$211 Million is the total value of Lowe Wealth Advisors, LLC's 299 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 15.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $63,236,000 | +0.6% | 147,355 | +0.4% | 29.99% | -0.4% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $25,512,000 | +0.7% | 71,271 | -0.3% | 12.10% | -0.3% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $21,410,000 | -1.0% | 291,292 | -0.8% | 10.15% | -1.9% |
| IAU | Buy | iShares Gold Trustetf | $14,525,000 | +0.2% | 434,764 | +1.1% | 6.89% | -0.8% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $12,670,000 | +1.6% | 153,740 | +2.0% | 6.01% | +0.6% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $10,030,000 | +0.9% | 98,405 | +0.9% | 4.76% | -0.1% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $9,687,000 | +1.9% | 190,990 | +2.0% | 4.59% | +0.9% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $8,024,000 | -1.3% | 108,074 | -0.5% | 3.80% | -2.2% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $4,621,000 | -5.8% | 42,834 | -5.7% | 2.19% | -6.6% |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $4,024,000 | -6.7% | 71,441 | -5.8% | 1.91% | -7.6% |
| XLE | Buy | Energy Select Sector SPDRAetf | $3,352,000 | +4.0% | 64,342 | +7.6% | 1.59% | +3.0% |
| XLI | Sell | Industrial Select Sector SPDRAsbi int-inds | $2,706,000 | -6.3% | 27,662 | -1.9% | 1.28% | -7.2% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,938,000 | -5.7% | 4,029 | -3.7% | 0.92% | -6.6% |
| IEMG | Sell | iShares Core MSCI Emerging Marketsetf | $1,776,000 | -21.2% | 28,758 | -14.5% | 0.84% | -22.0% |
| IVOL | Buy | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $1,511,000 | +84.5% | 54,215 | +82.8% | 0.72% | +82.9% |
| INFL | New | Horizon Kinetics Inflation Bnfcrs ETFhorizon kinetics | $1,403,000 | – | 48,050 | +100.0% | 0.66% | – |
| VZ | Buy | Verizon Communications Inc | $1,397,000 | -2.6% | 25,862 | +1.0% | 0.66% | -3.5% |
| ANGL | Sell | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $1,399,000 | -4.0% | 42,330 | -4.4% | 0.66% | -5.0% |
| VNQ | Buy | Vanguard REIT ETFetf | $1,295,000 | +21.5% | 12,728 | +21.6% | 0.61% | +20.4% |
| IWV | Sell | iShares Russell 3000etf | $1,289,000 | -4.2% | 5,056 | -3.8% | 0.61% | -5.1% |
| MKC | Buy | McCormick & Company Inc | $1,152,000 | -8.3% | 14,218 | +0.0% | 0.55% | -9.2% |
| SMH | Sell | VanEck Vectors Semiconductor ETFetf | $1,119,000 | -5.5% | 4,365 | -3.3% | 0.53% | -6.3% |
| EPI | WisdomTree India Earnings ETFetf | $1,105,000 | +10.4% | 29,555 | 0.0% | 0.52% | +9.4% | |
| MSFT | Microsoft Corp | $795,000 | +4.1% | 2,820 | 0.0% | 0.38% | +3.0% | |
| AAPL | Sell | APPLE INC. | $702,000 | -7.4% | 4,962 | -10.4% | 0.33% | -8.3% |
| GNR | Buy | SPDR S&P Global Natural Resources ETFetf | $595,000 | +13.1% | 11,580 | +16.7% | 0.28% | +11.9% |
| XLU | Sell | Utilities SPDR ETFetf | $563,000 | +0.4% | 8,818 | -0.6% | 0.27% | -0.7% |
| JEPI | New | JPMorgan Equity Premium Income ETFetf | $494,000 | – | 8,285 | +100.0% | 0.23% | – |
