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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 61.35% of Lowe Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTS, IGRO, VCSH, INFL, GII, JEPI, MDY, VYM, GDX, PXH.
Started 13 new stock positions in ARTY, TW, ENB, OGN, BN, FSLR, AMT, ELV, GSLC, GD. ANGL, BAM, ABBV.
Reduced shares in these 10 stocks: QQQ, SPY, SMH, JPST, MINT, IWV, IBTG, IBTF, IYY, JOE.
Sold out of its positions in SCOR, CIBR, OMFL, SOXX, EMB, NVDA, JOE, SQ, GDXJ, GLNG.
Lowe Wealth Advisors was a net buyer of stock by $777k.
Lowe Wealth Advisors has $232M in assets under management (AUM), dropping by 5.74%.
Central Index Key (CIK): 0001574010

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Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 318 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	32.6	$76M		132k	573.76	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	9.9	$23M	-4%	47k	488.07	View chart
iShares Tr MSCI USA MinVolatility Etf (USMV)	9.1	$21M		232k	91.31	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	5.3	$12M	+3%	155k	79.42	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	4.4	$10M		199k	50.74	View chart
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)	4.0	$9.3M	+8%	318k	29.41	View chart
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)	3.7	$8.7M	+3%	231k	37.59	View chart
PIMCO Enhanced Short Maturity ETF Etf (MINT)	3.7	$8.6M		86k	100.69	View chart
iShares Gold Trust Etf (IAU)	3.6	$8.4M		168k	49.70	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	2.6	$6.0M	+3%	101k	59.51	View chart
iShares DJ US Total Market Index Etf (IYY)	2.1	$4.9M		35k	139.59	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.4	$3.3M	+5%	26k	128.20	View chart
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL)	1.1	$2.5M	+2%	24k	106.76	View chart
SPDR S&P MidCap 400 Etf (MDY)	1.0	$2.4M	+9%	4.2k	569.67	View chart
Energy Select Sector SPDR (XLE)	0.9	$2.0M	-2%	23k	87.80	View chart
Market Vectors Gold Miners ETF Etf (GDX)	0.8	$1.9M	+7%	49k	39.82	View chart
Global X Copper Miners ETF Etf (COPX)	0.7	$1.6M	+3%	34k	47.27	View chart
iShares Russell 3000 Etf (IWV)	0.6	$1.4M	-7%	4.3k	326.73	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M	+2%	2.7k	430.23	View chart
McCormick & Company, Incorporated (MKC)	0.5	$1.1M		14k	82.30	View chart
AB Ultra Short Income ETF Ultra Short Incm (YEAR)	0.5	$1.1M	+3%	22k	50.84	View chart
JPMorgan Short Duration Core Plus ETF Etf (JSCP)	0.5	$1.1M	+3%	23k	47.52	View chart
Invesco FTSE RAFI Emerging Markets ETF Etf (PXH)	0.5	$1.1M	+13%	49k	21.95	View chart
WisdomTree India Earnings ETF Etf (EPI)	0.4	$1.0M	+4%	20k	50.46	View chart
Pacer US Small Cap Cash Cows 100 ETF Pacer Us Small (CALF)	0.4	$956k	+4%	21k	46.52	View chart
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ)	0.4	$885k	+15%	15k	57.83	View chart
