Lowe fs

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

Companies in the Lowe Wealth Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 26.63 151383 293.00
Ishares Tr usa min vo 13.89 374865 61.73
Invesco Qqq Trust Series 1 9.61 85698 186.74
iShares Gold Trust (IAU) 5.59 689799 13.50
Vanguard Short Term Corporate Bond ETF (VCSH) 5.43 112110 80.68
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 4.57 74738 101.76
SPDR S&P; Dividend (SDY) 3.90 64402 100.88
Ishares Core Msci Eafe Etf core msci eafe 3.80 103187 61.40
iShares Dow Jones U.S. Index Fund (IYY) 3.58 40777 -2% 146.14
WisdomTree Dividend ex-Fin Fund (DTN) 3.49 67722 85.78
Financial Select Sector SPDR (XLF) 2.75 166218 -2% 27.60
Ishares High Dividend Equity F 1.97 34762 94.50
Proshares Tr short s&p 500 ne 1.61 100808 +17% 26.61
Annaly Capital Management (NLY) 1.41 257288 +7% 9.13
J P Morgan Exchange Traded F ultra shrt 1.33 43878 +11% 50.39
SPDR S&P; MidCap 400 ETF (MDY) 1.06 4996 354.68
iShares Russell 3000 Index (IWV) 0.96 9312 -2% 172.36
Ishares Inc core msci emkt 0.83 26721 +2% 51.46
McCormick & Company, Incorporated (MKC) 0.66 7104 154.98
WisdomTree India Earnings Fund (EPI) 0.64 40595 26.06
Vaneck Vectors Gold Miners mutual 0.63 40985 +10% 25.57
Newmont Mining Corporation (NEM) 0.57 24682 +666% 38.49
Microsoft Corporation (MSFT) 0.27 3303 133.82
McCormick & Company, Incorporated (MKC.V) 0.25 2711 -8% 154.92
Ameren Corporation (AEE) 0.19 4138 75.16
Apple (AAPL) 0.19 1627 +3% 197.91
Lockheed Martin Corporation (LMT) 0.18 814 363.64
Badger Meter (BMI) 0.16 4542 NEW 59.67
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.15 8150 +176% 30.67
Exxon Mobil Corporation (XOM) 0.13 2858 -4% 76.63
Automatic Data Processing (ADP) 0.12 1215 165.43
Arconic Inc Com stock 0.12 7600 25.79
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.11 1683 +16% 109.33
Verizon Communications (VZ) 0.10 2797 +10% 57.20
Chevron Corporation (CVX) 0.09 1162 124.78
iShares Lehman Aggregate Bond (AGG) 0.09 1414 111.03
Johnson & Johnson (JNJ) 0.07 821 +50% 138.86
Merck & Co (MRK) 0.07 1396 +12% 83.81
iShares S&P; 100 Index (OEF) 0.07 898 -21% 129.18
Vanguard Total Stock Market ETF (VTI) 0.07 726 150.14
Coca-Cola Company (KO) 0.06 1898 51.11
AT&T; (T) 0.06 3073 33.52
T. Rowe Price (TROW) 0.06 919 109.90
iShares S&P; 500 Growth Index (IVW) 0.06 527 178.37
iShares Silver Trust (SLV) 0.05 6053 14.37
iShares MSCI ACWI ex US Index Fund (ACWX) 0.05 1910 46.60
BP (BP) 0.04 1622 41.92
Broadridge Financial Solutions (BR) 0.04 491 128.31
Home Depot (HD) 0.04 292 208.90
Walt Disney Company (DIS) 0.04 487 139.63
CBS Corporation (CBS) 0.04 1242 49.92
Constellation Brands (STZ) 0.04 300 196.67
iShares Dow Jones Select Dividend (DVY) 0.04 748 +27% 98.93
DNP Select Income Fund (DNP) 0.04 5294 11.90
