$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDSB | Exit | Royal Dutch Shell PLCspons adr b | $0 | – | -15 | -100.0% | 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.