$181 Million is the total value of Lowe Wealth Advisors, LLC's 357 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 14.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETFetf | $54,338,914 | +5.2% | 142,089 | -1.7% | 30.02% | -1.3% |
| USMV | Sell | iShares Tr MSCI USA MinVolatilityetf | $19,509,273 | +8.0% | 270,586 | -1.0% | 10.78% | +1.4% |
| QQQ | Sell | Invesco QQQ Trustunit ser 1 | $14,057,060 | -5.2% | 52,791 | -4.9% | 7.76% | -11.0% |
| VCSH | Sell | Vanguard Short-Term Corporate Bond ETFetf | $11,805,994 | +0.5% | 157,015 | -0.7% | 6.52% | -5.6% |
| JPST | Buy | JPMorgan Ultra-Short Income ETFetf | $10,239,091 | +1.2% | 204,251 | +1.2% | 5.66% | -5.1% |
| MINT | Sell | PIMCO Enhanced Short Maturity ETFetf | $9,683,919 | -2.1% | 98,164 | -1.9% | 5.35% | -8.1% |
| IAU | Sell | iShares Gold Trustetf | $9,334,077 | +1.0% | 269,849 | -7.9% | 5.16% | -5.2% |
| INFL | Buy | Horizon Kinetics Inflation Bnfcrs ETFhorizon kinetics | $6,102,984 | +17.2% | 193,869 | +3.6% | 3.37% | +10.0% |
| SH | Buy | ProShares Short S&P500etf | $4,189,948 | +7.7% | 261,382 | +16.1% | 2.32% | +1.1% |
| JEPI | Buy | JPMorgan Equity Premium Income ETFetf | $3,671,630 | +20.5% | 67,382 | +13.2% | 2.03% | +13.0% |
| VYM | Buy | Vanguard High Dividend Yield ETFetf | $3,656,154 | +36.9% | 33,788 | +20.1% | 2.02% | +28.5% |
| IYY | Sell | iShares DJ US Total Market Indexetf | $3,552,315 | +3.9% | 38,013 | -2.5% | 1.96% | -2.5% |
| BIL | New | SPDR Blmbg Barclays 1-3 Mth T-Bill ETFetf | $1,758,968 | – | 19,230 | +100.0% | 0.97% | – |
| MDY | Buy | SPDR S&P MidCap 400etf | $1,649,173 | +11.1% | 3,725 | +0.7% | 0.91% | +4.2% |
| XLE | Buy | Energy Select Sector SPDRAetf | $1,327,373 | +27.8% | 15,175 | +5.1% | 0.73% | +19.8% |
| QLTA | Sell | iShares Aaa - A Rated Corporate Bond ETFetf | $1,325,995 | -9.4% | 28,624 | -11.3% | 0.73% | -15.1% |
| MKC | Buy | McCormick & Company Inc | $1,179,135 | +16.3% | 14,225 | +0.0% | 0.65% | +9.0% |
| VNQ | Sell | Vanguard REIT ETFetf | $1,143,101 | -0.6% | 13,859 | -3.4% | 0.63% | -6.8% |
| IWV | iShares Russell 3000etf | $1,091,483 | +6.6% | 4,946 | 0.0% | 0.60% | 0.0% | |
| VZ | Sell | Verizon Communications Inc | $951,532 | -14.9% | 24,151 | -18.0% | 0.53% | -20.1% |
| GNR | Buy | SPDR S&P Global Natural Resources ETFetf | $748,958 | +16.8% | 13,135 | +1.4% | 0.41% | +9.8% |
| MSFT | Buy | Microsoft Corp | $696,342 | +3.6% | 2,904 | +0.6% | 0.38% | -2.8% |
| JSCP | New | JPMorgan Short Duration Core Plus ETFetf | $682,073 | – | 14,925 | +100.0% | 0.38% | – |
| IEFA | Sell | iShares Core MSCI EAFEetf | $654,606 | +14.2% | 10,620 | -2.3% | 0.36% | +7.4% |
| EPI | Sell | WisdomTree India Earnings ETFetf | $637,623 | +4.5% | 19,565 | -2.1% | 0.35% | -1.9% |
| XOM | Buy | Exxon Mobil Corporation | $631,578 | +28.6% | 5,726 | +1.7% | 0.35% | +20.8% |
| KRBN | Sell | KraneShares Global Carbon ETFetf | $621,449 | -3.4% | 17,040 | -1.4% | 0.34% | -9.3% |
| AAPL | Sell | APPLE INC. | $607,072 | -12.0% | 4,672 | -6.4% | 0.34% | -17.5% |
| IVOL | Sell | Quadratic Intrst Rt Vol & Infl H ETFquadrtc int rt | $584,582 | -9.5% | 25,855 | -11.3% | 0.32% | -15.0% |
| SMH | Sell | VanEck Vectors Semiconductor ETFetf | $530,688 | -3.9% | 2,615 | -12.2% | 0.29% | -9.8% |
| XLV | Sell | Health Care Select Sector SPDRsbi healthcare | $502,645 | +10.7% | 3,700 | -1.3% | 0.28% | +4.1% |
| XLU | Sell | Utilities SPDR ETFetf | $455,783 | -2.8% | 6,465 | -9.8% | 0.25% | -8.7% |
| PXH | Buy | Invesco FTSE RAFI Emerging Markets ETFetf | $425,541 | +15.0% | 24,151 | +5.6% | 0.24% | +7.8% |
| IEMG | iShares Core MSCI Emerging Marketsetf | $403,348 | +8.7% | 8,637 | 0.0% | 0.22% | +2.3% | |
| COPX | Buy | Global X Copper Miners ETFetf | $369,181 | +127.9% | 10,420 | +82.3% | 0.20% | +114.7% |
| AEE | Ameren Corp | $367,951 | +10.5% | 4,138 | 0.0% | 0.20% | +3.6% | |
| HDV | iShares High Dividendetf | $307,716 | +14.4% | 2,952 | 0.0% | 0.17% | +7.6% | |
| MPC | Marathon Petroleum Corp | $304,476 | +17.1% | 2,616 | 0.0% | 0.17% | +9.8% | |
| DSI | iShares MSCI KLD 400 Social ETFetf | $291,970 | +7.3% | 4,067 | 0.0% | 0.16% | +0.6% | |
