$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMI | New | Cummins Inc | $77,000 | – | 600 | +100.0% | 0.05% | – |
| SO | New | Southern Co | $26,000 | – | 500 | +100.0% | 0.02% | – |
| EFA | New | iShares MSCI EAFEetf | $25,000 | – | 420 | +100.0% | 0.02% | – |
| LLY | New | Eli Lilly and Co | $16,000 | – | 200 | +100.0% | 0.01% | – |
| XLRE | New | Real Estate Select Sector SPDRetf | $5,000 | – | 146 | +100.0% | 0.00% | – |
| JCI | New | Johnson Controls Inc | $2,000 | – | 42 | +100.0% | 0.00% | – |
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 | 39 | Q2 2024 | 33.1% |
| iShares Tr MSCI USA MinVolatility | 39 | Q2 2024 | 14.4% |
| Vanguard Short-Term Corporate Bond ETF | 39 | Q2 2024 | 6.9% |
| PIMCO Enhanced Short Maturity ETF | 39 | Q2 2024 | 5.8% |
| iShares DJ US Total Market Index | 39 | Q2 2024 | 6.6% |
| WisdomTree US Dividend ex-Financials ETF | 39 | Q2 2024 | 4.7% |
| SPDR S&P Dividend ETF | 39 | Q2 2024 | 4.0% |
| iShares Russell 3000 | 39 | Q2 2024 | 4.0% |
| iShares High Dividend | 39 | Q2 2024 | 2.1% |
| SPDR S&P MidCap 400 | 39 | Q2 2024 | 1.1% |
View Lowe Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-09 |
| 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 |
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.