$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | New | iShares Russell 1000 Growthetf | $217,000 | – | 2,333 | +100.0% | 0.16% | – |
| IWD | New | iShares Russell 1000 Valueetf | $122,000 | – | 1,308 | +100.0% | 0.09% | – |
| VTV | New | Vanguard Value ETFetf | $96,000 | – | 1,250 | +100.0% | 0.07% | – |
| IWS | New | iShares Russell Mid-Cap Valueetf | $33,000 | – | 488 | +100.0% | 0.02% | – |
| MMP | New | Magellan Midstream Partners L.P. | $30,000 | – | 500 | +100.0% | 0.02% | – |
| IJT | New | iShares S&P Small-Cap 600 Growthetf | $29,000 | – | 238 | +100.0% | 0.02% | – |
| TRV | New | Travelers Companies Inc | $15,000 | – | 150 | +100.0% | 0.01% | – |
| 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% | – |
| INTC | New | INTEL CORP | $12,000 | – | 383 | +100.0% | 0.01% | – |
| IWB | New | iShares Russell 1000etf | $10,000 | – | 97 | +100.0% | 0.01% | – |
| D | New | Dominion Resources Inc | $9,000 | – | 125 | +100.0% | 0.01% | – |
| VBR | New | Vanguard Small-Cap Value ETFetf | $9,000 | – | 94 | +100.0% | 0.01% | – |
| ABBV | New | Abbvie Inc | $8,000 | – | 150 | +100.0% | 0.01% | – |
| HOG | New | Harley-Davidson Inc | $8,000 | – | 150 | +100.0% | 0.01% | – |
| MDLZ | New | MONDELEZ INTL INC | $6,000 | – | 150 | +100.0% | 0.01% | – |
| 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% | – |
| ABT | New | ABBOTT LABORATORIES | $6,000 | – | 150 | +100.0% | 0.01% | – |
| SAP | New | SAP SE ADRadr | $6,000 | – | 100 | +100.0% | 0.01% | – |
| EFA | New | iShares MSCI EAFEetf | $5,000 | – | 82 | +100.0% | 0.00% | – |
| GOOGL | New | Google Inc | $5,000 | – | 8 | +100.0% | 0.00% | – |
| FTR | New | Frontier Communications Corp | $5,000 | – | 1,027 | +100.0% | 0.00% | – |
| XL | New | XL Group PLC | $5,000 | – | 125 | +100.0% | 0.00% | – |
| KHC | New | Kraft Heinz Co | $4,000 | – | 50 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC. | $4,000 | – | 54 | +100.0% | 0.00% | – |
| CGNX | New | Cognex Corp | $4,000 | – | 125 | +100.0% | 0.00% | – |
| CFMS | New | Conformis Inc | $3,000 | – | 140 | +100.0% | 0.00% | – |
| BXLT | New | Baxalta Inc | $2,000 | – | 50 | +100.0% | 0.00% | – |
| GMF | New | SPDR S&P Emerging Asia Pacific ETFetf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| VWO | New | Vanguard Emerging Markets Stock Idx ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
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.