$165 Million is the total value of Lowe Wealth Advisors, LLC's 301 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 26.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $42,860,000 | +11.8% | 151,730 | -1.1% | 25.96% | -0.9% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $21,980,000 | +12.1% | 373,824 | -0.1% | 13.31% | -0.6% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $15,465,000 | +14.0% | 86,083 | -2.1% | 9.37% | +1.0% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $8,790,000 | +2.9% | 110,206 | +0.6% | 5.32% | -8.8% |
| IAU | Buy | iShares Gold Trustetf | $8,393,000 | +2.3% | 678,006 | +1.5% | 5.08% | -9.4% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $7,494,000 | +3.0% | 73,789 | +2.4% | 4.54% | -8.7% |
| SDY | Sell | SPDR S&P Dividend ETFetf | $6,335,000 | +9.5% | 63,729 | -1.4% | 3.84% | -3.0% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $6,285,000 | +10.5% | 103,432 | -0.0% | 3.81% | -2.1% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $5,910,000 | +11.9% | 41,852 | -1.4% | 3.58% | -0.8% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $5,836,000 | +9.8% | 68,266 | -1.1% | 3.54% | -2.7% |
| IEF | Buy | iShares 7-10 Year Treasury Bondetf | $5,439,000 | +2.5% | 50,989 | +0.1% | 3.30% | -9.1% |
| XLF | Sell | Financial Select Sector SPDRetf | $4,391,000 | +7.8% | 170,817 | -0.1% | 2.66% | -4.4% |
| HDV | Sell | iShares High Dividendetf | $3,275,000 | +9.6% | 35,111 | -0.8% | 1.98% | -2.8% |
| NLY | New | Annaly Capital Management Inc | $2,392,000 | – | 239,515 | +100.0% | 1.45% | – |
| SH | Buy | ProShares Short S&P500etf | $2,362,000 | +3049.3% | 85,458 | +3486.2% | 1.43% | +2705.9% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $1,972,000 | +5.3% | 39,210 | +5.0% | 1.19% | -6.6% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,722,000 | +13.7% | 4,988 | -0.3% | 1.04% | +0.8% |
| IWV | Sell | iShares Russell 3000etf | $1,588,000 | +10.0% | 9,527 | -3.1% | 0.96% | -2.5% |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $1,348,000 | +43.3% | 26,085 | +30.7% | 0.82% | +27.1% |
| MKC | Buy | McCormick & Company Inc | $1,069,000 | +8.1% | 7,103 | +0.0% | 0.65% | -4.1% |
| EPI | Buy | WisdomTree India Earnings ETFetf | $1,068,000 | +8.5% | 40,595 | +2.3% | 0.65% | -3.7% |
| GDX | Buy | Market Vectors Gold Miners ETFetf | $828,000 | +34.9% | 36,960 | +27.0% | 0.50% | +19.5% |
| GG | Sell | Goldcorp Inc | $790,000 | +4.2% | 69,134 | -10.6% | 0.48% | -7.5% |
| MKCV | Sell | McCormick & Company Inc | $441,000 | -1.8% | 2,951 | -8.8% | 0.27% | -13.0% |
| MSFT | Microsoft Corp | $392,000 | +16.0% | 3,324 | 0.0% | 0.24% | +2.6% | |
| AEE | Ameren Corp | $304,000 | +12.6% | 4,138 | 0.0% | 0.18% | -0.5% | |
| AAPL | Sell | APPLE INC. | $299,000 | +2.4% | 1,578 | -14.7% | 0.18% | -9.5% |
| LMT | Lockheed Martin Corp | $244,000 | +14.6% | 814 | 0.0% | 0.15% | +1.4% | |
| XOM | Buy | Exxon Mobil Corporation | $241,000 | +18.1% | 2,989 | +0.1% | 0.15% | +5.0% |
| NTR | Sell | Nutrien Ltd | $220,000 | +8.4% | 4,187 | -2.9% | 0.13% | -4.3% |
| ADP | Automatic Data Processing | $194,000 | +22.0% | 1,215 | 0.0% | 0.12% | +8.3% | |
| AGG | Sell | iShares Core US Aggregate Bondetf | $154,000 | +0.7% | 1,414 | -1.4% | 0.09% | -11.4% |
