$183 Million is the total value of Lowe Wealth Advisors, LLC's 334 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 11.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $55,696,000 | -17.0% | 147,636 | -0.6% | 30.40% | +0.1% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $19,294,000 | -10.2% | 274,806 | -0.8% | 10.53% | +8.3% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $16,466,000 | -28.1% | 58,747 | -7.0% | 8.99% | -13.3% |
| IAU | Sell | iShares Gold Trustetf | $15,335,000 | -7.2% | 446,968 | -0.4% | 8.37% | +12.0% |
| VCSH | Sell | Vanguard Short-Term Corporate Bond ETFetf | $12,184,000 | -2.5% | 159,771 | -0.1% | 6.65% | +17.7% |
| MINT | Buy | PIMCO Enhanced Short Maturity ETFetf | $9,909,000 | -0.2% | 99,984 | +0.8% | 5.41% | +20.4% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $9,733,000 | +2.1% | 194,314 | +2.4% | 5.31% | +23.2% |
| INFL | Buy | Horizon Kinetics Inflation Bnfcrs ETFhorizon kinetics | $5,055,000 | -8.0% | 177,134 | +7.3% | 2.76% | +10.9% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $3,803,000 | -18.5% | 41,182 | -1.7% | 2.08% | -1.7% |
| JEPI | Buy | JPMorgan Equity Premium Income ETFetf | $2,714,000 | +28.0% | 48,940 | +41.8% | 1.48% | +54.4% |
| VYM | New | Vanguard High Dividend Yield ETFetf | $2,630,000 | – | 25,860 | +100.0% | 1.44% | – |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $1,608,000 | -42.9% | 33,315 | -38.7% | 0.88% | -31.1% |
| MDY | Sell | SPDR S&P MidCap 400etf | $1,588,000 | -19.6% | 3,840 | -4.7% | 0.87% | -3.0% |
| VZ | Buy | Verizon Communications Inc | $1,558,000 | +2.8% | 30,708 | +3.2% | 0.85% | +23.9% |
| VNQ | Buy | Vanguard REIT ETFetf | $1,516,000 | -14.1% | 16,635 | +2.1% | 0.83% | +3.6% |
| KRBN | Sell | KraneShares Global Carbon ETFetf | $1,294,000 | -12.4% | 26,290 | -17.0% | 0.71% | +5.7% |
| IVOL | Sell | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $1,248,000 | -4.7% | 49,262 | -3.6% | 0.68% | +15.0% |
| MKC | Buy | McCormick & Company Inc | $1,184,000 | -16.6% | 14,222 | +0.0% | 0.65% | +0.6% |
| IWV | Sell | iShares Russell 3000etf | $1,075,000 | -18.0% | 4,946 | -1.0% | 0.59% | -1.0% |
| SH | Buy | ProShares Short S&P500etf | $1,072,000 | +1257.0% | 64,967 | +1059.7% | 0.58% | +1525.0% |
| XLE | Sell | Energy Select Sector SPDRAetf | $941,000 | -82.9% | 13,155 | -81.7% | 0.51% | -79.3% |
| SMH | Sell | VanEck Vectors Semiconductor ETFetf | $749,000 | -32.3% | 3,675 | -10.4% | 0.41% | -18.2% |
| MSFT | Microsoft Corp | $724,000 | -16.8% | 2,821 | 0.0% | 0.40% | +0.3% | |
| GNR | Sell | SPDR S&P Global Natural Resources ETFetf | $715,000 | -25.1% | 13,735 | -9.6% | 0.39% | -9.7% |
| AAPL | Sell | APPLE INC. | $673,000 | -23.9% | 4,924 | -2.7% | 0.37% | -8.2% |
| IEFA | Sell | iShares Core MSCI EAFEetf | $666,000 | -90.6% | 11,319 | -88.9% | 0.36% | -88.7% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $667,000 | -31.4% | 22,480 | -16.7% | 0.36% | -17.3% |
| XLU | Buy | Utilities SPDR ETFetf | $590,000 | +1.4% | 8,415 | +7.6% | 0.32% | +22.4% |
| IEMG | Sell | iShares Core MSCI Emerging Marketsetf | $555,000 | -59.7% | 11,313 | -54.4% | 0.30% | -51.4% |
| XOM | Exxon Mobil Corporation | $466,000 | +3.6% | 5,444 | 0.0% | 0.25% | +24.5% | |
| XLV | Buy | Health Care Select Sector SPDRsbi healthcare | $464,000 | +373.5% | 3,620 | +406.3% | 0.25% | +475.0% |
| PXH | Buy | Invesco FTSE RAFI Emerging Markets ETFetf | $422,000 | +4.5% | 23,211 | +19.7% | 0.23% | +25.7% |
| AEE | Ameren Corp | $374,000 | -3.6% | 4,138 | 0.0% | 0.20% | +15.9% | |
| DSI | Sell | iShares MSCI KLD 400 Social ETFetf | $350,000 | -21.5% | 4,867 | -5.4% | 0.19% | -5.4% |
| MKCV | McCormick & Company Inc | $317,000 | -17.0% | 3,822 | 0.0% | 0.17% | 0.0% | |
| HDV | iShares High Dividendetf | $299,000 | -6.0% | 2,976 | 0.0% | 0.16% | +13.2% | |
