$148 Million is the total value of Lowe Wealth Advisors, LLC's 253 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 12.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $32,965,000 | +2.8% | 152,405 | -0.4% | 22.32% | +3.6% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $20,043,000 | -6.1% | 441,174 | -4.5% | 13.57% | -5.3% |
| QQQ | Sell | Powershares QQQ Trustetf | $15,334,000 | +10.0% | 129,161 | -0.4% | 10.38% | +10.8% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $7,103,000 | -0.6% | 70,038 | -0.9% | 4.81% | +0.1% |
| VCSH | Sell | Vanguard Short-Term Corporate Bond ETFetf | $7,100,000 | -0.7% | 88,143 | -0.4% | 4.81% | +0.0% |
| IEF | Buy | iShares 7-10 Year Treasury Bondetf | $6,531,000 | +0.4% | 58,374 | +1.4% | 4.42% | +1.2% |
| TUZ | Sell | PIMCO 1-3 Year US Treasury Index ETFetf | $6,021,000 | -0.4% | 117,834 | -0.1% | 4.08% | +0.3% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $5,952,000 | +2.7% | 54,844 | -0.9% | 4.03% | +3.5% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $5,828,000 | +1.3% | 74,173 | -0.6% | 3.95% | +2.0% |
| SDY | Sell | SPDR S&P Dividend ETFetf | $5,379,000 | +0.4% | 63,758 | -0.2% | 3.64% | +1.1% |
| IAU | Buy | iShares Gold Trustetf | $5,169,000 | +18.0% | 407,329 | +18.7% | 3.50% | +18.9% |
| HDV | Sell | iShares High Dividendetf | $3,097,000 | -1.1% | 38,099 | -0.0% | 2.10% | -0.3% |
| SH | Sell | ProShares Short S&P500etf | $3,047,000 | -4.5% | 80,039 | -0.5% | 2.06% | -3.7% |
| BSCI | Sell | Guggenheim BulletShrs 2018 Corp Bd ETFetf | $2,982,000 | -1.0% | 139,852 | -0.8% | 2.02% | -0.3% |
| IYR | Sell | iShares US Real Estateetf | $2,806,000 | -2.9% | 34,791 | -0.8% | 1.90% | -2.2% |
| BSCJ | Buy | Guggenheim BulletShrs 2019 Corp Bd ETFetf | $1,954,000 | +2.1% | 91,301 | +2.2% | 1.32% | +2.9% |
| XLV | Sell | Health Care Select Sector SPDRetf | $1,942,000 | -0.2% | 26,934 | -0.8% | 1.32% | +0.5% |
| IWV | Sell | iShares Russell 3000etf | $1,571,000 | -6.2% | 12,254 | -9.3% | 1.06% | -5.5% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,547,000 | +1.2% | 5,482 | -2.4% | 1.05% | +1.9% |
| GG | Buy | Goldcorp Inc | $1,126,000 | -11.9% | 68,177 | +2.0% | 0.76% | -11.3% |
| T | Sell | AT&T Inc | $947,000 | -49.7% | 23,329 | -46.4% | 0.64% | -49.3% |
| HEDJ | Buy | WisdomTree Europe Hedged Equity ETFetf | $756,000 | +11.2% | 14,060 | +4.5% | 0.51% | +12.0% |
| MKC | Buy | McCormick & Company Inc | $724,000 | -6.2% | 7,241 | +0.0% | 0.49% | -5.6% |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $706,000 | +4052.9% | 15,480 | +3722.2% | 0.48% | +4245.5% |
| BSCH | Sell | Guggenheim BulletShrs 2017 Corp Bd ETFetf | $574,000 | -2.9% | 25,312 | -2.5% | 0.39% | -2.0% |
| MKCV | Sell | McCormick & Company Inc | $400,000 | -14.0% | 3,990 | -8.9% | 0.27% | -13.1% |
| OEF | iShares S&P 100 Index Fund CBOEetf | $298,000 | +3.5% | 3,105 | 0.0% | 0.20% | +4.1% | |
| XOM | Exxon Mobil Corporation | $289,000 | -6.8% | 3,309 | 0.0% | 0.20% | -5.8% | |
| AAPL | Buy | APPLE INC. | $278,000 | +18.8% | 2,458 | +0.2% | 0.19% | +19.7% |
