Lowe fs

Lowe Wealth Advisors as of March 31, 2024

Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 307 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Etf (SPY) 33.1 $71M 136k 523.07
Invesco QQQ Trust Unit Ser 1 (QQQ) 10.5 $23M 51k 444.01
iShares Tr MSCI USA MinVolatility Etf (USMV) 9.2 $20M 236k 83.58
Vanguard Short-Term Corporate Bond ETF Etf (VCSH) 5.5 $12M 153k 77.31
JPMorgan Ultra-Short Income ETF Etf (JPST) 4.7 $10M 201k 50.45
PIMCO Enhanced Short Maturity ETF Etf (MINT) 4.2 $9.0M 89k 100.54
SPDR Portfolio Short Term Treasury ETF Etf (SPTS) 3.5 $7.5M 260k 28.92
iShares Gold Trust Etf (IAU) 3.3 $7.0M 166k 42.01
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL) 3.2 $7.0M 214k 32.56
JPMorgan Equity Premium Income ETF Etf (JEPI) 2.5 $5.3M 92k 57.86
iShares DJ US Total Market Index Etf (IYY) 2.2 $4.6M 36k 128.09
Vanguard High Dividend Yield ETF Etf (VYM) 1.6 $3.5M 29k 120.99
Energy Select Sector SPDR (XLE) 1.1 $2.3M 24k 94.41
SPDR S&P MidCap 400 Etf (MDY) 1.0 $2.2M 3.9k 556.39
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL) 0.9 $2.0M 20k 101.41
iShares Russell 3000 Etf (IWV) 0.7 $1.4M 4.8k 300.08
Market Vectors Gold Miners ETF Etf (GDX) 0.6 $1.3M 40k 31.62
JPMorgan Short Duration Core Plus ETF Etf (JSCP) 0.6 $1.2M 26k 46.53
Microsoft Corporation (MSFT) 0.5 $1.2M 2.7k 420.73
McCormick & Company, Incorporated (MKC) 0.5 $1.1M 14k 76.81
Global X Copper Miners ETF Etf (COPX) 0.5 $1.0M 24k 42.43
AB Ultra Short Income ETF Ultra Short Incm (YEAR) 0.5 $1.0M 20k 50.52
VanEck Vectors Semiconductor ETF Etf (SMH) 0.5 $995k 4.4k 224.99
Pacer US Small Cap Cash Cows 100 ETF Pacer Us Small (CALF) 0.4 $869k 18k 49.16
WisdomTree India Earnings ETF Etf (EPI) 0.4 $842k 19k 43.56
Invesco FTSE RAFI Emerging Markets ETF Etf (PXH) 0.4 $798k 41k 19.46
Invesco FTSE RAFI Dev Mkts ex-US ETF Etf (PXF) 0.3 $732k 15k 49.65
Pacer US Cash Cows 100 ETF Us Cash Cows 100 (COWZ) 0.3 $678k 12k 58.11
iShares MSCI Brazil ETF Etf (EWZ) 0.3 $624k 19k 32.42
Apple (AAPL) 0.3 $596k 3.5k 171.49
Exxon Mobil Corporation (XOM) 0.3 $574k 4.9k 116.24
ProShares Short S&P500 Etf (SH) 0.2 $419k 35k 11.86
iShares Core MSCI EAFE Etf (IEFA) 0.2 $405k 5.5k 74.21
Facebook Inc cl a (META) 0.2 $326k 672.00 485.58
VanEck Morningstar SMID Moat ETF Etf (SMOT) 0.2 $323k 9.5k 34.11
iShares Core MSCI Emerging Markets Etf (IEMG) 0.1 $321k 6.2k 51.60
Ameren Corporation (AEE) 0.1 $306k 4.1k 73.96
Automatic Data Processing (ADP) 0.1 $303k 1.2k 249.74
