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 64.57% of Lowe Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLI, VZ, XLE, VNQ, ICLN, PWR, MINT, JPST, VCSH, IVOL.
- Started 18 new stock positions in ACAD, AOUT, GNOG, IWP, XOP, CCIV, IWN, ST, BSV, INTC. ORCL, ICLN, WBA, AMC, CCL, PFE, VNQ, IBM.
- Reduced shares in these 10 stocks: SH, USMV, XAR, QQQ, XLY, QLTA, SPY, ANGL, IWV, HWM.
- Sold out of its positions in AMLP, APT, AQMS, Rts/bristol-myers Squibb Compa, DLR, ET, XLG, IEUR, PYPL, O. SQM, SXC.
- Lowe Wealth Advisors was a net seller of stock by $-1.5M.
- Lowe Wealth Advisors has $199M in assets under management (AUM), dropping by 1.01%.
- Central Index Key (CIK): 0001574010
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Portfolio Holdings for Lowe Wealth Advisors
Companies in the Lowe Wealth Advisors portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 29.3 | $58M | 147k | 396.33 | ||
| Invesco QQQ Trust Unit Ser 1 (QQQ) | 11.5 | $23M | -2% | 72k | 319.14 | |
| iShares Tr MSCI USA MinVolatility Etf (USMV) | 10.5 | $21M | -9% | 301k | 69.19 | |
| iShares Gold Trust Etf (IAU) | 7.1 | $14M | 871k | 16.26 | ||
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 6.1 | $12M | 147k | 82.50 | ||
| PIMCO Enhanced Short Maturity ETF Etf (MINT) | 5.0 | $10M | +2% | 98k | 101.91 | |
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 4.6 | $9.2M | +3% | 181k | 50.76 | |
| iShares Core MSCI EAFE Etf (IEFA) | 4.0 | $7.9M | 110k | 72.05 | ||
| iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA) | 2.5 | $4.9M | -9% | 88k | 55.43 | |
| iShares DJ US Total Market Index Etf (IYY) | 2.3 | $4.5M | 45k | 99.86 | ||
| Market Vectors Gold Miners ETF Etf (GDX) | 1.7 | $3.4M | 105k | 32.50 | ||
| Industrial Select Sector SPDRA Sbi Int-inds (XLI) | 1.4 | $2.8M | +44385% | 28k | 98.44 | |
| Energy Select Sector SPDRA Etf (XLE) | 1.2 | $2.3M | +47% | 47k | 49.05 | |
| iShares Core MSCI Emerging Markets Etf (IEMG) | 1.1 | $2.2M | +4% | 35k | 64.35 | |
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| SPDR S&P MidCap 400 Etf (MDY) | 1.0 | $2.0M | 4.2k | 476.06 | ||
| VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) | 0.8 | $1.6M | -12% | 50k | 31.94 | |
| iShares Russell 3000 Etf (IWV) | 0.6 | $1.3M | -12% | 5.4k | 237.30 | |
| McCormick & Company, Incorporated (MKC) | 0.6 | $1.3M | 14k | 89.12 | ||
| Verizon Communications (VZ) | 0.6 | $1.2M | +650% | 21k | 58.13 | |
| VanEck Vectors Semiconductor ETF Etf (SMH) | 0.6 | $1.1M | 4.6k | 243.58 | ||
| WisdomTree India Earnings ETF Etf (EPI) | 0.5 | $956k | 30k | 31.52 | ||
| Apple (AAPL) | 0.4 | $749k | -2% | 6.1k | 122.13 | |
| Microsoft Corporation (MSFT) | 0.3 | $665k | 2.8k | 235.82 | ||
| Vanguard REIT ETF Etf (VNQ) | 0.3 | $522k | NEW | 5.7k | 91.90 | |
| iShares Global Clean Energy Etf (ICLN) | 0.3 | $509k | NEW | 21k | 24.31 | |