Invesco FTSE RAFI Dev Mkts ex-US ETF Etf (PXF)	0.4	$878k	+2%	17k	52.13	View chart
Apple (AAPL)	0.4	$849k	+4%	3.6k	233.03	View chart
iShares International Dividend Gr ETF Etf (IGRO)	0.3	$720k	+828%	9.7k	74.59	View chart
iShares MSCI Brazil ETF Etf (EWZ)	0.3	$687k		23k	29.49	View chart
VanEck Vectors Semiconductor ETF Etf (SMH)	0.3	$617k	-40%	2.5k	245.45	View chart
Exxon Mobil Corporation (XOM)	0.2	$576k		4.9k	117.22	View chart
T. Rowe Price Capital Apprec Eq ETF Cap Appreciation (TCAF)	0.2	$530k	+27%	16k	33.25	View chart
Vanguard Dividend Apprec Idx ETF Etf (VIG)	0.2	$500k		2.5k	198.06	View chart
VanEck Morningstar SMID Moat ETF Etf (SMOT)	0.2	$469k	+31%	13k	35.03	View chart
iShares Emerging Markets Dividend ETF Etf (DVYE)	0.2	$433k	+5%	15k	28.70	View chart
Facebook Inc cl a (META)	0.2	$396k		692.00	572.44	View chart
iShares Core MSCI EAFE Etf (IEFA)	0.2	$364k		4.7k	78.05	View chart
Ameren Corporation (AEE)	0.2	$362k		4.1k	87.46	View chart
Automatic Data Processing (ADP)	0.1	$336k		1.2k	276.73	View chart
iShares Core MSCI Emerging Markets Etf (IEMG)	0.1	$335k		5.8k	57.41	View chart
iShares High Dividend Etf (HDV)	0.1	$295k		2.5k	117.62	View chart
SPDR S&P Global Infrastructure ETF Etf (GII)	0.1	$294k	+666%	4.8k	61.69	View chart
TJX Companies (TJX)	0.1	$282k		2.4k	117.54	View chart
PPL Corporation (PPL)	0.1	$261k	-2%	7.9k	33.08	View chart
Reaves Utility Income Fund (UTG)	0.1	$254k		7.8k	32.81	View chart
Vanguard REIT ETF Etf (VNQ)	0.1	$239k	-3%	2.5k	97.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$232k		1.4k	162.91	View chart
International Business Machines (IBM)	0.1	$217k		980.00	221.08	View chart
Public Service Enterprise (PEG)	0.1	$182k		2.0k	89.21	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.1	$182k		1.9k	96.95	View chart
Hershey Company (HSY)	0.1	$179k		934.00	191.85	View chart
Amazon (AMZN)	0.1	$175k	+2%	940.00	186.33	View chart
Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI)	0.1	$174k	+58%	2.4k	73.42	View chart
Badger Meter (BMI)	0.1	$170k	-9%	780.00	218.41	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$165k		429.00	383.93	View chart
Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL)	0.1	$163k	+3%	8.5k	19.25	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$154k		542.00	283.16	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.1	$151k	-12%	1.4k	108.79	View chart
iShares Core MSCI Pacific ETF Etf (IPAC)	0.1	$145k		2.2k	66.59	View chart
Coca-Cola Company (KO)	0.1	$145k		2.0k	71.86	View chart
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP)	0.1	$142k		1.1k	131.52	View chart
iShares 0-5 Year High Yield Corp Bd ETF Etf (SHYG)	0.1	$139k		3.2k	43.41	View chart
iShares S&P 500 Growth Etf (IVW)	0.1	$139k	-12%	1.4k	95.75	View chart
iShares ESG MSCI USA ETF Etf (ESGU)	0.1	$136k		1.1k	126.18	View chart
Visa (V)	0.1	$128k		466.00	274.96	View chart
