$197 Million is the total value of Lowe Wealth Advisors, LLC's 284 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $55,348,000 | +12.1% | 148,037 | +0.4% | 28.12% | +2.6% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $23,225,000 | +11.6% | 74,026 | -1.2% | 11.80% | +2.1% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $22,512,000 | +3.0% | 331,649 | -3.3% | 11.44% | -5.8% |
| IAU | Buy | iShares Gold Trustetf | $15,617,000 | +4.6% | 861,382 | +3.8% | 7.93% | -4.3% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $12,002,000 | +6.6% | 144,171 | +6.0% | 6.10% | -2.5% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $9,752,000 | +7.8% | 95,569 | +7.7% | 4.95% | -1.3% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $8,944,000 | +4.5% | 176,092 | +4.5% | 4.54% | -4.4% |
| IEFA | Buy | iShares Core MSCI EAFEetf | $7,615,000 | +18.3% | 110,217 | +3.2% | 3.87% | +8.2% |
| QLTA | Buy | iShares Aaa - A Rated Corporate Bond ETFetf | $5,683,000 | +4.8% | 97,107 | +3.5% | 2.89% | -4.1% |
| IYY | Buy | iShares DJ US Total Market Indexetf | $4,292,000 | +10.4% | 45,504 | +95.0% | 2.18% | +1.0% |
| GDX | Buy | Market Vectors Gold Miners ETFetf | $3,827,000 | -4.4% | 106,253 | +3.9% | 1.94% | -12.5% |
| SH | Sell | ProShares Short S&P500etf | $3,501,000 | -29.5% | 194,842 | -20.3% | 1.78% | -35.5% |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $2,062,000 | +32.5% | 33,240 | +12.8% | 1.05% | +21.2% |
| ANGL | Buy | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $1,840,000 | +40.1% | 57,335 | +29.9% | 0.94% | +28.3% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,747,000 | +23.4% | 4,160 | -0.5% | 0.89% | +12.8% |
| IWV | Sell | iShares Russell 3000etf | $1,371,000 | +12.4% | 6,135 | -1.6% | 0.70% | +2.8% |
| MKC | Buy | McCormick & Company Inc | $1,359,000 | -1.5% | 14,214 | +100.0% | 0.69% | -9.8% |
| XLE | Buy | Energy Select Sector SPDRAetf | $1,209,000 | +7011.8% | 31,901 | +5438.4% | 0.61% | +6722.2% |
| SMH | Buy | VanEck Vectors Semiconductor ETFetf | $1,000,000 | +27.9% | 4,580 | +2.0% | 0.51% | +17.1% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $903,000 | +19.1% | 30,925 | -3.7% | 0.46% | +9.0% |
| AAPL | Sell | APPLE INC. | $833,000 | +14.3% | 6,279 | -0.2% | 0.42% | +4.4% |
| XAR | Buy | SPDR S&P Aerospace & Defense ETFetf | $768,000 | +32.4% | 6,690 | +0.7% | 0.39% | +21.1% |
| MSFT | Sell | Microsoft Corp | $620,000 | +0.5% | 2,786 | -5.0% | 0.32% | -7.9% |
| XLY | Buy | Consumer Discret Select Sector SPDRAsbi cons discr | $587,000 | +2248.0% | 3,650 | +2047.1% | 0.30% | +2028.6% |
| MKCV | Buy | McCormick & Company Inc | $413,000 | -2.1% | 4,322 | +100.0% | 0.21% | -10.3% |
| HDV | Sell | iShares High Dividendetf | $373,000 | +1.6% | 4,259 | -6.7% | 0.19% | -7.4% |
| IDV | Sell | iShares International Select Dividendetf | $346,000 | +9.5% | 11,755 | -7.3% | 0.18% | +0.6% |
