Lowe fs
Latest statistics and disclosures from Lowe Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, USMV, QQQ, IAU, VCSH, and represent 65.63% of Lowe Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: JPST, QLTA, XAR, VCSH, IAU, AAPL, MINT, ANGL, IEFA, GDX.
- Started 15 new stock positions in SCCO, LVS, BBBY, RDS.B, MFMS, IWO, BAH, ENPH, ZNGA, HLT. XAR, MAIN, NBEV, IVOL, SNPS.
- Reduced shares in these 10 stocks: IYY, QQQ, USMV, SPY, SDY, SH, EPI, IEF, MKC.V, BMI.
- Sold out of its positions in DRI, FSK, NXTG, GEM, GSLC, DBC, IEF, INTF, REET, MET. New Age Beverages, OXY, PFE, PINS, SPYV, FNDA, WRE.
- Lowe Wealth Advisors was a net buyer of stock by $865k.
- Lowe Wealth Advisors has $180M in assets under management (AUM), dropping by 6.13%.
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Portfolio Holdings for Lowe Wealth Advisors
Companies in the Lowe Wealth Advisors portfolio as of the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Etf (SPY) | 27.4 | $49M | 147k | 334.89 | ||
| iShares Tr MSCI USA MinVolatility Etf (USMV) | 12.1 | $22M | -3% | 343k | 63.73 | |
| Invesco QQQ Trust Unit Ser 1 (QQQ) | 11.6 | $21M | -5% | 75k | 277.84 | |
| iShares Gold Trust Etf (IAU) | 8.3 | $15M | +4% | 830k | 17.99 | |
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 6.3 | $11M | +5% | 136k | 82.85 | |
| PIMCO Enhanced Short Maturity ETF Etf (MINT) | 5.0 | $9.0M | +5% | 89k | 101.96 | |
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 4.8 | $8.6M | +11% | 169k | 50.80 | |
| iShares Core MSCI EAFE Etf (IEFA) | 3.6 | $6.4M | +4% | 107k | 60.28 | |
| iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA) | 3.0 | $5.4M | +12% | 94k | 57.83 | |
| ProShares Short S&P500 Etf (SH) | 2.8 | $5.0M | -3% | 244k | 20.32 | |
| Market Vectors Gold Miners ETF Etf (GDX) | 2.2 | $4.0M | +3% | 102k | 39.16 | |
| iShares DJ US Total Market Index Etf (IYY) | 2.2 | $3.9M | -30% | 23k | 166.65 | |
| iShares Core MSCI Emerging Markets Etf (IEMG) | 0.9 | $1.6M | +5% | 30k | 52.80 | |
| SPDR S&P MidCap 400 Etf (MDY) | 0.8 | $1.4M | 4.2k | 338.76 | ||
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| McCormick & Company, Incorporated (MKC) | 0.8 | $1.4M | 7.1k | 194.03 | ||
| VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) | 0.7 | $1.3M | +58% | 44k | 29.74 | |
| iShares Russell 3000 Etf (IWV) | 0.7 | $1.2M | 6.2k | 195.67 | ||
| VanEck Vectors Semiconductor ETF Etf (SMH) | 0.4 | $782k | 4.5k | 174.16 | ||
| WisdomTree India Earnings ETF Etf (EPI) | 0.4 | $758k | -10% | 32k | 23.61 | |
| Apple (AAPL) | 0.4 | $729k | +294% | 6.3k | 115.86 | |
| Microsoft Corporation (MSFT) | 0.3 | $617k | 2.9k | 210.44 | ||
| SPDR S&P Aerospace & Defense ETF Etf (XAR) | 0.3 | $580k | NEW | 6.6k | 87.28 | |
