$159 Million is the total value of Lowe Wealth Advisors, LLC's 269 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 20.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $40,476,000 | -1.8% | 153,813 | -0.4% | 25.40% | +1.2% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $19,377,000 | -11.5% | 373,142 | -10.0% | 12.16% | -8.8% |
| QQQ | Sell | Powershares QQQ Trustetf | $15,792,000 | -5.1% | 98,620 | -7.6% | 9.91% | -2.2% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $8,205,000 | +2.4% | 104,621 | +3.6% | 5.15% | +5.5% |
| IAU | Buy | iShares Gold Trustetf | $8,086,000 | +7.7% | 635,164 | +5.8% | 5.07% | +11.0% |
| IYY | Buy | iShares DJ US Total Market Indexetf | $6,785,000 | -1.0% | 51,352 | +0.2% | 4.26% | +2.0% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $6,585,000 | +1.9% | 64,848 | +1.9% | 4.13% | +5.0% |
| IEFA | Buy | iShares Core MSCI EAFEetf | $6,565,000 | +48.8% | 99,656 | +49.3% | 4.12% | +53.3% |
| IEF | Sell | iShares 7-10 Year Treasury Bondetf | $6,227,000 | -4.7% | 60,340 | -2.5% | 3.91% | -1.8% |
| SDY | Buy | SPDR S&P Dividend ETFetf | $5,921,000 | -2.7% | 64,920 | +0.8% | 3.72% | +0.3% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $5,879,000 | -6.6% | 69,539 | -2.3% | 3.69% | -3.8% |
| XLF | Sell | Financial Select Sector SPDRetf | $4,785,000 | -1.7% | 173,547 | -0.5% | 3.00% | +1.2% |
| HDV | Sell | iShares High Dividendetf | $3,153,000 | -8.2% | 37,319 | -2.1% | 1.98% | -5.4% |
| SH | Buy | ProShares Short S&P500etf | $2,389,000 | +13172.2% | 78,842 | +13263.1% | 1.50% | +13527.3% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,771,000 | -1.7% | 5,183 | -0.6% | 1.11% | +1.2% |
| IWV | Sell | iShares Russell 3000etf | $1,711,000 | -1.9% | 10,945 | -0.8% | 1.07% | +1.0% |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $1,084,000 | +8.8% | 18,566 | +6.0% | 0.68% | +12.0% |
| EPI | Buy | WisdomTree India Earnings ETFetf | $1,084,000 | -5.2% | 41,330 | +0.7% | 0.68% | -2.3% |
| GG | Buy | Goldcorp Inc | $1,073,000 | +11.9% | 77,666 | +3.5% | 0.67% | +15.2% |
| JPST | New | JPMorgan Ultra-Short Income ETF | $987,000 | – | 19,736 | +100.0% | 0.62% | – |
| NTR | New | Nutrien Ltd | $875,000 | – | 18,509 | +100.0% | 0.55% | – |
| HEDJ | Sell | WisdomTree Europe Hedged Equity ETFetf | $789,000 | -1.9% | 12,580 | -0.3% | 0.50% | +1.0% |
| MKC | McCormick & Company Inc | $755,000 | +4.3% | 7,100 | 0.0% | 0.47% | +7.5% | |
| T | Sell | AT&T Inc | $711,000 | -10.1% | 19,936 | -2.0% | 0.45% | -7.5% |
| LMT | Buy | Lockheed Martin Corp | $437,000 | +5.6% | 1,295 | +0.5% | 0.27% | +8.7% |
| PNC | PNC Financial Services Group Inc | $409,000 | +4.9% | 2,702 | 0.0% | 0.26% | +8.0% | |
| MKCV | McCormick & Company Inc | $382,000 | +5.8% | 3,596 | 0.0% | 0.24% | +9.1% | |
| AAPL | Sell | APPLE INC. | $316,000 | -19.0% | 1,883 | -18.4% | 0.20% | -16.8% |