| ADP | Automatic Data Processing | $290,215 | +5.5% | 1,215 | 0.0% | 0.16% | -1.2% | |
| VTI | Vanguard Total Stock Market ETFetf | $287,741 | +6.6% | 1,505 | 0.0% | 0.16% | 0.0% | |
| MKCV | McCormick & Company Inc | $271,161 | +12.5% | 3,300 | 0.0% | 0.15% | +5.6% | |
| PSK | Buy | SPDR Wells Fargo Preferred Stock ETFetf | $264,956 | -0.8% | 8,073 | +5.2% | 0.15% | -7.0% |
| UTG | Reaves Utility Income | $231,814 | +4.0% | 8,200 | 0.0% | 0.13% | -2.3% | |
| PPL | PPL Corp | $229,932 | +15.5% | 7,869 | 0.0% | 0.13% | +8.5% | |
| HSY | Hershey Co | $215,446 | +5.1% | 930 | 0.0% | 0.12% | -1.7% | |
| XAR | SPDR S&P Aerospace & Defense ETFetf | $213,497 | +19.9% | 1,940 | 0.0% | 0.12% | +12.4% | |
| JNJ | Buy | Johnson and Johnson | $200,342 | +25.2% | 1,134 | +15.5% | 0.11% | +18.1% |
| NOBL | ProShares S&P 500 Dividend Aristocratss&p 500 dv arist | $188,979 | +12.5% | 2,100 | 0.0% | 0.10% | +5.1% | |
| LMT | Lockheed Martin Corp | $183,407 | +25.6% | 377 | 0.0% | 0.10% | +17.4% | |
| BMI | Badger Meter Inc | $174,448 | +17.9% | 1,600 | 0.0% | 0.10% | +10.3% | |
| VUG | Buy | Vanguard Growth ETFetf | $162,177 | +8008.8% | 761 | +6818.2% | 0.09% | +8900.0% |
| ESGU | iShares ESG MSCI USA ETFetf | $154,669 | +6.7% | 1,825 | 0.0% | 0.08% | 0.0% | |
| IBM | Buy | International Business Machines Corp | $145,117 | +25.1% | 1,030 | +5.1% | 0.08% | +17.6% |
| NEM | Buy | Newmont Mining Corp | $139,948 | +20.6% | 2,965 | +7.2% | 0.08% | +13.2% |
| DTN | WisdomTree US Dividend ex-Financials ETFetf | $136,927 | +12.2% | 1,492 | 0.0% | 0.08% | +5.6% | |
| SLV | Ishares Silver Trustetf | $133,287 | +25.7% | 6,053 | 0.0% | 0.07% | +19.4% | |
| CVX | CHEVRON CORPORATION | $132,464 | +25.0% | 738 | 0.0% | 0.07% | +17.7% | |
| MRK | Sell | MERCK & CO. INC. | $131,587 | +10.6% | 1,186 | -14.4% | 0.07% | +4.3% |
| ACWX | iShares MSCI ACWI ex US ETFetf | $129,994 | +14.0% | 2,857 | 0.0% | 0.07% | +7.5% | |
| KO | Buy | Coca-Cola Co | $129,637 | +18.9% | 2,038 | +5.2% | 0.07% | +12.5% |
| UNH | Sell | UnitedHealth Group Inc | $122,950 | -10.3% | 232 | -14.7% | 0.07% | -16.0% |
| FCX | Freeport-McMoran Copper & Gold | $120,042 | +39.6% | 3,159 | 0.0% | 0.07% | +29.4% | |
| SBUX | Starbucks Corp | $115,866 | +18.2% | 1,168 | 0.0% | 0.06% | +10.3% | |
| IPAC | iShares Core MSCI Pacific ETFetf | $116,732 | +12.2% | 2,175 | 0.0% | 0.06% | +4.9% | |
| PRU | Sell | Prudential Financial Inc | $114,976 | -10.9% | 1,156 | -23.2% | 0.06% | -15.8% |
| V | Visa Inc | $112,658 | +17.4% | 542 | 0.0% | 0.06% | +8.8% | |
| OEF | iShares S&P 100 Index Fund CBOEetf | $111,894 | +4.6% | 656 | 0.0% | 0.06% | -1.6% | |
| SHY | Buy | iShares 1-3 Year Treasury Bondetf | $109,580 | +291.4% | 1,350 | +285.7% | 0.06% | +281.2% |
| AMZN | Buy | Amazon.com Inc | $107,100 | -13.6% | 1,275 | +15.9% | 0.06% | -19.2% |
| PXF | Buy | Invesco FTSE RAFI Dev Mkts ex-US ETFetf | $98,865 | +26.8% | 2,380 | +6.7% | 0.06% | +19.6% |
| SCHX | Schwab US Large-Cap ETFetf | $98,788 | +6.2% | 2,188 | 0.0% | 0.06% | 0.0% | |
| SNY | Sanofiadr | $96,860 | +27.4% | 2,000 | 0.0% | 0.05% | +20.0% | |
| IVW | iShares S&P 500 Growthetf | $96,408 | +1.5% | 1,648 | 0.0% | 0.05% | -5.4% | |
| TROW | T. Rowe Price Group Inc | $93,792 | +4.2% | 860 | 0.0% | 0.05% | -1.9% | |
| GIS | General Mills Inc | $93,660 | +8.9% | 1,117 | 0.0% | 0.05% | +2.0% | |
| ICE | Intercontinental Exchange Inc | $94,896 | +13.0% | 925 | 0.0% | 0.05% | +6.1% | |
| DVY | iShares Select Dividendetf | $92,500 | +12.8% | 767 | 0.0% | 0.05% | +6.2% | |
| HD | Sell | HOME DEPOT INC. | $84,861 | -3.6% | 269 | -15.7% | 0.05% | -9.6% |
| DIS | DISNEY WALT COMPANY | $83,438 | -8.3% | 960 | 0.0% | 0.05% | -14.8% | |
| IDV | Sell | iShares International Select Dividendetf | $81,480 | +16.4% | 3,000 | -3.2% | 0.04% | +9.8% |
| FB | Buy | Facebook Inc | $82,072 | +8.0% | 682 | +21.4% | 0.04% | 0.0% |
| XOP | SPDR S&P Oil & Gas Exploration & Production ETFetf | $80,169 | +8.3% | 590 | 0.0% | 0.04% | 0.0% | |
| ABBV | Abbvie Inc | $76,765 | +19.9% | 475 | 0.0% | 0.04% | +10.5% | |