SPDR Wells Fargo Preferred Stock ETF Etf (PSK)	0.1	$126k		3.5k	35.66	View chart
Schwab US Large-Cap ETF Etf (SCHX)	0.1	$122k		1.8k	67.85	View chart
iShares Core S&P Small-Cap Etf (IJR)	0.1	$121k		1.0k	116.96	View chart
Prudential Financial (PRU)	0.1	$118k		976.00	121.10	View chart
iShares MSCI Emerging Markets Etf (EEM)	0.1	$117k		2.6k	45.86	View chart
Vanguard Intl Div Apprec ETF Etf (VIGI)	0.0	$108k		1.2k	88.28	View chart
Starbucks Corporation (SBUX)	0.0	$108k	-3%	1.1k	97.49	View chart
Lockheed Martin Corporation (LMT)	0.0	$106k	-2%	182.00	584.56	View chart
Broadridge Financial Solutions (BR)	0.0	$106k		491.00	215.03	View chart
Home Depot (HD)	0.0	$105k		259.00	404.68	View chart
Johnson & Johnson (JNJ)	0.0	$99k	-5%	611.00	161.93	View chart
WisdomTree US Dividend ex-Financials ETF Etf (AIVL)	0.0	$96k		863.00	111.30	View chart
Linkbancorp (LNKB)	0.0	$95k		15k	6.41	View chart
iShares MSCI ACWI ex US ETF Etf (ACWX)	0.0	$94k		1.6k	57.22	View chart
Verizon Communications (VZ)	0.0	$92k		2.1k	44.91	View chart
Chevron Corporation (CVX)	0.0	$91k		618.00	147.27	View chart
iShares Select Dividend Etf (DVY)	0.0	$90k		667.00	135.07	View chart
Utilities SPDR ETF Etf (XLU)	0.0	$90k	-36%	1.1k	80.78	View chart
Live Nation Entertainment (LYV)	0.0	$89k		816.00	109.49	View chart
Sun Life Financial (SLF)	0.0	$89k		1.5k	58.01	View chart
Schwab International Equity ETF Etf (SCHF)	0.0	$88k		2.1k	41.12	View chart
iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA)	0.0	$88k	-18%	1.8k	49.15	View chart
SPDR MSCI ACWI ex-US ETF Etf (CWI)	0.0	$87k		2.9k	30.44	View chart
iShares 1-3 Year Treasury Bond Etf (SHY)	0.0	$85k		1.0k	83.11	View chart
Berkshire Hathaway (BRK.B)	0.0	$84k	+51%	182.00	460.26	View chart
iShares Core S&P Mid-Cap Etf (IJH)	0.0	$83k		1.3k	62.32	View chart
General Mills (GIS)	0.0	$83k		1.1k	73.85	View chart
Newmont Mining Corporation (NEM)	0.0	$80k		1.5k	53.45	View chart
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL)	0.0	$76k	+9%	831.00	91.81	View chart
iShares MSCI Mexico ETF Etf (EWW)	0.0	$75k	-24%	1.4k	53.71	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$74k	-25%	3.0k	24.49	View chart
iShares International Select Dividend Etf (IDV)	0.0	$73k		2.4k	30.23	View chart
Wal-Mart Stores (WMT)	0.0	$72k	+22%	897.00	80.73	View chart
Vanguard Value ETF Etf (VTV)	0.0	$72k		412.00	174.57	View chart
Merck & Co (MRK)	0.0	$72k	+18%	633.00	113.56	View chart
Costco Wholesale Corporation (COST)	0.0	$72k		81.00	886.52	View chart
Garmin SHS (GRMN)	0.0	$70k		400.00	176.03	View chart
General Electric (GE)	0.0	$70k	+363%	371.00	188.58	View chart
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM)	0.0	$70k	-11%	400.00	173.67	View chart
Rockwell Automation (ROK)	0.0	$67k		248.00	268.46	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$66k		1.3k	49.92	View chart
Amgen (AMGN)	0.0	$66k		204.00	322.21	View chart