| McCormick & Company, Incorporated (MKC.V) | 0.2 | $385k | 4.3k | 89.08 | ||
| iShares High Dividend Etf (HDV) | 0.2 | $380k | -6% | 4.0k | 94.95 | |
| iShares MSCI KLD 400 Social ETF Etf (DSI) | 0.2 | $364k | 4.8k | 76.37 | ||
| Quanta Services (PWR) | 0.2 | $339k | +7610% | 3.9k | 87.94 | |
| Ameren Corporation (AEE) | 0.2 | $337k | 4.1k | 81.44 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $312k | 5.6k | 55.87 | ||
| Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $278k | 1.3k | 207.00 | ||
| iShares International Select Dividend Etf (IDV) | 0.1 | $270k | -27% | 8.6k | 31.51 | |
| Utilities SPDR ETF Etf (XLU) | 0.1 | $238k | +65% | 3.7k | 63.93 | |
| PPL Corporation (PPL) | 0.1 | $233k | 8.1k | 28.88 | ||
| Automatic Data Processing (ADP) | 0.1 | $229k | 1.2k | 188.48 | ||
| Prudential Financial (PRU) | 0.1 | $210k | +2927% | 2.3k | 91.26 | |
| ProShares Short S&P500 Etf (SH) | 0.1 | $210k | -93% | 13k | 16.73 | |
| Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL) | 0.1 | $208k | +5728% | 7.3k | 28.55 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $205k | -3% | 554.00 | 370.04 | |
| At&t (T) | 0.1 | $201k | +132% | 6.6k | 30.33 | |
| Badger Meter (BMI) | 0.1 | $194k | -15% | 2.1k | 93.18 | |
| Newmont Mining Corporation (NEM) | 0.1 | $194k | 3.2k | 60.25 | ||
| Amazon (AMZN) | 0.1 | $158k | 51.00 | 3098.04 | ||
| T. Rowe Price (TROW) | 0.1 | $148k | 860.00 | 172.09 | ||
| WisdomTree Dividend ex-Financials Etf (DTN) | 0.1 | $146k | -14% | 1.6k | 94.19 | |
| Ishares Silver Trust Etf (SLV) | 0.1 | $142k | -11% | 6.3k | 22.71 | |
| Hershey Company (HSY) | 0.1 | $141k | 894.00 | 157.72 | ||
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.1 | $133k | 2.4k | 55.19 | ||
| Visa (V) | 0.1 | $132k | -15% | 622.00 | 212.22 | |
| Beyond Meat (BYND) | 0.1 | $130k | 1.0k | 130.00 | ||
| iShares Core MSCI Pacific ETF Etf (IPAC) | 0.1 | $125k | +368% | 1.9k | 66.67 | |
| iShares ESG MSCI USA ETF Etf (ESGU) | 0.1 | $123k | 1.4k | 91.11 | ||
| iShares S&P 100 Index Fund CBOE Etf (OEF) | 0.1 | $122k | 677.00 | 180.21 | ||
| Walt Disney Company (DIS) | 0.1 | $114k | 616.00 | 185.06 | ||
| SPDR S&P Aerospace & Defense ETF Etf (XAR) | 0.1 | $112k | -86% | 890.00 | 125.84 | |
| iShares S&P 500 Growth Etf (IVW) | 0.1 | $111k | 1.7k | 64.99 | ||
| SPDR Wells Fargo Preferred Stock ETF Etf (PSK) | 0.1 | $108k | +107% | 2.5k | 43.29 | |
| Coca-Cola Company (KO) | 0.1 | $103k | +3% | 2.0k | 52.47 | |
| Johnson & Johnson (JNJ) | 0.1 | $102k | 621.00 | 164.25 | ||
| Home Depot (HD) | 0.0 | $99k | 324.00 | 305.56 | ||
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $96k | 2.9k | 33.00 | ||
| Facebook Inc cl a (FB) | 0.0 | $92k | 312.00 | 294.87 | ||
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.0 | $91k | 1.2k | 75.83 | ||
