$221 Million is the total value of Lowe Wealth Advisors, LLC's 339 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 21.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $67,104,000 | -5.1% | 148,579 | -0.2% | 30.36% | -2.4% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $22,901,000 | -19.7% | 63,167 | -11.8% | 10.36% | -17.4% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $21,495,000 | -8.4% | 277,110 | -4.5% | 9.72% | -5.8% |
| IAU | Buy | iShares Gold Trustetf | $16,520,000 | +7.6% | 448,544 | +1.7% | 7.47% | +10.6% |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETFetf | $12,491,000 | -2.1% | 159,959 | +1.9% | 5.65% | +0.6% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $9,932,000 | +0.2% | 99,162 | +1.6% | 4.49% | +3.0% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $9,536,000 | +0.8% | 189,700 | +1.3% | 4.31% | +3.7% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $7,104,000 | -12.3% | 102,205 | -5.8% | 3.21% | -9.8% |
| XLE | Buy | Energy Select Sector SPDRAetf | $5,497,000 | +46.2% | 71,915 | +6.1% | 2.49% | +50.3% |
| INFL | Buy | Horizon Kinetics Inflation Bnfcrs ETFhorizon kinetics | $5,497,000 | +159.9% | 165,032 | +143.6% | 2.49% | +167.1% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $4,665,000 | -7.1% | 41,894 | -1.7% | 2.11% | -4.5% |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $2,818,000 | -22.4% | 54,376 | -16.1% | 1.28% | -20.3% |
| JEPI | Buy | JPMorgan Equity Premium Income ETFetf | $2,120,000 | +88.6% | 34,520 | +94.1% | 0.96% | +93.7% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,976,000 | -7.5% | 4,029 | -2.4% | 0.89% | -4.9% |
| VNQ | Buy | Vanguard REIT ETFetf | $1,765,000 | +5.2% | 16,291 | +12.7% | 0.80% | +8.3% |
| VZ | Buy | Verizon Communications Inc | $1,516,000 | +5.4% | 29,751 | +7.4% | 0.69% | +8.4% |
| KRBN | Buy | KraneShares Global Carbon ETFetf | $1,477,000 | -5.2% | 31,660 | +3.5% | 0.67% | -2.6% |
| MKC | Buy | McCormick & Company Inc | $1,419,000 | +3.3% | 14,221 | +0.0% | 0.64% | +6.1% |
| IEMG | Sell | iShares Core MSCI Emerging Marketsetf | $1,378,000 | -13.6% | 24,808 | -6.9% | 0.62% | -11.3% |
| IWV | Sell | iShares Russell 3000etf | $1,311,000 | -6.6% | 4,996 | -1.2% | 0.59% | -3.9% |
| IVOL | Sell | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $1,309,000 | -15.2% | 51,112 | -11.1% | 0.59% | -12.8% |
| XOP | Buy | SPDR S&P Oil & Gas Exploration & Production ETFetf | $1,147,000 | +1058.6% | 8,525 | +727.7% | 0.52% | +1079.5% |
| SMH | Sell | VanEck Vectors Semiconductor ETFetf | $1,106,000 | -18.0% | 4,100 | -6.2% | 0.50% | -15.8% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $972,000 | -9.2% | 26,990 | -8.0% | 0.44% | -6.6% |
| GNR | Buy | SPDR S&P Global Natural Resources ETFetf | $954,000 | +33.1% | 15,190 | +14.4% | 0.43% | +36.7% |
| AAPL | Sell | APPLE INC. | $884,000 | -5.3% | 5,060 | -3.7% | 0.40% | -2.7% |
| MSFT | Buy | Microsoft Corp | $870,000 | -8.3% | 2,821 | +0.0% | 0.39% | -5.7% |
| XLU | Buy | Utilities SPDR ETFetf | $582,000 | +5.4% | 7,818 | +1.3% | 0.26% | +8.2% |
| GDX | Buy | Market Vectors Gold Miners ETFetf | $486,000 | +912.5% | 12,660 | +744.0% | 0.22% | +947.6% |
| XOM | Exxon Mobil Corporation | $450,000 | +35.1% | 5,444 | 0.0% | 0.20% | +38.8% | |
| DSI | Sell | iShares MSCI KLD 400 Social ETFetf | $446,000 | -10.3% | 5,146 | -3.7% | 0.20% | -7.8% |
| XAR | Buy | SPDR S&P Aerospace & Defense ETFetf | $436,000 | +19.1% | 3,500 | +11.5% | 0.20% | +22.4% |
| PRU | Sell | Prudential Financial Inc | $417,000 | -7.1% | 3,531 | -14.9% | 0.19% | -4.5% |
| PXH | New | Invesco FTSE RAFI Emerging Markets ETFetf | $404,000 | – | 19,386 | +100.0% | 0.18% | – |
