$292 Thousand is the total value of Lowe Wealth Advisors, LLC's 208834 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 12.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $62,855,000 | +7.7% | 146,837 | -0.3% | 30.10% | +2.6% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $25,347,000 | +10.4% | 71,515 | -0.6% | 12.14% | +5.1% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $21,624,000 | +4.0% | 293,762 | -2.3% | 10.36% | -1.0% |
| IAU | New | iShares Gold Trustetf | $14,498,000 | – | 430,086 | +100.0% | 6.94% | – |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $12,471,000 | +3.0% | 150,784 | +2.7% | 5.97% | -1.9% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $9,940,000 | -0.7% | 97,484 | -0.8% | 4.76% | -5.5% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $9,505,000 | +3.2% | 187,332 | +3.3% | 4.55% | -1.7% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $8,128,000 | +2.4% | 108,571 | -1.5% | 3.89% | -2.6% |
| IYY | Buy | iShares DJ US Total Market Indexetf | $4,903,000 | +8.6% | 45,408 | +0.5% | 2.35% | +3.4% |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $4,313,000 | -11.9% | 75,874 | -14.1% | 2.06% | -16.1% |
| XLE | Buy | Energy Select Sector SPDRAetf | $3,222,000 | +39.9% | 59,813 | +27.4% | 1.54% | +33.2% |
| XLI | Buy | Industrial Select Sector SPDRAsbi int-inds | $2,888,000 | +4.7% | 28,201 | +0.6% | 1.38% | -0.4% |
| IEMG | Sell | iShares Core MSCI Emerging Marketsetf | $2,254,000 | +0.7% | 33,643 | -3.3% | 1.08% | -4.2% |
| MDY | Sell | SPDR S&P MidCap 400etf | $2,055,000 | +2.3% | 4,184 | -0.8% | 0.98% | -2.6% |
| ANGL | Sell | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $1,457,000 | -8.9% | 44,280 | -11.6% | 0.70% | -13.3% |
| VZ | Buy | Verizon Communications Inc | $1,435,000 | +16.7% | 25,611 | +21.0% | 0.69% | +11.0% |
| IWV | Sell | iShares Russell 3000etf | $1,345,000 | +5.8% | 5,256 | -1.9% | 0.64% | +0.8% |
| MKC | Buy | McCormick & Company Inc | $1,256,000 | -0.9% | 14,217 | +0.0% | 0.60% | -5.7% |
| SMH | Sell | VanEck Vectors Semiconductor ETFetf | $1,184,000 | +4.9% | 4,515 | -2.6% | 0.57% | -0.2% |
| VNQ | Buy | Vanguard REIT ETFetf | $1,066,000 | +104.2% | 10,470 | +84.3% | 0.51% | +93.9% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $1,001,000 | +4.7% | 29,555 | -2.6% | 0.48% | -0.4% |
| IVOL | Buy | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $819,000 | +293.8% | 29,660 | +307.1% | 0.39% | +273.3% |
| MSFT | Microsoft Corp | $764,000 | +14.9% | 2,820 | 0.0% | 0.37% | +9.6% | |
| AAPL | Sell | APPLE INC. | $758,000 | +1.2% | 5,538 | -9.7% | 0.36% | -3.7% |
| XLU | Buy | Utilities SPDR ETFetf | $561,000 | +135.7% | 8,868 | +138.2% | 0.27% | +124.2% |
| GNR | New | SPDR S&P Global Natural Resources ETFetf | $526,000 | – | 9,920 | +100.0% | 0.25% | – |
| GDX | Sell | Market Vectors Gold Miners ETFetf | $437,000 | -87.2% | 12,870 | -87.7% | 0.21% | -87.8% |
| PRU | Buy | Prudential Financial Inc | $434,000 | +106.7% | 4,236 | +84.1% | 0.21% | +96.2% |
| DSI | Buy | iShares MSCI KLD 400 Social ETFetf | $428,000 | +17.6% | 5,166 | +8.4% | 0.20% | +12.0% |
