$180 Million is the total value of Lowe Wealth Advisors, LLC's 283 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 20.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $49,360,000 | +7.9% | 147,391 | -0.7% | 27.40% | +1.7% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $21,863,000 | +1.8% | 343,062 | -3.1% | 12.14% | -4.0% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $20,812,000 | +6.2% | 74,906 | -5.4% | 11.55% | +0.0% |
| IAU | Buy | iShares Gold Trustetf | $14,930,000 | +10.1% | 829,917 | +4.0% | 8.29% | +3.8% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $11,264,000 | +5.6% | 135,955 | +5.4% | 6.25% | -0.4% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $9,044,000 | +6.1% | 88,699 | +5.9% | 5.02% | 0.0% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $8,558,000 | +11.4% | 168,478 | +11.3% | 4.75% | +5.0% |
| IEFA | Buy | iShares Core MSCI EAFEetf | $6,439,000 | +10.0% | 106,810 | +4.3% | 3.57% | +3.6% |
| QLTA | Buy | iShares Aaa - A Rated Corporate Bond ETFetf | $5,424,000 | +12.1% | 93,794 | +12.1% | 3.01% | +5.6% |
| SH | Sell | ProShares Short S&P500etf | $4,966,000 | -12.0% | 244,397 | -3.1% | 2.76% | -17.1% |
| GDX | Buy | Market Vectors Gold Miners ETFetf | $4,003,000 | +10.4% | 102,233 | +3.4% | 2.22% | +4.0% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $3,889,000 | -24.7% | 23,336 | -30.9% | 2.16% | -29.1% |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $1,556,000 | +16.5% | 29,470 | +5.0% | 0.86% | +9.8% |
| MDY | Buy | SPDR S&P MidCap 400etf | $1,416,000 | +5.5% | 4,180 | +1.1% | 0.79% | -0.6% |
| MKC | Buy | McCormick & Company Inc | $1,379,000 | +8.2% | 7,107 | +0.0% | 0.76% | +1.9% |
| ANGL | Buy | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $1,313,000 | +63.9% | 44,145 | +58.1% | 0.73% | +54.4% |
| IWV | iShares Russell 3000etf | $1,220,000 | +8.6% | 6,235 | 0.0% | 0.68% | +2.3% | |
| SMH | Buy | VanEck Vectors Semiconductor ETFetf | $782,000 | +14.2% | 4,490 | +0.2% | 0.43% | +7.4% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $758,000 | +5.6% | 32,100 | -10.4% | 0.42% | -0.5% |
| AAPL | Buy | APPLE INC. | $729,000 | +25.5% | 6,292 | +295.0% | 0.40% | +18.4% |
| MSFT | Buy | Microsoft Corp | $617,000 | +5.3% | 2,932 | +1.8% | 0.34% | -0.9% |
| XAR | New | SPDR S&P Aerospace & Defense ETFetf | $580,000 | – | 6,645 | +100.0% | 0.32% | – |
| MKCV | Sell | McCormick & Company Inc | $422,000 | -3.4% | 2,161 | -12.2% | 0.23% | -8.9% |
| HDV | Sell | iShares High Dividendetf | $367,000 | -9.8% | 4,566 | -9.0% | 0.20% | -15.0% |
| AEE | Ameren Corp | $327,000 | +12.4% | 4,138 | 0.0% | 0.18% | +6.4% | |
| IDV | Sell | iShares International Select Dividendetf | $316,000 | -7.6% | 12,680 | -7.0% | 0.18% | -12.9% |
| DSI | iShares MSCI KLD 400 Social ETFetf | $279,000 | +8.1% | 2,183 | 0.0% | 0.16% | +2.0% | |
| LMT | Sell | Lockheed Martin Corp | $258,000 | 0.0% | 674 | -4.5% | 0.14% | -5.9% |
| VTI | Buy | Vanguard Total Stock Market ETFetf | $229,000 | +49.7% | 1,343 | +37.6% | 0.13% | +41.1% |