| DSI | Buy | iShares MSCI KLD 400 Social ETFetf | $341,000 | +22.2% | 4,766 | +118.3% | 0.17% | +11.6% |
| AEE | Ameren Corp | $323,000 | -1.2% | 4,138 | 0.0% | 0.16% | -9.9% | |
| VTI | Vanguard Total Stock Market ETFetf | $261,000 | +14.0% | 1,343 | 0.0% | 0.13% | +4.7% | |
| BMI | Badger Meter Inc | $232,000 | +44.1% | 2,467 | 0.0% | 0.12% | +32.6% | |
| XOM | Sell | Exxon Mobil Corporation | $232,000 | +17.8% | 5,629 | -2.1% | 0.12% | +8.3% |
| PPL | PPL Corp | $228,000 | +3.6% | 8,069 | 0.0% | 0.12% | -4.9% | |
| ADP | Automatic Data Processing | $214,000 | +26.6% | 1,215 | 0.0% | 0.11% | +16.0% | |
| LMT | Sell | Lockheed Martin Corp | $204,000 | -20.9% | 574 | -14.8% | 0.10% | -27.3% |
| NEM | Newmont Mining Corp | $193,000 | -5.4% | 3,220 | 0.0% | 0.10% | -13.3% | |
| SLV | Buy | Ishares Silver Trustetf | $173,000 | +32.1% | 7,053 | +16.5% | 0.09% | +20.5% |
| AMZN | Sell | Amazon.com Inc | $166,000 | -25.9% | 51 | -28.2% | 0.08% | -32.3% |
| VZ | Verizon Communications Inc | $166,000 | -1.2% | 2,819 | 0.0% | 0.08% | -9.7% | |
| V | Visa Inc | $161,000 | +9.5% | 736 | 0.0% | 0.08% | 0.0% | |
| DTN | WisdomTree Dividend ex-Financialsetf | $152,000 | +10.9% | 1,818 | 0.0% | 0.08% | +1.3% | |
| HWM | Sell | Howmet Aerospace Ord | $146,000 | -13.6% | 5,100 | -49.5% | 0.07% | -21.3% |
| XLU | Buy | Utilities SPDR ETFetf | $141,000 | +38.2% | 2,248 | +31.5% | 0.07% | +26.3% |
| AGG | iShares Core US Aggregate Bondetf | $137,000 | 0.0% | 1,157 | 0.0% | 0.07% | -7.9% | |
| HSY | Buy | Hershey Co | $136,000 | +6.2% | 894 | +0.1% | 0.07% | -2.8% |
| TROW | T. Rowe Price Group Inc | $130,000 | +18.2% | 860 | 0.0% | 0.07% | +8.2% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $128,000 | +15.3% | 2,410 | 0.0% | 0.06% | +4.8% | |
| BYND | Beyond Meat Inc | $125,000 | -24.7% | 1,000 | 0.0% | 0.06% | -31.5% | |
| ESGU | Buy | iShares ESG MSCI USA ETFetf | $116,000 | +404.3% | 1,350 | +350.0% | 0.06% | +353.8% |
| OEF | iShares S&P 100 Index Fund CBOEetf | $116,000 | +10.5% | 677 | 0.0% | 0.06% | +1.7% | |
| DIS | DISNEY WALT COMPANY | $112,000 | +47.4% | 616 | 0.0% | 0.06% | +35.7% | |
| IVW | Buy | iShares S&P 500 Growthetf | $109,000 | +10.1% | 1,708 | +300.0% | 0.06% | 0.0% |
| KO | Coca-Cola Co | $104,000 | +10.6% | 1,898 | 0.0% | 0.05% | +1.9% | |
| JNJ | Buy | Johnson and Johnson | $99,000 | +6.5% | 627 | +0.2% | 0.05% | -3.8% |
| ESGD | New | iShares ESG Aware MSCI EAFE ETFetf | $88,000 | – | 1,200 | +100.0% | 0.04% | – |
| HD | Buy | HOME DEPOT INC. | $86,000 | -1.1% | 324 | +3.8% | 0.04% | -8.3% |
| FB | Facebook Inc | $85,000 | +3.7% | 312 | 0.0% | 0.04% | -6.5% | |
| RSP | Guggenheim S&P 500A Equal Weightetf | $82,000 | +18.8% | 640 | 0.0% | 0.04% | +10.5% | |
| SHYG | Buy | iShares 0-5 Year High Yield Corp Bd ETFetf | $82,000 | +39.0% | 1,800 | +33.3% | 0.04% | +27.3% |
| T | AT&T Inc | $82,000 | +1.2% | 2,848 | 0.0% | 0.04% | -6.7% | |
