Lowe fs
Latest statistics and disclosures from Lowe Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, QQQ, USMV, IAU, VCSH, and represent 65.38% of Lowe Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IYY, XLE, MINT, VCSH, MKC, IAU, XLY, ANGL, JPST, SPY.
- Started 13 new stock positions in ESGD, PYPL, SQM, IPAC, PWR, Reality Shs Etf Tr Nsd Nxgn Eco Etf, PFF, AUPH, PSK, OIH. NIO, DS, TSLA.
- Reduced shares in these 10 stocks: SH, USMV, QQQ, HWM, MBB, XLP, AMZN, LMT, EPI, .
- Sold out of its positions in BBBY, CODX, Dunkin' Brands Group, INO, IWO, JKG, MBB, GSG, LVS, Reality Shares Nasdaq Nexgen Economy Etf etf. XBI, DSX.
- Lowe Wealth Advisors was a net buyer of stock by $6.8M.
- Lowe Wealth Advisors has $197M in assets under management (AUM), dropping by 9.28%.
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Portfolio Holdings for Lowe Wealth Advisors
Companies in the Lowe Wealth Advisors portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 28.1 | $55M | 148k | 373.88 | ||
| Invesco QQQ Trust Unit Ser 1 (QQQ) | 11.8 | $23M | 74k | 313.74 | ||
| iShares Tr MSCI USA MinVolatility Etf (USMV) | 11.4 | $23M | -3% | 332k | 67.88 | |
| iShares Gold Trust Etf (IAU) | 7.9 | $16M | +3% | 861k | 18.13 | |
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 6.1 | $12M | +6% | 144k | 83.25 | |
| PIMCO Enhanced Short Maturity ETF Etf (MINT) | 5.0 | $9.8M | +7% | 96k | 102.04 | |
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 4.5 | $8.9M | +4% | 176k | 50.79 | |
| iShares Core MSCI EAFE Etf (IEFA) | 3.9 | $7.6M | +3% | 110k | 69.09 | |
| iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA) | 2.9 | $5.7M | +3% | 97k | 58.52 | |
| iShares DJ US Total Market Index Etf (IYY) | 2.2 | $4.3M | +94% | 46k | 94.32 | |
| Market Vectors Gold Miners ETF Etf (GDX) | 1.9 | $3.8M | +3% | 106k | 36.02 | |
| ProShares Short S&P500 Etf (SH) | 1.8 | $3.5M | -20% | 195k | 17.97 | |
| iShares Core MSCI Emerging Markets Etf (IEMG) | 1.0 | $2.1M | +12% | 33k | 62.03 | |
| VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) | 0.9 | $1.8M | +29% | 57k | 32.09 | |
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| SPDR S&P MidCap 400 Etf (MDY) | 0.9 | $1.7M | 4.2k | 419.95 | ||
| iShares Russell 3000 Etf (IWV) | 0.7 | $1.4M | 6.1k | 223.47 | ||
| McCormick & Company, Incorporated (MKC) | 0.7 | $1.4M | +100% | 14k | 95.61 | |
| Energy Select Sector SPDRA Etf (XLE) | 0.6 | $1.2M | +5438% | 32k | 37.90 | |
| VanEck Vectors Semiconductor ETF Etf (SMH) | 0.5 | $1000k | +2% | 4.6k | 218.34 | |
| WisdomTree India Earnings ETF Etf (EPI) | 0.5 | $903k | -3% | 31k | 29.20 | |
| Apple (AAPL) | 0.4 | $833k | 6.3k | 132.66 | ||