| VTI | Buy | Vanguard Total Stock Market ETFetf | $293,000 | -4.2% | 1,555 | +15.8% | 0.16% | +15.9% |
| PSK | SPDR Wells Fargo Preferred Stock ETFetf | $275,000 | -8.0% | 7,673 | 0.0% | 0.15% | +11.1% | |
| ADP | Automatic Data Processing | $255,000 | -7.6% | 1,215 | 0.0% | 0.14% | +11.2% | |
| UTG | Buy | Reaves Utility Income | $240,000 | -8.0% | 7,750 | +2.6% | 0.13% | +11.0% |
| MPC | Sell | Marathon Petroleum Corp | $233,000 | -22.1% | 2,840 | -18.8% | 0.13% | -5.9% |
| PRU | Sell | Prudential Financial Inc | $223,000 | -46.5% | 2,331 | -34.0% | 0.12% | -35.4% |
| PPL | PPL Corp | $213,000 | -5.3% | 7,869 | 0.0% | 0.12% | +13.7% | |
| XAR | Sell | SPDR S&P Aerospace & Defense ETFetf | $200,000 | -54.1% | 1,990 | -43.1% | 0.11% | -44.7% |
| HSY | Buy | Hershey Co | $200,000 | -0.5% | 930 | +0.1% | 0.11% | +19.8% |
| LMT | Sell | Lockheed Martin Corp | $195,000 | -20.4% | 454 | -18.1% | 0.11% | -4.5% |
| ESGU | iShares ESG MSCI USA ETFetf | $178,000 | -17.2% | 2,125 | 0.0% | 0.10% | 0.0% | |
| NEM | Sell | Newmont Mining Corp | $165,000 | -34.0% | 2,765 | -12.1% | 0.09% | -20.4% |
| BMI | Badger Meter Inc | $148,000 | -19.1% | 1,832 | 0.0% | 0.08% | -2.4% | |
| UNH | Buy | UnitedHealth Group Inc | $149,000 | +12.0% | 291 | +11.5% | 0.08% | +35.0% |
| JNJ | Buy | Johnson and Johnson | $147,000 | 0.0% | 830 | +0.2% | 0.08% | +19.4% |
| IBM | Buy | International Business Machines Corp | $138,000 | +3350.0% | 980 | +2869.7% | 0.08% | +3650.0% |
| DTN | WisdomTree US Dividend ex-Financials ETFetf | $132,000 | -10.8% | 1,492 | 0.0% | 0.07% | +7.5% | |
| MRK | Sell | MERCK & CO. INC. | $130,000 | -15.0% | 1,427 | -23.6% | 0.07% | +2.9% |
| ACWX | Buy | iShares MSCI ACWI ex US ETFetf | $129,000 | +2.4% | 2,857 | +18.5% | 0.07% | +22.8% |
| KO | Coca-Cola Co | $122,000 | +1.7% | 1,938 | 0.0% | 0.07% | +24.1% | |
| IPAC | Sell | iShares Core MSCI Pacific ETFetf | $113,000 | -22.1% | 2,175 | -8.4% | 0.06% | -6.1% |
| SLV | Ishares Silver Trustetf | $113,000 | -18.1% | 6,053 | 0.0% | 0.06% | 0.0% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $113,000 | -17.5% | 656 | 0.0% | 0.06% | 0.0% | |
| HD | Buy | HOME DEPOT INC. | $108,000 | +22.7% | 393 | +34.1% | 0.06% | +47.5% |
| CVX | CHEVRON CORPORATION | $107,000 | -10.8% | 738 | 0.0% | 0.06% | +7.4% | |
| V | Visa Inc | $107,000 | -10.8% | 542 | 0.0% | 0.06% | +7.4% | |
| IVW | iShares S&P 500 Growthetf | $99,000 | -21.4% | 1,648 | 0.0% | 0.05% | -5.3% | |
| SCHX | Schwab US Large-Cap ETFetf | $98,000 | -16.9% | 2,188 | 0.0% | 0.05% | 0.0% | |
| TROW | T. Rowe Price Group Inc | $98,000 | -24.6% | 860 | 0.0% | 0.05% | -10.2% | |
| FCX | Freeport-McMoran Copper & Gold | $92,000 | -41.4% | 3,159 | 0.0% | 0.05% | -29.6% | |
| PXF | Buy | Invesco FTSE RAFI Dev Mkts ex-US ETFetf | $89,000 | +2.3% | 2,230 | +18.6% | 0.05% | +25.6% |
| SNY | Buy | Sanofiadr | $90,000 | +16.9% | 1,800 | +20.0% | 0.05% | +40.0% |
| IDV | Sell | iShares International Select Dividendetf | $88,000 | -28.5% | 3,250 | -15.8% | 0.05% | -14.3% |
| COST | Buy | Costco Wholesale Corp | $85,000 | 0.0% | 177 | +20.4% | 0.05% | +21.1% |
| DVY | iShares Select Dividendetf | $81,000 | -8.0% | 688 | 0.0% | 0.04% | +10.0% | |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $75,000 | -14.8% | 1,200 | 0.0% | 0.04% | +2.5% | |
| ABBV | Sell | Abbvie Inc | $73,000 | -14.1% | 475 | -9.5% | 0.04% | +5.3% |
| GIS | General Mills Inc | $72,000 | +10.8% | 960 | 0.0% | 0.04% | +34.5% | |
| BR | Broadridge Financial Solutions Inc | $70,000 | -7.9% | 491 | 0.0% | 0.04% | +11.8% | |
| TSLA | TESLA MTRS INC | $69,000 | -37.8% | 103 | 0.0% | 0.04% | -24.0% | |
| ICE | Buy | Intercontinental Exchange Inc | $68,000 | +88.9% | 725 | +163.6% | 0.04% | +131.2% |