| MKCV | McCormick & Company Inc | $380,000 | -1.3% | 4,322 | 0.0% | 0.18% | -6.2% | |
| XOM | Exxon Mobil Corporation | $352,000 | +12.8% | 5,584 | 0.0% | 0.17% | +7.6% | |
| PWR | Buy | Quanta Services Inc | $352,000 | +3.8% | 3,890 | +0.9% | 0.17% | -0.6% |
| XAR | Buy | SPDR S&P Aerospace & Defense ETFetf | $351,000 | +213.4% | 2,650 | +197.8% | 0.17% | +200.0% |
| AEE | Ameren Corp | $331,000 | -1.8% | 4,138 | 0.0% | 0.16% | -6.5% | |
| HDV | Sell | iShares High Dividendetf | $320,000 | -15.8% | 3,317 | -17.1% | 0.15% | -19.9% |
| VTI | Vanguard Total Stock Market ETFetf | $299,000 | +7.6% | 1,343 | 0.0% | 0.14% | +2.1% | |
| T | Buy | AT&T Inc | $259,000 | +28.9% | 9,002 | +35.8% | 0.12% | +22.8% |
| ADP | Automatic Data Processing | $241,000 | +5.2% | 1,215 | 0.0% | 0.12% | 0.0% | |
| PPL | Sell | PPL Corp | $220,000 | -5.6% | 7,869 | -2.5% | 0.10% | -10.3% |
| LMT | Lockheed Martin Corp | $210,000 | +2.4% | 554 | 0.0% | 0.10% | -1.9% | |
| BMI | Badger Meter Inc | $204,000 | +5.2% | 2,082 | 0.0% | 0.10% | 0.0% | |
| NEM | Newmont Mining Corp | $204,000 | +5.2% | 3,220 | 0.0% | 0.10% | 0.0% | |
| MRK | Buy | MERCK & CO. INC. | $196,000 | +415.8% | 2,514 | +414.1% | 0.09% | +394.7% |
| IPAC | Buy | iShares Core MSCI Pacific ETFetf | $194,000 | +55.2% | 2,925 | +56.0% | 0.09% | +47.6% |
| AMZN | Amazon.com Inc | $175,000 | +10.8% | 51 | 0.0% | 0.08% | +6.3% | |
| TROW | T. Rowe Price Group Inc | $170,000 | +14.9% | 860 | 0.0% | 0.08% | +9.5% | |
| PSK | Buy | SPDR Wells Fargo Preferred Stock ETFetf | $166,000 | +53.7% | 3,745 | +50.1% | 0.08% | +46.3% |
| ESGU | Buy | iShares ESG MSCI USA ETFetf | $160,000 | +30.1% | 1,625 | +20.4% | 0.08% | +24.2% |
| HSY | Buy | Hershey Co | $156,000 | +10.6% | 895 | +0.1% | 0.08% | +5.6% |
| IDV | Sell | iShares International Select Dividendetf | $156,000 | -42.2% | 4,820 | -43.8% | 0.08% | -44.9% |
| MPC | Buy | Marathon Petroleum Corp | $157,000 | +3040.0% | 2,600 | +2500.0% | 0.08% | +2400.0% |
| BYND | Beyond Meat Inc | $157,000 | +20.8% | 1,000 | 0.0% | 0.08% | +15.4% | |
| DTN | WisdomTree Dividend ex-Financialsetf | $151,000 | +3.4% | 1,550 | 0.0% | 0.07% | -1.4% | |
| SLV | Ishares Silver Trustetf | $151,000 | +6.3% | 6,253 | 0.0% | 0.07% | +1.4% | |
| V | Visa Inc | $145,000 | +9.8% | 622 | 0.0% | 0.07% | +4.5% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $139,000 | +4.5% | 2,410 | 0.0% | 0.07% | 0.0% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $133,000 | +9.0% | 677 | 0.0% | 0.06% | +4.9% | |
| IVW | iShares S&P 500 Growthetf | $124,000 | +11.7% | 1,708 | 0.0% | 0.06% | +5.4% | |
| XLB | Buy | Materials Select Sector SPDRAetf | $113,000 | +41.2% | 1,368 | +34.4% | 0.05% | +35.0% |
| FB | Facebook Inc | $108,000 | +17.4% | 312 | 0.0% | 0.05% | +13.0% | |
| DIS | DISNEY WALT COMPANY | $108,000 | -5.3% | 616 | 0.0% | 0.05% | -8.8% | |
| FCX | Freeport-McMoran Copper & Gold | $108,000 | +12.5% | 2,909 | 0.0% | 0.05% | +8.3% | |
| KO | Coca-Cola Co | $106,000 | +2.9% | 1,963 | 0.0% | 0.05% | -1.9% | |