ProShares Short S&P500 Short Qqq New (SH)	0.0	$65k	-36%	6.0k	10.85	View chart
UnitedHealth (UNH)	0.0	$63k		108.00	582.41	View chart
iShares S&P 100 Index Fund CBOE Etf (OEF)	0.0	$62k		224.00	276.76	View chart
Dimensional US High Profitability ETF Us High Profitab (DUHP)	0.0	$61k		1.8k	34.07	View chart
Ishares Silver Trust Etf (SLV)	0.0	$60k		2.1k	28.41	View chart
Air Products & Chemicals (APD)	0.0	$60k		200.00	297.74	View chart
Schwab US Mid-Cap ETF Etf (SCHM)	0.0	$59k		708.00	83.09	View chart
DNP Select Income Fund (DNP)	0.0	$58k	+9%	5.8k	10.04	View chart
PNC Financial Services (PNC)	0.0	$57k		308.00	184.85	View chart
Vanguard Emerging Markets Stock Idx ETF Etf (VWO)	0.0	$57k		1.2k	47.85	View chart
Walt Disney Company (DIS)	0.0	$55k	-10%	576.00	96.19	View chart
Tesla Motors (TSLA)	0.0	$54k		206.00	261.63	View chart
Prologis (PLD)	0.0	$53k		423.00	126.28	View chart
iShares Russell Mid-Cap Etf (IWR)	0.0	$53k		600.00	88.14	View chart
Vanguard Large-Cap ETF Etf (VV)	0.0	$53k	-33%	200.00	263.29	View chart
American Electric Power Company (AEP)	0.0	$52k		511.00	102.60	View chart
iShares Core S&P 500 Etf (IVV)	0.0	$52k		90.00	576.82	View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Etf (HELO)	0.0	$51k	+81%	826.00	61.14	View chart
Anthem (ELV)	0.0	$50k	NEW	97.00	520.00	View chart
Alphabet Inc Class C cs (GOOG)	0.0	$50k		300.00	167.19	View chart
iShares Core US REIT ETF Etf (USRT)	0.0	$49k		798.00	61.57	View chart
Invesco S&P 500 Revenue ETF Etf (RWL)	0.0	$49k		500.00	98.07	View chart
SPDR S&P 500 Growth Etf (SPYG)	0.0	$48k		581.00	82.94	View chart
Ameriprise Financial (AMP)	0.0	$47k		100.00	469.81	View chart
Vale SA Sponsored Ads (VALE)	0.0	$47k		4.0k	11.68	View chart
McDonald's Corporation (MCD)	0.0	$46k		150.00	304.51	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.0	$45k		712.00	63.00	View chart
Duke Energy (DUK)	0.0	$44k	+27%	382.00	115.30	View chart
Pepsi (PEP)	0.0	$44k		258.00	170.05	View chart
Xcel Energy (XEL)	0.0	$43k		658.00	65.30	View chart
MasterCard Incorporated (MA)	0.0	$43k	+74%	87.00	493.80	View chart
Intel Corporation (INTC)	0.0	$42k		1.8k	23.46	View chart
Northrop Grumman Corporation (NOC)	0.0	$41k		78.00	528.06	View chart
Stryker Corporation (SYK)	0.0	$40k		110.00	361.26	View chart
iShares Core S&P Total US Stock Mkt Etf (ITOT)	0.0	$35k	+63%	281.00	125.62	View chart
Main Street Capital Corporation (MAIN)	0.0	$35k		700.00	50.14	View chart
Oracle Corporation (ORCL)	0.0	$34k		200.00	170.40	View chart
Boeing Company (BA)	0.0	$34k		223.00	152.04	View chart
Synopsys (SNPS)	0.0	$33k		65.00	506.38	View chart
MetLife (MET)	0.0	$32k	+30%	385.00	82.48	View chart
JPMorgan Chase & Co. (JPM)	0.0	$32k		150.00	210.86	View chart
Vanguard S&P Mid-Cap 400 ETF Etf (IVOO)	0.0	$30k		288.00	105.63	View chart
General Dynamics Corporation (GD)	0.0	$30k	NEW	100.00	302.20	View chart