| DSI | iShares MSCI KLD 400 Social ETFetf | $152,000 | +12.6% | 1,450 | 0.0% | 0.09% | 0.0% | |
| VZ | Verizon Communications Inc | $149,000 | +4.9% | 2,526 | 0.0% | 0.09% | -7.2% | |
| CVX | Buy | CHEVRON CORPORATION | $145,000 | +15.1% | 1,179 | +1.5% | 0.09% | +2.3% |
| L100PS | Arconic Inc | $145,000 | +13.3% | 7,600 | 0.0% | 0.09% | +1.1% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $143,000 | +11.7% | 1,148 | 0.0% | 0.09% | 0.0% | |
| IWM | iShares Russell 2000etf | $137,000 | +14.2% | 895 | 0.0% | 0.08% | +1.2% | |
| NEM | Newmont Mining Corp | $115,000 | +2.7% | 3,220 | 0.0% | 0.07% | -9.1% | |
| VTI | Vanguard Total Stock Market ETFetf | $105,000 | +12.9% | 726 | 0.0% | 0.06% | 0.0% | |
| MRK | MERCK & CO. INC. | $103,000 | +8.4% | 1,246 | 0.0% | 0.06% | -4.6% | |
| T | Buy | AT&T Inc | $96,000 | +31.5% | 3,073 | +20.8% | 0.06% | +16.0% |
| IVW | Sell | iShares S&P 500 Growthetf | $90,000 | -52.4% | 527 | -57.9% | 0.06% | -57.4% |
| TROW | T. Rowe Price Group Inc | $91,000 | +7.1% | 918 | 0.0% | 0.06% | -5.2% | |
| IDV | Buy | iShares International Select Dividendetf | $91,000 | +122.0% | 2,950 | +107.0% | 0.06% | +96.4% |
| ACWX | iShares MSCI ACWI ex US ETFetf | $88,000 | +10.0% | 1,910 | 0.0% | 0.05% | -3.6% | |
| KO | Buy | Coca-Cola Co | $88,000 | +3.5% | 1,898 | +5.6% | 0.05% | -8.6% |
| SLV | Ishares Silver Trustetf | $85,000 | -3.4% | 6,053 | 0.0% | 0.05% | -15.0% | |
| JNJ | Buy | Johnson and Johnson | $76,000 | +15.2% | 545 | +6.9% | 0.05% | +2.2% |
| BP | BP PLCadr | $70,000 | +12.9% | 1,622 | 0.0% | 0.04% | 0.0% | |
| DNP | DNP Select Income Common | $61,000 | +10.9% | 5,294 | 0.0% | 0.04% | -2.6% | |
| CBS | CBS Corp | $59,000 | +9.3% | 1,242 | 0.0% | 0.04% | -2.7% | |
| DVY | iShares Select Dividendetf | $57,000 | +7.5% | 588 | 0.0% | 0.04% | -2.8% | |
| HD | HOME DEPOT INC. | $56,000 | +12.0% | 292 | 0.0% | 0.03% | 0.0% | |
| TUZ | PIMCO 1-3 Year US Treasury Index ETFetf | $56,000 | 0.0% | 1,120 | 0.0% | 0.03% | -10.5% | |
| DIS | Sell | DISNEY WALT COMPANY | $54,000 | -80.9% | 487 | -81.1% | 0.03% | -82.9% |
| FB | Facebook Inc | $52,000 | +26.8% | 312 | 0.0% | 0.03% | +10.7% | |
| STZ | Constellation Brands Inc | $52,000 | +8.3% | 300 | 0.0% | 0.03% | -6.1% | |
| SBUX | Starbucks Corp | $51,000 | +13.3% | 693 | 0.0% | 0.03% | 0.0% | |
| BR | Broadridge Financial Solutions Inc | $50,000 | +6.4% | 491 | 0.0% | 0.03% | -6.2% | |
| SLF | Sell | Sun Life Financial Inc | $49,000 | +6.5% | 1,285 | -7.2% | 0.03% | -3.2% |
| SHYG | Buy | iShares 0-5 Year High Yield Corp Bd ETFetf | $44,000 | +109.5% | 950 | +100.0% | 0.03% | +92.9% |
| ROK | Rockwell Automation Inc | $43,000 | +16.2% | 248 | 0.0% | 0.03% | +4.0% | |
| EEM | iShares MSCI Emerging Marketsetf | $43,000 | +10.3% | 1,002 | 0.0% | 0.03% | -3.7% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $42,000 | +7.7% | 1,039 | 0.0% | 0.02% | -7.4% | |
| AEP | American Electric Power Co Inc | $42,000 | +10.5% | 511 | 0.0% | 0.02% | -3.8% | |
| TXN | Sell | Texas Instruments Inc | $42,000 | -10.6% | 400 | -20.0% | 0.02% | -21.9% |
| CDK | CDK Global Inc | $41,000 | +24.2% | 699 | 0.0% | 0.02% | +8.7% | |