| Materials Select Sector SPDRA Etf (XLB) | 0.0 | $80k | +10% | 1.0k | 78.59 | |
| UnitedHealth (UNH) | 0.0 | $80k | 215.00 | 372.09 | ||
| iShares Select Dividend Etf (DVY) | 0.0 | $79k | -8% | 688.00 | 114.83 | |
| Chevron Corporation (CVX) | 0.0 | $77k | 738.00 | 104.34 | ||
| Broadridge Financial Solutions (BR) | 0.0 | $75k | 491.00 | 152.75 | ||
| Viacomcbs (VIAC) | 0.0 | $69k | 1.5k | 45.28 | ||
| Sun Life Financial (SLF) | 0.0 | $66k | 1.3k | 50.85 | ||
| Rockwell Automation (ROK) | 0.0 | $66k | 248.00 | 266.13 | ||
| iShares 0-5 Year High Yield Corp Bd ETF Etf (SHYG) | 0.0 | $64k | -22% | 1.4k | 45.71 | |
| Starbucks Corporation (SBUX) | 0.0 | $62k | 568.00 | 109.15 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $60k | 169.00 | 355.03 | ||
| General Mills (GIS) | 0.0 | $59k | 960.00 | 61.46 | ||
| SPDR S&P 500 Growth Etf (SPYG) | 0.0 | $56k | 991.00 | 56.51 | ||
| Air Products & Chemicals (APD) | 0.0 | $56k | 200.00 | 280.00 | ||
| Vanguard Value ETF Etf (VTV) | 0.0 | $54k | 412.00 | 131.07 | ||
| PNC Financial Services (PNC) | 0.0 | $54k | 308.00 | 175.32 | ||
| iShares MSCI Global Gold Miners Etf (RING) | 0.0 | $54k | -3% | 2.0k | 27.51 | |
| Garmin SHS (GRMN) | 0.0 | $53k | 400.00 | 132.50 | ||
| iShares MSCI Emerging Markets Etf (EEM) | 0.0 | $53k | 1.0k | 52.89 | ||
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $52k | -34% | 400.00 | 130.00 | |
| DNP Select Income Fund (DNP) | 0.0 | $52k | 5.3k | 9.82 | ||
| Berkshire Hathaway (BRK.B) | 0.0 | $51k | 200.00 | 255.00 | ||
| BP Adr (BP) | 0.0 | $51k | -16% | 2.1k | 24.37 | |
| 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 | ||
| Wal-Mart Stores (WMT) | 0.0 | $45k | -26% | 331.00 | 135.95 | |
| Prologis (PLD) | 0.0 | $45k | 423.00 | 106.38 | ||
| Xcel Energy (XEL) | 0.0 | $44k | 658.00 | 66.87 | ||
| Abbott Laboratories (ABT) | 0.0 | $44k | 365.00 | 120.55 | ||
| iShares Russell 2000 Etf (IWM) | 0.0 | $43k | 193.00 | 222.80 | ||
| American Electric Power Company (AEP) | 0.0 | $43k | -16% | 511.00 | 84.15 | |
| iShares US Preferred Etf (PFF) | 0.0 | $43k | 1.1k | 38.22 | ||
| Abbvie (ABBV) | 0.0 | $41k | 375.00 | 109.33 | ||
| iShares Core S&P Small-Cap Etf (IJR) | 0.0 | $39k | 359.00 | 108.64 | ||
| Lowe's Companies (LOW) | 0.0 | $39k | 205.00 | 190.24 | ||
| Ameriprise Financial (AMP) | 0.0 | $39k | 167.00 | 233.53 | ||
| Sensata Technologies Holding SHS (ST) | 0.0 | $39k | NEW | 665.00 | 58.65 | |
| Cdk Global Inc equities (CDK) | 0.0 | $38k | 699.00 | 54.36 | ||
| iShares Core S&P 500 Etf (IVV) | 0.0 | $38k | +14% | 96.00 | 395.83 | |
| Merck & Co (MRK) | 0.0 | $38k | 489.00 | 77.71 | ||
| Market Vectors Agribusiness ETF Etf (MOO) | 0.0 | $35k | 395.00 | 88.61 | ||
| Yamana Gold (AUY) | 0.0 | $35k | 8.0k | 4.38 | ||
| Align Technology (ALGN) | 0.0 | $35k | 65.00 | 538.46 | ||