Materials Select Sector SPDRA Etf (XLB)	0.0	$30k	+106%	310.00	96.38	View chart
Caterpillar (CAT)	0.0	$30k		76.00	391.12	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.0	$30k		350.00	84.17	View chart
Raytheon Technologies Corp (RTX)	0.0	$29k		241.00	121.16	View chart
Thermo Fisher Scientific (TMO)	0.0	$27k	+37%	44.00	618.57	View chart
H&R Block (HRB)	0.0	$26k		406.00	63.55	View chart
At&t (T)	0.0	$24k	-27%	1.1k	21.99	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$24k		150.00	157.34	View chart
Ge Vernova (GEV)	0.0	$23k	+378%	91.00	254.98	View chart
Hilton Worldwide Holdings (HLT)	0.0	$23k		100.00	230.50	View chart
Oneok (OKE)	0.0	$23k		251.00	91.13	View chart
Honda Motor Amern Shs (HMC)	0.0	$23k		718.00	31.73	View chart
Waste Management (WM)	0.0	$21k		102.00	207.60	View chart
VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL)	0.0	$21k	NEW	716.00	29.41	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$21k		808.00	26.03	View chart
Valero Energy Corporation (VLO)	0.0	$21k		155.00	135.03	View chart
Bank of America Corporation (BAC)	0.0	$20k		505.00	39.68	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$20k		214.00	93.11	View chart
Tri-Continental Corporation (TY)	0.0	$20k	-60%	600.00	33.04	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$19k		136.00	142.04	View chart
Tradeweb Markets Cl A (TW)	0.0	$19k	NEW	152.00	123.67	View chart
PowerShares FTSE RAFI US 1000 ETF Etf (PRF)	0.0	$18k		450.00	40.63	View chart
Guggenheim S&P 500 Pure Growth ETF Etf (RPG)	0.0	$18k		465.00	39.27	View chart
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)	0.0	$18k		369.00	49.31	View chart
Procter & Gamble Company (PG)	0.0	$18k		105.00	173.20	View chart
First Trust Health Care AlphaDEX Etf (FXH)	0.0	$18k		161.00	111.86	View chart
Ishares Russell MidCap Growth ETF Etf (IWP)	0.0	$18k		150.00	117.29	View chart
Enterprise Products Partners (EPD)	0.0	$18k		600.00	29.11	View chart
Ford Motor Company (F)	0.0	$17k		1.6k	10.56	View chart
Quanta Services (PWR)	0.0	$17k		58.00	298.16	View chart
Dollar General (DG)	0.0	$17k	-16%	200.00	84.57	View chart
Banta Cp Cl A Ltd Vt Sh (BN)	0.0	$17k	NEW	312.00	53.15	View chart
CVS Caremark Corporation (CVS)	0.0	$16k	-12%	261.00	62.92	View chart
Viacomcbs (PARA)	0.0	$16k		1.5k	10.62	View chart
iShares US Real Estate Etf (IYR)	0.0	$16k		158.00	101.87	View chart
Abbott Laboratories (ABT)	0.0	$16k		138.00	114.01	View chart
BP Adr (BP)	0.0	$16k		500.00	31.39	View chart
SPDR S&P Global Natural Resources ETF Etf (GNR)	0.0	$16k		270.00	57.67	View chart
iShares MSCI EmrgMkts MinVolatility Etf (EEMV)	0.0	$15k		245.00	62.70	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$15k		1.2k	12.38	View chart
SPDR Dow Jones Industrial Average Etf (DIA)	0.0	$15k		36.00	423.11	View chart
Market Vectors Agribusiness ETF Etf (MOO)	0.0	$15k		200.00	75.51	View chart