| DIS | Buy | DISNEY WALT COMPANY | $271,000 | -1.5% | 2,921 | +3.8% | 0.18% | -0.5% |
| MSFT | Buy | Microsoft Corp | $238,000 | +45.1% | 4,137 | +29.0% | 0.16% | +46.4% |
| MRK | MERCK & CO. INC. | $163,000 | +7.9% | 2,619 | 0.0% | 0.11% | +8.9% | |
| IVW | iShares S&P 500 Growthetf | $152,000 | +4.1% | 1,252 | 0.0% | 0.10% | +5.1% | |
| NEM | Newmont Mining Corp | $127,000 | +0.8% | 3,220 | 0.0% | 0.09% | +1.2% | |
| VZ | Buy | Verizon Communications Inc | $126,000 | -4.5% | 2,426 | +3.0% | 0.08% | -4.5% |
| KO | Buy | Coca-Cola Co | $116,000 | +19.6% | 2,731 | +28.2% | 0.08% | +21.5% |
| MA | Buy | MasterCard Inc | $114,000 | +26.7% | 1,120 | +9.8% | 0.08% | +28.3% |
| SLV | Ishares Silver Trustetf | $110,000 | +1.9% | 6,053 | 0.0% | 0.07% | +1.4% | |
| UAA | Buy | UNDER ARMOUR INC. | $110,000 | +13.4% | 2,854 | +18.0% | 0.07% | +13.8% |
| CVX | CHEVRON CORPORATION | $107,000 | -1.8% | 1,044 | 0.0% | 0.07% | -1.4% | |
| POT | Buy | Potash Corp of Saskatchewan Inc | $106,000 | +10.4% | 6,490 | +9.4% | 0.07% | +10.8% |
| QCOM | Sell | Qualcomm Inc | $105,000 | +25.0% | 1,527 | -2.3% | 0.07% | +26.8% |
| AGG | Sell | iShares Core US Aggregate Bondetf | $96,000 | -86.7% | 851 | -86.7% | 0.06% | -86.6% |
| JNJ | Buy | Johnson and Johnson | $95,000 | +93.9% | 807 | +98.3% | 0.06% | +93.9% |
| PG | Buy | Procter & Gamble Co | $92,000 | +360.0% | 1,029 | +330.5% | 0.06% | +376.9% |
| UA | Buy | UNDER ARMOUR INC-CLASS C | $89,000 | +8.5% | 2,643 | +16.9% | 0.06% | +9.1% |
| CMCSA | Comcast Corp | $87,000 | +2.4% | 1,307 | 0.0% | 0.06% | +3.5% | |
| CMI | New | Cummins Inc | $77,000 | – | 600 | +100.0% | 0.05% | – |
| IWM | Sell | iShares Russell 2000etf | $76,000 | -95.5% | 615 | -95.8% | 0.05% | -95.5% |
| PPL | PPL Corp | $74,000 | -8.6% | 2,138 | 0.0% | 0.05% | -7.4% | |
| CBS | CBS Corp | $68,000 | 0.0% | 1,242 | 0.0% | 0.05% | 0.0% | |
| ESRX | Sell | Express Scripts | $67,000 | -6.9% | 947 | -0.6% | 0.04% | -6.2% |
| SBUX | Starbucks Corp | $63,000 | -6.0% | 1,168 | 0.0% | 0.04% | -4.4% | |
| BP | BP PLCadr | $61,000 | -1.6% | 1,746 | 0.0% | 0.04% | -2.4% | |
| TROW | T. Rowe Price Group Inc | $57,000 | -9.5% | 860 | 0.0% | 0.04% | -7.1% | |
| DNP | DNP Select Income Common | $54,000 | -3.6% | 5,294 | 0.0% | 0.04% | -2.6% | |
| SLF | Sun Life Financial Inc | $51,000 | -1.9% | 1,570 | 0.0% | 0.04% | 0.0% | |
| LMT | Buy | Lockheed Martin Corp | $52,000 | +79.3% | 218 | +84.7% | 0.04% | +84.2% |
| STZ | Constellation Brands Inc | $50,000 | 0.0% | 300 | 0.0% | 0.03% | 0.0% | |
| DVY | iShares Select Dividendetf | $50,000 | 0.0% | 588 | 0.0% | 0.03% | 0.0% | |
| COL | Rockwell Collins Inc | $46,000 | 0.0% | 546 | 0.0% | 0.03% | 0.0% | |
| ERUS | iShares MSCI Russia Capped Indexetf | $44,000 | +10.0% | 3,000 | 0.0% | 0.03% | +11.1% | |
| TXN | Texas Instruments Inc | $42,000 | +13.5% | 594 | 0.0% | 0.03% | +12.0% | |
| FB | Facebook Inc | $40,000 | +11.1% | 312 | 0.0% | 0.03% | +12.5% | |
| FCX | Freeport-McMoran Copper & Gold | $38,000 | -2.6% | 3,498 | 0.0% | 0.03% | 0.0% | |