| SPDR S&P Aerospace & Defense ETF Etf (XAR) | 0.4 | $768k | 6.7k | 114.80 | ||
| Microsoft Corporation (MSFT) | 0.3 | $620k | -4% | 2.8k | 222.54 | |
| Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY) | 0.3 | $587k | +2047% | 3.7k | 160.82 | |
| McCormick & Company, Incorporated (MKC.V) | 0.2 | $413k | +100% | 4.3k | 95.56 | |
| iShares High Dividend Etf (HDV) | 0.2 | $373k | -6% | 4.3k | 87.58 | |
| iShares International Select Dividend Etf (IDV) | 0.2 | $346k | -7% | 12k | 29.43 | |
| iShares MSCI KLD 400 Social ETF Etf (DSI) | 0.2 | $341k | +118% | 4.8k | 71.55 | |
| Ameren Corporation (AEE) | 0.2 | $323k | 4.1k | 78.06 | ||
| Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $261k | 1.3k | 194.34 | ||
| Badger Meter (BMI) | 0.1 | $232k | 2.5k | 94.04 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $232k | -2% | 5.6k | 41.22 | |
| PPL Corporation (PPL) | 0.1 | $228k | 8.1k | 28.26 | ||
| Automatic Data Processing (ADP) | 0.1 | $214k | 1.2k | 176.13 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $204k | -14% | 574.00 | 355.40 | |
| Newmont Mining Corporation (NEM) | 0.1 | $193k | 3.2k | 59.94 | ||
| Ishares Silver Trust Etf (SLV) | 0.1 | $173k | +16% | 7.1k | 24.53 | |
| Amazon (AMZN) | 0.1 | $166k | -28% | 51.00 | 3254.90 | |
| Verizon Communications (VZ) | 0.1 | $166k | 2.8k | 58.89 | ||
| Visa (V) | 0.1 | $161k | 736.00 | 218.75 | ||
| WisdomTree Dividend ex-Financials Etf (DTN) | 0.1 | $152k | 1.8k | 83.61 | ||
| Howmet Aerospace (HWM) | 0.1 | $146k | -49% | 5.1k | 28.63 | |
| Utilities SPDR ETF Etf (XLU) | 0.1 | $141k | +31% | 2.2k | 62.72 | |
| iShares Core US Aggregate Bond Etf (AGG) | 0.1 | $137k | 1.2k | 118.41 | ||
| Hershey Company (HSY) | 0.1 | $136k | 894.00 | 152.13 | ||
| T. Rowe Price (TROW) | 0.1 | $130k | 860.00 | 151.16 | ||
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.1 | $128k | 2.4k | 53.11 | ||
| Beyond Meat (BYND) | 0.1 | $125k | 1.0k | 125.00 | ||
| iShares S&P 100 Index Fund CBOE Etf (OEF) | 0.1 | $116k | 677.00 | 171.34 | ||
| iShares ESG MSCI USA ETF Etf (ESGU) | 0.1 | $116k | +350% | 1.4k | 85.93 | |
| Walt Disney Company (DIS) | 0.1 | $112k | 616.00 | 181.82 | ||
| iShares S&P 500 Growth Etf (IVW) | 0.1 | $109k | +300% | 1.7k | 63.82 | |
| Coca-Cola Company (KO) | 0.1 | $104k | 1.9k | 54.79 | ||
| Johnson & Johnson (JNJ) | 0.1 | $99k | 627.00 | 157.89 | ||
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.0 | $88k | NEW | 1.2k | 73.33 | |
| Home Depot (HD) | 0.0 | $86k | +3% | 324.00 | 265.43 | |
| Facebook Inc cl a (FB) | 0.0 | $85k | 312.00 | 272.44 | ||
| iShares 0-5 Year High Yield Corp Bd ETF Etf (SHYG) | 0.0 | $82k | +33% | 1.8k | 45.56 | |
| Guggenheim S&P 500A Equal Weight Etf (RSP) | 0.0 | $82k | 640.00 | 128.12 | ||