| BOTZ | New | Global X Robotics & Artfcl Intllgnc ETFetf | $473,000 | – | 12,930 | +100.0% | 0.22% | – |
| PRU | Buy | Prudential Financial Inc | $461,000 | +6.2% | 4,386 | +3.5% | 0.22% | +5.3% |
| DSI | Buy | iShares MSCI KLD 400 Social ETFetf | $445,000 | +4.0% | 5,346 | +3.5% | 0.21% | +2.9% |
| XAR | Buy | SPDR S&P Aerospace & Defense ETFetf | $360,000 | +2.6% | 3,015 | +13.8% | 0.17% | +1.8% |
| MKCV | McCormick & Company Inc | $356,000 | -6.3% | 4,322 | 0.0% | 0.17% | -7.1% | |
| AEE | Ameren Corp | $335,000 | +1.2% | 4,138 | 0.0% | 0.16% | +0.6% | |
| XOM | Sell | Exxon Mobil Corporation | $324,000 | -8.0% | 5,514 | -1.3% | 0.15% | -8.9% |
| PSK | Buy | SPDR Wells Fargo Preferred Stock ETFetf | $314,000 | +89.2% | 7,223 | +92.9% | 0.15% | +88.6% |
| VTI | Vanguard Total Stock Market ETFetf | $298,000 | -0.3% | 1,343 | 0.0% | 0.14% | -1.4% | |
| HDV | Sell | iShares High Dividendetf | $292,000 | -8.8% | 3,103 | -6.5% | 0.14% | -9.8% |
| UTG | New | Reaves Utility Income | $242,000 | – | 7,400 | +100.0% | 0.12% | – |
| ADP | Automatic Data Processing | $243,000 | +0.8% | 1,215 | 0.0% | 0.12% | 0.0% | |
| T | AT&T Inc | $243,000 | -6.2% | 9,002 | 0.0% | 0.12% | -7.3% | |
| MPC | Buy | Marathon Petroleum Corp | $223,000 | +42.0% | 3,600 | +38.5% | 0.11% | +41.3% |
| MRK | Buy | MERCK & CO. INC. | $221,000 | +12.8% | 2,939 | +16.9% | 0.10% | +11.7% |
| PPL | PPL Corp | $219,000 | -0.5% | 7,869 | 0.0% | 0.10% | -1.0% | |
| BMI | Badger Meter Inc | $211,000 | +3.4% | 2,082 | 0.0% | 0.10% | +2.0% | |
| ESGU | Buy | iShares ESG MSCI USA ETFetf | $209,000 | +30.6% | 2,125 | +30.8% | 0.10% | +28.6% |
| LMT | Lockheed Martin Corp | $191,000 | -9.0% | 554 | 0.0% | 0.09% | -9.9% | |
| NEM | Newmont Mining Corp | $175,000 | -14.2% | 3,220 | 0.0% | 0.08% | -15.3% | |
| AMZN | Amazon.com Inc | $168,000 | -4.0% | 51 | 0.0% | 0.08% | -4.8% | |
| TROW | T. Rowe Price Group Inc | $169,000 | -0.6% | 860 | 0.0% | 0.08% | -1.2% | |
| IPAC | Sell | iShares Core MSCI Pacific ETFetf | $166,000 | -14.4% | 2,475 | -15.4% | 0.08% | -15.1% |
| V | Buy | Visa Inc | $155,000 | +6.9% | 697 | +12.1% | 0.07% | +7.2% |
| HSY | Hershey Co | $152,000 | -2.6% | 895 | 0.0% | 0.07% | -4.0% | |
| DTN | Sell | WisdomTree Dividend ex-Financialsetf | $140,000 | -7.3% | 1,492 | -3.7% | 0.07% | -8.3% |
| ACWX | iShares MSCI ACWI ex US ETFetf | $134,000 | -3.6% | 2,410 | 0.0% | 0.06% | -4.5% | |
| OEF | Sell | iShares S&P 100 Index Fund CBOEetf | $130,000 | -2.3% | 656 | -3.1% | 0.06% | -3.1% |
| IDV | Sell | iShares International Select Dividendetf | $127,000 | -18.6% | 4,170 | -13.5% | 0.06% | -20.0% |
| SLV | Sell | Ishares Silver Trustetf | $124,000 | -17.9% | 6,053 | -3.2% | 0.06% | -18.1% |
| IVW | Sell | iShares S&P 500 Growthetf | $122,000 | -1.6% | 1,648 | -3.5% | 0.06% | -1.7% |
| FB | Facebook Inc | $106,000 | -1.9% | 312 | 0.0% | 0.05% | -3.8% | |
| BYND | Beyond Meat Inc | $105,000 | -33.1% | 1,000 | 0.0% | 0.05% | -33.3% | |
| KO | Coca-Cola Co | $103,000 | -2.8% | 1,963 | 0.0% | 0.05% | -3.9% | |
| DIS | DISNEY WALT COMPANY | $104,000 | -3.7% | 616 | 0.0% | 0.05% | -5.8% | |
