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 December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 27.08 151437 321.86
Ishares Tr usa min vo 13.64 374246 65.60
Invesco Qqq Trust Series 1 9.76 82651 212.60
iShares Gold Trust (IAU) 5.87 728962 +4% 14.50
Vanguard Short Term Corporate Bond ETF (VCSH) 5.42 120376 +5% 81.03
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 4.39 77683 +3% 101.59
Ishares Core Msci Eafe Etf core msci eafe 3.81 105227 +2% 65.24
SPDR S&P; Dividend (SDY) 3.58 59872 107.56
iShares Dow Jones U.S. Index Fund (IYY) 3.35 37809 159.64
WisdomTree Dividend ex-Fin Fund (DTN) 3.22 62675 92.49
Financial Select Sector SPDR (XLF) 2.70 157745 -2% 30.78
Ishares High Dividend Equity F 1.86 34067 98.07
Proshares Tr short s&p 500 ne 1.61 120654 +2% 24.01
J P Morgan Exchange Traded F ultra shrt 1.59 56578 +20% 50.43
Annaly Capital Management (NLY) 1.45 276303 +5% 9.42
Vaneck Vectors Gold Miners mutual 1.36 83330 +89% 29.28
SPDR S&P; MidCap 400 ETF (MDY) 1.02 4899 375.38
Ishares Inc core msci emkt 0.88 29448 +7% 53.76
iShares Russell 3000 Index (IWV) 0.83 7880 -11% 188.45
McCormick & Company, Incorporated (MKC) 0.67 7105 169.74
WisdomTree India Earnings Fund (EPI) 0.56 40555 24.88
Microsoft Corporation (MSFT) 0.29 3323 157.69
Apple (AAPL) 0.26 1572 -3% 293.89
McCormick & Company, Incorporated (MKC.V) 0.26 2711 171.15
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.25 13290 +28% 33.56
Lockheed Martin Corporation (LMT) 0.20 906 +11% 389.62
Ameren Corporation (AEE) 0.18 4138 76.85
Consumer Discretionary SPDR (XLY) 0.16 2235 +2135% 125.28
Badger Meter (BMI) 0.15 4192 64.89
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.15 2183 +29% 120.02
Arconic Inc Com stock 0.13 7600 30.79
Beyond Meat Inc 0.13 3150 NEW 75.56
Automatic Data Processing (ADP) 0.12 1215 170.37
Verizon Communications (VZ) 0.09 2615 61.57
Exxon Mobil Corporation (XOM) 0.08 2028 -22% 70.02
Newmont Mining Corporation (NEM) 0.08 3220 -85% 43.48
iShares Lehman Aggregate Bond (AGG) 0.08 1275 -9% 112.16
AT&T; (T) 0.07 3073 39.05
Merck & Co (MRK) 0.07 1352 -3% 90.98
Vanguard Total Stock Market ETF (VTI) 0.07 726 163.91
Coca-Cola Company (KO) 0.06 1898 55.32
Johnson & Johnson (JNJ) 0.06 677 -2% 146.23
T. Rowe Price (TROW) 0.06 920 121.74
iShares S&P; 100 Index (OEF) 0.06 777 -11% 144.14
iShares S&P; 500 Growth Index (IVW) 0.06 527 193.55
iShares Silver Trust (SLV) 0.06 6053 16.69
Chevron Corporation (CVX) 0.05 738 -36% 120.60
iShares MSCI ACWI ex US Index Fund (ACWX) 0.05 1910 49.21
Home Depot (HD) 0.04 292 219.18
Walt Disney Company (DIS) 0.04 488 145.49
iShares Dow Jones Select Dividend (DVY) 0.04 748 105.61
DNP Select Income Fund (DNP) 0.04 5294 12.84