| BRKB | Berkshire Hathaway Inc | $40,000 | -2.4% | 200 | 0.0% | 0.02% | -14.3% | |
| SYK | Stryker Corporation | $39,000 | +25.8% | 200 | 0.0% | 0.02% | +14.3% | |
| XEL | Xcel Energy Inc | $36,000 | +12.5% | 658 | 0.0% | 0.02% | 0.0% | |
| WMT | Buy | Wal-Mart Stores Inc | $37,000 | +5.7% | 382 | +0.5% | 0.02% | -8.3% |
| PNC | PNC Financial Services Group Inc | $37,000 | +2.8% | 308 | 0.0% | 0.02% | -12.0% | |
| FCX | Freeport-McMoran Copper & Gold | $37,000 | +23.3% | 2,909 | 0.0% | 0.02% | +4.8% | |
| ALGN | Align Technology Inc | $35,000 | +34.6% | 125 | 0.0% | 0.02% | +16.7% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $34,000 | +13.3% | 299 | 0.0% | 0.02% | 0.0% | |
| RING | Buy | iShares MSCI Global Gold Minersetf | $34,000 | +13.3% | 1,963 | +5.4% | 0.02% | 0.0% |
| BAC | Buy | Bank of America Corporation | $35,000 | +9.4% | 1,283 | +0.1% | 0.02% | -4.5% |
| BALTF | iPath Bloomberg Cotton SubTR ETNetn | $34,000 | +3.0% | 700 | 0.0% | 0.02% | -8.7% | |
| CI | New | CIGNA Corp | $34,000 | – | 214 | +100.0% | 0.02% | – |
| AMZN | Sell | Amazon.com Inc | $35,000 | -7.9% | 20 | -20.0% | 0.02% | -19.2% |
| UAA | UNDER ARMOUR INC. | $33,000 | +17.9% | 1,608 | 0.0% | 0.02% | +5.3% | |
| UA | UNDER ARMOUR INC-CLASS C | $33,000 | +13.8% | 1,800 | 0.0% | 0.02% | 0.0% | |
| EV | Eaton Vance Corp | $32,000 | +14.3% | 800 | 0.0% | 0.02% | 0.0% | |
| USRT | iShares Core US REIT ETFetf | $31,000 | +14.8% | 610 | 0.0% | 0.02% | +5.6% | |
| CCJ | Cameco Corp | $31,000 | +3.3% | 2,670 | 0.0% | 0.02% | -9.5% | |
| O | Realty Income Corp | $29,000 | +16.0% | 400 | 0.0% | 0.02% | +5.9% | |
| IWO | Sell | iShares Russell 2000 Growth Index Fundetf | $29,000 | 0.0% | 150 | -12.3% | 0.02% | -10.0% |
| IVV | iShares Core S&P 500etf | $30,000 | +11.1% | 108 | 0.0% | 0.02% | 0.0% | |
| PPL | PPL Corp | $29,000 | +11.5% | 929 | 0.0% | 0.02% | 0.0% | |
| XLG | Sell | Guggenheim S&P 500 Top 50 ETFetf | $28,000 | -6.7% | 138 | -18.3% | 0.02% | -19.0% |
| EMN | Eastman Chemical Co | $26,000 | 0.0% | 350 | 0.0% | 0.02% | -11.1% | |
| AEM | Agnico Eagle Mines Ltd | $27,000 | +3.8% | 640 | 0.0% | 0.02% | -11.1% | |
| UNH | UnitedHealth Group Inc | $26,000 | -3.7% | 108 | 0.0% | 0.02% | -11.1% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $26,000 | +4.0% | 500 | 0.0% | 0.02% | -5.9% | |
| COST | Costco Wholesale Corp | $24,000 | +20.0% | 100 | 0.0% | 0.02% | +7.1% | |
| EXC | Exelon Corp | $25,000 | +8.7% | 516 | 0.0% | 0.02% | -6.2% | |
| MOO | Market Vectors Agribusiness ETFetf | $24,000 | +9.1% | 395 | 0.0% | 0.02% | 0.0% | |
| PSTG | Pure Storage Inc | $25,000 | +38.9% | 1,150 | 0.0% | 0.02% | +25.0% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $25,000 | 0.0% | 500 | 0.0% | 0.02% | -11.8% | |
| UTX | Buy | United Technologies Corporation | $25,000 | +25.0% | 200 | +7.0% | 0.02% | +7.1% |
| SCHG | Schwab US Large-Cap Growth ETFetf | $23,000 | +9.5% | 302 | 0.0% | 0.01% | 0.0% | |
| IJR | Buy | iShares Core S&P Small-Capetf | $22,000 | +15.8% | 287 | +6.7% | 0.01% | 0.0% |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $22,000 | +4.8% | 1,010 | 0.0% | 0.01% | -7.1% | |
| SGGFF | iPath Bloomberg Sugar SubTR ETNetn | $21,000 | 0.0% | 950 | 0.0% | 0.01% | -7.1% | |