iShares High Dividend Etf (HDV) 0.1 $293k 2.7k 110.21
Marathon Petroleum Corp (MPC) 0.1 $289k 1.4k 201.50
Zoom Video Communications Xl A (ZM) 0.1 $265k 4.1k 65.37
Utilities SPDR ETF Etf (XLU) 0.1 $265k 4.0k 65.65
iShares Emerging Markets Dividend ETF Etf (DVYE) 0.1 $263k 10k 26.16
TJX Companies (TJX) 0.1 $244k 2.4k 101.42
PPL Corporation (PPL) 0.1 $223k 8.1k 27.53
T. Rowe Price Capital Apprec Eq ETF Cap Appreciation (TCAF) 0.1 $219k 7.2k 30.23
Reaves Utility Income Fund (UTG) 0.1 $218k 8.1k 26.96
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP) 0.1 $212k 1.4k 154.93
Badger Meter (BMI) 0.1 $197k 1.2k 161.81
Vanguard REIT ETF Etf (VNQ) 0.1 $196k 2.3k 86.48
VanEck Morningstar Wide Moat ETF Etf (MOAT) 0.1 $188k 2.1k 89.90
International Business Machines (IBM) 0.1 $187k 980.00 190.96
Hershey Company (HSY) 0.1 $182k 933.00 194.50
Schwab US Large-Cap ETF Etf (SCHX) 0.1 $175k 2.8k 62.06
iShares MSCI KLD 400 Social ETF Etf (DSI) 0.1 $160k 1.6k 100.81
Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL) 0.1 $155k 8.2k 18.93
Amazon (AMZN) 0.1 $154k 855.00 180.38
iShares 0-5 Year High Yield Corp Bd ETF Etf (SHYG) 0.1 $142k 3.3k 42.54
Vanguard Growth ETF Etf (VUG) 0.1 $142k 411.00 344.20
Vanguard Total Stock Market ETF Etf (VTI) 0.1 $141k 542.00 259.90
iShares S&P 500 Growth Etf (IVW) 0.1 $139k 1.6k 84.44
iShares Core MSCI Pacific ETF Etf (IPAC) 0.1 $138k 2.2k 63.31
Linkbancorp (LNKB) 0.1 $137k 20k 6.94
Public Service Enterprise (PEG) 0.1 $137k 2.0k 66.78
Visa (V) 0.1 $128k 458.00 279.00
iShares ESG MSCI USA ETF Etf (ESGU) 0.1 $124k 1.1k 114.96
SPDR Wells Fargo Preferred Stock ETF Etf (PSK) 0.1 $123k 3.5k 34.87
Coca-Cola Company (KO) 0.1 $123k 2.0k 61.18
Chevron Corporation (CVX) 0.1 $116k 738.00 157.74
iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA) 0.1 $115k 2.4k 47.48
Prudential Financial (PRU) 0.1 $115k 976.00 117.40
WisdomTree US Dividend ex-Financials ETF Etf (AIVL) 0.1 $110k 1.1k 101.78
iShares MSCI Mexico ETF Etf (EWW) 0.1 $110k 1.6k 69.31
Schwab International Equity ETF Etf (SCHF) 0.0 $107k 2.7k 39.02
SPDR S&P Homebuilders ETF Etf (XHB) 0.0 $106k 945.00 111.59
Verizon Communications (VZ) 0.0 $105k 2.5k 41.96
Johnson & Johnson (JNJ) 0.0 $104k 658.00 158.22
Starbucks Corporation (SBUX) 0.0 $101k 1.1k 91.39
Broadridge Financial Solutions (BR) 0.0 $101k 491.00 204.86
Home Depot (HD) 0.0 $99k 259.00 383.11
Lockheed Martin Corporation (LMT) 0.0 $99k 217.00 454.87
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $88k 1.1k 81.78