| AEE | Ameren Corp | $388,000 | +5.4% | 4,138 | 0.0% | 0.18% | +8.6% | |
| MKCV | McCormick & Company Inc | $382,000 | +4.7% | 3,822 | 0.0% | 0.17% | +7.5% | |
| BOTZ | Sell | Global X Robotics & Artfcl Intllgnc ETFetf | $367,000 | -28.2% | 12,640 | -11.0% | 0.17% | -26.2% |
| HDV | Sell | iShares High Dividendetf | $318,000 | +4.6% | 2,976 | -1.2% | 0.14% | +7.5% |
| VTI | Vanguard Total Stock Market ETFetf | $306,000 | -5.6% | 1,343 | 0.0% | 0.14% | -3.5% | |
| MPC | Sell | Marathon Petroleum Corp | $299,000 | +27.8% | 3,496 | -4.5% | 0.14% | +31.1% |
| PSK | Buy | SPDR Wells Fargo Preferred Stock ETFetf | $299,000 | -3.5% | 7,673 | +6.2% | 0.14% | -0.7% |
| ADP | Automatic Data Processing | $276,000 | -8.0% | 1,215 | 0.0% | 0.12% | -5.3% | |
| UTG | Buy | Reaves Utility Income | $261,000 | +0.4% | 7,550 | +2.0% | 0.12% | +3.5% |
| NEM | Sell | Newmont Mining Corp | $250,000 | +25.0% | 3,145 | -2.3% | 0.11% | +28.4% |
| LMT | Lockheed Martin Corp | $245,000 | +24.4% | 554 | 0.0% | 0.11% | +27.6% | |
| DXJ | New | WisdomTree Japan Hedged Equityetf | $236,000 | – | 3,680 | +100.0% | 0.11% | – |
| PPL | PPL Corp | $225,000 | -5.1% | 7,869 | 0.0% | 0.10% | -1.9% | |
| ESGU | iShares ESG MSCI USA ETFetf | $215,000 | -6.1% | 2,125 | 0.0% | 0.10% | -4.0% | |
| HSY | Hershey Co | $201,000 | +11.7% | 929 | 0.0% | 0.09% | +15.2% | |
| BMI | Sell | Badger Meter Inc | $183,000 | -17.6% | 1,832 | -12.0% | 0.08% | -15.3% |
| FCX | Buy | Freeport-McMoran Copper & Gold | $157,000 | +29.8% | 3,159 | +8.6% | 0.07% | +34.0% |
| MRK | Sell | MERCK & CO. INC. | $153,000 | -37.0% | 1,867 | -41.1% | 0.07% | -35.5% |
| DTN | WisdomTree US Dividend ex-Financials ETFetf | $148,000 | -2.0% | 1,492 | 0.0% | 0.07% | +1.5% | |
| JNJ | Buy | Johnson and Johnson | $147,000 | +41.3% | 828 | +36.4% | 0.07% | +45.7% |
| IPAC | iShares Core MSCI Pacific ETFetf | $145,000 | -4.6% | 2,375 | 0.0% | 0.07% | -1.5% | |
| AMZN | Sell | Amazon.com Inc | $140,000 | -17.6% | 43 | -15.7% | 0.06% | -16.0% |
| OEF | iShares S&P 100 Index Fund CBOEetf | $137,000 | -4.9% | 656 | 0.0% | 0.06% | -1.6% | |
| SLV | Ishares Silver Trustetf | $138,000 | +6.2% | 6,053 | 0.0% | 0.06% | +8.8% | |
| UNH | UnitedHealth Group Inc | $133,000 | +1.5% | 261 | 0.0% | 0.06% | +3.4% | |
| TROW | T. Rowe Price Group Inc | $130,000 | -23.1% | 860 | 0.0% | 0.06% | -20.3% | |
| ACWX | iShares MSCI ACWI ex US ETFetf | $126,000 | -6.0% | 2,410 | 0.0% | 0.06% | -3.4% | |
| IVW | iShares S&P 500 Growthetf | $126,000 | -8.7% | 1,648 | 0.0% | 0.06% | -6.6% | |
| IDV | Sell | iShares International Select Dividendetf | $123,000 | +0.8% | 3,860 | -1.5% | 0.06% | +3.7% |
| V | Sell | Visa Inc | $120,000 | -20.5% | 542 | -22.2% | 0.05% | -18.2% |
| CVX | CHEVRON CORPORATION | $120,000 | +37.9% | 738 | 0.0% | 0.05% | +42.1% | |
| KO | Sell | Coca-Cola Co | $120,000 | +3.4% | 1,938 | -1.3% | 0.05% | +5.9% |
| SCHX | New | Schwab US Large-Cap ETFetf | $118,000 | – | 2,188 | +100.0% | 0.05% | – |
| TSLA | TESLA MTRS INC | $111,000 | +1.8% | 103 | 0.0% | 0.05% | +4.2% | |
| XLI | Sell | Industrial Select Sector SPDRAsbi int-inds | $103,000 | -18.9% | 1,000 | -16.7% | 0.05% | -16.1% |
| KT | Buy | KT Corpadr | $103,000 | +53.7% | 7,200 | +35.8% | 0.05% | +62.1% |
| XLV | Buy | Health Care Select Sector SPDRsbi healthcare | $98,000 | +276.9% | 715 | +282.4% | 0.04% | +300.0% |
| DVY | iShares Select Dividendetf | $88,000 | +4.8% | 688 | 0.0% | 0.04% | +8.1% | |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $88,000 | -7.4% | 1,200 | 0.0% | 0.04% | -4.8% | |