| SH | Sell | ProShares Short S&P500etf | $105,000 | -50.0% | 6,847 | -45.5% | 0.05% | -52.8% |
| JNJ | Johnson and Johnson | $102,000 | 0.0% | 621 | 0.0% | 0.05% | -3.9% | |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $95,000 | +4.4% | 1,200 | 0.0% | 0.04% | -2.2% | |
| HD | Sell | HOME DEPOT INC. | $91,000 | -8.1% | 285 | -12.0% | 0.04% | -12.0% |
| UNH | UnitedHealth Group Inc | $86,000 | +7.5% | 215 | 0.0% | 0.04% | +2.5% | |
| BR | Broadridge Financial Solutions Inc | $79,000 | +5.3% | 491 | 0.0% | 0.04% | 0.0% | |
| FMC | New | FMC Corp | $80,000 | – | 735 | +100.0% | 0.04% | – |
| DVY | iShares Select Dividendetf | $80,000 | +1.3% | 688 | 0.0% | 0.04% | -5.0% | |
| CVX | CHEVRON CORPORATION | $77,000 | 0.0% | 738 | 0.0% | 0.04% | -5.1% | |
| ROK | Rockwell Automation Inc | $71,000 | +7.6% | 248 | 0.0% | 0.03% | +3.0% | |
| ABBV | Buy | Abbvie Inc | $70,000 | +70.7% | 625 | +66.7% | 0.03% | +61.9% |
| VIAC | VIACOMCBS CL B ORD | $69,000 | 0.0% | 1,524 | 0.0% | 0.03% | -5.7% | |
| SLF | Buy | Sun Life Financial Inc | $67,000 | +1.5% | 1,299 | +0.1% | 0.03% | -3.0% |
| COST | Costco Wholesale Corp | $67,000 | +11.7% | 169 | 0.0% | 0.03% | +6.7% | |
| SBUX | Starbucks Corp | $64,000 | +3.2% | 568 | 0.0% | 0.03% | 0.0% | |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $64,000 | 0.0% | 1,400 | 0.0% | 0.03% | -3.1% | |
| SPYG | SPDR S&P 500 Growthetf | $62,000 | +10.7% | 991 | 0.0% | 0.03% | +7.1% | |
| GRMN | Garmin Ltd | $58,000 | +9.4% | 400 | 0.0% | 0.03% | +3.7% | |
| PNC | PNC Financial Services Group Inc | $59,000 | +9.3% | 308 | 0.0% | 0.03% | +3.7% | |
| GIS | General Mills Inc | $58,000 | -1.7% | 960 | 0.0% | 0.03% | -6.7% | |
| APD | Air Products & Chemicals Inc | $58,000 | +3.6% | 200 | 0.0% | 0.03% | 0.0% | |
| SCHG | Schwab US Large-Cap Growth ETFetf | $58,000 | +11.5% | 400 | 0.0% | 0.03% | +7.7% | |
| VTV | Vanguard Value ETFetf | $57,000 | +5.6% | 412 | 0.0% | 0.03% | 0.0% | |
| BRKB | Berkshire Hathaway Inc | $56,000 | +9.8% | 200 | 0.0% | 0.03% | +3.8% | |
| EEM | iShares MSCI Emerging Marketsetf | $55,000 | +3.8% | 1,002 | 0.0% | 0.03% | -3.7% | |
| BP | BP PLCadr | $55,000 | +7.8% | 2,093 | 0.0% | 0.03% | 0.0% | |
| DNP | DNP Select Income Common | $55,000 | +5.8% | 5,294 | 0.0% | 0.03% | 0.0% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $55,000 | +12.2% | 299 | 0.0% | 0.03% | +4.0% | |
| SYK | Stryker Corporation | $52,000 | +6.1% | 200 | 0.0% | 0.02% | 0.0% | |
| RING | Sell | iShares MSCI Global Gold Minersetf | $52,000 | -3.7% | 1,863 | -5.1% | 0.02% | -7.4% |
| XOP | Buy | SPDR S&P Oil & Gas Exploration & Production ETFetf | $50,000 | +1150.0% | 515 | +930.0% | 0.02% | +1100.0% |
| PLD | Prologis Inc | $51,000 | +13.3% | 423 | 0.0% | 0.02% | +4.3% | |
| WMT | Buy | Wal-Mart Stores Inc | $47,000 | +4.4% | 333 | +0.6% | 0.02% | 0.0% |
| AEP | American Electric Power Co Inc | $43,000 | 0.0% | 511 | 0.0% | 0.02% | -4.5% | |
| PFF | iShares US Preferred Stocketf | $44,000 | +2.3% | 1,125 | 0.0% | 0.02% | -4.5% | |
| XEL | Xcel Energy Inc | $43,000 | -2.3% | 658 | 0.0% | 0.02% | -4.5% | |