| COST | Buy | Costco Wholesale Corp | $38,000 | +137.5% | 250 | +150.0% | 0.03% | +136.4% |
| PEP | Buy | PepsiCo Inc | $35,000 | +1650.0% | 320 | +1500.0% | 0.02% | +2300.0% |
| MDT | Buy | Medtronic Inc | $35,000 | +3400.0% | 409 | +4444.4% | 0.02% | +2300.0% |
| BMY | Bristol-Myers Squibb Company | $34,000 | -26.1% | 625 | 0.0% | 0.02% | -25.8% | |
| ROK | Rockwell Automation Inc | $34,000 | +6.2% | 282 | 0.0% | 0.02% | +4.5% | |
| AUY | Yamana Gold Inc | $34,000 | -19.0% | 8,000 | 0.0% | 0.02% | -17.9% | |
| RING | Buy | iShares MSCI Global Gold Minersetf | $34,000 | -2.9% | 3,046 | +3.4% | 0.02% | -4.2% |
| DUK | Buy | Duke Energy Corporation | $32,000 | +60.0% | 399 | +71.2% | 0.02% | +69.2% |
| BALTF | iPath DJ-UBS Cotton TR Sub-Idx ETNetn | $32,000 | +6.7% | 700 | 0.0% | 0.02% | +10.0% | |
| PSQ | Sell | ProShares Short QQQetf | $33,000 | -47.6% | 700 | -41.7% | 0.02% | -47.6% |
| AEP | American Electric Power Co Inc | $33,000 | -8.3% | 511 | 0.0% | 0.02% | -8.3% | |
| EV | Eaton Vance Corp | $31,000 | +10.7% | 800 | 0.0% | 0.02% | +10.5% | |
| SGGFF | iPath DJ-UBS Sugar TR Sub-Idx ETNetn | $31,000 | +10.7% | 600 | 0.0% | 0.02% | +10.5% | |
| O | Realty Income Corp | $30,000 | -6.2% | 455 | 0.0% | 0.02% | -9.1% | |
| ITA | iShares US Aerospace & Defenseetf | $30,000 | +3.4% | 230 | 0.0% | 0.02% | +5.3% | |
| THO | Thor Industries Inc | $28,000 | +27.3% | 334 | 0.0% | 0.02% | +26.7% | |
| VIG | Vanguard Dividend Apprec Idx ETFetf | $28,000 | 0.0% | 331 | 0.0% | 0.02% | 0.0% | |
| PNC | PNC Financial Services Group Inc | $28,000 | +12.0% | 308 | 0.0% | 0.02% | +11.8% | |
| WMT | Buy | Wal-Mart Stores Inc | $26,000 | 0.0% | 364 | +0.6% | 0.02% | +5.9% |
| XEL | Xcel Energy Inc | $27,000 | -6.9% | 658 | 0.0% | 0.02% | -5.3% | |
| SO | New | Southern Co | $26,000 | – | 500 | +100.0% | 0.02% | – |
| VEA | Vanguard FTSE Developed Markets ETFetf | $25,000 | +4.2% | 678 | 0.0% | 0.02% | +6.2% | |
| GE | Buy | GENERAL ELECTRIC COMPANY | $25,000 | +25.0% | 831 | +31.7% | 0.02% | +30.8% |
| EFA | New | iShares MSCI EAFEetf | $25,000 | – | 420 | +100.0% | 0.02% | – |
| AMLP | Buy | ALPS Alerian MLP ETFetf | $24,000 | +166.7% | 1,892 | +173.4% | 0.02% | +166.7% |
| AEM | Agnico Eagle Mines Ltd | $24,000 | 0.0% | 440 | 0.0% | 0.02% | 0.0% | |
| CCJ | Cameco Corp | $23,000 | -20.7% | 2,670 | 0.0% | 0.02% | -15.8% | |
| CSCO | Buy | Cisco Systems Inc | $24,000 | +380.0% | 771 | +314.5% | 0.02% | +433.3% |
| EMN | Eastman Chemical Co | $24,000 | 0.0% | 350 | 0.0% | 0.02% | 0.0% | |
| F | Ford Motor Company | $24,000 | -4.0% | 2,000 | 0.0% | 0.02% | -5.9% | |
| MMP | Magellan Midstream Partners L.P. | $24,000 | -7.7% | 342 | 0.0% | 0.02% | -5.9% | |
| SYK | Stryker Corporation | $23,000 | -4.2% | 200 | 0.0% | 0.02% | 0.0% | |
| XLF | Financial Select Sector SPDRAetf | $20,000 | -16.7% | 1,060 | 0.0% | 0.01% | -12.5% | |
| MOO | Market Vectors Agribusiness ETFetf | $20,000 | +5.3% | 395 | 0.0% | 0.01% | +7.7% | |
| GOOG | GOOGLE INC. CLASS C | $20,000 | +11.1% | 26 | 0.0% | 0.01% | +16.7% | |
