$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% | – |
| DJP | New | iPath DJ-UBS Commodity Index TR ETNetn | $25,000 | – | 1,010 | +100.0% | 0.02% | – |
| AMAT | New | Applied Materials Inc | $4,000 | – | 67 | +100.0% | 0.00% | – |
| PLD | New | Prologis Inc | $1,000 | – | 18 | +100.0% | 0.00% | – |
| HPE | New | Hewlett Packard Enterprise Co | $1,000 | – | 33 | +100.0% | 0.00% | – |
| HPQ | New | Hewlett-Packard Co | $1,000 | – | 33 | +100.0% | 0.00% | – |
| BOTZ | New | Global X Robotics & Artfcl Intllgnc ETFetf | $1,000 | – | 24 | +100.0% | 0.00% | – |
| FEYE | New | FireEye Inc | $2,000 | – | 125 | +100.0% | 0.00% | – |
| BLCN | New | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $1,000 | – | 42 | +100.0% | 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% | – |
| DXC | New | DXC Technology Co | $0 | – | 2 | +100.0% | 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% | – |
| VC | New | Visteon Corp | $0 | – | 1 | +100.0% | 0.00% | – |
| AMGN | New | AMGEN INC. | $0 | – | 2 | +100.0% | 0.00% | – |
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.