Lowe fs as of Dec. 31, 2015
Portfolio Holdings for Lowe fs
Lowe fs holds 242 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 21.1 | $31M | 153k | 203.87 | |
Ishares Tr usa min vo (USMV) | 12.9 | $19M | 455k | 41.82 | |
PowerShares QQQ Trust, Series 1 | 10.0 | $15M | 132k | 111.86 | |
iShares Dow Jones U.S. Index Fund (IYY) | 6.3 | $9.3M | 91k | 101.97 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 4.9 | $7.2M | 71k | 100.61 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 4.6 | $6.8M | 86k | 78.99 | |
Pimco Etf Tr 1-3yr ustreidx | 4.2 | $6.2M | 123k | 50.66 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 3.7 | $5.5M | 52k | 105.59 | |
iShares Russell 3000 Index (IWV) | 3.6 | $5.3M | 44k | 120.31 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 3.6 | $5.3M | 75k | 70.29 | |
SPDR S&P Dividend (SDY) | 3.0 | $4.5M | 61k | 73.57 | |
iShares Gold Trust | 2.1 | $3.1M | 305k | 10.23 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 1.9 | $2.8M | 132k | 21.02 | |
Ishares High Dividend Equity F (HDV) | 1.9 | $2.8M | 38k | 73.40 | |
Powershares Etf Trust dyna buybk ach | 1.8 | $2.7M | 59k | 45.46 | |
iShares Dow Jones US Real Estate (IYR) | 1.8 | $2.6M | 34k | 75.09 | |
Health Care SPDR (XLV) | 1.2 | $1.7M | 24k | 72.02 | |
iShares Russell 2000 Index (IWM) | 1.1 | $1.7M | 15k | 112.59 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 1.1 | $1.6M | 78k | 20.87 | |
At&t (T) | 1.0 | $1.5M | 44k | 34.42 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.0 | $1.5M | 5.7k | 254.05 | |
First Trust IPOX-100 Index Fund (FPX) | 0.7 | $1.0M | 20k | 51.12 | |
Goldcorp | 0.5 | $756k | 65k | 11.56 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.5 | $705k | 13k | 53.82 | |
McCormick & Company, Incorporated (MKC) | 0.4 | $619k | 7.2k | 85.51 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $616k | 5.7k | 108.01 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 0.4 | $615k | 27k | 22.51 | |
Ishares Core Intl Stock Etf core (IXUS) | 0.4 | $550k | 11k | 49.46 | |
McCormick & Company, Incorporated (MKC.V) | 0.2 | $374k | 4.4k | 85.39 | |
iShares S&P 100 Index (OEF) | 0.2 | $306k | 3.4k | 91.21 | |
Exxon Mobil Corporation (XOM) | 0.2 | $273k | 3.5k | 77.91 | |
Apple (AAPL) | 0.2 | $272k | 2.6k | 105.14 | |
Under Armour (UAA) | 0.1 | $191k | 2.4k | 80.52 | |
Microsoft Corporation (MSFT) | 0.1 | $175k | 3.2k | 55.36 | |
Rockwell Medical Technologies | 0.1 | $161k | 16k | 10.23 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $145k | 1.3k | 115.81 | |
Merck & Co (MRK) | 0.1 | $136k | 2.6k | 52.86 | |
Verizon Communications (VZ) | 0.1 | $117k | 2.5k | 46.12 | |
Comcast Corporation (CMCSA) | 0.1 | $110k | 2.0k | 56.35 | |
MasterCard Incorporated (MA) | 0.1 | $104k | 1.1k | 97.20 | |