| F | Sell | Ford Motor Company | $89,000 | -38.2% | 5,245 | -24.5% | 0.04% | -36.5% |
| HD | Buy | HOME DEPOT INC. | $88,000 | -25.4% | 293 | +2.8% | 0.04% | -23.1% |
| PXF | New | Invesco FTSE RAFI Dev Mkts ex-US ETFetf | $87,000 | – | 1,880 | +100.0% | 0.04% | – |
| COST | Sell | Costco Wholesale Corp | $85,000 | -11.5% | 147 | -13.0% | 0.04% | -9.5% |
| ABBV | Abbvie Inc | $85,000 | +19.7% | 525 | 0.0% | 0.04% | +22.6% | |
| DIS | DISNEY WALT COMPANY | $85,000 | -10.5% | 616 | 0.0% | 0.04% | -9.5% | |
| SH | ProShares Short S&P500etf | $79,000 | +3.9% | 5,602 | 0.0% | 0.04% | +9.1% | |
| SNY | New | Sanofiadr | $77,000 | – | 1,500 | +100.0% | 0.04% | – |
| T | Sell | AT&T Inc | $75,000 | -27.9% | 3,170 | -25.2% | 0.03% | -26.1% |
| BR | Broadridge Financial Solutions Inc | $76,000 | -15.6% | 491 | 0.0% | 0.03% | -15.0% | |
| SLF | Buy | Sun Life Financial Inc | $73,000 | 0.0% | 1,304 | +0.2% | 0.03% | +3.1% |
| FB | Facebook Inc | $69,000 | -34.3% | 312 | 0.0% | 0.03% | -32.6% | |
| ROK | Rockwell Automation Inc | $69,000 | -20.7% | 248 | 0.0% | 0.03% | -18.4% | |
| PLD | Prologis Inc | $68,000 | -4.2% | 423 | 0.0% | 0.03% | 0.0% | |
| SPYG | SPDR S&P 500 Growthetf | $66,000 | -8.3% | 991 | 0.0% | 0.03% | -6.2% | |
| DNP | DNP Select Income Common | $63,000 | +8.6% | 5,294 | 0.0% | 0.03% | +11.5% | |
| GIS | General Mills Inc | $65,000 | 0.0% | 960 | 0.0% | 0.03% | 0.0% | |
| VTV | Vanguard Value ETFetf | $61,000 | 0.0% | 412 | 0.0% | 0.03% | +3.7% | |
| CEF | Sprott Physical Gold and Silver Trusttr unit | $58,000 | +9.4% | 3,000 | 0.0% | 0.03% | +13.0% | |
| PNC | PNC Financial Services Group Inc | $57,000 | -8.1% | 308 | 0.0% | 0.03% | -3.7% | |
| VIAC | Paramount Global Class B | $58,000 | +26.1% | 1,524 | 0.0% | 0.03% | +30.0% | |
| SYK | Stryker Corporation | $53,000 | 0.0% | 200 | 0.0% | 0.02% | +4.3% | |
| SBUX | Starbucks Corp | $52,000 | -21.2% | 568 | 0.0% | 0.02% | -17.2% | |
| RING | iShares MSCI Global Gold Minersetf | $52,000 | +15.6% | 1,663 | 0.0% | 0.02% | +20.0% | |
| BP | Sell | BP PLCadr | $53,000 | +10.4% | 1,816 | -0.1% | 0.02% | +14.3% |
| AMGN | Buy | AMGEN INC. | $54,000 | +350.0% | 222 | +326.9% | 0.02% | +380.0% |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $51,000 | -1.9% | 1,150 | 0.0% | 0.02% | 0.0% | |
| AEP | American Electric Power Co Inc | $51,000 | +13.3% | 511 | 0.0% | 0.02% | +15.0% | |
| AMP | Ameriprise Financial Inc | $50,000 | 0.0% | 167 | 0.0% | 0.02% | +4.5% | |
| WMT | Buy | Wal-Mart Stores Inc | $50,000 | +4.2% | 335 | +0.3% | 0.02% | +9.5% |
| APD | Air Products & Chemicals Inc | $50,000 | -18.0% | 200 | 0.0% | 0.02% | -14.8% | |
| BYND | Beyond Meat Inc | $48,000 | -26.2% | 1,000 | 0.0% | 0.02% | -24.1% | |
| GRMN | Garmin Ltd | $47,000 | -13.0% | 400 | 0.0% | 0.02% | -12.5% | |
| XEL | Xcel Energy Inc | $47,000 | +4.4% | 658 | 0.0% | 0.02% | +5.0% | |
| AUY | Yamana Gold Inc | $45,000 | +32.4% | 8,000 | 0.0% | 0.02% | +33.3% | |
| IVV | iShares Core S&P 500etf | $44,000 | -4.3% | 96 | 0.0% | 0.02% | 0.0% | |
| EEM | iShares MSCI Emerging Marketsetf | $45,000 | -8.2% | 1,002 | 0.0% | 0.02% | -9.1% | |
| PFF | iShares US Preferred Stocketf | $41,000 | -6.8% | 1,125 | 0.0% | 0.02% | 0.0% | |
| BRKB | Berkshire Hathaway Inc | $42,000 | +16.7% | 120 | 0.0% | 0.02% | +18.8% | |
| XLB | Sell | Materials Select Sector SPDRAetf | $41,000 | -19.6% | 468 | -17.6% | 0.02% | -13.6% |
| EXC | Buy | Exelon Corp | $41,000 | +57.7% | 870 | +92.5% | 0.02% | +72.7% |
| MOO | Market Vectors Agribusiness ETFetf | $41,000 | +7.9% | 395 | 0.0% | 0.02% | +11.8% | |
| HLT | Hilton Worldwide Holdings Inc | $39,000 | -2.5% | 255 | 0.0% | 0.02% | 0.0% | |