| AMZN | Amazon.com Inc | $224,000 | +14.3% | 71 | 0.0% | 0.12% | +7.8% | |
| PPL | Buy | PPL Corp | $220,000 | +25.0% | 8,069 | +18.7% | 0.12% | +17.3% |
| NEM | Newmont Mining Corp | $204,000 | +2.5% | 3,220 | 0.0% | 0.11% | -3.4% | |
| XOM | Sell | Exxon Mobil Corporation | $197,000 | -25.7% | 5,749 | -3.1% | 0.11% | -30.1% |
| ADP | Automatic Data Processing | $169,000 | -6.6% | 1,215 | 0.0% | 0.09% | -12.1% | |
| HWM | Howmet Aerospace Ord | $169,000 | +5.6% | 10,100 | 0.0% | 0.09% | 0.0% | |
| VZ | Buy | Verizon Communications Inc | $168,000 | +8.4% | 2,819 | +0.0% | 0.09% | +2.2% |
| BYND | Beyond Meat Inc | $166,000 | +23.9% | 1,000 | 0.0% | 0.09% | +16.5% | |
| BMI | Sell | Badger Meter Inc | $161,000 | -17.4% | 2,467 | -20.2% | 0.09% | -22.6% |
| V | Sell | Visa Inc | $147,000 | 0.0% | 736 | -3.3% | 0.08% | -5.7% |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $137,000 | -13.3% | 1,818 | -15.0% | 0.08% | -18.3% |
| AGG | Buy | iShares Core US Aggregate Bondetf | $137,000 | +11.4% | 1,157 | +11.0% | 0.08% | +5.6% |
| SLV | Sell | Ishares Silver Trustetf | $131,000 | +18.0% | 6,053 | -7.6% | 0.07% | +12.3% |
| HSY | Hershey Co | $128,000 | +10.3% | 893 | 0.0% | 0.07% | +4.4% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $111,000 | +6.7% | 2,410 | 0.0% | 0.06% | +1.6% | |
| TROW | T. Rowe Price Group Inc | $110,000 | +3.8% | 860 | 0.0% | 0.06% | -1.6% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $105,000 | +9.4% | 677 | 0.0% | 0.06% | +1.8% | |
| XLU | Buy | Utilities SPDR ETFetf | $102,000 | +82.1% | 1,710 | +71.0% | 0.06% | +72.7% |
| IVW | iShares S&P 500 Growthetf | $99,000 | +11.2% | 427 | 0.0% | 0.06% | +5.8% | |
| MBB | Buy | iShares MBSetf | $95,000 | +11.8% | 865 | +13.1% | 0.05% | +6.0% |
| JNJ | Johnson and Johnson | $93,000 | +5.7% | 626 | 0.0% | 0.05% | 0.0% | |
| KO | Coca-Cola Co | $94,000 | +10.6% | 1,898 | 0.0% | 0.05% | +4.0% | |
| HD | HOME DEPOT INC. | $87,000 | +11.5% | 312 | 0.0% | 0.05% | +4.3% | |
| FB | Facebook Inc | $82,000 | +15.5% | 312 | 0.0% | 0.05% | +9.5% | |
| T | Sell | AT&T Inc | $81,000 | -22.9% | 2,848 | -18.0% | 0.04% | -27.4% |
| DIS | Buy | DISNEY WALT COMPANY | $76,000 | +40.7% | 616 | +27.5% | 0.04% | +31.2% |
| SCHG | Schwab US Large-Cap Growth ETFetf | $71,000 | +14.5% | 615 | 0.0% | 0.04% | +5.4% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $71,000 | +9.2% | 1,100 | 0.0% | 0.04% | +2.6% | |
| RSP | Buy | Guggenheim S&P 500A Equal Weightetf | $69,000 | +2200.0% | 640 | +2033.3% | 0.04% | +1800.0% |
| RING | Buy | iShares MSCI Global Gold Minersetf | $66,000 | +11.9% | 2,033 | +3.6% | 0.04% | +5.7% |
| BR | Broadridge Financial Solutions Inc | $65,000 | +4.8% | 491 | 0.0% | 0.04% | -2.7% | |
| WMT | Sell | Wal-Mart Stores Inc | $63,000 | +6.8% | 450 | -8.5% | 0.04% | 0.0% |
| DVY | iShares Select Dividendetf | $61,000 | +1.7% | 748 | 0.0% | 0.03% | -2.9% | |
| COST | Buy | Costco Wholesale Corp | $60,000 | +200.0% | 169 | +160.0% | 0.03% | +175.0% |
