$227 Million is the total value of Lowe Wealth Advisors, LLC's 315 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 17.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETFetf | $70,679,000 | +11.8% | 148,810 | +1.0% | 31.10% | +3.7% |
| QQQ | Buy | Invesco QQQ Trustunit ser 1 | $28,502,000 | +11.7% | 71,640 | +0.5% | 12.54% | +3.7% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $23,470,000 | +9.6% | 290,115 | -0.4% | 10.33% | +1.7% |
| IAU | Buy | iShares Gold Trustetf | $15,357,000 | +5.7% | 441,161 | +1.5% | 6.76% | -1.9% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $12,758,000 | +0.7% | 156,999 | +2.1% | 5.62% | -6.6% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $9,909,000 | -1.2% | 97,564 | -0.9% | 4.36% | -8.3% |
| JPST | Sell | JPMorgan Ultra-Short Income ETFetf | $9,457,000 | -2.4% | 187,333 | -1.9% | 4.16% | -9.4% |
| IEFA | Buy | iShares Core MSCI EAFEetf | $8,099,000 | +0.9% | 108,506 | +0.4% | 3.56% | -6.3% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $5,021,000 | +8.7% | 42,605 | -0.5% | 2.21% | +0.8% |
| XLE | Buy | Energy Select Sector SPDRAetf | $3,761,000 | +12.2% | 67,767 | +5.3% | 1.66% | +4.1% |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $3,633,000 | -9.7% | 64,798 | -9.3% | 1.60% | -16.2% |
| MDY | Buy | SPDR S&P MidCap 400etf | $2,136,000 | +10.2% | 4,126 | +2.4% | 0.94% | +2.3% |
| INFL | Buy | Horizon Kinetics Inflation Bnfcrs ETFhorizon kinetics | $2,115,000 | +50.7% | 67,755 | +41.0% | 0.93% | +40.0% |
| VNQ | Buy | Vanguard REIT ETFetf | $1,677,000 | +29.5% | 14,459 | +13.6% | 0.74% | +20.2% |
| IEMG | Sell | iShares Core MSCI Emerging Marketsetf | $1,595,000 | -10.2% | 26,643 | -7.4% | 0.70% | -16.6% |
| KRBN | Buy | KraneShares Global Carbon ETFetf | $1,558,000 | +11884.6% | 30,600 | +9315.4% | 0.69% | +11333.3% |
| IVOL | Buy | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $1,544,000 | +2.2% | 57,515 | +6.1% | 0.68% | -5.3% |
| VZ | Buy | Verizon Communications Inc | $1,439,000 | +3.0% | 27,693 | +7.1% | 0.63% | -4.5% |
| IWV | iShares Russell 3000etf | $1,403,000 | +8.8% | 5,056 | 0.0% | 0.62% | +1.0% | |
| MKC | Buy | McCormick & Company Inc | $1,374,000 | +19.3% | 14,220 | +0.0% | 0.60% | +10.8% |
| SMH | Buy | VanEck Vectors Semiconductor ETFetf | $1,349,000 | +20.6% | 4,370 | +0.1% | 0.59% | +11.9% |
| ANGL | Sell | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $1,333,000 | -4.7% | 40,440 | -4.5% | 0.59% | -11.5% |
| JEPI | Buy | JPMorgan Equity Premium Income ETFetf | $1,124,000 | +127.5% | 17,785 | +114.7% | 0.50% | +111.5% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $1,070,000 | -3.2% | 29,335 | -0.7% | 0.47% | -10.1% |
| MSFT | Microsoft Corp | $949,000 | +19.4% | 2,820 | 0.0% | 0.42% | +10.9% | |
| AAPL | Buy | APPLE INC. | $933,000 | +32.9% | 5,257 | +5.9% | 0.41% | +23.4% |
| GNR | Buy | SPDR S&P Global Natural Resources ETFetf | $717,000 | +20.5% | 13,280 | +14.7% | 0.32% | +12.1% |
| XLU | Sell | Utilities SPDR ETFetf | $552,000 | -2.0% | 7,718 | -12.5% | 0.24% | -9.0% |
| BOTZ | Buy | Global X Robotics & Artfcl Intllgnc ETFetf | $511,000 | +8.0% | 14,205 | +9.9% | 0.22% | +0.4% |
| DSI | iShares MSCI KLD 400 Social ETFetf | $497,000 | +11.7% | 5,346 | 0.0% | 0.22% | +3.8% | |
