$199 Million is the total value of Lowe Wealth Advisors, LLC's 290 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 19.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $58,349,000 | +5.4% | 147,223 | -0.5% | 29.34% | +4.4% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $22,958,000 | -1.1% | 71,938 | -2.8% | 11.55% | -2.1% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $20,801,000 | -7.6% | 300,632 | -9.4% | 10.46% | -8.5% |
| IAU | Buy | iShares Gold Trustetf | $14,169,000 | -9.3% | 871,395 | +1.2% | 7.13% | -10.2% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $12,110,000 | +0.9% | 146,787 | +1.8% | 6.09% | -0.1% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $10,013,000 | +2.7% | 98,252 | +2.8% | 5.04% | +1.7% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $9,206,000 | +2.9% | 181,380 | +3.0% | 4.63% | +1.9% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $7,941,000 | +4.3% | 110,212 | -0.0% | 3.99% | +3.3% |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $4,896,000 | -13.8% | 88,335 | -9.0% | 2.46% | -14.7% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $4,514,000 | +5.2% | 45,202 | -0.7% | 2.27% | +4.1% |
| GDX | Sell | Market Vectors Gold Miners ETFetf | $3,410,000 | -10.9% | 104,928 | -1.2% | 1.72% | -11.8% |
| XLI | Buy | Industrial Select Sector SPDRAsbi int-inds | $2,759,000 | +45883.3% | 28,026 | +44385.7% | 1.39% | +46166.7% |
| XLE | Buy | Energy Select Sector SPDRAetf | $2,303,000 | +90.5% | 46,949 | +47.2% | 1.16% | +88.6% |
| IEMG | Buy | iShares Core MSCI Emerging Marketsetf | $2,238,000 | +8.5% | 34,778 | +4.6% | 1.13% | +7.5% |
| MDY | Buy | SPDR S&P MidCap 400etf | $2,008,000 | +14.9% | 4,218 | +1.4% | 1.01% | +13.9% |
| ANGL | Sell | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $1,600,000 | -13.0% | 50,100 | -12.6% | 0.80% | -13.9% |
| IWV | Sell | iShares Russell 3000etf | $1,271,000 | -7.3% | 5,356 | -12.7% | 0.64% | -8.2% |
| MKC | Buy | McCormick & Company Inc | $1,267,000 | -6.8% | 14,216 | +0.0% | 0.64% | -7.7% |
| VZ | Buy | Verizon Communications Inc | $1,230,000 | +641.0% | 21,160 | +650.6% | 0.62% | +636.9% |
| SMH | Buy | VanEck Vectors Semiconductor ETFetf | $1,129,000 | +12.9% | 4,635 | +1.2% | 0.57% | +11.8% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $956,000 | +5.9% | 30,330 | -1.9% | 0.48% | +4.8% |
| AAPL | Sell | APPLE INC. | $749,000 | -10.1% | 6,133 | -2.3% | 0.38% | -10.9% |
| MSFT | Buy | Microsoft Corp | $665,000 | +7.3% | 2,820 | +1.2% | 0.33% | +6.0% |
| VNQ | New | Vanguard REIT ETFetf | $522,000 | – | 5,680 | +100.0% | 0.26% | – |
| ICLN | New | iShares Global Clean Energyetf | $509,000 | – | 20,935 | +100.0% | 0.26% | – |
| MKCV | McCormick & Company Inc | $385,000 | -6.8% | 4,322 | 0.0% | 0.19% | -7.6% | |
| HDV | Sell | iShares High Dividendetf | $380,000 | +1.9% | 4,002 | -6.0% | 0.19% | +1.1% |
| DSI | iShares MSCI KLD 400 Social ETFetf | $364,000 | +6.7% | 4,766 | 0.0% | 0.18% | +5.8% | |
| PWR | Buy | Quanta Services Inc | $339,000 | +8375.0% | 3,855 | +7610.0% | 0.17% | +8400.0% |
