$149 Million is the total value of Lowe Wealth Advisors, LLC's 259 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 33.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $32,063,000 | +1.2% | 153,065 | -0.7% | 21.55% | -0.9% |
| USMV | Buy | iShares Tr MSCI USA MinVolatilityetf | $21,336,000 | +5.4% | 461,726 | +0.2% | 14.34% | +3.2% |
| QQQ | Sell | Powershares QQQ Trustetf | $13,944,000 | -2.8% | 129,659 | -1.3% | 9.37% | -4.8% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $7,151,000 | +1.7% | 88,459 | +0.7% | 4.81% | -0.4% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $7,149,000 | -1.1% | 70,660 | -1.5% | 4.80% | -3.2% |
| IEF | Buy | iShares 7-10 Year Treasury Bondetf | $6,502,000 | +4.0% | 57,565 | +1.6% | 4.37% | +1.8% |
| TUZ | Sell | PIMCO 1-3 Year US Treasury Index ETFetf | $6,046,000 | -6.6% | 117,938 | -7.0% | 4.06% | -8.6% |
| IYY | Buy | iShares DJ US Total Market Indexetf | $5,793,000 | +2.7% | 55,369 | +0.6% | 3.89% | +0.5% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $5,754,000 | +1.6% | 74,615 | -0.6% | 3.87% | -0.5% |
| SDY | Buy | SPDR S&P Dividend ETFetf | $5,360,000 | +7.0% | 63,868 | +1.9% | 3.60% | +4.7% |
| IAU | Buy | iShares Gold Trustetf | $4,379,000 | +12.2% | 343,151 | +4.4% | 2.94% | +9.9% |
| SH | New | ProShares Short S&P500etf | $3,189,000 | – | 80,431 | +100.0% | 2.14% | – |
| HDV | Buy | iShares High Dividendetf | $3,131,000 | +5.5% | 38,114 | +0.2% | 2.10% | +3.3% |
| BSCI | Buy | Guggenheim BulletShrs 2018 Corp Bd ETFetf | $3,013,000 | +3.5% | 140,994 | +2.3% | 2.02% | +1.4% |
| IYR | Sell | iShares US Real Estateetf | $2,890,000 | +5.2% | 35,080 | -0.6% | 1.94% | +3.0% |
| XLV | Buy | Health Care Select Sector SPDRetf | $1,946,000 | +9.5% | 27,138 | +3.5% | 1.31% | +7.2% |
| BSCJ | Buy | Guggenheim BulletShrs 2019 Corp Bd ETFetf | $1,914,000 | +5.4% | 89,319 | +4.4% | 1.29% | +3.2% |
| T | Sell | AT&T Inc | $1,881,000 | +7.9% | 43,530 | -2.3% | 1.26% | +5.6% |
| IWV | iShares Russell 3000etf | $1,675,000 | +2.6% | 13,504 | 0.0% | 1.13% | +0.5% | |
| IWM | Sell | iShares Russell 2000etf | $1,671,000 | +3.7% | 14,530 | -0.3% | 1.12% | +1.5% |
| MDY | Buy | SPDR S&P MidCap 400etf | $1,529,000 | +4.7% | 5,617 | +1.0% | 1.03% | +2.5% |
| GG | Buy | Goldcorp Inc | $1,278,000 | +18.3% | 66,826 | +0.5% | 0.86% | +15.9% |
| MKC | Buy | McCormick & Company Inc | $772,000 | +7.2% | 7,240 | +0.0% | 0.52% | +5.1% |
| AGG | Buy | iShares Core US Aggregate Bondetf | $723,000 | +3.6% | 6,419 | +1.9% | 0.49% | +1.5% |
| HEDJ | Buy | WisdomTree Europe Hedged Equity ETFetf | $680,000 | +0.1% | 13,450 | +2.8% | 0.46% | -1.9% |
| BSCH | Sell | Guggenheim BulletShrs 2017 Corp Bd ETFetf | $591,000 | -1.0% | 25,962 | -1.5% | 0.40% | -3.2% |
| IXUS | Buy | iShares Core MSCI Total Intl Stketf | $553,000 | +0.5% | 11,303 | +1.6% | 0.37% | -1.3% |
| MKCV | McCormick & Company Inc | $465,000 | +6.9% | 4,380 | 0.0% | 0.31% | +4.3% | |
| XOM | Sell | Exxon Mobil Corporation | $310,000 | +8.4% | 3,309 | -3.2% | 0.21% | +6.1% |
| OEF | iShares S&P 100 Index Fund CBOEetf | $288,000 | +1.4% | 3,105 | 0.0% | 0.19% | -0.5% | |
| DIS | Buy | DISNEY WALT COMPANY | $275,000 | +570.7% | 2,815 | +580.0% | 0.18% | +560.7% |