iShares MSCI ACWI ex US ETF Etf (ACWX) 0.0 $88k 1.6k 53.39
Live Nation Entertainment (LYV) 0.0 $85k 800.00 105.77
Sun Life Financial (SLF) 0.0 $84k 1.5k 54.59
iShares Select Dividend Etf (DVY) 0.0 $82k 667.00 123.18
Sprott Physical Gold and Silver Trust Tr Unit (CEF) 0.0 $81k 4.0k 20.34
SPDR MSCI ACWI ex-US ETF Etf (CWI) 0.0 $81k 2.9k 28.40
iShares MSCI Emerging Markets Etf (EEM) 0.0 $81k 2.0k 41.08
Intel Corporation (INTC) 0.0 $79k 1.8k 44.16
Walt Disney Company (DIS) 0.0 $79k 646.00 122.36
General Mills (GIS) 0.0 $78k 1.1k 69.97
Merck & Co (MRK) 0.0 $74k 562.00 131.95
Ameriprise Financial (AMP) 0.0 $73k 167.00 438.44
Rockwell Automation (ROK) 0.0 $72k 248.00 291.33
iShares International Select Dividend Etf (IDV) 0.0 $68k 2.4k 28.04
Vanguard Value ETF Etf (VTV) 0.0 $67k 412.00 162.86
Freeport-McMoRan Copper & Gold (FCX) 0.0 $63k 1.3k 47.02
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM) 0.0 $62k 452.00 136.05
Raytheon Technologies Corp (RTX) 0.0 $61k 628.00 97.53
Garmin SHS (GRMN) 0.0 $60k 400.00 148.87
Costco Wholesale Corporation (COST) 0.0 $59k 81.00 732.63
Amgen (AMGN) 0.0 $58k 204.00 284.32
Schwab US Mid-Cap ETF Etf (SCHM) 0.0 $58k 708.00 81.43
Dimensional US High Profitability ETF Us High Profitab (DUHP) 0.0 $56k 1.8k 31.61
UnitedHealth (UNH) 0.0 $56k 112.00 496.41
WisdomTree Japan Hedged Equity Etf (DXJ) 0.0 $56k 512.00 108.50
iShares S&P 100 Index Fund CBOE Etf (OEF) 0.0 $55k 224.00 247.41
Prologis (PLD) 0.0 $55k 423.00 130.22
Newmont Mining Corporation (NEM) 0.0 $53k 1.5k 35.84
Berkshire Hathaway (BRK.B) 0.0 $51k 120.00 420.52
iShares Russell Mid-Cap Etf (IWR) 0.0 $51k 600.00 84.09
PNC Financial Services (PNC) 0.0 $50k 308.00 161.60
Air Products & Chemicals (APD) 0.0 $49k 200.00 242.27
Ishares Silver Trust Etf (SLV) 0.0 $48k 2.1k 22.75
DNP Select Income Fund (DNP) 0.0 $48k 5.3k 9.07
iShares Core S&P 500 Etf (IVV) 0.0 $47k 90.00 525.73
Invesco S&P 500 Revenue ETF Etf (RWL) 0.0 $47k 500.00 93.73
Intercontinental Exchange (ICE) 0.0 $47k 340.00 137.43
Tri-Continental Corporation (TY) 0.0 $46k 1.5k 30.80
SPDR S&P 500 Growth Etf (SPYG) 0.0 $46k 625.00 73.15
Alphabet Inc Class C cs (GOOG) 0.0 $46k 300.00 152.26
Pepsi (PEP) 0.0 $45k 258.00 175.01
Wal-Mart Stores (WMT) 0.0 $44k 732.00 60.15
American Electric Power Company (AEP) 0.0 $44k 511.00 86.10
ProShares Short QQQ Short Qqq New 0.0 $44k 5.0k 8.76
iShares Core US REIT ETF Etf (USRT) 0.0 $43k 798.00 53.80
Boeing Company (BA) 0.0 $43k 222.00 192.99