| GIS | General Mills Inc | $59,000 | 0.0% | 960 | 0.0% | 0.03% | -5.7% | |
| APD | Air Products & Chemicals Inc | $60,000 | +25.0% | 200 | 0.0% | 0.03% | +17.9% | |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $59,000 | +1.7% | 1,350 | 0.0% | 0.03% | -2.9% | |
| XLB | Buy | Materials Select Sector SPDRAetf | $58,000 | +5700.0% | 918 | +5000.0% | 0.03% | +3100.0% |
| ROK | Rockwell Automation Inc | $55,000 | +3.8% | 248 | 0.0% | 0.03% | 0.0% | |
| DNP | DNP Select Income Common | $53,000 | -8.6% | 5,294 | 0.0% | 0.03% | -14.7% | |
| CVX | CHEVRON CORPORATION | $53,000 | -19.7% | 738 | 0.0% | 0.03% | -25.6% | |
| SLF | Buy | Sun Life Financial Inc | $53,000 | +10.4% | 1,296 | +0.2% | 0.03% | +3.6% |
| SPYG | Buy | SPDR S&P 500 Growthetf | $50,000 | +13.6% | 991 | +2.1% | 0.03% | +7.7% |
| AEP | American Electric Power Co Inc | $50,000 | +2.0% | 611 | 0.0% | 0.03% | -3.4% | |
| SBUX | Sell | Starbucks Corp | $49,000 | -2.0% | 568 | -16.2% | 0.03% | -6.9% |
| ARNC | Arconic Inc | $48,000 | +37.1% | 2,525 | 0.0% | 0.03% | +28.6% | |
| AUY | Yamana Gold Inc | $45,000 | +2.3% | 8,000 | 0.0% | 0.02% | -3.8% | |
| FCX | Freeport-McMoran Copper & Gold | $45,000 | +32.4% | 2,909 | 0.0% | 0.02% | +25.0% | |
| XEL | Xcel Energy Inc | $45,000 | +9.8% | 658 | 0.0% | 0.02% | +4.2% | |
| VTV | Buy | Vanguard Value ETFetf | $43,000 | +437.5% | 412 | +421.5% | 0.02% | +380.0% |
| VIAC | VIACOMCBS CL B ORD | $43,000 | +19.4% | 1,524 | 0.0% | 0.02% | +14.3% | |
| EEM | iShares MSCI Emerging Marketsetf | $44,000 | +10.0% | 1,002 | 0.0% | 0.02% | 0.0% | |
| BP | Buy | BP PLCadr | $44,000 | -21.4% | 2,492 | +2.9% | 0.02% | -27.3% |
| PLD | Prologis Inc | $43,000 | +10.3% | 423 | 0.0% | 0.02% | +4.3% | |
| BRKB | Berkshire Hathaway Inc | $43,000 | +19.4% | 200 | 0.0% | 0.02% | +14.3% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $42,000 | +7.7% | 299 | 0.0% | 0.02% | 0.0% | |
| MRK | Sell | MERCK & CO. INC. | $41,000 | -32.8% | 489 | -38.0% | 0.02% | -36.1% |
| SYK | Stryker Corporation | $42,000 | +16.7% | 200 | 0.0% | 0.02% | +9.5% | |
| ABT | ABBOTT LABORATORIES | $40,000 | +21.2% | 365 | 0.0% | 0.02% | +15.8% | |
| GRMN | Garmin Ltd | $38,000 | -2.6% | 400 | 0.0% | 0.02% | -8.7% | |
| PNC | PNC Financial Services Group Inc | $34,000 | +6.2% | 308 | 0.0% | 0.02% | 0.0% | |
| LOW | lowes companies incorporated | $34,000 | +21.4% | 205 | 0.0% | 0.02% | +18.8% | |
| XBI | SPDR S&P Biotech ETFetf | $33,000 | -2.9% | 300 | 0.0% | 0.02% | -10.0% | |
| ABBV | Abbvie Inc | $33,000 | -10.8% | 375 | 0.0% | 0.02% | -18.2% | |
| CDK | CDK Global Inc | $30,000 | +3.4% | 699 | 0.0% | 0.02% | 0.0% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $29,000 | +7.4% | 500 | 0.0% | 0.02% | 0.0% | |
| IVV | Sell | iShares Core S&P 500etf | $28,000 | -15.2% | 84 | -22.2% | 0.02% | -15.8% |
| IWM | Sell | iShares Russell 2000etf | $29,000 | -3.3% | 193 | -7.2% | 0.02% | -11.1% |
| USRT | iShares Core US REIT ETFetf | $27,000 | 0.0% | 610 | 0.0% | 0.02% | -6.2% | |