| AAPL | Sell | APPLE INC. | $234,000 | -15.8% | 2,453 | -3.9% | 0.16% | -17.8% |
| MSFT | Buy | Microsoft Corp | $164,000 | -6.3% | 3,206 | +1.4% | 0.11% | -8.3% |
| MRK | Buy | MERCK & CO. INC. | $151,000 | +11.0% | 2,619 | +1.8% | 0.10% | +8.6% |
| IVW | iShares S&P 500 Growthetf | $146,000 | +0.7% | 1,252 | 0.0% | 0.10% | -2.0% | |
| VZ | Buy | Verizon Communications Inc | $132,000 | +4.8% | 2,356 | +0.8% | 0.09% | +3.5% |
| NEM | Newmont Mining Corp | $126,000 | +46.5% | 3,220 | 0.0% | 0.08% | +44.1% | |
| SLV | Ishares Silver Trustetf | $108,000 | +21.3% | 6,053 | 0.0% | 0.07% | +19.7% | |
| CVX | CHEVRON CORPORATION | $109,000 | +9.0% | 1,044 | 0.0% | 0.07% | +5.8% | |
| KO | Coca-Cola Co | $97,000 | -2.0% | 2,131 | 0.0% | 0.06% | -4.4% | |
| UAA | Buy | UNDER ARMOUR INC. | $97,000 | -48.9% | 2,419 | +7.8% | 0.06% | -50.0% |
| POT | Buy | Potash Corp of Saskatchewan Inc | $96,000 | +966.7% | 5,930 | +1018.9% | 0.06% | +983.3% |
| MA | MasterCard Inc | $90,000 | -6.2% | 1,020 | 0.0% | 0.06% | -9.1% | |
| CMCSA | Comcast Corp | $85,000 | +6.2% | 1,307 | 0.0% | 0.06% | +3.6% | |
| QCOM | Buy | Qualcomm Inc | $84,000 | +9.1% | 1,563 | +3.5% | 0.06% | +5.7% |
| UA | New | UNDER ARMOUR INC-CLASS C | $82,000 | – | 2,260 | +100.0% | 0.06% | – |
| PPL | PPL Corp | $81,000 | 0.0% | 2,138 | 0.0% | 0.05% | -3.6% | |
| ESRX | Express Scripts | $72,000 | +10.8% | 953 | 0.0% | 0.05% | +6.7% | |
| CBS | CBS Corp | $68,000 | 0.0% | 1,242 | 0.0% | 0.05% | -2.1% | |
| SBUX | Buy | Starbucks Corp | $67,000 | -2.9% | 1,168 | +1.7% | 0.04% | -4.3% |
| BP | Buy | BP PLCadr | $62,000 | +17.0% | 1,746 | +0.1% | 0.04% | +16.7% |
| TROW | T. Rowe Price Group Inc | $63,000 | 0.0% | 860 | 0.0% | 0.04% | -2.3% | |
| PSQ | ProShares Short QQQetf | $63,000 | 0.0% | 1,200 | 0.0% | 0.04% | -2.3% | |
| DNP | DNP Select Income Common | $56,000 | +5.7% | 5,294 | 0.0% | 0.04% | +5.6% | |
| SLF | Buy | Sun Life Financial Inc | $52,000 | +2.0% | 1,570 | +0.2% | 0.04% | 0.0% |
| STZ | Constellation Brands Inc | $50,000 | +11.1% | 300 | 0.0% | 0.03% | +9.7% | |
| DVY | iShares Select Dividendetf | $50,000 | +4.2% | 588 | 0.0% | 0.03% | +3.0% | |
| JNJ | Buy | Johnson and Johnson | $49,000 | +19.5% | 407 | +7.4% | 0.03% | +17.9% |
| BMY | Bristol-Myers Squibb Company | $46,000 | +15.0% | 625 | 0.0% | 0.03% | +14.8% | |
| COL | Rockwell Collins Inc | $46,000 | -8.0% | 546 | 0.0% | 0.03% | -8.8% | |
| AUY | Yamana Gold Inc | $42,000 | +75.0% | 8,000 | 0.0% | 0.03% | +75.0% | |
| ERUS | iShares MSCI Russia Capped Indexetf | $40,000 | +5.3% | 3,000 | 0.0% | 0.03% | +3.8% | |
| FCX | Freeport-McMoran Copper & Gold | $39,000 | +8.3% | 3,498 | 0.0% | 0.03% | +4.0% | |
| TXN | Texas Instruments Inc | $37,000 | +8.8% | 594 | 0.0% | 0.02% | +8.7% | |
| RING | iShares MSCI Global Gold Minersetf | $35,000 | +40.0% | 2,946 | 0.0% | 0.02% | +41.2% | |
| FB | Facebook Inc | $36,000 | 0.0% | 312 | 0.0% | 0.02% | -4.0% | |
| AEP | American Electric Power Co Inc | $36,000 | +5.9% | 511 | 0.0% | 0.02% | +4.3% | |
| GDX | New | Market Vectors Gold Miners ETFetf | $36,000 | – | 1,300 | +100.0% | 0.02% | – |
| ROK | Rockwell Automation Inc | $32,000 | 0.0% | 282 | 0.0% | 0.02% | 0.0% | |
| O | Realty Income Corp | $32,000 | +14.3% | 455 | 0.0% | 0.02% | +15.8% | |