McDonald's Corporation (MCD) 0.0 $42k 150.00 281.95
Stryker Corporation (SYK) 0.0 $39k 110.00 357.87
Dollar General (DG) 0.0 $38k 240.00 156.06
Synopsys (SNPS) 0.0 $37k 65.00 571.51
Northrop Grumman Corporation (NOC) 0.0 $36k 76.00 478.66
Xcel Energy (XEL) 0.0 $35k 658.00 53.75
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL) 0.0 $35k 380.00 91.80
Tesla Motors (TSLA) 0.0 $34k 191.00 175.79
Main Street Capital Corporation (MAIN) 0.0 $33k 700.00 47.31
CVS Caremark Corporation (CVS) 0.0 $32k 395.00 79.76
JPMorgan Chase & Co. (JPM) 0.0 $30k 150.00 200.30
Pure Storage Inc - Class A (PSTG) 0.0 $30k 575.00 51.99
Global X Internet Of Things Etf Etf (SNSR) 0.0 $29k 809.00 36.23
Duke Energy (DUK) 0.0 $29k 299.00 96.71
iShares ESG Aware MSCI EAFE ETF Etf (ESGD) 0.0 $28k 350.00 79.91
Caterpillar (CAT) 0.0 $28k 76.00 366.43
Honda Motor Amern Shs (HMC) 0.0 $27k 718.00 37.23
Valero Energy Corporation (VLO) 0.0 $27k 155.00 170.69
Enterprise Products Partners (EPD) 0.0 $26k 900.00 29.18
At&t (T) 0.0 $26k 1.5k 17.60
Exelon Corporation (EXC) 0.0 $26k 679.00 37.58
SPDR S&P Global Natural Resources ETF Etf (GNR) 0.0 $25k 435.00 57.93
Industrial Select Sector SPDRA Sbi Int-inds (XLI) 0.0 $25k 200.00 125.96
Oracle Corporation (ORCL) 0.0 $25k 200.00 125.61
Technology Select Sector SPDRA Etf (XLK) 0.0 $24k 116.00 208.27
Square Inc A Cl A (SQ) 0.0 $24k 285.00 84.58
MasterCard Incorporated (MA) 0.0 $24k 50.00 481.58
Ford Motor Company (F) 0.0 $22k 1.6k 13.28
MetLife (MET) 0.0 $22k 294.00 74.11
Waste Management (WM) 0.0 $22k 102.00 213.15
Hilton Worldwide Holdings (HLT) 0.0 $21k 100.00 213.31
Dell Technologies (DELL) 0.0 $21k 185.00 114.11
SPDR S&P Aerospace & Defense ETF Etf (XAR) 0.0 $21k 150.00 140.51
Quanta Services (PWR) 0.0 $21k 79.00 259.80
Oneok (OKE) 0.0 $20k 251.00 80.17
H&R Block (HRB) 0.0 $20k 406.00 49.11
iShares Core S&P Total US Stock Mkt Etf (ITOT) 0.0 $20k 172.00 115.30
Schwab US Small-Cap ETF Etf (SCHA) 0.0 $20k 400.00 49.24
Bank of America Corporation (BAC) 0.0 $19k 505.00 37.92
Cohen & Steers infrastucture Fund (UTF) 0.0 $19k 808.00 23.57
BP Adr (BP) 0.0 $19k 500.00 37.68
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) 0.0 $19k 214.00 87.23
Thermo Fisher Scientific (TMO) 0.0 $19k 32.00 581.22
Schwab US TIPS ETF Etf (SCHP) 0.0 $18k 352.00 52.16
Viacomcbs (PARA) 0.0 $18k 1.5k 11.77
SPDR S&P Dividend ETF Etf (SDY) 0.0 $18k 136.00 131.24
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP) 0.0 $18k 369.00 47.89