Facebook Inc cl a 0.04 315 206.35
Viacomcbs Inc 0.04 1524 NEW 41.99
BP (BP) 0.03 1622 37.61
iShares MSCI Emerging Markets Indx (EEM) 0.03 1002 44.91
Broadridge Financial Solutions (BR) 0.03 491 124.24
PNC Financial Services (PNC) 0.03 308 159.09
Berkshire Hathaway (BRK.B) 0.03 200 225.00
Wal-Mart Stores (WMT) 0.03 488 118.85
Texas Instruments Incorporated (TXN) 0.03 400 127.50
American Electric Power Company (AEP) 0.03 611 94.93
Starbucks Corporation (SBUX) 0.03 695 87.77
Constellation Brands (STZ) 0.03 300 190.00
Sun Life Financial Inc 0.03 1290 45.74
Rockwell Automation (ROK) 0.03 253 +2% 201.58
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.03 625 84.80
Ishares Tr 0-5yr hi yl cp 0.03 1275 46.27
Ishares Msci Global Gold Min etp 0.03 1963 23.94
JPMorgan Chase & Co. (JPM) 0.02 236 +12% 139.83
Bank of America Corporation (BAC) 0.02 1197 -6% 35.09
Ameriprise Financial (AMP) 0.02 167 167.66
Paychex (PAYX) 0.02 453 86.09
Eastman Chemical Company (EMN) 0.02 350 80.00
Stryker Corporation (SYK) 0.02 200 210.00
United Technologies Corporation (UTX) 0.02 187 149.73
iShares S&P; 500 Index (IVV) 0.02 108 324.07
Freeport-McMoRan Copper & Gold (FCX) 0.02 2909 13.06
Lowe's Companies (LOW) 0.02 230 121.74
Visa (V) 0.02 161 186.34
Xcel Energy (XEL) 0.02 658 63.83
Amazon (AMZN) 0.02 20 1850.00
Under Armour (UA) 0.02 1608 21.77
Eaton Vance (EV) 0.02 800 46.25
Realty Income (O) 0.02 400 72.50
Vanguard Europe Pacific ETF (VEA) 0.02 929 -21% 44.13
Yamana Gold Inc 0.02 8000 4.00
iShares S&P; SmallCap 600 Index (IJR) 0.02 340 +4% 85.29
iShares Morningstar Mid Core Index (JKG) 0.02 155 206.45
SPDR Barclays Capital Convertible SecETF (CWB) 0.02 526 55.13
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.02 947 NEW 42.24
iShares FTSE NAREIT Real Est 50 Ind (FTY) 0.02 610 54.10
Barclays Bank Plc etn djubscottn38 0.02 700 44.29
Lexington Rlty Trst Pref 6.50% pfd 0.02 500 58.00
Abbvie 0.02 410 -26% 87.80
Cdk Global Inc equities 0.02 699 54.36
Under Armour Inc Cl C 0.02 1799 19.46
Vaneck Vectors Agribusiness alt 0.02 395 68.35
Invesco Exchange Traded Fd T s&p500 pur gwt 0.02 299 127.09
Invesco S&p 500 Top 50 Etf 0.02 138 231.88
Cigna Corp New 0.02 214 NEW 205.61
Ramco-gershenson Properties Trust perp pfd-d cv 0.02 500 60.00
Comcast Corporation (CMCSA) 0.01 543 44.20
MasterCard Incorporated (MA) 0.01 50 300.00
Costco Wholesale Corporation (COST) 0.01 50 -50% 300.00
McDonald's Corporation (MCD) 0.01 70 200.00
Waste Management (WM) 0.01 102 NEW 117.65
Abbott Laboratories (ABT) 0.01 277 86.64
Pfizer (PFE) 0.01 300 40.00
Cisco Systems (CSCO) 0.01 508 -15% 47.24
H&R; Block (HRB) 0.01 406 24.63
AFLAC Incorporated (AFL) 0.01 400 52.50
CVS Caremark Corporation (CVS) 0.01 214 74.77
