Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Lowe fs

Latest statistics and disclosures from Lowe Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, USMV, VCSH, JPST, and represent 62.96% of Lowe Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTS, COPX, NOBL, JEPI, CALF, YEAR, TCAF, COWZ, INFL, EWZ.
Started 8 new stock positions in BHF, XHB, DXJ, PANW, CLOI, TCAF, VWO, EWW.
Reduced shares in these 10 stocks: SH, SPY, XLV, IVOL, GNR, , MINT, QQQ, VYM, VUG.
Sold out of its positions in AXP, ADM, BRCC, CCJ, FPE, GTO, PZA, LEG, MNKD, MMC. TURN, SPEM, XLC, stock, BSV, CMRE.PC.
Lowe Wealth Advisors was a net seller of stock by $-604k.
Lowe Wealth Advisors has $215M in assets under management (AUM), dropping by 6.25%.
Central Index Key (CIK): 0001574010

Tip: Access up to 7 years of quarterly data

Positions held by Lowe fs consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 307 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	33.1	$71M		136k	523.07	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	10.5	$23M		51k	444.01	View chart
iShares Tr MSCI USA MinVolatility Etf (USMV)	9.2	$20M		236k	83.58	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	5.5	$12M		153k	77.31	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	4.7	$10M		201k	50.45	View chart
PIMCO Enhanced Short Maturity ETF Etf (MINT)	4.2	$9.0M		89k	100.54	View chart
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)	3.5	$7.5M	+12%	260k	28.92	View chart
iShares Gold Trust Etf (IAU)	3.3	$7.0M		166k	42.01	View chart
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)	3.2	$7.0M	+2%	214k	32.56	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	2.5	$5.3M	+6%	92k	57.86	View chart
iShares DJ US Total Market Index Etf (IYY)	2.2	$4.6M		36k	128.09	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.6	$3.5M	-2%	29k	120.99	View chart
Energy Select Sector SPDR (XLE)	1.1	$2.3M		24k	94.41	View chart
SPDR S&P MidCap 400 Etf (MDY)	1.0	$2.2M		3.9k	556.39	View chart
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL)	0.9	$2.0M	+23%	20k	101.41	View chart
iShares Russell 3000 Etf (IWV)	0.7	$1.4M		4.8k	300.08	View chart
Market Vectors Gold Miners ETF Etf (GDX)	0.6	$1.3M	+14%	40k	31.62	View chart
JPMorgan Short Duration Core Plus ETF Etf (JSCP)	0.6	$1.2M		26k	46.53	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M	+2%	2.7k	420.73	View chart
McCormick & Company, Incorporated (MKC)	0.5	$1.1M		14k	76.81	View chart
Global X Copper Miners ETF Etf (COPX)	0.5	$1.0M	+61%	24k	42.43	View chart
AB Ultra Short Income ETF Ultra Short Incm (YEAR)	0.5	$1.0M	+31%	20k	50.52	View chart
VanEck Vectors Semiconductor ETF Etf (SMH)	0.5	$995k		4.4k	224.99	View chart
Pacer US Small Cap Cash Cows 100 ETF Pacer Us Small (CALF)	0.4	$869k	+49%	18k	49.16	View chart
WisdomTree India Earnings ETF Etf (EPI)	0.4	$842k	+2%	19k	43.56	View chart