| At&t (T) | 0.0 | $82k | 2.8k | 28.79 | ||
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $79k | 615.00 | 128.46 | ||
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $76k | 2.9k | 26.13 | ||
| Arconic (ARNC) | 0.0 | $75k | 2.5k | 29.70 | ||
| Broadridge Financial Solutions (BR) | 0.0 | $75k | 491.00 | 152.75 | ||
| UnitedHealth (UNH) | 0.0 | $75k | +152% | 215.00 | 348.84 | |
| iShares Select Dividend Etf (DVY) | 0.0 | $72k | 748.00 | 96.26 | ||
| Materials Select Sector SPDRA Etf (XLB) | 0.0 | $66k | 918.00 | 71.90 | ||
| Wal-Mart Stores (WMT) | 0.0 | $65k | 450.00 | 144.44 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $64k | 169.00 | 378.70 | ||
| Rockwell Automation (ROK) | 0.0 | $62k | 248.00 | 250.00 | ||
| Chevron Corporation (CVX) | 0.0 | $62k | 738.00 | 84.01 | ||
| Starbucks Corporation (SBUX) | 0.0 | $61k | 568.00 | 107.39 | ||
| iShares MSCI Global Gold Miners Etf (RING) | 0.0 | $61k | 2.0k | 30.00 | ||
| Paypal Holdings (PYPL) | 0.0 | $60k | NEW | 255.00 | 235.29 | |
| Sun Life Financial (SLF) | 0.0 | $58k | 1.3k | 44.75 | ||
| Viacomcbs (VIAC) | 0.0 | $57k | 1.5k | 37.40 | ||
| General Mills (GIS) | 0.0 | $56k | 960.00 | 58.33 | ||
| SPDR S&P 500 Growth Etf (SPYG) | 0.0 | $55k | 991.00 | 55.50 | ||
| Air Products & Chemicals (APD) | 0.0 | $55k | 200.00 | 275.00 | ||
| DNP Select Income Fund (DNP) | 0.0 | $54k | 5.3k | 10.20 | ||
| SPDR Wells Fargo Preferred Stock ETF Etf (PSK) | 0.0 | $53k | NEW | 1.2k | 44.17 | |
| iShares MSCI Emerging Markets Etf (EEM) | 0.0 | $52k | 1.0k | 51.90 | ||
| BP Adr (BP) | 0.0 | $51k | 2.5k | 20.46 | ||
| American Electric Power Company (AEP) | 0.0 | $51k | 611.00 | 83.47 | ||
| Guggenheim S&P 500 Pure Growth ETF Etf (RPG) | 0.0 | $49k | 299.00 | 163.88 | ||
| Stryker Corporation (SYK) | 0.0 | $49k | 200.00 | 245.00 | ||
| Vanguard Value ETF Etf (VTV) | 0.0 | $49k | 412.00 | 118.93 | ||
| Garmin SHS (GRMN) | 0.0 | $48k | 400.00 | 120.00 | ||
| Berkshire Hathaway (BRK.B) | 0.0 | $46k | 200.00 | 230.00 | ||
| Yamana Gold (AUY) | 0.0 | $46k | 8.0k | 5.75 | ||
| PNC Financial Services (PNC) | 0.0 | $46k | 308.00 | 149.35 | ||
| Xcel Energy (XEL) | 0.0 | $44k | 658.00 | 66.87 | ||
| iShares US Preferred Etf (PFF) | 0.0 | $43k | NEW | 1.1k | 38.22 | |
| Prologis (PLD) | 0.0 | $42k | 423.00 | 99.29 | ||
| Abbvie (ABBV) | 0.0 | $40k | 375.00 | 106.67 | ||
| Merck & Co (MRK) | 0.0 | $40k | 489.00 | 81.80 | ||
| Abbott Laboratories (ABT) | 0.0 | $40k | 365.00 | 109.59 | ||
| iShares Russell 2000 Etf (IWM) | 0.0 | $38k | 193.00 | 196.89 | ||
| Cdk Global Inc equities (CDK) | 0.0 | $36k | 699.00 | 51.50 | ||
| Southwest Airlines (LUV) | 0.0 | $35k | +200% | 750.00 | 46.67 | |
