Lowe fs as of June 30, 2015
Portfolio Holdings for Lowe fs
Lowe fs holds 238 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 21.0 | $31M | 151k | 205.85 | |
Ishares Tr usa min vo (USMV) | 12.1 | $18M | 443k | 40.32 | |
PowerShares QQQ Trust, Series 1 | 9.6 | $14M | 132k | 107.07 | |
iShares Dow Jones U.S. Index Fund (IYY) | 6.3 | $9.3M | 89k | 104.25 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 5.0 | $7.3M | 73k | 101.15 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 4.4 | $6.5M | 82k | 79.59 | |
Pimco Etf Tr 1-3yr ustreidx | 4.3 | $6.4M | 126k | 50.95 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 4.3 | $6.3M | 86k | 73.56 | |
Barclays Bk Plc s^p 500 veqtor | 4.1 | $6.1M | 42k | 143.56 | |
iShares Russell 3000 Index (IWV) | 4.0 | $5.9M | 48k | 123.98 | |
SPDR S&P Dividend (SDY) | 3.3 | $4.8M | 63k | 76.22 | |
First Trust IPOX-100 Index Fund (FPX) | 2.8 | $4.2M | 77k | 54.55 | |
iShares Gold Trust | 2.2 | $3.3M | 290k | 11.34 | |
Powershares Etf Trust dyna buybk ach | 1.9 | $2.9M | 59k | 48.61 | |
Ishares High Dividend Equity F (HDV) | 1.8 | $2.6M | 36k | 73.58 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 1.6 | $2.3M | 107k | 21.26 | |
iShares Russell 2000 Index (IWM) | 1.2 | $1.8M | 14k | 124.83 | |
At&t (T) | 1.1 | $1.5M | 44k | 35.53 | |
Health Care SPDR (XLV) | 1.0 | $1.5M | 20k | 74.37 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.0 | $1.5M | 5.5k | 273.29 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 0.8 | $1.2M | 55k | 21.07 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.5 | $756k | 12k | 61.61 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $592k | 7.3k | 80.95 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 0.3 | $387k | 17k | 22.76 | |
McCormick & Company, Incorporated (MKC.V) | 0.2 | $355k | 4.4k | 81.05 | |
iShares S&P 100 Index (OEF) | 0.2 | $305k | 3.4k | 90.91 | |
Exxon Mobil Corporation (XOM) | 0.2 | $299k | 3.6k | 83.22 | |
Apple (AAPL) | 0.2 | $296k | 2.4k | 125.53 | |
Rockwell Medical Technologies | 0.2 | $244k | 15k | 16.11 | |
Fitbit | 0.1 | $222k | 5.8k | 38.15 | |
Coca-Cola Company (KO) | 0.1 | $210k | 5.3k | 39.26 | |
Express Scripts Holding | 0.1 | $202k | 2.3k | 88.83 | |
Verizon Communications (VZ) | 0.1 | $176k | 3.8k | 46.49 | |
V.F. Corporation (VFC) | 0.1 | $160k | 2.3k | 69.57 | |
PowerShares Dynamic Biotech &Genome | 0.1 | $158k | 2.7k | 58.52 | |
Microsoft Corporation (MSFT) | 0.1 | $144k | 3.3k | 44.19 | |
Altria (MO) | 0.1 | $142k | 2.9k | 48.97 | |
Merck & Co (MRK) | 0.1 | $149k | 2.6k | 56.81 | |
Under Armour (UAA) | 0.1 | $154k | 1.8k | 83.70 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $143k | 1.3k | 114.22 | |
Colgate-Palmolive Company (CL) | 0.1 | $131k | 2.0k | 65.50 | |
Enterprise Products Partners (EPD) | 0.1 | $140k | 4.7k | 29.98 | |
Comcast Corporation (CMCSA) | 0.1 | $117k | 2.0k | 59.94 | |