| MSFT | Buy | Microsoft Corp | $312,000 | +10.2% | 3,422 | +3.4% | 0.20% | +14.0% |
| DIS | Sell | DISNEY WALT COMPANY | $252,000 | -9.7% | 2,510 | -3.4% | 0.16% | -7.1% |
| UA | UNDER ARMOUR INC-CLASS C | $252,000 | +7.7% | 17,594 | 0.0% | 0.16% | +10.5% | |
| AGG | Sell | iShares Core US Aggregate Bondetf | $249,000 | -2.7% | 2,322 | -0.6% | 0.16% | 0.0% |
| XOM | Buy | Exxon Mobil Corporation | $240,000 | -10.1% | 3,214 | +0.8% | 0.15% | -7.4% |
| AEE | Ameren Corp | $234,000 | -4.1% | 4,138 | 0.0% | 0.15% | -1.3% | |
| IVW | iShares S&P 500 Growthetf | $194,000 | +1.6% | 1,252 | 0.0% | 0.12% | +5.2% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $185,000 | -2.6% | 1,598 | 0.0% | 0.12% | 0.0% | |
| L100PS | Arconic Inc | $175,000 | -15.5% | 7,600 | 0.0% | 0.11% | -12.7% | |
| MA | Sell | MasterCard Inc | $166,000 | +6.4% | 950 | -7.8% | 0.10% | +9.5% |
| ADP | Automatic Data Processing | $138,000 | -2.8% | 1,215 | 0.0% | 0.09% | +1.2% | |
| VZ | Verizon Communications Inc | $139,000 | -9.7% | 2,914 | 0.0% | 0.09% | -7.4% | |
| CVX | Buy | CHEVRON CORPORATION | $133,000 | +1.5% | 1,162 | +11.3% | 0.08% | +3.8% |
| IWM | iShares Russell 2000etf | $131,000 | -0.8% | 865 | 0.0% | 0.08% | +2.5% | |
| NEM | Newmont Mining Corp | $126,000 | +4.1% | 3,220 | 0.0% | 0.08% | +6.8% | |
| TROW | Sell | T. Rowe Price Group Inc | $99,000 | -4.8% | 917 | -7.0% | 0.06% | -1.6% |
| SLV | Ishares Silver Trustetf | $93,000 | -4.1% | 6,053 | 0.0% | 0.06% | -1.7% | |
| MRK | Sell | MERCK & CO. INC. | $79,000 | -24.0% | 1,446 | -21.7% | 0.05% | -20.6% |
| KO | Coca-Cola Co | $78,000 | -4.9% | 1,798 | 0.0% | 0.05% | -2.0% | |
| BP | Buy | BP PLCadr | $69,000 | -4.2% | 1,704 | +0.1% | 0.04% | -2.3% |
| SBUX | Buy | Starbucks Corp | $69,000 | +1.5% | 1,191 | +0.1% | 0.04% | +4.9% |
| STZ | Constellation Brands Inc | $68,000 | -1.4% | 300 | 0.0% | 0.04% | +2.4% | |
| VEA | Buy | Vanguard FTSE Developed Markets ETFetf | $67,000 | +6.3% | 1,513 | +8.1% | 0.04% | +10.5% |
| COL | Rockwell Collins Inc | $67,000 | -1.5% | 499 | 0.0% | 0.04% | +2.4% | |
| JNJ | Johnson and Johnson | $65,000 | -8.5% | 508 | 0.0% | 0.04% | -4.7% | |
| CBS | CBS Corp | $64,000 | -12.3% | 1,242 | 0.0% | 0.04% | -9.1% | |
| TXN | Texas Instruments Inc | $62,000 | 0.0% | 594 | 0.0% | 0.04% | +2.6% | |
| ESRX | Express Scripts | $61,000 | -7.6% | 882 | 0.0% | 0.04% | -5.0% | |
| SLF | Buy | Sun Life Financial Inc | $57,000 | 0.0% | 1,378 | +0.1% | 0.04% | +2.9% |
| TUZ | Sell | PIMCO 1-3 Year US Treasury Index ETFetf | $56,000 | -96.0% | 1,120 | -95.9% | 0.04% | -95.9% |
| DVY | iShares Select Dividendetf | $56,000 | -3.4% | 588 | 0.0% | 0.04% | 0.0% | |
| BR | Broadridge Financial Solutions Inc | $54,000 | +22.7% | 491 | 0.0% | 0.03% | +25.9% | |
| FCX | Freeport-McMoran Copper & Gold | $54,000 | -6.9% | 3,065 | 0.0% | 0.03% | -2.9% | |
| DNP | DNP Select Income Common | $54,000 | -5.3% | 5,294 | 0.0% | 0.03% | -2.9% | |