Invesco FTSE RAFI Emerging Markets ETF Etf (PXH)	0.4	$798k	+10%	41k	19.46	View chart
Invesco FTSE RAFI Dev Mkts ex-US ETF Etf (PXF)	0.3	$732k		15k	49.65	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.3	$678k	+46%	12k	58.11	View chart
iShares MSCI Brazil ETF Etf (EWZ)	0.3	$624k	+35%	19k	32.42	View chart
Apple (AAPL)	0.3	$596k	-2%	3.5k	171.49	View chart
Exxon Mobil Corporation (XOM)	0.3	$574k		4.9k	116.24	View chart
ProShares Short S&P500 Etf (SH)	0.2	$419k	-82%	35k	11.86	View chart
iShares Core MSCI EAFE Etf (IEFA)	0.2	$405k	-13%	5.5k	74.21	View chart
Facebook Inc cl a (META)	0.2	$326k		672.00	485.58	View chart
VanEck Morningstar SMID Moat ETF Etf (SMOT)	0.2	$323k	+8%	9.5k	34.11	View chart
iShares Core MSCI Emerging Markets Etf (IEMG)	0.1	$321k	-14%	6.2k	51.60	View chart
Ameren Corporation (AEE)	0.1	$306k		4.1k	73.96	View chart
Automatic Data Processing (ADP)	0.1	$303k		1.2k	249.74	View chart
iShares High Dividend Etf (HDV)	0.1	$293k		2.7k	110.21	View chart
Marathon Petroleum Corp (MPC)	0.1	$289k		1.4k	201.50	View chart
Zoom Video Communications Xl A (ZM)	0.1	$265k	-4%	4.1k	65.37	View chart
Utilities SPDR ETF Etf (XLU)	0.1	$265k	-6%	4.0k	65.65	View chart
iShares Emerging Markets Dividend ETF Etf (DVYE)	0.1	$263k		10k	26.16	View chart
TJX Companies (TJX)	0.1	$244k		2.4k	101.42	View chart
PPL Corporation (PPL)	0.1	$223k		8.1k	27.53	View chart
T. Rowe Price Capital Apprec Eq ETF Cap Appreciation (TCAF)	0.1	$219k	NEW	7.2k	30.23	View chart
Reaves Utility Income Fund (UTG)	0.1	$218k		8.1k	26.96	View chart
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP)	0.1	$212k	+65%	1.4k	154.93	View chart
Badger Meter (BMI)	0.1	$197k	-23%	1.2k	161.81	View chart
Vanguard REIT ETF Etf (VNQ)	0.1	$196k	+25%	2.3k	86.48	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.1	$188k	+15%	2.1k	89.90	View chart
International Business Machines (IBM)	0.1	$187k		980.00	190.96	View chart
Hershey Company (HSY)	0.1	$182k		933.00	194.50	View chart
Schwab US Large-Cap ETF Etf (SCHX)	0.1	$175k	-12%	2.8k	62.06	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.1	$160k	-11%	1.6k	100.81	View chart
Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL)	0.1	$155k	-61%	8.2k	18.93	View chart
Amazon (AMZN)	0.1	$154k		855.00	180.38	View chart
iShares 0-5 Year High Yield Corp Bd ETF Etf (SHYG)	0.1	$142k	+311%	3.3k	42.54	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$142k	-37%	411.00	344.20	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$141k		542.00	259.90	View chart
iShares S&P 500 Growth Etf (IVW)	0.1	$139k		1.6k	84.44	View chart
iShares Core MSCI Pacific ETF Etf (IPAC)	0.1	$138k		2.2k	63.31	View chart
Linkbancorp (LNKB)	0.1	$137k		20k	6.94	View chart
Public Service Enterprise (PEG)	0.1	$137k		2.0k	66.78	View chart
Visa (V)	0.1	$128k		458.00	279.00	View chart
iShares ESG MSCI USA ETF Etf (ESGU)	0.1	$124k	-15%	1.1k	114.96	View chart
