Lowe fs

Lowe Wealth Advisors as of March 31, 2018

Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 269 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 25.4 $41M 154k 263.15
Ishares Tr usa min vo (USMV) 12.2 $19M 373k 51.93
PowerShares QQQ Trust, Series 1 9.9 $16M 99k 160.13
Vanguard Short Term Corporate Bond ETF (VCSH) 5.2 $8.2M 105k 78.43
iShares Gold Trust 5.1 $8.1M 635k 12.73
iShares Dow Jones U.S. Index Fund (IYY) 4.3 $6.8M 51k 132.13
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 4.1 $6.6M 65k 101.55
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 4.1 $6.6M 100k 65.88
iShares Lehman 7-10 Yr Treas. Bond (IEF) 3.9 $6.2M 60k 103.20
SPDR S&P Dividend (SDY) 3.7 $5.9M 65k 91.20
WisdomTree Dividend ex-Fin Fund (AIVL) 3.7 $5.9M 70k 84.54
Financial Select Sector SPDR (XLF) 3.0 $4.8M 174k 27.57
Ishares High Dividend Equity F (HDV) 2.0 $3.2M 37k 84.49
Proshares Tr short s&p 500 ne (SH) 1.5 $2.4M 79k 30.30
SPDR S&P MidCap 400 ETF (MDY) 1.1 $1.8M 5.2k 341.69
iShares Russell 3000 Index (IWV) 1.1 $1.7M 11k 156.33
WisdomTree India Earnings Fund (EPI) 0.7 $1.1M 41k 26.23
Ishares Inc core msci emkt (IEMG) 0.7 $1.1M 19k 58.39
Goldcorp 0.7 $1.1M 78k 13.82
J P Morgan Exchange Traded F ultra shrt (JPST) 0.6 $987k 20k 50.01
Nutrien (NTR) 0.6 $875k 19k 47.27
Wisdomtree Tr intl hedge eqt (HEDJ) 0.5 $789k 13k 62.72
McCormick & Company, Incorporated (MKC) 0.5 $755k 7.1k 106.34
At&t (T) 0.5 $711k 20k 35.66
Lockheed Martin Corporation (LMT) 0.3 $437k 1.3k 337.45
PNC Financial Services (PNC) 0.3 $409k 2.7k 151.37
McCormick & Company, Incorporated (MKC.V) 0.2 $382k 3.6k 106.23
Microsoft Corporation (MSFT) 0.2 $312k 3.4k 91.17
Apple (AAPL) 0.2 $316k 1.9k 167.82
Walt Disney Company (DIS) 0.2 $252k 2.5k 100.40
iShares Lehman Aggregate Bond (AGG) 0.2 $249k 2.3k 107.24
Under Armour Inc Cl C (UA) 0.2 $252k 18k 14.32
Exxon Mobil Corporation (XOM) 0.1 $240k 3.2k 74.67
Ameren Corporation (AEE) 0.1 $234k 4.1k 56.55
iShares S&P 100 Index (OEF) 0.1 $185k 1.6k 115.77
iShares S&P 500 Growth Index (IVW) 0.1 $194k 1.3k 154.95
Arconic 0.1 $175k 7.6k 23.03
MasterCard Incorporated (MA) 0.1 $166k 950.00 174.74
Automatic Data Processing (ADP) 0.1 $138k 1.2k 113.58
Verizon Communications (VZ) 0.1 $139k 2.9k 47.70
Chevron Corporation (CVX) 0.1 $133k 1.2k 114.46
Newmont Mining Corporation (NEM) 0.1 $126k 3.2k 39.13
iShares Russell 2000 Index (IWM) 0.1 $131k 865.00 151.45
T. Rowe Price (TROW) 0.1 $99k 917.00 107.96
iShares Silver Trust (SLV) 0.1 $93k 6.1k 15.36
Coca-Cola Company (KO) 0.1 $78k 1.8k 43.38
Merck & Co (MRK) 0.1 $79k 1.4k 54.63
BP (BP) 0.0 $69k 1.7k 40.49
Johnson & Johnson (JNJ) 0.0 $65k 508.00 127.95