| KT | Sell | KT Corpadr | $66,000 | -35.9% | 4,700 | -34.7% | 0.04% | -23.4% |
| T | AT&T Inc | $66,000 | -12.0% | 3,170 | 0.0% | 0.04% | +5.9% | |
| AMZN | Buy | Amazon.com Inc | $66,000 | -52.9% | 625 | +1353.5% | 0.04% | -42.9% |
| EEM | Buy | iShares MSCI Emerging Marketsetf | $60,000 | +33.3% | 1,503 | +50.0% | 0.03% | +65.0% |
| SLF | Buy | Sun Life Financial Inc | $60,000 | -17.8% | 1,306 | +0.2% | 0.03% | 0.0% |
| DIS | DISNEY WALT COMPANY | $58,000 | -31.8% | 616 | 0.0% | 0.03% | -15.8% | |
| FB | Buy | Facebook Inc | $58,000 | -15.9% | 362 | +16.0% | 0.03% | +3.2% |
| DNP | DNP Select Income Common | $57,000 | -9.5% | 5,294 | 0.0% | 0.03% | +6.9% | |
| USRT | Buy | iShares Core US REIT ETFetf | $53,000 | +35.9% | 998 | +63.6% | 0.03% | +61.1% |
| AMGN | AMGEN INC. | $54,000 | 0.0% | 222 | 0.0% | 0.03% | +20.8% | |
| VTV | Vanguard Value ETFetf | $54,000 | -11.5% | 412 | 0.0% | 0.03% | +3.6% | |
| SPYG | SPDR S&P 500 Growthetf | $52,000 | -21.2% | 991 | 0.0% | 0.03% | -6.7% | |
| AEP | American Electric Power Co Inc | $49,000 | -3.9% | 511 | 0.0% | 0.03% | +17.4% | |
| PNC | PNC Financial Services Group Inc | $49,000 | -14.0% | 308 | 0.0% | 0.03% | +3.8% | |
| CEF | Sprott Physical Gold and Silver Trusttr unit | $50,000 | -13.8% | 3,000 | 0.0% | 0.03% | +3.8% | |
| ROK | Rockwell Automation Inc | $49,000 | -29.0% | 248 | 0.0% | 0.03% | -12.9% | |
| PLD | Prologis Inc | $50,000 | -26.5% | 423 | 0.0% | 0.03% | -12.9% | |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $47,000 | -7.8% | 1,150 | 0.0% | 0.03% | +13.0% | |
| XEL | Xcel Energy Inc | $47,000 | 0.0% | 658 | 0.0% | 0.03% | +23.8% | |
| APD | Air Products & Chemicals Inc | $48,000 | -4.0% | 200 | 0.0% | 0.03% | +13.0% | |
| BP | Sell | BP PLCadr | $46,000 | -13.2% | 1,616 | -11.0% | 0.02% | +4.2% |
| SBUX | Starbucks Corp | $43,000 | -17.3% | 568 | 0.0% | 0.02% | -4.2% | |
| WMT | Buy | Wal-Mart Stores Inc | $41,000 | -18.0% | 338 | +0.9% | 0.02% | -4.3% |
| SYK | Stryker Corporation | $40,000 | -24.5% | 200 | 0.0% | 0.02% | -8.3% | |
| INTC | Buy | INTEL CORP | $41,000 | +925.0% | 1,089 | +1352.0% | 0.02% | +1000.0% |
| GDX | Sell | Market Vectors Gold Miners ETFetf | $41,000 | -91.6% | 1,500 | -88.2% | 0.02% | -90.0% |
| AMP | Ameriprise Financial Inc | $40,000 | -20.0% | 167 | 0.0% | 0.02% | -4.3% | |
| GRMN | Garmin Ltd | $39,000 | -17.0% | 400 | 0.0% | 0.02% | 0.0% | |
| CDK | CDK Global Inc | $38,000 | +11.8% | 699 | 0.0% | 0.02% | +40.0% | |
| VIAC | Paramount Global Class B | $38,000 | -34.5% | 1,524 | 0.0% | 0.02% | -19.2% | |
| EXC | Exelon Corp | $39,000 | -4.9% | 870 | 0.0% | 0.02% | +10.5% | |
| RING | iShares MSCI Global Gold Minersetf | $36,000 | -30.8% | 1,663 | 0.0% | 0.02% | -16.7% | |
| IVV | iShares Core S&P 500etf | $36,000 | -18.2% | 96 | 0.0% | 0.02% | 0.0% | |
| PFF | iShares US Preferred Stocketf | $37,000 | -9.8% | 1,125 | 0.0% | 0.02% | +5.3% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $36,000 | -7.7% | 385 | +0.3% | 0.02% | +11.1% |
| F | Sell | Ford Motor Company | $36,000 | -59.6% | 3,195 | -39.1% | 0.02% | -50.0% |
| AUY | Yamana Gold Inc | $37,000 | -17.8% | 8,000 | 0.0% | 0.02% | 0.0% | |
| MOO | Market Vectors Agribusiness ETFetf | $34,000 | -17.1% | 395 | 0.0% | 0.02% | 0.0% | |
| BRKB | Berkshire Hathaway Inc | $33,000 | -21.4% | 120 | 0.0% | 0.02% | -5.3% | |
| IJR | iShares Core S&P Small-Capetf | $33,000 | -15.4% | 359 | 0.0% | 0.02% | 0.0% | |
| MCD | McDonald s Corp | $31,000 | 0.0% | 124 | 0.0% | 0.02% | +21.4% | |
| SNPS | Synopsys Inc | $30,000 | -9.1% | 100 | 0.0% | 0.02% | +6.7% | |
| BOTZ | Sell | Global X Robotics & Artfcl Intllgnc ETFetf | $30,000 | -91.8% | 1,455 | -88.5% | 0.02% | -90.4% |
| XLB | Sell | Materials Select Sector SPDRAetf | $27,000 | -34.1% | 368 | -21.4% | 0.02% | -21.1% |