| BALTF | iPath DJ-UBS Cotton TR Sub-Idx ETNetn | $30,000 | +11.1% | 700 | 0.0% | 0.02% | +5.3% | |
| XEL | Xcel Energy Inc | $29,000 | +3.6% | 658 | 0.0% | 0.02% | 0.0% | |
| CCJ | Cameco Corp | $29,000 | -14.7% | 2,670 | 0.0% | 0.02% | -17.4% | |
| EV | Eaton Vance Corp | $28,000 | +3.7% | 800 | 0.0% | 0.02% | 0.0% | |
| SGGFF | iPath DJ-UBS Sugar TR Sub-Idx ETNetn | $28,000 | +33.3% | 600 | 0.0% | 0.02% | +35.7% | |
| VIG | Vanguard Dividend Apprec Idx ETFetf | $28,000 | +3.7% | 331 | 0.0% | 0.02% | 0.0% | |
| LMT | Buy | Lockheed Martin Corp | $29,000 | +16.0% | 118 | +3.5% | 0.02% | +11.8% |
| ITA | iShares US Aerospace & Defenseetf | $29,000 | +7.4% | 230 | 0.0% | 0.02% | 0.0% | |
| SRCL | Buy | Stericycle Inc | $26,000 | +333.3% | 248 | +416.7% | 0.02% | +325.0% |
| MMP | Buy | Magellan Midstream Partners L.P. | $26,000 | +23.8% | 342 | +14.0% | 0.02% | +21.4% |
| PNC | PNC Financial Services Group Inc | $25,000 | -3.8% | 308 | 0.0% | 0.02% | -5.6% | |
| IJR | iShares Core S&P Small-Capetf | $26,000 | +4.0% | 223 | 0.0% | 0.02% | 0.0% | |
| EMC | Sell | EMC Corp | $25,000 | -37.5% | 932 | -38.3% | 0.02% | -37.0% |
| WMT | Buy | Wal-Mart Stores Inc | $26,000 | +8.3% | 362 | +1.4% | 0.02% | +6.2% |
| F | Ford Motor Company | $25,000 | -7.4% | 2,000 | 0.0% | 0.02% | -10.5% | |
| SYK | Stryker Corporation | $24,000 | +14.3% | 200 | 0.0% | 0.02% | +14.3% | |
| EMN | Eastman Chemical Co | $24,000 | -4.0% | 350 | 0.0% | 0.02% | -5.9% | |
| AEM | Agnico Eagle Mines Ltd | $24,000 | +50.0% | 440 | 0.0% | 0.02% | +45.5% | |
| XLF | Buy | Financial Select Sector SPDRAetf | $24,000 | +100.0% | 1,060 | +94.5% | 0.02% | +100.0% |
| VEA | Sell | Vanguard FTSE Developed Markets ETFetf | $24,000 | -41.5% | 678 | -41.0% | 0.02% | -42.9% |
| THO | Thor Industries Inc | $22,000 | +4.8% | 334 | 0.0% | 0.02% | +7.1% | |
| EXC | Exelon Corp | $19,000 | 0.0% | 516 | 0.0% | 0.01% | 0.0% | |
| GE | Buy | GENERAL ELECTRIC COMPANY | $20,000 | +25.0% | 631 | +22.3% | 0.01% | +18.2% |
| MOO | New | Market Vectors Agribusiness ETFetf | $19,000 | – | 395 | +100.0% | 0.01% | – |
| PG | Buy | Procter & Gamble Co | $20,000 | +17.6% | 239 | +18.3% | 0.01% | +8.3% |
| HD | HOME DEPOT INC. | $20,000 | -4.8% | 155 | 0.0% | 0.01% | -7.1% | |
| VIAB | Viacom Inc | $20,000 | 0.0% | 475 | 0.0% | 0.01% | -7.1% | |
| DUK | Duke Energy Corporation | $20,000 | +5.3% | 233 | 0.0% | 0.01% | 0.0% | |
| NMY | Nuveen MD Premium Income Muni Common | $19,000 | +5.6% | 1,310 | 0.0% | 0.01% | +8.3% | |
| TSLA | TESLA MTRS INC | $19,000 | -5.0% | 88 | 0.0% | 0.01% | -7.1% | |
| VWO | Sell | Vanguard Emerging Markets Stock Idx ETFetf | $18,000 | -37.9% | 511 | -38.5% | 0.01% | -40.0% |
| GOOG | GOOGLE INC. CLASS C | $18,000 | -5.3% | 26 | 0.0% | 0.01% | -7.7% | |
| WRE | Washington REIT | $16,000 | +6.7% | 500 | 0.0% | 0.01% | +10.0% | |
| GOOGL | Google Inc | $17,000 | -5.6% | 24 | 0.0% | 0.01% | -8.3% | |
| MO | Altria Group Inc | $17,000 | +6.2% | 250 | 0.0% | 0.01% | 0.0% | |
| AMZN | Amazon.com Inc | $16,000 | +14.3% | 23 | 0.0% | 0.01% | +10.0% | |