| PRU | Sell | Prudential Financial Inc | $449,000 | -2.6% | 4,151 | -5.4% | 0.20% | -9.6% |
| AEE | Ameren Corp | $368,000 | +9.9% | 4,138 | 0.0% | 0.16% | +1.9% | |
| MKCV | Sell | McCormick & Company Inc | $365,000 | +2.5% | 3,822 | -11.6% | 0.16% | -4.7% |
| XAR | Buy | SPDR S&P Aerospace & Defense ETFetf | $366,000 | +1.7% | 3,140 | +4.1% | 0.16% | -5.8% |
| XOM | Sell | Exxon Mobil Corporation | $333,000 | +2.8% | 5,444 | -1.3% | 0.15% | -4.5% |
| VTI | Vanguard Total Stock Market ETFetf | $324,000 | +8.7% | 1,343 | 0.0% | 0.14% | +1.4% | |
| PSK | SPDR Wells Fargo Preferred Stock ETFetf | $310,000 | -1.3% | 7,223 | 0.0% | 0.14% | -8.7% | |
| HDV | Sell | iShares High Dividendetf | $304,000 | +4.1% | 3,013 | -2.9% | 0.13% | -2.9% |
| ADP | Automatic Data Processing | $300,000 | +23.5% | 1,215 | 0.0% | 0.13% | +14.8% | |
| UTG | Reaves Utility Income | $260,000 | +7.4% | 7,400 | 0.0% | 0.11% | -0.9% | |
| MRK | Buy | MERCK & CO. INC. | $243,000 | +10.0% | 3,169 | +7.8% | 0.11% | +1.9% |
| PPL | PPL Corp | $237,000 | +8.2% | 7,869 | 0.0% | 0.10% | 0.0% | |
| MPC | Buy | Marathon Petroleum Corp | $234,000 | +4.9% | 3,660 | +1.7% | 0.10% | -2.8% |
| ESGU | iShares ESG MSCI USA ETFetf | $229,000 | +9.6% | 2,125 | 0.0% | 0.10% | +2.0% | |
| BMI | Badger Meter Inc | $222,000 | +5.2% | 2,082 | 0.0% | 0.10% | -2.0% | |
| NEM | Newmont Mining Corp | $200,000 | +14.3% | 3,220 | 0.0% | 0.09% | +6.0% | |
| LMT | Lockheed Martin Corp | $197,000 | +3.1% | 554 | 0.0% | 0.09% | -4.4% | |
| HSY | Buy | Hershey Co | $180,000 | +18.4% | 929 | +3.8% | 0.08% | +9.7% |
| AMZN | Amazon.com Inc | $170,000 | +1.2% | 51 | 0.0% | 0.08% | -6.2% | |
| TROW | T. Rowe Price Group Inc | $169,000 | 0.0% | 860 | 0.0% | 0.07% | -7.5% | |
| IWM | Buy | iShares Russell 2000etf | $163,000 | +288.1% | 733 | +279.8% | 0.07% | +260.0% |
| IPAC | Sell | iShares Core MSCI Pacific ETFetf | $152,000 | -8.4% | 2,375 | -4.0% | 0.07% | -15.2% |
| DTN | WisdomTree Dividend ex-Financialsetf | $151,000 | +7.9% | 1,492 | 0.0% | 0.07% | 0.0% | |
| V | Visa Inc | $151,000 | -2.6% | 697 | 0.0% | 0.07% | -10.8% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $144,000 | +10.8% | 656 | 0.0% | 0.06% | +1.6% | |
| F | Buy | Ford Motor Company | $144,000 | +414.3% | 6,945 | +247.2% | 0.06% | +384.6% |
| IVW | iShares S&P 500 Growthetf | $138,000 | +13.1% | 1,648 | 0.0% | 0.06% | +5.2% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $134,000 | 0.0% | 2,410 | 0.0% | 0.06% | -7.8% | |
| UNH | Buy | UnitedHealth Group Inc | $131,000 | +28.4% | 261 | +0.4% | 0.06% | +20.8% |
| SLV | Ishares Silver Trustetf | $130,000 | +4.8% | 6,053 | 0.0% | 0.06% | -3.4% | |
| XLI | Sell | Industrial Select Sector SPDRAsbi int-inds | $127,000 | -95.3% | 1,200 | -95.7% | 0.06% | -95.6% |
| IDV | Sell | iShares International Select Dividendetf | $122,000 | -3.9% | 3,920 | -6.0% | 0.05% | -10.0% |
| FCX | Freeport-McMoran Copper & Gold | $121,000 | +27.4% | 2,909 | 0.0% | 0.05% | +17.8% | |
| HD | HOME DEPOT INC. | $118,000 | +26.9% | 285 | 0.0% | 0.05% | +18.2% | |
| KO | Coca-Cola Co | $116,000 | +12.6% | 1,963 | 0.0% | 0.05% | +4.1% | |
| TSLA | Buy | TESLA MTRS INC | $109,000 | +211.4% | 103 | +128.9% | 0.05% | +182.4% |