| UNH | Buy | UnitedHealth Group Inc | $102,000 | +18.6% | 260 | +20.9% | 0.05% | +17.1% |
| JNJ | Sell | Johnson and Johnson | $98,000 | -3.9% | 606 | -2.4% | 0.05% | -6.1% |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $94,000 | -1.1% | 1,200 | 0.0% | 0.04% | 0.0% | |
| FCX | Freeport-McMoran Copper & Gold | $95,000 | -12.0% | 2,909 | 0.0% | 0.04% | -13.5% | |
| FMC | Buy | FMC Corp | $95,000 | +18.8% | 1,035 | +40.8% | 0.04% | +18.4% |
| HD | HOME DEPOT INC. | $93,000 | +2.2% | 285 | 0.0% | 0.04% | 0.0% | |
| SH | Sell | ProShares Short S&P500etf | $93,000 | -11.4% | 6,102 | -10.9% | 0.04% | -12.0% |
| BR | Broadridge Financial Solutions Inc | $82,000 | +3.8% | 491 | 0.0% | 0.04% | +2.6% | |
| DVY | iShares Select Dividendetf | $79,000 | -1.2% | 688 | 0.0% | 0.04% | -2.6% | |
| COST | Costco Wholesale Corp | $76,000 | +13.4% | 169 | 0.0% | 0.04% | +12.5% | |
| CVX | CHEVRON CORPORATION | $75,000 | -2.6% | 738 | 0.0% | 0.04% | -2.7% | |
| ROK | Rockwell Automation Inc | $73,000 | +2.8% | 248 | 0.0% | 0.04% | +2.9% | |
| SLF | Buy | Sun Life Financial Inc | $67,000 | 0.0% | 1,301 | +0.2% | 0.03% | 0.0% |
| SBUX | Starbucks Corp | $63,000 | -1.6% | 568 | 0.0% | 0.03% | -3.2% | |
| SPYG | SPDR S&P 500 Growthetf | $63,000 | +1.6% | 991 | 0.0% | 0.03% | 0.0% | |
| GRMN | Garmin Ltd | $62,000 | +6.9% | 400 | 0.0% | 0.03% | +3.6% | |
| SCHG | Schwab US Large-Cap Growth ETFetf | $59,000 | +1.7% | 400 | 0.0% | 0.03% | 0.0% | |
| XOP | Buy | SPDR S&P Oil & Gas Exploration & Production ETFetf | $59,000 | +18.0% | 605 | +17.5% | 0.03% | +16.7% |
| PNC | PNC Financial Services Group Inc | $60,000 | +1.7% | 308 | 0.0% | 0.03% | 0.0% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $58,000 | +5.5% | 299 | 0.0% | 0.03% | +7.7% | |
| VIAC | VIACOMCBS CL B ORD | $60,000 | -13.0% | 1,524 | 0.0% | 0.03% | -15.2% | |
| ABBV | Sell | Abbvie Inc | $57,000 | -18.6% | 525 | -16.0% | 0.03% | -20.6% |
| DNP | DNP Select Income Common | $56,000 | +1.8% | 5,294 | 0.0% | 0.03% | +3.8% | |
| VTV | Vanguard Value ETFetf | $56,000 | -1.8% | 412 | 0.0% | 0.03% | 0.0% | |
| GIS | General Mills Inc | $57,000 | -1.7% | 960 | 0.0% | 0.03% | -3.6% | |
| BP | BP PLCadr | $57,000 | +3.6% | 2,093 | 0.0% | 0.03% | +3.8% | |
| SYK | Stryker Corporation | $53,000 | +1.9% | 200 | 0.0% | 0.02% | 0.0% | |
| PLD | Prologis Inc | $53,000 | +3.9% | 423 | 0.0% | 0.02% | +4.2% | |
| SHYG | Sell | iShares 0-5 Year High Yield Corp Bd ETFetf | $53,000 | -17.2% | 1,150 | -17.9% | 0.02% | -19.4% |
| APD | Air Products & Chemicals Inc | $51,000 | -12.1% | 200 | 0.0% | 0.02% | -14.3% | |
| EEM | iShares MSCI Emerging Marketsetf | $50,000 | -9.1% | 1,002 | 0.0% | 0.02% | -7.7% | |
| WMT | Buy | Wal-Mart Stores Inc | $47,000 | 0.0% | 334 | +0.3% | 0.02% | -4.3% |
| XLB | Sell | Materials Select Sector SPDRAetf | $45,000 | -60.2% | 568 | -58.5% | 0.02% | -61.1% |
| GDX | Sell | Market Vectors Gold Miners ETFetf | $44,000 | -89.9% | 1,500 | -88.3% | 0.02% | -90.0% |
| AMP | Ameriprise Financial Inc | $44,000 | +4.8% | 167 | 0.0% | 0.02% | +5.0% | |