| McCormick & Company, Incorporated (MKC.V) | 0.2 | $422k | -12% | 2.2k | 195.28 | |
| iShares High Dividend Etf (HDV) | 0.2 | $367k | -9% | 4.6k | 80.38 | |
| Ameren Corporation (AEE) | 0.2 | $327k | 4.1k | 79.02 | ||
| iShares International Select Dividend Etf (IDV) | 0.2 | $316k | -6% | 13k | 24.92 | |
| iShares MSCI KLD 400 Social ETF Etf (DSI) | 0.2 | $279k | 2.2k | 127.81 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $258k | -4% | 674.00 | 382.79 | |
| Vanguard Total Stock Market ETF Etf (VTI) | 0.1 | $229k | +37% | 1.3k | 170.51 | |
| Amazon (AMZN) | 0.1 | $224k | 71.00 | 3154.93 | ||
| PPL Corporation (PPL) | 0.1 | $220k | +18% | 8.1k | 27.26 | |
| Newmont Mining Corporation (NEM) | 0.1 | $204k | 3.2k | 63.35 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $197k | -3% | 5.7k | 34.27 | |
| Howmet Aerospace (HWM) | 0.1 | $169k | 10k | 16.73 | ||
| Automatic Data Processing (ADP) | 0.1 | $169k | 1.2k | 139.09 | ||
| Verizon Communications (VZ) | 0.1 | $168k | 2.8k | 59.60 | ||
| Beyond Meat (BYND) | 0.1 | $166k | 1.0k | 166.00 | ||
| Badger Meter (BMI) | 0.1 | $161k | -20% | 2.5k | 65.26 | |
| Visa (V) | 0.1 | $147k | -3% | 736.00 | 199.73 | |
| iShares Core US Aggregate Bond Etf (AGG) | 0.1 | $137k | +11% | 1.2k | 118.41 | |
| WisdomTree Dividend ex-Financials Etf (DTN) | 0.1 | $137k | -15% | 1.8k | 75.36 | |
| Ishares Silver Trust Etf (SLV) | 0.1 | $131k | -7% | 6.1k | 21.64 | |
| Hershey Company (HSY) | 0.1 | $128k | 893.00 | 143.34 | ||
| iShares MSCI ACWI ex US ETF Etf (ACWX) | 0.1 | $111k | 2.4k | 46.06 | ||
| T. Rowe Price (TROW) | 0.1 | $110k | 860.00 | 127.91 | ||
| iShares S&P 100 Index Fund CBOE Etf (OEF) | 0.1 | $105k | 677.00 | 155.10 | ||
| Utilities SPDR ETF Etf (XLU) | 0.1 | $102k | +71% | 1.7k | 59.65 | |
| iShares S&P 500 Growth Etf (IVW) | 0.1 | $99k | 427.00 | 231.85 | ||
| iShares MBS Etf (MBB) | 0.1 | $95k | +13% | 865.00 | 109.83 | |
| Coca-Cola Company (KO) | 0.1 | $94k | 1.9k | 49.53 | ||
| Johnson & Johnson (JNJ) | 0.1 | $93k | 626.00 | 148.56 | ||
| Home Depot (HD) | 0.0 | $87k | 312.00 | 278.85 | ||
| Facebook Inc cl a (FB) | 0.0 | $82k | 312.00 | 262.82 | ||
| At&t (T) | 0.0 | $81k | -17% | 2.8k | 28.44 | |
| Walt Disney Company (DIS) | 0.0 | $76k | +27% | 616.00 | 123.38 | |
| Consumer Staples Select Sector SPDRA Sbi Cons Stpls (XLP) | 0.0 | $71k | 1.1k | 64.55 | ||
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.0 | $71k | 615.00 | 115.45 | ||
| Guggenheim S&P 500A Equal Weight Etf (RSP) | 0.0 | $69k | +2033% | 640.00 | 107.81 | |
| iShares MSCI Global Gold Miners Etf (RING) | 0.0 | $66k | +3% | 2.0k | 32.46 | |
| Broadridge Financial Solutions (BR) | 0.0 | $65k | 491.00 | 132.38 | ||
| Wal-Mart Stores (WMT) | 0.0 | $63k | -8% | 450.00 | 140.00 | |