| MOO | Market Vectors Agribusiness ETFetf | $27,000 | +12.5% | 395 | 0.0% | 0.02% | +7.1% | |
| UNH | Buy | UnitedHealth Group Inc | $26,000 | +8.3% | 85 | +4.9% | 0.01% | 0.0% |
| AXP | American Express Co | $25,000 | +8.7% | 246 | 0.0% | 0.01% | 0.0% | |
| AMP | Ameriprise Financial Inc | $26,000 | +4.0% | 167 | 0.0% | 0.01% | -6.7% | |
| XLY | Buy | Consumer Discret Select Sector SPDRAsbi cons discr | $25,000 | +212.5% | 170 | +183.3% | 0.01% | +180.0% |
| ACN | Accenture PLC | $26,000 | +4.0% | 117 | 0.0% | 0.01% | -6.7% | |
| SDY | Sell | SPDR S&P Dividend ETFetf | $26,000 | -88.5% | 276 | -88.9% | 0.01% | -89.6% |
| CMCSA | Comcast Corp | $25,000 | +19.0% | 543 | 0.0% | 0.01% | +16.7% | |
| XLG | Guggenheim S&P 500 Top 50 ETFetf | $26,000 | +8.3% | 100 | 0.0% | 0.01% | 0.0% | |
| IJR | iShares Core S&P Small-Capetf | $25,000 | 0.0% | 359 | 0.0% | 0.01% | -6.7% | |
| MCD | Buy | McDonald s Corp | $23,000 | +76.9% | 104 | +48.6% | 0.01% | +62.5% |
| ESGU | Buy | iShares ESG MSCI USA ETFetf | $23,000 | +64.3% | 300 | +50.0% | 0.01% | +62.5% |
| O | Realty Income Corp | $24,000 | 0.0% | 400 | 0.0% | 0.01% | -7.1% | |
| BAC | Bank of America Corporation | $21,000 | 0.0% | 870 | 0.0% | 0.01% | 0.0% | |
| HLT | New | Hilton Worldwide Holdings Inc | $22,000 | – | 255 | +100.0% | 0.01% | – |
| EWS | iShares MSCI Singapore ETFetf | $22,000 | -4.3% | 1,200 | 0.0% | 0.01% | -14.3% | |
| ALGN | Align Technology Inc | $21,000 | +16.7% | 65 | 0.0% | 0.01% | +9.1% | |
| SNPS | New | Synopsys Inc | $21,000 | – | 100 | +100.0% | 0.01% | – |
| DUK | Duke Energy Corporation | $21,000 | +10.5% | 233 | 0.0% | 0.01% | +9.1% | |
| LEG | Leggett & Platt Inc | $21,000 | +16.7% | 500 | 0.0% | 0.01% | +9.1% | |
| MAIN | New | Main Street Capital Corp | $21,000 | – | 700 | +100.0% | 0.01% | – |
| DG | Dollar General Corp | $21,000 | +10.5% | 100 | 0.0% | 0.01% | +9.1% | |
| MFMS | New | MFAM Small-Cap Growth ETFetf | $20,000 | – | 667 | +100.0% | 0.01% | – |
| IMCB | iShares Morningstar Mid-Cap ETFetf | $20,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $20,000 | +17.6% | 500 | 0.0% | 0.01% | +10.0% | |
| FNI | First Trust ISE Chindia Idxetf | $18,000 | +20.0% | 381 | 0.0% | 0.01% | +11.1% | |
| PAYX | Paychex Inc | $18,000 | +5.9% | 230 | 0.0% | 0.01% | 0.0% | |
| EXC | Exelon Corp | $18,000 | -5.3% | 516 | 0.0% | 0.01% | -9.1% | |
| MASI | Masimo Corp | $18,000 | +5.9% | 75 | 0.0% | 0.01% | 0.0% | |
| MA | MasterCard Inc | $17,000 | +13.3% | 50 | 0.0% | 0.01% | 0.0% | |
| NMY | Nuveen MD Premium Income Muni Common | $17,000 | 0.0% | 1,310 | 0.0% | 0.01% | -10.0% | |
| BABA | Buy | Alibaba Group Holding Ltd Adrads | $17,000 | +112.5% | 57 | +58.3% | 0.01% | +80.0% |
| XLE | Buy | Energy Select Sector SPDRAetf | $17,000 | -5.6% | 576 | +21.0% | 0.01% | -18.2% |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $17,000 | +13.3% | 300 | 0.0% | 0.01% | 0.0% | |