CBS Corporation 0.0 $64k 1.2k 51.53
Rockwell Collins 0.0 $67k 499.00 134.27
Texas Instruments Incorporated (TXN) 0.0 $62k 594.00 104.38
Starbucks Corporation (SBUX) 0.0 $69k 1.2k 57.93
Constellation Brands (STZ) 0.0 $68k 300.00 226.67
Sun Life Financial (SLF) 0.0 $57k 1.4k 41.36
Vanguard Europe Pacific ETF (VEA) 0.0 $67k 1.5k 44.28
iShares Dow Jones Select Dividend (DVY) 0.0 $56k 588.00 95.24
Pimco Etf Tr 1-3yr ustreidx 0.0 $56k 1.1k 50.00
Express Scripts Holding 0.0 $61k 882.00 69.16
Comcast Corporation (CMCSA) 0.0 $43k 1.3k 33.88
iShares MSCI Emerging Markets Indx (EEM) 0.0 $48k 1.0k 47.90
Broadridge Financial Solutions (BR) 0.0 $54k 491.00 109.98
Bank of America Corporation (BAC) 0.0 $43k 1.4k 30.22
Berkshire Hathaway (BRK.B) 0.0 $40k 200.00 200.00
Home Depot (HD) 0.0 $52k 292.00 178.08
Ford Motor Company (F) 0.0 $48k 4.3k 11.05
Freeport-McMoRan Copper & Gold (FCX) 0.0 $54k 3.1k 17.62
Under Armour (UAA) 0.0 $47k 2.9k 16.25
Eaton Vance 0.0 $45k 800.00 56.25
Rockwell Automation (ROK) 0.0 $49k 282.00 173.76
DNP Select Income Fund (DNP) 0.0 $54k 5.3k 10.20
Facebook Inc cl a (META) 0.0 $50k 312.00 160.26
Claymore Exchange Trd Fd Tr gug bull2020 e 0.0 $50k 2.4k 21.18
Guggenheim Bulletshares 2020 H mf 0.0 $50k 2.0k 24.56
Cdk Global Inc equities 0.0 $44k 699.00 62.95
JPMorgan Chase & Co. (JPM) 0.0 $34k 313.00 108.63
Ameriprise Financial (AMP) 0.0 $25k 167.00 149.70
Wal-Mart Stores (WMT) 0.0 $33k 374.00 88.24
Cameco Corporation (CCJ) 0.0 $24k 2.7k 8.99
Cisco Systems (CSCO) 0.0 $24k 555.00 43.24
Eastman Chemical Company (EMN) 0.0 $37k 350.00 105.71
Raytheon Company 0.0 $32k 150.00 213.33
Stryker Corporation (SYK) 0.0 $32k 200.00 160.00
American Electric Power Company (AEP) 0.0 $35k 511.00 68.49
PPL Corporation (PPL) 0.0 $38k 1.3k 28.53
Xcel Energy (XEL) 0.0 $30k 658.00 45.59
Thor Industries (THO) 0.0 $38k 334.00 113.77
Amazon (AMZN) 0.0 $33k 23.00 1434.78
Align Technology (ALGN) 0.0 $31k 125.00 248.00
Agnico (AEM) 0.0 $27k 640.00 42.19
Builders FirstSource (BLDR) 0.0 $28k 1.4k 20.00
Rydex Russell Top 50 ETF 0.0 $32k 169.00 189.35
Vanguard Total Stock Market ETF (VTI) 0.0 $35k 260.00 134.62
Ipath Dow Jones-aig Commodity (DJP) 0.0 $25k 1.0k 24.75
iShares MSCI ACWI ex US Index Fund (ACWX) 0.0 $33k 660.00 50.00
iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.0 $27k 610.00 44.26
Rydex S&P 500 Pure Growth ETF 0.0 $33k 299.00 110.37
Barclays Bank Plc etn djubscottn38 (BALTF) 0.0 $38k 700.00 54.29
Alphabet Inc Class A cs (GOOGL) 0.0 $25k 24.00 1041.67
Alphabet Inc Class C cs (GOOG) 0.0 $25k 24.00 1041.67
Vaneck Vectors Agribusiness alt (MOO) 0.0 $24k 395.00 60.76
Ishares Msci Global Gold Min etp (RING) 0.0 $29k 1.6k 17.65