| CMCSA | Sell | Comcast Corp | $21,000 | -27.6% | 543 | -35.6% | 0.01% | -35.0% |
| AMP | Ameriprise Financial Inc | $21,000 | +23.5% | 167 | 0.0% | 0.01% | +8.3% | |
| JPM | Buy | JPMorgan Chase & Co | $21,000 | +162.5% | 209 | +154.9% | 0.01% | +160.0% |
| THO | Thor Industries Inc | $20,000 | +17.6% | 334 | 0.0% | 0.01% | 0.0% | |
| AUY | Yamana Gold Inc | $20,000 | +5.3% | 8,000 | 0.0% | 0.01% | -7.7% | |
| DUK | Duke Energy Corporation | $20,000 | 0.0% | 233 | 0.0% | 0.01% | -14.3% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $20,000 | +66.7% | 1,600 | 0.0% | 0.01% | +50.0% | |
| MMP | Magellan Midstream Partners L.P. | $18,000 | +5.9% | 300 | 0.0% | 0.01% | -8.3% | |
| BLDR | Builders FirstSource Inc | $18,000 | +20.0% | 1,400 | 0.0% | 0.01% | +10.0% | |
| FSK | FS Investment Corp | $18,000 | +12.5% | 3,000 | 0.0% | 0.01% | 0.0% | |
| NMY | Nuveen MD Premium Income Muni Common | $16,000 | +6.7% | 1,310 | 0.0% | 0.01% | 0.0% | |
| F | Sell | Ford Motor Company | $17,000 | -5.6% | 2,000 | -16.1% | 0.01% | -16.7% |
| VUG | Buy | Vanguard Growth ETFetf | $15,000 | +400.0% | 98 | +326.1% | 0.01% | +350.0% |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $14,000 | 0.0% | 245 | 0.0% | 0.01% | -20.0% | |
| NFLX | NETFLIX INC. | $14,000 | +27.3% | 41 | 0.0% | 0.01% | 0.0% | |
| WRE | Washington REIT | $14,000 | +16.7% | 500 | 0.0% | 0.01% | 0.0% | |
| VIAB | Viacom Inc | $13,000 | +8.3% | 475 | 0.0% | 0.01% | 0.0% | |
| MO | Altria Group Inc | $14,000 | +16.7% | 250 | 0.0% | 0.01% | 0.0% | |
| FNI | First Trust ISE Chindia Idxetf | $14,000 | +16.7% | 381 | 0.0% | 0.01% | 0.0% | |
| MCD | McDonald s Corp | $13,000 | +8.3% | 70 | 0.0% | 0.01% | 0.0% | |
| OHI | Omega Healthcare Investors Inc | $14,000 | +7.7% | 384 | 0.0% | 0.01% | -11.1% | |
| DON | WisdomTree US MidCap Dividend ETFetf | $14,000 | +7.7% | 398 | 0.0% | 0.01% | -11.1% | |
| CTSH | Cognizant Technology Solutions Corp | $14,000 | +7.7% | 200 | 0.0% | 0.01% | -11.1% | |
| ABT | Buy | ABBOTT LABORATORIES | $14,000 | +27.3% | 177 | +18.0% | 0.01% | 0.0% |
| WELL | New | Welltower Inc Com | $13,000 | – | 177 | +100.0% | 0.01% | – |
| AMLP | ALPS Alerian MLP ETFetf | $11,000 | +10.0% | 1,099 | 0.0% | 0.01% | 0.0% | |
| CHDN | Buy | Churchill Downs Inc | $12,000 | +9.1% | 135 | +200.0% | 0.01% | -12.5% |
| ITA | iShares US Aerospace & Defenseetf | $11,000 | +10.0% | 56 | 0.0% | 0.01% | 0.0% | |
| MMM | New | 3M COMPANY | $11,000 | – | 54 | +100.0% | 0.01% | – |
| AVGO | Avago Technologies Ltd | $12,000 | +9.1% | 42 | 0.0% | 0.01% | -12.5% | |
| MA | MasterCard Inc | $11,000 | +22.2% | 50 | 0.0% | 0.01% | +16.7% | |
| FXH | First Trust Health Care AlphaDEXetf | $12,000 | +9.1% | 161 | 0.0% | 0.01% | -12.5% | |
| XLE | Buy | Energy Select Sector SPDRAetf | $11,000 | +266.7% | 174 | +248.0% | 0.01% | +250.0% |
| ABBV | Abbvie Inc | $12,000 | -14.3% | 150 | 0.0% | 0.01% | -30.0% | |
| PFE | Pfizer Inc | $12,000 | -7.7% | 300 | 0.0% | 0.01% | -22.2% | |
| V | Sell | Visa Inc | $11,000 | +10.0% | 75 | -1.3% | 0.01% | 0.0% |
| CVS | Buy | CVS CAREMARK CORPORATION | $11,000 | 0.0% | 210 | +22.8% | 0.01% | -12.5% |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $12,000 | +9.1% | 775 | 0.0% | 0.01% | -12.5% | |