| Align Technology (ALGN) | 0.0 | $35k | 65.00 | 538.46 | ||
| Lowe's Companies (LOW) | 0.0 | $33k | 205.00 | 160.98 | ||
| iShares Core S&P Small-Cap Etf (IJR) | 0.0 | $33k | 359.00 | 91.92 | ||
| Ameriprise Financial (AMP) | 0.0 | $32k | 167.00 | 191.62 | ||
| iShares Core S&P 500 Etf (IVV) | 0.0 | $32k | 84.00 | 380.95 | ||
| Accenture SHS (ACN) | 0.0 | $31k | 117.00 | 264.96 | ||
| Tesla Motors (TSLA) | 0.0 | $31k | NEW | 44.00 | 704.55 | |
| FedEx Corporation (FDX) | 0.0 | $31k | +500% | 120.00 | 258.33 | |
| Market Vectors Agribusiness ETF Etf (MOO) | 0.0 | $31k | 395.00 | 78.48 | ||
| iShares Core US REIT ETF Etf (USRT) | 0.0 | $30k | 610.00 | 49.18 | ||
| SPDR S&P Dividend ETF Etf (SDY) | 0.0 | $29k | 276.00 | 105.07 | ||
| Guggenheim S&P 500 Top 50 ETF Etf (XLG) | 0.0 | $29k | 100.00 | 290.00 | ||
| Comcast Corporation (CMCSA) | 0.0 | $28k | 543.00 | 51.57 | ||
| Hilton Worldwide Holdings (HLT) | 0.0 | $28k | 255.00 | 109.80 | ||
| iShares MSCI Singapore ETF Etf (EWS) | 0.0 | $26k | 1.2k | 21.67 | ||
| Bank of America Corporation (BAC) | 0.0 | $26k | 870.00 | 29.89 | ||
| Synopsys (SNPS) | 0.0 | $26k | 100.00 | 260.00 | ||
| iShares Core MSCI Pacific ETF Etf (IPAC) | 0.0 | $26k | NEW | 400.00 | 65.00 | |
| MFAM Small-Cap Growth ETF Etf (MFMS) | 0.0 | $26k | 667.00 | 38.98 | ||
| Realty Income (O) | 0.0 | $25k | 400.00 | 62.50 | ||
| Ramco-Gershenson Properties Trust Perp Pfd-d Cv (RPT.PD) | 0.0 | $25k | 500.00 | 50.00 | ||
| 4068594 Enphase Energy (ENPH) | 0.0 | $24k | -15% | 134.00 | 179.10 | |
| Lexington Realty Trust Pfd Conv Ser C (LXP.PC) | 0.0 | $24k | -20% | 400.00 | 60.00 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $23k | 700.00 | 32.86 | ||
| Exelon Corporation (EXC) | 0.0 | $22k | 516.00 | 42.64 | ||
| First Trust ISE Chindia Idx Etf (FNI) | 0.0 | $22k | 381.00 | 57.74 | ||
| McDonald's Corporation (MCD) | 0.0 | $22k | 104.00 | 211.54 | ||
| Leggett & Platt (LEG) | 0.0 | $22k | 500.00 | 44.00 | ||
| Dollar General (DG) | 0.0 | $21k | 100.00 | 210.00 | ||
| Paychex (PAYX) | 0.0 | $21k | 230.00 | 91.30 | ||
| Masimo Corporation (MASI) | 0.0 | $20k | 75.00 | 266.67 | ||
| Under Armour Inc Cl C (UA) | 0.0 | $19k | 1.3k | 14.95 | ||
| Under Armour (UAA) | 0.0 | $19k | 1.1k | 17.54 | ||
| Nuveen Maryland Premium Income Municipal (NMY) | 0.0 | $18k | 1.3k | 13.74 | ||
| MasterCard Incorporated (MA) | 0.0 | $18k | 50.00 | 360.00 | ||
| Ford Motor Company (F) | 0.0 | $18k | 2.0k | 9.00 | ||
| First Trust Health Care AlphaDEX Etf (FXH) | 0.0 | $17k | 161.00 | 105.59 | ||
| Churchill Downs (CHDN) | 0.0 | $17k | 85.00 | 200.00 | ||
| Market Vectors Junior Gold Miners ETF Etf (GDXJ) | 0.0 | $16k | 300.00 | 53.33 | ||