| iShares Select Dividend Etf (DVY) | 0.0 | $61k | 748.00 | 81.55 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $60k | +160% | 169.00 | 355.03 | |
| Air Products & Chemicals (APD) | 0.0 | $60k | 200.00 | 300.00 | ||
| iShares 0-5 Year High Yield Corp Bd ETF Etf (SHYG) | 0.0 | $59k | 1.4k | 43.70 | ||
| General Mills (GIS) | 0.0 | $59k | 960.00 | 61.46 | ||
| Materials Select Sector SPDRA Etf (XLB) | 0.0 | $58k | +5000% | 918.00 | 63.18 | |
| Rockwell Automation (ROK) | 0.0 | $55k | 248.00 | 221.77 | ||
| Sun Life Financial (SLF) | 0.0 | $53k | 1.3k | 40.90 | ||
| Chevron Corporation (CVX) | 0.0 | $53k | 738.00 | 71.82 | ||
| DNP Select Income Fund (DNP) | 0.0 | $53k | 5.3k | 10.01 | ||
| American Electric Power Company (AEP) | 0.0 | $50k | 611.00 | 81.83 | ||
| SPDR S&P 500 Growth Etf (SPYG) | 0.0 | $50k | +2% | 991.00 | 50.45 | |
| Starbucks Corporation (SBUX) | 0.0 | $49k | -16% | 568.00 | 86.27 | |
| Arconic (ARNC) | 0.0 | $48k | 2.5k | 19.01 | ||
| Xcel Energy (XEL) | 0.0 | $45k | 658.00 | 68.39 | ||
| Yamana Gold (AUY) | 0.0 | $45k | 8.0k | 5.62 | ||
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $45k | 2.9k | 15.47 | ||
| iShares MSCI Emerging Markets Etf (EEM) | 0.0 | $44k | 1.0k | 43.91 | ||
| BP Adr (BP) | 0.0 | $44k | +2% | 2.5k | 17.66 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $43k | 200.00 | 215.00 | ||
| Vanguard Value ETF Etf (VTV) | 0.0 | $43k | +421% | 412.00 | 104.37 | |
| Prologis (PLD) | 0.0 | $43k | 423.00 | 101.65 | ||
| Viacomcbs (VIAC) | 0.0 | $43k | 1.5k | 28.22 | ||
| Stryker Corporation (SYK) | 0.0 | $42k | 200.00 | 210.00 | ||
| Guggenheim S&P 500 Pure Growth ETF Etf (RPG) | 0.0 | $42k | 299.00 | 140.47 | ||
| Merck & Co (MRK) | 0.0 | $41k | -38% | 489.00 | 83.84 | |
| Abbott Laboratories (ABT) | 0.0 | $40k | 365.00 | 109.59 | ||
| Garmin SHS (GRMN) | 0.0 | $38k | 400.00 | 95.00 | ||
| Lowe's Companies (LOW) | 0.0 | $34k | 205.00 | 165.85 | ||
| PNC Financial Services (PNC) | 0.0 | $34k | 308.00 | 110.39 | ||
| SPDR S&P Biotech ETF Etf (XBI) | 0.0 | $33k | 300.00 | 110.00 | ||
| Abbvie (ABBV) | 0.0 | $33k | 375.00 | 88.00 | ||
| Cdk Global Inc equities (CDK) | 0.0 | $30k | 699.00 | 42.92 | ||
| iShares Russell 2000 Etf (IWM) | 0.0 | $29k | -7% | 193.00 | 150.26 | |
| Lexington Realty Trust Pfd Conv Ser C (LXP.PC) | 0.0 | $29k | 500.00 | 58.00 | ||
| iShares Core S&P 500 Etf (IVV) | 0.0 | $28k | -22% | 84.00 | 333.33 | |
| iShares Core US REIT ETF Etf (USRT) | 0.0 | $27k | 610.00 | 44.26 | ||
| Market Vectors Agribusiness ETF Etf (MOO) | 0.0 | $27k | 395.00 | 68.35 | ||
| UnitedHealth (UNH) | 0.0 | $26k | +4% | 85.00 | 305.88 | |
| SPDR S&P Dividend ETF Etf (SDY) | 0.0 | $26k | -88% | 276.00 | 94.20 | |