| FB | Facebook Inc | $105,000 | -0.9% | 312 | 0.0% | 0.05% | -8.0% | |
| JNJ | Buy | Johnson and Johnson | $104,000 | +6.1% | 607 | +0.2% | 0.05% | 0.0% |
| T | Sell | AT&T Inc | $104,000 | -57.2% | 4,237 | -52.9% | 0.05% | -60.0% |
| XOP | Buy | SPDR S&P Oil & Gas Exploration & Production ETFetf | $99,000 | +67.8% | 1,030 | +70.2% | 0.04% | +57.1% |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $95,000 | +1.1% | 1,200 | 0.0% | 0.04% | -6.7% | |
| COST | Costco Wholesale Corp | $96,000 | +26.3% | 169 | 0.0% | 0.04% | +16.7% | |
| DIS | DISNEY WALT COMPANY | $95,000 | -8.7% | 616 | 0.0% | 0.04% | -14.3% | |
| BR | Broadridge Financial Solutions Inc | $90,000 | +9.8% | 491 | 0.0% | 0.04% | +2.6% | |
| ROK | Rockwell Automation Inc | $87,000 | +19.2% | 248 | 0.0% | 0.04% | +8.6% | |
| CVX | CHEVRON CORPORATION | $87,000 | +16.0% | 738 | 0.0% | 0.04% | +5.6% | |
| DVY | iShares Select Dividendetf | $84,000 | +6.3% | 688 | 0.0% | 0.04% | 0.0% | |
| SH | Sell | ProShares Short S&P500etf | $76,000 | -18.3% | 5,602 | -8.2% | 0.03% | -25.0% |
| SLF | Buy | Sun Life Financial Inc | $73,000 | +9.0% | 1,302 | +0.1% | 0.03% | 0.0% |
| SPYG | SPDR S&P 500 Growthetf | $72,000 | +14.3% | 991 | 0.0% | 0.03% | +6.7% | |
| ABBV | Abbvie Inc | $71,000 | +24.6% | 525 | 0.0% | 0.03% | +14.8% | |
| PLD | Prologis Inc | $71,000 | +34.0% | 423 | 0.0% | 0.03% | +24.0% | |
| GIS | General Mills Inc | $65,000 | +14.0% | 960 | 0.0% | 0.03% | +7.4% | |
| BYND | Beyond Meat Inc | $65,000 | -38.1% | 1,000 | 0.0% | 0.03% | -42.0% | |
| KT | New | KT Corpadr | $67,000 | – | 5,300 | +100.0% | 0.03% | – |
| SBUX | Starbucks Corp | $66,000 | +4.8% | 568 | 0.0% | 0.03% | -3.3% | |
| SCHG | Schwab US Large-Cap Growth ETFetf | $66,000 | +11.9% | 400 | 0.0% | 0.03% | +3.6% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $63,000 | +8.6% | 299 | 0.0% | 0.03% | 0.0% | |
| VTV | Vanguard Value ETFetf | $61,000 | +8.9% | 412 | 0.0% | 0.03% | 0.0% | |
| APD | Air Products & Chemicals Inc | $61,000 | +19.6% | 200 | 0.0% | 0.03% | +12.5% | |
| PNC | PNC Financial Services Group Inc | $62,000 | +3.3% | 308 | 0.0% | 0.03% | -3.6% | |
| DNP | DNP Select Income Common | $58,000 | +3.6% | 5,294 | 0.0% | 0.03% | -3.7% | |
| GRMN | Garmin Ltd | $54,000 | -12.9% | 400 | 0.0% | 0.02% | -17.2% | |
| SYK | Stryker Corporation | $53,000 | 0.0% | 200 | 0.0% | 0.02% | -8.0% | |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $52,000 | -1.9% | 1,150 | 0.0% | 0.02% | -8.0% | |
| CEF | Buy | Sprott Physical Gold and Silver Trusttr unit | $53,000 | +55.9% | 3,000 | +50.0% | 0.02% | +43.8% |
| XLB | Materials Select Sector SPDRAetf | $51,000 | +13.3% | 568 | 0.0% | 0.02% | +4.8% | |
| EEM | iShares MSCI Emerging Marketsetf | $49,000 | -2.0% | 1,002 | 0.0% | 0.02% | -8.3% | |
| AMP | Ameriprise Financial Inc | $50,000 | +13.6% | 167 | 0.0% | 0.02% | +4.8% | |
| BP | Sell | BP PLCadr | $48,000 | -15.8% | 1,818 | -13.1% | 0.02% | -22.2% |
| WMT | Wal-Mart Stores Inc | $48,000 | +2.1% | 334 | 0.0% | 0.02% | -4.5% | |
| GDX | Market Vectors Gold Miners ETFetf | $48,000 | +9.1% | 1,500 | 0.0% | 0.02% | 0.0% | |
| RING | iShares MSCI Global Gold Minersetf | $45,000 | +9.8% | 1,663 | 0.0% | 0.02% | +5.3% | |