Facebook Inc cl a 0.04 312 192.31
iShares MSCI Emerging Markets Indx (EEM) 0.03 1002 42.91
PNC Financial Services (PNC) 0.03 308 136.36
Berkshire Hathaway (BRK.B) 0.03 200 215.00
Wal-Mart Stores (WMT) 0.03 386 111.40
Texas Instruments Incorporated (TXN) 0.03 400 115.00
American Electric Power Company (AEP) 0.03 611 +19% 88.38
Starbucks Corporation (SBUX) 0.03 694 83.57
iShares Russell 2000 Index (IWM) 0.03 328 -63% 155.49
Sun Life Financial Inc 0.03 1286 41.21
Vanguard Europe Pacific ETF (VEA) 0.03 1189 +14% 42.05
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.03 495 -99% 109.09
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.03 625 +400% 84.80
Pimco Etf Tr 1-3yr ustreidx 0.03 1120 50.89
Ishares Tr 0-5yr hi yl cp 0.03 1100 +15% 46.36
Bank of America Corporation (BAC) 0.02 1285 28.79
Costco Wholesale Corporation (COST) 0.02 100 260.00
Cameco Corporation 0.02 2670 10.86
Cisco Systems (CSCO) 0.02 700 NEW 54.29
Paychex (PAYX) 0.02 453 +466% 81.68
Eastman Chemical Company (EMN) 0.02 350 77.14
Stryker Corporation (SYK) 0.02 200 205.00
iShares S&P; 500 Index (IVV) 0.02 108 296.30
Exelon Corporation (EXC) 0.02 516 48.45
Freeport-McMoRan Copper & Gold (FCX) 0.02 2909 11.69
Visa (V) 0.02 161 +114% 173.91
PPL Corporation (PPL) 0.02 1129 +21% 31.00
Xcel Energy (XEL) 0.02 658 59.27
Amazon (AMZN) 0.02 20 1900.00
Under Armour (UA) 0.02 1608 25.50
Eaton Vance (EV) 0.02 800 43.75
Align Technology (ALGN) 0.02 125 272.00
Agnico Com 0.02 640 51.56
Realty Income (O) 0.02 400 70.00
Rockwell Automation (ROK) 0.02 248 165.32
iShares Russell 2000 Growth Index (IWO) 0.02 150 200.00
iShares Morningstar Mid Core Index (JKG) 0.02 155 NEW 193.55
SPDR Barclays Capital Convertible SecETF (CWB) 0.02 676 NEW 53.25
iShares FTSE NAREIT Real Est 50 Ind (FTY) 0.02 610 52.46
Barclays Bank Plc etn djubscottn38 0.02 700 42.86
Schwab U S Large Cap Growth ETF (SCHG) 0.02 302 82.78
Lexington Rlty Trst Pref 6.50% pfd 0.02 500 54.00
Abbvie 0.02 460 +206% 71.74
Cdk Global Inc equities 0.02 699 50.07
Under Armour Inc Cl C 0.02 1800 22.22
Vaneck Vectors Agribusiness alt 0.02 395 65.82
Ishares Msci Global Gold Min etp 0.02 1963 20.38
Invesco Exchange Traded Fd T s&p500 pur gwt 0.02 299 120.40
Invesco S&p 500 Top 50 Etf 0.02 138 210.14
Ramco-gershenson Properties Trust perp pfd-d cv 0.02 500 50.00
Cognizant Technology Solutions (CTSH) 0.01 200 65.00
Comcast Corporation (CMCSA) 0.01 543 42.36
JPMorgan Chase & Co. (JPM) 0.01 209 110.05
MasterCard Incorporated (MA) 0.01 50 260.00
Ameriprise Financial (AMP) 0.01 167 143.71
McDonald's Corporation (MCD) 0.01 70 214.29
Via (VIA.B) 0.01 475 29.47
Abbott Laboratories (ABT) 0.01 277 +56% 83.03
Pfizer (PFE) 0.01 300 43.33
3M Company (MMM) 0.01 54 166.67
Cracker Barrel Old Country Store (CBRL) 0.01 50 NEW 180.00