SPDR Wells Fargo Preferred Stock ETF Etf (PSK)	0.1	$123k		3.5k	34.87	View chart
Coca-Cola Company (KO)	0.1	$123k		2.0k	61.18	View chart
Chevron Corporation (CVX)	0.1	$116k		738.00	157.74	View chart
iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA)	0.1	$115k	+2%	2.4k	47.48	View chart
Prudential Financial (PRU)	0.1	$115k	-9%	976.00	117.40	View chart
WisdomTree US Dividend ex-Financials ETF Etf (AIVL)	0.1	$110k	-8%	1.1k	101.78	View chart
iShares MSCI Mexico ETF Etf (EWW)	0.1	$110k	NEW	1.6k	69.31	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$107k		2.7k	39.02	View chart
SPDR S&P Homebuilders ETF Etf (XHB)	0.0	$106k	NEW	945.00	111.59	View chart
Verizon Communications (VZ)	0.0	$105k	-2%	2.5k	41.96	View chart
Johnson & Johnson (JNJ)	0.0	$104k	-11%	658.00	158.22	View chart
Starbucks Corporation (SBUX)	0.0	$101k		1.1k	91.39	View chart
Broadridge Financial Solutions (BR)	0.0	$101k		491.00	204.86	View chart
Home Depot (HD)	0.0	$99k		259.00	383.11	View chart
Lockheed Martin Corporation (LMT)	0.0	$99k	-28%	217.00	454.87	View chart
iShares 1-3 Year Treasury Bond Etf (SHY)	0.0	$88k	-20%	1.1k	81.78	View chart
iShares MSCI ACWI ex US ETF Etf (ACWX)	0.0	$88k	+84%	1.6k	53.39	View chart
Live Nation Entertainment (LYV)	0.0	$85k		800.00	105.77	View chart
Sun Life Financial (SLF)	0.0	$84k		1.5k	54.59	View chart
iShares Select Dividend Etf (DVY)	0.0	$82k		667.00	123.18	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$81k		4.0k	20.34	View chart
SPDR MSCI ACWI ex-US ETF Etf (CWI)	0.0	$81k		2.9k	28.40	View chart
iShares MSCI Emerging Markets Etf (EEM)	0.0	$81k	+99%	2.0k	41.08	View chart
Intel Corporation (INTC)	0.0	$79k		1.8k	44.16	View chart
Walt Disney Company (DIS)	0.0	$79k	-13%	646.00	122.36	View chart
General Mills (GIS)	0.0	$78k		1.1k	69.97	View chart
Merck & Co (MRK)	0.0	$74k	-8%	562.00	131.95	View chart
Ameriprise Financial (AMP)	0.0	$73k		167.00	438.44	View chart
Rockwell Automation (ROK)	0.0	$72k		248.00	291.33	View chart
iShares International Select Dividend Etf (IDV)	0.0	$68k		2.4k	28.04	View chart
Vanguard Value ETF Etf (VTV)	0.0	$67k		412.00	162.86	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$63k		1.3k	47.02	View chart
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM)	0.0	$62k		452.00	136.05	View chart
Raytheon Technologies Corp (RTX)	0.0	$61k		628.00	97.53	View chart
Garmin SHS (GRMN)	0.0	$60k		400.00	148.87	View chart
Costco Wholesale Corporation (COST)	0.0	$59k	-25%	81.00	732.63	View chart
Amgen (AMGN)	0.0	$58k	-5%	204.00	284.32	View chart
Schwab US Mid-Cap ETF Etf (SCHM)	0.0	$58k		708.00	81.43	View chart
Dimensional US High Profitability ETF Us High Profitab (DUHP)	0.0	$56k		1.8k	31.61	View chart
UnitedHealth (UNH)	0.0	$56k		112.00	496.41	View chart
WisdomTree Japan Hedged Equity Etf (DXJ)	0.0	$56k	NEW	512.00	108.50	View chart
iShares S&P 100 Index Fund CBOE Etf (OEF)	0.0	$55k		224.00	247.41	View chart