Chevron Corporation (CVX) | 0.1 | $110k | 1.1k | 96.83 | |
Kinder Morgan (KMI) | 0.1 | $97k | 2.5k | 38.58 | |
MasterCard Incorporated (MA) | 0.1 | $96k | 1.0k | 93.20 | |
McDonald's Corporation (MCD) | 0.1 | $88k | 924.00 | 95.24 | |
Bristol Myers Squibb (BMY) | 0.1 | $89k | 1.3k | 66.82 | |
Qualcomm (QCOM) | 0.1 | $89k | 1.4k | 62.76 | |
Zimmer Holdings (ZBH) | 0.1 | $87k | 800.00 | 108.75 | |
Sun Life Financial (SLF) | 0.1 | $84k | 2.5k | 33.52 | |
iShares Silver Trust (SLV) | 0.1 | $91k | 6.1k | 15.03 | |
BP (BP) | 0.1 | $70k | 1.7k | 40.18 | |
CBS Corporation | 0.1 | $69k | 1.2k | 55.56 | |
Newmont Mining Corporation (NEM) | 0.1 | $75k | 3.2k | 23.29 | |
T. Rowe Price (TROW) | 0.1 | $67k | 860.00 | 77.91 | |
Morgan Stanley (MS) | 0.1 | $81k | 2.1k | 38.57 | |
Philip Morris International (PM) | 0.1 | $72k | 900.00 | 80.00 | |
Buckeye Partners | 0.1 | $67k | 900.00 | 74.44 | |
Pioneer Natural Resources | 0.1 | $68k | 489.00 | 139.06 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $74k | 627.00 | 118.02 | |
DNP Select Income Fund (DNP) | 0.1 | $76k | 7.5k | 10.14 | |
General Mills (GIS) | 0.0 | $56k | 1.0k | 56.00 | |
International Business Machines (IBM) | 0.0 | $65k | 400.00 | 162.50 | |
Starbucks Corporation (SBUX) | 0.0 | $60k | 1.1k | 53.19 | |
PPL Corporation (PPL) | 0.0 | $63k | 2.1k | 29.47 | |
iShares MSCI Japan Index | 0.0 | $66k | 5.2k | 12.73 | |
NuStar Energy | 0.0 | $53k | 900.00 | 58.89 | |
Rockwell Automation (ROK) | 0.0 | $53k | 429.00 | 123.54 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $54k | 1.4k | 38.85 | |
Duke Energy (DUK) | 0.0 | $56k | 799.00 | 70.09 | |
Walt Disney Company (DIS) | 0.0 | $40k | 352.00 | 113.64 | |
Cameco Corporation (CCJ) | 0.0 | $38k | 2.7k | 14.23 | |
Rockwell Collins | 0.0 | $50k | 546.00 | 91.58 | |
GlaxoSmithKline | 0.0 | $42k | 1.0k | 42.00 | |
Royal Dutch Shell | 0.0 | $46k | 800.00 | 57.50 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $44k | 588.00 | 74.83 | |
Duff & Phelps Global (DPG) | 0.0 | $37k | 2.1k | 17.49 | |
Ishares Msci Russia Capped E etp | 0.0 | $42k | 3.0k | 14.00 | |
PNC Financial Services (PNC) | 0.0 | $36k | 378.00 | 95.24 | |
Via | 0.0 | $31k | 475.00 | 65.26 | |
Johnson & Johnson (JNJ) | 0.0 | $32k | 329.00 | 97.26 | |
Eastman Chemical Company (EMN) | 0.0 | $29k | 350.00 | 82.86 | |
Texas Instruments Incorporated (TXN) | 0.0 | $31k | 594.00 | 52.19 | |
American Electric Power Company (AEP) | 0.0 | $27k | 511.00 | 52.84 | |
Staples | 0.0 | $31k | 2.0k | 15.50 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $33k | 1.8k | 18.51 | |
EMC Corporation | 0.0 | $35k | 1.3k | 26.72 | |
Constellation Brands (STZ) | 0.0 | $35k | 300.00 | 116.67 | |
Eaton Vance | 0.0 | $31k | 800.00 | 38.75 | |
iShares Dow Jones US Real Estate (IYR) | 0.0 | $23k | 326.00 | 70.55 | |
Tesla Motors (TSLA) | 0.0 | $24k | 88.00 | 272.73 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $27k | 230.00 | 117.39 | |