| HD | HOME DEPOT INC. | $20,000 | 0.0% | 155 | 0.0% | 0.01% | +7.7% | |
| GOOGL | Google Inc | $19,000 | +11.8% | 24 | 0.0% | 0.01% | +18.2% | |
| VWO | Vanguard Emerging Markets Stock Idx ETFetf | $19,000 | +5.6% | 511 | 0.0% | 0.01% | +8.3% | |
| AMZN | Amazon.com Inc | $19,000 | +18.8% | 23 | 0.0% | 0.01% | +18.2% | |
| AMP | Ameriprise Financial Inc | $17,000 | +13.3% | 167 | 0.0% | 0.01% | +20.0% | |
| EXC | Exelon Corp | $17,000 | -10.5% | 516 | 0.0% | 0.01% | -7.7% | |
| VIAB | Viacom Inc | $18,000 | -10.0% | 475 | 0.0% | 0.01% | -7.7% | |
| NMY | Nuveen MD Premium Income Muni Common | $18,000 | -5.3% | 1,310 | 0.0% | 0.01% | -7.7% | |
| HYG | Buy | iShares iBoxx $ High Yield Corporate Bdetf | $18,000 | +5.9% | 210 | +5.0% | 0.01% | +9.1% |
| LLY | New | Eli Lilly and Co | $16,000 | – | 200 | +100.0% | 0.01% | – |
| WRE | Washington REIT | $16,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| MO | Altria Group Inc | $16,000 | -5.9% | 250 | 0.0% | 0.01% | 0.0% | |
| GDX | Sell | Market Vectors Gold Miners ETFetf | $16,000 | -55.6% | 600 | -53.8% | 0.01% | -54.2% |
| SRCL | Sell | Stericycle Inc | $16,000 | -38.5% | 200 | -19.4% | 0.01% | -35.3% |
| BLDR | Builders FirstSource Inc | $16,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% | |
| OHI | Omega Healthcare Investors Inc | $16,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% | |
| PFE | Pfizer Inc | $15,000 | -6.2% | 456 | 0.0% | 0.01% | -9.1% | |
| CL | Colgate-Palmolive Co | $15,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| UPS | Buy | United Parcel Service Inc (UPS) | $15,000 | +275.0% | 141 | +243.9% | 0.01% | +233.3% |
| EPD | Enterprise Products Partners LP | $15,000 | 0.0% | 528 | 0.0% | 0.01% | 0.0% | |
| SE | Buy | Spectra Energy Corp | $13,000 | +550.0% | 315 | +384.6% | 0.01% | +800.0% |
| FXH | First Trust Health Care AlphaDEXetf | $14,000 | 0.0% | 231 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $13,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| TSLA | Sell | TESLA MTRS INC | $14,000 | -26.3% | 68 | -22.7% | 0.01% | -30.8% |
| BRKB | Berkshire Hathaway Inc | $14,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| MCD | McDonald s Corp | $14,000 | -6.7% | 124 | 0.0% | 0.01% | -10.0% | |
| SLB | Schlumberger NV | $13,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| ABBV | Abbvie Inc | $13,000 | +8.3% | 200 | 0.0% | 0.01% | +12.5% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $14,000 | -6.7% | 161 | +0.6% | 0.01% | -10.0% |
| IEV | Sell | iShares Europeetf | $13,000 | 0.0% | 322 | -8.5% | 0.01% | 0.0% |
| AVGO | Avago Technologies Ltd | $12,000 | +9.1% | 71 | 0.0% | 0.01% | +14.3% | |
| IJR | Sell | iShares Core S&P Small-Capetf | $12,000 | -53.8% | 98 | -56.1% | 0.01% | -52.9% |
| NUE | Nucor Corp | $12,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| DOFSQ | Diamond Offshore Drilling Inc | $12,000 | -25.0% | 660 | 0.0% | 0.01% | -27.3% | |
| FNI | First Trust ISE Chindia Idx | $12,000 | +20.0% | 381 | 0.0% | 0.01% | +14.3% | |