| AEE | Ameren Corp | $337,000 | +4.3% | 4,138 | 0.0% | 0.17% | +3.0% | |
| XOM | Sell | Exxon Mobil Corporation | $312,000 | +34.5% | 5,584 | -0.8% | 0.16% | +33.1% |
| VTI | Vanguard Total Stock Market ETFetf | $278,000 | +6.5% | 1,343 | 0.0% | 0.14% | +5.3% | |
| IDV | Sell | iShares International Select Dividendetf | $270,000 | -22.0% | 8,570 | -27.1% | 0.14% | -22.7% |
| XLU | Buy | Utilities SPDR ETFetf | $238,000 | +68.8% | 3,723 | +65.6% | 0.12% | +66.7% |
| PPL | PPL Corp | $233,000 | +2.2% | 8,069 | 0.0% | 0.12% | +0.9% | |
| ADP | Automatic Data Processing | $229,000 | +7.0% | 1,215 | 0.0% | 0.12% | +5.5% | |
| SH | Sell | ProShares Short S&P500etf | $210,000 | -94.0% | 12,552 | -93.6% | 0.11% | -94.0% |
| PRU | Buy | Prudential Financial Inc | $210,000 | +3400.0% | 2,301 | +2927.6% | 0.11% | +3433.3% |
| IVOL | Buy | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $208,000 | +6833.3% | 7,285 | +5728.0% | 0.10% | +5150.0% |
| LMT | Sell | Lockheed Martin Corp | $205,000 | +0.5% | 554 | -3.5% | 0.10% | -1.0% |
| T | Buy | AT&T Inc | $201,000 | +145.1% | 6,628 | +132.7% | 0.10% | +140.5% |
| NEM | Newmont Mining Corp | $194,000 | +0.5% | 3,220 | 0.0% | 0.10% | 0.0% | |
| BMI | Sell | Badger Meter Inc | $194,000 | -16.4% | 2,082 | -15.6% | 0.10% | -16.9% |
| AMZN | Amazon.com Inc | $158,000 | -4.8% | 51 | 0.0% | 0.08% | -6.0% | |
| TROW | T. Rowe Price Group Inc | $148,000 | +13.8% | 860 | 0.0% | 0.07% | +12.1% | |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $146,000 | -3.9% | 1,550 | -14.7% | 0.07% | -5.2% |
| SLV | Sell | Ishares Silver Trustetf | $142,000 | -17.9% | 6,253 | -11.3% | 0.07% | -19.3% |
| HSY | Hershey Co | $141,000 | +3.7% | 894 | 0.0% | 0.07% | +2.9% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $133,000 | +3.9% | 2,410 | 0.0% | 0.07% | +3.1% | |
| V | Sell | Visa Inc | $132,000 | -18.0% | 622 | -15.5% | 0.07% | -19.5% |
| BYND | Beyond Meat Inc | $130,000 | +4.0% | 1,000 | 0.0% | 0.06% | +3.2% | |
| IPAC | Buy | iShares Core MSCI Pacific ETFetf | $125,000 | +380.8% | 1,875 | +368.8% | 0.06% | +384.6% |
| ESGU | iShares ESG MSCI USA ETFetf | $123,000 | +6.0% | 1,350 | 0.0% | 0.06% | +5.1% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $122,000 | +5.2% | 677 | 0.0% | 0.06% | +3.4% | |
| DIS | DISNEY WALT COMPANY | $114,000 | +1.8% | 616 | 0.0% | 0.06% | 0.0% | |
| XAR | Sell | SPDR S&P Aerospace & Defense ETFetf | $112,000 | -85.4% | 890 | -86.7% | 0.06% | -85.6% |
| IVW | iShares S&P 500 Growthetf | $111,000 | +1.8% | 1,708 | 0.0% | 0.06% | +1.8% | |
| PSK | Buy | SPDR Wells Fargo Preferred Stock ETFetf | $108,000 | +103.8% | 2,495 | +107.9% | 0.05% | +100.0% |
| KO | Buy | Coca-Cola Co | $103,000 | -1.0% | 1,963 | +3.4% | 0.05% | -1.9% |
| JNJ | Sell | Johnson and Johnson | $102,000 | +3.0% | 621 | -1.0% | 0.05% | +2.0% |
| HD | HOME DEPOT INC. | $99,000 | +15.1% | 324 | 0.0% | 0.05% | +13.6% | |
| FCX | Freeport-McMoran Copper & Gold | $96,000 | +26.3% | 2,909 | 0.0% | 0.05% | +23.1% | |