| USRT | iShares Core US REIT ETFetf | $39,000 | -4.9% | 610 | 0.0% | 0.02% | 0.0% | |
| IJR | iShares Core S&P Small-Capetf | $39,000 | -4.9% | 359 | 0.0% | 0.02% | 0.0% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $39,000 | 0.0% | 384 | +0.3% | 0.02% | +5.9% |
| BAC | Bank of America Corporation | $36,000 | -7.7% | 870 | 0.0% | 0.02% | -5.9% | |
| ICE | New | Intercontinental Exchange Inc | $36,000 | – | 275 | +100.0% | 0.02% | – |
| CDK | CDK Global Inc | $34,000 | +17.2% | 699 | 0.0% | 0.02% | +15.4% | |
| RPG | Sell | Guggenheim S&P 500 Pure Growth ETFetf | $34,000 | -46.0% | 183 | -38.8% | 0.02% | -46.4% |
| SNPS | Synopsys Inc | $33,000 | -10.8% | 100 | 0.0% | 0.02% | -6.2% | |
| RPTPRD | Ramco-Gershenson Properties Trustperp pfd-d cv | $30,000 | +3.4% | 500 | 0.0% | 0.01% | +7.7% | |
| MCD | McDonald s Corp | $31,000 | -6.1% | 124 | 0.0% | 0.01% | -6.7% | |
| MAIN | Main Street Capital Corp | $30,000 | -3.2% | 700 | 0.0% | 0.01% | 0.0% | |
| IWM | Sell | iShares Russell 2000etf | $32,000 | -80.4% | 158 | -78.4% | 0.01% | -80.6% |
| MRNA | MODERNA INC | $28,000 | -31.7% | 163 | 0.0% | 0.01% | -27.8% | |
| SDY | SPDR S&P Dividend ETFetf | $28,000 | 0.0% | 216 | 0.0% | 0.01% | +8.3% | |
| SCHA | New | Schwab US Small-Cap ETFetf | $28,000 | – | 583 | +100.0% | 0.01% | – |
| SCHF | New | Schwab International Equity ETFetf | $29,000 | – | 794 | +100.0% | 0.01% | – |
| ALB | New | Albemarle Corp | $28,000 | – | 125 | +100.0% | 0.01% | – |
| ENPH | Enphase Energy Inc | $27,000 | +8.0% | 134 | 0.0% | 0.01% | +9.1% | |
| SNSR | New | GLOBAL X INTERNET OF THINGS ETFetf | $27,000 | – | 809 | +100.0% | 0.01% | – |
| SCHP | New | Schwab US TIPS ETFetf | $24,000 | – | 389 | +100.0% | 0.01% | – |
| TAN | Buy | INVESCO SOLAR ETFetf | $24,000 | +166.7% | 315 | +173.9% | 0.01% | +175.0% |
| ABT | ABBOTT LABORATORIES | $25,000 | -16.7% | 215 | 0.0% | 0.01% | -15.4% | |
| EWS | iShares MSCI Singapore ETFetf | $25,000 | -3.8% | 1,200 | 0.0% | 0.01% | 0.0% | |
| AMAT | Sell | Applied Materials Inc | $23,000 | -34.3% | 175 | -22.2% | 0.01% | -33.3% |
| GOOG | Alphabet Inc C | $22,000 | -4.3% | 8 | 0.0% | 0.01% | 0.0% | |
| GOOGL | Alphabet Inc A | $22,000 | -4.3% | 8 | 0.0% | 0.01% | 0.0% | |
| VCIT | New | Vanguard Interm-Term Corp Bd ETFetf | $22,000 | – | 256 | +100.0% | 0.01% | – |
| CMCSA | Sell | Comcast Corp | $22,000 | -18.5% | 468 | -13.8% | 0.01% | -16.7% |
| MFMS | MFAM Small-Cap Growth ETFetf | $21,000 | -12.5% | 667 | 0.0% | 0.01% | -9.1% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $21,000 | -16.0% | 400 | 0.0% | 0.01% | -9.1% | |
| DG | Dollar General Corp | $22,000 | -8.3% | 100 | 0.0% | 0.01% | -9.1% | |
| NVO | NOVO NORDISK A/S ADRadr | $21,000 | 0.0% | 190 | 0.0% | 0.01% | +11.1% | |
| UA | UNDER ARMOUR INC-CLASS C | $20,000 | -13.0% | 1,271 | 0.0% | 0.01% | -10.0% | |
| FLC | Flah&Crum Total Return | $20,000 | -13.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
| AVGO | Avago Technologies Ltd | $19,000 | -5.0% | 30 | 0.0% | 0.01% | 0.0% | |
| PSTG | Pure Storage Inc | $20,000 | +5.3% | 575 | 0.0% | 0.01% | +12.5% | |
| RTX | Raytheon Technologies Ord | $19,000 | +18.8% | 187 | 0.0% | 0.01% | +28.6% | |
| CAT | CATERPILLAR INC. | $17,000 | +6.2% | 76 | 0.0% | 0.01% | +14.3% | |
| ACN | Sell | Accenture PLC | $17,000 | -45.2% | 50 | -33.3% | 0.01% | -42.9% |
| AGG | iShares Core US Aggregate Bondetf | $18,000 | -10.0% | 172 | 0.0% | 0.01% | -11.1% | |
| FXH | First Trust Health Care AlphaDEXetf | $18,000 | -10.0% | 161 | 0.0% | 0.01% | -11.1% | |
| CMG | Chipotle Mexican Grill Inc | $17,000 | -10.5% | 11 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INC. | $18,000 | -18.2% | 1,048 | 0.0% | 0.01% | -20.0% | |