| SLF | Buy | Sun Life Financial Inc | $70,692 | +35.9% | 1,523 | +16.4% | 0.04% | +25.8% |
| PNC | Buy | PNC Financial Services Group Inc | $67,914 | +47.6% | 430 | +39.6% | 0.04% | +40.7% |
| COST | Costco Wholesale Corp | $69,388 | -3.6% | 152 | 0.0% | 0.04% | -9.5% | |
| BR | Broadridge Financial Solutions Inc | $65,858 | -7.2% | 491 | 0.0% | 0.04% | -14.3% | |
| ESGD | iShares ESG Aware MSCI EAFE ETFetf | $65,740 | +17.4% | 1,000 | 0.0% | 0.04% | +9.1% | |
| KT | KT Corpadr | $63,450 | +11.3% | 4,700 | 0.0% | 0.04% | +2.9% | |
| ROK | Rockwell Automation Inc | $63,877 | +20.5% | 248 | 0.0% | 0.04% | +12.9% | |
| APD | Air Products & Chemicals Inc | $61,652 | +31.2% | 200 | 0.0% | 0.03% | +21.4% | |
| IWR | New | iShares Russell Mid-Capetf | $60,705 | – | 900 | +100.0% | 0.03% | – |
| DNP | DNP Select Income Common | $59,558 | +8.3% | 5,294 | 0.0% | 0.03% | +3.1% | |
| MCD | Buy | McDonald s Corp | $59,031 | +103.6% | 224 | +80.6% | 0.03% | +94.1% |
| VTV | Vanguard Value ETFetf | $57,832 | +13.4% | 412 | 0.0% | 0.03% | +6.7% | |
| T | AT&T Inc | $58,351 | +19.1% | 3,170 | 0.0% | 0.03% | +10.3% | |
| CVS | Buy | CVS CAREMARK CORPORATION | $57,032 | -1.7% | 612 | +0.2% | 0.03% | -5.9% |
| AMGN | AMGEN INC. | $58,306 | +16.6% | 222 | 0.0% | 0.03% | +10.3% | |
| LYV | Live Nation Entertainment Inc | $55,792 | -8.5% | 800 | 0.0% | 0.03% | -13.9% | |
| EEM | iShares MSCI Emerging Marketsetf | $56,964 | +9.5% | 1,503 | 0.0% | 0.03% | 0.0% | |
| CEF | Sprott Physical Gold and Silver Trusttr unit | $53,790 | +14.4% | 3,000 | 0.0% | 0.03% | +7.1% | |
| AMP | Ameriprise Financial Inc | $51,999 | +23.8% | 167 | 0.0% | 0.03% | +16.0% | |
| USRT | iShares Core US REIT ETFetf | $49,351 | +5.0% | 998 | 0.0% | 0.03% | -3.6% | |
| AEP | American Electric Power Co Inc | $48,519 | +10.3% | 511 | 0.0% | 0.03% | +3.8% | |
| PEP | Buy | PepsiCo Inc | $46,610 | +832.2% | 258 | +821.4% | 0.03% | +766.7% |
| PLD | Prologis Inc | $47,685 | +10.9% | 423 | 0.0% | 0.03% | +4.0% | |
| WMT | Buy | Wal-Mart Stores Inc | $47,346 | +57.8% | 334 | +42.7% | 0.03% | +44.4% |
| AUY | Yamana Gold Inc | $44,400 | +23.3% | 8,000 | 0.0% | 0.02% | +19.0% | |
| XEL | Xcel Energy Inc | $46,132 | +9.8% | 658 | 0.0% | 0.02% | 0.0% | |
| RTX | Raytheon Technologies Ord | $43,194 | +23.4% | 428 | 0.0% | 0.02% | +14.3% | |
| GDX | Market Vectors Gold Miners ETFetf | $42,990 | +19.4% | 1,500 | 0.0% | 0.02% | +14.3% | |
| NOC | Northrop Grumman Corp | $41,466 | +15.2% | 76 | 0.0% | 0.02% | +9.5% | |
| DVN | Sell | Devon Energy Corp | $42,319 | -10.0% | 688 | -12.7% | 0.02% | -17.9% |
| INTC | INTEL CORP | $42,070 | +2.6% | 1,592 | 0.0% | 0.02% | -4.2% | |
| GOOG | Buy | Alphabet Inc C | $40,816 | +172.1% | 460 | +187.5% | 0.02% | +155.6% |
| TSLA | TESLA MTRS INC | $38,063 | -53.6% | 309 | 0.0% | 0.02% | -56.2% | |
| EXC | Exelon Corp | $37,610 | +14.0% | 870 | 0.0% | 0.02% | +10.5% | |
| RING | iShares MSCI Global Gold Minersetf | $37,135 | +19.8% | 1,663 | 0.0% | 0.02% | +16.7% | |
| GRMN | Garmin Ltd | $36,916 | +15.4% | 400 | 0.0% | 0.02% | +5.3% | |
| IVV | iShares Core S&P 500etf | $36,884 | +8.5% | 96 | 0.0% | 0.02% | 0.0% | |
| BRKB | Berkshire Hathaway Inc | $37,068 | +15.8% | 120 | 0.0% | 0.02% | +5.3% | |
| BP | Sell | BP PLCadr | $34,092 | -25.9% | 976 | -39.6% | 0.02% | -29.6% |
| MOO | Market Vectors Agribusiness ETFetf | $33,907 | +6.0% | 395 | 0.0% | 0.02% | 0.0% | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltdsponsored ads | $33,669 | +8.6% | 452 | 0.0% | 0.02% | +5.6% | |
| IJR | iShares Core S&P Small-Capetf | $33,976 | +9.6% | 359 | 0.0% | 0.02% | +5.6% | |
| SNPS | Synopsys Inc | $31,929 | +3.0% | 100 | 0.0% | 0.02% | 0.0% | |
| HLT | Hilton Worldwide Holdings Inc | $32,222 | +3.9% | 255 | 0.0% | 0.02% | 0.0% | |
| SHYG | iShares 0-5 Year High Yield Corp Bd ETFetf | $33,223 | +3.8% | 813 | 0.0% | 0.02% | -5.3% | |
| ENPH | Enphase Energy Inc | $30,470 | -4.8% | 115 | 0.0% | 0.02% | -10.5% | |
| SPYG | SPDR S&P 500 Growthetf | $29,946 | -0.2% | 591 | 0.0% | 0.02% | -5.6% | |