| FB | Facebook Inc | $92,000 | +8.2% | 312 | 0.0% | 0.05% | +7.0% | |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $91,000 | +3.4% | 1,200 | 0.0% | 0.05% | +2.2% | |
| XLB | Buy | Materials Select Sector SPDRAetf | $80,000 | +21.2% | 1,018 | +10.9% | 0.04% | +17.6% |
| UNH | UnitedHealth Group Inc | $80,000 | +6.7% | 215 | 0.0% | 0.04% | +5.3% | |
| DVY | Sell | iShares Select Dividendetf | $79,000 | +9.7% | 688 | -8.0% | 0.04% | +8.1% |
| CVX | CHEVRON CORPORATION | $77,000 | +24.2% | 738 | 0.0% | 0.04% | +25.8% | |
| BR | Broadridge Financial Solutions Inc | $75,000 | 0.0% | 491 | 0.0% | 0.04% | 0.0% | |
| VIAC | VIACOMCBS CL B ORD | $69,000 | +21.1% | 1,524 | 0.0% | 0.04% | +20.7% | |
| ROK | Rockwell Automation Inc | $66,000 | +6.5% | 248 | 0.0% | 0.03% | +6.5% | |
| SLF | Buy | Sun Life Financial Inc | $66,000 | +13.8% | 1,298 | +0.2% | 0.03% | +13.8% |
| SHYG | Sell | iShares 0-5 Year High Yield Corp Bd ETFetf | $64,000 | -22.0% | 1,400 | -22.2% | 0.03% | -23.8% |
| SBUX | Starbucks Corp | $62,000 | +1.6% | 568 | 0.0% | 0.03% | 0.0% | |
| COST | Costco Wholesale Corp | $60,000 | -6.2% | 169 | 0.0% | 0.03% | -9.1% | |
| GIS | General Mills Inc | $59,000 | +5.4% | 960 | 0.0% | 0.03% | +7.1% | |
| APD | Air Products & Chemicals Inc | $56,000 | +1.8% | 200 | 0.0% | 0.03% | 0.0% | |
| SPYG | SPDR S&P 500 Growthetf | $56,000 | +1.8% | 991 | 0.0% | 0.03% | 0.0% | |
| RING | Sell | iShares MSCI Global Gold Minersetf | $54,000 | -11.5% | 1,963 | -3.4% | 0.03% | -12.9% |
| PNC | PNC Financial Services Group Inc | $54,000 | +17.4% | 308 | 0.0% | 0.03% | +17.4% | |
| VTV | Vanguard Value ETFetf | $54,000 | +10.2% | 412 | 0.0% | 0.03% | +8.0% | |
| GRMN | Garmin Ltd | $53,000 | +10.4% | 400 | 0.0% | 0.03% | +12.5% | |
| EEM | iShares MSCI Emerging Marketsetf | $53,000 | +1.9% | 1,002 | 0.0% | 0.03% | +3.8% | |
| SCHG | Sell | Schwab US Large-Cap Growth ETFetf | $52,000 | -34.2% | 400 | -35.0% | 0.03% | -35.0% |
| DNP | DNP Select Income Common | $52,000 | -3.7% | 5,294 | 0.0% | 0.03% | -3.7% | |
| BRKB | Berkshire Hathaway Inc | $51,000 | +10.9% | 200 | 0.0% | 0.03% | +13.0% | |
| BP | Sell | BP PLCadr | $51,000 | 0.0% | 2,093 | -16.0% | 0.03% | 0.0% |
| SYK | Stryker Corporation | $49,000 | 0.0% | 200 | 0.0% | 0.02% | 0.0% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $49,000 | 0.0% | 299 | 0.0% | 0.02% | 0.0% | |
| PLD | Prologis Inc | $45,000 | +7.1% | 423 | 0.0% | 0.02% | +9.5% | |
| WMT | Sell | Wal-Mart Stores Inc | $45,000 | -30.8% | 331 | -26.4% | 0.02% | -30.3% |
| AEP | Sell | American Electric Power Co Inc | $43,000 | -15.7% | 511 | -16.4% | 0.02% | -15.4% |
| PFF | iShares US Preferred Stocketf | $43,000 | 0.0% | 1,125 | 0.0% | 0.02% | 0.0% | |
| XEL | Xcel Energy Inc | $44,000 | 0.0% | 658 | 0.0% | 0.02% | 0.0% | |
| IWM | iShares Russell 2000etf | $43,000 | +13.2% | 193 | 0.0% | 0.02% | +15.8% | |
| ABT | ABBOTT LABORATORIES | $44,000 | +10.0% | 365 | 0.0% | 0.02% | +10.0% | |
| ABBV | Abbvie Inc | $41,000 | +2.5% | 375 | 0.0% | 0.02% | +5.0% | |