| HD | Buy | HOME DEPOT INC. | $52,000 | +100.0% | 292 | +111.6% | 0.03% | +106.2% |
| BSJK | Guggenheim BulletShrs 2020 HY CorpBd ETFetf | $50,000 | 0.0% | 2,036 | 0.0% | 0.03% | +3.3% | |
| BSCK | Guggenheim BulletShrs 2020 Corp Bd ETFetf | $50,000 | 0.0% | 2,361 | 0.0% | 0.03% | +3.3% | |
| ROK | Rockwell Automation Inc | $49,000 | -10.9% | 282 | 0.0% | 0.03% | -8.8% | |
| FB | Facebook Inc | $50,000 | -9.1% | 312 | 0.0% | 0.03% | -8.8% | |
| EEM | iShares MSCI Emerging Marketsetf | $48,000 | +2.1% | 1,002 | 0.0% | 0.03% | +3.4% | |
| F | Ford Motor Company | $48,000 | -11.1% | 4,342 | 0.0% | 0.03% | -9.1% | |
| UAA | UNDER ARMOUR INC. | $47,000 | +11.9% | 2,892 | 0.0% | 0.03% | +11.5% | |
| CDK | CDK Global Inc | $44,000 | -12.0% | 699 | 0.0% | 0.03% | -6.7% | |
| EV | Eaton Vance Corp | $45,000 | 0.0% | 800 | 0.0% | 0.03% | +3.7% | |
| BAC | Buy | Bank of America Corporation | $43,000 | +59.3% | 1,423 | +57.4% | 0.03% | +68.8% |
| CMCSA | Comcast Corp | $43,000 | -15.7% | 1,269 | 0.0% | 0.03% | -12.9% | |
| BRKB | Berkshire Hathaway Inc | $40,000 | 0.0% | 200 | 0.0% | 0.02% | +4.2% | |
| THO | Thor Industries Inc | $38,000 | -24.0% | 334 | 0.0% | 0.02% | -20.0% | |
| BALTF | iPath DJ-UBS Cotton TR Sub-Idx ETNetn | $38,000 | +2.7% | 700 | 0.0% | 0.02% | +4.3% | |
| PPL | PPL Corp | $38,000 | -7.3% | 1,332 | 0.0% | 0.02% | -4.0% | |
| EMN | Eastman Chemical Co | $37,000 | +15.6% | 350 | 0.0% | 0.02% | +21.1% | |
| VTI | Vanguard Total Stock Market ETFetf | $35,000 | -2.8% | 260 | 0.0% | 0.02% | 0.0% | |
| AEP | American Electric Power Co Inc | $35,000 | -7.9% | 511 | 0.0% | 0.02% | -4.3% | |
| JPM | Buy | JPMorgan Chase & Co | $34,000 | +277.8% | 313 | +281.7% | 0.02% | +320.0% |
| AMZN | Amazon.com Inc | $33,000 | +22.2% | 23 | 0.0% | 0.02% | +31.2% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $33,000 | +6.5% | 299 | 0.0% | 0.02% | +10.5% | |
| WMT | Buy | Wal-Mart Stores Inc | $33,000 | -10.8% | 374 | +0.3% | 0.02% | -8.7% |
| ACWX | iShares MSCI ACWI ex US ETFetf | $33,000 | 0.0% | 660 | 0.0% | 0.02% | +5.0% | |
| RTN | Raytheon Co | $32,000 | +14.3% | 150 | 0.0% | 0.02% | +17.6% | |
| SYK | Stryker Corporation | $32,000 | +3.2% | 200 | 0.0% | 0.02% | +5.3% | |
| XLG | Guggenheim S&P 500 Top 50 ETFetf | $32,000 | 0.0% | 169 | 0.0% | 0.02% | +5.3% | |
| XEL | Xcel Energy Inc | $30,000 | -6.2% | 658 | 0.0% | 0.02% | 0.0% | |
| ALGN | Align Technology Inc | $31,000 | +10.7% | 125 | 0.0% | 0.02% | +11.8% | |
| BLDR | Builders FirstSource Inc | $28,000 | -9.7% | 1,400 | 0.0% | 0.02% | -5.3% | |
| RING | Buy | iShares MSCI Global Gold Minersetf | $29,000 | -3.3% | 1,643 | +1.5% | 0.02% | 0.0% |
| USRT | iShares Core US REIT ETFetf | $27,000 | -10.0% | 610 | 0.0% | 0.02% | -5.6% | |
| AEM | Agnico Eagle Mines Ltd | $27,000 | -10.0% | 640 | 0.0% | 0.02% | -5.6% | |
| GOOG | Alphabet Inc C | $25,000 | 0.0% | 24 | 0.0% | 0.02% | +6.7% | |