Diamond Offshore Drilling 0.0 $10k 660.00 15.15
Cognizant Technology Solutions (CTSH) 0.0 $16k 200.00 80.00
Caterpillar (CAT) 0.0 $8.0k 54.00 148.15
Costco Wholesale Corporation (COST) 0.0 $19k 100.00 190.00
McDonald's Corporation (MCD) 0.0 $19k 124.00 153.23
Via 0.0 $15k 475.00 31.58
Abbott Laboratories (ABT) 0.0 $9.0k 150.00 60.00
Pfizer (PFE) 0.0 $11k 300.00 36.67
General Electric Company 0.0 $8.0k 620.00 12.90
United Parcel Service (UPS) 0.0 $18k 176.00 102.27
H&R Block (HRB) 0.0 $10k 406.00 24.63
Northrop Grumman Corporation (NOC) 0.0 $18k 50.00 360.00
Nucor Corporation (NUE) 0.0 $15k 245.00 61.22
Wells Fargo & Company (WFC) 0.0 $19k 363.00 52.34
Boeing Company (BA) 0.0 $13k 41.00 317.07
Intel Corporation (INTC) 0.0 $11k 208.00 52.88
CVS Caremark Corporation (CVS) 0.0 $10k 167.00 59.88
Altria (MO) 0.0 $16k 250.00 64.00
Schlumberger (SLB) 0.0 $12k 189.00 63.49
UnitedHealth (UNH) 0.0 $23k 107.00 214.95
iShares S&P 500 Index (IVV) 0.0 $18k 67.00 268.66
Exelon Corporation (EXC) 0.0 $20k 516.00 38.76
Gilead Sciences (GILD) 0.0 $9.0k 126.00 71.43
Stericycle (SRCL) 0.0 $12k 200.00 60.00
General Dynamics Corporation (GD) 0.0 $11k 50.00 220.00
Washington Real Estate Investment Trust (ELME) 0.0 $14k 500.00 28.00
Hershey Company (HSY) 0.0 $9.0k 88.00 102.27
Visa (V) 0.0 $16k 135.00 118.52
Churchill Downs (CHDN) 0.0 $23k 94.00 244.68
Netflix (NFLX) 0.0 $21k 71.00 295.77
SPDR Gold Trust (GLD) 0.0 $8.0k 65.00 123.08
Energy Select Sector SPDR (XLE) 0.0 $10k 150.00 66.67
Omega Healthcare Investors (OHI) 0.0 $12k 439.00 27.33
Realty Income (O) 0.0 $21k 400.00 52.50
Magellan Midstream Partners 0.0 $18k 300.00 60.00
iShares Dow Jones US Home Const. (ITB) 0.0 $8.0k 200.00 40.00
Yamana Gold 0.0 $22k 8.0k 2.75
Tesla Motors (TSLA) 0.0 $22k 81.00 271.60
iShares S&P GSCI Commodity-Indexed (GSG) 0.0 $13k 775.00 16.77
iShares S&P SmallCap 600 Index (IJR) 0.0 $17k 226.00 75.22
Alerian Mlp Etf 0.0 $10k 1.1k 9.10
Vanguard European ETF (VGK) 0.0 $10k 165.00 60.61
iShares S&P 1500 Index Fund (ITOT) 0.0 $8.0k 135.00 59.26
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.0 $11k 56.00 196.43
Rydex S&P Equal Weight Technology 0.0 $11k 73.00 150.68
Nuveen Maryland Premium Income Municipal 0.0 $16k 1.3k 12.21
Barclays Bank Plc etn djubs sgar38 (SGGFF) 0.0 $23k 950.00 24.21
Schwab Emerging Markets Equity ETF (SCHE) 0.0 $11k 371.00 29.65
First Trust Health Care AlphaDEX (FXH) 0.0 $11k 161.00 68.32
First Trust ISE ChIndia Index Fund 0.0 $15k 381.00 39.37
Rydex S&P Equal Weight Health Care 0.0 $10k 57.00 175.44
Rydex Etf Trust indls etf 0.0 $11k 89.00 123.60
Schwab U S Large Cap Growth ETF (SCHG) 0.0 $22k 302.00 72.85
