$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 9.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Exxon Mobil Corporation | $450,000 | +35.1% | 5,444 | 0.0% | 0.20% | +38.8% | |
| 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% | |
| VTI | Vanguard Total Stock Market ETFetf | $306,000 | -5.6% | 1,343 | 0.0% | 0.14% | -3.5% | |
| ADP | Automatic Data Processing | $276,000 | -8.0% | 1,215 | 0.0% | 0.12% | -5.3% | |
| LMT | Lockheed Martin Corp | $245,000 | +24.4% | 554 | 0.0% | 0.11% | +27.6% | |
| 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% | |
| DTN | WisdomTree US Dividend ex-Financials ETFetf | $148,000 | -2.0% | 1,492 | 0.0% | 0.07% | +1.5% | |
| IPAC | iShares Core MSCI Pacific ETFetf | $145,000 | -4.6% | 2,375 | 0.0% | 0.07% | -1.5% | |
| 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% | |
| CVX | CHEVRON CORPORATION | $120,000 | +37.9% | 738 | 0.0% | 0.05% | +42.1% | |
| TSLA | TESLA MTRS INC | $111,000 | +1.8% | 103 | 0.0% | 0.05% | +4.2% | |
| 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% | |
| 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% | |
| BR | Broadridge Financial Solutions Inc | $76,000 | -15.6% | 491 | 0.0% | 0.03% | -15.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| BAC | Bank of America Corporation | $36,000 | -7.7% | 870 | 0.0% | 0.02% | -5.9% | |
| CDK | CDK Global Inc | $34,000 | +17.2% | 699 | 0.0% | 0.02% | +15.4% | |
| 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% | |
| 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% | |
| ENPH | Enphase Energy Inc | $27,000 | +8.0% | 134 | 0.0% | 0.01% | +9.1% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| ITB | iShares US Home Constructionetf | $15,000 | -28.6% | 250 | 0.0% | 0.01% | -22.2% | |
| IWN | iShares Russell 2000 Valueetf | $14,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $14,000 | +7.7% | 300 | 0.0% | 0.01% | 0.0% | |
| 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% | |
| DPZ | Domino s Pizza Inc | $11,000 | -26.7% | 27 | 0.0% | 0.01% | -28.6% | |
| DE | Deere & Co | $12,000 | +20.0% | 29 | 0.0% | 0.01% | +25.0% | |
| 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% | |
| 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% | |
| MFL | BlackRock MuniHoldings Inv Qty | $10,000 | -16.7% | 800 | 0.0% | 0.01% | 0.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $11,000 | +22.2% | 310 | 0.0% | 0.01% | +25.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | |
| 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% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 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% | – |
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.