| SCHG | Schwab US Large-Cap Growth ETFetf | $79,000 | +11.3% | 615 | 0.0% | 0.04% | +2.6% | |
| FCX | Freeport-McMoran Copper & Gold | $76,000 | +68.9% | 2,909 | 0.0% | 0.04% | +56.0% | |
| BR | Broadridge Financial Solutions Inc | $75,000 | +15.4% | 491 | 0.0% | 0.04% | +5.6% | |
| UNH | Buy | UnitedHealth Group Inc | $75,000 | +188.5% | 215 | +152.9% | 0.04% | +171.4% |
| ARNC | Arconic Inc | $75,000 | +56.2% | 2,525 | 0.0% | 0.04% | +40.7% | |
| DVY | iShares Select Dividendetf | $72,000 | +18.0% | 748 | 0.0% | 0.04% | +8.8% | |
| XLB | Materials Select Sector SPDRAetf | $66,000 | +13.8% | 918 | 0.0% | 0.03% | +6.2% | |
| WMT | Wal-Mart Stores Inc | $65,000 | +3.2% | 450 | 0.0% | 0.03% | -5.7% | |
| COST | Costco Wholesale Corp | $64,000 | +6.7% | 169 | 0.0% | 0.03% | 0.0% | |
| CVX | CHEVRON CORPORATION | $62,000 | +17.0% | 738 | 0.0% | 0.03% | +6.9% | |
| ROK | Rockwell Automation Inc | $62,000 | +12.7% | 248 | 0.0% | 0.03% | 0.0% | |
| SBUX | Starbucks Corp | $61,000 | +24.5% | 568 | 0.0% | 0.03% | +14.8% | |
| RING | iShares MSCI Global Gold Minersetf | $61,000 | -7.6% | 2,033 | 0.0% | 0.03% | -16.2% | |
| PYPL | New | PayPal Holdings Inc | $60,000 | – | 255 | +100.0% | 0.03% | – |
| SLF | Sun Life Financial Inc | $58,000 | +9.4% | 1,296 | 0.0% | 0.03% | 0.0% | |
| VIAC | VIACOMCBS CL B ORD | $57,000 | +32.6% | 1,524 | 0.0% | 0.03% | +20.8% | |
| GIS | General Mills Inc | $56,000 | -5.1% | 960 | 0.0% | 0.03% | -15.2% | |
| SPYG | SPDR S&P 500 Growthetf | $55,000 | +10.0% | 991 | 0.0% | 0.03% | 0.0% | |
| APD | Air Products & Chemicals Inc | $55,000 | -8.3% | 200 | 0.0% | 0.03% | -15.2% | |
| DNP | DNP Select Income Common | $54,000 | +1.9% | 5,294 | 0.0% | 0.03% | -6.9% | |
| PSK | New | SPDR Wells Fargo Preferred Stock ETFetf | $53,000 | – | 1,200 | +100.0% | 0.03% | – |
| BP | Buy | BP PLCadr | $51,000 | +15.9% | 2,493 | +0.0% | 0.03% | +8.3% |
| EEM | iShares MSCI Emerging Marketsetf | $52,000 | +18.2% | 1,002 | 0.0% | 0.03% | +8.3% | |
| AEP | American Electric Power Co Inc | $51,000 | +2.0% | 611 | 0.0% | 0.03% | -7.1% | |
| SYK | Stryker Corporation | $49,000 | +16.7% | 200 | 0.0% | 0.02% | +8.7% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $49,000 | +16.7% | 299 | 0.0% | 0.02% | +8.7% | |
| VTV | Vanguard Value ETFetf | $49,000 | +14.0% | 412 | 0.0% | 0.02% | +4.2% | |
| GRMN | Garmin Ltd | $48,000 | +26.3% | 400 | 0.0% | 0.02% | +14.3% | |
| AUY | Yamana Gold Inc | $46,000 | +2.2% | 8,000 | 0.0% | 0.02% | -8.0% | |
| PNC | PNC Financial Services Group Inc | $46,000 | +35.3% | 308 | 0.0% | 0.02% | +21.1% | |
| BRKB | Berkshire Hathaway Inc | $46,000 | +7.0% | 200 | 0.0% | 0.02% | -4.2% | |
| XEL | Xcel Energy Inc | $44,000 | -2.2% | 658 | 0.0% | 0.02% | -12.0% | |
| PFF | New | iShares US Preferred Stocketf | $43,000 | – | 1,125 | +100.0% | 0.02% | – |
| PLD | Prologis Inc | $42,000 | -2.3% | 423 | 0.0% | 0.02% | -12.5% | |