Xpo Logistics Inc equity (XPO) 0.0 $10k 100.00 100.00
Ishares Inc em mkt min vol (EEMV) 0.0 $15k 245.00 61.22
Duke Energy (DUK) 0.0 $18k 233.00 77.25
Abbvie (ABBV) 0.0 $14k 150.00 93.33
Pure Storage Inc - Class A (PSTG) 0.0 $23k 1.2k 20.00
Broad 0.0 $13k 57.00 228.07
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $13k 600.00 21.67
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) 0.0 $10k 300.00 33.33
Nutanix Inc cl a (NTNX) 0.0 $10k 200.00 50.00
Taiwan Semiconductor Mfg (TSM) 0.0 $1.0k 24.00 41.67
Cme (CME) 0.0 $3.0k 17.00 176.47
Starwood Property Trust (STWD) 0.0 $4.0k 180.00 22.22
American Express Company (AXP) 0.0 $2.0k 20.00 100.00
Teva Pharmaceutical Industries (TEVA) 0.0 $1.0k 68.00 14.71
Archer Daniels Midland Company (ADM) 0.0 $999.900000 30.00 33.33
Sony Corporation (SONY) 0.0 $3.0k 67.00 44.78
Digital Realty Trust (DLR) 0.0 $4.0k 39.00 102.56
Kimberly-Clark Corporation (KMB) 0.0 $1.0k 10.00 100.00
Kohl's Corporation (KSS) 0.0 $0 7.00 0.00
Lumber Liquidators Holdings (LL) 0.0 $2.0k 100.00 20.00
Paychex (PAYX) 0.0 $5.0k 80.00 62.50
Brown-Forman Corporation (BF.B) 0.0 $2.0k 45.00 44.44
Nordstrom (JWN) 0.0 $2.0k 45.00 44.44
Nu Skin Enterprises (NUS) 0.0 $0 6.00 0.00
Morgan Stanley (MS) 0.0 $5.0k 100.00 50.00
Nokia Corporation (NOK) 0.0 $0 1.00 0.00
Vishay Intertechnology (VSH) 0.0 $0 15.00 0.00
AstraZeneca (AZN) 0.0 $3.0k 100.00 30.00
Valero Energy Corporation (VLO) 0.0 $2.0k 25.00 80.00
Aetna 0.0 $0 1.00 0.00
Novartis (NVS) 0.0 $2.0k 21.00 95.24
Olin Corporation (OLN) 0.0 $2.0k 50.00 40.00
Amgen (AMGN) 0.0 $0 2.00 0.00
BB&T Corporation 0.0 $7.0k 130.00 53.85
Colgate-Palmolive Company (CL) 0.0 $7.0k 100.00 70.00
ConocoPhillips (COP) 0.0 $7.0k 117.00 59.83
Deere & Company (DE) 0.0 $5.0k 29.00 172.41
GlaxoSmithKline 0.0 $2.0k 60.00 33.33
Pepsi (PEP) 0.0 $3.0k 28.00 107.14
Procter & Gamble Company (PG) 0.0 $2.0k 25.00 80.00
Lowe's Companies (LOW) 0.0 $3.0k 30.00 100.00
Sturm, Ruger & Company (RGR) 0.0 $3.0k 50.00 60.00
Applied Materials (AMAT) 0.0 $4.0k 67.00 59.70
Chesapeake Energy Corporation 0.0 $0 48.00 0.00
Domino's Pizza (DPZ) 0.0 $6.0k 27.00 222.22
PowerShares DB Com Indx Trckng Fund 0.0 $5.0k 300.00 16.67
STMicroelectronics (STM) 0.0 $2.0k 80.00 25.00
Chipotle Mexican Grill (CMG) 0.0 $6.0k 19.00 315.79
Southwest Airlines (LUV) 0.0 $7.0k 120.00 58.33
MetLife (MET) 0.0 $4.0k 93.00 43.01
Cree 0.0 $1.0k 32.00 31.25
Myriad Genetics (MYGN) 0.0 $1.0k 37.00 27.03
PacWest Ban 0.0 $999.900000 22.00 45.45
Teradyne (TER) 0.0 $2.0k 40.00 50.00
Technology SPDR (XLK) 0.0 $5.0k 76.00 65.79
Materials SPDR (XLB) 0.0 $1.0k 18.00 55.56
iShares S&P 500 Value Index (IVE) 0.0 $5.0k 50.00 100.00