| iShares Core US Aggregate Bond Etf (AGG) | 0.0 | $35k | -73% | 307.00 | 114.01 | |
| Bank of America Corporation (BAC) | 0.0 | $34k | 870.00 | 39.08 | ||
| FedEx Corporation (FDX) | 0.0 | $34k | 120.00 | 283.33 | ||
| Accenture SHS (ACN) | 0.0 | $32k | 117.00 | 273.50 | ||
| iShares Core US REIT ETF Etf (USRT) | 0.0 | $32k | 610.00 | 52.46 | ||
| Hilton Worldwide Holdings (HLT) | 0.0 | $31k | 255.00 | 121.57 | ||
| Comcast Corporation (CMCSA) | 0.0 | $29k | 543.00 | 53.41 | ||
| Tesla Motors (TSLA) | 0.0 | $29k | 44.00 | 659.09 | ||
| McDonald's Corporation (MCD) | 0.0 | $28k | +19% | 124.00 | 225.81 | |
| iShares MSCI Singapore ETF Etf (EWS) | 0.0 | $28k | 1.2k | 23.33 | ||
| Ramco-Gershenson Properties Trust Perp Pfd-d Cv (RPT.PD) | 0.0 | $27k | 500.00 | 54.00 | ||
| Main Street Capital Corporation (MAIN) | 0.0 | $27k | 700.00 | 38.57 | ||
| MFAM Small-Cap Growth ETF Etf (MFMS) | 0.0 | $25k | 667.00 | 37.48 | ||
| Synopsys (SNPS) | 0.0 | $25k | 100.00 | 250.00 | ||
| Ford Motor Company (F) | 0.0 | $25k | 2.0k | 12.50 | ||
| SPDR S&P Dividend ETF Etf (SDY) | 0.0 | $25k | -21% | 216.00 | 115.74 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $24k | +400% | 75.00 | 320.00 | |
| Under Armour (UAA) | 0.0 | $23k | -3% | 1.0k | 21.95 | |
| First Trust ISE Chindia Idx Etf (FNI) | 0.0 | $23k | 381.00 | 60.37 | ||
| Under Armour Inc Cl C (UA) | 0.0 | $23k | 1.3k | 18.10 | ||
| Leggett & Platt (LEG) | 0.0 | $23k | 500.00 | 46.00 | ||
| Paychex (PAYX) | 0.0 | $23k | 230.00 | 100.00 | ||
| Lexington Realty Trust Pfd Conv Ser C (LXP.PC) | 0.0 | $23k | 400.00 | 57.50 | ||
| Exelon Corporation (EXC) | 0.0 | $23k | 516.00 | 44.57 | ||
| 4068594 Enphase Energy (ENPH) | 0.0 | $22k | 134.00 | 164.18 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $21k | +26% | 279.00 | 75.27 | |
| Dollar General (DG) | 0.0 | $20k | 100.00 | 200.00 | ||
| VanEck Vectors Oil Services ETF Etf (OIH) | 0.0 | $19k | 100.00 | 190.00 | ||
| Churchill Downs (CHDN) | 0.0 | $19k | 85.00 | 223.53 | ||
| Nuveen Maryland Premium Income Municipal (NMY) | 0.0 | $19k | 1.3k | 14.50 | ||
| MasterCard Incorporated (MA) | 0.0 | $18k | 50.00 | 360.00 | ||
| Caterpillar (CAT) | 0.0 | $18k | +40% | 76.00 | 236.84 | |
| Sotherly Hotels (SOHO) | 0.0 | $18k | 5.3k | 3.40 | ||
| First Trust Health Care AlphaDEX Etf (FXH) | 0.0 | $17k | 161.00 | 105.59 | ||
| iShares US Home Construction Etf (ITB) | 0.0 | $17k | 250.00 | 68.00 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $17k | 8.00 | 2125.00 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $17k | 8.00 | 2125.00 | ||
| Dell Technologies (DELL) | 0.0 | $16k | 185.00 | 86.49 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $16k | 11.00 | 1454.55 | ||
| iShares MSCI EmrgMkts MinVolatility Etf (EEMV) | 0.0 | $15k | 245.00 | 61.22 | ||
| Guggenheim S&P 500 Eq Wt Technology ETF Etf (RYT) | 0.0 | $15k | 57.00 | 263.16 | ||