| DUK | Duke Energy Corporation | $30,794 | +10.0% | 299 | 0.0% | 0.02% | +6.2% | |
| CME | CME Group Inc/IL | $29,428 | -5.1% | 175 | 0.0% | 0.02% | -11.1% | |
| MRNA | MODERNA INC | $29,278 | +54.1% | 163 | 0.0% | 0.02% | +45.5% | |
| XLB | Materials Select Sector SPDRAetf | $28,586 | +14.3% | 368 | 0.0% | 0.02% | +6.7% | |
| TMO | Thermo Fisher Scientific Inc | $28,636 | +10.1% | 52 | 0.0% | 0.02% | +6.7% | |
| BAC | Bank of America Corporation | $28,814 | +10.8% | 870 | 0.0% | 0.02% | +6.7% | |
| SDY | SPDR S&P Dividend ETFetf | $27,024 | +12.6% | 216 | 0.0% | 0.02% | +7.1% | |
| IWM | iShares Russell 2000etf | $27,549 | +6.0% | 158 | 0.0% | 0.02% | 0.0% | |
| SYK | Sell | Stryker Corporation | $26,894 | -10.4% | 110 | -26.7% | 0.02% | -16.7% |
| SCHF | Schwab International Equity ETFetf | $25,575 | +16.2% | 794 | 0.0% | 0.01% | +7.7% | |
| PWR | Quanta Services Inc | $24,795 | +12.7% | 174 | 0.0% | 0.01% | +7.7% | |
| VIAC | Paramount Global Class B | $25,725 | -11.3% | 1,524 | 0.0% | 0.01% | -17.6% | |
| PFF | iShares US Preferred Stocketf | $25,951 | -3.9% | 850 | 0.0% | 0.01% | -12.5% | |
| F | Sell | Ford Motor Company | $25,528 | -14.9% | 2,195 | -18.6% | 0.01% | -22.2% |
| MAIN | Main Street Capital Corp | $25,865 | +7.8% | 700 | 0.0% | 0.01% | 0.0% | |
| ABT | ABBOTT LABORATORIES | $23,605 | +12.4% | 215 | 0.0% | 0.01% | +8.3% | |
| SNSR | GLOBAL X INTERNET OF THINGS ETFetf | $23,388 | +16.9% | 809 | 0.0% | 0.01% | +8.3% | |
| EWS | iShares MSCI Singapore ETFetf | $22,572 | +7.5% | 1,200 | 0.0% | 0.01% | 0.0% | |
| IVE | iShares S&P 500 Value ETFetf | $21,035 | +10.7% | 145 | 0.0% | 0.01% | +9.1% | |
| SCHA | Schwab US Small-Cap ETFetf | $21,065 | +5.3% | 520 | 0.0% | 0.01% | 0.0% | |
| SCHP | Schwab US TIPS ETFetf | $20,146 | +0.7% | 389 | 0.0% | 0.01% | -8.3% | |
| JPM | Sell | JPMorgan Chase & Co | $20,115 | -4.2% | 150 | -25.0% | 0.01% | -8.3% |
| VLO | Valero Energy Corp | $19,663 | +15.7% | 155 | 0.0% | 0.01% | +10.0% | |
| XLI | New | Industrial Select Sector SPDRAsbi int-inds | $19,642 | – | 200 | +100.0% | 0.01% | – |
| UTF | Cohen & Steers Infrastructure Common | $19,384 | +2.0% | 808 | 0.0% | 0.01% | 0.0% | |
| ADM | Archer-Daniels Midland Co | $19,591 | +15.2% | 211 | 0.0% | 0.01% | +10.0% | |
| LXPPRC | Lexington Realty Trustpfd conv ser c | $19,000 | 0.0% | 400 | 0.0% | 0.01% | -9.1% | |
| CAT | CATERPILLAR INC. | $18,207 | +51.7% | 76 | 0.0% | 0.01% | +42.9% | |
| CL | New | Colgate-Palmolive Co | $18,043 | – | 229 | +100.0% | 0.01% | – |
| PGF | Invesco Financial Preferred ETFetf | $18,720 | -6.4% | 1,300 | 0.0% | 0.01% | -16.7% | |
| FXH | First Trust Health Care AlphaDEXetf | $17,506 | +9.4% | 161 | 0.0% | 0.01% | +11.1% | |
| AVGO | Avago Technologies Ltd | $17,236 | +23.1% | 31 | 0.0% | 0.01% | +25.0% | |
| SQ | SQUARE INC Acl a | $17,909 | +11.9% | 285 | 0.0% | 0.01% | +11.1% | |
| MA | MasterCard Inc | $17,387 | +24.2% | 50 | 0.0% | 0.01% | +25.0% | |
| CSX | Buy | CSX Corp | $16,357 | +445.2% | 528 | +450.0% | 0.01% | +350.0% |
| GOOGL | Alphabet Inc A | $15,881 | -6.6% | 180 | 0.0% | 0.01% | -10.0% | |
| ABC | AmerisourceBergen Corp | $16,074 | +23.6% | 97 | 0.0% | 0.01% | +12.5% | |
| CMCSA | Comcast Corp | $16,366 | +16.9% | 468 | 0.0% | 0.01% | +12.5% | |
| FLC | Flah&Crum Total Return | $15,790 | -1.3% | 1,000 | 0.0% | 0.01% | 0.0% | |
| AGG | iShares Core US Aggregate Bondetf | $16,682 | -1.9% | 172 | 0.0% | 0.01% | -10.0% | |
| LEG | Leggett & Platt Inc | $16,115 | -5.2% | 500 | 0.0% | 0.01% | -10.0% | |
| OKE | ONEOK Inc | $16,491 | +26.9% | 251 | 0.0% | 0.01% | +12.5% | |
| ORCL | Oracle Corporation | $16,348 | +36.2% | 200 | 0.0% | 0.01% | +28.6% | |
| PG | Buy | Procter & Gamble Co | $15,914 | +430.5% | 105 | +320.0% | 0.01% | +350.0% |
| PSTG | Pure Storage Inc | $15,387 | -3.8% | 575 | 0.0% | 0.01% | 0.0% | |
| WM | Waste Management Inc | $16,002 | +0.0% | 102 | 0.0% | 0.01% | 0.0% | |
| COP | ConocoPhillips | $13,806 | +15.0% | 117 | 0.0% | 0.01% | +14.3% | |
| BDX | Becton Dickinson & Co | $15,258 | +17.4% | 60 | 0.0% | 0.01% | 0.0% | |