| FXH | First Trust Health Care AlphaDEXetf | $15,000 | 0.0% | 161 | 0.0% | 0.01% | -11.1% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $14,000 | +7.7% | 245 | 0.0% | 0.01% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $14,000 | +16.7% | 11 | 0.0% | 0.01% | +14.3% | |
| ITB | Buy | iShares US Home Constructionetf | $14,000 | +55.6% | 250 | +25.0% | 0.01% | +60.0% |
| IWO | New | iShares Russell 2000 Growth Index Fundetf | $15,000 | – | 67 | +100.0% | 0.01% | – |
| BDX | Becton Dickinson & Co | $14,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| CHDN | Churchill Downs Inc | $14,000 | +27.3% | 85 | 0.0% | 0.01% | +33.3% | |
| ENPH | New | Enphase Energy Inc | $13,000 | – | 159 | +100.0% | 0.01% | – |
| CVS | Buy | CVS CAREMARK CORPORATION | $13,000 | -7.1% | 219 | +0.9% | 0.01% | -12.5% |
| PGF | Invesco Financial Preferred ETFetf | $12,000 | 0.0% | 650 | 0.0% | 0.01% | 0.0% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $12,000 | +9.1% | 57 | 0.0% | 0.01% | +16.7% | |
| GLD | SPDR Gold Sharesetf | $12,000 | +9.1% | 65 | 0.0% | 0.01% | +16.7% | |
| AMGN | Sell | AMGEN INC. | $13,000 | -27.8% | 52 | -32.5% | 0.01% | -36.4% |
| DELL | Dell Inc | $13,000 | +30.0% | 185 | 0.0% | 0.01% | +16.7% | |
| SRCL | Stericycle Inc | $13,000 | +18.2% | 200 | 0.0% | 0.01% | +16.7% | |
| UAA | UNDER ARMOUR INC. | $12,000 | +9.1% | 1,083 | 0.0% | 0.01% | +16.7% | |
| UA | UNDER ARMOUR INC-CLASS C | $13,000 | +18.2% | 1,271 | 0.0% | 0.01% | +16.7% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $12,000 | +9.1% | 161 | 0.0% | 0.01% | +16.7% | |
| F | Ford Motor Company | $13,000 | +8.3% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IYR | iShares US Real Estateetf | $13,000 | +8.3% | 158 | 0.0% | 0.01% | 0.0% | |
| WM | Waste Management Inc | $12,000 | +9.1% | 102 | 0.0% | 0.01% | +16.7% | |
| GOOGL | Alphabet Inc A | $12,000 | +9.1% | 8 | 0.0% | 0.01% | +16.7% | |
| GOOG | Alphabet Inc C | $12,000 | +9.1% | 8 | 0.0% | 0.01% | +16.7% | |
| ZNGA | New | Zynga Inc Class A | $12,000 | – | 1,333 | +100.0% | 0.01% | – |
| SOHO | Sotherly Hotels Inc | $10,000 | -23.1% | 5,291 | 0.0% | 0.01% | -25.0% | |
| BBBY | New | Bed Bath & Beyond Inc | $10,000 | – | 667 | +100.0% | 0.01% | – |
| AVGO | Avago Technologies Ltd | $11,000 | +22.2% | 29 | 0.0% | 0.01% | +20.0% | |
| DPZ | Domino s Pizza Inc | $11,000 | +10.0% | 27 | 0.0% | 0.01% | 0.0% | |
| IEUR | iShares Core MSCI Europe ETFetf | $11,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| MMP | Magellan Midstream Partners L.P. | $10,000 | -23.1% | 300 | 0.0% | 0.01% | -25.0% | |
| RTX | Raytheon Technologies Ord | $11,000 | -8.3% | 187 | 0.0% | 0.01% | -14.3% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $10,000 | +11.1% | 36 | 0.0% | 0.01% | +20.0% | |
| DLS | WisdomTree International SmallCp Div ETFetf | $10,000 | +11.1% | 170 | 0.0% | 0.01% | +20.0% | |
| NFLX | NETFLIX INC. | $9,000 | +12.5% | 17 | 0.0% | 0.01% | 0.0% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $9,000 | +50.0% | 900 | 0.0% | 0.01% | +25.0% | |
| LUV | Sell | Southwest Airlines Co | $9,000 | -25.0% | 250 | -26.7% | 0.01% | -28.6% |