| BLDR | Builders FirstSource Inc | $16,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| COST | Costco Wholesale Corp | $16,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| DOFSQ | Diamond Offshore Drilling Inc | $16,000 | +14.3% | 660 | 0.0% | 0.01% | +10.0% | |
| HYG | New | iShares iBoxx $ High Yield Corporate Bdetf | $17,000 | – | 200 | +100.0% | 0.01% | – |
| IEMG | New | iShares Core MSCI Emerging Marketsetf | $17,000 | – | 405 | +100.0% | 0.01% | – |
| AMJ | JPMorgan Alerian MLP ETNetn | $17,000 | +21.4% | 535 | 0.0% | 0.01% | +10.0% | |
| OHI | Buy | Omega Healthcare Investors Inc | $16,000 | +6.7% | 460 | +4.8% | 0.01% | +10.0% |
| PFE | Buy | Pfizer Inc | $16,000 | +45.5% | 456 | +21.9% | 0.01% | +37.5% |
| CVS | CVS CAREMARK CORPORATION | $15,000 | -11.8% | 160 | 0.0% | 0.01% | -16.7% | |
| AMP | New | Ameriprise Financial Inc | $15,000 | – | 167 | +100.0% | 0.01% | – |
| MCD | McDonald s Corp | $15,000 | -6.2% | 124 | 0.0% | 0.01% | -9.1% | |
| EPD | Buy | Enterprise Products Partners LP | $15,000 | +50.0% | 528 | +32.0% | 0.01% | +42.9% |
| CL | Colgate-Palmolive Co | $15,000 | +7.1% | 200 | 0.0% | 0.01% | 0.0% | |
| SLB | Schlumberger NV | $13,000 | +8.3% | 165 | 0.0% | 0.01% | +12.5% | |
| IEV | iShares Europeetf | $13,000 | -7.1% | 352 | 0.0% | 0.01% | -10.0% | |
| BRKB | Berkshire Hathaway Inc | $14,000 | 0.0% | 100 | 0.0% | 0.01% | -10.0% | |
| GDXJ | New | Market Vectors Junior Gold Miners ETFetf | $13,000 | – | 300 | +100.0% | 0.01% | – |
| FXH | First Trust Health Care AlphaDEXetf | $14,000 | +7.7% | 231 | 0.0% | 0.01% | 0.0% | |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $12,000 | +9.1% | 775 | 0.0% | 0.01% | 0.0% | |
| ABBV | Buy | Abbvie Inc | $12,000 | +33.3% | 200 | +33.3% | 0.01% | +33.3% |
| NUE | Nucor Corp | $12,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| EEM | iShares MSCI Emerging Marketsetf | $10,000 | 0.0% | 282 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC. | $11,000 | -8.3% | 126 | 0.0% | 0.01% | -12.5% | |
| SWHC | Buy | Smith & Wesson Holding Corporation | $11,000 | +10.0% | 408 | +14.0% | 0.01% | 0.0% |
| CTSH | Cognizant Technology Solutions Corp | $11,000 | -15.4% | 200 | 0.0% | 0.01% | -22.2% | |
| D | Dominion Resources Inc | $10,000 | +11.1% | 125 | 0.0% | 0.01% | +16.7% | |
| AVGO | Avago Technologies Ltd | $11,000 | 0.0% | 71 | 0.0% | 0.01% | -12.5% | |
| PAYX | Paychex Inc | $10,000 | +11.1% | 160 | 0.0% | 0.01% | +16.7% | |
| HSY | Buy | Hershey Co | $10,000 | +25.0% | 85 | +1.2% | 0.01% | +40.0% |
| FNI | First Trust ISE Chindia Idx | $10,000 | 0.0% | 381 | 0.0% | 0.01% | 0.0% | |
| XLY | New | Consumer Discret Select Sector SPDRAetf | $9,000 | – | 115 | +100.0% | 0.01% | – |
| HRB | H&R Block Inc | $9,000 | -18.2% | 406 | 0.0% | 0.01% | -25.0% | |
| AMLP | ALPS Alerian MLP ETFetf | $9,000 | +12.5% | 692 | 0.0% | 0.01% | +20.0% | |
| VGK | Vanguard European Stock Index ETFetf | $8,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| VLP | Valero Energy Partners LP | $7,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| UNH | UnitedHealth Group Inc | $7,000 | +16.7% | 50 | 0.0% | 0.01% | +25.0% | |
| VOT | New | Vanguard Mid-Cap Growth ETFetf | $8,000 | – | 83 | +100.0% | 0.01% | – |
| MBBYF | New | Mobileye Nv | $7,000 | – | 160 | +100.0% | 0.01% | – |