First Trust Health Care AlphaDEX Etf (FXH) 0.0 $18k 161.00 109.59
PowerShares FTSE RAFI US 1000 ETF Etf (PRF) 0.0 $17k 450.00 38.47
Ishares Russell MidCap Growth ETF Etf (IWP) 0.0 $17k 150.00 114.14
Guggenheim S&P 500 Pure Growth ETF Etf (RPG) 0.0 $17k 465.00 36.72
Procter & Gamble Company (PG) 0.0 $17k 105.00 162.25
Vanguard Interm-Term Corp Bd ETF Etf (VCIT) 0.0 $16k 196.00 80.51
Abbott Laboratories (ABT) 0.0 $16k 138.00 113.66
Market Vectors Agribusiness ETF Etf (MOO) 0.0 $15k 200.00 75.13
CSX Corporation (CSX) 0.0 $15k 396.00 37.07
iShares Core S&P Small-Cap Etf (IJR) 0.0 $15k 131.00 110.52
SPDR Dow Jones Industrial Average Etf (DIA) 0.0 $14k 36.00 397.75
iShares US Real Estate Etf (IYR) 0.0 $14k 158.00 89.90
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $14k 1.2k 11.46
Vanguard Dividend Apprec Idx ETF Etf (VIG) 0.0 $14k 77.00 182.61
General Electric (GE) 0.0 $14k 80.00 175.53
Materials Select Sector SPDRA Etf (XLB) 0.0 $14k 150.00 92.89
iShares Core US Aggregate Bond Etf (AGG) 0.0 $14k 142.00 97.94
iShares MSCI EmrgMkts MinVolatility Etf (EEMV) 0.0 $14k 245.00 56.59
Moderna (MRNA) 0.0 $14k 130.00 106.56
Qualcomm (QCOM) 0.0 $14k 80.00 169.30
Schwab Fundamental US Large Company ETF Etf (FNDX) 0.0 $13k 195.00 67.39
Occidental Petroleum Corporation (OXY) 0.0 $13k 200.00 64.99
Devon Energy Corporation (DVN) 0.0 $13k 258.00 50.18
ConocoPhillips (COP) 0.0 $13k 100.00 127.28
Churchill Downs (CHDN) 0.0 $12k 100.00 123.75
Nutanix Cl A (NTNX) 0.0 $12k 200.00 61.72
Union Pacific Corporation (UNP) 0.0 $12k 50.00 245.94
Blackrock Muniyield Fund (MYD) 0.0 $11k 1.0k 11.06
Health Care Select Sector SPDR Sbi Healthcare (XLV) 0.0 $11k 75.00 147.73
FirstEnergy (FE) 0.0 $11k 285.00 38.62
Cme (CME) 0.0 $11k 50.00 215.30
Stericycle (SRCL) 0.0 $11k 200.00 52.75
Nokia Oyj Sponsored Adr (NOK) 0.0 $10k 2.9k 3.54
Cisco Systems (CSCO) 0.0 $10k 208.00 49.91
Netflix (NFLX) 0.0 $10k 17.00 607.35
iShares Russell 2000 Etf (IWM) 0.0 $10k 49.00 210.31
Comcast Corporation (CMCSA) 0.0 $10k 234.00 43.35
Align Technology (ALGN) 0.0 $9.8k 30.00 327.93
Paychex (PAYX) 0.0 $9.8k 80.00 122.80
iShares Morningstar Small-Cap Growth ETF Etf (ISCG) 0.0 $9.8k 210.00 46.57
4068594 Enphase Energy (ENPH) 0.0 $9.1k 75.00 120.99
Colgate-Palmolive Company (CL) 0.0 $9.0k 100.00 90.05
Lowe's Companies (LOW) 0.0 $9.0k 35.00 256.09
SPDR S&P Emerging Asia Pacific ETF Etf (GMF) 0.0 $8.6k 83.00 103.69
Schwab Fundamental Intl Lg Co ETF Etf (FNDF) 0.0 $8.1k 227.00 35.61