Prologis (PLD)	0.0	$55k		423.00	130.22	View chart
Newmont Mining Corporation (NEM)	0.0	$53k		1.5k	35.84	View chart
Berkshire Hathaway (BRK.B)	0.0	$51k		120.00	420.52	View chart
iShares Russell Mid-Cap Etf (IWR)	0.0	$51k	-33%	600.00	84.09	View chart
PNC Financial Services (PNC)	0.0	$50k		308.00	161.60	View chart
Air Products & Chemicals (APD)	0.0	$49k		200.00	242.27	View chart
Ishares Silver Trust Etf (SLV)	0.0	$48k		2.1k	22.75	View chart
DNP Select Income Fund (DNP)	0.0	$48k		5.3k	9.07	View chart
iShares Core S&P 500 Etf (IVV)	0.0	$47k	-6%	90.00	525.73	View chart
Invesco S&P 500 Revenue ETF Etf (RWL)	0.0	$47k		500.00	93.73	View chart
Intercontinental Exchange (ICE)	0.0	$47k	-30%	340.00	137.43	View chart
Tri-Continental Corporation (TY)	0.0	$46k	-42%	1.5k	30.80	View chart
SPDR S&P 500 Growth Etf (SPYG)	0.0	$46k		625.00	73.15	View chart
Alphabet Inc Class C cs (GOOG)	0.0	$46k		300.00	152.26	View chart
Pepsi (PEP)	0.0	$45k		258.00	175.01	View chart
Wal-Mart Stores (WMT)	0.0	$44k	+200%	732.00	60.15	View chart
American Electric Power Company (AEP)	0.0	$44k		511.00	86.10	View chart
ProShares Short QQQ Short Qqq New (PSQ)	0.0	$44k		5.0k	8.76	View chart
iShares Core US REIT ETF Etf (USRT)	0.0	$43k		798.00	53.80	View chart
Boeing Company (BA)	0.0	$43k		222.00	192.99	View chart
McDonald's Corporation (MCD)	0.0	$42k	-2%	150.00	281.95	View chart
Stryker Corporation (SYK)	0.0	$39k		110.00	357.87	View chart
Dollar General (DG)	0.0	$38k		240.00	156.06	View chart
Synopsys (SNPS)	0.0	$37k		65.00	571.51	View chart
Northrop Grumman Corporation (NOC)	0.0	$36k		76.00	478.66	View chart
Xcel Energy (XEL)	0.0	$35k		658.00	53.75	View chart
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL)	0.0	$35k		380.00	91.80	View chart
Tesla Motors (TSLA)	0.0	$34k		191.00	175.79	View chart
Main Street Capital Corporation (MAIN)	0.0	$33k		700.00	47.31	View chart
CVS Caremark Corporation (CVS)	0.0	$32k		395.00	79.76	View chart
JPMorgan Chase & Co. (JPM)	0.0	$30k		150.00	200.30	View chart
Pure Storage Inc - Class A (PSTG)	0.0	$30k		575.00	51.99	View chart
Global X Internet Of Things Etf Etf (SNSR)	0.0	$29k		809.00	36.23	View chart
Duke Energy (DUK)	0.0	$29k		299.00	96.71	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.0	$28k	-12%	350.00	79.91	View chart
Caterpillar (CAT)	0.0	$28k		76.00	366.43	View chart
Honda Motor Amern Shs (HMC)	0.0	$27k		718.00	37.23	View chart
Valero Energy Corporation (VLO)	0.0	$27k		155.00	170.69	View chart
Enterprise Products Partners (EPD)	0.0	$26k		900.00	29.18	View chart
At&t (T)	0.0	$26k		1.5k	17.60	View chart
Exelon Corporation (EXC)	0.0	$26k	-11%	679.00	37.58	View chart
SPDR S&P Global Natural Resources ETF Etf (GNR)	0.0	$25k	-90%	435.00	57.93	View chart
Industrial Select Sector SPDRA Sbi Int-inds (XLI)	0.0	$25k	-20%	200.00	125.96	View chart