| HLT | Hilton Worldwide Holdings Inc | $28,000 | -28.2% | 255 | 0.0% | 0.02% | -16.7% | |
| BAC | Bank of America Corporation | $27,000 | -25.0% | 870 | 0.0% | 0.02% | -6.2% | |
| MAIN | Main Street Capital Corp | $27,000 | -10.0% | 700 | 0.0% | 0.02% | +7.1% | |
| IWM | iShares Russell 2000etf | $27,000 | -15.6% | 158 | 0.0% | 0.02% | +7.1% | |
| SDY | SPDR S&P Dividend ETFetf | $26,000 | -7.1% | 216 | 0.0% | 0.01% | +7.7% | |
| SCHF | Schwab International Equity ETFetf | $25,000 | -13.8% | 794 | 0.0% | 0.01% | +7.7% | |
| ENPH | Enphase Energy Inc | $26,000 | -3.7% | 134 | 0.0% | 0.01% | +16.7% | |
| DG | Dollar General Corp | $25,000 | +13.6% | 100 | 0.0% | 0.01% | +40.0% | |
| ABT | ABBOTT LABORATORIES | $23,000 | -8.0% | 215 | 0.0% | 0.01% | +18.2% | |
| JPM | Buy | JPMorgan Chase & Co | $23,000 | +64.3% | 200 | +100.0% | 0.01% | +116.7% |
| MRNA | MODERNA INC | $23,000 | -17.9% | 163 | 0.0% | 0.01% | 0.0% | |
| BYND | Beyond Meat Inc | $24,000 | -50.0% | 1,000 | 0.0% | 0.01% | -40.9% | |
| SCHP | Schwab US TIPS ETFetf | $22,000 | -8.3% | 389 | 0.0% | 0.01% | +9.1% | |
| SNSR | GLOBAL X INTERNET OF THINGS ETFetf | $21,000 | -22.2% | 809 | 0.0% | 0.01% | -8.3% | |
| PGF | Buy | Invesco Financial Preferred ETFetf | $20,000 | +81.8% | 1,300 | +100.0% | 0.01% | +120.0% |
| SCHA | Sell | Schwab US Small-Cap ETFetf | $20,000 | -28.6% | 520 | -10.8% | 0.01% | -15.4% |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $21,000 | 0.0% | 400 | 0.0% | 0.01% | +10.0% | |
| EWS | iShares MSCI Singapore ETFetf | $21,000 | -16.0% | 1,200 | 0.0% | 0.01% | 0.0% | |
| RTX | Raytheon Technologies Ord | $18,000 | -5.3% | 187 | 0.0% | 0.01% | +11.1% | |
| CMCSA | Comcast Corp | $18,000 | -18.2% | 468 | 0.0% | 0.01% | 0.0% | |
| FLC | Flah&Crum Total Return | $18,000 | -10.0% | 1,000 | 0.0% | 0.01% | +11.1% | |
| DVN | Buy | Devon Energy Corp | $17,000 | +13.3% | 300 | +20.0% | 0.01% | +28.6% |
| GOOGL | Alphabet Inc A | $17,000 | -22.7% | 8 | 0.0% | 0.01% | -10.0% | |
| MFMS | MFAM Small-Cap Growth ETFetf | $16,000 | -23.8% | 667 | 0.0% | 0.01% | -10.0% | |
| AMAT | Applied Materials Inc | $16,000 | -30.4% | 175 | 0.0% | 0.01% | -10.0% | |
| WM | Waste Management Inc | $16,000 | 0.0% | 102 | 0.0% | 0.01% | +28.6% | |
| GOOG | Alphabet Inc C | $17,000 | -22.7% | 8 | 0.0% | 0.01% | -10.0% | |
| LEG | Leggett & Platt Inc | $17,000 | 0.0% | 500 | 0.0% | 0.01% | +12.5% | |
| VCIT | Sell | Vanguard Interm-Term Corp Bd ETFetf | $16,000 | -27.3% | 196 | -23.4% | 0.01% | -10.0% |
| FXH | First Trust Health Care AlphaDEXetf | $17,000 | -5.6% | 161 | 0.0% | 0.01% | +12.5% | |
| NVO | Sell | NOVO NORDISK A/S ADRadr | $17,000 | -19.0% | 150 | -21.1% | 0.01% | -10.0% |
| MA | MasterCard Inc | $16,000 | -11.1% | 50 | 0.0% | 0.01% | +12.5% | |
| AGG | iShares Core US Aggregate Bondetf | $17,000 | -5.6% | 172 | 0.0% | 0.01% | +12.5% | |
| ORCL | Oracle Corporation | $14,000 | -17.6% | 200 | 0.0% | 0.01% | 0.0% | |
| DUK | Duke Energy Corporation | $14,000 | -6.7% | 133 | 0.0% | 0.01% | +14.3% | |
| RPG | Sell | Guggenheim S&P 500 Pure Growth ETFetf | $14,000 | -58.8% | 93 | -49.2% | 0.01% | -46.7% |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $14,000 | -6.7% | 245 | 0.0% | 0.01% | +14.3% | |
| IYR | iShares US Real Estateetf | $15,000 | -11.8% | 158 | 0.0% | 0.01% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $14,000 | -17.6% | 11 | 0.0% | 0.01% | 0.0% | |
| CAT | CATERPILLAR INC. | $14,000 | -17.6% | 76 | 0.0% | 0.01% | 0.0% | |
| AVGO | Avago Technologies Ltd | $15,000 | -21.1% | 30 | 0.0% | 0.01% | -11.1% | |
| HRB | H&R Block Inc | $14,000 | +27.3% | 406 | 0.0% | 0.01% | +60.0% | |
| BDX | Becton Dickinson & Co | $15,000 | -6.2% | 60 | 0.0% | 0.01% | +14.3% | |