| iShares MSCI EmrgMkts MinVolatility Etf (EEMV) | 0.0 | $15k | 245.00 | 61.22 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $15k | 11.00 | 1363.64 | ||
| Becton, Dickinson and (BDX) | 0.0 | $15k | 60.00 | 250.00 | ||
| VanEck Vectors Oil Services ETF Etf (OIH) | 0.0 | $15k | NEW | 100.00 | 150.00 | |
| CVS Caremark Corporation (CVS) | 0.0 | $15k | 220.00 | 68.18 | ||
| Dell Technologies (DELL) | 0.0 | $14k | 185.00 | 75.68 | ||
| iShares US Real Estate Etf (IYR) | 0.0 | $14k | 158.00 | 88.61 | ||
| Stericycle (SRCL) | 0.0 | $14k | 200.00 | 70.00 | ||
| iShares US Home Construction Etf (ITB) | 0.0 | $14k | 250.00 | 56.00 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $14k | 8.00 | 1750.00 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $14k | 8.00 | 1750.00 | ||
| Guggenheim S&P 500 Eq Wt Technology ETF Etf (RYT) | 0.0 | $14k | 57.00 | 245.61 | ||
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 0.0 | $14k | 161.00 | 86.96 | ||
| Pure Storage Inc - Class A (PSTG) | 0.0 | $13k | 575.00 | 22.61 | ||
| Alibaba Group Holding Ads (BABA) | 0.0 | $13k | 57.00 | 228.07 | ||
| Broadcom (AVGO) | 0.0 | $13k | 29.00 | 448.28 | ||
| iShares Core MSCI Europe ETF Etf (IEUR) | 0.0 | $13k | 250.00 | 52.00 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $13k | 187.00 | 69.52 | ||
| Magellan Midstream Partners (MMP) | 0.0 | $13k | 300.00 | 43.33 | ||
| Sotherly Hotels (SOHO) | 0.0 | $13k | 5.3k | 2.46 | ||
| Zynga (ZNGA) | 0.0 | $13k | 1.3k | 9.75 | ||
| Duke Energy (DUK) | 0.0 | $12k | -42% | 133.00 | 90.23 | |
| Waste Management (WM) | 0.0 | $12k | 102.00 | 117.65 | ||
| SPDR Gold Shares Etf (GLD) | 0.0 | $12k | 65.00 | 184.62 | ||
| Sociedad Quimica Y Minera De Chile SA Spon Adr Ser B (SQM) | 0.0 | $12k | NEW | 250.00 | 48.00 | |
| Amgen (AMGN) | 0.0 | $12k | 52.00 | 230.77 | ||
| WisdomTree International SmallCp Div ETF Etf (DLS) | 0.0 | $12k | 170.00 | 70.59 | ||
| Invesco Financial Preferred ETF Etf (PGF) | 0.0 | $12k | 650.00 | 18.46 | ||
| Wheeler Real Estate Investment Trust Cv Pfd Ser (WHLRP) | 0.0 | $12k | 900.00 | 13.33 | ||
| SPDR Dow Jones Industrial Average Etf (DIA) | 0.0 | $11k | 36.00 | 305.56 | ||
| iShares Morningstar Small-Cap Growth Etf (JKK) | 0.0 | $11k | 35.00 | 314.29 | ||
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $10k | 401.00 | 24.94 | ||
| Vanguard European Stock Index ETF Etf (VGK) | 0.0 | $10k | 165.00 | 60.61 | ||
| Southern Copper Corporation (SCCO) | 0.0 | $10k | 150.00 | 66.67 | ||
| Caterpillar (CAT) | 0.0 | $10k | 54.00 | 185.19 | ||
| Domino's Pizza (DPZ) | 0.0 | $10k | 27.00 | 370.37 | ||
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.0 | $9.0k | 194.00 | 46.39 | ||
| Netflix (NFLX) | 0.0 | $9.0k | 17.00 | 529.41 | ||