| IWM | iShares Russell 2000etf | $44,000 | +2.3% | 193 | 0.0% | 0.02% | -4.5% | |
| IVV | iShares Core S&P 500etf | $41,000 | +7.9% | 96 | 0.0% | 0.02% | +5.3% | |
| AMP | Ameriprise Financial Inc | $42,000 | +7.7% | 167 | 0.0% | 0.02% | 0.0% | |
| IJR | iShares Core S&P Small-Capetf | $41,000 | +5.1% | 359 | 0.0% | 0.02% | 0.0% | |
| ABT | ABBOTT LABORATORIES | $42,000 | -4.5% | 365 | 0.0% | 0.02% | -9.1% | |
| ST | Sensata Technologies Holding PLC | $39,000 | 0.0% | 665 | 0.0% | 0.02% | -5.0% | |
| ALGN | Align Technology Inc | $40,000 | +14.3% | 65 | 0.0% | 0.02% | +5.6% | |
| USRT | iShares Core US REIT ETFetf | $36,000 | +12.5% | 610 | 0.0% | 0.02% | +6.2% | |
| BAC | Bank of America Corporation | $36,000 | +5.9% | 870 | 0.0% | 0.02% | 0.0% | |
| CDK | CDK Global Inc | $35,000 | -7.9% | 699 | 0.0% | 0.02% | -10.5% | |
| MOO | Market Vectors Agribusiness ETFetf | $36,000 | +2.9% | 395 | 0.0% | 0.02% | -5.6% | |
| AGG | iShares Core US Aggregate Bondetf | $35,000 | 0.0% | 307 | 0.0% | 0.02% | -5.6% | |
| AUY | Yamana Gold Inc | $34,000 | -2.9% | 8,000 | 0.0% | 0.02% | -11.1% | |
| CMCSA | Comcast Corp | $31,000 | +6.9% | 543 | 0.0% | 0.02% | 0.0% | |
| HLT | Hilton Worldwide Holdings Inc | $31,000 | 0.0% | 255 | 0.0% | 0.02% | -6.2% | |
| TSLA | Buy | TESLA MTRS INC | $31,000 | +6.9% | 45 | +2.3% | 0.02% | 0.0% |
| LOW | Sell | lowes companies incorporated | $30,000 | -23.1% | 155 | -24.4% | 0.01% | -30.0% |
| MCD | McDonald s Corp | $29,000 | +3.6% | 124 | 0.0% | 0.01% | 0.0% | |
| MAIN | Main Street Capital Corp | $29,000 | +7.4% | 700 | 0.0% | 0.01% | 0.0% | |
| F | Ford Motor Company | $30,000 | +20.0% | 2,000 | 0.0% | 0.01% | +7.7% | |
| FDX | Sell | FedEx Corp | $30,000 | -11.8% | 100 | -16.7% | 0.01% | -17.6% |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $29,000 | +7.4% | 500 | 0.0% | 0.01% | 0.0% | |
| EWS | iShares MSCI Singapore ETFetf | $28,000 | 0.0% | 1,200 | 0.0% | 0.01% | -7.1% | |
| NOC | Northrop Grumman Corp | $27,000 | +12.5% | 75 | 0.0% | 0.01% | +8.3% | |
| SNPS | Synopsys Inc | $28,000 | +12.0% | 100 | 0.0% | 0.01% | 0.0% | |
| MFMS | MFAM Small-Cap Growth ETFetf | $27,000 | +8.0% | 667 | 0.0% | 0.01% | 0.0% | |
| ENPH | Enphase Energy Inc | $25,000 | +13.6% | 134 | 0.0% | 0.01% | +9.1% | |
| SDY | SPDR S&P Dividend ETFetf | $26,000 | +4.0% | 216 | 0.0% | 0.01% | -7.7% | |
| PAYX | Paychex Inc | $25,000 | +8.7% | 230 | 0.0% | 0.01% | 0.0% | |
| LEG | Leggett & Platt Inc | $26,000 | +13.0% | 500 | 0.0% | 0.01% | 0.0% | |
| DG | Dollar General Corp | $22,000 | +10.0% | 100 | 0.0% | 0.01% | +10.0% | |
| OIH | VanEck Vectors Oil Services ETFetf | $22,000 | +15.8% | 100 | 0.0% | 0.01% | +10.0% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $23,000 | +9.5% | 281 | +0.7% | 0.01% | 0.0% |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $24,000 | +4.3% | 400 | 0.0% | 0.01% | -8.3% | |
| XLV | New | Health Care Select Sector SPDRsbi healthcare | $24,000 | – | 187 | +100.0% | 0.01% | – |
| FNI | First Trust ISE Chindia Idxetf | $24,000 | +4.3% | 381 | 0.0% | 0.01% | -8.3% | |