| XEL | Xcel Energy Inc | $45,000 | +9.8% | 658 | 0.0% | 0.02% | +5.3% | |
| AEP | American Electric Power Co Inc | $45,000 | +9.8% | 511 | 0.0% | 0.02% | +5.3% | |
| VIAC | VIACOMCBS CL B ORD | $46,000 | -23.3% | 1,524 | 0.0% | 0.02% | -28.6% | |
| IVV | iShares Core S&P 500etf | $46,000 | +12.2% | 96 | 0.0% | 0.02% | +5.3% | |
| ALGN | Align Technology Inc | $43,000 | 0.0% | 65 | 0.0% | 0.02% | -5.0% | |
| PFF | iShares US Preferred Stocketf | $44,000 | 0.0% | 1,125 | 0.0% | 0.02% | -9.5% | |
| HLT | Hilton Worldwide Holdings Inc | $40,000 | +17.6% | 255 | 0.0% | 0.02% | +12.5% | |
| MRNA | New | MODERNA INC | $41,000 | – | 163 | +100.0% | 0.02% | – |
| IJR | iShares Core S&P Small-Capetf | $41,000 | +5.1% | 359 | 0.0% | 0.02% | 0.0% | |
| USRT | iShares Core US REIT ETFetf | $41,000 | +13.9% | 610 | 0.0% | 0.02% | +5.9% | |
| ST | Sensata Technologies Holding PLC | $41,000 | +13.9% | 665 | 0.0% | 0.02% | +5.9% | |
| MOO | Market Vectors Agribusiness ETFetf | $38,000 | +5.6% | 395 | 0.0% | 0.02% | 0.0% | |
| BAC | Bank of America Corporation | $39,000 | +5.4% | 870 | 0.0% | 0.02% | -5.6% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $39,000 | +62.5% | 383 | +35.8% | 0.02% | +54.5% |
| BRKB | Buy | Berkshire Hathaway Inc | $36,000 | +33.3% | 120 | +20.0% | 0.02% | +23.1% |
| SNPS | Synopsys Inc | $37,000 | +23.3% | 100 | 0.0% | 0.02% | +14.3% | |
| MCD | McDonald s Corp | $33,000 | +10.0% | 124 | 0.0% | 0.02% | +7.1% | |
| AMAT | New | Applied Materials Inc | $35,000 | – | 225 | +100.0% | 0.02% | – |
| AUY | Yamana Gold Inc | $34,000 | +6.2% | 8,000 | 0.0% | 0.02% | 0.0% | |
| ACN | Accenture PLC | $31,000 | +29.2% | 75 | 0.0% | 0.01% | +27.3% | |
| PAYX | Paychex Inc | $31,000 | +19.2% | 230 | 0.0% | 0.01% | +16.7% | |
| MAIN | Main Street Capital Corp | $31,000 | +6.9% | 700 | 0.0% | 0.01% | 0.0% | |
| CDK | CDK Global Inc | $29,000 | -3.3% | 699 | 0.0% | 0.01% | -7.1% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $29,000 | -3.3% | 500 | 0.0% | 0.01% | -7.1% | |
| ABT | ABBOTT LABORATORIES | $30,000 | +20.0% | 215 | 0.0% | 0.01% | +8.3% | |
| CMCSA | Comcast Corp | $27,000 | -10.0% | 543 | 0.0% | 0.01% | -14.3% | |
| SDY | SPDR S&P Dividend ETFetf | $28,000 | +12.0% | 216 | 0.0% | 0.01% | 0.0% | |
| LOW | Sell | lowes companies incorporated | $27,000 | -12.9% | 105 | -32.3% | 0.01% | -20.0% |
| EXC | Exelon Corp | $26,000 | +18.2% | 452 | 0.0% | 0.01% | +10.0% | |
| XLV | Health Care Select Sector SPDRsbi healthcare | $26,000 | +8.3% | 187 | 0.0% | 0.01% | 0.0% | |
| EWS | iShares MSCI Singapore ETFetf | $26,000 | -3.7% | 1,200 | 0.0% | 0.01% | -15.4% | |
| MFMS | MFAM Small-Cap Growth ETFetf | $24,000 | -7.7% | 667 | 0.0% | 0.01% | -8.3% | |
| ENPH | Enphase Energy Inc | $25,000 | +25.0% | 134 | 0.0% | 0.01% | +22.2% | |
| JPM | Buy | JPMorgan Chase & Co | $26,000 | +225.0% | 165 | +230.0% | 0.01% | +175.0% |
| DG | Dollar General Corp | $24,000 | +14.3% | 100 | 0.0% | 0.01% | +10.0% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $25,000 | -3.8% | 400 | 0.0% | 0.01% | -8.3% | |
| GOOGL | Alphabet Inc A | $23,000 | +9.5% | 8 | 0.0% | 0.01% | 0.0% | |
| GOOG | Alphabet Inc C | $23,000 | +9.5% | 8 | 0.0% | 0.01% | 0.0% | |