| Becton, Dickinson and (BDX) | 0.0 | $15k | 60.00 | 250.00 | ||
| Ishares Russell MidCap Growth ETF Etf (IWP) | 0.0 | $15k | NEW | 150.00 | 100.00 | |
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 0.0 | $15k | 161.00 | 93.17 | ||
| iShares US Real Estate Etf (IYR) | 0.0 | $15k | 158.00 | 94.94 | ||
| Market Vectors Junior Gold Miners ETF Etf (GDXJ) | 0.0 | $14k | 300.00 | 46.67 | ||
| iShares Russell 2000 Value Etf (IWN) | 0.0 | $14k | NEW | 85.00 | 164.71 | |
| Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY) | 0.0 | $14k | -97% | 85.00 | 164.71 | |
| Broadcom (AVGO) | 0.0 | $14k | +3% | 30.00 | 466.67 | |
| Stericycle (SRCL) | 0.0 | $14k | 200.00 | 70.00 | ||
| Oracle Corporation (ORCL) | 0.0 | $14k | NEW | 200.00 | 70.00 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $14k | 187.00 | 74.87 | ||
| Zynga (ZNGA) | 0.0 | $14k | 1.3k | 10.50 | ||
| Duke Energy (DUK) | 0.0 | $13k | 133.00 | 97.74 | ||
| Waste Management (WM) | 0.0 | $13k | 102.00 | 127.45 | ||
| Amgen (AMGN) | 0.0 | $13k | 52.00 | 250.00 | ||
| Magellan Midstream Partners (MMP) | 0.0 | $13k | 300.00 | 43.33 | ||
| Pure Storage Inc - Class A (PSTG) | 0.0 | $12k | 575.00 | 20.87 | ||
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $12k | 401.00 | 29.93 | ||
| SPDR Dow Jones Industrial Average Etf (DIA) | 0.0 | $12k | 36.00 | 333.33 | ||
| Invesco Financial Preferred ETF Etf (PGF) | 0.0 | $12k | 650.00 | 18.46 | ||
| Masimo Corporation (MASI) | 0.0 | $11k | -33% | 50.00 | 220.00 | |
| Alibaba Group Holding Ads (BABA) | 0.0 | $11k | -12% | 50.00 | 220.00 | |
| iShares Morningstar Small-Cap Growth ETF Etf (ISCG) | 0.0 | $11k | 35.00 | 314.29 | ||
| Deere & Company (DE) | 0.0 | $11k | 29.00 | 379.31 | ||
| Cisco Systems (CSCO) | 0.0 | $11k | 208.00 | 52.88 | ||
| Southwest Airlines (LUV) | 0.0 | $11k | -76% | 175.00 | 62.86 | |
| 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 | ||
| Carnival Corp Unit (CCL) | 0.0 | $10k | NEW | 380.00 | 26.32 | |
| SPDR Gold Shares Etf (GLD) | 0.0 | $10k | 65.00 | 153.85 | ||
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.0 | $10k | 194.00 | 51.55 | ||
| Domino's Pizza (DPZ) | 0.0 | $10k | 27.00 | 370.37 | ||
| Altria (MO) | 0.0 | $10k | 200.00 | 50.00 | ||
| ConocoPhillips (COP) | 0.0 | $10k | 197.00 | 50.76 | ||
| Wheeler Real Estate Investment Trust Cv Pfd Ser (WHLRP) | 0.0 | $10k | 900.00 | 11.11 | ||
| H&R Block (HRB) | 0.0 | $9.0k | 406.00 | 22.17 | ||
| Netflix (NFLX) | 0.0 | $9.0k | 17.00 | 529.41 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $9.0k | +833% | 140.00 | 64.29 | |
| WisdomTree International MidCap Div ETF Etf (DIM) | 0.0 | $9.0k | 132.00 | 68.18 | ||
| Morgan Stanley (MS) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| Advanced Micro Devices (AMD) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| WisdomTree Europe SmallCap Dividend ETF Etf (DFE) | 0.0 | $8.0k | 115.00 | 69.57 | ||