| ABT | ABBOTT LABORATORIES | $40,000 | 0.0% | 365 | 0.0% | 0.02% | -9.1% | |
| ABBV | Abbvie Inc | $40,000 | +21.2% | 375 | 0.0% | 0.02% | +11.1% | |
| MRK | MERCK & CO. INC. | $40,000 | -2.4% | 489 | 0.0% | 0.02% | -13.0% | |
| IWM | iShares Russell 2000etf | $38,000 | +31.0% | 193 | 0.0% | 0.02% | +18.8% | |
| ALGN | Align Technology Inc | $35,000 | +66.7% | 65 | 0.0% | 0.02% | +50.0% | |
| LUV | Buy | Southwest Airlines Co | $35,000 | +288.9% | 750 | +200.0% | 0.02% | +260.0% |
| CDK | CDK Global Inc | $36,000 | +20.0% | 699 | 0.0% | 0.02% | +5.9% | |
| IJR | iShares Core S&P Small-Capetf | $33,000 | +32.0% | 359 | 0.0% | 0.02% | +21.4% | |
| LOW | lowes companies incorporated | $33,000 | -2.9% | 205 | 0.0% | 0.02% | -10.5% | |
| AMP | Ameriprise Financial Inc | $32,000 | +23.1% | 167 | 0.0% | 0.02% | +14.3% | |
| MOO | Market Vectors Agribusiness ETFetf | $31,000 | +14.8% | 395 | 0.0% | 0.02% | +6.7% | |
| FDX | Buy | FedEx Corp | $31,000 | +520.0% | 120 | +500.0% | 0.02% | +433.3% |
| ACN | Accenture PLC | $31,000 | +19.2% | 117 | 0.0% | 0.02% | +14.3% | |
| TSLA | New | TESLA MTRS INC | $31,000 | – | 44 | +100.0% | 0.02% | – |
| IVV | iShares Core S&P 500etf | $32,000 | +14.3% | 84 | 0.0% | 0.02% | 0.0% | |
| XLG | Guggenheim S&P 500 Top 50 ETFetf | $29,000 | +11.5% | 100 | 0.0% | 0.02% | +7.1% | |
| USRT | iShares Core US REIT ETFetf | $30,000 | +11.1% | 610 | 0.0% | 0.02% | 0.0% | |
| SDY | SPDR S&P Dividend ETFetf | $29,000 | +11.5% | 276 | 0.0% | 0.02% | +7.1% | |
| CMCSA | Comcast Corp | $28,000 | +12.0% | 543 | 0.0% | 0.01% | 0.0% | |
| HLT | Hilton Worldwide Holdings Inc | $28,000 | +27.3% | 255 | 0.0% | 0.01% | +16.7% | |
| EWS | iShares MSCI Singapore ETFetf | $26,000 | +18.2% | 1,200 | 0.0% | 0.01% | +8.3% | |
| IPAC | New | iShares Core MSCI Pacific ETFetf | $26,000 | – | 400 | +100.0% | 0.01% | – |
| BAC | Bank of America Corporation | $26,000 | +23.8% | 870 | 0.0% | 0.01% | +8.3% | |
| O | Realty Income Corp | $25,000 | +4.2% | 400 | 0.0% | 0.01% | 0.0% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $25,000 | +25.0% | 500 | 0.0% | 0.01% | +18.2% | |
| MFMS | MFAM Small-Cap Growth ETFetf | $26,000 | +30.0% | 667 | 0.0% | 0.01% | +18.2% | |
| SNPS | Synopsys Inc | $26,000 | +23.8% | 100 | 0.0% | 0.01% | +8.3% | |
| MAIN | Main Street Capital Corp | $23,000 | +9.5% | 700 | 0.0% | 0.01% | 0.0% | |
| LXPPRC | Sell | Lexington Realty Trustpfd conv ser c | $24,000 | -17.2% | 400 | -20.0% | 0.01% | -25.0% |
| ENPH | Sell | Enphase Energy Inc | $24,000 | +84.6% | 134 | -15.7% | 0.01% | +71.4% |
| FNI | First Trust ISE Chindia Idxetf | $22,000 | +22.2% | 381 | 0.0% | 0.01% | +10.0% | |
| DG | Dollar General Corp | $21,000 | 0.0% | 100 | 0.0% | 0.01% | -8.3% | |
| EXC | Exelon Corp | $22,000 | +22.2% | 516 | 0.0% | 0.01% | +10.0% | |
| LEG | Leggett & Platt Inc | $22,000 | +4.8% | 500 | 0.0% | 0.01% | -8.3% | |