Cardinal Health (CAH) 0.0 $7.8k 70.00 111.90
Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE) 0.0 $7.8k 281.00 27.76
Kimberly-Clark Corporation (KMB) 0.0 $7.8k 60.00 129.35
Market Vectors Junior Gold Miners ETF Etf (GDXJ) 0.0 $7.7k 200.00 38.74
Financial Select Sector SPDR Etf (XLF) 0.0 $7.6k 180.00 42.12
Booz Allen Hamilton Holding Corporation (BAH) 0.0 $7.6k 51.00 148.43
Schwab Fundamental US Small Company ETF Etf (FNDA) 0.0 $7.5k 131.00 57.03
Becton, Dickinson and (BDX) 0.0 $7.4k 30.00 247.47
Pan American Silver Corp Can (PAAS) 0.0 $7.2k 479.00 15.08
Range Resources (RRC) 0.0 $7.0k 204.00 34.43
VanEck CLO ETF Etf (CLOI) 0.0 $6.9k 131.00 52.82
Astrazeneca Plc -spons Adr (AZN) 0.0 $6.8k 100.00 67.75
Molson Coors Brewing Co B CL B (TAP) 0.0 $6.7k 100.00 67.25
Agnico (AEM) 0.0 $6.7k 112.00 59.65
Broadcom (AVGO) 0.0 $6.6k 5.00 1325.40
Pentair cs (PNR) 0.0 $6.6k 77.00 85.44
iShares S&P Small-Cap 600 Growth Etf (IJT) 0.0 $6.5k 50.00 130.74
iShares Core S&P Mid-Cap Etf (IJH) 0.0 $6.4k 105.00 60.74
Pfizer (PFE) 0.0 $6.4k 229.00 27.75
SPDR Gold Shares Etf (GLD) 0.0 $6.2k 30.00 205.73
Schwab US Dividend Equity ETF Etf (SCHD) 0.0 $6.0k 75.00 80.63
iShares Core MSCI Total Intl Stk Etf (IXUS) 0.0 $5.8k 85.00 67.86
Alibaba Group Holding Sponsored Adr (BABA) 0.0 $5.7k 79.00 72.35
Schwab Emerging Markets Equity ETF Etf (SCHE) 0.0 $5.6k 221.00 25.25
salesforce (CRM) 0.0 $5.4k 18.00 301.17
Guggenheim S&P 500A Equal Weight Etf (RSP) 0.0 $5.1k 30.00 169.37
Vanguard Global ex-US Real Estate ETF Etf (VNQI) 0.0 $4.6k 110.00 42.14
Under Armour Inc Cl C (UA) 0.0 $4.6k 639.00 7.14
Marriott International (MAR) 0.0 $4.5k 18.00 252.33
Under Armour (UAA) 0.0 $4.2k 566.00 7.38
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.0 $4.1k 81.00 50.17
Axsome Therapeutics (AXSM) 0.0 $4.0k 50.00 79.80
GE HealthCare Technologies Common Stock (GEHC) 0.0 $3.9k 43.00 90.91
United Parcel Service (UPS) 0.0 $3.7k 25.00 148.64
Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY) 0.0 $3.7k 20.00 183.90
Starwood Property Trust (STWD) 0.0 $3.7k 180.00 20.33
iShares S&P MidCap 400 Growth Etf (IJK) 0.0 $3.7k 40.00 91.25
Target Corporation (TGT) 0.0 $3.5k 20.00 177.20
iShares MSCI EAFE Etf (EFA) 0.0 $3.5k 44.00 79.86
Southwest Airlines (LUV) 0.0 $3.5k 120.00 29.19
Ishares Nasdaq Biotechnology Etf (IBB) 0.0 $3.4k 25.00 137.24
ACADIA Pharmaceuticals (ACAD) 0.0 $3.3k 180.00 18.49
Rumble Inc Com Cl A (RUM) 0.0 $3.2k 400.00 8.08