| GOOGL | Alphabet Inc A | $25,000 | 0.0% | 24 | 0.0% | 0.02% | +6.7% | |
| AMP | Ameriprise Financial Inc | $25,000 | -10.7% | 167 | 0.0% | 0.02% | -5.9% | |
| DJP | New | iPath DJ-UBS Commodity Index TR ETNetn | $25,000 | – | 1,010 | +100.0% | 0.02% | – |
| MOO | Market Vectors Agribusiness ETFetf | $24,000 | 0.0% | 395 | 0.0% | 0.02% | 0.0% | |
| CCJ | Cameco Corp | $24,000 | -4.0% | 2,670 | 0.0% | 0.02% | 0.0% | |
| CSCO | Cisco Systems Inc | $24,000 | +14.3% | 555 | 0.0% | 0.02% | +15.4% | |
| TSLA | TESLA MTRS INC | $22,000 | -12.0% | 81 | 0.0% | 0.01% | -6.7% | |
| SCHG | Schwab US Large-Cap Growth ETFetf | $22,000 | +4.8% | 302 | 0.0% | 0.01% | +7.7% | |
| CHDN | Churchill Downs Inc | $23,000 | +4.5% | 94 | 0.0% | 0.01% | +7.7% | |
| SGGFF | iPath DJ-UBS Sugar TR Sub-Idx ETNetn | $23,000 | -20.7% | 950 | 0.0% | 0.01% | -22.2% | |
| PSTG | Buy | Pure Storage Inc | $23,000 | +43.8% | 1,150 | +15.0% | 0.01% | +40.0% |
| UNH | UnitedHealth Group Inc | $23,000 | -4.2% | 107 | 0.0% | 0.01% | -6.7% | |
| AUY | Yamana Gold Inc | $22,000 | -12.0% | 8,000 | 0.0% | 0.01% | -6.7% | |
| EXC | Exelon Corp | $20,000 | 0.0% | 516 | 0.0% | 0.01% | +8.3% | |
| NFLX | Buy | NETFLIX INC. | $21,000 | +162.5% | 71 | +73.2% | 0.01% | +160.0% |
| O | Realty Income Corp | $21,000 | -8.7% | 400 | 0.0% | 0.01% | -7.1% | |
| WFC | Wells Fargo & Co | $19,000 | -13.6% | 363 | 0.0% | 0.01% | -7.7% | |
| COST | Costco Wholesale Corp | $19,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
| MCD | McDonald s Corp | $19,000 | -9.5% | 124 | 0.0% | 0.01% | -7.7% | |
| NOC | Sell | Northrop Grumman Corp | $18,000 | -30.8% | 50 | -41.2% | 0.01% | -31.2% |
| DUK | Duke Energy Corporation | $18,000 | -10.0% | 233 | 0.0% | 0.01% | -8.3% | |
| UPS | United Parcel Service Inc (UPS) | $18,000 | -14.3% | 176 | 0.0% | 0.01% | -15.4% | |
| IVV | Buy | iShares Core S&P 500etf | $18,000 | +20.0% | 67 | +17.5% | 0.01% | +22.2% |
| IJR | Buy | iShares Core S&P Small-Capetf | $17,000 | +6.2% | 226 | +9.2% | 0.01% | +10.0% |
| MMP | Magellan Midstream Partners L.P. | $18,000 | -14.3% | 300 | 0.0% | 0.01% | -15.4% | |
| CTSH | Cognizant Technology Solutions Corp | $16,000 | +14.3% | 200 | 0.0% | 0.01% | +11.1% | |
| MO | Altria Group Inc | $16,000 | -11.1% | 250 | 0.0% | 0.01% | -9.1% | |
| V | Visa Inc | $16,000 | +6.7% | 135 | 0.0% | 0.01% | +11.1% | |
| NMY | Nuveen MD Premium Income Muni Common | $16,000 | 0.0% | 1,310 | 0.0% | 0.01% | 0.0% | |
| FNI | First Trust ISE Chindia Idxetf | $15,000 | 0.0% | 381 | 0.0% | 0.01% | 0.0% | |
| VIAB | Viacom Inc | $15,000 | 0.0% | 475 | 0.0% | 0.01% | 0.0% | |
| WRE | Washington REIT | $14,000 | -12.5% | 500 | 0.0% | 0.01% | -10.0% | |
| NUE | Nucor Corp | $15,000 | -6.2% | 245 | 0.0% | 0.01% | -10.0% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $15,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| ABBV | Abbvie Inc | $14,000 | -6.7% | 150 | 0.0% | 0.01% | 0.0% | |