| PFF | iShares US Preferred Stocketf | $44,000 | 0.0% | 1,125 | 0.0% | 0.02% | 0.0% | |
| IWM | iShares Russell 2000etf | $42,000 | -4.5% | 193 | 0.0% | 0.02% | -4.8% | |
| ALGN | Align Technology Inc | $43,000 | +7.5% | 65 | 0.0% | 0.02% | +5.3% | |
| AEP | American Electric Power Co Inc | $41,000 | -4.7% | 511 | 0.0% | 0.02% | -9.5% | |
| RING | Sell | iShares MSCI Global Gold Minersetf | $41,000 | -21.2% | 1,663 | -10.7% | 0.02% | -24.0% |
| XEL | Xcel Energy Inc | $41,000 | -4.7% | 658 | 0.0% | 0.02% | -9.5% | |
| IVV | iShares Core S&P 500etf | $41,000 | 0.0% | 96 | 0.0% | 0.02% | -5.0% | |
| BAC | Bank of America Corporation | $37,000 | +2.8% | 870 | 0.0% | 0.02% | +5.9% | |
| IJR | iShares Core S&P Small-Capetf | $39,000 | -4.9% | 359 | 0.0% | 0.02% | -10.0% | |
| ST | Sensata Technologies Holding PLC | $36,000 | -7.7% | 665 | 0.0% | 0.02% | -10.5% | |
| TSLA | TESLA MTRS INC | $35,000 | +12.9% | 45 | 0.0% | 0.02% | +13.3% | |
| USRT | iShares Core US REIT ETFetf | $36,000 | 0.0% | 610 | 0.0% | 0.02% | 0.0% | |
| MOO | Market Vectors Agribusiness ETFetf | $36,000 | 0.0% | 395 | 0.0% | 0.02% | 0.0% | |
| CEF | New | Sprott Physical Gold and Silver Trusttr unit | $34,000 | – | 2,000 | +100.0% | 0.02% | – |
| HLT | Hilton Worldwide Holdings Inc | $34,000 | +9.7% | 255 | 0.0% | 0.02% | +6.7% | |
| AUY | Yamana Gold Inc | $32,000 | -5.9% | 8,000 | 0.0% | 0.02% | -6.2% | |
| LOW | lowes companies incorporated | $31,000 | +3.3% | 155 | 0.0% | 0.02% | +7.1% | |
| SNPS | Synopsys Inc | $30,000 | +7.1% | 100 | 0.0% | 0.01% | +7.7% | |
| CMCSA | Comcast Corp | $30,000 | -3.2% | 543 | 0.0% | 0.01% | -6.7% | |
| CDK | CDK Global Inc | $30,000 | -14.3% | 699 | 0.0% | 0.01% | -17.6% | |
| MAIN | Main Street Capital Corp | $29,000 | 0.0% | 700 | 0.0% | 0.01% | 0.0% | |
| MCD | McDonald s Corp | $30,000 | +3.4% | 124 | 0.0% | 0.01% | 0.0% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $30,000 | +3.4% | 500 | 0.0% | 0.01% | 0.0% | |
| BRKB | Sell | Berkshire Hathaway Inc | $27,000 | -51.8% | 100 | -50.0% | 0.01% | -51.9% |
| EWS | iShares MSCI Singapore ETFetf | $27,000 | -3.6% | 1,200 | 0.0% | 0.01% | 0.0% | |
| F | Ford Motor Company | $28,000 | -6.7% | 2,000 | 0.0% | 0.01% | -7.1% | |
| MFMS | MFAM Small-Cap Growth ETFetf | $26,000 | -3.7% | 667 | 0.0% | 0.01% | -7.7% | |
| SDY | SPDR S&P Dividend ETFetf | $25,000 | -3.8% | 216 | 0.0% | 0.01% | 0.0% | |
| PAYX | Paychex Inc | $26,000 | +4.0% | 230 | 0.0% | 0.01% | 0.0% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $26,000 | +8.3% | 400 | 0.0% | 0.01% | +9.1% | |
| ABT | Sell | ABBOTT LABORATORIES | $25,000 | -40.5% | 215 | -41.1% | 0.01% | -40.0% |
| CVS | Buy | CVS CAREMARK CORPORATION | $24,000 | +4.3% | 282 | +0.4% | 0.01% | 0.0% |
| FLC | New | Flah&Crum Total Return | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| ACN | Accenture PLC | $24,000 | +9.1% | 75 | 0.0% | 0.01% | 0.0% | |
| XLV | Health Care Select Sector SPDRsbi healthcare | $24,000 | 0.0% | 187 | 0.0% | 0.01% | 0.0% | |
| EXC | Exelon Corp | $22,000 | +10.0% | 452 | 0.0% | 0.01% | 0.0% | |