| FLC | Flah&Crum Total Return | $23,000 | -4.2% | 1,000 | 0.0% | 0.01% | -9.1% | |
| UA | UNDER ARMOUR INC-CLASS C | $23,000 | +4.5% | 1,271 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INC. | $22,000 | +4.8% | 1,048 | 0.0% | 0.01% | 0.0% | |
| FXH | First Trust Health Care AlphaDEXetf | $20,000 | +5.3% | 161 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $21,000 | +23.5% | 250 | 0.0% | 0.01% | +12.5% | |
| AVGO | Avago Technologies Ltd | $20,000 | +42.9% | 30 | 0.0% | 0.01% | +28.6% | |
| AGG | iShares Core US Aggregate Bondetf | $20,000 | 0.0% | 172 | 0.0% | 0.01% | 0.0% | |
| LEG | Leggett & Platt Inc | $21,000 | -4.5% | 500 | 0.0% | 0.01% | -10.0% | |
| NAD | Nuveen Quality Muni Income Fund | $20,000 | +5.3% | 1,233 | 0.0% | 0.01% | 0.0% | |
| NVO | New | NOVO NORDISK A/S ADRadr | $21,000 | – | 190 | +100.0% | 0.01% | – |
| RYT | Guggenheim S&P 500 Eq Wt Technology ETFetf | $18,000 | +12.5% | 57 | 0.0% | 0.01% | 0.0% | |
| PSTG | Pure Storage Inc | $19,000 | +35.7% | 575 | 0.0% | 0.01% | +14.3% | |
| CMG | Chipotle Mexican Grill Inc | $19,000 | -5.0% | 11 | 0.0% | 0.01% | -11.1% | |
| IYR | iShares US Real Estateetf | $18,000 | +12.5% | 158 | 0.0% | 0.01% | 0.0% | |
| MA | MasterCard Inc | $18,000 | +5.9% | 50 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC. | $16,000 | +6.7% | 76 | 0.0% | 0.01% | 0.0% | |
| BDX | Becton Dickinson & Co | $15,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| WM | Waste Management Inc | $17,000 | +13.3% | 102 | 0.0% | 0.01% | 0.0% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $17,000 | +13.3% | 85 | 0.0% | 0.01% | 0.0% | |
| ORCL | Oracle Corporation | $17,000 | 0.0% | 200 | 0.0% | 0.01% | -12.5% | |
| UNP | New | Union Pacific Corp | $16,000 | – | 65 | +100.0% | 0.01% | – |
| XLK | Technology Select Sector SPDRAetf | $17,000 | +21.4% | 96 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $17,000 | +6.2% | 161 | 0.0% | 0.01% | -12.5% | |
| DPZ | Domino s Pizza Inc | $15,000 | +15.4% | 27 | 0.0% | 0.01% | +16.7% | |
| RTX | Raytheon Technologies Ord | $16,000 | 0.0% | 187 | 0.0% | 0.01% | -12.5% | |
| QCOM | New | Qualcomm Inc | $15,000 | – | 80 | +100.0% | 0.01% | – |
| IWP | Ishares Russell MidCap Growth ETFetf | $17,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $15,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| COP | ConocoPhillips | $14,000 | +7.7% | 197 | 0.0% | 0.01% | 0.0% | |
| PFE | Buy | Pfizer Inc | $13,000 | +225.0% | 225 | +125.0% | 0.01% | +200.0% |
| IWN | iShares Russell 2000 Valueetf | $14,000 | 0.0% | 85 | 0.0% | 0.01% | -14.3% | |
| DUK | Duke Energy Corporation | $14,000 | +7.7% | 133 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $13,000 | +8.3% | 300 | 0.0% | 0.01% | 0.0% | |
| CSCO | Cisco Systems Inc | $13,000 | +18.2% | 208 | 0.0% | 0.01% | +20.0% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $13,000 | +8.3% | 36 | 0.0% | 0.01% | 0.0% | |
| AMD | Advanced Micro Devices Inc | $14,000 | +40.0% | 100 | 0.0% | 0.01% | +20.0% | |
| FMC | Sell | FMC Corp | $11,000 | -88.4% | 100 | -90.3% | 0.01% | -88.9% |
| AMGN | AMGEN INC. | $12,000 | +9.1% | 52 | 0.0% | 0.01% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $12,000 | 0.0% | 531 | 0.0% | 0.01% | -16.7% | |