| XLK | Technology Select Sector SPDRAetf | $10,000 | +11.1% | 146 | 0.0% | 0.01% | 0.0% | |
| DELL | New | Dell Inc | $10,000 | – | 185 | +100.0% | 0.01% | – |
| HSY | Hershey Co | $10,000 | 0.0% | 90 | 0.0% | 0.01% | -14.3% | |
| SHY | New | iShares 1-3 Year Treasury Bondetf | $10,000 | – | 125 | +100.0% | 0.01% | – |
| SRCL | Stericycle Inc | $10,000 | +42.9% | 200 | 0.0% | 0.01% | +20.0% | |
| GOOG | Sell | Alphabet Inc C | $9,000 | -64.0% | 8 | -66.7% | 0.01% | -70.6% |
| GOOGL | Sell | Alphabet Inc A | $9,000 | -64.0% | 8 | -66.7% | 0.01% | -70.6% |
| GILD | GILEAD SCIENCES INC. | $8,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $8,000 | 0.0% | 135 | 0.0% | 0.01% | 0.0% | |
| DIM | New | WisdomTree International MidCap Div ETFetf | $8,000 | – | 132 | +100.0% | 0.01% | – |
| SPLK | Splunk Inc | $9,000 | +12.5% | 75 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $9,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% | |
| VGK | Vanguard European Stock Index ETFetf | $8,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| VTV | Vanguard Value ETFetf | $8,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% | |
| HRB | H&R Block Inc | $9,000 | -10.0% | 406 | 0.0% | 0.01% | -28.6% | |
| DGRO | iShares Core Dividend Growthetf | $8,000 | +14.3% | 225 | 0.0% | 0.01% | 0.0% | |
| SCHE | Schwab Emerging Markets Equity ETFetf | $9,000 | 0.0% | 371 | 0.0% | 0.01% | -16.7% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $9,000 | +12.5% | 57 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC. | $7,000 | 0.0% | 54 | 0.0% | 0.00% | -20.0% | |
| BBT | BB&T Corp | $6,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| XLV | New | Health Care Select Sector SPDRsbi healthcare | $6,000 | – | 66 | +100.0% | 0.00% | – |
| EXAS | New | Exact Sciences Corp | $6,000 | – | 75 | +100.0% | 0.00% | – |
| ISCG | iShares Morningstar Small-Cap Growthetf | $6,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $7,000 | +40.0% | 11 | 0.0% | 0.00% | +33.3% | |
| COP | ConocoPhillips | $7,000 | 0.0% | 117 | 0.0% | 0.00% | -20.0% | |
| PAYX | Paychex Inc | $6,000 | +20.0% | 80 | 0.0% | 0.00% | +33.3% | |
| MU | New | Micron Technology Inc | $6,000 | – | 160 | +100.0% | 0.00% | – |
| ITB | iShares US Home Constructionetf | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| SLB | Buy | Schlumberger NV | $7,000 | +16.7% | 172 | +4.2% | 0.00% | 0.0% |
| DOFSQ | Diamond Offshore Drilling Inc | $6,000 | 0.0% | 660 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Co | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| DPZ | Domino s Pizza Inc | $6,000 | -14.3% | 27 | 0.0% | 0.00% | -20.0% | |
| NTNX | Nutanix Inc | $7,000 | -12.5% | 200 | 0.0% | 0.00% | -20.0% | |
| QRVO | Qorvo Inc | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| DHS | New | WisdomTree US High Dividend ETFetf | $7,000 | – | 99 | +100.0% | 0.00% | – |
| GLD | SPDR Gold Sharesetf | $7,000 | -12.5% | 65 | 0.0% | 0.00% | -20.0% | |
| IYW | New | Ishares U S Technology Etfetf | $5,000 | – | 30 | +100.0% | 0.00% | – |