| BA | Sell | Boeing Co | $13,000 | -53.6% | 41 | -57.3% | 0.01% | -52.9% |
| SLB | Schlumberger NV | $12,000 | -7.7% | 189 | 0.0% | 0.01% | 0.0% | |
| SRCL | Stericycle Inc | $12,000 | -14.3% | 200 | 0.0% | 0.01% | -11.1% | |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $13,000 | 0.0% | 775 | 0.0% | 0.01% | 0.0% | |
| OHI | Omega Healthcare Investors Inc | $12,000 | 0.0% | 439 | 0.0% | 0.01% | +14.3% | |
| AVGO | Avago Technologies Ltd | $13,000 | -13.3% | 57 | 0.0% | 0.01% | -11.1% | |
| GDX | Market Vectors Gold Miners ETFetf | $13,000 | -7.1% | 600 | 0.0% | 0.01% | -11.1% | |
| FXH | Sell | First Trust Health Care AlphaDEXetf | $11,000 | -31.2% | 161 | -30.3% | 0.01% | -30.0% |
| ITA | iShares US Aerospace & Defenseetf | $11,000 | 0.0% | 56 | 0.0% | 0.01% | 0.0% | |
| PFE | Pfizer Inc | $11,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| SCHE | Schwab Emerging Markets Equity ETFetf | $11,000 | +10.0% | 371 | 0.0% | 0.01% | +16.7% | |
| INTC | Sell | INTEL CORP | $11,000 | -42.1% | 208 | -48.8% | 0.01% | -41.7% |
| GD | Sell | General Dynamics Corp | $11,000 | -45.0% | 50 | -50.0% | 0.01% | -41.7% |
| RGI | Guggenheim S&P 500 Eq Wt Indls ETFetf | $11,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $11,000 | +10.0% | 73 | 0.0% | 0.01% | +16.7% | |
| HRB | H&R Block Inc | $10,000 | -9.1% | 406 | 0.0% | 0.01% | -14.3% | |
| NTNX | Nutanix Inc | $10,000 | +42.9% | 200 | 0.0% | 0.01% | +50.0% | |
| DOFSQ | Diamond Offshore Drilling Inc | $10,000 | -16.7% | 660 | 0.0% | 0.01% | -14.3% | |
| XPO | XPO Logistics Inc | $10,000 | +11.1% | 100 | 0.0% | 0.01% | +20.0% | |
| GILD | GILEAD SCIENCES INC. | $9,000 | 0.0% | 126 | 0.0% | 0.01% | +20.0% | |
| HSY | Hershey Co | $9,000 | -10.0% | 88 | 0.0% | 0.01% | 0.0% | |
| AMLP | ALPS Alerian MLP ETFetf | $10,000 | -16.7% | 1,099 | 0.0% | 0.01% | -14.3% | |
| ABT | ABBOTT LABORATORIES | $9,000 | 0.0% | 150 | 0.0% | 0.01% | +20.0% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $10,000 | -16.7% | 167 | +0.6% | 0.01% | -14.3% |
| RYH | Guggenheim S&P 500 Eq Weight HC ETFetf | $10,000 | 0.0% | 57 | 0.0% | 0.01% | 0.0% | |
| XLE | Energy Select Sector SPDRAetf | $10,000 | -9.1% | 150 | 0.0% | 0.01% | -14.3% | |
| VGK | Vanguard European Stock Index ETFetf | $10,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $10,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| GLD | SPDR Gold Sharesetf | $8,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC. | $8,000 | -11.1% | 54 | 0.0% | 0.01% | 0.0% | |
| GE | Buy | GENERAL ELECTRIC COMPANY | $8,000 | +14.3% | 620 | +62.3% | 0.01% | +25.0% |
| ITOT | iShares Core S&P Total US Stock Mktetf | $8,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $8,000 | -11.1% | 200 | 0.0% | 0.01% | 0.0% | |
| DPZ | Domino s Pizza Inc | $6,000 | +20.0% | 27 | 0.0% | 0.00% | +33.3% | |