| MFL | BlackRock MuniHoldings Inv Qty | $12,000 | 0.0% | 800 | 0.0% | 0.01% | -16.7% | |
| CHDN | Churchill Downs Inc | $12,000 | 0.0% | 50 | 0.0% | 0.01% | -16.7% | |
| PGF | Invesco Financial Preferred ETFetf | $12,000 | 0.0% | 650 | 0.0% | 0.01% | -16.7% | |
| XLF | Financial Select Sector SPDRetf | $11,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% | |
| SRCL | Stericycle Inc | $12,000 | -14.3% | 200 | 0.0% | 0.01% | -28.6% | |
| VGK | Vanguard European Stock Index ETFetf | $11,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% | |
| CCL | Carnival Corpunit | $8,000 | -20.0% | 380 | 0.0% | 0.00% | -20.0% | |
| RSP | Guggenheim S&P 500A Equal Weightetf | $10,000 | +11.1% | 60 | 0.0% | 0.00% | 0.0% | |
| VMW | New | VMWare Inc | $9,000 | – | 81 | +100.0% | 0.00% | – |
| VEA | Vanguard FTSE Developed Markets ETFetf | $10,000 | 0.0% | 194 | 0.0% | 0.00% | -20.0% | |
| GLD | Sell | SPDR Gold Sharesetf | $9,000 | 0.0% | 50 | -9.1% | 0.00% | 0.0% |
| RQI | Cohen & Steers Qty Inc Realty Common | $8,000 | +14.3% | 444 | 0.0% | 0.00% | +33.3% | |
| HRB | H&R Block Inc | $10,000 | 0.0% | 406 | 0.0% | 0.00% | -20.0% | |
| TAN | INVESCO SOLAR ETFetf | $9,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $8,000 | +14.3% | 100 | 0.0% | 0.00% | +33.3% | |
| NFLX | NETFLIX INC. | $10,000 | 0.0% | 17 | 0.0% | 0.00% | -20.0% | |
| MS | Morgan Stanley | $10,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
| IBB | Buy | Ishares Nasdaq Biotechnologyetf | $8,000 | +100.0% | 55 | +120.0% | 0.00% | +100.0% |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $9,000 | +12.5% | 115 | 0.0% | 0.00% | 0.0% | |
| MO | Altria Group Inc | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| VTIP | Vanguard Short-Term Infl-Prot Secs ETFetf | $9,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| DELL | Dell Inc | $10,000 | -47.4% | 185 | 0.0% | 0.00% | -55.6% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $9,000 | 0.0% | 310 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $10,000 | +11.1% | 61 | 0.0% | 0.00% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $10,000 | 0.0% | 210 | 0.0% | 0.00% | -20.0% | |
| DE | Deere & Co | $10,000 | 0.0% | 29 | 0.0% | 0.00% | -20.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $6,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| SIRI | New | Sirius XM Radio Inc | $7,000 | – | 1,100 | +100.0% | 0.00% | – |
| SWBI | Smith & Wesson Brands Inc | $7,000 | -12.5% | 400 | 0.0% | 0.00% | -25.0% | |
| SNAP | New | Snap Inc Cl A | $7,000 | – | 150 | +100.0% | 0.00% | – |
| LUV | Southwest Airlines Co | $7,000 | -22.2% | 175 | 0.0% | 0.00% | -25.0% | |
| MASI | Masimo Corp | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| DAL | New | DELTA AIR LINES COMPANY NEW | $6,000 | – | 150 | +100.0% | 0.00% | – |
| COIN | New | Coinbase Global Inc Ordinary Shares - Class A | $6,000 | – | 25 | +100.0% | 0.00% | – |
| IJT | iShares S&P Small-Cap 600 Growthetf | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PWR | Sell | Quanta Services Inc | $6,000 | -40.0% | 50 | -44.4% | 0.00% | -40.0% |