| Advanced Micro Devices (AMD) | 0.0 | $9.0k | 100.00 | 90.00 | ||
| Cisco Systems (CSCO) | 0.0 | $9.0k | 208.00 | 43.27 | ||
| WisdomTree International MidCap Div ETF Etf (DIM) | 0.0 | $8.0k | 132.00 | 60.61 | ||
| Deere & Company (DE) | 0.0 | $8.0k | 29.00 | 275.86 | ||
| Altria (MO) | 0.0 | $8.0k | 200.00 | 40.00 | ||
| ConocoPhillips (COP) | 0.0 | $8.0k | 197.00 | 40.61 | ||
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $7.0k | NEW | 531.00 | 13.18 | |
| WisdomTree Europe SmallCap Dividend ETF Etf (DFE) | 0.0 | $7.0k | 115.00 | 60.87 | ||
| Morgan Stanley (MS) | 0.0 | $7.0k | 100.00 | 70.00 | ||
| Consumer Staples Select Sector SPDRA Sbi Cons Stpls (XLP) | 0.0 | $7.0k | -90% | 100.00 | 70.00 | |
| stock (SPLK) | 0.0 | $7.0k | 40.00 | 175.00 | ||
| Smith & Wesson Brands (SWBI) | 0.0 | $7.0k | 400.00 | 17.50 | ||
| Nike (NKE) | 0.0 | $7.0k | 51.00 | 137.25 | ||
| iPath DJ-UBS Commodity Index TR ETN Etn (DJP) | 0.0 | $7.0k | 310.00 | 22.58 | ||
| Prudential Financial (PRU) | 0.0 | $6.0k | 76.00 | 78.95 | ||
| Technology Select Sector SPDRA Etf (XLK) | 0.0 | $6.0k | 46.00 | 130.43 | ||
| Vanguard Growth ETF Etf (VUG) | 0.0 | $6.0k | 23.00 | 260.87 | ||
| Marriott International (MAR) | 0.0 | $6.0k | 43.00 | 139.53 | ||
| Industrial Select Sector SPDRA Sbi Int-inds (XLI) | 0.0 | $6.0k | 63.00 | 95.24 | ||
| Lumber Liquidators Holdings (LL) | 0.0 | $6.0k | 200.00 | 30.00 | ||
| Medifast (MED) | 0.0 | $6.0k | 30.00 | 200.00 | ||
| iShares S&P Small-Cap 600 Growth Etf (IJT) | 0.0 | $6.0k | +100% | 50.00 | 120.00 | |
| Nutanix Inc cl a (NTNX) | 0.0 | $6.0k | 200.00 | 30.00 | ||
| H&R Block (HRB) | 0.0 | $6.0k | 406.00 | 14.78 | ||
| Financial Select Sector SPDR Etf (XLF) | 0.0 | $5.0k | 180.00 | 27.78 | ||
| Astrazeneca Plc -spons Adr (AZN) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $5.0k | 15.00 | 333.33 | ||
| iShares S&P MidCap 400 Growth Etf (IJK) | 0.0 | $5.0k | +300% | 72.00 | 69.44 | |
| Pentair cs (PNR) | 0.0 | $4.0k | 77.00 | 51.95 | ||
| Cardinal Health (CAH) | 0.0 | $4.0k | 70.00 | 57.14 | ||
| iShares Core MSCI Total Intl Stk Etf (IXUS) | 0.0 | $4.0k | 60.00 | 66.67 | ||
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $4.0k | 51.00 | 78.43 | ||
| Brown-Forman Corporation (BF.B) | 0.0 | $4.0k | 45.00 | 88.89 | ||
| United Parcel Service (UPS) | 0.0 | $4.0k | 25.00 | 160.00 | ||
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $4.0k | 25.00 | 160.00 | ||
| Quanta Services (PWR) | 0.0 | $4.0k | NEW | 50.00 | 80.00 | |
| iShares Global Timber & Forestry Etf (WOOD) | 0.0 | $4.0k | 50.00 | 80.00 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $4.0k | 100.00 | 40.00 | ||