iShares S&P MidCap 400 Index (IJH) 0.0 $3.0k 15.00 200.00
Advanced Battery Technologies 0.0 $0 30.00 0.00
Valeant Pharmaceuticals Int 0.0 $1.0k 50.00 20.00
Vishay Precision (VPG) 0.0 $0 1.00 0.00
iShares Morningstar Small Growth (ISCG) 0.0 $6.0k 35.00 171.43
Arotech Corporation 0.0 $999.000000 300.00 3.33
Goldfield Corporation 0.0 $0 100.00 0.00
PowerShares Insured Nati Muni Bond 0.0 $1.0k 50.00 20.00
WisdomTree SmallCap Earnings Fund (EES) 0.0 $1.0k 15.00 66.67
Visteon Corporation (VC) 0.0 $0 1.00 0.00
PowerShares Cleantech Portfolio 0.0 $0 5.00 0.00
Ishares Tr s^p gtfidx etf (WOOD) 0.0 $4.0k 50.00 80.00
Te Connectivity Ltd for (TEL) 0.0 $2.0k 16.00 125.00
Citigroup (C) 0.0 $3.0k 44.00 68.18
Prologis (PLD) 0.0 $1.0k 18.00 55.56
Ishares Tr fltg rate nt (FLOT) 0.0 $3.0k 55.00 54.55
Dunkin' Brands Group 0.0 $3.0k 43.00 69.77
Suncoke Energy (SXC) 0.0 $999.600000 119.00 8.40
Groupon 0.0 $0 80.00 0.00
Powershares Exchange 0.0 $3.0k 99.00 30.30
Ishares Inc msci glb agri (VEGI) 0.0 $3.0k 96.00 31.25
Claymore Exchange Trd Fd Tr gug bull2019 e 0.0 $3.0k 155.00 19.35
stock 0.0 $7.0k 75.00 93.33
Stratasys (SSYS) 0.0 $2.0k 80.00 25.00
Prothena (PRTA) 0.0 $0 1.00 0.00
Ishares Core Intl Stock Etf core (IXUS) 0.0 $3.0k 52.00 57.69
Mallinckrodt Pub 0.0 $0 1.00 0.00
Blackhawk Network Hldgs Inc cl a 0.0 $0 1.00 0.00
Tableau Software Inc Cl A 0.0 $2.0k 20.00 100.00
Fireeye 0.0 $2.0k 125.00 16.00
Vodafone Group New Adr F (VOD) 0.0 $1.0k 40.00 25.00
Pentair cs (PNR) 0.0 $5.0k 78.00 64.10
Biolife Solutions (BLFS) 0.0 $0 2.00 0.00
Ishares Tr core div grwth (DGRO) 0.0 $6.0k 185.00 32.43
Amphastar Pharmaceuticals (AMPH) 0.0 $2.0k 100.00 20.00
Medtronic (MDT) 0.0 $999.990000 9.00 111.11
Qorvo (QRVO) 0.0 $7.0k 100.00 70.00
Fitbit 0.0 $0 10.00 0.00
Godaddy Inc cl a (GDDY) 0.0 $7.0k 114.00 61.40
Baozun (BZUN) 0.0 $3.0k 65.00 46.15
Viavi Solutions Inc equities (VIAV) 0.0 $0 8.00 0.00
Lumentum Hldgs (LITE) 0.0 $0 1.00 0.00
Conformis 0.0 $0 140.00 0.00
Seritage Growth Pptys Cl A (SRG) 0.0 $999.900000 30.00 33.33
Hp (HPQ) 0.0 $999.900000 33.00 30.30
Hewlett Packard Enterprise (HPE) 0.0 $999.900000 33.00 30.30
Real Estate Select Sect Spdr (XLRE) 0.0 $0 2.00 0.00
Johnson Controls International Plc equity (JCI) 0.0 $0 14.00 0.00
Global X Fds rbtcs artfl in (BOTZ) 0.0 $1.0k 24.00 41.67
U S Geothermal 0.0 $1.0k 150.00 6.67
Mannkind (MNKD) 0.0 $1.0k 500.00 2.00
Dxc Technology (DXC) 0.0 $0 2.00 0.00
Frontier Communication 0.0 $0 32.00 0.00
Brighthouse Finl (BHF) 0.0 $0 1.00 0.00
Micro Focus Intl 0.0 $0 4.00 0.00
Iqvia Holdings (IQV) 0.0 $2.0k 25.00 80.00
Reality Shares Nasdaq Nexgen Economy Etf etf 0.0 $1.0k 42.00 23.81