Coca-Cola Company (KO) | 0.1 | $100k | 2.3k | 42.90 | |
Chevron Corporation (CVX) | 0.1 | $94k | 1.0k | 90.04 | |
Bristol Myers Squibb (BMY) | 0.1 | $84k | 1.2k | 68.57 | |
Express Scripts Holding | 0.1 | $83k | 953.00 | 87.09 | |
Qualcomm (QCOM) | 0.1 | $78k | 1.6k | 49.78 | |
Starbucks Corporation (SBUX) | 0.1 | $69k | 1.1k | 60.10 | |
PPL Corporation (PPL) | 0.1 | $73k | 2.1k | 34.14 | |
iShares Silver Trust (SLV) | 0.1 | $80k | 6.1k | 13.22 | |
BP (BP) | 0.0 | $55k | 1.7k | 31.54 | |
CBS Corporation | 0.0 | $59k | 1.2k | 47.50 | |
Newmont Mining Corporation (NEM) | 0.0 | $58k | 3.2k | 18.01 | |
T. Rowe Price (TROW) | 0.0 | $61k | 860.00 | 70.93 | |
Johnson & Johnson (JNJ) | 0.0 | $39k | 379.00 | 102.90 | |
Walt Disney Company (DIS) | 0.0 | $43k | 413.00 | 104.12 | |
Rockwell Collins | 0.0 | $50k | 546.00 | 91.58 | |
EMC Corporation | 0.0 | $43k | 1.7k | 25.90 | |
Constellation Brands (STZ) | 0.0 | $43k | 300.00 | 143.33 | |
Sun Life Financial (SLF) | 0.0 | $49k | 1.6k | 31.29 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $44k | 588.00 | 74.83 | |
DNP Select Income Fund (DNP) | 0.0 | $47k | 5.3k | 8.88 | |
PNC Financial Services (PNC) | 0.0 | $29k | 308.00 | 94.16 | |
General Electric Company | 0.0 | $30k | 974.00 | 30.80 | |
Cameco Corporation (CCJ) | 0.0 | $33k | 2.7k | 12.36 | |
Eastman Chemical Company (EMN) | 0.0 | $24k | 350.00 | 68.57 | |
Lockheed Martin Corporation (LMT) | 0.0 | $25k | 114.00 | 219.30 | |
Texas Instruments Incorporated (TXN) | 0.0 | $33k | 594.00 | 55.56 | |
American Electric Power Company (AEP) | 0.0 | $30k | 511.00 | 58.71 | |
Ford Motor Company (F) | 0.0 | $28k | 2.0k | 14.00 | |
Xcel Energy (XEL) | 0.0 | $24k | 658.00 | 36.47 | |
Eaton Vance | 0.0 | $26k | 800.00 | 32.50 | |
Realty Income (O) | 0.0 | $23k | 455.00 | 50.55 | |
Rockwell Automation (ROK) | 0.0 | $29k | 282.00 | 102.84 | |
Market Vectors Gold Miners ETF | 0.0 | $23k | 1.7k | 13.77 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $26k | 239.00 | 108.79 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $26k | 331.00 | 78.55 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $27k | 230.00 | 117.39 | |
Barclays Bank Plc etn djubscottn38 (BALTF) | 0.0 | $29k | 700.00 | 41.43 | |
Facebook Inc cl a (META) | 0.0 | $33k | 312.00 | 105.77 | |
Ishares Msci Russia Capped E etp | 0.0 | $33k | 3.0k | 11.00 | |
Diamond Offshore Drilling | 0.0 | $14k | 660.00 | 21.21 | |
Cognizant Technology Solutions (CTSH) | 0.0 | $12k | 200.00 | 60.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $9.0k | 282.00 | 31.91 | |
Berkshire Hathaway (BRK.B) | 0.0 | $13k | 100.00 | 130.00 | |
Costco Wholesale Corporation (COST) | 0.0 | $16k | 100.00 | 160.00 | |