Pure Storage Inc - Class A (PSTG)	0.0	$15k		300.00	50.24	View chart
First Solar (FSLR)	0.0	$15k	NEW	60.00	249.43	View chart
iShares Core US Aggregate Bond Etf (AGG)	0.0	$14k		142.00	101.27	View chart
Agnico (AEM)	0.0	$14k		172.00	80.56	View chart
Abbvie (ABBV)	0.0	$14k	NEW	70.00	197.49	View chart
CSX Corporation (CSX)	0.0	$14k		396.00	34.53	View chart
Qualcomm (QCOM)	0.0	$14k		80.00	170.05	View chart
Industrial Select Sector SPDRA Sbi Int-inds (XLI)	0.0	$14k		100.00	135.44	View chart
Churchill Downs (CHDN)	0.0	$14k		100.00	135.21	View chart
Dell Technologies (DELL)	0.0	$14k		114.00	118.54	View chart
GE HealthCare Technologies Common Stock (GEHC)	0.0	$13k	+225%	140.00	93.85	View chart
Exelon Corporation (EXC)	0.0	$13k	-6%	324.00	40.54	View chart
Nokia Oyj Sponsored Adr (NOK)	0.0	$13k		2.9k	4.37	View chart
FirstEnergy (FE)	0.0	$13k		285.00	44.35	View chart
Union Pacific Corporation (UNP)	0.0	$12k		50.00	246.48	View chart
Stericycle (SRCL)	0.0	$12k		200.00	61.00	View chart
Netflix (NFLX)	0.0	$12k		17.00	709.29	View chart
American Tower Reit (AMT)	0.0	$12k	NEW	50.00	232.56	View chart
Health Care Select Sector SPDR Sbi Healthcare (XLV)	0.0	$12k		75.00	154.03	View chart
Blackrock Muniyield Fund (MYD)	0.0	$12k		1.0k	11.43	View chart
Cisco Systems (CSCO)	0.0	$11k		208.00	53.22	View chart
Cme (CME)	0.0	$11k		50.00	220.66	View chart
Paychex (PAYX)	0.0	$11k		80.00	134.19	View chart
WisdomTree Japan Hedged Equity Etf (DXJ)	0.0	$11k	-42%	100.00	106.00	View chart
ConocoPhillips (COP)	0.0	$11k		100.00	105.28	View chart
Technology Select Sector SPDRA Etf (XLK)	0.0	$10k	-60%	46.00	225.76	View chart
Colgate-Palmolive Company (CL)	0.0	$10k		100.00	103.81	View chart
Occidental Petroleum Corporation (OXY)	0.0	$10k		200.00	51.54	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.0	$10k		210.00	48.96	View chart
SPDR S&P Emerging Asia Pacific ETF Etf (GMF)	0.0	$10k		83.00	123.12	View chart
Devon Energy Corporation (DVN)	0.0	$10k		258.00	39.12	View chart
Pan American Silver Corp Can (PAAS)	0.0	$10k		479.00	20.87	View chart
Sabine Royalty Trust Unit Ben Int (SBR)	0.0	$9.9k		160.00	61.77	View chart
Comcast Corporation (CMCSA)	0.0	$9.8k		234.00	41.77	View chart
Lowe's Companies (LOW)	0.0	$9.5k		35.00	272.29	View chart
Moderna (MRNA)	0.0	$8.7k		130.00	66.83	View chart
Broadcom (AVGO)	0.0	$8.6k	+900%	50.00	172.50	View chart
Kimberly-Clark Corporation (KMB)	0.0	$8.5k		60.00	142.28	View chart
4068594 Enphase Energy (ENPH)	0.0	$8.5k		75.00	113.03	View chart
Booz Allen Hamilton Holding Corporation (BAH)	0.0	$8.3k		51.00	162.76	View chart
Financial Select Sector SPDR Etf (XLF)	0.0	$8.2k		180.00	45.32	View chart
Astrazeneca Plc -spons Adr (AZN)	0.0	$7.8k		100.00	77.91	View chart
Cardinal Health (CAH)	0.0	$7.7k		70.00	110.51	View chart
Align Technology (ALGN)	0.0	$7.6k		30.00	254.33	View chart
Pentair cs (PNR)	0.0	$7.5k		77.00	97.79	View chart