| IVE | iShares S&P 500 Value ETFetf | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| NOW | ServiceNow Inc | $3,000 | +50.0% | 13 | 0.0% | 0.00% | +100.0% | |
| AMD | Buy | Advanced Micro Devices Inc | $4,000 | +300.0% | 165 | +120.0% | 0.00% | +100.0% |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| CRON | New | Cronos Group Inc | $3,000 | – | 200 | +100.0% | 0.00% | – |
| DE | Deere & Co | $4,000 | 0.0% | 29 | 0.0% | 0.00% | -33.3% | |
| DLR | Sell | Digital Realty Trust Inc | $3,000 | -25.0% | 29 | -25.6% | 0.00% | -33.3% |
| DNKN | DUNKIN BRANDS GROUP INC | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG Alternative Harvest ETFetf | $3,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| ET | Energy Transfer Equity LP | $3,000 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW Pharmaceuticals PLCads | $4,000 | +100.0% | 25 | 0.0% | 0.00% | +100.0% | |
| GSLC | Goldman Sachs ActiveBeta US LgCp Eq ETFetf | $4,000 | 0.0% | 76 | 0.0% | 0.00% | -33.3% | |
| RSP | Guggenheim S&P 500A Equal Weightetf | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| DBC | PowerShares DB Commodity Index Trackingetf | $4,000 | 0.0% | 300 | 0.0% | 0.00% | -33.3% | |
| IQV | Iqvia Hldgs Inc | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $4,000 | 0.0% | 19 | 0.0% | 0.00% | -33.3% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $4,000 | 0.0% | 25 | 0.0% | 0.00% | -33.3% | |
| WOOD | iShares Global Timber & Forestryetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $3,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| REET | iShares Global REIT ETFetf | $3,000 | 0.0% | 124 | 0.0% | 0.00% | 0.0% | |
| LOW | lowes companies incorporated | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| MET | MetLife Inc | $3,000 | -25.0% | 93 | 0.0% | 0.00% | -33.3% | |
| MS | Morgan Stanley | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| NOC | Northrop Grumman Corp | $4,000 | 0.0% | 15 | 0.0% | 0.00% | -33.3% | |
| PEP | PepsiCo Inc | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| PRU | Prudential Financial Inc | $4,000 | 0.0% | 44 | 0.0% | 0.00% | -33.3% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | -33.3% | |
| ULTA | New | Ulta Salon Cosmetics & Fragrance Inc | $3,000 | – | 11 | +100.0% | 0.00% | – |
| VEEV | New | Veeva Systems Inc | $3,000 | – | 25 | +100.0% | 0.00% | – |
| QSY | New | WisdomTree US Quality Sharehld Yld ETFetf | $4,000 | – | 56 | +100.0% | 0.00% | – |
| PNR | Pentair Plc | $3,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| FLOT | iShares Floating Rate Bondetf | $2,000 | -33.3% | 55 | 0.0% | 0.00% | -50.0% | |
| XLI | New | Industrial Select Sector SPDRAsbi int-inds | $2,000 | – | 33 | +100.0% | 0.00% | – |
| IWF | Sell | iShares Russell 1000 Growthetf | $1,000 | -75.0% | 13 | -53.6% | 0.00% | -66.7% |
| SRE | New | Sempra Energy | $1,000 | – | 11 | +100.0% | 0.00% | – |
| IBB | Sell | Ishares Nasdaq Biotechnologyetf | $2,000 | -83.3% | 25 | -80.0% | 0.00% | -87.5% |
| JWN | Nordstrom Inc | $1,000 | -50.0% | 45 | 0.0% | 0.00% | 0.0% | |
| IWS | Sell | iShares Russell Mid-Cap Valueetf | $1,000 | -75.0% | 22 | -54.2% | 0.00% | -66.7% |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $2,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| STM | STMicroelectronics NV | $1,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $2,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