| MCD | McDonald s Corp | $22,000 | -4.3% | 104 | 0.0% | 0.01% | -15.4% | |
| PAYX | Paychex Inc | $21,000 | +16.7% | 230 | 0.0% | 0.01% | +10.0% | |
| UA | UNDER ARMOUR INC-CLASS C | $19,000 | +46.2% | 1,271 | 0.0% | 0.01% | +42.9% | |
| MASI | Masimo Corp | $20,000 | +11.1% | 75 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INC. | $19,000 | +58.3% | 1,083 | 0.0% | 0.01% | +42.9% | |
| FXH | First Trust Health Care AlphaDEXetf | $17,000 | +13.3% | 161 | 0.0% | 0.01% | +12.5% | |
| F | Ford Motor Company | $18,000 | +38.5% | 2,000 | 0.0% | 0.01% | +28.6% | |
| NMY | Nuveen MD Premium Income Muni Common | $18,000 | +5.9% | 1,310 | 0.0% | 0.01% | 0.0% | |
| CHDN | Churchill Downs Inc | $17,000 | +21.4% | 85 | 0.0% | 0.01% | +12.5% | |
| MA | MasterCard Inc | $18,000 | +5.9% | 50 | 0.0% | 0.01% | 0.0% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $15,000 | +15.4% | 220 | +0.5% | 0.01% | +14.3% |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $16,000 | -5.9% | 300 | 0.0% | 0.01% | -11.1% | |
| BDX | Becton Dickinson & Co | $15,000 | +7.1% | 60 | 0.0% | 0.01% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $15,000 | +7.1% | 11 | 0.0% | 0.01% | 0.0% | |
| OIH | New | VanEck Vectors Oil Services ETFetf | $15,000 | – | 100 | +100.0% | 0.01% | – |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $15,000 | +7.1% | 245 | 0.0% | 0.01% | 0.0% | |
| MMP | Magellan Midstream Partners L.P. | $13,000 | +30.0% | 300 | 0.0% | 0.01% | +16.7% | |
| AVGO | Avago Technologies Ltd | $13,000 | +18.2% | 29 | 0.0% | 0.01% | +16.7% | |
| DELL | Dell Inc | $14,000 | +7.7% | 185 | 0.0% | 0.01% | 0.0% | |
| GOOGL | Alphabet Inc A | $14,000 | +16.7% | 8 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $14,000 | +16.7% | 161 | 0.0% | 0.01% | 0.0% | |
| GOOG | Alphabet Inc C | $14,000 | +16.7% | 8 | 0.0% | 0.01% | 0.0% | |
| IEUR | iShares Core MSCI Europe ETFetf | $13,000 | +18.2% | 250 | 0.0% | 0.01% | +16.7% | |
| SRCL | Stericycle Inc | $14,000 | +7.7% | 200 | 0.0% | 0.01% | 0.0% | |
| ZNGA | Zynga Inc Class A | $13,000 | +8.3% | 1,333 | 0.0% | 0.01% | 0.0% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $14,000 | +16.7% | 57 | 0.0% | 0.01% | 0.0% | |
| RTX | Raytheon Technologies Ord | $13,000 | +18.2% | 187 | 0.0% | 0.01% | +16.7% | |
| BABA | Alibaba Group Holding Ltd Adrads | $13,000 | -23.5% | 57 | 0.0% | 0.01% | -22.2% | |
| SOHO | Sotherly Hotels Inc | $13,000 | +30.0% | 5,291 | 0.0% | 0.01% | +16.7% | |
| PSTG | Pure Storage Inc | $13,000 | +44.4% | 575 | 0.0% | 0.01% | +40.0% | |
| IYR | iShares US Real Estateetf | $14,000 | +7.7% | 158 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $14,000 | 0.0% | 250 | 0.0% | 0.01% | -12.5% | |
| DUK | Sell | Duke Energy Corporation | $12,000 | -42.9% | 133 | -42.9% | 0.01% | -50.0% |
| PGF | Invesco Financial Preferred ETFetf | $12,000 | 0.0% | 650 | 0.0% | 0.01% | -14.3% | |
