$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGD | New | iShares ESG Aware MSCI EAFE ETFetf | $88,000 | – | 1,200 | +100.0% | 0.04% | – |
| PYPL | New | PayPal Holdings Inc | $60,000 | – | 255 | +100.0% | 0.03% | – |
| PSK | New | SPDR Wells Fargo Preferred Stock ETFetf | $53,000 | – | 1,200 | +100.0% | 0.03% | – |
| PFF | New | iShares US Preferred Stocketf | $43,000 | – | 1,125 | +100.0% | 0.02% | – |
| TSLA | New | TESLA MTRS INC | $31,000 | – | 44 | +100.0% | 0.02% | – |
| IPAC | New | iShares Core MSCI Pacific ETFetf | $26,000 | – | 400 | +100.0% | 0.01% | – |
| OIH | New | VanEck Vectors Oil Services ETFetf | $15,000 | – | 100 | +100.0% | 0.01% | – |
| SQM | New | Sociedad Quimica Y Minera De Chile SAspon adr ser b | $12,000 | – | 250 | +100.0% | 0.01% | – |
| AUPH | New | Aurinia Pharmaceuticals Inc | $7,000 | – | 531 | +100.0% | 0.00% | – |
| NIO | New | NIO INC ADS REPSTG CL A ORD SHSspon ads | $4,000 | – | 75 | +100.0% | 0.00% | – |
| PWR | New | Quanta Services Inc | $4,000 | – | 50 | +100.0% | 0.00% | – |
| BLCN | New | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $2,000 | – | 42 | +100.0% | 0.00% | – |
| DS | New | Drive Shack Inc | $0 | – | 100 | +100.0% | 0.00% | – |
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.