| ORCL | Oracle Corporation | $17,000 | 0.0% | 200 | 0.0% | 0.01% | +14.3% | |
| IYR | iShares US Real Estateetf | $17,000 | -5.6% | 158 | 0.0% | 0.01% | 0.0% | |
| LEG | Leggett & Platt Inc | $17,000 | -19.0% | 500 | 0.0% | 0.01% | -11.1% | |
| MA | MasterCard Inc | $18,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% | |
| BDX | Becton Dickinson & Co | $16,000 | +6.7% | 60 | 0.0% | 0.01% | 0.0% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $16,000 | -5.9% | 85 | 0.0% | 0.01% | 0.0% | |
| WM | Waste Management Inc | $16,000 | -5.9% | 102 | 0.0% | 0.01% | 0.0% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $15,000 | 0.0% | 245 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $16,000 | -5.9% | 161 | 0.0% | 0.01% | 0.0% | |
| DUK | Duke Energy Corporation | $15,000 | +7.1% | 133 | 0.0% | 0.01% | +16.7% | |
| NAD | Nuveen Quality Muni Income Fund | $16,000 | -20.0% | 1,233 | 0.0% | 0.01% | -22.2% | |
| IWP | Ishares Russell MidCap Growth ETFetf | $15,000 | -11.8% | 150 | 0.0% | 0.01% | 0.0% | |
| DVN | Buy | Devon Energy Corp | $15,000 | +650.0% | 250 | +400.0% | 0.01% | +600.0% |
| ITB | iShares US Home Constructionetf | $15,000 | -28.6% | 250 | 0.0% | 0.01% | -22.2% | |
| PRF | New | PowerShares FTSE RAFI US 1000 ETFetf | $15,000 | – | 90 | +100.0% | 0.01% | – |
| IWN | iShares Russell 2000 Valueetf | $14,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| JPM | Sell | JPMorgan Chase & Co | $14,000 | -46.2% | 100 | -39.4% | 0.01% | -45.5% |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $14,000 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | |
| UNP | Sell | Union Pacific Corp | $14,000 | -12.5% | 50 | -23.1% | 0.01% | -14.3% |
| ALGN | Sell | Align Technology Inc | $13,000 | -69.8% | 30 | -53.8% | 0.01% | -68.4% |
| WWJD | New | Inspire International ESG ETFetf | $14,000 | – | 456 | +100.0% | 0.01% | – |
| PFE | Pfizer Inc | $12,000 | -7.7% | 225 | 0.0% | 0.01% | -16.7% | |
| PGF | Invesco Financial Preferred ETFetf | $11,000 | -8.3% | 650 | 0.0% | 0.01% | 0.0% | |
| LOW | Sell | lowes companies incorporated | $11,000 | -59.3% | 55 | -47.6% | 0.01% | -58.3% |
| DPZ | Domino s Pizza Inc | $11,000 | -26.7% | 27 | 0.0% | 0.01% | -28.6% | |
| PAYX | Sell | Paychex Inc | $11,000 | -64.5% | 80 | -65.2% | 0.01% | -64.3% |
| DE | Deere & Co | $12,000 | +20.0% | 29 | 0.0% | 0.01% | +25.0% | |
| COP | Sell | ConocoPhillips | $12,000 | -14.3% | 117 | -40.6% | 0.01% | -16.7% |
| QCOM | Qualcomm Inc | $12,000 | -20.0% | 80 | 0.0% | 0.01% | -28.6% | |
| CSCO | Cisco Systems Inc | $12,000 | -7.7% | 208 | 0.0% | 0.01% | -16.7% | |
| CHDN | Churchill Downs Inc | $11,000 | -8.3% | 50 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $12,000 | -7.7% | 36 | 0.0% | 0.01% | -16.7% | |
| FNDX | New | Schwab Fundamental US Large Company ETFetf | $11,000 | – | 195 | +100.0% | 0.01% | – |
| HRB | H&R Block Inc | $11,000 | +10.0% | 406 | 0.0% | 0.01% | +25.0% | |
| SRCL | Stericycle Inc | $12,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
| HNDL | New | Strategy Shares Nasdaq 7 Handl ETFns 7handl idx | $10,000 | – | 411 | +100.0% | 0.01% | – |
| MFL | BlackRock MuniHoldings Inv Qty | $10,000 | -16.7% | 800 | 0.0% | 0.01% | 0.0% | |
| TMO | New | Thermo Fisher Scientific Inc | $12,000 | – | 20 | +100.0% | 0.01% | – |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $11,000 | +22.2% | 310 | 0.0% | 0.01% | +25.0% | |
| VNQI | New | Vanguard Global ex-US Real Estate ETFetf | $10,000 | – | 183 | +100.0% | 0.01% | – |