| Guggenheim S&P 500 Top 50 ETF Etf (XLG) | 0.0 | $26k | 100.00 | 260.00 | ||
| Accenture SHS (ACN) | 0.0 | $26k | 117.00 | 222.22 | ||
| Ameriprise Financial (AMP) | 0.0 | $26k | 167.00 | 155.69 | ||
| iShares Core S&P Small-Cap Etf (IJR) | 0.0 | $25k | 359.00 | 69.64 | ||
| American Express Company (AXP) | 0.0 | $25k | 246.00 | 101.63 | ||
| Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY) | 0.0 | $25k | +183% | 170.00 | 147.06 | |
| Comcast Corporation (CMCSA) | 0.0 | $25k | 543.00 | 46.04 | ||
| Realty Income (O) | 0.0 | $24k | 400.00 | 60.00 | ||
| iShares ESG MSCI USA ETF Etf (ESGU) | 0.0 | $23k | +50% | 300.00 | 76.67 | |
| McDonald's Corporation (MCD) | 0.0 | $23k | +48% | 104.00 | 221.15 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $22k | NEW | 255.00 | 86.27 | |
| iShares MSCI Singapore ETF Etf (EWS) | 0.0 | $22k | 1.2k | 18.33 | ||
| Duke Energy (DUK) | 0.0 | $21k | 233.00 | 90.13 | ||
| Leggett & Platt (LEG) | 0.0 | $21k | 500.00 | 42.00 | ||
| Synopsys (SNPS) | 0.0 | $21k | NEW | 100.00 | 210.00 | |
| Dollar General (DG) | 0.0 | $21k | 100.00 | 210.00 | ||
| Main Street Capital Corporation (MAIN) | 0.0 | $21k | NEW | 700.00 | 30.00 | |
| Align Technology (ALGN) | 0.0 | $21k | 65.00 | 323.08 | ||
| Bank of America Corporation (BAC) | 0.0 | $21k | 870.00 | 24.14 | ||
| iShares Morningstar Mid-Cap ETF Etf (JKG) | 0.0 | $20k | 100.00 | 200.00 | ||
| Ramco-Gershenson Properties Trust Perp Pfd-d Cv (RPT.PD) | 0.0 | $20k | 500.00 | 40.00 | ||
| MFAM Small-Cap Growth ETF Etf (MFMS) | 0.0 | $20k | NEW | 667.00 | 29.98 | |
| Paychex (PAYX) | 0.0 | $18k | 230.00 | 78.26 | ||
| First Trust ISE Chindia Idx Etf (FNI) | 0.0 | $18k | 381.00 | 47.24 | ||
| Masimo Corporation (MASI) | 0.0 | $18k | 75.00 | 240.00 | ||
| Exelon Corporation (EXC) | 0.0 | $18k | 516.00 | 34.88 | ||
| Market Vectors Junior Gold Miners ETF Etf (GDXJ) | 0.0 | $17k | 300.00 | 56.67 | ||
| Energy Select Sector SPDRA Etf (XLE) | 0.0 | $17k | +21% | 576.00 | 29.51 | |
| Nuveen Maryland Premium Income Municipal (NMY) | 0.0 | $17k | 1.3k | 12.98 | ||
| MasterCard Incorporated (MA) | 0.0 | $17k | 50.00 | 340.00 | ||
| Alibaba Group Holding Ads (BABA) | 0.0 | $17k | +58% | 57.00 | 298.25 | |
| iShares Russell 2000 Growth Index Fund Etf (IWO) | 0.0 | $15k | NEW | 67.00 | 223.88 | |
| First Trust Health Care AlphaDEX Etf (FXH) | 0.0 | $15k | 161.00 | 93.17 | ||
| iShares MSCI EmrgMkts MinVolatility Etf (EEMV) | 0.0 | $14k | 245.00 | 57.14 | ||
| Churchill Downs (CHDN) | 0.0 | $14k | 85.00 | 164.71 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $14k | 11.00 | 1272.73 | ||
| iShares US Home Construction Etf (ITB) | 0.0 | $14k | +25% | 250.00 | 56.00 | |
| Becton, Dickinson and (BDX) | 0.0 | $14k | 60.00 | 233.33 | ||