| AMP | Ameriprise Financial Inc | $39,000 | +21.9% | 167 | 0.0% | 0.02% | +25.0% | |
| IJR | iShares Core S&P Small-Capetf | $39,000 | +18.2% | 359 | 0.0% | 0.02% | +17.6% | |
| ST | New | Sensata Technologies Holding PLC | $39,000 | – | 665 | +100.0% | 0.02% | – |
| LOW | lowes companies incorporated | $39,000 | +18.2% | 205 | 0.0% | 0.02% | +17.6% | |
| IVV | Buy | iShares Core S&P 500etf | $38,000 | +18.8% | 96 | +14.3% | 0.02% | +18.8% |
| CDK | CDK Global Inc | $38,000 | +5.6% | 699 | 0.0% | 0.02% | +5.6% | |
| MRK | MERCK & CO. INC. | $38,000 | -5.0% | 489 | 0.0% | 0.02% | -5.0% | |
| AGG | Sell | iShares Core US Aggregate Bondetf | $35,000 | -74.5% | 307 | -73.5% | 0.02% | -74.3% |
| MOO | Market Vectors Agribusiness ETFetf | $35,000 | +12.9% | 395 | 0.0% | 0.02% | +12.5% | |
| ALGN | Align Technology Inc | $35,000 | 0.0% | 65 | 0.0% | 0.02% | 0.0% | |
| AUY | Yamana Gold Inc | $35,000 | -23.9% | 8,000 | 0.0% | 0.02% | -21.7% | |
| FDX | FedEx Corp | $34,000 | +9.7% | 120 | 0.0% | 0.02% | +6.2% | |
| BAC | Bank of America Corporation | $34,000 | +30.8% | 870 | 0.0% | 0.02% | +30.8% | |
| HLT | Hilton Worldwide Holdings Inc | $31,000 | +10.7% | 255 | 0.0% | 0.02% | +14.3% | |
| ACN | Accenture PLC | $32,000 | +3.2% | 117 | 0.0% | 0.02% | 0.0% | |
| USRT | iShares Core US REIT ETFetf | $32,000 | +6.7% | 610 | 0.0% | 0.02% | +6.7% | |
| TSLA | TESLA MTRS INC | $29,000 | -6.5% | 44 | 0.0% | 0.02% | -6.2% | |
| CMCSA | Comcast Corp | $29,000 | +3.6% | 543 | 0.0% | 0.02% | +7.1% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $27,000 | +8.0% | 500 | 0.0% | 0.01% | +7.7% | |
| EWS | iShares MSCI Singapore ETFetf | $28,000 | +7.7% | 1,200 | 0.0% | 0.01% | +7.7% | |
| MAIN | Main Street Capital Corp | $27,000 | +17.4% | 700 | 0.0% | 0.01% | +16.7% | |
| MCD | Buy | McDonald s Corp | $28,000 | +27.3% | 124 | +19.2% | 0.01% | +27.3% |
| MFMS | MFAM Small-Cap Growth ETFetf | $25,000 | -3.8% | 667 | 0.0% | 0.01% | 0.0% | |
| F | Ford Motor Company | $25,000 | +38.9% | 2,000 | 0.0% | 0.01% | +44.4% | |
| SDY | Sell | SPDR S&P Dividend ETFetf | $25,000 | -13.8% | 216 | -21.7% | 0.01% | -13.3% |
| SNPS | Synopsys Inc | $25,000 | -3.8% | 100 | 0.0% | 0.01% | 0.0% | |
| NOC | Buy | Northrop Grumman Corp | $24,000 | +380.0% | 75 | +400.0% | 0.01% | +300.0% |
| EXC | Exelon Corp | $23,000 | +4.5% | 516 | 0.0% | 0.01% | +9.1% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $23,000 | -4.2% | 400 | 0.0% | 0.01% | 0.0% | |
| UAA | Sell | UNDER ARMOUR INC. | $23,000 | +21.1% | 1,048 | -3.2% | 0.01% | +20.0% |
| FNI | First Trust ISE Chindia Idxetf | $23,000 | +4.5% | 381 | 0.0% | 0.01% | +9.1% | |
| UA | UNDER ARMOUR INC-CLASS C | $23,000 | +21.1% | 1,271 | 0.0% | 0.01% | +20.0% | |
| LEG | Leggett & Platt Inc | $23,000 | +4.5% | 500 | 0.0% | 0.01% | +9.1% | |
| PAYX | Paychex Inc | $23,000 | +9.5% | 230 | 0.0% | 0.01% | +9.1% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $21,000 | +40.0% | 279 | +26.8% | 0.01% | +37.5% |
| ENPH | Enphase Energy Inc | $22,000 | -8.3% | 134 | 0.0% | 0.01% | -8.3% | |