McDonald's Corporation (MCD) | 0.0 | $15k | 124.00 | 120.97 | |
Wal-Mart Stores (WMT) | 0.0 | $22k | 354.00 | 62.15 | |
Home Depot (HD) | 0.0 | $20k | 155.00 | 129.03 | |
Via | 0.0 | $20k | 475.00 | 42.11 | |
Pfizer (PFE) | 0.0 | $12k | 374.00 | 32.09 | |
Dominion Resources (D) | 0.0 | $8.0k | 125.00 | 64.00 | |
H&R Block (HRB) | 0.0 | $14k | 406.00 | 34.48 | |
Nucor Corporation (NUE) | 0.0 | $10k | 245.00 | 40.82 | |
Paychex (PAYX) | 0.0 | $8.0k | 160.00 | 50.00 | |
Travelers Companies (TRV) | 0.0 | $17k | 150.00 | 113.33 | |
CVS Caremark Corporation (CVS) | 0.0 | $16k | 159.00 | 100.63 | |
Altria (MO) | 0.0 | $15k | 250.00 | 60.00 | |
Colgate-Palmolive Company (CL) | 0.0 | $13k | 200.00 | 65.00 | |
Procter & Gamble Company (PG) | 0.0 | $16k | 202.00 | 79.21 | |
Schlumberger (SLB) | 0.0 | $12k | 165.00 | 72.73 | |
Stryker Corporation (SYK) | 0.0 | $19k | 200.00 | 95.00 | |
Exelon Corporation (EXC) | 0.0 | $14k | 516.00 | 27.13 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $22k | 3.3k | 6.67 | |
Gilead Sciences (GILD) | 0.0 | $13k | 126.00 | 103.17 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $22k | 800.00 | 27.50 | |
Sap (SAP) | 0.0 | $8.0k | 100.00 | 80.00 | |
ConAgra Foods (CAG) | 0.0 | $17k | 400.00 | 42.50 | |
ProShares Short S&P500 | 0.0 | $10k | 492.00 | 20.33 | |
Thor Industries (THO) | 0.0 | $19k | 334.00 | 56.89 | |
Amazon (AMZN) | 0.0 | $16k | 23.00 | 695.65 | |
Enterprise Products Partners (EPD) | 0.0 | $10k | 400.00 | 25.00 | |
Omega Healthcare Investors (OHI) | 0.0 | $13k | 384.00 | 33.85 | |
Aqua America | 0.0 | $12k | 392.00 | 30.61 | |
Agnico (AEM) | 0.0 | $12k | 440.00 | 27.27 | |
Magellan Midstream Partners | 0.0 | $20k | 300.00 | 66.67 | |
Smith & Wesson Holding Corporation | 0.0 | $8.0k | 358.00 | 22.35 | |
Builders FirstSource (BLDR) | 0.0 | $16k | 1.4k | 11.43 | |
Rydex S&P Equal Weight ETF | 0.0 | $19k | 250.00 | 76.00 | |
Financial Select Sector SPDR (XLF) | 0.0 | $13k | 545.00 | 23.85 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $14k | 378.00 | 37.04 | |
Yamana Gold | 0.0 | $15k | 8.0k | 1.88 | |
Market Vectors Agribusiness | 0.0 | $18k | 395.00 | 45.57 | |
Tesla Motors (TSLA) | 0.0 | $21k | 88.00 | 238.64 | |
iShares S&P GSCI Commodity-Indexed (GSG) | 0.0 | $11k | 775.00 | 14.19 | |
Vanguard Emerging Markets ETF (VWO) | 0.0 | $17k | 511.00 | 33.27 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $14k | 352.00 | 39.77 | |
Alerian Mlp Etf | 0.0 | $8.0k | 692.00 | 11.56 | |
Vanguard European ETF (VGK) | 0.0 | $8.0k | 165.00 | 48.48 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $14k | 511.00 | 27.40 | |
Jp Morgan Alerian Mlp Index | 0.0 | $10k | 335.00 | 29.85 | |
Nuveen Maryland Premium Income Municipal | 0.0 | $17k | 1.3k | 12.98 | |