| DG | Dollar General Corp | $21,000 | -4.5% | 100 | 0.0% | 0.01% | -9.1% | |
| GOOG | Alphabet Inc C | $21,000 | +5.0% | 8 | 0.0% | 0.01% | 0.0% | |
| GOOGL | Alphabet Inc A | $21,000 | +5.0% | 8 | 0.0% | 0.01% | 0.0% | |
| LEG | Leggett & Platt Inc | $22,000 | -15.4% | 500 | 0.0% | 0.01% | -16.7% | |
| UA | UNDER ARMOUR INC-CLASS C | $22,000 | -8.3% | 1,271 | 0.0% | 0.01% | -9.1% | |
| UAA | UNDER ARMOUR INC. | $21,000 | -4.5% | 1,048 | 0.0% | 0.01% | -9.1% | |
| AGG | Sell | iShares Core US Aggregate Bondetf | $20,000 | -42.9% | 172 | -44.0% | 0.01% | -47.1% |
| FXH | First Trust Health Care AlphaDEXetf | $19,000 | 0.0% | 161 | 0.0% | 0.01% | 0.0% | |
| FNI | First Trust ISE Chindia Idxetf | $19,000 | -20.8% | 381 | 0.0% | 0.01% | -18.2% | |
| DELL | Dell Inc | $19,000 | +5.6% | 185 | 0.0% | 0.01% | 0.0% | |
| NAD | New | Nuveen Quality Muni Income Fund | $19,000 | – | 1,233 | +100.0% | 0.01% | – |
| ENPH | Enphase Energy Inc | $20,000 | -20.0% | 134 | 0.0% | 0.01% | -25.0% | |
| CMG | Chipotle Mexican Grill Inc | $20,000 | +17.6% | 11 | 0.0% | 0.01% | +12.5% | |
| OIH | VanEck Vectors Oil Services ETFetf | $20,000 | -9.1% | 100 | 0.0% | 0.01% | -18.2% | |
| IWP | Ishares Russell MidCap Growth ETFetf | $17,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $17,000 | 0.0% | 250 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $16,000 | 0.0% | 161 | 0.0% | 0.01% | 0.0% | |
| RTX | Raytheon Technologies Ord | $16,000 | 0.0% | 187 | 0.0% | 0.01% | 0.0% | |
| IYR | iShares US Real Estateetf | $16,000 | 0.0% | 158 | 0.0% | 0.01% | 0.0% | |
| ORCL | Oracle Corporation | $17,000 | +6.2% | 200 | 0.0% | 0.01% | 0.0% | |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $16,000 | -5.9% | 57 | 0.0% | 0.01% | 0.0% | |
| MA | MasterCard Inc | $17,000 | -5.6% | 50 | 0.0% | 0.01% | -11.1% | |
| PSTG | Pure Storage Inc | $14,000 | +27.3% | 575 | 0.0% | 0.01% | +40.0% | |
| AVGO | Avago Technologies Ltd | $14,000 | 0.0% | 30 | 0.0% | 0.01% | 0.0% | |
| SRCL | Stericycle Inc | $14,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| WM | Waste Management Inc | $15,000 | +7.1% | 102 | 0.0% | 0.01% | 0.0% | |
| IWN | iShares Russell 2000 Valueetf | $14,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $15,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $15,000 | -6.2% | 245 | 0.0% | 0.01% | -12.5% | |
| XLK | Buy | Technology Select Sector SPDRAetf | $14,000 | +100.0% | 96 | +108.7% | 0.01% | +133.3% |
| CAT | CATERPILLAR INC. | $15,000 | -11.8% | 76 | 0.0% | 0.01% | -12.5% | |
| BDX | Becton Dickinson & Co | $15,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| KRBN | Buy | KraneShares Global Carbon ETFetf | $13,000 | +116.7% | 325 | +85.7% | 0.01% | +100.0% |
| DPZ | Domino s Pizza Inc | $13,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $12,000 | -14.3% | 300 | 0.0% | 0.01% | -14.3% | |
| PGF | Invesco Financial Preferred ETFetf | $12,000 | -7.7% | 650 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $12,000 | 0.0% | 36 | 0.0% | 0.01% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $12,000 | +71.4% | 531 | 0.0% | 0.01% | +100.0% | |