| EEM | iShares MSCI Emerging Marketsetf | $11,000 | +10.0% | 282 | 0.0% | 0.01% | 0.0% | |
| CMG | Buy | Chipotle Mexican Grill Inc | $10,000 | +66.7% | 24 | +71.4% | 0.01% | +75.0% |
| CTSH | Cognizant Technology Solutions Corp | $10,000 | -9.1% | 200 | 0.0% | 0.01% | 0.0% | |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $11,000 | -8.3% | 775 | 0.0% | 0.01% | -12.5% | |
| GILD | GILEAD SCIENCES INC. | $10,000 | -9.1% | 126 | 0.0% | 0.01% | 0.0% | |
| SWHC | Smith & Wesson Holding Corporation | $11,000 | 0.0% | 408 | 0.0% | 0.01% | 0.0% | |
| VOT | Vanguard Mid-Cap Growth ETFetf | $9,000 | +12.5% | 83 | 0.0% | 0.01% | +20.0% | |
| HRB | H&R Block Inc | $9,000 | 0.0% | 406 | 0.0% | 0.01% | 0.0% | |
| D | Dominion Resources Inc | $9,000 | -10.0% | 125 | 0.0% | 0.01% | -14.3% | |
| PAYX | Paychex Inc | $9,000 | -10.0% | 160 | 0.0% | 0.01% | -14.3% | |
| ITOT | Buy | iShares Core S&P Total US Stock Mktetf | $7,000 | +133.3% | 135 | +285.7% | 0.01% | +150.0% |
| HSY | Hershey Co | $8,000 | -20.0% | 85 | 0.0% | 0.01% | -28.6% | |
| CGNX | Cognex Corp | $7,000 | +40.0% | 125 | 0.0% | 0.01% | +66.7% | |
| UNH | UnitedHealth Group Inc | $7,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| VLP | Valero Energy Partners LP | $7,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| VGK | Vanguard European Stock Index ETFetf | $8,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| MBBYF | Mobileye Nv | $7,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABORATORIES | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| XLK | Technology Select Sector SPDRAetf | $4,000 | +33.3% | 76 | 0.0% | 0.00% | +50.0% | |
| XLE | Energy Select Sector SPDRAetf | $4,000 | +33.3% | 50 | 0.0% | 0.00% | +50.0% | |
| XLY | Sell | Consumer Discret Select Sector SPDRAetf | $4,000 | -55.6% | 50 | -56.5% | 0.00% | -50.0% |
| PNR | Pentair Plc | $5,000 | +25.0% | 77 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC. | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| MFC | Manulife Financial Corporation | $4,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% | |
| DNRCQ | Denbury Resources Inc | $4,000 | -20.0% | 1,260 | 0.0% | 0.00% | 0.0% | |
| V | Visa Inc | $5,000 | +25.0% | 60 | 0.0% | 0.00% | 0.0% | |
| GDDY | Godaddy Inc | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% | |
| EWJ | iShares MSCI Japanetf | $4,000 | 0.0% | 335 | 0.0% | 0.00% | 0.0% | |
| DBC | PowerShares DB Commodity Index Trackingetf | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growthetf | $5,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| BBT | BB&T Corp | $5,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| DPZ | Domino s Pizza Inc | $4,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| BAC | Bank of America Corporation | $4,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
| TLN | Talen Energy Corp | $4,000 | 0.0% | 267 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CAT | CATERPILLAR INC. | $5,000 | +25.0% | 54 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| BLK | BlackRock Inc | $4,000 | +33.3% | 10 | 0.0% | 0.00% | +50.0% | |