| PSTG | Pure Storage Inc | $9,000 | -10.0% | 575 | 0.0% | 0.01% | -16.7% | |
| VGK | Vanguard European Stock Index ETFetf | $9,000 | +12.5% | 165 | 0.0% | 0.01% | 0.0% | |
| SPLK | Splunk Inc | $8,000 | 0.0% | 40 | 0.0% | 0.00% | -20.0% | |
| LVS | New | Las Vegas Sands Corp | $8,000 | – | 166 | +100.0% | 0.00% | – |
| GSG | Ishares S&P GSCI Commodity-Indexed Trustetf | $8,000 | 0.0% | 775 | 0.0% | 0.00% | -20.0% | |
| SCCO | New | Southern Copper Corp | $7,000 | – | 150 | +100.0% | 0.00% | – |
| DIM | WisdomTree International MidCap Div ETFetf | $7,000 | 0.0% | 132 | 0.0% | 0.00% | 0.0% | |
| MO | Altria Group Inc | $8,000 | 0.0% | 200 | 0.0% | 0.00% | -20.0% | |
| SPCE | Virgin Galactic Holdings Inc | $8,000 | +14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| CSCO | Cisco Systems Inc | $8,000 | -20.0% | 208 | 0.0% | 0.00% | -33.3% | |
| ISCG | iShares Morningstar Small-Cap Growthetf | $8,000 | 0.0% | 35 | 0.0% | 0.00% | -20.0% | |
| CAT | CATERPILLAR INC. | $8,000 | +14.3% | 54 | 0.0% | 0.00% | 0.0% | |
| VEA | Sell | Vanguard FTSE Developed Markets ETFetf | $8,000 | -57.9% | 194 | -60.7% | 0.00% | -63.6% |
| AMD | Advanced Micro Devices Inc | $8,000 | +60.0% | 100 | 0.0% | 0.00% | +33.3% | |
| HRB | H&R Block Inc | $7,000 | +16.7% | 406 | 0.0% | 0.00% | 0.0% | |
| XLI | Industrial Select Sector SPDRAsbi int-inds | $5,000 | +25.0% | 63 | 0.0% | 0.00% | +50.0% | |
| DE | Deere & Co | $6,000 | +20.0% | 29 | 0.0% | 0.00% | 0.0% | |
| COP | Sell | ConocoPhillips | $6,000 | -57.1% | 197 | -41.9% | 0.00% | -62.5% |
| VUG | Vanguard Growth ETFetf | $5,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| PRU | Prudential Financial Inc | $5,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $6,000 | 0.0% | 115 | 0.0% | 0.00% | -25.0% | |
| MED | Medifast Inc | $5,000 | +25.0% | 30 | 0.0% | 0.00% | +50.0% | |
| NKE | Buy | NIKE INC | $6,000 | +20.0% | 51 | +2.0% | 0.00% | 0.0% |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NOC | Northrop Grumman Corp | $5,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $6,000 | +20.0% | 310 | 0.0% | 0.00% | 0.0% | |
| MS | Morgan Stanley | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| FDX | FedEx Corp | $5,000 | +66.7% | 20 | 0.0% | 0.00% | +50.0% | |
| XLK | Technology Select Sector SPDRAetf | $5,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| SWBI | Smith & Wesson Brands Inc | $6,000 | -33.3% | 400 | 0.0% | 0.00% | -40.0% | |
| IJH | iShares Core S&P Mid-Capetf | $3,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| MAR | Sell | Marriott International Inc | $4,000 | -33.3% | 43 | -37.7% | 0.00% | -50.0% |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $3,000 | +50.0% | 96 | 0.0% | 0.00% | +100.0% | |
| IVOL | New | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $3,000 | – | 125 | +100.0% | 0.00% | – |
| XLF | Sell | Financial Select Sector SPDRetf | $4,000 | -42.9% | 180 | -41.9% | 0.00% | -50.0% |