| iShares Core S&P Mid-Cap Etf (IJH) | 0.0 | $4.0k | 17.00 | 235.29 | ||
| ALPS Alerian MLP ETF Etf (AMLP) | 0.0 | $4.0k | 138.00 | 28.99 | ||
| Pepsi (PEP) | 0.0 | $4.0k | 28.00 | 142.86 | ||
| Nio Inc Ads Repstg Cl A Ord Spon Ads (NIO) | 0.0 | $4.0k | NEW | 75.00 | 53.33 | |
| Starwood Property Trust (STWD) | 0.0 | $3.0k | 180.00 | 16.67 | ||
| General Electric Company (GE) | 0.0 | $3.0k | 245.00 | 12.24 | ||
| CSX Corporation (CSX) | 0.0 | $3.0k | 32.00 | 93.75 | ||
| Digital Realty Trust (DLR) | 0.0 | $3.0k | 20.00 | 150.00 | ||
| Procter & Gamble Company (PG) | 0.0 | $3.0k | 25.00 | 120.00 | ||
| Sturm, Ruger & Company (RGR) | 0.0 | $3.0k | 50.00 | 60.00 | ||
| Cree (CREE) | 0.0 | $3.0k | 32.00 | 93.75 | ||
| iShares MSCI Glbl Agriculture Producers Etf (VEGI) | 0.0 | $3.0k | 96.00 | 31.25 | ||
| GW Pharmaceuticals Ads (GWPH) | 0.0 | $3.0k | 25.00 | 120.00 | ||
| Fidelity MSCI Health Care ETF Etf (FHLC) | 0.0 | $3.0k | 50.00 | 60.00 | ||
| Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL) | 0.0 | $3.0k | 125.00 | 24.00 | ||
| iShares Russell 1000 Growth Etf (IWF) | 0.0 | $3.0k | 13.00 | 230.77 | ||
| iShares MSCI EAFE Etf (EFA) | 0.0 | $3.0k | 44.00 | 68.18 | ||
| Archer Daniels Midland Company (ADM) | 0.0 | $2.0k | 30.00 | 66.67 | ||
| Cme (CME) | 0.0 | $2.0k | 12.00 | 166.67 | ||
| Novartis Ag- Adr (NVS) | 0.0 | $2.0k | 21.00 | 95.24 | ||
| American Express Company (AXP) | 0.0 | $2.0k | -91% | 20.00 | 100.00 | |
| salesforce (CRM) | 0.0 | $2.0k | 8.00 | 250.00 | ||
| Lululemon Athletica (LULU) | 0.0 | $2.0k | 5.00 | 400.00 | ||
| Mannkind (MNKD) | 0.0 | $2.0k | 500.00 | 4.00 | ||
| Nextera Energy (NEE) | 0.0 | $2.0k | +300% | 24.00 | 83.33 | |
| SPDR Portfolio Developed Wld ex-US ETF Etf (SPDW) | 0.0 | $2.0k | 49.00 | 40.82 | ||
| Reality Shs Etf Tr Nsd Nxgn Eco Etf Etf | 0.0 | $2.0k | NEW | 42.00 | 47.62 | |
| Aqua Metals (AQMS) | 0.0 | $2.0k | 755.00 | 2.65 | ||
| Suncoke Energy (SXC) | 0.0 | $1.0k | 119.00 | 8.40 | ||
| Energy Transfer Equity (ET) | 0.0 | $1.0k | 227.00 | 4.41 | ||
| Teva Pharmaceutical Industries Adr (TEVA) | 0.0 | $1.0k | 68.00 | 14.71 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $1.0k | 15.00 | 66.67 | ||
| Royal Dutch Shell Spons Adr B (RDS.B) | 0.0 | $1.0k | 15.00 | 66.67 | ||
| Dow (DOW) | 0.0 | $1.0k | 14.00 | 71.43 | ||
| Sempra Energy (SRE) | 0.0 | $1.0k | 11.00 | 90.91 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0k | 10.00 | 100.00 | ||
| Valero Energy Corporation (VLO) | 0.0 | $1.0k | 25.00 | 40.00 | ||
| Alpha Pro Tech (APT) | 0.0 | $1.0k | 100.00 | 10.00 | ||
| TE Connectivity SHS (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | ||
| Crispr Therapeutics Agnamen Akt Namen Akt (CRSP) | 0.0 | $1.0k | 4.00 | 250.00 | ||