| CMG | Chipotle Mexican Grill Inc | $6,000 | -14.3% | 14 | 0.0% | 0.00% | -20.0% | |
| RSX | New | Market Vectors Russia ETFetf | $6,000 | – | 318 | +100.0% | 0.00% | – |
| ABT | ABBOTT LABORATORIES | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| ITB | iShares US Home Constructionetf | $6,000 | +20.0% | 200 | 0.0% | 0.00% | +33.3% | |
| SCTY | SolarCity Corp | $5,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% | |
| BAC | Bank of America Corporation | $4,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
| BBT | BB&T Corp | $5,000 | +25.0% | 130 | 0.0% | 0.00% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growthetf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| TLN | Talen Energy Corp | $4,000 | +100.0% | 267 | 0.0% | 0.00% | +200.0% | |
| V | Visa Inc | $4,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| RGR | New | STURM RUGER AND CO INC | $4,000 | – | 70 | +100.0% | 0.00% | – |
| WFM | Whole Foods Market Inc | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| ETP | Energy Transfer Partners LP | $4,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
| EWJ | New | iShares MSCI Japanetf | $4,000 | – | 335 | +100.0% | 0.00% | – |
| CAT | CATERPILLAR INC. | $4,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $4,000 | +33.3% | 180 | 0.0% | 0.00% | +50.0% | |
| DBC | PowerShares DB Commodity Index Trackingetf | $5,000 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
| DPZ | Domino s Pizza Inc | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| DNRCQ | Denbury Resources Inc | $5,000 | +66.7% | 1,260 | 0.0% | 0.00% | +50.0% | |
| LUV | Southwest Airlines Co | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair Plc | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| UPS | Buy | United Parcel Service Inc (UPS) | $4,000 | +33.3% | 41 | +64.0% | 0.00% | +50.0% |
| CGNX | Cognex Corp | $5,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| GDDY | Buy | Godaddy Inc | $4,000 | +300.0% | 114 | +200.0% | 0.00% | +200.0% |
| MFC | Manulife Financial Corporation | $4,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| NFLX | Buy | NETFLIX INC. | $4,000 | +33.3% | 41 | +24.2% | 0.00% | +50.0% |
| CSCO | Buy | Cisco Systems Inc | $5,000 | +150.0% | 186 | +165.7% | 0.00% | +200.0% |
| MPLX | New | MPLX LP | $3,000 | – | 87 | +100.0% | 0.00% | – |
| MRO | Marathon Oil Corp | $3,000 | +50.0% | 188 | 0.0% | 0.00% | +100.0% | |
| XLK | Technology Select Sector SPDRAetf | $3,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| MS | Morgan Stanley | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BLK | BlackRock Inc | $3,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| WY | New | Weyerhaeuser Co | $3,000 | – | 117 | +100.0% | 0.00% | – |
| PFF | iShares US Preferred Stocketf | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| CARZ | First Trust NASDAQ Global Auto Indexetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NOC | Northrop Grumman Corp | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| IVV | Sell | iShares Core S&P 500etf | $3,000 | -93.6% | 12 | -94.7% | 0.00% | -93.8% |
| BA | Boeing Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MET | MetLife Inc | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| FIT | Fitbit Inc Cl A | $3,000 | -25.0% | 260 | 0.0% | 0.00% | -33.3% | |