| WM | Waste Management Inc | $12,000 | 0.0% | 102 | 0.0% | 0.01% | -14.3% | |
| AMGN | AMGEN INC. | $12,000 | -7.7% | 52 | 0.0% | 0.01% | -14.3% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $12,000 | +33.3% | 900 | 0.0% | 0.01% | +20.0% | |
| DLS | WisdomTree International SmallCp Div ETFetf | $12,000 | +20.0% | 170 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $11,000 | +10.0% | 36 | 0.0% | 0.01% | 0.0% | |
| SQM | New | Sociedad Quimica Y Minera De Chile SAspon adr ser b | $12,000 | – | 250 | +100.0% | 0.01% | – |
| GLD | SPDR Gold Sharesetf | $12,000 | 0.0% | 65 | 0.0% | 0.01% | -14.3% | |
| ISCG | iShares Morningstar Small-Cap Growthetf | $11,000 | +37.5% | 35 | 0.0% | 0.01% | +50.0% | |
| VGK | Vanguard European Stock Index ETFetf | $10,000 | +11.1% | 165 | 0.0% | 0.01% | 0.0% | |
| SPCE | Buy | Virgin Galactic Holdings Inc | $10,000 | +25.0% | 401 | +0.2% | 0.01% | +25.0% |
| CSCO | Cisco Systems Inc | $9,000 | +12.5% | 208 | 0.0% | 0.01% | +25.0% | |
| SCCO | Southern Copper Corp | $10,000 | +42.9% | 150 | 0.0% | 0.01% | +25.0% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $9,000 | +12.5% | 194 | 0.0% | 0.01% | +25.0% | |
| CAT | CATERPILLAR INC. | $10,000 | +25.0% | 54 | 0.0% | 0.01% | +25.0% | |
| AMD | Advanced Micro Devices Inc | $9,000 | +12.5% | 100 | 0.0% | 0.01% | +25.0% | |
| NFLX | NETFLIX INC. | $9,000 | 0.0% | 17 | 0.0% | 0.01% | 0.0% | |
| DPZ | Domino s Pizza Inc | $10,000 | -9.1% | 27 | 0.0% | 0.01% | -16.7% | |
| AUPH | New | Aurinia Pharmaceuticals Inc | $7,000 | – | 531 | +100.0% | 0.00% | – |
| NKE | NIKE INC | $7,000 | +16.7% | 51 | 0.0% | 0.00% | +33.3% | |
| XLP | Sell | Consumer Staples Select Sector SPDRAsbi cons stpls | $7,000 | -90.1% | 100 | -90.9% | 0.00% | -89.7% |
| DE | Deere & Co | $8,000 | +33.3% | 29 | 0.0% | 0.00% | +33.3% | |
| DIM | WisdomTree International MidCap Div ETFetf | $8,000 | +14.3% | 132 | 0.0% | 0.00% | 0.0% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $7,000 | +16.7% | 115 | 0.0% | 0.00% | +33.3% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $7,000 | +16.7% | 310 | 0.0% | 0.00% | +33.3% | |
| SWBI | Smith & Wesson Brands Inc | $7,000 | +16.7% | 400 | 0.0% | 0.00% | +33.3% | |
| SPLK | Splunk Inc | $7,000 | -12.5% | 40 | 0.0% | 0.00% | 0.0% | |
| MO | Altria Group Inc | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| COP | ConocoPhillips | $8,000 | +33.3% | 197 | 0.0% | 0.00% | +33.3% | |
| MS | Morgan Stanley | $7,000 | +40.0% | 100 | 0.0% | 0.00% | +33.3% | |
| IJT | Buy | iShares S&P Small-Cap 600 Growthetf | $6,000 | +50.0% | 50 | +100.0% | 0.00% | +50.0% |
| XLF | Financial Select Sector SPDRetf | $5,000 | +25.0% | 180 | 0.0% | 0.00% | +50.0% | |
| IJK | Buy | iShares S&P MidCap 400 Growthetf | $5,000 | +25.0% | 72 | +300.0% | 0.00% | +50.0% |
| NOC | Northrop Grumman Corp | $5,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $6,000 | +50.0% | 200 | 0.0% | 0.00% | +50.0% | |