| VGK | Vanguard European Stock Index ETFetf | $10,000 | -9.1% | 165 | 0.0% | 0.01% | 0.0% | |
| AMD | Advanced Micro Devices Inc | $11,000 | -21.4% | 100 | 0.0% | 0.01% | -16.7% | |
| CCL | Carnival Corpunit | $8,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $8,000 | -11.1% | 115 | 0.0% | 0.00% | 0.0% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DELL | Dell Inc | $9,000 | -10.0% | 185 | 0.0% | 0.00% | 0.0% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $9,000 | -10.0% | 194 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $8,000 | -20.0% | 61 | 0.0% | 0.00% | 0.0% | |
| VMW | VMWare Inc | $9,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| GLD | SPDR Gold Sharesetf | $9,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MS | Morgan Stanley | $9,000 | -10.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SCHZ | New | Schwab US Aggregate Bond ETFetf | $8,000 | – | 149 | +100.0% | 0.00% | – |
| ANGL | Sell | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $8,000 | -99.4% | 250 | -99.4% | 0.00% | -99.3% |
| VMBS | New | Vanguard Mortgage-Backed Secs ETFetf | $9,000 | – | 186 | +100.0% | 0.00% | – |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $9,000 | -10.0% | 210 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Co | $8,000 | +14.3% | 175 | 0.0% | 0.00% | +33.3% | |
| INVH | New | Invitation Homes Inc | $9,000 | – | 225 | +100.0% | 0.00% | – |
| FNDE | New | Schwab Fundamental Emerg Mkts Lg Co ETFetf | $8,000 | – | 281 | +100.0% | 0.00% | – |
| RSP | Guggenheim S&P 500A Equal Weightetf | $9,000 | -10.0% | 60 | 0.0% | 0.00% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $7,000 | -41.7% | 531 | 0.0% | 0.00% | -40.0% | |
| SIRI | Sirius XM Radio Inc | $7,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% | |
| SWBI | Smith & Wesson Brands Inc | $6,000 | -14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $6,000 | +20.0% | 40 | 0.0% | 0.00% | +50.0% | |
| PWR | Quanta Services Inc | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $6,000 | 0.0% | 900 | 0.0% | 0.00% | 0.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| RQI | Cohen & Steers Qty Inc Realty Common | $7,000 | -12.5% | 444 | 0.0% | 0.00% | -25.0% | |
| NOC | Northrop Grumman Corp | $7,000 | +16.7% | 15 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES COMPANY NEW | $6,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SCHE | New | Schwab Emerging Markets Equity ETFetf | $6,000 | – | 221 | +100.0% | 0.00% | – |
| FNDF | New | Schwab Fundamental Intl Lg Co ETFetf | $7,000 | – | 227 | +100.0% | 0.00% | – |
| FNDA | New | Schwab Fundamental US Small Company ETFetf | $7,000 | – | 131 | +100.0% | 0.00% | – |
| NFLX | NETFLIX INC. | $6,000 | -40.0% | 17 | 0.0% | 0.00% | -25.0% | |
| NVDA | NVIDIA Corp | $7,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| XLF | Sell | Financial Select Sector SPDRetf | $7,000 | -36.4% | 180 | -35.7% | 0.00% | -40.0% |
| IXUS | iShares Core MSCI Total Intl Stketf | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| XLK | Sell | Technology Select Sector SPDRAetf | $7,000 | -58.8% | 46 | -52.1% | 0.00% | -57.1% |
| ACAD | ACADIA Pharmaceuticals Inc | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM COMPANY | $4,000 | -20.0% | 18 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX Corp | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $5,000 | +25.0% | 96 | 0.0% | 0.00% | 0.0% | |
| SNAP | Snap Inc Cl A | $5,000 | -28.6% | 150 | 0.0% | 0.00% | -33.3% | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $4,000 | +33.3% | 418 | 0.0% | 0.00% | +100.0% | |
| FNDC | New | Schwab Fundamental Intl Sm Co ETFetf | $5,000 | – | 136 | +100.0% | 0.00% | – |