Oracle Corporation (ORCL)	0.0	$25k		200.00	125.61	View chart
Technology Select Sector SPDRA Etf (XLK)	0.0	$24k	-48%	116.00	208.27	View chart
Square Inc A Cl A (SQ)	0.0	$24k		285.00	84.58	View chart
MasterCard Incorporated (MA)	0.0	$24k		50.00	481.58	View chart
Ford Motor Company (F)	0.0	$22k	-15%	1.6k	13.28	View chart
MetLife (MET)	0.0	$22k	+1030%	294.00	74.11	View chart
Waste Management (WM)	0.0	$22k		102.00	213.15	View chart
Hilton Worldwide Holdings (HLT)	0.0	$21k	-26%	100.00	213.31	View chart
Dell Technologies (DELL)	0.0	$21k		185.00	114.11	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$21k	-65%	150.00	140.51	View chart
Quanta Services (PWR)	0.0	$21k		79.00	259.80	View chart
Oneok (OKE)	0.0	$20k		251.00	80.17	View chart
H&R Block (HRB)	0.0	$20k		406.00	49.11	View chart
iShares Core S&P Total US Stock Mkt Etf (ITOT)	0.0	$20k		172.00	115.30	View chart
Schwab US Small-Cap ETF Etf (SCHA)	0.0	$20k		400.00	49.24	View chart
Bank of America Corporation (BAC)	0.0	$19k		505.00	37.92	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$19k		808.00	23.57	View chart
BP Adr (BP)	0.0	$19k		500.00	37.68	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$19k		214.00	87.23	View chart
Thermo Fisher Scientific (TMO)	0.0	$19k		32.00	581.22	View chart
Schwab US TIPS ETF Etf (SCHP)	0.0	$18k		352.00	52.16	View chart
Viacomcbs (PARA)	0.0	$18k		1.5k	11.77	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$18k	-30%	136.00	131.24	View chart
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)	0.0	$18k		369.00	47.89	View chart
First Trust Health Care AlphaDEX Etf (FXH)	0.0	$18k		161.00	109.59	View chart
PowerShares FTSE RAFI US 1000 ETF Etf (PRF)	0.0	$17k		450.00	38.47	View chart
Ishares Russell MidCap Growth ETF Etf (IWP)	0.0	$17k		150.00	114.14	View chart
Guggenheim S&P 500 Pure Growth ETF Etf (RPG)	0.0	$17k		465.00	36.72	View chart
Procter & Gamble Company (PG)	0.0	$17k		105.00	162.25	View chart
Vanguard Interm-Term Corp Bd ETF Etf (VCIT)	0.0	$16k		196.00	80.51	View chart
Abbott Laboratories (ABT)	0.0	$16k		138.00	113.66	View chart
Market Vectors Agribusiness ETF Etf (MOO)	0.0	$15k		200.00	75.13	View chart
CSX Corporation (CSX)	0.0	$15k		396.00	37.07	View chart
iShares Core S&P Small-Cap Etf (IJR)	0.0	$15k		131.00	110.52	View chart
SPDR Dow Jones Industrial Average Etf (DIA)	0.0	$14k		36.00	397.75	View chart
iShares US Real Estate Etf (IYR)	0.0	$14k		158.00	89.90	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$14k		1.2k	11.46	View chart
Vanguard Dividend Apprec Idx ETF Etf (VIG)	0.0	$14k	+48%	77.00	182.61	View chart
General Electric (GE)	0.0	$14k		80.00	175.53	View chart
Materials Select Sector SPDRA Etf (XLB)	0.0	$14k		150.00	92.89	View chart
iShares Core US Aggregate Bond Etf (AGG)	0.0	$14k		142.00	97.94	View chart
iShares MSCI EmrgMkts MinVolatility Etf (EEMV)	0.0	$14k		245.00	56.59	View chart
Moderna (MRNA)	0.0	$14k		130.00	106.56	View chart