| BFB | Brown-Forman Corp | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| DLR | Digital Realty Trust Inc | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS Alerian MLP ETFetf | $3,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
| MPC | Sell | Marathon Petroleum Corp | $3,000 | -25.0% | 100 | -16.7% | 0.00% | 0.0% |
| IXUS | iShares Core MSCI Total Intl Stketf | $4,000 | +33.3% | 60 | 0.0% | 0.00% | 0.0% | |
| BAH | New | Booz Allen Hamilton Holding Corp | $4,000 | – | 51 | +100.0% | 0.00% | – |
| STWD | Starwood Property Trust Inc. | $3,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| SLB | Schlumberger NV | $4,000 | -20.0% | 265 | 0.0% | 0.00% | -33.3% | |
| NTNX | Nutanix Inc | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -33.3% | |
| RGR | STURM RUGER AND CO INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% | |
| PNR | Pentair Plc | $4,000 | +33.3% | 77 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $3,000 | -25.0% | 70 | 0.0% | 0.00% | 0.0% | |
| PG | Procter & Gamble Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IWF | iShares Russell 1000 Growthetf | $3,000 | +50.0% | 13 | 0.0% | 0.00% | +100.0% | |
| DNKN | DUNKIN BRANDS GROUP INC | $4,000 | +33.3% | 43 | 0.0% | 0.00% | 0.0% | |
| PEP | PepsiCo Inc | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| IJK | Sell | iShares S&P MidCap 400 Growthetf | $4,000 | 0.0% | 18 | -5.3% | 0.00% | 0.0% |
| IBB | Ishares Nasdaq Biotechnologyetf | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc (UPS) | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| LL | Buy | Lumber Liquidators Holdings Inc | $4,000 | +300.0% | 200 | +100.0% | 0.00% | +100.0% |
| MNKD | MannKind Corp | $1,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| NEE | NextEra Energy Inc | $2,000 | +100.0% | 6 | 0.0% | 0.00% | 0.0% | |
| JWN | Nordstrom Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BLCN | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $1,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR Portfolio Developed Wld ex-US ETFetf | $1,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| INO | Inovio Pharmaceuticals Inc | $1,000 | -66.7% | 100 | 0.0% | 0.00% | -50.0% | |
| GE | GENERAL ELECTRIC COMPANY | $2,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW Pharmaceuticals PLCads | $2,000 | -33.3% | 25 | 0.0% | 0.00% | -50.0% | |
| CRM | SALESFORCE COM COMPANY | $2,000 | +100.0% | 8 | 0.0% | 0.00% | 0.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| ET | Energy Transfer Equity LP | $1,000 | -50.0% | 227 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG Alternative Harvest ETFetf | $1,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| SRE | Sempra Energy | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $1,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| TFC | Truist Finl Corp Com | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CODX | Co-Diagnostics Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX Corp | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CME | CME Group Inc/IL | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| BMY | Bristol-Myers Squibb Company | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| BHC | Bausch Health Companies Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AQMS | Aqua Metals Inc | $1,000 | 0.0% | 755 | 0.0% | 0.00% | 0.0% | |