| NAD | Nuveen Quality Muni Income Fund | $15,000 | -6.2% | 1,233 | 0.0% | 0.01% | +14.3% | |
| PSTG | Pure Storage Inc | $15,000 | -25.0% | 575 | 0.0% | 0.01% | -11.1% | |
| RPTPRD | Sell | Ramco-Gershenson Properties Trustperp pfd-d cv | $14,000 | -53.3% | 300 | -40.0% | 0.01% | -42.9% |
| IWP | Ishares Russell MidCap Growth ETFetf | $12,000 | -20.0% | 150 | 0.0% | 0.01% | 0.0% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $12,000 | -25.0% | 85 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $13,000 | -18.8% | 161 | 0.0% | 0.01% | 0.0% | |
| DXJ | Sell | WisdomTree Japan Hedged Equityetf | $12,000 | -94.9% | 200 | -94.6% | 0.01% | -93.5% |
| TGT | New | TARGET CORPORATION | $13,000 | – | 90 | +100.0% | 0.01% | – |
| ITB | iShares US Home Constructionetf | $13,000 | -13.3% | 250 | 0.0% | 0.01% | 0.0% | |
| IWN | iShares Russell 2000 Valueetf | $12,000 | -14.3% | 85 | 0.0% | 0.01% | +16.7% | |
| PRF | PowerShares FTSE RAFI US 1000 ETFetf | $13,000 | -13.3% | 90 | 0.0% | 0.01% | 0.0% | |
| PFE | Pfizer Inc | $12,000 | 0.0% | 225 | 0.0% | 0.01% | +40.0% | |
| DPZ | Domino s Pizza Inc | $11,000 | 0.0% | 27 | 0.0% | 0.01% | +20.0% | |
| XOP | Sell | SPDR S&P Oil & Gas Exploration & Production ETFetf | $11,000 | -99.0% | 90 | -98.9% | 0.01% | -98.8% |
| COP | ConocoPhillips | $11,000 | -8.3% | 117 | 0.0% | 0.01% | +20.0% | |
| TMO | Thermo Fisher Scientific Inc | $11,000 | -8.3% | 20 | 0.0% | 0.01% | +20.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $11,000 | 0.0% | 310 | 0.0% | 0.01% | +20.0% | |
| UNP | Union Pacific Corp | $11,000 | -21.4% | 50 | 0.0% | 0.01% | 0.0% | |
| FE | New | FirstEnergy Corp | $11,000 | – | 285 | +100.0% | 0.01% | – |
| DIA | SPDR Dow Jones Industrial Averageetf | $11,000 | -8.3% | 36 | 0.0% | 0.01% | +20.0% | |
| FNDX | Schwab Fundamental US Large Company ETFetf | $10,000 | -9.1% | 195 | 0.0% | 0.01% | 0.0% | |
| VGK | Vanguard European Stock Index ETFetf | $9,000 | -10.0% | 165 | 0.0% | 0.01% | 0.0% | |
| QCOM | Qualcomm Inc | $10,000 | -16.7% | 80 | 0.0% | 0.01% | 0.0% | |
| SRCL | Stericycle Inc | $9,000 | -25.0% | 200 | 0.0% | 0.01% | 0.0% | |
| UA | UNDER ARMOUR INC-CLASS C | $10,000 | -50.0% | 1,271 | 0.0% | 0.01% | -44.4% | |
| UAA | UNDER ARMOUR INC. | $9,000 | -50.0% | 1,048 | 0.0% | 0.01% | -37.5% | |
| VMW | VMWare Inc | $9,000 | 0.0% | 81 | 0.0% | 0.01% | +25.0% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $10,000 | -28.6% | 300 | 0.0% | 0.01% | -16.7% | |
| PAYX | Paychex Inc | $9,000 | -18.2% | 80 | 0.0% | 0.01% | 0.0% | |
| CSCO | Cisco Systems Inc | $9,000 | -25.0% | 208 | 0.0% | 0.01% | 0.0% | |
| DE | Deere & Co | $9,000 | -25.0% | 29 | 0.0% | 0.01% | 0.0% | |
| DELL | Dell Inc | $9,000 | 0.0% | 185 | 0.0% | 0.01% | +25.0% | |
| CHDN | Churchill Downs Inc | $10,000 | -9.1% | 50 | 0.0% | 0.01% | 0.0% | |
| VNQI | Vanguard Global ex-US Real Estate ETFetf | $8,000 | -20.0% | 183 | 0.0% | 0.00% | -20.0% | |
| RSP | Guggenheim S&P 500A Equal Weightetf | $8,000 | -11.1% | 60 | 0.0% | 0.00% | 0.0% | |
| SCHZ | Schwab US Aggregate Bond ETFetf | $7,000 | -12.5% | 149 | 0.0% | 0.00% | 0.0% | |
| ACN | Sell | Accenture PLC | $8,000 | -52.9% | 30 | -40.0% | 0.00% | -50.0% |
| GLD | SPDR Gold Sharesetf | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| TAN | Sell | INVESCO SOLAR ETFetf | $8,000 | -66.7% | 115 | -63.5% | 0.00% | -63.6% |
| INVH | Invitation Homes Inc | $8,000 | -11.1% | 225 | 0.0% | 0.00% | 0.0% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $8,000 | -11.1% | 194 | 0.0% | 0.00% | 0.0% | |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETFetf | $7,000 | -12.5% | 281 | 0.0% | 0.00% | 0.0% | |
| AMD | Advanced Micro Devices Inc | $8,000 | -27.3% | 100 | 0.0% | 0.00% | -20.0% | |