H&R; Block (HRB) 0.01 406 29.56
AFLAC Incorporated (AFL) 0.01 400 NEW 55.00
CVS Caremark Corporation (CVS) 0.01 212 56.60
Becton, Dickinson and (BDX) 0.01 60 NEW 250.00
Novartis AG (NVS) 0.01 121 +476% 90.91
Altria (MO) 0.01 250 48.00
Amgen (AMGN) 0.01 107 +1428% 186.92
United Technologies Corporation (UTX) 0.01 187 -6% 128.34
UnitedHealth (UNH) 0.01 80 -25% 250.00
Ford Motor Company (F) 0.01 2000 10.00
Gilead Sciences (GILD) 0.01 126 71.43
Stericycle (SRCL) 0.01 200 50.00
Accenture 0.01 117 NEW 188.03
Lowe's Companies (LOW) 0.01 230 +666% 100.00
Washington Real Estate Investment Trust (WRE) 0.01 500 26.00
Hershey Company (HSY) 0.01 91 131.87
Churchill Downs (CHDN) 0.01 135 118.52
Thor Industries (THO) 0.01 334 59.88
Netflix (NFLX) 0.01 33 -19% 363.64
SPDR Gold Trust (GLD) 0.01 65 138.46
Energy Select Sector SPDR (XLE) 0.01 150 -13% 66.67
Omega Healthcare Investors (OHI) 0.01 384 36.46
Magellan Midstream Partners (MMP) 0.01 300 63.33
Builders FirstSource (BLDR) 0.01 1400 17.14
Masimo Corporation (MASI) 0.01 75 NEW 146.67
Yamana Gold Inc 0.01 8000 2.50
Dollar General (DG) 0.01 100 NEW 140.00
Consumer Discretionary SPDR (XLY) 0.01 100 NEW 120.00
iShares S&P; GSCI Commodity-Indexed (GSG) 0.01 775 15.48
iShares S&P; SmallCap 600 Index (IJR) 0.01 304 +5% 78.95
EXACT Sciences Corporation (EXAS) 0.01 75 120.00
Vanguard Growth ETF (VUG) 0.01 98 163.27
Vanguard Value ETF (VTV) 0.01 79 113.92
Alerian Mlp Etf(amlp) 0.01 1099 10.01
Vanguard European ETF (VGK) 0.01 165 54.55
Ipath Dow Jones-aig Commodity 0.01 1010 21.78
iShares S&P; 1500 Index Fund (ISI) 0.01 135 66.67
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.01 56 214.29
WisdomTree MidCap Dividend Fund (DON) 0.01 398 35.18
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.01 170 NEW 64.71
Nuveen Maryland Premium Income Municipal (NMY) 0.01 1310 12.98
Barclays Bank Plc etn djubs sgar38 0.01 950 22.11
Schwab Emerging Markets Equity ETF (SCHE) 0.01 371 26.95
First Trust Health Care AlphaDEX Fd (FXH) 0.01 161 74.53
First Trust ISE ChIndia Index Fund (FNI) 0.01 381 36.75
Ishares Inc em mkt min vol 0.01 245 57.14
Duke Energy 0.01 233 90.13
stock 0.01 75 120.00
Ishares Core Intl Stock Etf core 0.01 252 +384% 59.52
Fs Investment Corporation 0.01 3000 6.00
Wheeler Real Estate Invt Tr cv pfd ser b 0.01 1600 13.75
Ishares Tr core msci euro 0.01 250 NEW 48.00
Ishares Tr core div grwth 0.01 225 40.00
Welltower Inc Com reit 0.01 177 79.10
Alphabet Inc Class A cs 0.01 8 1125.00
Alphabet Inc Class C cs 0.01 8 1125.00
Pure Storage Inc - Class A 0.01 1150 15.65
Vaneck Vectors Junior Gold Miners Etf etf 0.01 300 33.33
Global Net Lease 0.01 821 NEW 19.49
Broadcom Ltd 0.01 33 -21% 272.73
Invesco Financial Preferred Et other 0.01 850 NEW 18.82
Invesco Exchange Traded Fd T s&p500 eql tec 0.01 57 175.44