| XLE | Energy Select Sector SPDRAetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FLOT | iShares Floating Rate Bondetf | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| SJM | New | JM Smucker Co | $3,000 | – | 18 | +100.0% | 0.00% | – |
| KORS | Michael Kors Holdings Ltd | $3,000 | -25.0% | 65 | 0.0% | 0.00% | -33.3% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DLR | New | Digital Realty Trust Inc | $3,000 | – | 29 | +100.0% | 0.00% | – |
| GSK | New | GlaxoSmithKline PLCadr | $3,000 | – | 60 | +100.0% | 0.00% | – |
| EZU | New | iShares MSCI Eurozoneetf | $3,000 | – | 92 | +100.0% | 0.00% | – |
| BFB | Brown-Forman Corp | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| HST | New | Host Hotels & Resorts Inc | $1,000 | – | 41 | +100.0% | 0.00% | – |
| IEFA | iShares Core MSCI EAFEetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| DGRO | New | iShares Core Dividend Growthetf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| HCP | New | HCP Inc | $1,000 | – | 31 | +100.0% | 0.00% | – |
| JCI | New | Johnson Controls Inc | $2,000 | – | 40 | +100.0% | 0.00% | – |
| KMB | New | Kimberly-Clark Corp | $1,000 | – | 10 | +100.0% | 0.00% | – |
| LB | New | L Brands Inc | $1,000 | – | 22 | +100.0% | 0.00% | – |
| LAMR | New | Lamar Advertising Co | $2,000 | – | 27 | +100.0% | 0.00% | – |
| LL | Lumber Liquidators Holdings Inc | $2,000 | +100.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MCHP | New | Microchip Technology Inc | $2,000 | – | 31 | +100.0% | 0.00% | – |
| JWN | Nordstrom Inc | $2,000 | -33.3% | 45 | 0.0% | 0.00% | -50.0% | |
| NVS | New | NOVARTIS AG-ADRadr | $2,000 | – | 21 | +100.0% | 0.00% | – |
| OLN | Olin Corp | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FIEIF | Frontier Communications Corp | $2,000 | 0.0% | 351 | 0.0% | 0.00% | 0.0% | |
| PACW | New | PacWest Bancorp | $1,000 | – | 22 | +100.0% | 0.00% | – |
| PEP | PepsiCo Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| UFS | New | Domtar Corp | $2,000 | – | 49 | +100.0% | 0.00% | – |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| DE | Deere & Co | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CFMS | Buy | Conformis Inc | $2,000 | 0.0% | 240 | +71.4% | 0.00% | 0.0% |
| GLD | New | SPDR Gold Sharesetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| GMF | SPDR S&P Emerging Asia Pacific ETFetf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| COH | New | Coach Inc | $2,000 | – | 60 | +100.0% | 0.00% | – |
| XLB | Materials Select Sector SPDRAetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| SNH | New | Senior Housing Properties Trust | $1,000 | – | 27 | +100.0% | 0.00% | – |
| SHAK | Shake Shack Inc | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SHPG | New | Shire PLCadr | $1,000 | – | 8 | +100.0% | 0.00% | – |
| SE | New | Spectra Energy Corp | $2,000 | – | 65 | +100.0% | 0.00% | – |
| SXC | SunCoke Energy Inc | $1,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| CME | New | CME Group Inc/IL | $2,000 | – | 17 | +100.0% | 0.00% | – |
| WOOD | iShares Global Timber & Forestryetf | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TD | New | Toronto Dominion Bk Ont Com New | $2,000 | – | 41 | +100.0% | 0.00% | – |