| SCTY | SolarCity Corp | $4,000 | -20.0% | 210 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Co | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| XLRE | New | Real Estate Select Sector SPDRetf | $5,000 | – | 146 | +100.0% | 0.00% | – |
| NOC | Northrop Grumman Corp | $3,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| MS | Morgan Stanley | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MET | MetLife Inc | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| DLR | Digital Realty Trust Inc | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| MPLX | MPLX LP | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| BA | Boeing Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CARZ | First Trust NASDAQ Global Auto Indexetf | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TEVA | Buy | Teva Pharmaceutical Industries Ltdadr | $3,000 | 0.0% | 66 | +1.5% | 0.00% | 0.0% |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FLOT | iShares Floating Rate Bondetf | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| PFF | iShares US Preferred Stocketf | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| GSK | GlaxoSmithKline PLCadr | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| EZU | iShares MSCI Eurozoneetf | $3,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| IVV | iShares Core S&P 500etf | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| GLD | SPDR Gold Sharesetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| DGRO | Buy | iShares Core Dividend Growthetf | $1,000 | 0.0% | 50 | +100.0% | 0.00% | 0.0% |
| CME | CME Group Inc/IL | $2,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| IEFA | iShares Core MSCI EAFEetf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| IVE | iShares S&P 500 Value ETFetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| WFC | Wells Fargo & Co | $1,000 | -50.0% | 33 | 0.0% | 0.00% | 0.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| HST | Host Hotels & Resorts Inc | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| ETN | Eaton Corp PLC | $2,000 | +100.0% | 24 | 0.0% | 0.00% | 0.0% | |
| JCI | New | Johnson Controls Inc | $2,000 | – | 42 | +100.0% | 0.00% | – |
| PACW | PacWest Bancorp | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| KORS | Sell | Michael Kors Holdings Ltd | $2,000 | -33.3% | 45 | -30.8% | 0.00% | -50.0% |
| FIEIF | Buy | Frontier Communications Corp | $2,000 | 0.0% | 367 | +4.6% | 0.00% | 0.0% |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| JWN | Nordstrom Inc | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| LYB | Lyondellbasell Industries NV | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| XLB | Materials Select Sector SPDRAetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| BFB | Buy | Brown-Forman Corp | $2,000 | 0.0% | 36 | +100.0% | 0.00% | 0.0% |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| LAMR | Lamar Advertising Co | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| GMF | SPDR S&P Emerging Asia Pacific ETFetf | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| SNH | Senior Housing Properties Trust | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| SHAK | Shake Shack Inc | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SHPG | Shire PLCadr | $2,000 | +100.0% | 8 | 0.0% | 0.00% | 0.0% | |