| COP | ConocoPhillips | $13,000 | +8.3% | 197 | 0.0% | 0.01% | 0.0% | |
| DUK | Duke Energy Corporation | $13,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% | |
| CHDN | Churchill Downs Inc | $12,000 | +20.0% | 50 | 0.0% | 0.01% | +20.0% | |
| MFL | New | BlackRock MuniHoldings Inv Qty | $12,000 | – | 800 | +100.0% | 0.01% | – |
| SPCE | Virgin Galactic Holdings Inc | $10,000 | -44.4% | 401 | 0.0% | 0.01% | -44.4% | |
| DE | Deere & Co | $10,000 | 0.0% | 29 | 0.0% | 0.01% | 0.0% | |
| CSCO | Cisco Systems Inc | $11,000 | 0.0% | 208 | 0.0% | 0.01% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $10,000 | -9.1% | 210 | 0.0% | 0.01% | 0.0% | |
| CCL | Carnival Corpunit | $10,000 | 0.0% | 380 | 0.0% | 0.01% | 0.0% | |
| AMD | Advanced Micro Devices Inc | $10,000 | +11.1% | 100 | 0.0% | 0.01% | +25.0% | |
| HRB | H&R Block Inc | $10,000 | 0.0% | 406 | 0.0% | 0.01% | 0.0% | |
| AMGN | AMGEN INC. | $11,000 | -15.4% | 52 | 0.0% | 0.01% | -16.7% | |
| MS | Morgan Stanley | $10,000 | +11.1% | 100 | 0.0% | 0.01% | +25.0% | |
| NFLX | NETFLIX INC. | $10,000 | +11.1% | 17 | 0.0% | 0.01% | +25.0% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $10,000 | 0.0% | 194 | 0.0% | 0.01% | 0.0% | |
| XLF | Buy | Financial Select Sector SPDRetf | $11,000 | +57.1% | 280 | +55.6% | 0.01% | +66.7% |
| VGK | Vanguard European Stock Index ETFetf | $11,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| PWR | Sell | Quanta Services Inc | $10,000 | -97.2% | 90 | -97.7% | 0.01% | -97.0% |
| NKE | NIKE INC | $9,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| RSP | Buy | Guggenheim S&P 500A Equal Weightetf | $9,000 | +80.0% | 60 | +100.0% | 0.00% | +100.0% |
| SWBI | Smith & Wesson Brands Inc | $8,000 | -42.9% | 400 | 0.0% | 0.00% | -42.9% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $8,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| MO | Altria Group Inc | $9,000 | -10.0% | 200 | 0.0% | 0.00% | -20.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $9,000 | +12.5% | 310 | 0.0% | 0.00% | 0.0% | |
| TAN | New | INVESCO SOLAR ETFetf | $9,000 | – | 115 | +100.0% | 0.00% | – |
| BMY | Bristol-Myers Squibb Company | $8,000 | -11.1% | 140 | 0.0% | 0.00% | 0.0% | |
| JPM | Sell | JPMorgan Chase & Co | $8,000 | -50.0% | 50 | -50.0% | 0.00% | -50.0% |
| GLD | SPDR Gold Sharesetf | $9,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $9,000 | -35.7% | 900 | 0.0% | 0.00% | -42.9% | |
| LUV | Southwest Airlines Co | $9,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| NTNX | Nutanix Inc | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VTIP | New | Vanguard Short-Term Infl-Prot Secs ETFetf | $9,000 | – | 170 | +100.0% | 0.00% | – |
| RQI | New | Cohen & Steers Qty Inc Realty Common | $7,000 | – | 444 | +100.0% | 0.00% | – |
| MED | Medifast Inc | $6,000 | -25.0% | 30 | 0.0% | 0.00% | -25.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair Plc | $6,000 | +20.0% | 77 | 0.0% | 0.00% | +50.0% | |