Aurinia Pharmaceuticals (AUPH) 0.0 $2.7k 531.00 5.01
3M Company (MMM) 0.0 $2.7k 25.00 106.08
Palo Alto Networks (PANW) 0.0 $2.3k 8.00 284.12
iShares Russell 1000 Growth Etf (IWF) 0.0 $2.0k 6.00 337.00
Lululemon Athletica (LULU) 0.0 $2.0k 5.00 390.60
Snap Inc cl a (SNAP) 0.0 $1.7k 150.00 11.48
Beyond Meat (BYND) 0.0 $1.7k 200.00 8.28
Global X Robotics & Artfcl Intllgnc ETF Etf (BOTZ) 0.0 $1.6k 50.00 31.82
Wyndham Hotels And Resorts (WH) 0.0 $1.5k 20.00 76.75
TE Connectivity SHS (TEL) 0.0 $1.5k 10.00 145.20
Enovix Corp (ENVX) 0.0 $1.4k 180.00 8.01
Schwab Fundamental Intl Sm Co ETF Etf (FNDC) 0.0 $1.2k 35.00 35.46
Brighthouse Finl (BHF) 0.0 $1.2k 24.00 51.54
Truist Financial Corp equities (TFC) 0.0 $1.2k 30.00 38.97
Medifast (MED) 0.0 $1.1k 30.00 38.33
Wheeler Real Estate Investment Trust Cv Pfd Ser (WHLRP) 0.0 $1.1k 700.00 1.62
Vanguard S&P 500 ETF Etf (VOO) 0.0 $961.000000 2.00 480.50
Teva Pharmaceutical Industries Adr (TEVA) 0.0 $957.997600 68.00 14.09
Vanguard S&P 500 Growth ETF Etf (VOOG) 0.0 $914.000100 3.00 304.67
Dow (DOW) 0.0 $811.000400 14.00 57.93
Medtronic (MDT) 0.0 $783.999900 9.00 87.11
Schwab International Small-Cap Eq ETF Etf (SCHC) 0.0 $751.999500 21.00 35.81
Johnson Controls International Plc equity (JCI) 0.0 $587.999700 9.00 65.33
Vanguard Emerging Markets Stock Idx ETF Etf (VWO) 0.0 $542.999600 13.00 41.77
Bristol Myers Squibb (BMY) 0.0 $542.000000 10.00 54.20
Vanguard Index Funds Vanguard Mid-Cap Etf Etf (VO) 0.0 $500.000000 2.00 250.00
Quantumscape Corp (QS) 0.0 $471.997500 75.00 6.29
PowerShares Water Resources Etf (PHO) 0.0 $465.999800 7.00 66.57
Wabtec Corporation (WAB) 0.0 $437.000100 3.00 145.67
comScore (SCOR) 0.0 $385.000000 25.00 15.40
Jazz Pharmaceuticals (JAZZ) 0.0 $360.999900 3.00 120.33
Vishay Intertechnology (VSH) 0.0 $340.000500 15.00 22.67
Schwab Fundamental US Broad Market ETF Etf (FNDB) 0.0 $331.000000 5.00 66.20
Spectrum Brands Holding (SPB) 0.0 $267.000000 3.00 89.00
Prothena Corp SHS (PRTA) 0.0 $248.000000 10.00 24.80
Aqua Metals (AQMS) 0.0 $245.017500 455.00 0.54
Invesco Cleantech ETF Etf (ERTH) 0.0 $211.000000 5.00 42.20
Kohl's Corporation (KSS) 0.0 $204.000300 7.00 29.14
WisdomTree Europe SmallCap Dividend ETF Etf (DFE) 0.0 $179.000100 3.00 59.67
Viatris (VTRS) 0.0 $178.999500 15.00 11.93
Nvent Electric SHS (NVT) 0.0 $151.000000 2.00 75.50
Emergent BioSolutions (EBS) 0.0 $101.000000 40.00 2.52
Advanced Battery Technologies 0.0 $0 30.00 0.00
New Age Beverages Corp 0.0 $0 100.00 0.00