| NMY | Nuveen MD Premium Income Muni Common | $19,000 | +5.6% | 1,310 | 0.0% | 0.01% | +11.1% | |
| CHDN | Churchill Downs Inc | $19,000 | +11.8% | 85 | 0.0% | 0.01% | +11.1% | |
| DG | Dollar General Corp | $20,000 | -4.8% | 100 | 0.0% | 0.01% | -9.1% | |
| OIH | VanEck Vectors Oil Services ETFetf | $19,000 | +26.7% | 100 | 0.0% | 0.01% | +25.0% | |
| CAT | Buy | CATERPILLAR INC. | $18,000 | +80.0% | 76 | +40.7% | 0.01% | +80.0% |
| FXH | First Trust Health Care AlphaDEXetf | $17,000 | 0.0% | 161 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $17,000 | +21.4% | 250 | 0.0% | 0.01% | +28.6% | |
| GOOG | Alphabet Inc C | $17,000 | +21.4% | 8 | 0.0% | 0.01% | +28.6% | |
| GOOGL | Alphabet Inc A | $17,000 | +21.4% | 8 | 0.0% | 0.01% | +28.6% | |
| MA | MasterCard Inc | $18,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| SOHO | Sotherly Hotels Inc | $18,000 | +38.5% | 5,291 | 0.0% | 0.01% | +28.6% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $15,000 | +7.1% | 57 | 0.0% | 0.01% | +14.3% | |
| BDX | Becton Dickinson & Co | $15,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| DELL | Dell Inc | $16,000 | +14.3% | 185 | 0.0% | 0.01% | +14.3% | |
| IYR | iShares US Real Estateetf | $15,000 | +7.1% | 158 | 0.0% | 0.01% | +14.3% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $15,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $16,000 | +6.7% | 11 | 0.0% | 0.01% | 0.0% | |
| IWP | New | Ishares Russell MidCap Growth ETFetf | $15,000 | – | 150 | +100.0% | 0.01% | – |
| ITOT | iShares Core S&P Total US Stock Mktetf | $15,000 | +7.1% | 161 | 0.0% | 0.01% | +14.3% | |
| DUK | Duke Energy Corporation | $13,000 | +8.3% | 133 | 0.0% | 0.01% | +16.7% | |
| SRCL | Stericycle Inc | $14,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| ZNGA | Zynga Inc Class A | $14,000 | +7.7% | 1,333 | 0.0% | 0.01% | 0.0% | |
| MMP | Magellan Midstream Partners L.P. | $13,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| IWN | New | iShares Russell 2000 Valueetf | $14,000 | – | 85 | +100.0% | 0.01% | – |
| AVGO | Buy | Avago Technologies Ltd | $14,000 | +7.7% | 30 | +3.4% | 0.01% | 0.0% |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $14,000 | -12.5% | 300 | 0.0% | 0.01% | -12.5% | |
| ORCL | New | Oracle Corporation | $14,000 | – | 200 | +100.0% | 0.01% | – |
| WM | Waste Management Inc | $13,000 | +8.3% | 102 | 0.0% | 0.01% | +16.7% | |
| AMGN | AMGEN INC. | $13,000 | +8.3% | 52 | 0.0% | 0.01% | +16.7% | |
| RTX | Raytheon Technologies Ord | $14,000 | +7.7% | 187 | 0.0% | 0.01% | 0.0% | |
| XLY | Sell | Consumer Discret Select Sector SPDRAsbi cons discr | $14,000 | -97.6% | 85 | -97.7% | 0.01% | -97.7% |
| DIA | SPDR Dow Jones Industrial Averageetf | $12,000 | +9.1% | 36 | 0.0% | 0.01% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $11,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% | |
| DE | Deere & Co | $11,000 | +37.5% | 29 | 0.0% | 0.01% | +50.0% | |
| PGF | Invesco Financial Preferred ETFetf | $12,000 | 0.0% | 650 | 0.0% | 0.01% | 0.0% | |
