$186 Million is the total value of Lowe Wealth Advisors, LLC's 351 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTS | New | SPDR Portfolio Short Term Treasury ETFetf | $463,442 | – | 15,855 | +100.0% | 0.25% | – |
| DVYE | New | iShares Emerging Markets Dividend ETFetf | $79,142 | – | 3,225 | +100.0% | 0.04% | – |
| MOAT | New | VanEck Morningstar Wide Moat ETFetf | $29,163 | – | 395 | +100.0% | 0.02% | – |
| OXY | New | Occidental Petroleum Corp | $9,365 | – | 150 | +100.0% | 0.01% | – |
| VIG | New | Vanguard Dividend Apprec Idx ETFetf | $8,009 | – | 52 | +100.0% | 0.00% | – |
| New | COHERENT ORD | $1,142 | – | 30 | +100.0% | 0.00% | – | |
| New | GE HealthCare Technologies Inc Common Stock | $2,133 | – | 26 | +100.0% | 0.00% | – | |
| WFC | New | Wells Fargo & Co | $1,869 | – | 50 | +100.0% | 0.00% | – |
| VOO | New | Vanguard S&P 500 ETFetf | $752 | – | 2 | +100.0% | 0.00% | – |
| VOOG | New | Vanguard S&P 500 Growth ETFetf | $691 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-05
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.