| UA | UNDER ARMOUR INC-CLASS C | $24,000 | +4.3% | 1,271 | 0.0% | 0.01% | -8.3% | |
| UAA | UNDER ARMOUR INC. | $22,000 | -4.3% | 1,048 | 0.0% | 0.01% | -8.3% | |
| ACN | Sell | Accenture PLC | $22,000 | -31.2% | 75 | -35.9% | 0.01% | -31.2% |
| GOOG | Alphabet Inc C | $20,000 | +17.6% | 8 | 0.0% | 0.01% | +11.1% | |
| EXC | Sell | Exelon Corp | $20,000 | -13.0% | 452 | -12.4% | 0.01% | -16.7% |
| GOOGL | Alphabet Inc A | $20,000 | +17.6% | 8 | 0.0% | 0.01% | +11.1% | |
| SPCE | Virgin Galactic Holdings Inc | $18,000 | +50.0% | 401 | 0.0% | 0.01% | +50.0% | |
| DELL | Dell Inc | $18,000 | +12.5% | 185 | 0.0% | 0.01% | +12.5% | |
| MA | MasterCard Inc | $18,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| FXH | First Trust Health Care AlphaDEXetf | $19,000 | +11.8% | 161 | 0.0% | 0.01% | 0.0% | |
| ORCL | Oracle Corporation | $16,000 | +14.3% | 200 | 0.0% | 0.01% | +14.3% | |
| CAT | CATERPILLAR INC. | $17,000 | -5.6% | 76 | 0.0% | 0.01% | -11.1% | |
| CMG | Chipotle Mexican Grill Inc | $17,000 | +6.2% | 11 | 0.0% | 0.01% | 0.0% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $17,000 | +13.3% | 57 | 0.0% | 0.01% | 0.0% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $16,000 | +6.7% | 245 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $16,000 | +6.7% | 161 | 0.0% | 0.01% | 0.0% | |
| IWP | Ishares Russell MidCap Growth ETFetf | $17,000 | +13.3% | 150 | 0.0% | 0.01% | 0.0% | |
| SOHO | Sotherly Hotels Inc | $16,000 | -11.1% | 5,291 | 0.0% | 0.01% | -11.1% | |
| IYR | iShares US Real Estateetf | $16,000 | +6.7% | 158 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $17,000 | 0.0% | 250 | 0.0% | 0.01% | -11.1% | |
| JPM | New | JPMorgan Chase & Co | $16,000 | – | 100 | +100.0% | 0.01% | – |
| RTX | Raytheon Technologies Ord | $16,000 | +14.3% | 187 | 0.0% | 0.01% | +14.3% | |
| AVGO | Avago Technologies Ltd | $14,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $14,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| ZNGA | Zynga Inc Class A | $14,000 | 0.0% | 1,333 | 0.0% | 0.01% | 0.0% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $15,000 | +7.1% | 85 | 0.0% | 0.01% | 0.0% | |
| MMP | Magellan Midstream Partners L.P. | $15,000 | +15.4% | 300 | 0.0% | 0.01% | 0.0% | |
| IWN | iShares Russell 2000 Valueetf | $14,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| SWBI | Smith & Wesson Brands Inc | $14,000 | +100.0% | 400 | 0.0% | 0.01% | +75.0% | |
| SRCL | Stericycle Inc | $14,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BDX | Becton Dickinson & Co | $15,000 | 0.0% | 60 | 0.0% | 0.01% | -12.5% | |
| WM | Waste Management Inc | $14,000 | +7.7% | 102 | 0.0% | 0.01% | 0.0% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $14,000 | +40.0% | 900 | 0.0% | 0.01% | +40.0% | |
| DUK | Duke Energy Corporation | $13,000 | 0.0% | 133 | 0.0% | 0.01% | -14.3% | |
| PGF | Invesco Financial Preferred ETFetf | $13,000 | +8.3% | 650 | 0.0% | 0.01% | 0.0% | |