Becton, Dickinson and (BDX) 0.01 60 266.67
Altria (MO) 0.01 200 50.00
Amgen (AMGN) 0.01 77 246.75
UnitedHealth (UNH) 0.01 81 296.30
Ford Motor Company (F) 0.01 2000 9.50
Exelon Corporation (EXC) 0.01 516 46.51
Stericycle (SRCL) 0.01 200 65.00
Accenture 0.01 117 213.68
Washington Real Estate Investment Trust (WRE) 0.01 400 30.00
Hershey Company (HSY) 0.01 92 152.17
Churchill Downs (CHDN) 0.01 135 140.74
Thor Industries (THO) 0.01 334 74.85
SPDR Gold Trust (GLD) 0.01 65 138.46
Advanced Micro Devices (AMD) 0.01 190 +15% 47.37
Energy Select Sector SPDR (XLE) 0.01 200 +33% 60.00
Micron Technology (MU) 0.01 160 56.25
iShares Russell 2000 Index (IWM) 0.01 68 161.76
Key (KEY) 0.01 425 21.18
Align Technology (ALGN) 0.01 65 276.92
Chipotle Mexican Grill (CMG) 0.01 13 +18% 846.15
Omega Healthcare Investors (OHI) 0.01 384 41.67
Magellan Midstream Partners (MMP) 0.01 300 63.33
iShares Dow Jones US Home Const. (ITB) 0.01 200 45.00
Masimo Corporation (MASI) 0.01 75 160.00
SPDR Dow Jones Industrial Average ETF (DIA) 0.01 36 NEW 277.78
Dollar General (DG) 0.01 100 160.00
iShares Dow Jones US Basic Mater. (IYM) 0.01 112 NEW 98.21
Utilities SPDR (XLU) 0.01 167 NEW 65.87
iShares Dow Jones US Real Estate (IYR) 0.01 158 NEW 94.94
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.01 240 -42% 108.33
iShares S&P; GSCI Commodity-Indexed (GSG) 0.01 775 16.77
Vanguard Growth ETF (VUG) 0.01 98 183.67
Vanguard Value ETF (VTV) 0.01 79 113.92
Alerian Mlp Etf(amlp) 0.01 1099 8.19
Vanguard European ETF (VGK) 0.01 165 60.61
Ipath Dow Jones-aig Commodity 0.01 1010 22.77
iShares S&P; 1500 Index Fund (ISI) 0.01 135 74.07
Vanguard Health Care ETF (VHT) 0.01 105 NEW 190.48
WisdomTree MidCap Dividend Fund (DON) 0.01 398 37.69
WisdomTree Intl. SmallCap Div Fd. (DLS) 0.01 170 70.59
WisdomTree Intl. MidCap Dividend F (DIM) 0.01 132 68.18
WisdomTree Europe SmallCap Div Fd (DFE) 0.01 185 +164% 64.86
Nuveen Maryland Premium Income Municipal (NMY) 0.01 1310 13.74
First Trust Health Care AlphaDEX Fd (FXH) 0.01 161 86.96
First Trust ISE ChIndia Index Fund (FNI) 0.01 381 39.37
Ishares Inc em mkt min vol 0.01 245 57.14
Duke Energy 0.01 233 90.13
Ishares Core Intl Stock Etf core 0.01 252 63.49
Fs Investment Corporation 0.01 3000 6.00
Wheeler Real Estate Invt Tr cv pfd ser b 0.01 1600 11.25
Ishares Tr core msci euro 0.01 250 48.00
Ishares Tr core div grwth 0.01 270 40.74
Qorvo 0.01 100 120.00
Welltower Inc Com reit 0.01 177 79.10
Alphabet Inc Class A cs 0.01 8 1375.00
Alphabet Inc Class C cs 0.01 8 1375.00
Pure Storage Inc - Class A 0.01 1150 17.39
Vaneck Vectors Junior Gold Miners Etf etf 0.01 300 43.33
Broadcom Ltd 0.01 33 333.33
Invesco Financial Preferred Et other 0.01 850 18.82