| SPLK | Splunk Inc | $7,000 | +16.7% | 75 | 0.0% | 0.00% | 0.0% | |
| QRVO | Qorvo Inc | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| COP | ConocoPhillips | $7,000 | +16.7% | 117 | 0.0% | 0.00% | 0.0% | |
| LUV | Buy | Southwest Airlines Co | $7,000 | 0.0% | 120 | +9.1% | 0.00% | 0.0% |
| BBT | BB&T Corp | $7,000 | +16.7% | 130 | 0.0% | 0.00% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $6,000 | +20.0% | 19 | 0.0% | 0.00% | +33.3% | |
| ISCG | iShares Morningstar Small-Cap Growthetf | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| GDDY | Godaddy Inc | $7,000 | +16.7% | 114 | 0.0% | 0.00% | 0.0% | |
| DGRO | Buy | iShares Core Dividend Growthetf | $6,000 | 0.0% | 185 | +5.7% | 0.00% | 0.0% |
| CL | Sell | Colgate-Palmolive Co | $7,000 | -53.3% | 100 | -50.0% | 0.00% | -55.6% |
| DBC | PowerShares DB Commodity Index Trackingetf | $5,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| AMAT | New | Applied Materials Inc | $4,000 | – | 67 | +100.0% | 0.00% | – |
| DE | Deere & Co | $5,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| DLR | Digital Realty Trust Inc | $4,000 | 0.0% | 39 | 0.0% | 0.00% | +50.0% | |
| IVE | iShares S&P 500 Value ETFetf | $5,000 | -16.7% | 50 | 0.0% | 0.00% | -25.0% | |
| WOOD | iShares Global Timber & Forestryetf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | +50.0% | |
| MET | Buy | MetLife Inc | $4,000 | 0.0% | 93 | +19.2% | 0.00% | +50.0% |
| MS | Morgan Stanley | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| PAYX | Paychex Inc | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| XLK | Technology Select Sector SPDRAetf | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | +50.0% | |
| PNR | Pentair Plc | $5,000 | -16.7% | 78 | 0.0% | 0.00% | -25.0% | |
| SONY | Sony Corpadr | $3,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| LOW | lowes companies incorporated | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| IJH | Buy | iShares Core S&P Mid-Capetf | $3,000 | +200.0% | 15 | +200.0% | 0.00% | +100.0% |
| RGR | STURM RUGER AND CO INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IDLV | PowerShares S&P Intl Dev Low Volatil ETFetf | $3,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| BZUN | Baozun Incadr | $3,000 | +50.0% | 65 | 0.0% | 0.00% | +100.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| IXUS | Buy | iShares Core MSCI Total Intl Stketf | $3,000 | +200.0% | 52 | +333.3% | 0.00% | +100.0% |
| PEP | PepsiCo Inc | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| FLOT | iShares Floating Rate Bondetf | $3,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| BSCJ | Sell | Guggenheim BulletShrs 2019 Corp Bd ETFetf | $3,000 | -99.9% | 155 | -99.8% | 0.00% | -99.8% |
| C | Citigroup Inc | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| CME | CME Group Inc/IL | $3,000 | +50.0% | 17 | 0.0% | 0.00% | +100.0% | |