Barclays Bank Plc etn djubs sgar38 (SGGFF) | 0.0 | $21k | 600.00 | 35.00 | |
First Trust Health Care AlphaDEX (FXH) | 0.0 | $14k | 231.00 | 60.61 | |
First Trust ISE ChIndia Index Fund | 0.0 | $11k | 381.00 | 28.87 | |
Duke Energy (DUK) | 0.0 | $17k | 233.00 | 72.96 | |
Ishares Inc msci glb gold | 0.0 | $16k | 2.9k | 5.43 | |
Abbvie (ABBV) | 0.0 | $9.0k | 150.00 | 60.00 | |
Solarcity | 0.0 | $11k | 210.00 | 52.38 | |
Pinnacle Foods Inc De | 0.0 | $8.0k | 200.00 | 40.00 | |
Valero Energy Partners | 0.0 | $8.0k | 150.00 | 53.33 | |
Pentair cs (PNR) | 0.0 | $9.0k | 177.00 | 50.85 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $19k | 24.00 | 791.67 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $20k | 26.00 | 769.23 | |
BlackRock (BLK) | 0.0 | $3.0k | 10.00 | 300.00 | |
Starwood Property Trust (STWD) | 0.0 | $4.0k | 180.00 | 22.22 | |
American Express Company (AXP) | 0.0 | $1.0k | 20.00 | 50.00 | |
Bank of America Corporation (BAC) | 0.0 | $5.0k | 280.00 | 17.86 | |
Caterpillar (CAT) | 0.0 | $4.0k | 54.00 | 74.07 | |
Abbott Laboratories (ABT) | 0.0 | $7.0k | 150.00 | 46.67 | |
Baxter International (BAX) | 0.0 | $2.0k | 51.00 | 39.22 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $4.0k | 65.00 | 61.54 | |
Archer Daniels Midland Company (ADM) | 0.0 | $999.900000 | 30.00 | 33.33 | |
AGL Resources | 0.0 | $6.0k | 100.00 | 60.00 | |
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 | |
Kohl's Corporation (KSS) | 0.0 | $0 | 2.00 | 0.00 | |
Lumber Liquidators Holdings (LLFLQ) | 0.0 | $2.0k | 100.00 | 20.00 | |
Northrop Grumman Corporation (NOC) | 0.0 | $3.0k | 15.00 | 200.00 | |
Boeing Company (BA) | 0.0 | $4.0k | 25.00 | 160.00 | |
Dow Chemical Company | 0.0 | $1.0k | 15.00 | 66.67 | |
Nordstrom (JWN) | 0.0 | $2.0k | 45.00 | 44.44 | |
Harley-Davidson (HOG) | 0.0 | $7.0k | 150.00 | 46.67 | |
Morgan Stanley (MS) | 0.0 | $3.0k | 100.00 | 30.00 | |
AstraZeneca (AZN) | 0.0 | $3.0k | 100.00 | 30.00 | |
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 | 29.00 | 68.97 | |
Pepsi (PEP) | 0.0 | $2.0k | 20.00 | 100.00 | |
UnitedHealth (UNH) | 0.0 | $6.0k | 50.00 | 120.00 | |
iShares S&P 500 Index (IVV) | 0.0 | $2.0k | 12.00 | 166.67 | |
Stericycle (SRCL) | 0.0 | $6.0k | 48.00 | 125.00 | |
Whole Foods Market | 0.0 | $4.0k | 130.00 | 30.77 | |
Lowe's Companies (LOW) | 0.0 | $0 | 1.00 | 0.00 | |
Hershey Company (HSY) | 0.0 | $7.0k | 82.00 | 85.37 | |
Visa (V) | 0.0 | $5.0k | 60.00 | 83.33 | |
Chesapeake Energy Corporation | 0.0 | $0 | 48.00 | 0.00 | |
Marathon Oil Corporation (MRO) | 0.0 | $2.0k | 188.00 | 10.64 | |
Netflix (NFLX) | 0.0 | $4.0k | 33.00 | 121.21 | |
Domino's Pizza (DPZ) | 0.0 | $3.0k | 27.00 | 111.11 | |
Ventas (VTR) | 0.0 | $4.0k | 75.00 | 53.33 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $4.0k | 300.00 | 13.33 | |