| CSCO | Cisco Systems Inc | $11,000 | +22.2% | 208 | 0.0% | 0.01% | +20.0% | |
| BABA | Sell | Alibaba Group Holding Ltd Adrads | $11,000 | -15.4% | 50 | -12.3% | 0.01% | -14.3% |
| SPCE | Virgin Galactic Holdings Inc | $12,000 | +20.0% | 401 | 0.0% | 0.01% | +20.0% | |
| MASI | Sell | Masimo Corp | $11,000 | -45.0% | 50 | -33.3% | 0.01% | -40.0% |
| LUV | Sell | Southwest Airlines Co | $11,000 | -68.6% | 175 | -76.7% | 0.01% | -66.7% |
| PSTG | Pure Storage Inc | $12,000 | -7.7% | 575 | 0.0% | 0.01% | -14.3% | |
| VGK | Vanguard European Stock Index ETFetf | $10,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $10,000 | +11.1% | 194 | 0.0% | 0.01% | 0.0% | |
| HRB | H&R Block Inc | $9,000 | +50.0% | 406 | 0.0% | 0.01% | +66.7% | |
| MO | Altria Group Inc | $10,000 | +25.0% | 200 | 0.0% | 0.01% | +25.0% | |
| BMY | Buy | Bristol-Myers Squibb Company | $9,000 | +800.0% | 140 | +833.3% | 0.01% | +400.0% |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $10,000 | -16.7% | 900 | 0.0% | 0.01% | -16.7% | |
| SCCO | Southern Copper Corp | $10,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| CCL | New | Carnival Corpunit | $10,000 | – | 380 | +100.0% | 0.01% | – |
| DIM | WisdomTree International MidCap Div ETFetf | $9,000 | +12.5% | 132 | 0.0% | 0.01% | +25.0% | |
| COP | ConocoPhillips | $10,000 | +25.0% | 197 | 0.0% | 0.01% | +25.0% | |
| GLD | SPDR Gold Sharesetf | $10,000 | -16.7% | 65 | 0.0% | 0.01% | -16.7% | |
| DPZ | Domino s Pizza Inc | $10,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| NFLX | NETFLIX INC. | $9,000 | 0.0% | 17 | 0.0% | 0.01% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $7,000 | 0.0% | 531 | 0.0% | 0.00% | 0.0% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SWBI | Smith & Wesson Brands Inc | $7,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $8,000 | +14.3% | 115 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $7,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| MS | Morgan Stanley | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| AMD | Advanced Micro Devices Inc | $8,000 | -11.1% | 100 | 0.0% | 0.00% | -20.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $7,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| XLK | Technology Select Sector SPDRAetf | $6,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $6,000 | +20.0% | 72 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW Pharmaceuticals PLCads | $5,000 | +66.7% | 25 | 0.0% | 0.00% | +50.0% | |
| INTC | New | INTEL CORP | $5,000 | – | 75 | +100.0% | 0.00% | – |
| DLS | Sell | WisdomTree International SmallCp Div ETFetf | $5,000 | -58.3% | 70 | -58.8% | 0.00% | -50.0% |
| BSV | New | Vanguard Short Term Bond ETFetf | $5,000 | – | 63 | +100.0% | 0.00% | – |
| LL | Lumber Liquidators Holdings Inc | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| MPC | Marathon Petroleum Corp | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +50.0% | |