Invesco Exchange Traded Fd T s&p500 eql tec 0.01 57 192.98
Bldrs Index Fds Tr Emerging Mkts 50 Adr Index Fd etf 0.01 227 NEW 44.05
Dell Technologies Inc 0.01 185 54.05
Taiwan Semiconductor Mfg (TSM) 0.00 24 41.67
ANSYS (ANSS) 0.00 4 NEW 250.00
CME (CME) 0.00 17 176.47
Starwood Property Trust (STWD) 0.00 180 22.22
American Express Company (AXP) 0.00 20 100.00
Caterpillar (CAT) 0.00 54 148.15
CSX Corporation (CSX) 0.00 32 NEW 62.50
FedEx Corporation (FDX) 0.00 20 150.00
IAC/InterActive (IACI) 0.00 2 NEW 0.00
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
Cardinal Health (CAH) 0.00 70 NEW 57.14
Bristol Myers Squibb (BMY) 0.00 15 NEW 66.67
United Parcel Service (UPS) 0.00 25 120.00
Autodesk (ADSK) 0.00 5 NEW 200.00
Cerner Corporation (CERN) 0.00 10 NEW 100.00
Cracker Barrel Old Country Store (CBRL) 0.00 50 160.00
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
Brown-Forman Corporation (BF.B) 0.00 45 66.67
Nordstrom (JWN) 0.00 45 44.44
Nu Skin Enterprises (NUS) 0.00 6 0.00
Morgan Stanley (MS) 0.00 100 50.00
Nokia Corporation (NOK) 0.00 1 0.00
Analog Devices (ADI) 0.00 45 111.11
Vishay Intertechnology (VSH) 0.00 15 0.00
Xilinx (XLNX) 0.00 10 NEW 100.00
AstraZeneca (AZN) 0.00 100 50.00
Synopsys (SNPS) 0.00 3 NEW 0.00
Valero Energy Corporation (VLO) 0.00 25 80.00
Novartis AG (NVS) 0.00 21 -82% 95.24
ConocoPhillips (COP) 0.00 117 68.38
Deere & Company (DE) 0.00 29 172.41
Telefonaktiebolaget LM Ericsson (ERIC) 0.00 75 13.33
Intuitive Surgical (ISRG) 0.00 2 NEW 500.00
Maxim Integrated Products (MXIM) 0.00 10 NEW 100.00
Nextera Energy Inc C om 0.00 6 166.67
NIKE (NKE) 0.00 50 +100% 100.00
Pepsi (PEP) 0.00 28 142.86
Procter & Gamble Company (PG) 0.00 25 120.00
Schlumberger (SLB) 0.00 165 42.42
iShares MSCI EAFE Index Fund (EFA) 0.00 44 NEW 68.18
Prudential Financial (PRU) 0.00 76 92.11
Sturm, Ruger & Company (RGR) 0.00 50 40.00
PPL Corporation (PPL) 0.00 200 -82% 35.00
Sempra Energy (SRE) 0.00 11 181.82
Chesapeake Energy Corporation (CHK) 0.00 48 0.00
Netflix (NFLX) 0.00 17 -48% 352.94
Domino's Pizza (DPZ) 0.00 27 296.30
iShares NASDAQ Biotechnology Index (IBB) 0.00 25 120.00
salesforce (CRM) 0.00 8 125.00
Illumina (ILMN) 0.00 2 NEW 500.00
STMicroelectronics N.V. (STM) 0.00 80 25.00
Medifast (MED) 0.00 30 100.00
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 11 272.73
Cree (CREE) 0.00 32 31.25
Lululemon Athletica Inc 0.00 3 NEW 333.33
Wabtec Corporation (WAB) 0.00 1 0.00
Ormat Technologies (ORA) 0.00 10 NEW 100.00
Teradyne (TER) 0.00 40 75.00
Technology SPDR (XLK) 0.00 76 92.11
Materials SPDR (XLB) 0.00 18 55.56
iShares Russell 1000 Growth Index (IWF) 0.00 13 153.85
iShares S&P; 500 Value Index (IVE) 0.00 50 140.00