Barclays Bank Plc etn djubscottn38 (BALTF) | 0.0 | $32k | 700.00 | 45.71 | |
Nuveen Energy Mlp Total Return etf | 0.0 | $29k | 1.7k | 16.75 | |
Facebook Inc cl a (META) | 0.0 | $27k | 312.00 | 86.54 | |
Diamond Offshore Drilling | 0.0 | $17k | 660.00 | 25.76 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $12k | 200.00 | 60.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $11k | 282.00 | 39.01 | |
Costco Wholesale Corporation (COST) | 0.0 | $14k | 100.00 | 140.00 | |
Wal-Mart Stores (WMT) | 0.0 | $22k | 312.00 | 70.51 | |
Home Depot (HD) | 0.0 | $17k | 155.00 | 109.68 | |
Pfizer (PFE) | 0.0 | $16k | 474.00 | 33.76 | |
General Electric Company | 0.0 | $13k | 508.00 | 25.59 | |
H&R Block (HRB) | 0.0 | $12k | 406.00 | 29.56 | |
Nucor Corporation (NUE) | 0.0 | $11k | 245.00 | 44.90 | |
Paychex (PAYX) | 0.0 | $8.0k | 160.00 | 50.00 | |
CVS Caremark Corporation (CVS) | 0.0 | $17k | 158.00 | 107.59 | |
Lockheed Martin Corporation (LMT) | 0.0 | $21k | 114.00 | 184.21 | |
Halliburton Company (HAL) | 0.0 | $21k | 493.00 | 42.60 | |
Procter & Gamble Company (PG) | 0.0 | $10k | 131.00 | 76.34 | |
Schlumberger (SLB) | 0.0 | $14k | 165.00 | 84.85 | |
Stryker Corporation (SYK) | 0.0 | $10k | 100.00 | 100.00 | |
Ford Motor Company (F) | 0.0 | $15k | 1.0k | 15.00 | |
Exelon Corporation (EXC) | 0.0 | $16k | 516.00 | 31.01 | |
Gilead Sciences (GILD) | 0.0 | $15k | 126.00 | 119.05 | |
Stericycle (SRCL) | 0.0 | $12k | 89.00 | 134.83 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $13k | 500.00 | 26.00 | |
Linn Energy | 0.0 | $13k | 1.5k | 8.67 | |
Xcel Energy (XEL) | 0.0 | $21k | 658.00 | 31.91 | |
Thor Industries (THO) | 0.0 | $19k | 334.00 | 56.89 | |
Amazon (AMZN) | 0.0 | $10k | 23.00 | 434.78 | |
Omega Healthcare Investors (OHI) | 0.0 | $13k | 384.00 | 33.85 | |
Denbury Resources | 0.0 | $8.0k | 1.3k | 6.35 | |
Agnico (AEM) | 0.0 | $12k | 440.00 | 27.27 | |
Realty Income (O) | 0.0 | $20k | 455.00 | 43.96 | |
Builders FirstSource (BLDR) | 0.0 | $18k | 1.4k | 12.86 | |
Market Vectors Gold Miners ETF | 0.0 | $11k | 600.00 | 18.33 | |
Financial Select Sector SPDR (XLF) | 0.0 | $13k | 545.00 | 23.85 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $8.0k | 200.00 | 40.00 | |
Yamana Gold | 0.0 | $14k | 4.5k | 3.11 | |
Market Vectors Agribusiness | 0.0 | $22k | 395.00 | 55.70 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $16k | 775.00 | 20.65 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $17k | 398.00 | 42.71 | |
Alerian Mlp Etf | 0.0 | $11k | 692.00 | 15.90 | |
Vanguard European ETF (VGK) | 0.0 | $9.0k | 165.00 | 54.55 | |
Nuveen Maryland Premium Income Municipal | 0.0 | $16k | 1.3k | 12.21 | |
Barclays Bank Plc etn djubs sgar38 (SGGFF) | 0.0 | $18k | 600.00 | 30.00 | |
First Trust Health Care AlphaDEX (FXH) | 0.0 | $16k | 231.00 | 69.26 | |
First Trust ISE ChIndia Index Fund | 0.0 | $12k | 381.00 | 31.50 | |