Energy Select Sector SPDR (XLE) | 0.0 | $3.0k | 50.00 | 60.00 | |
Industrial SPDR (XLI) | 0.0 | $5.0k | 100.00 | 50.00 | |
Broadcom Corporation | 0.0 | $3.0k | 50.00 | 60.00 | |
Cognex Corporation (CGNX) | 0.0 | $4.0k | 125.00 | 32.00 | |
Chipotle Mexican Grill (CMG) | 0.0 | $1.0k | 2.00 | 500.00 | |
Southwest Airlines (LUV) | 0.0 | $3.0k | 65.00 | 46.15 | |
MetLife (MET) | 0.0 | $4.0k | 78.00 | 51.28 | |
Cree | 0.0 | $1.0k | 32.00 | 31.25 | |
Denbury Resources | 0.0 | $3.0k | 1.3k | 2.38 | |
Energy Transfer Partners | 0.0 | $4.0k | 118.00 | 33.90 | |
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 | $4.0k | 270.00 | 14.81 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $1.0k | 5.00 | 200.00 | |
Market Vector Russia ETF Trust | 0.0 | $5.0k | 318.00 | 15.72 | |
Avago Technologies | 0.0 | $7.0k | 50.00 | 140.00 | |
Xl Group | 0.0 | $5.0k | 125.00 | 40.00 | |
Vanguard REIT ETF (VNQ) | 0.0 | $6.0k | 70.00 | 85.71 | |
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 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $3.0k | 80.00 | 37.50 | |
ETFS Physical Palladium Shares | 0.0 | $5.0k | 100.00 | 50.00 | |
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 | |
SPDR S&P Emerging Asia Pacific (GMF) | 0.0 | $1.0k | 14.00 | 71.43 | |
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 | $2.0k | 50.00 | 40.00 | |
Te Connectivity Ltd for (TEL) | 0.0 | $1.0k | 10.00 | 100.00 | |
Ishares Tr fltg rate nt (FLOT) | 0.0 | $3.0k | 55.00 | 54.55 | |
Dunkin' Brands Group | 0.0 | $999.950000 | 35.00 | 28.57 | |
Suncoke Energy (SXC) | 0.0 | $0 | 119.00 | 0.00 | |
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 | $2.0k | 96.00 | 20.83 | |
Adt | 0.0 | $0 | 5.00 | 0.00 | |
Mondelez Int (MDLZ) | 0.0 | $7.0k | 150.00 | 46.67 | |
Geospace Technologies (GEOS) | 0.0 | $0 | 30.00 | 0.00 | |
Prothena (PRTA) | 0.0 | $0 | 1.00 | 0.00 | |
Biota Pharmaceuticals | 0.0 | $0 | 3.00 | 0.00 | |
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 | $6.0k | 300.00 | 20.00 | |
0.0 | $2.0k | 70.00 | 28.57 | ||
Fs Investment Corporation | 0.0 | $2.0k | 200.00 | 10.00 | |
Tyco International | 0.0 | $999.940000 | 17.00 | 58.82 | |
Medtronic (MDT) | 0.0 | $999.990000 | 9.00 | 111.11 | |
Talen Energy | 0.0 | $2.0k | 267.00 | 7.49 | |
Fitbit | 0.0 | $6.0k | 210.00 | 28.57 | |
Godaddy Inc cl a (GDDY) | 0.0 | $1.0k | 38.00 | 26.32 | |
Kraft Heinz (KHC) | 0.0 | $4.0k | 50.00 | 80.00 | |
Baxalta Incorporated | 0.0 | $2.0k | 50.00 | 40.00 | |
Care Cap Properties | 0.0 | $1.0k | 18.00 | 55.56 | |
Conformis | 0.0 | $2.0k | 140.00 | 14.29 | |
Frontier Communications | 0.0 | $2.0k | 351.00 | 5.70 | |
Alcatel-lucent Sponsored Adr Exchanged From Cusip | 0.0 | $0 | 65.00 | 0.00 |