SPDR Gold Shares Etf (GLD)	0.0	$7.3k		30.00	243.07	View chart
Becton, Dickinson and (BDX)	0.0	$7.2k		30.00	241.10	View chart
iShares S&P Small-Cap 600 Growth Etf (IJT)	0.0	$7.0k		50.00	139.50	View chart
VanEck CLO ETF Etf (CLOI)	0.0	$6.9k		131.00	53.04	View chart
Enbridge (ENB)	0.0	$6.7k	NEW	164.00	40.61	View chart
iShares MSCI EAFE Etf (EFA)	0.0	$6.4k		77.00	83.64	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$6.3k		75.00	84.53	View chart
Ares Capital Corporation (ARCC)	0.0	$6.3k	+50%	300.00	20.94	View chart
Range Resources (RRC)	0.0	$6.3k		204.00	30.76	View chart
Guggenheim S&P 500A Equal Weight Etf (RSP)	0.0	$6.3k		35.00	179.17	View chart
iShares Core MSCI Total Intl Stk Etf (IXUS)	0.0	$6.2k		85.00	72.64	View chart
Nutanix Cl A (NTNX)	0.0	$5.9k		100.00	59.25	View chart
Molson Coors Brewing Co B CL B (TAP)	0.0	$5.8k		100.00	57.52	View chart
iShares Russell 2000 Etf (IWM)	0.0	$5.5k	-44%	25.00	220.88	View chart
Under Armour Inc Cl C (UA)	0.0	$5.3k		639.00	8.36	View chart
iShares iBonds Dec 2025 Term Tr ETF Etf (IBTF)	0.0	$5.3k	-94%	227.00	23.42	View chart
Pfizer (PFE)	0.0	$5.1k		175.00	28.94	View chart
Under Armour (UAA)	0.0	$5.0k		566.00	8.91	View chart
salesforce (CRM)	0.0	$4.9k		18.00	273.72	View chart
Marriott International (MAR)	0.0	$4.5k		18.00	248.61	View chart
Goldman Sachs ActiveBeta US LgCp Eq ETF Etf (GSLC)	0.0	$4.4k	NEW	39.00	112.95	View chart
Alibaba Group Holding Sponsored Adr (BABA)	0.0	$4.2k		40.00	106.12	View chart
Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY)	0.0	$4.0k		20.00	200.35	View chart
Norwegian Cruise Line Holdings SHS (NCLH)	0.0	$4.0k		193.00	20.51	View chart
Brookfield Asset Management INC REGISTERED SHS -A- Cl A Lmt Vtg Shs (BAM)	0.0	$3.7k	NEW	78.00	47.29	View chart
iShares S&P MidCap 400 Growth Etf (IJK)	0.0	$3.7k		40.00	91.92	View chart
Starwood Property Trust (STWD)	0.0	$3.7k		180.00	20.38	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$3.6k		25.00	145.60	View chart
Southwest Airlines (LUV)	0.0	$3.6k		120.00	29.63	View chart
United Parcel Service (UPS)	0.0	$3.4k		25.00	136.36	View chart
Target Corporation (TGT)	0.0	$3.1k		20.00	155.85	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.0	$2.9k		27.00	107.67	View chart
ACADIA Pharmaceuticals (ACAD)	0.0	$2.8k		180.00	15.38	View chart
Vanguard Index Funds Vanguard Mid-Cap Etf Etf (VO)	0.0	$2.6k	+400%	10.00	263.80	View chart
iShares iBonds Dec 2028 Term Tr ETF Etf (IBTI)	0.0	$2.3k		102.00	22.51	View chart
iShares iBonds Dec 2027 Term Tr ETF Etf (IBTH)	0.0	$2.3k		101.00	22.63	View chart
iShares iBonds Dec 2026 Term Tr ETF Etf (IBTG)	0.0	$2.3k	-97%	99.00	23.06	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$2.3k		43.00	52.81	View chart
iShares iBonds Dec 2024 Term Tr ETF Etf (IBTE)	0.0	$2.3k		94.00	24.00	View chart
iShares Russell 1000 Growth Etf (IWF)	0.0	$2.3k		6.00	375.33	View chart