| MED | Medifast Inc | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ACAD | New | ACADIA Pharmaceuticals Inc | $5,000 | – | 180 | +100.0% | 0.00% | – |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $5,000 | -28.6% | 40 | 0.0% | 0.00% | -25.0% | |
| PNR | Pentair Plc | $5,000 | +25.0% | 77 | 0.0% | 0.00% | +50.0% | |
| XLF | Financial Select Sector SPDRetf | $6,000 | +20.0% | 180 | 0.0% | 0.00% | 0.0% | |
| IXUS | Buy | iShares Core MSCI Total Intl Stketf | $6,000 | +50.0% | 85 | +41.7% | 0.00% | +50.0% |
| NTNX | Nutanix Inc | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| PFE | New | Pfizer Inc | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AXP | American Express Co | $3,000 | +50.0% | 20 | 0.0% | 0.00% | +100.0% | |
| BAH | Booz Allen Hamilton Holding Corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $3,000 | -25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX Corp | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC COMPANY | $3,000 | 0.0% | 245 | 0.0% | 0.00% | 0.0% | |
| HWM | Sell | Howmet Aerospace Ord | $3,000 | -97.9% | 100 | -98.0% | 0.00% | -97.3% |
| IBM | New | International Business Machines Corp | $4,000 | – | 33 | +100.0% | 0.00% | – |
| RSP | Sell | Guggenheim S&P 500A Equal Weightetf | $4,000 | -95.1% | 30 | -95.3% | 0.00% | -95.2% |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $4,000 | +33.3% | 96 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| IJH | Sell | iShares Core S&P Mid-Capetf | $4,000 | 0.0% | 14 | -17.6% | 0.00% | 0.0% |
| IBB | Ishares Nasdaq Biotechnologyetf | $4,000 | 0.0% | 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 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MAR | Sell | Marriott International Inc | $3,000 | -50.0% | 18 | -58.1% | 0.00% | -33.3% |
| NIO | Buy | NIO INC ADS REPSTG CL A ORD SHSspon ads | $4,000 | 0.0% | 100 | +33.3% | 0.00% | 0.0% |
| 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% | |
| XOP | New | SPDR S&P Oil & Gas Exploration & Production ETFetf | $4,000 | – | 50 | +100.0% | 0.00% | – |
| STWD | Starwood Property Trust Inc. | $4,000 | +33.3% | 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% | |
| VUG | Sell | Vanguard Growth ETFetf | $3,000 | -50.0% | 11 | -52.2% | 0.00% | -33.3% |
| JWN | Nordstrom Inc | $2,000 | +100.0% | 45 | 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 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM COMPANY | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $2,000 | +100.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR Portfolio Developed Wld ex-US ETFetf | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| RDSB | Royal Dutch Shell PLCspons adr b | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| AMC | New | AMC Entertainment Holdings Inc | $1,000 | – | 100 | +100.0% | 0.00% | – |
| NTR | Nutrien Ltd | $1,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| NEE | NextEra Energy Inc | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $2,000 | 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% | |