| HON | New | Honeywell International Inc | $2,000 | – | 16 | +100.0% | 0.00% | – |
| SXC | SunCoke Energy Inc | $1,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| DATA | Tableau Software Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TER | Teradyne Inc | $1,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA MTRS INC | $2,000 | -33.3% | 10 | 0.0% | 0.00% | -50.0% | |
| TEVA | Sell | Teva Pharmaceutical Industries Ltdadr | $1,000 | 0.0% | 67 | -1.5% | 0.00% | 0.0% |
| GS | New | Goldman Sachs Group Inc | $2,000 | – | 12 | +100.0% | 0.00% | – |
| GSK | GlaxoSmithKline PLCadr | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc UPS | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC COMPANY | $2,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| FEYE | FireEye Inc | $2,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| CY | Cypress Semiconductor Corp | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CELG | CELGENE CORP | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CGC | New | Canopy Growth Corp | $2,000 | – | 50 | +100.0% | 0.00% | – |
| CME | CME Group IncIL | $2,000 | -33.3% | 17 | 0.0% | 0.00% | -50.0% | |
| BFB | Brown-Forman Corp | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| BHC | Bausch Health Companies Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| BZUN | Baozun Incadr | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| ACB | New | Aurora Cannabis Inc | $2,000 | – | 250 | +100.0% | 0.00% | – |
| ADM | Archer-Daniels Midland Co | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AMPH | Amphastar Pharmaceuticals Inc Del Com | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AMGN | Buy | AMGEN INC. | $1,000 | – | 7 | +250.0% | 0.00% | – |
| AXP | American Express Co | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| DWM | New | WisdomTree International Equity ETFetf | $1,000 | – | 25 | +100.0% | 0.00% | – |
| BABA | New | Alibaba Group Holding Ltd Adrads | $2,000 | – | 13 | +100.0% | 0.00% | – |
| DEW | New | WisdomTree Global High Dividend ETFetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| ADBE | New | Adobe Systems Inc | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ETN | New | Eaton Corp PLC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| SSYS | Stratasys Ltd | $1,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| PG | Procter & Gamble Co | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PLD | Prologis Inc | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NEE | New | NextEra Energy Inc | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MYGN | Buy | Myriad Genetics Inc | $2,000 | +100.0% | 82 | +121.6% | 0.00% | 0.0% |
| XBI | New | SPDR S&P Biotech ETFetf | $2,000 | – | 28 | +100.0% | 0.00% | – |
| MED | New | Medifast Inc | $1,000 | – | 15 | +100.0% | 0.00% | – |
| CRM | SALESFORCE COM COMPANY | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| EES | WisdomTree US SmallCap Earnings ETFetf | $0 | – | 15 | 0.0% | 0.00% | – | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| REZI | New | Resideo Technologies Inc | $0 | – | 2 | +100.0% | 0.00% | – |