Rumble Inc Com Cl A (RUM)	0.0	$2.1k		400.00	5.36	View chart
Royal Caribbean Cruises (RCL)	0.0	$1.8k		10.00	177.40	View chart
Enovix Corp (ENVX)	0.0	$1.7k		180.00	9.34	View chart
Wheeler Real Estate Investment Trust Cv Pfd Ser (WHLRP)	0.0	$1.7k		700.00	2.39	View chart
Global X Robotics & Artfcl Intllgnc ETF Etf (BOTZ)	0.0	$1.6k		50.00	32.16	View chart
Snap Inc cl a (SNAP)	0.0	$1.6k		150.00	10.70	View chart
Wyndham Hotels And Resorts (WH)	0.0	$1.6k		20.00	78.15	View chart
TE Connectivity SHS (TEL)	0.0	$1.5k		10.00	151.00	View chart
Rivian Automotive Inc Class A (RIVN)	0.0	$1.4k		127.00	11.22	View chart
Lululemon Athletica (LULU)	0.0	$1.4k		5.00	271.40	View chart
Beyond Meat (BYND)	0.0	$1.4k		200.00	6.78	View chart
Truist Financial Corp equities (TFC)	0.0	$1.3k		30.00	42.77	View chart
Teva Pharmaceutical Industries Adr (TEVA)	0.0	$1.2k		68.00	18.00	View chart
Brighthouse Finl (BHF)	0.0	$1.1k		24.00	45.04	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.0	$1.1k		2.00	527.50	View chart
Vanguard S&P 500 Growth ETF Etf (VOOG)	0.0	$1.0k		3.00	345.33	View chart
Medtronic (MDT)	0.0	$810.000000		9.00	90.00	View chart
Dow (DOW)	0.0	$765.000600		14.00	54.64	View chart
Johnson Controls International Plc equity (JCI)	0.0	$698.000400		9.00	77.56	View chart
Medifast (MED)	0.0	$573.999000		30.00	19.13	View chart
Wabtec Corporation (WAB)	0.0	$545.000100		3.00	181.67	View chart
Bristol Myers Squibb (BMY)	0.0	$517.000000		10.00	51.70	View chart
PowerShares Water Resources Etf (PHO)	0.0	$493.999800		7.00	70.57	View chart
iShares Future AI & Tech ETF Etf (ARTY)	0.0	$376.999700	NEW	11.00	34.27	View chart
Schwab Fundamental US Broad Market ETF Etf (FNDB)	0.0	$352.000000		5.00	70.40	View chart
Emergent BioSolutions (EBS)	0.0	$334.000000		40.00	8.35	View chart
Jazz Pharmaceuticals (JAZZ)	0.0	$333.999900		3.00	111.33	View chart
WisdomTree Europe SmallCap Dividend ETF Etf (DFE)	0.0	$318.000000		5.00	63.60	View chart
Organon &Co Common Stock (OGN)	0.0	$286.999500	NEW	15.00	19.13	View chart
Spectrum Brands Holding (SPB)	0.0	$285.000000		3.00	95.00	View chart
Vishay Intertechnology (VSH)	0.0	$283.999500		15.00	18.93	View chart
Invesco Cleantech ETF Etf (ERTH)	0.0	$226.000000		5.00	45.20	View chart
Viatris (VTRS)	0.0	$174.000000		15.00	11.60	View chart
Prothena Corp SHS (PRTA)	0.0	$167.000000		10.00	16.70	View chart
Darden Restaurants (DRI)	0.0	$164.000000		1.00	164.00	View chart
Kohl's Corporation (KSS)	0.0	$148.000300		7.00	21.14	View chart
Nvent Electric SHS (NVT)	0.0	$141.000000		2.00	70.50	View chart
Aqua Metals (AQMS)	0.0	$84.994000		455.00	0.19	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 Q3 filed Oct. 2, 2024
Lowe Wealth Advisors 2024 Q2 filed July 9, 2024
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

View all past filings

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