| DPZ | Domino s Pizza Inc | $13,000 | +30.0% | 27 | 0.0% | 0.01% | +20.0% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $12,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| AMGN | AMGEN INC. | $13,000 | 0.0% | 52 | 0.0% | 0.01% | -14.3% | |
| COP | ConocoPhillips | $12,000 | +20.0% | 197 | 0.0% | 0.01% | +20.0% | |
| CSCO | Cisco Systems Inc | $11,000 | 0.0% | 208 | 0.0% | 0.01% | -16.7% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $10,000 | 0.0% | 194 | 0.0% | 0.01% | 0.0% | |
| DE | Deere & Co | $10,000 | -9.1% | 29 | 0.0% | 0.01% | -16.7% | |
| VGK | Vanguard European Stock Index ETFetf | $11,000 | +10.0% | 165 | 0.0% | 0.01% | 0.0% | |
| ISCG | Buy | iShares Morningstar Small-Cap Growth ETFetf | $11,000 | 0.0% | 210 | +500.0% | 0.01% | -16.7% |
| CHDN | Sell | Churchill Downs Inc | $10,000 | -47.4% | 50 | -41.2% | 0.01% | -50.0% |
| CCL | Carnival Corpunit | $10,000 | 0.0% | 380 | 0.0% | 0.01% | 0.0% | |
| BABA | Alibaba Group Holding Ltd Adrads | $11,000 | 0.0% | 50 | 0.0% | 0.01% | -16.7% | |
| HRB | H&R Block Inc | $10,000 | +11.1% | 406 | 0.0% | 0.01% | 0.0% | |
| PSTG | Pure Storage Inc | $11,000 | -8.3% | 575 | 0.0% | 0.01% | -16.7% | |
| MO | Altria Group Inc | $10,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| BMY | Bristol-Myers Squibb Company | $9,000 | 0.0% | 140 | 0.0% | 0.00% | -20.0% | |
| AMD | Advanced Micro Devices Inc | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $8,000 | +14.3% | 310 | 0.0% | 0.00% | 0.0% | |
| MED | Medifast Inc | $8,000 | +33.3% | 30 | 0.0% | 0.00% | +33.3% | |
| MS | Morgan Stanley | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC. | $9,000 | 0.0% | 17 | 0.0% | 0.00% | -20.0% | |
| NKE | Buy | NIKE INC | $9,000 | +28.6% | 61 | +19.6% | 0.00% | 0.0% |
| NTNX | Nutanix Inc | $8,000 | +60.0% | 200 | 0.0% | 0.00% | +33.3% | |
| GLD | Sell | SPDR Gold Sharesetf | $9,000 | -10.0% | 55 | -15.4% | 0.00% | -20.0% |
| LUV | Southwest Airlines Co | $9,000 | -18.2% | 175 | 0.0% | 0.00% | -33.3% | |
| DIM | WisdomTree International MidCap Div ETFetf | $9,000 | 0.0% | 132 | 0.0% | 0.00% | -20.0% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $8,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $6,000 | +20.0% | 40 | 0.0% | 0.00% | 0.0% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $7,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| MASI | Sell | Masimo Corp | $6,000 | -45.5% | 25 | -50.0% | 0.00% | -50.0% |
| IJT | iShares S&P Small-Cap 600 Growthetf | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| XLF | Financial Select Sector SPDRetf | $7,000 | +16.7% | 180 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XLK | Technology Select Sector SPDRAet | $7,000 | +16.7% | 46 | 0.0% | 0.00% | 0.0% | |
| KRBN | New | KraneShares Global Carbon ETFetf | $6,000 | – | 175 | +100.0% | 0.00% | – |
| IJK | iShares S&P MidCap 400 Growthetf | $6,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $7,000 | 0.0% | 531 | 0.0% | 0.00% | -25.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $4,000 | -20.0% | 200 | 0.0% | 0.00% | -33.3% | |
| ACAD | ACADIA Pharmaceuticals Inc | $4,000 | -20.0% | 180 | 0.0% | 0.00% | -33.3% | |