| NTNX | Nutanix Inc | $6,000 | -25.0% | 200 | 0.0% | 0.00% | -25.0% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $6,000 | -33.3% | 900 | 0.0% | 0.00% | -25.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NVDA | New | NVIDIA Corp | $7,000 | – | 25 | +100.0% | 0.00% | – |
| PNR | Pentair Plc | $6,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| NOC | Northrop Grumman Corp | $6,000 | +20.0% | 15 | 0.0% | 0.00% | +50.0% | |
| MED | Medifast Inc | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| XLC | Communication Services Sel Sect SPDR ETFetf | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc (UPS) | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ICLN | iShares Global Clean Energyetf | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| IBM | International Business Machines Corp | $4,000 | -20.0% | 33 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $4,000 | +33.3% | 70 | 0.0% | 0.00% | +100.0% | |
| PG | Procter & Gamble Co | $4,000 | +33.3% | 25 | 0.0% | 0.00% | +100.0% | |
| ACAD | ACADIA Pharmaceuticals Inc | $4,000 | +33.3% | 180 | 0.0% | 0.00% | +100.0% | |
| CRM | SALESFORCE COM COMPANY | $5,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX Corp | $4,000 | +33.3% | 96 | 0.0% | 0.00% | +100.0% | |
| SPCE | Virgin Galactic Holdings Inc | $5,000 | -50.0% | 401 | 0.0% | 0.00% | -60.0% | |
| BGT | BlackRock Floating Rate Inc Tr Common | $5,000 | +25.0% | 333 | 0.0% | 0.00% | 0.0% | |
| BAH | Booz Allen Hamilton Holding Corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| BSV | Vanguard Short Term Bond ETFetf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| PEP | PepsiCo Inc | $5,000 | +25.0% | 28 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $5,000 | -16.7% | 40 | 0.0% | 0.00% | -33.3% | |
| IWF | iShares Russell 1000 Growthetf | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VUG | Vanguard Growth ETFetf | $4,000 | +33.3% | 11 | 0.0% | 0.00% | +100.0% | |
| DKNG | New | DraftKings Inc Ordinary Shares - Class A | $3,000 | – | 100 | +100.0% | 0.00% | – |
| 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% | |
| MAR | Marriott International Inc | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $3,000 | -25.0% | 200 | 0.0% | 0.00% | -50.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| JOAN | JOANN Inc | $3,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| QS | New | QuantumScape Corp | $2,000 | – | 75 | +100.0% | 0.00% | – |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 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% | |
| HWM | Howmet Aerospace Ord | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GM | New | GENERAL MOTORS CORPORATION | $2,000 | – | 40 | +100.0% | 0.00% | – |
| GENERAL ELECTRIC COMPANY | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | ||
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| AMC | AMC Entertainment Holdings Inc | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| New | Enovix Corp | $2,000 | – | 90 | +100.0% | 0.00% | – | |
| EBS | New | Emergent BioSolutions Inc | $3,000 | – | 80 | +100.0% | 0.00% | – |
| SOFI | New | SoFi Technologies Inc | $2,000 | – | 100 | +100.0% | 0.00% | – |
| RGR | STURM RUGER AND CO INC | $3,000 | -25.0% | 50 | 0.0% | 0.00% | -50.0% | |
| DVN | New | Devon Energy Corp | $2,000 | – | 50 | +100.0% | 0.00% | – |