| SIRI | Sirius XM Radio Inc | $7,000 | 0.0% | 1,100 | 0.0% | 0.00% | +33.3% | |
| NOC | Northrop Grumman Corp | $7,000 | 0.0% | 15 | 0.0% | 0.00% | +33.3% | |
| MS | Morgan Stanley | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $7,000 | 0.0% | 100 | 0.0% | 0.00% | +33.3% | |
| ALGN | Align Technology Inc | $7,000 | -46.2% | 30 | 0.0% | 0.00% | -33.3% | |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $7,000 | -22.2% | 210 | 0.0% | 0.00% | 0.0% | |
| BAH | Booz Allen Hamilton Holding Corp | $5,000 | +25.0% | 51 | 0.0% | 0.00% | +50.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $5,000 | -16.7% | 85 | 0.0% | 0.00% | 0.0% | |
| LOW | Sell | lowes companies incorporated | $6,000 | -45.5% | 35 | -36.4% | 0.00% | -40.0% |
| UPS | United Parcel Service Inc | $5,000 | 0.0% | 25 | 0.0% | 0.00% | +50.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $5,000 | -28.6% | 531 | 0.0% | 0.00% | 0.0% | |
| RQI | Cohen & Steers Qty Inc Realty Common | $6,000 | -14.3% | 444 | 0.0% | 0.00% | 0.0% | |
| MED | Medifast Inc | $5,000 | 0.0% | 30 | 0.0% | 0.00% | +50.0% | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $6,000 | -25.0% | 115 | 0.0% | 0.00% | -25.0% | |
| XLK | Technology Select Sector SPDRAetf | $6,000 | -14.3% | 46 | 0.0% | 0.00% | 0.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| NFLX | Buy | NETFLIX INC. | $6,000 | 0.0% | 37 | +117.6% | 0.00% | 0.0% |
| XLF | Financial Select Sector SPDRetf | $6,000 | -14.3% | 180 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INC | $6,000 | -25.0% | 61 | 0.0% | 0.00% | -25.0% | |
| PEP | PepsiCo Inc | $5,000 | 0.0% | 28 | 0.0% | 0.00% | +50.0% | |
| SWBI | Smith & Wesson Brands Inc | $5,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Co | $6,000 | -25.0% | 175 | 0.0% | 0.00% | -25.0% | |
| SCHE | Schwab Emerging Markets Equity ETFetf | $6,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% | |
| PWR | Quanta Services Inc | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| BSV | Vanguard Short Term Bond ETFetf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | +50.0% | |
| FNDA | Schwab Fundamental US Small Company ETFetf | $6,000 | -14.3% | 131 | 0.0% | 0.00% | 0.0% | |
| FNDF | Schwab Fundamental Intl Lg Co ETFetf | $6,000 | -14.3% | 227 | 0.0% | 0.00% | 0.0% | |
| Buy | GENERAL ELECTRIC COMPANY | $5,000 | +66.7% | 80 | +166.7% | 0.00% | +200.0% | |
| ANGL | Sell | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $5,000 | -37.5% | 190 | -24.0% | 0.00% | -25.0% |
| JOE | New | The St. Joe Co | $6,000 | – | 150 | +100.0% | 0.00% | – |
| CSX | CSX Corp | $3,000 | -25.0% | 96 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA Pharmaceuticals Inc | $3,000 | -25.0% | 180 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $3,000 | -25.0% | 20 | 0.0% | 0.00% | 0.0% | |
| BGT | BlackRock Floating Rate Inc Tr Common | $4,000 | 0.0% | 333 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $3,000 | 0.0% | 45 | 0.0% | 0.00% | +100.0% | |
| CAH | Cardinal Health Inc | $4,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CCL | Carnival Corpunit | $3,000 | -62.5% | 380 | 0.0% | 0.00% | -50.0% | |
| DAL | DELTA AIR LINES COMPANY NEW | $4,000 | -33.3% | 150 | 0.0% | 0.00% | -33.3% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% | |
| HWM | Howmet Aerospace Ord | $3,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $4,000 | -20.0% | 96 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $3,000 | 0.0% | 44 | 0.0% | 0.00% | +100.0% | |
| IJH | iShares Core S&P Mid-Capetf | $3,000 | -25.0% | 14 | 0.0% | 0.00% | 0.0% | |
| IBB | Ishares Nasdaq Biotechnologyetf | $3,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | +100.0% | |