| BABA | Alibaba Group Holding Ltd Adrads | $7,000 | -36.4% | 50 | 0.0% | 0.00% | -40.0% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $7,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| MASI | Masimo Corp | $7,000 | +16.7% | 25 | 0.0% | 0.00% | 0.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $6,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| XLC | New | Communication Services Sel Sect SPDR ETFetf | $6,000 | – | 75 | +100.0% | 0.00% | – |
| IXUS | iShares Core MSCI Total Intl Stketf | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| IBB | Ishares Nasdaq Biotechnologyetf | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BGT | New | BlackRock Floating Rate Inc Tr Common | $4,000 | – | 333 | +100.0% | 0.00% | – |
| BAH | Booz Allen Hamilton Holding Corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| GPM | New | Guggenheim Enhanced Equity Incetf | $5,000 | – | 500 | +100.0% | 0.00% | – |
| INTC | INTEL CORP | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| IBM | International Business Machines Corp | $5,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| AMC | Buy | AMC Entertainment Holdings Inc | $4,000 | -20.0% | 100 | +25.0% | 0.00% | 0.0% |
| IWF | iShares Russell 1000 Growthetf | $4,000 | 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% | |
| ICLN | iShares Global Clean Energyetf | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC ADS REPSTG CL A ORD SHSspon ads | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NOC | Sell | Northrop Grumman Corp | $5,000 | -81.5% | 15 | -80.0% | 0.00% | -84.6% |
| 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% | |
| CRM | Buy | SALESFORCE COM COMPANY | $5,000 | +150.0% | 18 | +125.0% | 0.00% | +100.0% |
| STWD | Starwood Property Trust Inc. | $4,000 | -20.0% | 180 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc (UPS) | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BSV | Vanguard Short Term Bond ETFetf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| New | GENERAL ELECTRIC COMPANY | $3,000 | – | 30 | +100.0% | 0.00% | – | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VUG | Vanguard Growth ETFetf | $3,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| MAR | Marriott International Inc | $3,000 | +50.0% | 18 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $2,000 | -33.3% | 500 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| CREE | Cree Inc | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA Pharmaceuticals Inc | $3,000 | -25.0% | 180 | 0.0% | 0.00% | -50.0% | |
| SCOR | Buy | comScore Inc | $2,000 | +100.0% | 500 | +150.0% | 0.00% | – |
| WBA | Walgreen Boots Alliance Inc Com | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $3,000 | -25.0% | 70 | 0.0% | 0.00% | -50.0% | |
| CSX | CSX Corp | $3,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $3,000 | 0.0% | 45 | 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% | |
| JOAN | JOANN Inc | $3,000 | -25.0% | 265 | 0.0% | 0.00% | -50.0% | |
| WH | New | Wyndham Hotels & Resorts Inc | $2,000 | – | 20 | +100.0% | 0.00% | – |
