$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KT | New | KT Corpadr | $67,000 | – | 5,300 | +100.0% | 0.03% | – |
| MRNA | New | MODERNA INC | $41,000 | – | 163 | +100.0% | 0.02% | – |
| AMAT | New | Applied Materials Inc | $35,000 | – | 225 | +100.0% | 0.02% | – |
| NVO | New | NOVO NORDISK A/S ADRadr | $21,000 | – | 190 | +100.0% | 0.01% | – |
| UNP | New | Union Pacific Corp | $16,000 | – | 65 | +100.0% | 0.01% | – |
| QCOM | New | Qualcomm Inc | $15,000 | – | 80 | +100.0% | 0.01% | – |
| VMW | New | VMWare Inc | $9,000 | – | 81 | +100.0% | 0.00% | – |
| SIRI | New | Sirius XM Radio Inc | $7,000 | – | 1,100 | +100.0% | 0.00% | – |
| SNAP | New | Snap Inc Cl A | $7,000 | – | 150 | +100.0% | 0.00% | – |
| 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% | – |
| NVDA | New | NVIDIA Corp | $7,000 | – | 25 | +100.0% | 0.00% | – |
| DKNG | New | DraftKings Inc Ordinary Shares - Class A | $3,000 | – | 100 | +100.0% | 0.00% | – |
| QS | New | QuantumScape Corp | $2,000 | – | 75 | +100.0% | 0.00% | – |
| GM | New | GENERAL MOTORS CORPORATION | $2,000 | – | 40 | +100.0% | 0.00% | – |
| 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% | – |
| DVN | New | Devon Energy Corp | $2,000 | – | 50 | +100.0% | 0.00% | – |
| EVGO | New | EVGO CL A ORD | $1,000 | – | 100 | +100.0% | 0.00% | – |
| CFVI | New | Cf Acquisition Corp Vi Com Cl A | $1,000 | – | 80 | +100.0% | 0.00% | – |
| VTRS | New | Viatris Inc | $0 | – | 15 | +100.0% | 0.00% | – |
| OGN | New | Organon &Co Common Stock | $0 | – | 4 | +100.0% | 0.00% | – |
| MMM | New | 3M COMPANY | $1,000 | – | 5 | +100.0% | 0.00% | – |
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.