| Aurinia Pharmaceuticals (AUPH) | 0.0 | $7.0k | 531.00 | 13.18 | ||
| Consumer Staples Select Sector SPDRA Sbi Cons Stpls (XLP) | 0.0 | $7.0k | 100.00 | 70.00 | ||
| 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 | ||
| Technology Select Sector SPDRA Etf (XLK) | 0.0 | $6.0k | 46.00 | 130.43 | ||
| Medifast (MED) | 0.0 | $6.0k | 30.00 | 200.00 | ||
| iShares S&P Small-Cap 600 Growth Etf (IJT) | 0.0 | $6.0k | 50.00 | 120.00 | ||
| iShares S&P MidCap 400 Growth Etf (IJK) | 0.0 | $6.0k | 72.00 | 83.33 | ||
| iShares Core MSCI Total Intl Stk Etf (IXUS) | 0.0 | $6.0k | +41% | 85.00 | 70.59 | |
| Financial Select Sector SPDR Etf (XLF) | 0.0 | $6.0k | 180.00 | 33.33 | ||
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $5.0k | NEW | 180.00 | 27.78 | |
| Pentair cs (PNR) | 0.0 | $5.0k | 77.00 | 64.94 | ||
| Intel Corporation (INTC) | 0.0 | $5.0k | NEW | 75.00 | 66.67 | |
| WisdomTree International SmallCp Div ETF Etf (DLS) | 0.0 | $5.0k | -58% | 70.00 | 71.43 | |
| Vanguard Short Term Bond ETF Etf (BSV) | 0.0 | $5.0k | NEW | 63.00 | 79.37 | |
| Lumber Liquidators Holdings (LL) | 0.0 | $5.0k | 200.00 | 25.00 | ||
| Astrazeneca Plc -spons Adr (AZN) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| stock (SPLK) | 0.0 | $5.0k | 40.00 | 125.00 | ||
| GW Pharmaceuticals Ads (GWPH) | 0.0 | $5.0k | 25.00 | 200.00 | ||
| Nutanix Inc cl a (NTNX) | 0.0 | $5.0k | 200.00 | 25.00 | ||
| iShares MSCI Glbl Agriculture Producers Etf (VEGI) | 0.0 | $4.0k | 96.00 | 41.67 | ||
| Cardinal Health (CAH) | 0.0 | $4.0k | 70.00 | 57.14 | ||
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $4.0k | 51.00 | 78.43 | ||
| iShares Core S&P Mid-Cap Etf (IJH) | 0.0 | $4.0k | -17% | 14.00 | 285.71 | |
| Pfizer (PFE) | 0.0 | $4.0k | NEW | 100.00 | 40.00 | |
| 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 | ||
| iShares Global Timber & Forestry Etf (WOOD) | 0.0 | $4.0k | 50.00 | 80.00 | ||
| Nio Inc Ads Repstg Cl A Ord Spon Ads (NIO) | 0.0 | $4.0k | +33% | 100.00 | 40.00 | |
| SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP) | 0.0 | $4.0k | NEW | 50.00 | 80.00 | |
| International Business Machines (IBM) | 0.0 | $4.0k | NEW | 33.00 | 121.21 | |
| Guggenheim S&P 500A Equal Weight Etf (RSP) | 0.0 | $4.0k | -95% | 30.00 | 133.33 | |
| Pepsi (PEP) | 0.0 | $4.0k | 28.00 | 142.86 | ||
| Starwood Property Trust (STWD) | 0.0 | $4.0k | 180.00 | 22.22 | ||
| Brown-Forman Corporation (BF.B) | 0.0 | $3.0k | 45.00 | 66.67 | ||
| Marriott International (MAR) | 0.0 | $3.0k | -58% | 18.00 | 166.67 | |
| General Electric Company (GE) | 0.0 | $3.0k | 245.00 | 12.24 | ||
| Vanguard Growth ETF Etf (VUG) | 0.0 | $3.0k | -52% | 11.00 | 272.73 | |
| American Express Company (AXP) | 0.0 | $3.0k | 20.00 | 150.00 | ||