| XLK | Technology Select Sector SPDRAetf | $6,000 | +20.0% | 46 | 0.0% | 0.00% | 0.0% | |
| VUG | Vanguard Growth ETFetf | $6,000 | +20.0% | 23 | 0.0% | 0.00% | 0.0% | |
| HRB | H&R Block Inc | $6,000 | -14.3% | 406 | 0.0% | 0.00% | -25.0% | |
| NTNX | Nutanix Inc | $6,000 | +50.0% | 200 | 0.0% | 0.00% | +50.0% | |
| MAR | Marriott International Inc | $6,000 | +50.0% | 43 | 0.0% | 0.00% | +50.0% | |
| MED | Medifast Inc | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XLI | Industrial Select Sector SPDRAsbi int-inds | $6,000 | +20.0% | 63 | 0.0% | 0.00% | 0.0% | |
| PRU | Prudential Financial Inc | $6,000 | +20.0% | 76 | 0.0% | 0.00% | 0.0% | |
| AMLP | ALPS Alerian MLP ETFetf | $4,000 | +33.3% | 138 | 0.0% | 0.00% | 0.0% | |
| BAH | Booz Allen Hamilton Holding Corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $4,000 | +33.3% | 45 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX Corp | $3,000 | +50.0% | 32 | 0.0% | 0.00% | +100.0% | |
| CAH | Cardinal Health Inc | $4,000 | +33.3% | 70 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $3,000 | +50.0% | 32 | 0.0% | 0.00% | +100.0% | |
| DLR | Digital Realty Trust Inc | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW Pharmaceuticals PLCads | $3,000 | +50.0% | 25 | 0.0% | 0.00% | +100.0% | |
| GE | GENERAL ELECTRIC COMPANY | $3,000 | +50.0% | 245 | 0.0% | 0.00% | +100.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $4,000 | +33.3% | 17 | 0.0% | 0.00% | 0.0% | |
| IBB | Ishares Nasdaq Biotechnologyetf | $4,000 | +33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| IWF | iShares Russell 1000 Growthetf | $3,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| IVOL | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| MPC | Marathon Petroleum Corp | $4,000 | +33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| NIO | New | NIO INC ADS REPSTG CL A ORD SHSspon ads | $4,000 | – | 75 | +100.0% | 0.00% | – |
| PEP | PepsiCo Inc | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| PG | Procter & Gamble Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PWR | New | Quanta Services Inc | $4,000 | – | 50 | +100.0% | 0.00% | – |
| STWD | Starwood Property Trust Inc. | $3,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc (UPS) | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair Plc | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| NEE | Buy | NextEra Energy Inc | $2,000 | 0.0% | 24 | +300.0% | 0.00% | 0.0% |
| SXC | SunCoke Energy Inc | $1,000 | – | 119 | 0.0% | 0.00% | – | |
| CRM | SALESFORCE COM COMPANY | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR Portfolio Developed Wld ex-US ETFetf | $2,000 | +100.0% | 49 | 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% | |
| RDSB | Royal Dutch Shell PLCspons adr b | $1,000 | – | 15 | 0.0% | 0.00% | – | |