| Under Armour Inc Cl C (UA) | 0.0 | $13k | 1.3k | 10.23 | ||
| Dell Technologies (DELL) | 0.0 | $13k | 185.00 | 70.27 | ||
| iShares US Real Estate Etf (IYR) | 0.0 | $13k | 158.00 | 82.28 | ||
| Amgen (AMGN) | 0.0 | $13k | -32% | 52.00 | 250.00 | |
| Ford Motor Company (F) | 0.0 | $13k | 2.0k | 6.50 | ||
| Stericycle (SRCL) | 0.0 | $13k | 200.00 | 65.00 | ||
| 4068594 Enphase Energy (ENPH) | 0.0 | $13k | NEW | 159.00 | 81.76 | |
| CVS Caremark Corporation (CVS) | 0.0 | $13k | 219.00 | 59.36 | ||
| Zynga (ZNGA) | 0.0 | $12k | NEW | 1.3k | 9.00 | |
| iShares Core S&P Total US Stock Mkt Etf (ITOT) | 0.0 | $12k | 161.00 | 74.53 | ||
| Waste Management (WM) | 0.0 | $12k | 102.00 | 117.65 | ||
| SPDR Gold Shares Etf (GLD) | 0.0 | $12k | 65.00 | 184.62 | ||
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $12k | 8.00 | 1500.00 | ||
| Alphabet Inc Class C cs (GOOG) | 0.0 | $12k | 8.00 | 1500.00 | ||
| Guggenheim S&P 500 Eq Wt Technology ETF Etf (RYT) | 0.0 | $12k | 57.00 | 210.53 | ||
| Invesco Financial Preferred ETF Etf (PGF) | 0.0 | $12k | 650.00 | 18.46 | ||
| Under Armour (UAA) | 0.0 | $12k | 1.1k | 11.08 | ||
| iShares Core MSCI Europe ETF Etf (IEUR) | 0.0 | $11k | 250.00 | 44.00 | ||
| Domino's Pizza (DPZ) | 0.0 | $11k | 27.00 | 407.41 | ||
| Broadcom (AVGO) | 0.0 | $11k | 29.00 | 379.31 | ||
| Raytheon Technologies Corp (RTX) | 0.0 | $11k | 187.00 | 58.82 | ||
| SPDR Dow Jones Industrial Average Etf (DIA) | 0.0 | $10k | 36.00 | 277.78 | ||
| Bed Bath & Beyond (BBBY) | 0.0 | $10k | NEW | 667.00 | 14.99 | |
| WisdomTree International SmallCp Div ETF Etf (DLS) | 0.0 | $10k | 170.00 | 58.82 | ||
| Magellan Midstream Partners (MMP) | 0.0 | $10k | 300.00 | 33.33 | ||
| Sotherly Hotels (SOHO) | 0.0 | $10k | 5.3k | 1.89 | ||
| Pure Storage Inc - Class A (PSTG) | 0.0 | $9.0k | 575.00 | 15.65 | ||
| Vanguard European Stock Index ETF Etf (VGK) | 0.0 | $9.0k | 165.00 | 54.55 | ||
| Netflix (NFLX) | 0.0 | $9.0k | 17.00 | 529.41 | ||
| Southwest Airlines (LUV) | 0.0 | $9.0k | -26% | 250.00 | 36.00 | |
| Wheeler Real Estate Investment Trust Cv Pfd Ser (WHLRP) | 0.0 | $9.0k | 900.00 | 10.00 | ||
| Ishares S&P GSCI Commodity-Indexed Trust Etf (GSG) | 0.0 | $8.0k | 775.00 | 10.32 | ||
| Las Vegas Sands (LVS) | 0.0 | $8.0k | NEW | 166.00 | 48.19 | |
| Altria (MO) | 0.0 | $8.0k | 200.00 | 40.00 | ||
| Advanced Micro Devices (AMD) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| stock (SPLK) | 0.0 | $8.0k | 40.00 | 200.00 | ||
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $8.0k | 400.00 | 20.00 | ||
| iShares Morningstar Small-Cap Growth Etf (JKK) | 0.0 | $8.0k | 35.00 | 228.57 | ||
| Caterpillar (CAT) | 0.0 | $8.0k | 54.00 | 148.15 | ||
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 0.0 | $8.0k | -60% | 194.00 | 41.24 | |