| CSX Corporation (CSX) | 0.0 | $3.0k | 32.00 | 93.75 | ||
| 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 | ||
| Fidelity MSCI Health Care ETF Etf (FHLC) | 0.0 | $3.0k | 50.00 | 60.00 | ||
| Howmet Aerospace (HWM) | 0.0 | $3.0k | -98% | 100.00 | 30.00 | |
| 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 | ||
| ETFMG Alternative Harvest ETF Etf (MJ) | 0.0 | $2.0k | -19% | 83.00 | 24.10 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $2.0k | 30.00 | 66.67 | ||
| Truist Financial Corp equities (TFC) | 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 | ||
| Valero Energy Corporation (VLO) | 0.0 | $2.0k | 25.00 | 80.00 | ||
| 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 | ||
| Bausch Health Companies (BHC) | 0.0 | $2.0k | 50.00 | 40.00 | ||
| Churchill Capital Iv Corp (CCIV) | 0.0 | $2.0k | NEW | 80.00 | 25.00 | |
| Nextera Energy (NEE) | 0.0 | $2.0k | 24.00 | 83.33 | ||
| SPDR Portfolio Developed Wld ex-US ETF Etf (SPDW) | 0.0 | $2.0k | 49.00 | 40.82 | ||
| Nordstrom (JWN) | 0.0 | $2.0k | 45.00 | 44.44 | ||
| American Outdoor (AOUT) | 0.0 | $2.0k | NEW | 99.00 | 20.20 | |
| Reality Shs Etf Tr Nsd Nxgn Eco Etf Etf (BLCN) | 0.0 | $2.0k | 42.00 | 47.62 | ||
| Teva Pharmaceutical Industries Adr (TEVA) | 0.0 | $1.0k | 68.00 | 14.71 | ||
| 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 | ||
| Comscore (SCOR) | 0.0 | $1.0k | 200.00 | 5.00 | ||
| TE Connectivity SHS (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | ||
| Amc Entmt Hldgs Inc Cl A (AMC) | 0.0 | $1.0k | NEW | 100.00 | 10.00 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $1.0k | NEW | 25.00 | 40.00 | |
| PowerShares Insured National Muni Bond Etf (PZA) | 0.0 | $1.0k | 50.00 | 20.00 | ||
| Arconic (ARNC) | 0.0 | $1.0k | -99% | 25.00 | 40.00 | |
| Clene Ord (GNOG) | 0.0 | $1.0k | NEW | 100.00 | 10.00 | |
| Medtronic (MDT) | 0.0 | $999.999900 | 9.00 | 111.11 | ||
| Johnson Controls International Plc equity (JCI) | 0.0 | $999.999900 | 9.00 | 111.11 | ||
| Nutrien (NTR) | 0.0 | $999.999600 | 12.00 | 83.33 | ||
| Fidelity MSCI Energy ETF Etf (FENY) | 0.0 | $999.999000 | 110.00 | 9.09 | ||
| 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 | 15.00 | 0.00 | ||
| Wabtec Corporation (WAB) | 0.0 | $0 | 1.00 | 0.00 | ||
| Advanced Battery Technologies | 0.0 | $0 | 30.00 | 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 | ||
| Drive Shack (DS) | 0.0 | $0 | 100.00 | 0.00 | ||
| Crispr Therapeutics Agnamen Akt Namen Akt (CRSP) | 0.0 | $0 | 4.00 | 0.00 | ||
| Frontier Communication (FTRCQ) | 0.0 | $0 | 17.00 | 0.00 | ||
| Nvent Electric SHS (NVT) | 0.0 | $0 | 2.00 | 0.00 | ||
| Invesco Cleantech ETF Etf (ERTH) | 0.0 | $0 | 5.00 | 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 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
- 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