| VCIT | Vanguard Interm-Term Corp Bd ETFetf | $15,192 | +1.3% | 196 | 0.0% | 0.01% | -11.1% | |
| RPG | Guggenheim S&P 500 Pure Growth ETFetf | $14,100 | +8.5% | 93 | 0.0% | 0.01% | 0.0% | |
| ITB | iShares US Home Constructionetf | $15,151 | +16.5% | 250 | 0.0% | 0.01% | 0.0% | |
| ITOT | iShares Core S&P Total US Stock Mktetf | $13,653 | +5.0% | 161 | 0.0% | 0.01% | 0.0% | |
| CMG | Chipotle Mexican Grill Inc | $15,262 | -10.2% | 11 | 0.0% | 0.01% | -20.0% | |
| PRF | PowerShares FTSE RAFI US 1000 ETFetf | $13,964 | +16.4% | 90 | 0.0% | 0.01% | +14.3% | |
| CSCO | Buy | Cisco Systems Inc | $14,673 | +83.4% | 308 | +48.1% | 0.01% | +60.0% |
| NOK | Nokia Oyjsponsered adr | $13,669 | +5.1% | 2,946 | 0.0% | 0.01% | 0.0% | |
| KMB | Buy | Kimberly-Clark Corp | $15,068 | +1406.8% | 111 | +1010.0% | 0.01% | +700.0% |
| NAD | Nuveen Quality Muni Income Fund | $14,549 | +3.9% | 1,233 | 0.0% | 0.01% | 0.0% | |
| HRB | H&R Block Inc | $14,823 | -12.8% | 406 | 0.0% | 0.01% | -20.0% | |
| EEMV | iShares MSCI EmrgMkts MinVolatilityetf | $12,997 | +8.3% | 245 | 0.0% | 0.01% | 0.0% | |
| TGT | TARGET CORPORATION | $13,414 | +3.2% | 90 | 0.0% | 0.01% | -12.5% | |
| FE | FirstEnergy Corp | $11,953 | +8.7% | 285 | 0.0% | 0.01% | +16.7% | |
| IWN | iShares Russell 2000 Valueetf | $11,787 | +7.2% | 85 | 0.0% | 0.01% | +16.7% | |
| DXJ | WisdomTree Japan Hedged Equityetf | $12,858 | +7.2% | 200 | 0.0% | 0.01% | 0.0% | |
| IWP | Ishares Russell MidCap Growth ETFetf | $12,540 | +4.5% | 150 | 0.0% | 0.01% | 0.0% | |
| DE | Deere & Co | $12,434 | +24.3% | 29 | 0.0% | 0.01% | +16.7% | |
| RSP | Buy | Guggenheim S&P 500A Equal Weightetf | $12,006 | +50.1% | 85 | +41.7% | 0.01% | +40.0% |
| DG | Sell | Dollar General Corp | $12,313 | -48.7% | 50 | -50.0% | 0.01% | -50.0% |
| IYR | iShares US Real Estateetf | $13,302 | +2.3% | 158 | 0.0% | 0.01% | -12.5% | |
| DIA | SPDR Dow Jones Industrial Averageetf | $11,928 | +19.3% | 36 | 0.0% | 0.01% | +16.7% | |
| XLY | Consumer Discret Select Sector SPDRAsbi cons discr | $10,979 | -8.5% | 85 | 0.0% | 0.01% | -14.3% | |
| GDXJ | Market Vectors Junior Gold Miners ETFetf | $10,695 | +18.8% | 300 | 0.0% | 0.01% | +20.0% | |
| BLL | Ball Corp | $11,251 | +2.3% | 220 | 0.0% | 0.01% | 0.0% | |
| UAA | UNDER ARMOUR INC. | $10,648 | +52.1% | 1,048 | 0.0% | 0.01% | +50.0% | |
| SRCL | Stericycle Inc | $9,978 | +24.7% | 200 | 0.0% | 0.01% | +20.0% | |
| MYD | New | BlackRock MuniYield | $10,462 | – | 1,005 | +100.0% | 0.01% | – |
| NFLX | NETFLIX INC. | $10,911 | +21.2% | 37 | 0.0% | 0.01% | +20.0% | |
| AMAT | Sell | Applied Materials Inc | $11,686 | -16.5% | 120 | -31.4% | 0.01% | -25.0% |
| UNP | Union Pacific Corp | $10,354 | +3.5% | 50 | 0.0% | 0.01% | 0.0% | |
| PFE | Pfizer Inc | $11,529 | +15.3% | 225 | 0.0% | 0.01% | 0.0% | |
| FNDX | Schwab Fundamental US Large Company ETFetf | $10,421 | +15.8% | 195 | 0.0% | 0.01% | +20.0% | |
| UA | UNDER ARMOUR INC-CLASS C | $11,337 | +41.7% | 1,271 | 0.0% | 0.01% | +20.0% | |
| CHDN | Churchill Downs Inc | $10,572 | +17.5% | 50 | 0.0% | 0.01% | +20.0% | |
| DJP | iPath DJ-UBS Commodity Index TR ETNetn | $10,450 | +4.5% | 310 | 0.0% | 0.01% | 0.0% | |
| TLT | New | iShares Barclay 20 Plus Year Treas Bondetf | $9,956 | – | 100 | +100.0% | 0.01% | – |
| DPZ | Domino s Pizza Inc | $9,353 | +16.9% | 27 | 0.0% | 0.01% | 0.0% | |
| VMW | VMWare Inc | $9,944 | +10.5% | 81 | 0.0% | 0.01% | 0.0% | |
| VGK | Vanguard European Stock Index ETFetf | $9,148 | +14.4% | 165 | 0.0% | 0.01% | 0.0% | |
| TAN | INVESCO SOLAR ETFetf | $8,388 | +4.8% | 115 | 0.0% | 0.01% | 0.0% | |
| MS | Morgan Stanley | $8,502 | +6.3% | 100 | 0.0% | 0.01% | 0.0% | |
| PAYX | Paychex Inc | $9,245 | +2.7% | 80 | 0.0% | 0.01% | 0.0% | |
| GS | Sell | Goldman Sachs Group Inc | $8,585 | -61.0% | 25 | -66.7% | 0.01% | -61.5% |
| QCOM | Qualcomm Inc | $8,795 | -2.3% | 80 | 0.0% | 0.01% | 0.0% | |
| MMM | Buy | 3M COMPANY | $6,596 | +559.6% | 55 | +1000.0% | 0.00% | +300.0% |
| NKE | NIKE INC | $7,247 | +44.9% | 62 | 0.0% | 0.00% | +33.3% | |