| TWTR | Twitter Inc | $1,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| VRX | Valeant Pharmaceuticals Intl I Com | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $1,000 | -50.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BMO | New | Bank Montreal Que Com | $1,000 | – | 18 | +100.0% | 0.00% | – |
| BCE | New | Bce Inc Com New | $1,000 | – | 14 | +100.0% | 0.00% | – |
| ADM | Archer-Daniels Midland Co | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VOD | New | Vodafone Group PLCadr | $1,000 | – | 40 | +100.0% | 0.00% | – |
| AXP | American Express Co | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| WFC | New | Wells Fargo & Co | $2,000 | – | 33 | +100.0% | 0.00% | – |
| ETN | New | Eaton Corp PLC | $1,000 | – | 24 | +100.0% | 0.00% | – |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| LYB | New | Lyondellbasell Industries NV | $2,000 | – | 27 | +100.0% | 0.00% | – |
| IJH | iShares Core S&P Mid-Capetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| IVE | New | iShares S&P 500 Value ETFetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
| NOK | Nokia Oyjadr | $0 | – | 35 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GEOS | Geospace Technologies Corp | $0 | – | 30 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| LOW | lowes companies incorporated | $0 | – | 5 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 80 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| CST | Cst Brands Inc | $0 | – | 2 | 0.0% | 0.00% | – | |
| BOTA | Exit | Biota Pharmaceuticals Inc | $0 | – | -3 | -100.0% | 0.00% | – |
| CHK | Chesapeake Energy Corp | $0 | – | 48 | 0.0% | 0.00% | – | |
| PZD | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| AET | Aetna Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| ADT | Exit | ADT Corp | $0 | – | -5 | -100.0% | 0.00% | – |
| BXLT | Exit | Baxalta Inc | $0 | – | -50 | -100.0% | -0.00% | – |
| JCPNQ | Exit | JC Penney Co Inc | $0 | – | -150 | -100.0% | -0.00% | – |
| BAX | Exit | Baxter International Inc | $0 | – | -51 | -100.0% | -0.00% | – |
| RSX | Exit | Market Vectors Russia ETFetf | $0 | – | -318 | -100.0% | -0.00% | – |
| PALL | Exit | ETFS Physical Palladium Sharesetf | $0 | – | -100 | -100.0% | -0.00% | – |
| USO | Exit | United States Oil ETFetf | $0 | – | -600 | -100.0% | -0.00% | – |
| XLI | Exit | Industrial Select Sector SPDRAetf | $0 | – | -100 | -100.0% | -0.00% | – |
| GDXJ | Exit | Market Vectors Junior Gold Miners ETFetf | $0 | – | -300 | -100.0% | -0.01% | – |
| MOO | Exit | Market Vectors Agribusiness ETFetf | $0 | – | -395 | -100.0% | -0.01% | – |
| GDX | Exit | Market Vectors Gold Miners ETFetf | $0 | – | -1,300 | -100.0% | -0.02% | – |
| BND | Exit | Vanguard Total Bond Market ETFetf | $0 | – | -493 | -100.0% | -0.03% | – |
| RMTI | Exit | Rockwell Medical Inc | $0 | – | -15,735 | -100.0% | -0.08% | – |
| PKW | Exit | PowerShares Buyback Achieversetf | $0 | – | -14,776 | -100.0% | -0.46% | – |
| SH | Exit | ProShares Short S&P500etf | $0 | – | -154,692 | -100.0% | -2.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-19
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.