| Cisco Systems (CSCO) | 0.0 | $8.0k | 208.00 | 38.46 | ||
| H&R Block (HRB) | 0.0 | $7.0k | 406.00 | 17.24 | ||
| Southern Copper Corporation (SCCO) | 0.0 | $7.0k | NEW | 150.00 | 46.67 | |
| WisdomTree International MidCap Div ETF Etf (DIM) | 0.0 | $7.0k | 132.00 | 53.03 | ||
| ConocoPhillips (COP) | 0.0 | $6.0k | -41% | 197.00 | 30.46 | |
| Nike (NKE) | 0.0 | $6.0k | +2% | 51.00 | 117.65 | |
| Deere & Company (DE) | 0.0 | $6.0k | 29.00 | 206.90 | ||
| Smith & Wesson Brands (SWBI) | 0.0 | $6.0k | 400.00 | 15.00 | ||
| WisdomTree Europe SmallCap Dividend ETF Etf (DFE) | 0.0 | $6.0k | 115.00 | 52.17 | ||
| iPath DJ-UBS Commodity Index TR ETN Etn (DJP) | 0.0 | $6.0k | 310.00 | 19.35 | ||
| Technology Select Sector SPDRA Etf (XLK) | 0.0 | $5.0k | 46.00 | 108.70 | ||
| Prudential Financial (PRU) | 0.0 | $5.0k | 76.00 | 65.79 | ||
| Industrial Select Sector SPDRA Sbi Int-inds (XLI) | 0.0 | $5.0k | 63.00 | 79.37 | ||
| Medifast (MED) | 0.0 | $5.0k | 30.00 | 166.67 | ||
| FedEx Corporation (FDX) | 0.0 | $5.0k | 20.00 | 250.00 | ||
| Morgan Stanley (MS) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Astrazeneca Plc -spons Adr (AZN) | 0.0 | $5.0k | 100.00 | 50.00 | ||
| Vanguard Growth ETF Etf (VUG) | 0.0 | $5.0k | 23.00 | 217.39 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $5.0k | 15.00 | 333.33 | ||
| Pentair cs (PNR) | 0.0 | $4.0k | 77.00 | 51.95 | ||
| iShares Core MSCI Total Intl Stk Etf (IXUS) | 0.0 | $4.0k | 60.00 | 66.67 | ||
| Marriott International (MAR) | 0.0 | $4.0k | -37% | 43.00 | 93.02 | |
| Dunkin' Brands Group (DNKN) | 0.0 | $4.0k | 43.00 | 93.02 | ||
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $4.0k | NEW | 51.00 | 78.43 | |
| United Parcel Service (UPS) | 0.0 | $4.0k | 25.00 | 160.00 | ||
| Lumber Liquidators Holdings (LL) | 0.0 | $4.0k | +100% | 200.00 | 20.00 | |
| iShares S&P Small-Cap 600 Growth Etf (IJT) | 0.0 | $4.0k | 25.00 | 160.00 | ||
| Nutanix Inc cl a (NTNX) | 0.0 | $4.0k | 200.00 | 20.00 | ||
| iShares S&P MidCap 400 Growth Etf (IJK) | 0.0 | $4.0k | -5% | 18.00 | 222.22 | |
| Pepsi (PEP) | 0.0 | $4.0k | 28.00 | 142.86 | ||
| Financial Select Sector SPDR Etf (XLF) | 0.0 | $4.0k | -41% | 180.00 | 22.22 | |
| Schlumberger (SLB) | 0.0 | $4.0k | 265.00 | 15.09 | ||
| Starwood Property Trust (STWD) | 0.0 | $3.0k | 180.00 | 16.67 | ||
| Brown-Forman Corporation (BF.B) | 0.0 | $3.0k | 45.00 | 66.67 | ||
| iShares Core S&P Mid-Cap Etf (IJH) | 0.0 | $3.0k | 17.00 | 176.47 | ||
| 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 | ||
| Ishares Nasdaq Biotechnology Etf (IBB) | 0.0 | $3.0k | 25.00 | 120.00 | ||
| iShares Global Timber & Forestry Etf (WOOD) | 0.0 | $3.0k | 50.00 | 60.00 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $3.0k | -16% | 100.00 | 30.00 | |