| TEVA | Buy | Teva Pharmaceutical Industries Ltdadr | $3,000 | +200.0% | 418 | +514.7% | 0.00% | – |
| TFC | Truist Finl Corp Com | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SCOR | comScore Inc | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| BMY | Sell | Bristol-Myers Squibb Company | $2,000 | -75.0% | 25 | -82.1% | 0.00% | -75.0% |
| WBA | Walgreen Boots Alliance Inc Com | $2,000 | 0.0% | 36 | 0.0% | 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 | $2,000 | 0.0% | 99 | 0.0% | 0.00% | 0.0% | |
| WH | Wyndham Hotels & Resorts Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TEL | TE Connectivity Ltd | $2,000 | +100.0% | 10 | 0.0% | 0.00% | – | |
| NIO | NIO INC ADS REPSTG CL A ORD SHSspon ads | $3,000 | -25.0% | 100 | 0.0% | 0.00% | -50.0% | |
| JWN | Nordstrom Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| EVGO | New | EVGO CL A ORD | $1,000 | – | 100 | +100.0% | 0.00% | – |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| CFVI | New | Cf Acquisition Corp Vi Com Cl A | $1,000 | – | 80 | +100.0% | 0.00% | – |
| NOK | Exit | Nokia Oyjadr | $0 | – | -1 | -100.0% | 0.00% | – |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| MJ | Sell | ETFMG Alternative Harvest ETFetf | $0 | -100.0% | 35 | -38.6% | 0.00% | – |
| FNI | Sell | First Trust ISE Chindia Idxetf | $0 | -100.0% | 10 | -97.4% | 0.00% | -100.0% |
| BHC | Bausch Health Companies Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| VTRS | New | Viatris Inc | $0 | – | 15 | +100.0% | 0.00% | – |
| FNDB | Schwab Fundamental US Broad Market 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% | – | |
| ERTH | Invesco Cleantech ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| WAB | Westinghouse Air Brake Technologies Corp | $0 | – | 1 | 0.0% | 0.00% | – | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| ARNC | Arconic Inc | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| RDSB | Royal Dutch Shell PLCspons adr b | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| DS | Exit | Drive Shack Inc | $0 | – | -100 | -100.0% | 0.00% | – |
| SLB | Exit | Schlumberger NV | $0 | – | -15 | -100.0% | 0.00% | – |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| NMI | Nuveen Municipal Income Common | $0 | – | 7 | 0.0% | 0.00% | – | |
| AAL | American Airlines Group Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| JAZZ | Jazz Pharmaceuticals PLC | $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% | – | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| OGN | New | Organon &Co Common Stock | $0 | – | 4 | +100.0% | 0.00% | – |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $0 | – | 4 | 0.0% | 0.00% | – | |
| NTR | Nutrien Ltd | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| MMM | New | 3M COMPANY | $1,000 | – | 5 | +100.0% | 0.00% | – |
| GNOG | Exit | CLENE ORD | $0 | – | -100 | -100.0% | -0.00% | – |
| CREE | Exit | Cree Inc | $0 | – | -32 | -100.0% | -0.00% | – |
| GPM | Exit | Guggenheim Enhanced Equity Incetf | $0 | – | -500 | -100.0% | -0.00% | – |
| BABA | Exit | Alibaba Group Holding Ltd Adrads | $0 | – | -50 | -100.0% | -0.00% | – |
| OIH | Exit | VanEck Vectors Oil Services ETFetf | $0 | – | -100 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.