| VEA | Vanguard FTSE Developed Markets ETFetf | $8,142 | +16.3% | 194 | 0.0% | 0.00% | 0.0% | |
| VNQI | Vanguard Global ex-US Real Estate ETFetf | $7,565 | +8.1% | 183 | 0.0% | 0.00% | 0.0% | |
| INVH | Invitation Homes Inc | $6,669 | -16.6% | 225 | 0.0% | 0.00% | -20.0% | |
| GLD | Sell | SPDR Gold Sharesetf | $7,464 | -6.7% | 44 | -12.0% | 0.00% | -20.0% |
| XLP | Consumer Staples Select Sector SPDRAsbi cons stpls | $7,455 | +6.5% | 100 | 0.0% | 0.00% | 0.0% | |
| FNDE | Schwab Fundamental Emerg Mkts Lg Co ETFetf | $6,963 | -0.5% | 281 | 0.0% | 0.00% | 0.0% | |
| BOTZ | Global X Robotics & Artfcl Intllgnc ETFetf | $7,809 | +11.6% | 380 | 0.0% | 0.00% | 0.0% | |
| AZN | ASTRAZENECA PLC -SPONS ADRadr | $6,780 | +35.6% | 100 | 0.0% | 0.00% | +33.3% | |
| FNDF | Schwab Fundamental Intl Lg Co ETFetf | $6,599 | +10.0% | 227 | 0.0% | 0.00% | 0.0% | |
| LOW | lowes companies incorporated | $7,010 | +0.1% | 35 | 0.0% | 0.00% | 0.0% | |
| SCHZ | Schwab US Aggregate Bond ETFetf | $6,802 | -2.8% | 149 | 0.0% | 0.00% | 0.0% | |
| ISCG | iShares Morningstar Small-Cap Growth ETFetf | $7,568 | +8.1% | 210 | 0.0% | 0.00% | 0.0% | |
| AMD | Advanced Micro Devices Inc | $6,477 | +8.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GENERAL ELECTRIC COMPANY | $6,703 | +34.1% | 80 | 0.0% | 0.00% | +33.3% | ||
| ACN | Accenture PLC | $8,005 | +0.1% | 30 | 0.0% | 0.00% | -20.0% | |
| STOR | New | STORE Capital Corp | $7,214 | – | 225 | +100.0% | 0.00% | – |
| CCJ | Buy | Cameco Corp | $6,801 | +36.0% | 300 | +50.0% | 0.00% | +33.3% |
| DELL | Dell Inc | $7,441 | +24.0% | 185 | 0.0% | 0.00% | 0.0% | |
| IJT | iShares S&P Small-Cap 600 Growthetf | $5,404 | +8.1% | 50 | 0.0% | 0.00% | 0.0% | |
| TAP | New | Molson Coors Brewing Co Bcl b | $5,152 | – | 100 | +100.0% | 0.00% | – |
| NTNX | Nutanix Inc | $5,210 | +30.2% | 200 | 0.0% | 0.00% | +50.0% | |
| MFMS | MFAM Small-Cap Growth ETFetf | $4,890 | -2.2% | 200 | 0.0% | 0.00% | 0.0% | |
| RRC | Range Resources Corp | $5,104 | +2.1% | 204 | 0.0% | 0.00% | 0.0% | |
| FIW | First Trust Water ETFetf | $4,762 | +19.0% | 60 | 0.0% | 0.00% | +50.0% | |
| JOE | The St. Joe Co | $5,798 | +16.0% | 150 | 0.0% | 0.00% | 0.0% | |
| SCHE | Schwab Emerging Markets Equity ETFetf | $5,231 | +4.6% | 221 | 0.0% | 0.00% | 0.0% | |
| FNDA | Schwab Fundamental US Small Company ETFetf | $6,120 | +2.0% | 131 | 0.0% | 0.00% | -25.0% | |
| XLF | Financial Select Sector SPDRetf | $6,156 | +23.1% | 180 | 0.0% | 0.00% | 0.0% | |
| RQI | Cohen & Steers Qty Inc Realty Common | $5,106 | +2.1% | 444 | 0.0% | 0.00% | 0.0% | |
| XLK | Technology Select Sector SPDRAetf | $5,724 | +14.5% | 46 | 0.0% | 0.00% | 0.0% | |
| LUV | Southwest Airlines Co | $5,892 | +17.8% | 175 | 0.0% | 0.00% | 0.0% | |
| CAH | Cardinal Health Inc | $5,381 | +7.6% | 70 | 0.0% | 0.00% | 0.0% | |
| BAH | Booz Allen Hamilton Holding Corp | $5,331 | +6.6% | 51 | 0.0% | 0.00% | 0.0% | |
| ANGL | VanEck Vectors Fallen Angel HiYld Bd ETFetf | $5,134 | +2.7% | 190 | 0.0% | 0.00% | 0.0% | |
| BSV | Vanguard Short Term Bond ETFetf | $4,743 | -5.1% | 63 | 0.0% | 0.00% | 0.0% | |
| ALGN | Align Technology Inc | $6,327 | +5.4% | 30 | 0.0% | 0.00% | -25.0% | |
| IXUS | iShares Core MSCI Total Intl Stketf | $4,920 | +23.0% | 85 | 0.0% | 0.00% | +50.0% | |
| SPLK | Splunk Inc | $3,444 | +14.8% | 40 | 0.0% | 0.00% | 0.0% | |
| HWM | Howmet Aerospace Ord | $3,941 | +31.4% | 100 | 0.0% | 0.00% | 0.0% | |
| NVDA | NVIDIA Corp | $3,658 | +21.9% | 25 | 0.0% | 0.00% | 0.0% | |
| CCL | Carnival Corpunit | $3,063 | +2.1% | 380 | 0.0% | 0.00% | 0.0% | |
| STWD | Starwood Property Trust Inc. | $3,299 | +10.0% | 180 | 0.0% | 0.00% | 0.0% | |
| BFB | Brown-Forman Corp | $2,956 | -1.5% | 45 | 0.0% | 0.00% | 0.0% | |
| ACAD | ACADIA Pharmaceuticals Inc | $2,866 | -4.5% | 180 | 0.0% | 0.00% | 0.0% | |
| FNDC | Schwab Fundamental Intl Sm Co ETFetf | $4,251 | +6.3% | 136 | 0.0% | 0.00% | 0.0% | |
| SKYY | 1st Trust Cloud Computing ETF | $4,033 | +0.8% | 70 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair Plc | $3,463 | +15.4% | 77 | 0.0% | 0.00% | 0.0% | |