Ishares Inc msci glb gold | 0.0 | $16k | 2.2k | 7.12 | |
Stratasys (SSYS) | 0.0 | $16k | 446.00 | 35.87 | |
Solarcity | 0.0 | $9.0k | 170.00 | 52.94 | |
BlackRock (BLK) | 0.0 | $3.0k | 10.00 | 300.00 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $3.0k | 50.00 | 60.00 | |
Starwood Property Trust (STWD) | 0.0 | $4.0k | 180.00 | 22.22 | |
American Express Company (AXP) | 0.0 | $2.0k | 20.00 | 100.00 | |
Bank of America Corporation (BAC) | 0.0 | $5.0k | 280.00 | 17.86 | |
Baxter International (BAX) | 0.0 | $3.0k | 50.00 | 60.00 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $4.0k | 64.00 | 62.50 | |
Archer Daniels Midland Company (ADM) | 0.0 | $999.900000 | 30.00 | 33.33 | |
United Parcel Service (UPS) | 0.0 | $2.0k | 25.00 | 80.00 | |
Cisco Systems (CSCO) | 0.0 | $2.0k | 70.00 | 28.57 | |
J.C. Penney Company | 0.0 | $1.0k | 150.00 | 6.67 | |
Lumber Liquidators Holdings (LLFLQ) | 0.0 | $3.0k | 140.00 | 21.43 | |
Northrop Grumman Corporation (NOC) | 0.0 | $2.0k | 15.00 | 133.33 | |
Boeing Company (BA) | 0.0 | $3.0k | 25.00 | 120.00 | |
Dow Chemical Company | 0.0 | $1.0k | 15.00 | 66.67 | |
National-Oilwell Var | 0.0 | $5.0k | 103.00 | 48.54 | |
AstraZeneca (AZN) | 0.0 | $3.0k | 50.00 | 60.00 | |
Valero Energy Corporation (VLO) | 0.0 | $2.0k | 25.00 | 80.00 | |
Potash Corp. Of Saskatchewan I | 0.0 | $999.900000 | 30.00 | 33.33 | |
Aetna | 0.0 | $0 | 1.00 | 0.00 | |
Olin Corporation (OLN) | 0.0 | $1.0k | 50.00 | 20.00 | |
BB&T Corporation | 0.0 | $5.0k | 130.00 | 38.46 | |
Deere & Company (DE) | 0.0 | $2.0k | 18.00 | 111.11 | |
Pepsi (PEP) | 0.0 | $2.0k | 20.00 | 100.00 | |
Royal Dutch Shell | 0.0 | $999.970000 | 19.00 | 52.63 | |
UnitedHealth (UNH) | 0.0 | $6.0k | 50.00 | 120.00 | |
iShares S&P 500 Index (IVV) | 0.0 | $2.0k | 12.00 | 166.67 | |
Whole Foods Market | 0.0 | $3.0k | 66.00 | 45.45 | |
Prudential Financial (PRU) | 0.0 | $1.0k | 11.00 | 90.91 | |
Hershey Company (HSY) | 0.0 | $7.0k | 80.00 | 87.50 | |
Visa (V) | 0.0 | $4.0k | 60.00 | 66.67 | |
United States Oil Fund | 0.0 | $999.900000 | 45.00 | 22.22 | |
Chesapeake Energy Corporation | 0.0 | $999.840000 | 48.00 | 20.83 | |
ProShares Short S&P500 | 0.0 | $1.0k | 50.00 | 20.00 | |
priceline.com Incorporated | 0.0 | $1.0k | 1.00 | 1000.00 | |
Marathon Oil Corporation (MRO) | 0.0 | $5.0k | 188.00 | 26.60 | |
Netflix (NFLX) | 0.0 | $3.0k | 4.00 | 750.00 | |
Domino's Pizza (DPZ) | 0.0 | $3.0k | 27.00 | 111.11 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $5.0k | 300.00 | 16.67 | |
Energy Select Sector SPDR (XLE) | 0.0 | $4.0k | 50.00 | 80.00 | |
Industrial SPDR (XLI) | 0.0 | $5.0k | 100.00 | 50.00 | |
Broadcom Corporation | 0.0 | $3.0k | 50.00 | 60.00 | |
Chipotle Mexican Grill (CMG) | 0.0 | $1.0k | 2.00 | 500.00 | |
Southwest Airlines (LUV) | 0.0 | $3.0k | 100.00 | 30.00 | |
MetLife (MET) | 0.0 | $5.0k | 96.00 | 52.08 | |
Pepco Holdings | 0.0 | $3.0k | 101.00 | 29.70 | |
Cree | 0.0 | $1.0k | 32.00 | 31.25 | |