| 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% | |
| GNOG | New | CLENE ORD | $1,000 | – | 100 | +100.0% | 0.00% | – |
| WBA | New | Walgreen Boots Alliance Inc Com | $1,000 | – | 25 | +100.0% | 0.00% | – |
| FENY | Fidelity MSCI Energy ETFetf | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| MJ | Sell | ETFMG Alternative Harvest ETFetf | $2,000 | +100.0% | 83 | -19.4% | 0.00% | 0.0% |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| SCOR | comScore Inc | $1,000 | – | 200 | 0.0% | 0.00% | – | |
| CCIV | New | Churchill Capital Corp IV Ordinary Class A | $2,000 | – | 80 | +100.0% | 0.00% | – |
| CME | CME Group Inc/IL | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| BHC | Bausch Health Companies Inc | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ARNC | Sell | Arconic Inc | $1,000 | -98.7% | 25 | -99.0% | 0.00% | -97.4% |
| JCI | Johnson Controls Inc | $1,000 | – | 9 | 0.0% | 0.00% | – | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AOUT | New | AMERICAN OUTDOOR BRANDS ORD WI | $2,000 | – | 99 | +100.0% | 0.00% | – |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| BLCN | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| SRE | Sempra Energy | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| DS | Drive Shack Inc | $0 | – | 100 | 0.0% | 0.00% | – | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| SLB | Schlumberger NV | $0 | – | 15 | 0.0% | 0.00% | – | |
| BMYRT | Exit | BRISTOL MYERS SQUIBB CONTINGENT RTSright | $0 | – | -15 | -100.0% | 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 | Invesco Cleantech ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| WAB | Westinghouse Air Brake Technologies Corp | $0 | – | 1 | 0.0% | 0.00% | – | |
| FTRCQ | Frontier Communications Corp Class B | $0 | – | 17 | 0.0% | 0.00% | – | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $0 | -100.0% | 4 | 0.0% | 0.00% | -100.0% | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| NUS | Nu Skin Enterprises Inc Class A | $0 | – | 6 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| SXC | Exit | SunCoke Energy Inc | $0 | – | -119 | -100.0% | -0.00% | – |
| AQMS | Exit | Aqua Metals Inc | $0 | – | -755 | -100.0% | -0.00% | – |
| ET | Exit | Energy Transfer Equity LP | $0 | – | -227 | -100.0% | -0.00% | – |
| APT | Exit | Alpha Pro Tech Ltd | $0 | – | -100 | -100.0% | -0.00% | – |
| DLR | Exit | Digital Realty Trust Inc | $0 | – | -20 | -100.0% | -0.00% | – |
| AMLP | Exit | ALPS Alerian MLP ETFetf | $0 | – | -138 | -100.0% | -0.00% | – |
| SQM | Exit | Sociedad Quimica Y Minera De Chile SAspon adr ser b | $0 | – | -250 | -100.0% | -0.01% | – |
| IEUR | Exit | iShares Core MSCI Europe ETFetf | $0 | – | -250 | -100.0% | -0.01% | – |
| O | Exit | Realty Income Corp | $0 | – | -400 | -100.0% | -0.01% | – |
| XLG | Exit | Guggenheim S&P 500 Top 50 ETFetf | $0 | – | -100 | -100.0% | -0.02% | – |
| PYPL | Exit | PayPal Holdings Inc | $0 | – | -255 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-06
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.