| BAH | Booz Allen Hamilton Holding Corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| AMC | Sell | AMC Entertainment Holdings Inc | $5,000 | +400.0% | 80 | -20.0% | 0.00% | +100.0% |
| JOAN | New | JOANN Inc | $4,000 | – | 265 | +100.0% | 0.00% | – |
| CAH | Cardinal Health Inc | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| ICLN | Sell | iShares Global Clean Energyetf | $5,000 | -99.0% | 220 | -98.9% | 0.00% | -99.2% |
| WOOD | iShares Global Timber & Forestryetf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| IWF | iShares Russell 1000 Growthetf | $4,000 | +33.3% | 13 | 0.0% | 0.00% | 0.0% | |
| BSV | Vanguard Short Term Bond ETFetf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | -33.3% | |
| UPS | United Parcel Service Inc UPS | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| IBB | Ishares Nasdaq Biotechnologyetf | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $4,000 | -20.0% | 75 | 0.0% | 0.00% | -33.3% | |
| PNR | Pentair Plc | $5,000 | 0.0% | 77 | 0.0% | 0.00% | -33.3% | |
| STWD | Starwood Property Trust Inc. | $5,000 | +25.0% | 180 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| IBM | International Business Machines Corp | $5,000 | +25.0% | 33 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $4,000 | +33.3% | 50 | 0.0% | 0.00% | 0.0% | |
| RSP | Guggenheim S&P 500A Equal Weightetf | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% | |
| PEP | PepsiCo Inc | $4,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| PFE | Pfizer Inc | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC ADS REPSTG CL A ORD SHSspon ads | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VUG | Vanguard Growth ETFetf | $3,000 | 0.0% | 11 | 0.0% | 0.00% | -50.0% | |
| JWN | Nordstrom Inc | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| NEE | NextEra Energy Inc | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| MAR | Marriott International Inc | $2,000 | -33.3% | 18 | 0.0% | 0.00% | -50.0% | |
| SPDW | SPDR Portfolio Developed Wld ex-US ETFetf | $2,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $3,000 | +50.0% | 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% | |
| CRM | SALESFORCE COM COMPANY | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | -50.0% | |
| TFC | Truist Finl Corp Com | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| HWM | Howmet Aerospace Ord | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| VLO | Valero Energy Corp | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GE | GENERAL ELECTRIC COMPANY | $3,000 | 0.0% | 245 | 0.0% | 0.00% | -50.0% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $2,000 | +100.0% | 110 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $3,000 | 0.0% | 32 | 0.0% | 0.00% | -50.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| CCIV | Buy | Churchill Capital Corp IV Ordinary Class A | $3,000 | +50.0% | 100 | +25.0% | 0.00% | 0.0% |
| CSX | Buy | CSX Corp | $3,000 | 0.0% | 96 | +200.0% | 0.00% | -50.0% |