Dell Technologies Inc 0.01 185 48.65
Diamond Offshore Drilling (DO) 0.00 660 9.09
Taiwan Semiconductor Mfg (TSM) 0.00 24 41.67
CME (CME) 0.00 17 176.47
Goldman Sachs (GS) 0.00 12 166.67
Starwood Property Trust (STWD) 0.00 180 22.22
American Express Company (AXP) 0.00 20 100.00
Caterpillar (CAT) 0.00 54 129.63
FedEx Corporation (FDX) 0.00 20 NEW 150.00
Teva Pharmaceutical Industries (TEVA) 0.00 68 14.71
Archer Daniels Midland Company (ADM) 0.00 30 33.33
General Electric Company (GE) 0.00 245 12.24
United Parcel Service (UPS) 0.00 25 120.00
Digital Realty Trust (DLR) 0.00 29 103.45
Kimberly-Clark Corporation (KMB) 0.00 10 100.00
Kohl's Corporation (KSS) 0.00 7 0.00
Lumber Liquidators Holdings (LL) 0.00 100 10.00
Northrop Grumman Corporation (NOC) 0.00 15 333.33
Adobe Systems Incorporated (ADBE) 0.00 6 333.33
Brown-Forman Corporation (BF.B) 0.00 45 44.44
Nordstrom (JWN) 0.00 45 22.22
Nu Skin Enterprises (NUS) 0.00 6 0.00
Morgan Stanley (MS) 0.00 100 40.00
Nokia Corporation (NOK) 0.00 1 0.00
Vishay Intertechnology (VSH) 0.00 15 0.00
AstraZeneca (AZN) 0.00 100 40.00
Valero Energy Corporation (VLO) 0.00 25 80.00
BB&T; Corporation (BBT) 0.00 130 46.15
ConocoPhillips (COP) 0.00 117 59.83
Deere & Company (DE) 0.00 29 172.41
Honeywell International (HON) 0.00 16 187.50
Nextera Energy Inc C om 0.00 6 166.67
NIKE (NKE) 0.00 25 80.00
Pepsi (PEP) 0.00 28 142.86
Procter & Gamble Company (PG) 0.00 75 +200% 106.67
Schlumberger (SLB) 0.00 165 -4% 42.42
Prudential Financial (PRU) 0.00 76 +72% 105.26
Sturm, Ruger & Company (RGR) 0.00 50 60.00
Sempra Energy (SRE) 0.00 11 181.82
Chesapeake Energy Corporation (CHK) 0.00 48 0.00
Domino's Pizza (DPZ) 0.00 27 296.30
Advanced Micro Devices (AMD) 0.00 165 30.30
iShares NASDAQ Biotechnology Index (IBB) 0.00 25 120.00
Micron Technology (MU) 0.00 160 37.50
salesforce (CRM) 0.00 16 125.00
Key (KEY) 0.00 425 NEW 18.82
STMicroelectronics N.V. (STM) 0.00 80 12.50
Cypress Semiconductor Corporation (CY) 0.00 150 20.00
Medifast (MED) 0.00 15 133.33
Chipotle Mexican Grill (CMG) 0.00 11 727.27
Energy Transfer Equity (ETE) 0.00 227 13.22
Southwest Airlines (LUV) 0.00 120 50.00
MetLife (MET) 0.00 93 53.76
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.00 11 363.64
Celgene Corporation (CELG) 0.00 15 66.67
Cree (CREE) 0.00 32 62.50
Wabtec Corporation (WAB) 0.00 1 0.00
Teradyne (TER) 0.00 40 50.00
Technology SPDR (XLK) 0.00 76 -47% 78.95
Materials SPDR (XLB) 0.00 18 55.56
iShares Dow Jones US Home Const. (ITB) 0.00 200 40.00
iShares Russell 1000 Growth Index (IWF) 0.00 13 153.85
iShares S&P; 500 Value Index (IVE) 0.00 50 120.00
iShares S&P; MidCap 400 Index (IJH) 0.00 15 200.00
iShares S&P; MidCap 400 Growth (IJK) 0.00 19 210.53
Vanguard Small-Cap Value ETF (VBR) 0.00 40 NEW 125.00
Advanced Battery Technologies (ABAT) 0.00 30 0.00
