | – | 140 | +100.0% | 0.00% | – |
| XLK | ="Technology Select Sector SPDRetf | $3,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| BLK | BlackRock Inc | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BA | Boeing Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| AZN | Buy | ASTRAZENECA PLC -SPONS ADRadr | $3,000 | 0.0% | 100 | +100.0% | 0.00% | 0.0% |
| IVV | iShares Core S&P 500etf | $2,000 | 0.0% | 12 | 0.0% | 0.00% | +100.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| BRCM | Broadcom Corp | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PEP | PepsiCo Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | +100.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $2,000 | -33.3% | 96 | 0.0% | 0.00% | 0.0% | |
| PFF | Sell | iShares US Preferred Stocketf | $3,000 | -94.4% | 80 | -94.2% | 0.00% | -94.6% |
| BXLT | New | Baxalta Inc | $2,000 | – | 50 | +100.0% | 0.00% | – |
| FLOT | iShares Floating Rate Bondetf | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| KORS | Michael Kors Holdings Ltd | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| EMB | iShares JPMorgan USD Emerg Markets Bondetf | $3,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $2,000 | -33.3% | 140 | 0.0% | 0.00% | 0.0% | |
| MRO | Marathon Oil Corp | $3,000 | -40.0% | 188 | 0.0% | 0.00% | -33.3% | |
| TYC | Tyco International Ltd | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| IYJ | iShares US Industrialsetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| OLN | Olin Corp | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| JCPNQ | JC Penney Co Inc | $1,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| POT | Potash Corp of Saskatchewan Inc | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GDDY | Godaddy Inc | $1,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| PCLN | Priceline Group Inc | $1,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| PRU | Prudential Financial Inc | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| GMF | New | SPDR S&P Emerging Asia Pacific ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| XLB | Materials Select Sector SPDRetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| USO | United States Oil ETFetf | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| VWO | New | Vanguard Emerging Markets Stock Idx ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ADM | Archer-Daniels Midland Co | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $1,000 | -50.0% | 20 | 0.0% | 0.00% | 0.0% | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| MPC | Marathon Petroleum Corp | $1,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CSRE | Exit | CSR PLCadr | $0 | – | -6 | -100.0% | 0.00% | – |
| LNCOQ | Exit | LinnCo LLC | $0 | – | -51 | -100.0% | 0.00% | – |
| CHK | Chesapeake Energy Corp | $0 | -100.0% | 48 | 0.0% | 0.00% | -100.0% | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| PZD | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| AET | Aetna Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ADT | ADT Corp | $0 | – | 5 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 80 | 0.0% | 0.00% | – | |
| 4305PS | Sell | Alcatel-Lucentadr | $0 | – | 65 | -47.2% | 0.00% | – |
| BOTA | Biota Pharmaceuticals Inc | $0 | – | 3 | 0.0% | 0.00% | – | |
| GEOS | Geospace Technologies Corp | $0 | -100.0% | 30 | 0.0% | 0.00% | -100.0% | |
| COPX | Global X Copper Miners ETFetf | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| CST | Cst Brands Inc | $0 | – | 2 | 0.0% | 0.00% | – | |
| RDSB | Exit | Royal Dutch Shell PLCadr | $0 | – | -19 | -100.0% | -0.00% | – |
| FIEIF | Exit | Frontier Communications Corp | $0 | – | -670 | -100.0% | -0.00% | – |
| JPM | Exit | JPMorgan Chase & Co | $0 | – | -50 | -100.0% | -0.00% | – |
| POM | Exit | Pepco Holdings Inc | $0 | – | -101 | -100.0% | -0.00% | – |
| GOOG | Exit | GOOGLE INC. CLASS C | $0 | – | -10 | -100.0% | -0.00% | – |
| NOV | Exit | National Oilwell Varco Inc | $0 | – | -103 | -100.0% | -0.00% | – |
| VOD | Exit | Vodafone Group PLCadr | $0 | – | -109 | -100.0% | -0.00% | – |
| TRI | Exit | Thomson Reuters Corp | $0 | – | -100 | -100.0% | -0.00% | – |
| GOOGL | Exit | Google Inc | $0 | – | -8 | -100.0% | -0.00% | – |
| LINEQ | Exit | Linn Energy LLCunit ltd liab | $0 | – | -1,500 | -100.0% | -0.01% | – |
| SSYS | Exit | Stratasys Ltd | $0 | – | -446 | -100.0% | -0.01% | – |
| HAL | Exit | Halliburton Co | $0 | – | -493 | -100.0% | -0.01% | – |
| JMF | Exit | Nuveen Energy MLP Total Return Common | $0 | – | -1,731 | -100.0% | -0.02% | – |
| SPLS | Exit | Staples Inc | $0 | – | -2,000 | -100.0% | -0.02% | – |
| DPG | Exit | Duff&Phelps Global Utility Inc Ord | $0 | – | -2,116 | -100.0% | -0.02% | – |
| GSK | Exit | GlaxoSmithKline PLCadr | $0 | – | -1,000 | -100.0% | -0.03% | – |
| RDSA | Exit | Royal Dutch Shell PLCadr | $0 | – | -800 | -100.0% | -0.03% | – |
| NS | Exit | Nustar Energy L.P. | $0 | – | -900 | -100.0% | -0.04% | – |
| GIS | Exit | General Mills Inc | $0 | – | -1,000 | -100.0% | -0.04% | – |
| IBM | Exit | International Business Machines Corp | $0 | – | -400 | -100.0% | -0.04% | – |
| BPL | Exit | Buckeye Partners LPunit ltd partn | $0 | – | -900 | -100.0% | -0.04% | – |
| PXD | Exit | Pioneer Natural Resources Co | $0 | – | -489 | -100.0% | -0.05% | – |
| PM | Exit | Philip Morris International Inc | $0 | – | -900 | -100.0% | -0.05% | – |
| ZBH | Exit | Zimmer Holdings Inc | $0 | – | -800 | -100.0% | -0.06% | – |
| PBE | Exit | PowerShares Dynamic Biotech & Genomeetf | $0 | – | -2,700 | -100.0% | -0.11% | – |
| VFC | Exit | VF Corp | $0 | – | -2,300 | -100.0% | -0.11% | – |
| VQT | Exit | Barclays S&P 500 Dynamic VEQTOR ETNetn | $0 | – | -42,443 | -100.0% | -4.12% | – |
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.