| IBM | International Business Machines Corp | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| XLC | Communication Services Sel Sect SPDR ETFetf | $5,000 | -16.7% | 75 | 0.0% | 0.00% | -33.3% | |
| BGT | BlackRock Floating Rate Inc Tr Common | $4,000 | -20.0% | 333 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc UPS | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| HWM | Howmet Aerospace Ord | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +100.0% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| PG | Procter & Gamble Co | $4,000 | 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% | |
| INTC | INTEL CORP | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair Plc | $4,000 | -33.3% | 77 | 0.0% | 0.00% | -33.3% | |
| BAH | Booz Allen Hamilton Holding Corp | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| PEP | PepsiCo Inc | $5,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| COIN | Coinbase Global Inc Ordinary Shares - Class A | $5,000 | -16.7% | 25 | 0.0% | 0.00% | -33.3% | |
| ICLN | iShares Global Clean Energyetf | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
| SPCE | Virgin Galactic Holdings Inc | $4,000 | -20.0% | 401 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $4,000 | +33.3% | 20 | 0.0% | 0.00% | +100.0% | |
| WOOD | iShares Global Timber & Forestryetf | $4,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MED | Medifast Inc | $5,000 | -16.7% | 30 | 0.0% | 0.00% | -33.3% | |
| IJH | iShares Core S&P Mid-Capetf | $4,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| NTNX | Nutanix Inc | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -33.3% | |
| MNKD | MannKind Corp | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LL | Lumber Liquidators Holdings Inc | $3,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $2,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 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% | |
| ST | Sell | Sensata Technologies Holding PLC | $3,000 | -92.7% | 50 | -92.5% | 0.00% | -94.4% |
| JOAN | JOANN Inc | $3,000 | 0.0% | 265 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC COMPANY | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | ||
| GM | GENERAL MOTORS CORPORATION | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SCHH | New | Schwab US REIT ETFetf | $2,000 | – | 84 | +100.0% | 0.00% | – |
| SCHR | New | Schwab Intermediate-Term US Trs ETFetf | $3,000 | – | 49 | +100.0% | 0.00% | – |
| SCHC | New | Schwab International Small-Cap Eq ETFetf | $3,000 | – | 79 | +100.0% | 0.00% | – |
| AMC | AMC Entertainment Holdings Inc | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| BMY | Bristol-Myers Squibb Company | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TFC | Truist Finl Corp Com | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $3,000 | +50.0% | 30 | 0.0% | 0.00% | 0.0% | |
| VUG | Vanguard Growth ETFetf | $3,000 | -25.0% | 11 | 0.0% | 0.00% | -50.0% | |
| WBA | Buy | Walgreen Boots Alliance Inc Com | $2,000 | 0.0% | 37 | +2.8% | 0.00% | 0.0% |
| IWF | Sell | iShares Russell 1000 Growthetf | $2,000 | -50.0% | 6 | -53.8% | 0.00% | -50.0% |
| IJK | Sell | iShares S&P MidCap 400 Growthetf | $3,000 | -50.0% | 40 | -44.4% | 0.00% | -66.7% |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| WH | Wyndham Hotels & Resorts Inc | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| IBB | Sell | Ishares Nasdaq Biotechnologyetf | $3,000 | -62.5% | 25 | -54.5% | 0.00% | -75.0% |