Smith & Wesson Holding Corporation | 0.0 | $6.0k | 350.00 | 17.14 | |
Alcatel-Lucent | 0.0 | $0 | 123.00 | 0.00 | |
Technology SPDR (XLK) | 0.0 | $3.0k | 76.00 | 39.47 | |
Materials SPDR (XLB) | 0.0 | $1.0k | 18.00 | 55.56 | |
iShares Dow Jones US Home Const. (ITB) | 0.0 | $5.0k | 200.00 | 25.00 | |
Manulife Finl Corp (MFC) | 0.0 | $5.0k | 270.00 | 18.52 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $1.0k | 5.00 | 200.00 | |
Thomson Reuters Corp | 0.0 | $4.0k | 100.00 | 40.00 | |
Market Vector Russia ETF Trust | 0.0 | $5.0k | 250.00 | 20.00 | |
Avago Technologies | 0.0 | $7.0k | 50.00 | 140.00 | |
iShares S&P 1500 Index Fund (ITOT) | 0.0 | $3.0k | 35.00 | 85.71 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $3.0k | 24.00 | 125.00 | |
Jp Morgan Alerian Mlp Index | 0.0 | $5.0k | 115.00 | 43.48 | |
ETFS Physical Palladium Shares | 0.0 | $7.0k | 100.00 | 70.00 | |
iShares Dow Jones US Industrial (IYJ) | 0.0 | $999.990000 | 9.00 | 111.11 | |
iShares Morningstar Small Growth (ISCG) | 0.0 | $5.0k | 35.00 | 142.86 | |
Global X Copper Miners ETF | 0.0 | $1.0k | 100.00 | 10.00 | |
PowerShares Insured Nati Muni Bond | 0.0 | $1.0k | 50.00 | 20.00 | |
PowerShares Cleantech Portfolio | 0.0 | $0 | 5.00 | 0.00 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.0 | $3.0k | 50.00 | 60.00 | |
Te Connectivity Ltd for (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Marathon Petroleum Corp (MPC) | 0.0 | $999.960000 | 26.00 | 38.46 | |
Csr | 0.0 | $0 | 6.00 | 0.00 | |
Ishares Tr fltg rate nt (FLOT) | 0.0 | $3.0k | 55.00 | 54.55 | |
Dunkin' Brands Group | 0.0 | $2.0k | 35.00 | 57.14 | |
FIRST TR EXCHANGE Traded Fd auto index (CARZ) | 0.0 | $4.0k | 100.00 | 40.00 | |
Groupon | 0.0 | $0 | 80.00 | 0.00 | |
Michael Kors Holdings | 0.0 | $3.0k | 65.00 | 46.15 | |
Ishares Inc msci glb agri (VEGI) | 0.0 | $3.0k | 96.00 | 31.25 | |
Adt | 0.0 | $0 | 5.00 | 0.00 | |
Geospace Technologies (GEOS) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Linn | 0.0 | $0 | 51.00 | 0.00 | |
Prothena (PRTA) | 0.0 | $0 | 1.00 | 0.00 | |
Biota Pharmaceuticals | 0.0 | $0 | 3.00 | 0.00 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Cst Brands | 0.0 | $0 | 2.00 | 0.00 | |
Mallinckrodt Pub | 0.0 | $0 | 1.00 | 0.00 | |
Market Vectors Junior Gold Min | 0.0 | $7.0k | 300.00 | 23.33 | |
0.0 | $3.0k | 70.00 | 42.86 | ||
Vodafone Group New Adr F (VOD) | 0.0 | $4.0k | 109.00 | 36.70 | |
Pentair cs (PNR) | 0.0 | $5.0k | 77.00 | 64.94 | |
Tyco International | 0.0 | $999.940000 | 17.00 | 58.82 | |
Medtronic (MDT) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Talen Energy | 0.0 | $5.0k | 267.00 | 18.73 | |
Godaddy Inc cl a (GDDY) | 0.0 | $1.0k | 38.00 | 26.32 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $4.0k | 8.00 | 500.00 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $5.0k | 10.00 | 500.00 | |
Frontier Communications | 0.0 | $3.0k | 670.00 | 4.48 |