| NTR | Nutrien Ltd | $1,000 | – | 12 | 0.0% | 0.00% | – | |
| VLO | Valero Energy Corp | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| JWN | Nordstrom Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $2,000 | +100.0% | 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% | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 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 | 0.0% | 227 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG Alternative Harvest ETFetf | $1,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 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 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AQMS | Aqua Metals Inc | $2,000 | +100.0% | 755 | 0.0% | 0.00% | 0.0% | |
| AXP | Sell | American Express Co | $2,000 | -92.0% | 20 | -91.9% | 0.00% | -92.9% |
| APT | Alpha Pro Tech Ltd | $1,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BLCN | New | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $2,000 | – | 42 | +100.0% | 0.00% | – |
| SRE | Sempra Energy | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| WAB | Westinghouse Air Brake Technologies Corp | $0 | – | 1 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ERTH | PowerShares Cleantechetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| FTRCQ | Frontier Communications Corp Class B | $0 | – | 17 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| DS | New | Drive Shack Inc | $0 | – | 100 | +100.0% | 0.00% | – |
| SLB | Sell | Schlumberger NV | $0 | -100.0% | 15 | -94.3% | 0.00% | -100.0% |
| SCOR | comScore Inc | $0 | – | 200 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL MYERS SQUIBB CONTINGENT RTSright | $0 | – | 15 | 0.0% | 0.00% | – | |
| DSX | Exit | Diana Shipping Inc | $0 | – | -75 | -100.0% | 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% | – | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| CODX | Exit | Co-Diagnostics Inc | $0 | – | -50 | -100.0% | -0.00% | – |
| INO | Exit | Inovio Pharmaceuticals Inc | $0 | – | -100 | -100.0% | -0.00% | – |
| BLCN | Exit | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $0 | – | -42 | -100.0% | -0.00% | – |
| DNKN | Exit | DUNKIN BRANDS GROUP INC | $0 | – | -43 | -100.0% | -0.00% | – |
| LVS | Exit | Las Vegas Sands Corp | $0 | – | -166 | -100.0% | -0.00% | – |
| GSG | Exit | Ishares S&P GSCI Commodity-Indexed Trustetf | $0 | – | -775 | -100.0% | -0.00% | – |
| BBBY | Exit | Bed Bath & Beyond Inc | $0 | – | -667 | -100.0% | -0.01% | – |
| IWO | Exit | iShares Russell 2000 Growth Index Fundetf | $0 | – | -67 | -100.0% | -0.01% | – |
| IMCB | Exit | iShares Morningstar Mid-Cap ETFetf | $0 | – | -100 | -100.0% | -0.01% | – |
| XBI | Exit | SPDR S&P Biotech ETFetf | $0 | – | -300 | -100.0% | -0.02% | – |
| MBB | Exit | iShares MBSetf | $0 | – | -865 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-07
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.