Qualcomm (QCOM)	0.0	$14k		80.00	169.30	View chart
Schwab Fundamental US Large Company ETF Etf (FNDX)	0.0	$13k		195.00	67.39	View chart
Occidental Petroleum Corporation (OXY)	0.0	$13k		200.00	64.99	View chart
Devon Energy Corporation (DVN)	0.0	$13k		258.00	50.18	View chart
ConocoPhillips (COP)	0.0	$13k		100.00	127.28	View chart
Churchill Downs (CHDN)	0.0	$12k		100.00	123.75	View chart
Nutanix Cl A (NTNX)	0.0	$12k		200.00	61.72	View chart
Union Pacific Corporation (UNP)	0.0	$12k		50.00	245.94	View chart
Blackrock Muniyield Fund (MYD)	0.0	$11k		1.0k	11.06	View chart
Health Care Select Sector SPDR Sbi Healthcare (XLV)	0.0	$11k	-97%	75.00	147.73	View chart
FirstEnergy (FE)	0.0	$11k		285.00	38.62	View chart
Cme (CME)	0.0	$11k		50.00	215.30	View chart
Stericycle (SRCL)	0.0	$11k		200.00	52.75	View chart
Nokia Oyj Sponsored Adr (NOK)	0.0	$10k		2.9k	3.54	View chart
Cisco Systems (CSCO)	0.0	$10k		208.00	49.91	View chart
Netflix (NFLX)	0.0	$10k		17.00	607.35	View chart
iShares Russell 2000 Etf (IWM)	0.0	$10k		49.00	210.31	View chart
Comcast Corporation (CMCSA)	0.0	$10k	-50%	234.00	43.35	View chart
Align Technology (ALGN)	0.0	$9.8k		30.00	327.93	View chart
Paychex (PAYX)	0.0	$9.8k		80.00	122.80	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.0	$9.8k		210.00	46.57	View chart
4068594 Enphase Energy (ENPH)	0.0	$9.1k	-34%	75.00	120.99	View chart
Colgate-Palmolive Company (CL)	0.0	$9.0k		100.00	90.05	View chart
Lowe's Companies (LOW)	0.0	$9.0k		35.00	256.09	View chart
SPDR S&P Emerging Asia Pacific ETF Etf (GMF)	0.0	$8.6k	-30%	83.00	103.69	View chart
Schwab Fundamental Intl Lg Co ETF Etf (FNDF)	0.0	$8.1k		227.00	35.61	View chart
Cardinal Health (CAH)	0.0	$7.8k		70.00	111.90	View chart
Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE)	0.0	$7.8k		281.00	27.76	View chart
Kimberly-Clark Corporation (KMB)	0.0	$7.8k		60.00	129.35	View chart
Market Vectors Junior Gold Miners ETF Etf (GDXJ)	0.0	$7.7k		200.00	38.74	View chart
Financial Select Sector SPDR Etf (XLF)	0.0	$7.6k		180.00	42.12	View chart
Booz Allen Hamilton Holding Corporation (BAH)	0.0	$7.6k		51.00	148.43	View chart
Schwab Fundamental US Small Company ETF Etf (FNDA)	0.0	$7.5k		131.00	57.03	View chart
Becton, Dickinson and (BDX)	0.0	$7.4k		30.00	247.47	View chart
Pan American Silver Corp Can (PAAS)	0.0	$7.2k		479.00	15.08	View chart
Range Resources (RRC)	0.0	$7.0k		204.00	34.43	View chart
VanEck CLO ETF Etf (CLOI)	0.0	$6.9k	NEW	131.00	52.82	View chart
Astrazeneca Plc -spons Adr (AZN)	0.0	$6.8k		100.00	67.75	View chart
Molson Coors Brewing Co B CL B (TAP)	0.0	$6.7k		100.00	67.25	View chart
Agnico (AEM)	0.0	$6.7k		112.00	59.65	View chart
Broadcom (AVGO)	0.0	$6.6k		5.00	1325.40	View chart
Pentair cs (PNR)	0.0	$6.6k		77.00	85.44	View chart
iShares S&P Small-Cap 600 Growth Etf (IJT)	0.0	$6.5k		50.00	130.74	View chart