| IXUS | Sell | iShares Core MSCI Total Intl Stketf | $1,000 | -99.8% | 12 | -99.9% | 0.00% | -99.7% |
| SXC | SunCoke Energy Inc | $1,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FIT | Sell | Fitbit Inc Cl A | $1,000 | -66.7% | 60 | -76.9% | 0.00% | -50.0% |
| TD | Toronto Dominion Bk Ont Com New | $2,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| TWTR | Twitter Inc | $2,000 | +100.0% | 70 | 0.0% | 0.00% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $1,000 | 0.0% | 30 | 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 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GEOS | Geospace Technologies Corp | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| RSX | Sell | Market Vectors Russia ETFetf | $1,000 | -83.3% | 68 | -78.6% | 0.00% | -75.0% |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| OLN | Olin Corp | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| UFS | Domtar Corp | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| CFMS | Conformis Inc | $2,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| HCP | HCP Inc | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| DE | Deere & Co | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| VOD | Vodafone Group PLCadr | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CST | Cst Brands Inc | $0 | – | 2 | 0.0% | 0.00% | – | |
| LOW | lowes companies incorporated | $0 | – | 5 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| CHK | Chesapeake Energy Corp | $0 | – | 48 | 0.0% | 0.00% | – | |
| PZD | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| NOK | Nokia Oyjadr | $0 | – | 35 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 80 | 0.0% | 0.00% | – | |
| AET | Aetna Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| COH | Exit | Coach Inc | $0 | – | -60 | -100.0% | -0.00% | – |
| JCI | Exit | Johnson Controls Inc | $0 | – | -40 | -100.0% | -0.00% | – |
| TYC | Exit | Tyco International Ltd | $0 | – | -17 | -100.0% | -0.00% | – |
| BCE | Exit | Bce Inc Com New | $0 | – | -14 | -100.0% | -0.00% | – |
| MCHP | Exit | Microchip Technology Inc | $0 | – | -31 | -100.0% | -0.00% | – |
| LB | Exit | L Brands Inc | $0 | – | -22 | -100.0% | -0.00% | – |
| BMO | Exit | Bank Montreal Que Com | $0 | – | -18 | -100.0% | -0.00% | – |
| WY | Exit | Weyerhaeuser Co | $0 | – | -117 | -100.0% | -0.00% | – |
| SJM | Exit | JM Smucker Co | $0 | – | -18 | -100.0% | -0.00% | – |
| MRO | Exit | Marathon Oil Corp | $0 | – | -188 | -100.0% | -0.00% | – |
| AMJ | Exit | JPMorgan Alerian MLP ETNetn | $0 | – | -535 | -100.0% | -0.01% | – |
| EMC | Exit | EMC Corp | $0 | – | -932 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-14
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.