| DKNG | DraftKings Inc Ordinary Shares - Class A | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC ADS REPSTG CL A ORD SHSspon ads | $2,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| MAR | Marriott International Inc | $3,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| EBS | Emergent BioSolutions Inc | $3,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| BWX | New | SPDR Barclays International Treasury Bdetf | $1,000 | – | 21 | +100.0% | 0.00% | – |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| CFVI | Cf Acquisition Corp Vi Com Cl A | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | |
| MJ | ETFMG Alternative Harvest ETFetf | $0 | – | 35 | 0.0% | 0.00% | – | |
| MMM | 3M COMPANY | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| 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% | – | |
| BHC | Bausch Health Companies Inc | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NMI | Nuveen Municipal Income Common | $0 | – | 7 | 0.0% | 0.00% | – | |
| SOFI | SoFi Technologies Inc | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| RDSB | Exit | Royal Dutch Shell PLCspons adr b | $0 | – | -15 | -100.0% | 0.00% | – |
| ARNC | Arconic Inc | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| TEL | TE Connectivity Ltd | $1,000 | -50.0% | 10 | 0.0% | 0.00% | -100.0% | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| AOUT | AMERICAN OUTDOOR BRANDS ORD WI | $1,000 | -50.0% | 99 | 0.0% | 0.00% | -100.0% | |
| PHB | New | Invesco Fundamental Hi Yld Corp Bd ETFetf | $1,000 | – | 48 | +100.0% | 0.00% | – |
| AAL | American Airlines Group Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| VTRS | Viatris Inc | $0 | – | 15 | 0.0% | 0.00% | – | |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $0 | – | 4 | 0.0% | 0.00% | – | |
| EBND | New | SPDR Blmbg Barclays Em Mkts Lcl Bd ETFetf | $0 | – | 2 | +100.0% | 0.00% | – |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| SPIB | New | SPDR Portfolio Interm Term Corp Bd ETFetf | $1,000 | – | 41 | +100.0% | 0.00% | – |
| WAB | Westinghouse Air Brake Technologies Corp | $0 | – | 1 | 0.0% | 0.00% | – | |
| FNI | First Trust ISE Chindia Idxetf | $0 | – | 10 | 0.0% | 0.00% | – | |
| MNKKQ | Mallinckrodt PLC | $0 | – | 1 | 0.0% | 0.00% | – | |
| SCOR | comScore Inc | $1,000 | -50.0% | 500 | 0.0% | 0.00% | -100.0% | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| EVGO | EVGO CL A ORD | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| JWN | Nordstrom Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| OGN | Organon &Co Common Stock | $0 | – | 4 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| QS | QuantumScape Corp | $1,000 | -50.0% | 75 | 0.0% | 0.00% | -100.0% | |
| NTR | Nutrien Ltd | $1,000 | 0.0% | 12 | 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% | – | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| Enovix Corp | $1,000 | -50.0% | 90 | 0.0% | 0.00% | -100.0% | ||
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| NEE | Exit | NextEra Energy Inc | $0 | – | -24 | -100.0% | -0.00% | – |
| NVS | Exit | NOVARTIS AG-ADRadr | $0 | – | -21 | -100.0% | -0.00% | – |
| MASI | Exit | Masimo Corp | $0 | – | -25 | -100.0% | -0.00% | – |
| VTIP | Exit | Vanguard Short-Term Infl-Prot Secs ETFetf | $0 | – | -170 | -100.0% | -0.00% | – |
| MO | Exit | Altria Group Inc | $0 | – | -200 | -100.0% | -0.00% | – |
| FMC | Exit | FMC Corp | $0 | – | -100 | -100.0% | -0.01% | – |
| RYT | Exit | Guggenheim S&P 500 Eq Wt Technology ETFetf | $0 | – | -57 | -100.0% | -0.01% | – |
| SCHG | Exit | Schwab US Large-Cap Growth ETFetf | $0 | – | -400 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-08
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.