$197 Million is the total value of Lowe Wealth Advisors, LLC's 356 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IOO | New | iShares Global 100etf | $325,157 | – | 4,275 | +100.0% | 0.16% | – |
| OIH | New | VanEck Vectors Oil Services ETFetf | $257,402 | – | 895 | +100.0% | 0.13% | – |
| New | VanEck Morningstar SMID Moat ETFetf | $211,747 | – | 7,070 | +100.0% | 0.11% | – | |
| TY | New | TRI-CONTINENTAL CORPORATION | $112,833 | – | 4,115 | +100.0% | 0.06% | – |
| EWZ | New | iShares MSCI Brazil ETFetf | $90,804 | – | 2,800 | +100.0% | 0.05% | – |
| RWL | New | Invesco S&P 500 Revenue ETFetf | $76,720 | – | 959 | +100.0% | 0.04% | – |
| New | Constellation Energy Group Inc | $26,366 | – | 288 | +100.0% | 0.01% | – | |
| RWM | New | ProShares Short Russell2000shrt russell2000 | $22,830 | – | 1,000 | +100.0% | 0.01% | – |
| FEZ | New | SPDR EURO STOXX 50 ETFetf | $20,691 | – | 450 | +100.0% | 0.01% | – |
| PAAS | New | Pan American Silver Corp | $18,633 | – | 1,278 | +100.0% | 0.01% | – |
| AEM | New | Agnico Eagle Mines Ltd | $14,994 | – | 300 | +100.0% | 0.01% | – |
| SLB | New | Schlumberger NV | $15,964 | – | 325 | +100.0% | 0.01% | – |
| CTVA | New | Corteva Inc com | $15,528 | – | 271 | +100.0% | 0.01% | – |
| XLI | New | Industrial Select Sector SPDRAsbi int-inds | $16,098 | – | 150 | +100.0% | 0.01% | – |
| URA | New | Global X Uranium ETFetf | $10,850 | – | 500 | +100.0% | 0.01% | – |
| KRE | New | SPDR S&P Regional Banking ETFetf | $4,900 | – | 120 | +100.0% | 0.00% | – |
| PHO | New | PowerShares Water Resourcesetf | $395 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-07
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.