| WOOD | iShares Global Timber & Forestryetf | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ICLN | iShares Global Clean Energyetf | $4,000 | -20.0% | 220 | 0.0% | 0.00% | 0.0% | |
| NTNX | Nutanix Inc | $3,000 | -40.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NVDA | NVIDIA Corp | $4,000 | -42.9% | 25 | 0.0% | 0.00% | -33.3% | |
| PG | Procter & Gamble Co | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM COMPANY | $3,000 | -25.0% | 18 | 0.0% | 0.00% | 0.0% | |
| FNDC | Schwab Fundamental Intl Sm Co ETFetf | $4,000 | -20.0% | 136 | 0.0% | 0.00% | 0.0% | |
| XLC | Communication Services Sel Sect SPDR ETFetf | $4,000 | -20.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SPLK | Splunk Inc | $4,000 | -33.3% | 40 | 0.0% | 0.00% | -33.3% | |
| STWD | Starwood Property Trust Inc. | $4,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| HNDL | Sell | Strategy Shares Nasdaq 7 Handl ETFns 7handl idx | $4,000 | -60.0% | 200 | -51.3% | 0.00% | -60.0% |
| RGR | STURM RUGER AND CO INC | $3,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% | |
| TEVA | Teva Pharmaceutical Industries Ltdadr | $3,000 | -25.0% | 418 | 0.0% | 0.00% | 0.0% | |
| VLO | Valero Energy Corp | $3,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% | |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $4,000 | -33.3% | 900 | 0.0% | 0.00% | -33.3% | |
| PNR | Pentair Plc | $4,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR Portfolio Developed Wld ex-US ETFetf | $1,000 | -50.0% | 49 | 0.0% | 0.00% | 0.0% | |
| COIN | Coinbase Global Inc Ordinary Shares - Class A | $1,000 | -80.0% | 25 | 0.0% | 0.00% | -50.0% | |
| WBA | Walgreen Boots Alliance Inc Com | $1,000 | -50.0% | 37 | 0.0% | 0.00% | 0.0% | |
| AMC | AMC Entertainment Holdings Inc | $1,000 | -50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| SNAP | Snap Inc Cl A | $2,000 | -60.0% | 150 | 0.0% | 0.00% | -50.0% | |
| CFVI | Buy | Cf Acquisition Corp Vi Com Cl A | $2,000 | +100.0% | 180 | +125.0% | 0.00% | – |
| BMY | Bristol-Myers Squibb Company | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC ADS REPSTG CL A ORD SHSspon ads | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ARNC | Arconic Inc | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| WH | Wyndham Hotels & Resorts Inc | $1,000 | -50.0% | 20 | 0.0% | 0.00% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $2,000 | -33.3% | 30 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS ORD WI | $1,000 | 0.0% | 99 | 0.0% | 0.00% | – | |
| AAL | American Airlines Group Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| MAR | Marriott International Inc | $2,000 | -33.3% | 18 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MDT | Medtronic Inc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| LL | Lumber Liquidators Holdings Inc | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SOFI | SoFi Technologies Inc | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SCHC | Schwab International Small-Cap Eq ETFetf | $2,000 | -33.3% | 79 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $1,000 | -50.0% | 5 | 0.0% | 0.00% | 0.0% | |
| QS | QuantumScape Corp | $1,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
| TEL | TE Connectivity Ltd | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| KMB | Kimberly-Clark Corp | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| JOAN | JOANN Inc | $2,000 | -33.3% | 265 | 0.0% | 0.00% | 0.0% | |
| IWF | iShares Russell 1000 Growthetf | $1,000 | -50.0% | 6 | 0.0% | 0.00% | 0.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NTR | Nutrien Ltd | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETFetf | $1,000 | 0.0% | 41 | 0.0% | 0.00% | – | |