| IJK | iShares S&P MidCap 400 Growthetf | $2,732 | -8.9% | 40 | 0.0% | 0.00% | 0.0% | |
| IBB | Ishares Nasdaq Biotechnologyetf | $3,282 | +9.4% | 25 | 0.0% | 0.00% | 0.0% | |
| FHLC | Fidelity MSCI Health Care ETFetf | $3,199 | +6.6% | 50 | 0.0% | 0.00% | 0.0% | |
| WOOD | iShares Global Timber & Forestryetf | $3,638 | +21.3% | 50 | 0.0% | 0.00% | 0.0% | |
| AXP | American Express Co | $2,955 | -1.5% | 20 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares Core S&P Mid-Capetf | $3,386 | +12.9% | 14 | 0.0% | 0.00% | 0.0% | |
| EFA | iShares MSCI EAFEetf | $2,888 | +44.4% | 44 | 0.0% | 0.00% | +100.0% | |
| XLC | Communication Services Sel Sect SPDR ETFetf | $3,599 | -10.0% | 75 | 0.0% | 0.00% | 0.0% | |
| VEGI | iShares MSCI Glbl Agriculture Producersetf | $4,114 | +2.8% | 96 | 0.0% | 0.00% | 0.0% | |
| MED | Medifast Inc | $3,461 | +15.4% | 30 | 0.0% | 0.00% | 0.0% | |
| SWBI | Smith & Wesson Brands Inc | $3,472 | -13.2% | 400 | 0.0% | 0.00% | 0.0% | |
| FAN | First Trust Global Wind Energy ETFetf | $3,464 | +15.5% | 200 | 0.0% | 0.00% | 0.0% | |
| ICLN | iShares Global Clean Energyetf | $4,367 | +9.2% | 220 | 0.0% | 0.00% | 0.0% | |
| BGT | BlackRock Floating Rate Inc Tr Common | $3,643 | -8.9% | 333 | 0.0% | 0.00% | 0.0% | |
| UPS | United Parcel Service Inc (UPS) | $4,346 | +8.6% | 25 | 0.0% | 0.00% | 0.0% | |
| SPDW | SPDR Portfolio Developed Wld ex-US ETFetf | $1,455 | +45.5% | 49 | 0.0% | 0.00% | 0.0% | |
| Buy | RUMBLE CL A ORD | $2,380 | -20.7% | 400 | +53.8% | 0.00% | -50.0% | |
| GM | GENERAL MOTORS CORPORATION | $1,346 | +34.6% | 40 | 0.0% | 0.00% | 0.0% | |
| SCHC | Schwab International Small-Cap Eq ETFetf | $2,486 | +24.3% | 79 | 0.0% | 0.00% | 0.0% | |
| HBI | New | Hanesbrands Inc | $1,590 | – | 250 | +100.0% | 0.00% | – |
| SNAP | Snap Inc Cl A | $1,343 | +34.3% | 150 | 0.0% | 0.00% | 0.0% | |
| RGR | STURM RUGER AND CO INC | $2,531 | -15.6% | 50 | 0.0% | 0.00% | -50.0% | |
| BMY | Bristol-Myers Squibb Company | $1,799 | -10.0% | 25 | 0.0% | 0.00% | 0.0% | |
| IWF | iShares Russell 1000 Growthetf | $1,285 | +28.5% | 6 | 0.0% | 0.00% | 0.0% | |
| TFC | Truist Finl Corp Com | $1,291 | +29.1% | 30 | 0.0% | 0.00% | 0.0% | |
| SPLV | Powershares S&P 500 Low Volatilitys&p 500 low vol | $2,556 | +27.8% | 40 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC ADS REPSTG CL A ORD SHSspon ads | $975 | -51.2% | 100 | 0.0% | 0.00% | 0.0% | |
| BYND | Beyond Meat Inc | $2,462 | -17.9% | 200 | 0.0% | 0.00% | -50.0% | |
| PZA | PowerShares Insured National Muni Bondetf | $1,147 | +14.7% | 50 | 0.0% | 0.00% | 0.0% | |
| MET | New | MetLife Inc | $1,882 | – | 26 | +100.0% | 0.00% | – |
| MAR | Marriott International Inc | $2,680 | -10.7% | 18 | 0.0% | 0.00% | -50.0% | |
| MNKD | MannKind Corp | $2,635 | +31.8% | 500 | 0.0% | 0.00% | 0.0% | |
| AUPH | Aurinia Pharmaceuticals Inc | $2,294 | -42.6% | 531 | 0.0% | 0.00% | -50.0% | |
| LL | Lumber Liquidators Holdings Inc | $1,124 | +12.4% | 200 | 0.0% | 0.00% | 0.0% | |
| LULU | Lululemon Athletica Inc Com Usd0.005 | $1,602 | +60.2% | 5 | 0.0% | 0.00% | 0.0% | |
| SPCE | Virgin Galactic Holdings Inc | $1,395 | -30.2% | 401 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS ORD WI | $992 | -0.8% | 99 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | Walgreen Boots Alliance Inc Com | $1,417 | +41.7% | 38 | +2.7% | 0.00% | 0.0% |
| WHLRP | Wheeler Real Estate Investment Trust Inccv pfd ser | $1,368 | -31.6% | 900 | 0.0% | 0.00% | 0.0% | |
| WH | Wyndham Hotels & Resorts Inc | $1,426 | +42.6% | 20 | 0.0% | 0.00% | 0.0% | |
| TEL | TE Connectivity Ltd | $1,148 | +14.8% | 10 | 0.0% | 0.00% | 0.0% | |
| FENY | Fidelity MSCI Energy ETFetf | $2,622 | +31.1% | 110 | 0.0% | 0.00% | 0.0% | |
| Buy | Enovix Corp | $2,239 | +12.0% | 180 | +100.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM COMPANY | $2,387 | -20.4% | 18 | 0.0% | 0.00% | -50.0% | |
| SPIB | SPDR Portfolio Interm Term Corp Bd ETFetf | $1,305 | +30.5% | 41 | 0.0% | 0.00% | 0.0% | |
| SOFI | SoFi Technologies Inc | $461 | – | 100 | 0.0% | 0.00% | – | |
| BHC | Bausch Health Companies Inc | $314 | – | 50 | 0.0% | 0.00% | – | |