iShares Core S&P Mid-Cap Etf (IJH)	0.0	$6.4k	+650%	105.00	60.74	View chart
Pfizer (PFE)	0.0	$6.4k		229.00	27.75	View chart
SPDR Gold Shares Etf (GLD)	0.0	$6.2k		30.00	205.73	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$6.0k		75.00	80.63	View chart
iShares Core MSCI Total Intl Stk Etf (IXUS)	0.0	$5.8k		85.00	67.86	View chart
Alibaba Group Holding Sponsored Adr (BABA)	0.0	$5.7k		79.00	72.35	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$5.6k		221.00	25.25	View chart
salesforce (CRM)	0.0	$5.4k		18.00	301.17	View chart
Guggenheim S&P 500A Equal Weight Etf (RSP)	0.0	$5.1k		30.00	169.37	View chart
Vanguard Global ex-US Real Estate ETF Etf (VNQI)	0.0	$4.6k		110.00	42.14	View chart
Under Armour Inc Cl C (UA)	0.0	$4.6k		639.00	7.14	View chart
Marriott International (MAR)	0.0	$4.5k		18.00	252.33	View chart
Under Armour (UAA)	0.0	$4.2k		566.00	7.38	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$4.1k	-58%	81.00	50.17	View chart
Axsome Therapeutics (AXSM)	0.0	$4.0k		50.00	79.80	View chart
GE HealthCare Technologies Common Stock (GEHC)	0.0	$3.9k		43.00	90.91	View chart
United Parcel Service (UPS)	0.0	$3.7k		25.00	148.64	View chart
Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY)	0.0	$3.7k		20.00	183.90	View chart
Starwood Property Trust (STWD)	0.0	$3.7k		180.00	20.33	View chart
iShares S&P MidCap 400 Growth Etf (IJK)	0.0	$3.7k		40.00	91.25	View chart
Target Corporation (TGT)	0.0	$3.5k		20.00	177.20	View chart
iShares MSCI EAFE Etf (EFA)	0.0	$3.5k		44.00	79.86	View chart
Southwest Airlines (LUV)	0.0	$3.5k		120.00	29.19	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$3.4k		25.00	137.24	View chart
ACADIA Pharmaceuticals (ACAD)	0.0	$3.3k		180.00	18.49	View chart
Rumble Inc Com Cl A (RUM)	0.0	$3.2k		400.00	8.08	View chart
Aurinia Pharmaceuticals (AUPH)	0.0	$2.7k		531.00	5.01	View chart
3M Company (MMM)	0.0	$2.7k		25.00	106.08	View chart
Palo Alto Networks (PANW)	0.0	$2.3k	NEW	8.00	284.12	View chart
iShares Russell 1000 Growth Etf (IWF)	0.0	$2.0k		6.00	337.00	View chart
Lululemon Athletica (LULU)	0.0	$2.0k		5.00	390.60	View chart
Snap Inc cl a (SNAP)	0.0	$1.7k		150.00	11.48	View chart
Beyond Meat (BYND)	0.0	$1.7k		200.00	8.28	View chart
Global X Robotics & Artfcl Intllgnc ETF Etf (BOTZ)	0.0	$1.6k		50.00	31.82	View chart
Wyndham Hotels And Resorts (WH)	0.0	$1.5k		20.00	76.75	View chart
TE Connectivity SHS (TEL)	0.0	$1.5k		10.00	145.20	View chart
Enovix Corp (ENVX)	0.0	$1.4k	-91%	180.00	8.01	View chart
Schwab Fundamental Intl Sm Co ETF Etf (FNDC)	0.0	$1.2k		35.00	35.46	View chart
Brighthouse Finl (BHF)	0.0	$1.2k	NEW	24.00	51.54	View chart
Truist Financial Corp equities (TFC)	0.0	$1.2k		30.00	38.97	View chart
Medifast (MED)	0.0	$1.1k		30.00	38.33	View chart
Wheeler Real Estate Investment Trust Cv Pfd Ser (WHLRP)	0.0	$1.1k		700.00	1.62	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.0	$961.000000		2.00	480.50	View chart
