Lowe Wealth Advisors, LLC - Q1 2022 holdings

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$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 - .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
PXH NewInvesco FTSE RAFI Emerging Markets ETFetf$404,000–19,386
+100.0%
0.18%–
DXJ NewWisdomTree Japan Hedged Equityetf$236,000–3,680
+100.0%
0.11%–
SCHX NewSchwab US Large-Cap ETFetf$118,000–2,188
+100.0%
0.05%–
PXF NewInvesco FTSE RAFI Dev Mkts ex-US ETFetf$87,000–1,880
+100.0%
0.04%–
SNY NewSanofiadr$77,000–1,500
+100.0%
0.04%–
ICE NewIntercontinental Exchange Inc$36,000–275
+100.0%
0.02%–
SCHA NewSchwab US Small-Cap ETFetf$28,000–583
+100.0%
0.01%–
SCHF NewSchwab International Equity ETFetf$29,000–794
+100.0%
0.01%–
ALB NewAlbemarle Corp$28,000–125
+100.0%
0.01%–
SNSR NewGLOBAL X INTERNET OF THINGS ETFetf$27,000–809
+100.0%
0.01%–
SCHP NewSchwab US TIPS ETFetf$24,000–389
+100.0%
0.01%–
VCIT NewVanguard Interm-Term Corp Bd ETFetf$22,000–256
+100.0%
0.01%–
PRF NewPowerShares FTSE RAFI US 1000 ETFetf$15,000–90
+100.0%
0.01%–
WWJD NewInspire International ESG ETFetf$14,000–456
+100.0%
0.01%–
FNDX NewSchwab Fundamental US Large Company ETFetf$11,000–195
+100.0%
0.01%–
HNDL NewStrategy Shares Nasdaq 7 Handl ETFns 7handl idx$10,000–411
+100.0%
0.01%–
TMO NewThermo Fisher Scientific Inc$12,000–20
+100.0%
0.01%–
VNQI NewVanguard Global ex-US Real Estate ETFetf$10,000–183
+100.0%
0.01%–
SCHZ NewSchwab US Aggregate Bond ETFetf$8,000–149
+100.0%
0.00%–
VMBS NewVanguard Mortgage-Backed Secs ETFetf$9,000–186
+100.0%
0.00%–
INVH NewInvitation Homes Inc$9,000–225
+100.0%
0.00%–
FNDE NewSchwab Fundamental Emerg Mkts Lg Co ETFetf$8,000–281
+100.0%
0.00%–
SCHE NewSchwab Emerging Markets Equity ETFetf$6,000–221
+100.0%
0.00%–
FNDF NewSchwab Fundamental Intl Lg Co ETFetf$7,000–227
+100.0%
0.00%–
FNDA NewSchwab Fundamental US Small Company ETFetf$7,000–131
+100.0%
0.00%–
FNDC NewSchwab Fundamental Intl Sm Co ETFetf$5,000–136
+100.0%
0.00%–
SCHH NewSchwab US REIT ETFetf$2,000–84
+100.0%
0.00%–
SCHR NewSchwab Intermediate-Term US Trs ETFetf$3,000–49
+100.0%
0.00%–
SCHC NewSchwab International Small-Cap Eq ETFetf$3,000–79
+100.0%
0.00%–
BWX NewSPDR Barclays International Treasury Bdetf$1,000–21
+100.0%
0.00%–
PHB NewInvesco Fundamental Hi Yld Corp Bd ETFetf$1,000–48
+100.0%
0.00%–
EBND NewSPDR Blmbg Barclays Em Mkts Lcl Bd ETFetf$0–2
+100.0%
0.00%–
SPIB NewSPDR Portfolio Interm Term Corp Bd ETFetf$1,000–41
+100.0%
0.00%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-04-08
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 ETF37Q4 202332.1%
iShares Tr MSCI USA MinVolatility37Q4 202314.4%
Vanguard Short-Term Corporate Bond ETF37Q4 20236.9%
PIMCO Enhanced Short Maturity ETF37Q4 20235.8%
iShares DJ US Total Market Index37Q4 20236.6%
WisdomTree US Dividend ex-Financials ETF37Q4 20234.7%
SPDR S&P Dividend ETF37Q4 20234.0%
iShares Russell 300037Q4 20234.0%
iShares High Dividend37Q4 20232.1%
SPDR S&P MidCap 40037Q4 20231.1%

View Lowe Wealth Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-09
13F-HR2024-01-05
13F-HR2023-10-23
13F-HR2023-07-07
13F-HR2023-04-05
13F-HR2023-01-17
13F-HR2022-10-06
13F-HR2022-07-07
13F-HR2022-04-08
13F-HR2022-01-18

View Lowe Wealth Advisors, LLC's complete filings history.

All filings

View complete filings history.

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