| iShares MSCI Glbl Agriculture Producers Etf (VEGI) | 0.0 | $3.0k | 96.00 | 31.25 | ||
| 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 | NEW | 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 | ||
| Cardinal Health (CAH) | 0.0 | $3.0k | 70.00 | 42.86 | ||
| ALPS Alerian MLP ETF Etf (AMLP) | 0.0 | $3.0k | 138.00 | 21.74 | ||
| General Electric Company (GE) | 0.0 | $2.0k | 245.00 | 8.16 | ||
| Cme (CME) | 0.0 | $2.0k | 12.00 | 166.67 | ||
| Novartis Ag- Adr (NVS) | 0.0 | $2.0k | 21.00 | 95.24 | ||
| CSX Corporation (CSX) | 0.0 | $2.0k | 32.00 | 62.50 | ||
| salesforce (CRM) | 0.0 | $2.0k | 8.00 | 250.00 | ||
| Cree (CREE) | 0.0 | $2.0k | 32.00 | 62.50 | ||
| Lululemon Athletica (LULU) | 0.0 | $2.0k | 5.00 | 400.00 | ||
| GW Pharmaceuticals Ads (GWPH) | 0.0 | $2.0k | 25.00 | 80.00 | ||
| Nextera Energy (NEE) | 0.0 | $2.0k | 6.00 | 333.33 | ||
| Energy Transfer Equity (ET) | 0.0 | $1.0k | 227.00 | 4.41 | ||
| SPDR Portfolio Developed Wld ex-US ETF Etf (SPDW) | 0.0 | $1.0k | 49.00 | 20.41 | ||
| 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 | ||
| 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 | ||
| Inovio Pharmaceuticals (INO) | 0.0 | $1.0k | 100.00 | 10.00 | ||
| Mannkind (MNKD) | 0.0 | $1.0k | 500.00 | 2.00 | ||
| Co Diagnostics (CODX) | 0.0 | $1.0k | 50.00 | 20.00 | ||
| 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 | ||
| Archer Daniels Midland Company (ADM) | 0.0 | $999.999000 | 30.00 | 33.33 | ||
| Nordstrom (JWN) | 0.0 | $999.999000 | 45.00 | 22.22 | ||
| Fidelity MSCI Energy ETF Etf (FENY) | 0.0 | $999.999000 | 110.00 | 9.09 | ||
| Reality Shs Etf Tr Nsd Nxgn Eco Etf Etf (BLCN) | 0.0 | $999.999000 | 42.00 | 23.81 | ||
| Truist Financial Corp equities (TFC) | 0.0 | $999.999000 | 30.00 | 33.33 | ||
| Aqua Metals (AQMS) | 0.0 | $999.997500 | 755.00 | 1.32 | ||
| 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 | ||
| Royal Dutch Shell Spons Adr B (RDS.B) | 0.0 | $0 | NEW | 15.00 | 0.00 | |
| Diana Shipping (DSX) | 0.0 | $0 | 75.00 | 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 | +100% | 200.00 | 0.00 | |
| Suncoke Energy (SXC) | 0.0 | $0 | 119.00 | 0.00 | ||
| Prothena Corp SHS (PRTA) | 0.0 | $0 | 1.00 | 0.00 | ||
| Mallinckrodt SHS (MNK) | 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 | ||
| Crispr Therapeutics Agnamen Akt Namen Akt (CRSP) | 0.0 | $0 | 4.00 | 0.00 | ||
| Frontier Communication (FTRCQ) | 0.0 | $0 | 17.00 | 0.00 | ||
| Nutrien (NTR) | 0.0 | $0 | 12.00 | 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 | NEW | 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 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
- Lowe fs 2016 Q4 filed Jan. 20, 2017