| PLD | New | Prologis Inc | $1,000 | – | 18 | +100.0% | 0.00% | – |
| TEL | TE Connectivity Ltd | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| SSYS | Stratasys Ltd | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| IQV | Iqvia Hldgs Inc | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PG | Sell | Procter & Gamble Co | $2,000 | -85.7% | 25 | -83.3% | 0.00% | -88.9% |
| HPE | New | Hewlett Packard Enterprise Co | $1,000 | – | 33 | +100.0% | 0.00% | – |
| STM | STMicroelectronics NV | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| HPQ | New | Hewlett-Packard Co | $1,000 | – | 33 | +100.0% | 0.00% | – |
| JWN | Nordstrom Inc | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| SXC | SunCoke Energy Inc | $1,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| DATA | Tableau Software Inc | $2,000 | +100.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltdadr | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| TER | Teradyne Inc | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $1,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| BOTZ | New | Global X Robotics & Artfcl Intllgnc ETFetf | $1,000 | – | 24 | +100.0% | 0.00% | – |
| GSK | GlaxoSmithKline PLCadr | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| HTM | US Geothermal Inc | $1,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| MYGN | Myriad Genetics Inc | $1,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| PACW | PacWest Bancorp | $1,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| FEYE | New | FireEye Inc | $2,000 | – | 125 | +100.0% | 0.00% | – |
| VRX | Valeant Pharmaceuticals Intl I Com | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $1,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| OLN | Olin Corp | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $2,000 | -33.3% | 100 | 0.0% | 0.00% | -50.0% | |
| BFB | Buy | Brown-Forman Corp | $2,000 | 0.0% | 45 | +25.0% | 0.00% | 0.0% |
| BLCN | New | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $1,000 | – | 42 | +100.0% | 0.00% | – |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| XLB | Materials Select Sector SPDRAetf | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| VOD | Vodafone Group PLCadr | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ARTX | Arotech Corp | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| EES | WisdomTree US SmallCap Earnings ETFetf | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| AMPH | Amphastar Pharmaceuticals Inc Del Com | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| SRG | Seritage Growth Properties | $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% | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| JCI | Johnson Controls Inc | $0 | -100.0% | 14 | 0.0% | 0.00% | -100.0% | |