| GM | GENERAL MOTORS CORPORATION | $1,000 | -50.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SCHH | Schwab US REIT ETFetf | $2,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $2,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| EVGO | EVGO CL A ORD | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| Buy | Enovix Corp | $2,000 | +100.0% | 190 | +111.1% | 0.00% | – | |
| VUG | Vanguard Growth ETFetf | $2,000 | -33.3% | 11 | 0.0% | 0.00% | 0.0% | |
| EBS | Emergent BioSolutions Inc | $2,000 | -33.3% | 80 | 0.0% | 0.00% | 0.0% | |
| JWN | Nordstrom Inc | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| New | DraftKings Inc Ordinary Shares - Class A | $1,000 | – | 100 | +100.0% | 0.00% | – | |
| DOW | Dow Chemical Co | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| MMM | 3M COMPANY | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| SPCE | Virgin Galactic Holdings Inc | $2,000 | -50.0% | 401 | 0.0% | 0.00% | -50.0% | |
| TFC | Truist Finl Corp Com | $1,000 | -50.0% | 30 | 0.0% | 0.00% | 0.0% | |
| IIVI | New | II-VI Inc | $2,000 | – | 30 | +100.0% | 0.00% | – |
| SCOR | comScore Inc | $1,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
| PHB | Exit | Invesco Fundamental Hi Yld Corp Bd ETFetf | $0 | – | -48 | -100.0% | 0.00% | – |
| BWX | Exit | SPDR Barclays International Treasury Bdetf | $0 | – | -21 | -100.0% | 0.00% | – |
| New | PROSHARES BITCOIN STRATEGY ETFbitcoin strate | $0 | – | 40 | +100.0% | 0.00% | – | |
| OGN | Organon &Co Common Stock | $0 | – | 4 | 0.0% | 0.00% | – | |
| NMI | Nuveen Municipal Income Common | $0 | – | 7 | 0.0% | 0.00% | – | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $0 | – | 7 | 0.0% | 0.00% | – | |
| ERTH | Invesco Cleantech ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| GRPN | Groupon Inc | $0 | – | 4 | 0.0% | 0.00% | – | |
| FNI | First Trust ISE Chindia Idxetf | $0 | – | 10 | 0.0% | 0.00% | – | |
| MJ | ETFMG Alternative Harvest ETFetf | $0 | – | 35 | 0.0% | 0.00% | – | |
| VTRS | Viatris Inc | $0 | – | 15 | 0.0% | 0.00% | – | |
| CFMS | Conformis Inc | $0 | – | 140 | 0.0% | 0.00% | – | |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| WAB | Buy | Westinghouse Air Brake Technologies Corp | $0 | – | 3 | +200.0% | 0.00% | – |
| BHC | Bausch Health Companies Inc | $0 | -100.0% | 50 | 0.0% | 0.00% | – | |
| JAZZ | Jazz Pharmaceuticals PLC | $0 | – | 3 | 0.0% | 0.00% | – | |
| JCI | Johnson Controls Inc | $0 | -100.0% | 9 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $0 | – | 2 | 0.0% | 0.00% | – | |
| PRTA | Buy | Prothena Corp PLC | $0 | – | 10 | +900.0% | 0.00% | – |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $0 | – | 4 | 0.0% | 0.00% | – | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| EBND | Exit | SPDR Blmbg Barclays Em Mkts Lcl Bd ETFetf | $0 | – | -2 | -100.0% | 0.00% | – |
| MNKKQ | Exit | Mallinckrodt PLC | $0 | – | -1 | -100.0% | 0.00% | – |
| XLRE | Real Estate Select Sector SPDRetf | $0 | – | 2 | 0.0% | 0.00% | – | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $0 | – | 5 | 0.0% | 0.00% | – | |
| SCHR | Exit | Schwab Intermediate-Term US Trs ETFetf | $0 | – | -49 | -100.0% | -0.00% | – |
| ST | Exit | Sensata Technologies Holding PLC | $0 | – | -50 | -100.0% | -0.00% | – |
| DKNG | Exit | DraftKings Inc Ordinary Shares - Class A | $0 | – | -100 | -100.0% | -0.00% | – |
| VMBS | Exit | Vanguard Mortgage-Backed Secs ETFetf | $0 | – | -186 | -100.0% | -0.00% | – |
| MFL | Exit | BlackRock MuniHoldings Inv Qty | $0 | – | -800 | -100.0% | -0.01% | – |
| WWJD | Exit | Inspire International ESG ETFetf | $0 | – | -456 | -100.0% | -0.01% | – |
| ALB | Exit | Albemarle Corp | $0 | – | -125 | -100.0% | -0.01% | – |
| XLI | Exit | Industrial Select Sector SPDRAsbi int-inds | $0 | – | -1,000 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-07
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.