| PowerShares Insured National Muni Bond Etf (PZA) | 0.0 | $1.0k | 50.00 | 20.00 | ||
| Bausch Health Companies (BHC) | 0.0 | $1.0k | 50.00 | 20.00 | ||
| Medtronic (MDT) | 0.0 | $999.999900 | 9.00 | 111.11 | ||
| Nutrien (NTR) | 0.0 | $999.999600 | 12.00 | 83.33 | ||
| Nordstrom (JWN) | 0.0 | $999.999000 | 45.00 | 22.22 | ||
| Fidelity MSCI Energy ETF Etf (FENY) | 0.0 | $999.999000 | 110.00 | 9.09 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $999.999000 | 30.00 | 33.33 | ||
| ETFMG Alternative Harvest ETF Etf (MJ) | 0.0 | $999.996100 | 103.00 | 9.71 | ||
| Kohl's Corporation (KSS) | 0.0 | $0 | 7.00 | 0.00 | ||
| Nu Skin Enterprises (NUS) | 0.0 | $0 | 6.00 | 0.00 | ||
| Nokia Oyj Adr (NOK) | 0.0 | $0 | 1.00 | 0.00 | ||
| Vishay Intertechnology (VSH) | 0.0 | $0 | 15.00 | 0.00 | ||
| Schlumberger (SLB) | 0.0 | $0 | -94% | 15.00 | 0.00 | |
| Wabtec Corporation (WAB) | 0.0 | $0 | 1.00 | 0.00 | ||
| Advanced Battery Technologies | 0.0 | $0 | 30.00 | 0.00 | ||
| Comscore (SCOR) | 0.0 | $0 | 200.00 | 0.00 | ||
| Prothena Corp SHS (PRTA) | 0.0 | $0 | 1.00 | 0.00 | ||
| Mallinckrodt SHS (MNKKQ) | 0.0 | $0 | 1.00 | 0.00 | ||
| Schwab Fundamental US Broad Market ETF Etf (FNDB) | 0.0 | $0 | 5.00 | 0.00 | ||
| Conformis (CFMS) | 0.0 | $0 | 140.00 | 0.00 | ||
| Real Estate Select Sector SPDR Etf (XLRE) | 0.0 | $0 | 2.00 | 0.00 | ||
| Johnson Controls International Plc equity (JCI) | 0.0 | $0 | 9.00 | 0.00 | ||
| Drive Shack (DS) | 0.0 | $0 | NEW | 100.00 | 0.00 | |
| Frontier Communication (FTRCQ) | 0.0 | $0 | 17.00 | 0.00 | ||
| Nvent Electric SHS (NVT) | 0.0 | $0 | 2.00 | 0.00 | ||
| PowerShares Cleantech Etf (PZD) | 0.0 | $0 | 5.00 | 0.00 | ||
| Bristol Myers Squibb Contingent Rts Right (BMY.R) | 0.0 | $0 | 15.00 | 0.00 | ||
| Groupon (GRPN) | 0.0 | $0 | 4.00 | 0.00 | ||
| New Age Beverages Corp (NBEV) | 0.0 | $0 | 100.00 | 0.00 | ||
Past Filings by Lowe Wealth Advisors
SEC 13F filings are viewable for Lowe Wealth Advisors going back to 2015
- 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
- Lowe Wealth Advisors 2020 Q1 filed April 10, 2020
- Lowe Wealth Advisors 2019 Q4 filed Jan. 15, 2020
- Lowe Wealth Advisors 2019 Q3 filed Oct. 8, 2019
- Lowe Wealth Advisors 2019 Q2 filed July 10, 2019
- Lowe Wealth Advisors 2019 Q1 filed April 8, 2019
- Lowe Wealth Advisors 2018 Q4 filed Jan. 10, 2019
- Lowe Wealth Advisors 2018 Q3 filed Oct. 30, 2018
- Lowe Wealth Advisors 2018 Q2 filed July 12, 2018
- Lowe Wealth Advisors 2018 Q1 filed April 6, 2018
- Lowe Wealth Advisors 2017 Q4 filed Jan. 18, 2018
- Lowe Wealth Advisors 2017 Q3 filed Oct. 5, 2017
- Lowe Wealth Advisors 2017 Q2 filed July 17, 2017
- Lowe Wealth Advisors 2017 Q1 filed April 5, 2017