| JCI | Johnson Controls Inc | $576 | – | 9 | 0.0% | 0.00% | – | |
| XMLV | Invesco S&P MidCap Low Volatility ETFetf | $749 | -25.1% | 14 | 0.0% | 0.00% | -100.0% | |
| JWN | Nordstrom Inc | $726 | -27.4% | 45 | 0.0% | 0.00% | -100.0% | |
| MDT | Medtronic Inc | $699 | -30.1% | 9 | 0.0% | 0.00% | -100.0% | |
| SPB | Spectrum Brands Holdings Inc Com | $183 | – | 3 | 0.0% | 0.00% | – | |
| NBEV | New Age Beverages Corp | $0 | – | 100 | 0.0% | 0.00% | – | |
| NVT | Nvent Electric Plc Shs | $77 | – | 2 | 0.0% | 0.00% | – | |
| KSS | Kohl s Corp | $177 | – | 7 | 0.0% | 0.00% | – | |
| PRTA | Prothena Corp PLC | $603 | -39.7% | 10 | 0.0% | 0.00% | -100.0% | |
| XSLV | Sell | Invesco S&P SmallCap Low Volatility ETFetf | $625 | -37.5% | 14 | -26.3% | 0.00% | -100.0% |
| CRSP | Crispr Therapeutics Agnamen Aktnamen akt | $163 | – | 4 | 0.0% | 0.00% | – | |
| XLRE | Real Estate Select Sector SPDRetf | $74 | – | 2 | 0.0% | 0.00% | – | |
| QS | QuantumScape Corp | $425 | -57.5% | 75 | 0.0% | 0.00% | -100.0% | |
| DOW | Dow Chemical Co | $705 | -29.5% | 14 | 0.0% | 0.00% | -100.0% | |
| EVGO | EVGO CL A ORD | $447 | -55.3% | 100 | 0.0% | 0.00% | -100.0% | |
| ARNC | Arconic Inc | $529 | – | 25 | 0.0% | 0.00% | – | |
| AQMS | Aqua Metals Inc | $569 | – | 455 | 0.0% | 0.00% | – | |
| FNDB | Schwab Fundamental US Broad Market ETFetf | $263 | – | 5 | 0.0% | 0.00% | – | |
| VTRS | Viatris Inc | $167 | – | 15 | 0.0% | 0.00% | – | |
| FNI | First Trust ISE Chindia Idxetf | $381 | – | 10 | 0.0% | 0.00% | – | |
| EBS | Sell | Emergent BioSolutions Inc | $472 | -76.4% | 40 | -50.0% | 0.00% | -100.0% |
| VSH | VISHAY INTERTECHNOLOGY INC | $324 | – | 15 | 0.0% | 0.00% | – | |
| OGN | Exit | Organon &Co Common Stock | $0 | – | -4 | -100.0% | 0.00% | – |
| WAB | Buy | Westinghouse Air Brake Technologies Corp | $499 | – | 5 | +66.7% | 0.00% | – |
| MJ | ETFMG Alternative Harvest ETFetf | $149 | – | 35 | 0.0% | 0.00% | – | |
| CFMS | Exit | Conformis Inc | $0 | – | -140 | -100.0% | 0.00% | – |
| AAL | American Airlines Group Inc | $572 | -42.8% | 45 | 0.0% | 0.00% | -100.0% | |
| SCOR | comScore Inc | $580 | -42.0% | 500 | 0.0% | 0.00% | -100.0% | |
| GRPN | Groupon Inc | $34 | – | 4 | 0.0% | 0.00% | – | |
| DFE | WisdomTree Europe SmallCap Dividend ETFetf | $164 | – | 3 | 0.0% | 0.00% | – | |
| New | Conformis Inc | $17 | – | 5 | +100.0% | 0.00% | – | |
| JOAN | JOANN Inc | $755 | -62.2% | 265 | 0.0% | 0.00% | -100.0% | |
| ABAT | Advanced Battery Technologies Inc | $0 | – | 30 | 0.0% | 0.00% | – | |
| NTR | Nutrien Ltd | $876 | -12.4% | 12 | 0.0% | 0.00% | -100.0% | |
| AMC | AMC Entertainment Holdings Inc | $407 | -59.3% | 100 | 0.0% | 0.00% | -100.0% | |
| ERTH | Invesco Cleantech ETFetf | $239 | – | 5 | 0.0% | 0.00% | – | |
| TEVA | Sell | Teva Pharmaceutical Industries Ltdadr | $619 | -79.4% | 68 | -83.7% | 0.00% | -100.0% |
| JAZZ | Jazz Pharmaceuticals PLC | $478 | – | 3 | 0.0% | 0.00% | – | |
| NMI | Nuveen Municipal Income Common | $66 | – | 7 | 0.0% | 0.00% | – | |
| EFAV | Exit | iShares MSCI EAFE Min Vol Factor ETFetf | $0 | – | -13 | -100.0% | -0.00% | – |
| COIN | Exit | Coinbase Global Inc Ordinary Shares - Class A | $0 | – | -25 | -100.0% | -0.00% | – |
| Exit | DraftKings Inc Ordinary Shares - Class A | $0 | – | -100 | -100.0% | -0.00% | – | |
| SCHH | Exit | Schwab US REIT ETFetf | $0 | – | -84 | -100.0% | -0.00% | – |
| VXUS | Exit | Vanguard Total Intl Stock Idx ETFetf | $0 | – | -17 | -100.0% | -0.00% | – |
| DAL | Exit | DELTA AIR LINES COMPANY NEW | $0 | – | -150 | -100.0% | -0.00% | – |
| NUE | Exit | Nucor Corp | $0 | – | -67 | -100.0% | -0.00% | – |
| SIRI | Exit | Sirius XM Radio Inc | $0 | – | -1,100 | -100.0% | -0.00% | – |
| RPTPRD | Exit | Ramco-Gershenson Properties Trustperp pfd-d cv | $0 | – | -300 | -100.0% | -0.01% | – |
| TJX | Exit | TJX Companies Inc | $0 | – | -247 | -100.0% | -0.01% | – |
| TWTR | Exit | Twitter Inc | $0 | – | -1,100 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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.