| ADM | Archer-Daniels Midland Co | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS ORD WI | $2,000 | -33.3% | 99 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| NEE | NextEra Energy Inc | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG-ADRadr | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| PG | Procter & Gamble Co | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| HWM | Howmet Aerospace Ord | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TFC | Truist Finl Corp Com | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| GNOG | CLENE ORD | $2,000 | +100.0% | 100 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| NTR | Nutrien Ltd | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| NMI | New | Nuveen Municipal Income Common | $0 | – | 7 | +100.0% | 0.00% | – |
| JWN | Nordstrom Inc | $1,000 | -50.0% | 45 | 0.0% | 0.00% | -100.0% | |
| NOK | Nokia Oyjadr | $0 | – | 1 | 0.0% | 0.00% | – | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $1,000 | 0.0% | 68 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ERTH | Invesco Cleantech ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| LAC | Exit | LITHIUM AMERICAS CORP | $0 | – | -100 | -100.0% | 0.00% | – |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| MJ | ETFMG Alternative Harvest ETFetf | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – | |
| DS | Drive Shack Inc | $0 | – | 100 | 0.0% | 0.00% | – | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| CFMS | Conformis Inc | $0 | – | 140 | 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% | – | |
| BHC | Bausch Health Companies Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ARNC | Arconic Inc | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| AAL | American Airlines Group Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| SRE | Exit | Sempra Energy | $0 | – | -11 | -100.0% | 0.00% | – |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| SLB | Schlumberger NV | $0 | – | 15 | 0.0% | 0.00% | – | |
| JAZZ | Jazz Pharmaceuticals PLC | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
| JCI | Johnson Controls Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| RDSB | Royal Dutch Shell PLCspons adr b | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GE | Exit | GENERAL ELECTRIC COMPANY | $0 | – | -245 | -100.0% | -0.00% | – |
| CME | Exit | CME Group Inc/IL | $0 | – | -12 | -100.0% | -0.00% | – |
| CCIV | Exit | Churchill Capital Corp IV Ordinary Class A | $0 | – | -100 | -100.0% | -0.00% | – |
| DIM | Exit | WisdomTree International MidCap Div ETFetf | $0 | – | -132 | -100.0% | -0.00% | – |
| MMP | Exit | Magellan Midstream Partners L.P. | $0 | – | -300 | -100.0% | -0.01% | – |
| ZNGA | Exit | Zynga Inc Class A | $0 | – | -1,333 | -100.0% | -0.01% | – |
| SOHO | Exit | Sotherly Hotels Inc | $0 | – | -5,291 | -100.0% | -0.01% | – |
| FDX | Exit | FedEx Corp | $0 | – | -100 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-05
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.