| CME | CME Group Inc/IL | $3,000 | +50.0% | 12 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $3,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
| WBA | Buy | Walgreen Boots Alliance Inc Com | $2,000 | +100.0% | 36 | +44.0% | 0.00% | 0.0% |
| ADM | Archer-Daniels Midland Co | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS ORD WI | $3,000 | +50.0% | 99 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $3,000 | 0.0% | 20 | 0.0% | 0.00% | -50.0% | |
| PG | Procter & Gamble Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | -50.0% | |
| SRE | Sempra Energy | $1,000 | 0.0% | 11 | 0.0% | 0.00% | -100.0% | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| SCOR | comScore Inc | $1,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
| RDSB | Royal Dutch Shell PLCspons adr b | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| MJ | Sell | ETFMG Alternative Harvest ETFetf | $1,000 | -50.0% | 57 | -31.3% | 0.00% | -100.0% |
| DS | Drive Shack Inc | $0 | – | 100 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | -100.0% | |
| SLB | Schlumberger NV | $0 | – | 15 | 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% | – | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | -100.0% | |
| FTRCQ | Exit | Frontier Communications Corp Class B | $0 | – | -17 | -100.0% | 0.00% | – |
| BHC | Bausch Health Companies Inc | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| LAC | New | LITHIUM AMERICAS CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| ARNC | Arconic Inc | $1,000 | 0.0% | 25 | 0.0% | 0.00% | -100.0% | |
| NTR | Nutrien Ltd | $1,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| AAL | New | American Airlines Group Inc | $1,000 | – | 45 | +100.0% | 0.00% | – |
| JAZZ | New | Jazz Pharmaceuticals PLC | $1,000 | – | 3 | +100.0% | 0.00% | – |
| JCI | Johnson Controls Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | -100.0% | |
| ERTH | Invesco Cleantech ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | -100.0% | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $1,000 | 0.0% | 68 | 0.0% | 0.00% | -100.0% | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| NUS | Exit | Nu Skin Enterprises Inc Class A | $0 | – | -6 | -100.0% | 0.00% | – |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | -100.0% | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $1,000 | – | 4 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| GNOG | CLENE ORD | $1,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% | |
| BLCN | Exit | Reality Shs Etf Tr Nsd Nxgn Eco Etfetf | $0 | – | -42 | -100.0% | -0.00% | – |
| GWPH | Exit | GW Pharmaceuticals PLCads | $0 | – | -25 | -100.0% | -0.00% | – |
| DLS | Exit | WisdomTree International SmallCp Div ETFetf | $0 | – | -70 | -100.0% | -0.00% | – |
| SCCO | Exit | Southern Copper Corp | $0 | – | -150 | -100.0% | -0.01% | – |
| NMY | Exit | Nuveen MD Premium Income Muni Common | $0 | – | -1,310 | -100.0% | -0.01% | – |
| IAU | Exit | iShares Gold Trustetf | $0 | – | -871,395 | -100.0% | -7.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-01
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.