| GTX | New | Garrett Motion Inc | $0 | – | 1 | +100.0% | 0.00% | – |
| TSM | Taiwan Semiconductor Manufacturing Co Ltdadr | $0 | -100.0% | 24 | 0.0% | 0.00% | -100.0% | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| TEL | TE Connectivity Ltd | $0 | -100.0% | 10 | 0.0% | 0.00% | -100.0% | |
| GRPN | Groupon Inc | $0 | – | 80 | 0.0% | 0.00% | – | |
| GEM | Goldman Sachs ActiveBeta EMkts Eq ETFetf | $0 | – | 13 | 0.0% | 0.00% | – | |
| PACW | PacWest Bancorp | $0 | -100.0% | 22 | 0.0% | 0.00% | -100.0% | |
| GV | GOLDFIELD CORP | $0 | – | 100 | 0.0% | 0.00% | – | |
| CPST | Exit | Capstone Turbine Corp | $0 | – | -500 | -100.0% | 0.00% | – |
| BLCN | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $0 | -100.0% | 42 | 0.0% | 0.00% | -100.0% | |
| NBEV | New Age Beverages Corp | $0 | -100.0% | 100 | 0.0% | 0.00% | -100.0% | |
| FTRCQ | Frontier Communications Corp | $0 | – | 32 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| MNKD | MannKind Corp | $0 | -100.0% | 500 | 0.0% | 0.00% | -100.0% | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| FNDA | Schwab Fundamental US Small Company ETFetf | $0 | -100.0% | 26 | 0.0% | 0.00% | -100.0% | |
| XLB | Materials Select Sector SPDRAetf | $0 | -100.0% | 18 | 0.0% | 0.00% | -100.0% | |
| C | Citigroup Inc | $0 | – | 1 | 0.0% | 0.00% | – | |
| INTF | iShares Edge MSCI Multifactor Intl ETFetf | $0 | – | 10 | 0.0% | 0.00% | – | |
| CHK | Chesapeake Energy Corp | $0 | – | 48 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| NUS | Nu Skin Enterprises Inc Class A | $0 | – | 6 | 0.0% | 0.00% | – | |
| JCI | Johnson Controls Inc | $0 | – | 9 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| BHF | Brighthouse Finl Inc Com | $0 | – | 1 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| VPG | VISHAY PRECISION GROUP INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| VOD | Vodafone Group PLCadr | $0 | -100.0% | 40 | 0.0% | 0.00% | -100.0% | |
| ERTH | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| WAB | New | Westinghouse Air Brake Technologies Corp | $0 | – | 1 | +100.0% | 0.00% | – |
| BLFS | BIOLIFE SOLUTIONS | $0 | – | 2 | 0.0% | 0.00% | – | |
| MDT | Medtronic Inc | $0 | -100.0% | 9 | 0.0% | 0.00% | -100.0% | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| ARTX | Exit | Arotech Corp | $0 | – | -300 | -100.0% | -0.00% | – |
| SNAP | Exit | Snap Inc Cl A | $0 | – | -100 | -100.0% | -0.00% | – |
| IWD | Exit | iShares Russell 1000 Valueetf | $0 | – | -19 | -100.0% | -0.00% | – |
| IDLV | Exit | PowerShares S&P Intl Dev Low Volatil ETFetf | $0 | – | -99 | -100.0% | -0.00% | – |
| SONY | Exit | Sony Corpadr | $0 | – | -67 | -100.0% | -0.00% | – |
| RDSA | Exit | Royal Dutch Shell PLCadr | $0 | – | -62 | -100.0% | -0.00% | – |
| XPO | Exit | XPO Logistics Inc | $0 | – | -100 | -100.0% | -0.00% | – |
| NUE | Exit | Nucor Corp | $0 | – | -245 | -100.0% | -0.01% | – |
| IDEV | Exit | iShares Core MSCI Intl Dev Mkts ETFetf | $0 | – | -1,500 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-08
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.