| PZD | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| NUS | Nu Skin Enterprises Inc Class A | $0 | – | 6 | 0.0% | 0.00% | – | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| MFGP | New | Micro Focus International PLCadr | $0 | – | 4 | +100.0% | 0.00% | – |
| LITE | New | Lumentum Holdings Inc | $0 | – | 1 | +100.0% | 0.00% | – |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 80 | 0.0% | 0.00% | – | |
| GV | GOLDFIELD CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| FTRCQ | Frontier Communications Corp | $0 | – | 32 | 0.0% | 0.00% | – | |
| FIT | Fitbit Inc Cl A | $0 | – | 10 | 0.0% | 0.00% | – | |
| DXC | New | DXC Technology Co | $0 | – | 2 | +100.0% | 0.00% | – |
| CFMS | Sell | Conformis Inc | $0 | -100.0% | 140 | -41.7% | 0.00% | -100.0% |
| CHK | Chesapeake Energy Corp | $0 | – | 48 | 0.0% | 0.00% | – | |
| BHF | New | Brighthouse Finl Inc Com | $0 | – | 1 | +100.0% | 0.00% | – |
| VIAV | New | Viavi Solutions Inc | $0 | – | 8 | +100.0% | 0.00% | – |
| HAWK | New | Blackhawk Network Holdings Inc A | $0 | – | 1 | +100.0% | 0.00% | – |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| VPG | VISHAY PRECISION GROUP INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| VC | New | Visteon Corp | $0 | – | 1 | +100.0% | 0.00% | – |
| BLFS | BIOLIFE SOLUTIONS | $0 | – | 2 | 0.0% | 0.00% | – | |
| AMGN | New | AMGEN INC. | $0 | – | 2 | +100.0% | 0.00% | – |
| AET | Aetna Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| GMF | Exit | SPDR S&P Emerging Asia Pacific ETFetf | $0 | – | -14 | -100.0% | -0.00% | – |
| VWO | Exit | Vanguard Emerging Markets Stock Idx ETFetf | $0 | – | -30 | -100.0% | -0.00% | – |
| CGNX | Exit | Cognex Corp | $0 | – | -60 | -100.0% | -0.00% | – |
| HYG | Exit | iShares iBoxx $ High Yield Corporate Bdetf | $0 | – | -30 | -100.0% | -0.00% | – |
| ERIE | Exit | Erie Indemnity Co | $0 | – | -25 | -100.0% | -0.00% | – |
| MYL | Exit | Mylan Nv | $0 | – | -112 | -100.0% | -0.00% | – |
| ORA | Exit | Ormat Technologies Inc | $0 | – | -75 | -100.0% | -0.00% | – |
| VLP | Exit | Valero Energy Partners LP | $0 | – | -150 | -100.0% | -0.00% | – |
| AGN | Exit | Allergan plc | $0 | – | -50 | -100.0% | -0.01% | – |
| MTB | Exit | M&T Bank Corp | $0 | – | -52 | -100.0% | -0.01% | – |
| D | Exit | Dominion Resources Inc | $0 | – | -125 | -100.0% | -0.01% | – |
| EPD | Exit | Enterprise Products Partners LP | $0 | – | -400 | -100.0% | -0.01% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -180 | -100.0% | -0.01% | – |
| HSBC | Exit | HSBC Holdings PLCadr | $0 | – | -400 | -100.0% | -0.01% | – |
| POT | Exit | Potash Corp of Saskatchewan Inc | $0 | – | -7,160 | -100.0% | -0.09% | – |
| BSCI | Exit | Guggenheim BulletShrs 2018 Corp Bd ETFetf | $0 | – | -34,633 | -100.0% | -0.44% | – |
| XLV | Exit | Health Care Select Sector SPDRetf | $0 | – | -26,694 | -100.0% | -1.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-06
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.