Tesla Motors (TSLA) 0.00 10 200.00
iShares S&P; SmallCap 600 Growth (IJT) 0.00 25 200.00
Vishay Precision (VPG) 0.00 1 0.00
iShares Dow Jones US Technology (IYW) 0.00 30 200.00
iShares Morningstar Small Growth (JKK) 0.00 35 200.00
WisdomTree Equity Income Fund (DHS) 0.00 99 70.71
Goldfield Corporation (GV) 0.00 100 0.00
WisdomTree Intl. MidCap Dividend F (DIM) 0.00 132 60.61
WisdomTree Europe SmallCap Div Fd (DFE) 0.00 70 NEW 57.14
WisdomTree Global Equity Income Fd (DEW) 0.00 30 33.33
Schwab International Equity ETF (SCHF) 0.00 200 NEW 30.00
WisdomTree LargeCap Value Fund (EZY) 0.00 56 89.29
Ishares Tr s^p gtfidx etf 0.00 50 60.00
Te Connectivity Ltd for 0.00 10 100.00
Citigroup Inc 0.00 1 0.00
Prologis Inc. 0.00 18 55.56
Dunkin' Brands Group 0.00 43 69.77
Suncoke Energy 0.00 119 8.40
Groupon 0.00 80 0.00
Ishares Tr int pfd stk fd 0.00 500 NEW 16.00
Ishares Inc msci glb agri 0.00 96 31.25
Servicenow 0.00 13 307.69
Stratasys 0.00 80 25.00
Prothena 0.00 1 0.00
Mallinckrodt Pub 0.00 1 0.00
Gw Pharmaceuticals Plc ads 0.00 25 160.00
Tableau Software Inc Cl A 0.00 20 150.00
Fireeye 0.00 125 16.00
Sch Fnd Us Sm Etf schwab fdt us sc 0.00 26 38.46
Veeva Sys Inc cl a 0.00 13 -48% 153.85
Fidelity msci hlth care i 0.00 50 NEW 40.00
Fidelity msci energy idx 0.00 110 NEW 18.18
Vodafone Group New Adr F 0.00 40 25.00
Pentair cs 0.00 77 38.96
Biolife Solutions 0.00 2 0.00
Alibaba Group Holding Ltd Spon 0.00 20 +53% 150.00
Amphastar Pharmaceuticals 0.00 100 20.00
Ishares Tr Global Reit Etf 0.00 124 24.19
Medtronic 0.00 9 111.11
Qorvo 0.00 100 70.00
Baozun 0.00 65 46.15
Conformis 0.00 140 7.14
Aqua Metals 0.00 755 NEW 1.32
Goldman Sachs Etf Tr 0.00 76 52.63
Goldman Sachs Etf Tr activebeta eme 0.00 13 0.00
Ishares Tr fctsl msci int 0.00 10 0.00
Real Estate Select Sect Spdr 0.00 2 0.00
Etf Managers Tr tierra xp latin 0.00 103 29.13
Johnson Controls International Plc equity 0.00 9 0.00
Nutanix Inc cl a 0.00 200 25.00
Aurora Cannabis Inc snc 0.00 250 8.00
Canopy Gro 0.00 50 40.00
Mannkind 0.00 500 2.00
New Age Beverages 0.00 100 0.00
Frontier Communication 0.00 32 0.00
Brighthouse Finl Inc Com 0.00 1 0.00
Iqvia Holdings Inc 0.00 25 160.00
Nutrien0ltd0com0npv0isin0#ca67077m10860sedol0#bdrjln0 0.00 12 -99% 83.33
Cronos Group Inc 0.00 200 15.00
Reality Shares Nasdaq Nexgen Economy Etf etf 0.00 42 23.81
Nvent Electric Plc Voting equities 0.00 2 0.00
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit 0.00 300 16.67
Invesco S&p 500 Equal Weight Etf 0.00 30 100.00
Pgx etf 0.00 400 NEW 15.00
Pza etf 0.00 50 20.00
Invesco Cleantech Inc 0.00 5 0.00
Bausch Health Companies 0.00 50 20.00
Garrett Motion Inc 0.00 1 0.00
Resideo Technologies Inc 0.00 2 0.00
Dow Inc 0.00 14 NEW 71.43

Past 13F-HR SEC Filings by Lowe Wealth Advisors

View All Filings