iShares S&P; MidCap 400 Index (IJH) 0.00 15 200.00
iShares S&P; MidCap 400 Growth (IJK) 0.00 19 263.16
Advanced Battery Technologies (ABAT) 0.00 30 0.00
COMSCORE (SCOR) 0.00 100 NEW 0.00
Tesla Motors (TSLA) 0.00 5 -50% 400.00
iShares S&P; SmallCap 600 Growth (IJT) 0.00 25 200.00
Codexis Inc 0.00 50 20.00
iShares Morningstar Small Growth (JKK) 0.00 35 200.00
WisdomTree Equity Income Fund (DHS) 0.00 99 80.81
Schwab International Equity ETF (SCHF) 0.00 200 35.00
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
Prologis Inc. 0.00 18 111.11
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 16.00
Ishares Inc msci glb agri 0.00 96 31.25
stock 0.00 40 150.00
Stratasys 0.00 80 25.00
Prothena 0.00 1 0.00
Workday Inc cl a 0.00 5 NEW 200.00
Ptc 0.00 6 NEW 0.00
Zoetis Inc Cl A 0.00 5 NEW 200.00
Mallinckrodt Pub 0.00 1 0.00
Gw Pharmaceuticals Plc ads 0.00 25 120.00
Fireeye 0.00 125 16.00
Sch Fnd Us Sm Etf schwab fdt us sc 0.00 26 38.46
Twitter 0.00 12 NEW 0.00
Fidelity msci hlth care i 0.00 50 40.00
Fidelity msci energy idx 0.00 110 18.18
Vodafone Group New Adr F 0.00 40 25.00
Pentair cs 0.00 77 51.95
Alibaba Group Holding Ltd Spon 0.00 36 +44% 222.22
Amphastar Pharmaceuticals 0.00 100 20.00
Ishares Tr Global Reit Etf 0.00 124 24.19
Wayfair 0.00 9 NEW 111.11
Medtronic 0.00 9 111.11
Zillow Group Inc Cl A stock 0.00 50 40.00
Blueprint Medicines 0.00 10 NEW 100.00
Paypal Holdings 0.00 5 NEW 200.00
Conformis 0.00 140 0.00
Aqua Metals 0.00 755 1.32
Goldman Sachs Etf Tr 0.00 24 -68% 83.33
Goldman Sachs Etf Tr activebeta eme 0.00 13 0.00
Ishares Tr fctsl msci int 0.00 10 0.00
Ionis Pharmaceuticals 0.00 10 NEW 100.00
Real Estate Select Sect Spdr 0.00 2 0.00
Etf Managers Tr tierra xp latin 0.00 103 19.42
Johnson Controls International Plc equity 0.00 9 0.00
Nutanix Inc cl a 0.00 200 30.00
Aurora Cannabis Inc snc 0.00 250 4.00
Canopy Gro 0.00 150 +200% 20.00
Mannkind 0.00 500 2.00
New Age Beverages 0.00 100 0.00
Frontier Communication 0.00 17 -46% 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 83.33
Cronos Group Inc 0.00 200 10.00
Reality Shares Nasdaq Nexgen Economy Etf etf 0.00 42 23.81
Spotify Technology Sa 0.00 5 NEW 200.00
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 15.00
Pza etf 0.00 50 20.00
Invesco Cleantech Inc 0.00 5 0.00
Invesco Exchng Traded Fd Tr china technlgy 0.00 50 NEW 60.00
Bausch Health Companies 0.00 50 20.00
Dow Inc 0.00 14 71.43
Alcon Inc 0.00 4 0.00
Pinterest Inc Cl A 0.00 130 NEW 15.38
Virgin Galactic Holdings Inc virgin galactic holdings inc 0.00 59 NEW 16.95
Truist Financial Corp equities 0.00 130 NEW 53.85
Rts/bristol-myers Squibb Compa 0.00 15 NEW 0.00

Past 13F-HR SEC Filings by Lowe Wealth Advisors

View All Filings