Teva Pharmaceutical Industries Adr (TEVA)	0.0	$957.997600		68.00	14.09	View chart
Vanguard S&P 500 Growth ETF Etf (VOOG)	0.0	$914.000100		3.00	304.67	View chart
Dow (DOW)	0.0	$811.000400		14.00	57.93	View chart
Medtronic (MDT)	0.0	$783.999900		9.00	87.11	View chart
Schwab International Small-Cap Eq ETF Etf (SCHC)	0.0	$751.999500	-85%	21.00	35.81	View chart
Johnson Controls International Plc equity (JCI)	0.0	$587.999700		9.00	65.33	View chart
Vanguard Emerging Markets Stock Idx ETF Etf (VWO)	0.0	$542.999600	NEW	13.00	41.77	View chart
Bristol Myers Squibb (BMY)	0.0	$542.000000		10.00	54.20	View chart
Vanguard Index Funds Vanguard Mid-Cap Etf Etf (VO)	0.0	$500.000000		2.00	250.00	View chart
Quantumscape Corp (QS)	0.0	$471.997500		75.00	6.29	View chart
PowerShares Water Resources Etf (PHO)	0.0	$465.999800		7.00	66.57	View chart
Wabtec Corporation (WAB)	0.0	$437.000100		3.00	145.67	View chart
comScore (SCOR)	0.0	$385.000000		25.00	15.40	View chart
Jazz Pharmaceuticals (JAZZ)	0.0	$360.999900		3.00	120.33	View chart
Vishay Intertechnology (VSH)	0.0	$340.000500		15.00	22.67	View chart
Schwab Fundamental US Broad Market ETF Etf (FNDB)	0.0	$331.000000		5.00	66.20	View chart
Spectrum Brands Holding (SPB)	0.0	$267.000000		3.00	89.00	View chart
Prothena Corp SHS (PRTA)	0.0	$248.000000		10.00	24.80	View chart
Aqua Metals (AQMS)	0.0	$245.017500		455.00	0.54	View chart
Invesco Cleantech ETF Etf (ERTH)	0.0	$211.000000		5.00	42.20	View chart
Kohl's Corporation (KSS)	0.0	$204.000300		7.00	29.14	View chart
WisdomTree Europe SmallCap Dividend ETF Etf (DFE)	0.0	$179.000100		3.00	59.67	View chart
Viatris (VTRS)	0.0	$178.999500		15.00	11.93	View chart
Nvent Electric SHS (NVT)	0.0	$151.000000		2.00	75.50	View chart
Emergent BioSolutions (EBS)	0.0	$101.000000		40.00	2.52	View chart
Advanced Battery Technologies	0.0	$0		30.00	0.00	View chart
New Age Beverages Corp	0.0	$0		100.00	0.00	View chart

Past Filings by Lowe Wealth Advisors

SEC 13F filings are viewable for Lowe Wealth Advisors going back to 2015

Lowe Wealth Advisors 2024 Q1 filed April 9, 2024
Lowe Wealth Advisors 2023 Q4 filed Jan. 5, 2024
Lowe Wealth Advisors 2023 Q3 filed Oct. 23, 2023
Lowe Wealth Advisors 2023 Q2 filed July 7, 2023
Lowe Wealth Advisors 2023 Q1 filed April 5, 2023
Lowe Wealth Advisors 2022 Q4 filed Jan. 17, 2023
Lowe Wealth Advisors 2022 Q3 filed Oct. 6, 2022
Lowe Wealth Advisors 2022 Q2 filed July 7, 2022
Lowe Wealth Advisors 2022 Q1 filed April 8, 2022
Lowe Wealth Advisors 2021 Q4 filed Jan. 18, 2022
Lowe Wealth Advisors 2021 Q3 filed Oct. 5, 2021
Lowe Wealth Advisors 2021 Q2 filed July 1, 2021
Lowe Wealth Advisors 2021 Q1 filed April 6, 2021
Lowe Wealth Advisors 2020 Q4 filed Jan. 7, 2021
Lowe Wealth Advisors 2020 Q3 filed Oct. 16, 2020
Lowe Wealth Advisors 2020 Q2 filed July 8, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z