| APT | Alpha Pro Tech Ltd | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| WAB | Westinghouse Air Brake Technologies Corp | $0 | – | 1 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $0 | – | 4 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| NBEV | New | New Age Beverages Corp | $0 | – | 100 | +100.0% | 0.00% | – |
| DSX | Diana Shipping Inc | $0 | – | 75 | 0.0% | 0.00% | – | |
| NBEV | Exit | New Age Beverages Corp | $0 | – | -100 | -100.0% | 0.00% | – |
| GEM | Exit | Goldman Sachs ActiveBeta EMkts Eq ETFetf | $0 | – | -13 | -100.0% | 0.00% | – |
| SCOR | Buy | comScore Inc | $0 | – | 200 | +100.0% | 0.00% | – |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL MYERS SQUIBB CONTINGENT RTSright | $0 | – | 15 | 0.0% | 0.00% | – | |
| SXC | SunCoke Energy Inc | $0 | – | 119 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| FTRCQ | Frontier Communications Corp Class B | $0 | – | 17 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| ERTH | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| RDSB | New | Royal Dutch Shell PLCspons adr b | $0 | – | 15 | +100.0% | 0.00% | – |
| INTF | Exit | iShares Edge MSCI Multifactor Intl ETFetf | $0 | – | -10 | -100.0% | 0.00% | – |
| NUS | Nu Skin Enterprises Inc Class A | $0 | – | 6 | 0.0% | 0.00% | – | |
| NTR | Nutrien Ltd | $0 | – | 12 | 0.0% | 0.00% | – | |
| JCI | Johnson Controls Inc | $0 | – | 9 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| REET | Exit | iShares Global REIT ETFetf | $0 | – | -112 | -100.0% | -0.00% | – |
| SPYV | Exit | SPDR Portfolio S&P 500 Value ETFetf | $0 | – | -81 | -100.0% | -0.00% | – |
| GSLC | Exit | Goldman Sachs ActiveBeta US LgCp Eq ETFetf | $0 | – | -24 | -100.0% | -0.00% | – |
| FNDA | Exit | Schwab Fundamental US Small Company ETFetf | $0 | – | -26 | -100.0% | -0.00% | – |
| PINS | Exit | Pinterest Inc Cl A | $0 | – | -130 | -100.0% | -0.00% | – |
| DBC | Exit | PowerShares DB Commodity Index Trackingetf | $0 | – | -300 | -100.0% | -0.00% | – |
| MET | Exit | MetLife Inc | $0 | – | -78 | -100.0% | -0.00% | – |
| WRE | Exit | Washington REIT | $0 | – | -400 | -100.0% | -0.01% | – |
| FSK | Exit | FS Investment Corp | $0 | – | -750 | -100.0% | -0.01% | – |
| PFE | Exit | Pfizer Inc | $0 | – | -300 | -100.0% | -0.01% | – |
| OXY | Exit | Occidental Petroleum Corp | $0 | – | -600 | -100.0% | -0.01% | – |
| DRI | Exit | DARDEN RESTAURANTS INC. | $0 | – | -360 | -100.0% | -0.02% | – |
| NXTG | Exit | First Trust IndXX NextG ETFetf | $0 | – | -600 | -100.0% | -0.02% | – |
| IEF | Exit | iShares 7-10 Year Treasury Bondetf | $0 | – | -700 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-16
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.