Lowe fs

Lowe Wealth Advisors as of March 31, 2017

Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 238 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 23.7 $36M 153k 235.74
Ishares Tr usa min vo (USMV) 13.6 $21M 434k 47.72
PowerShares QQQ Trust, Series 1 10.5 $16M 121k 132.38
Vanguard Short Term Corporate Bond ETF (VCSH) 4.8 $7.4M 92k 79.74
iShares Gold Trust 4.6 $7.0M 586k 12.01
iShares Lehman 7-10 Yr Treas. Bond (IEF) 4.4 $6.7M 64k 105.58
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 4.0 $6.1M 61k 101.65
iShares Dow Jones U.S. Index Fund (IYY) 4.0 $6.0M 51k 118.26
WisdomTree Dividend ex-Fin Fund (AIVL) 3.9 $6.0M 73k 82.55
Pimco Etf Tr 1-3yr ustreidx 3.9 $5.9M 117k 50.69
SPDR S&P Dividend (SDY) 3.7 $5.6M 63k 88.14
Ishares High Dividend Equity F (HDV) 2.1 $3.2M 38k 83.87
Claymore Exchange Trd Fd Tr gug bull2018 e 1.9 $2.9M 135k 21.23
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.5 $2.3M 40k 57.94
Claymore Exchange Trd Fd Tr gug bull2019 e 1.3 $2.0M 94k 21.23
Health Care SPDR (XLV) 1.3 $2.0M 27k 74.37
SPDR S&P MidCap 400 ETF (MDY) 1.1 $1.6M 5.2k 312.45
iShares Russell 3000 Index (IWV) 1.1 $1.6M 11k 139.89
Lockheed Martin Corporation (LMT) 0.8 $1.1M 4.3k 267.71
Goldcorp 0.7 $989k 68k 14.59
WisdomTree India Earnings Fund (EPI) 0.6 $940k 39k 24.14
At&t (T) 0.6 $897k 22k 41.56
Wisdomtree Tr intl hedge eqt (HEDJ) 0.5 $763k 12k 62.77
McCormick & Company, Incorporated (MKC) 0.5 $692k 7.1k 97.51
Ishares Inc core msci emkt (IEMG) 0.5 $703k 15k 47.77
McCormick & Company, Incorporated (MKC.V) 0.3 $389k 4.0k 97.49
Claymore Exchange-traded Fd gugg crp bd 2017 0.2 $362k 16k 22.61
Walt Disney Company (DIS) 0.2 $316k 2.8k 113.55
Under Armour Inc Cl C (UA) 0.2 $297k 16k 18.29
Apple (AAPL) 0.2 $296k 2.1k 143.76
Exxon Mobil Corporation (XOM) 0.2 $266k 3.2k 81.92
HSBC Holdings (HSBC) 0.1 $206k 5.0k 40.83
Microsoft Corporation (MSFT) 0.1 $218k 3.3k 65.88
Arconic 0.1 $200k 7.6k 26.32
iShares S&P 100 Index (OEF) 0.1 $171k 1.6k 104.91
iShares S&P 500 Growth Index (IVW) 0.1 $165k 1.3k 131.79
Merck & Co (MRK) 0.1 $139k 2.2k 63.35
MasterCard Incorporated (MA) 0.1 $119k 1.1k 112.80
Automatic Data Processing (ADP) 0.1 $124k 1.2k 102.06
Verizon Communications (VZ) 0.1 $118k 2.4k 48.64
iShares Russell 2000 Index (IWM) 0.1 $118k 860.00 137.21
iShares Lehman Aggregate Bond (AGG) 0.1 $125k 1.1k 108.79
Chevron Corporation (CVX) 0.1 $112k 1.0k 107.28
Newmont Mining Corporation (NEM) 0.1 $106k 3.2k 32.92
Potash Corp. Of Saskatchewan I 0.1 $114k 6.7k 17.08
iShares Silver Trust (SLV) 0.1 $104k 6.1k 17.18
Comcast Corporation (CMCSA) 0.1 $98k 2.6k 37.49
CBS Corporation 0.1 $86k 1.2k 69.24
Coca-Cola Company (KO) 0.1 $76k 1.8k 42.27
Starbucks Corporation (SBUX) 0.1 $69k 1.2k 58.03
BP (BP) 0.0 $60k 1.7k 34.36
T. Rowe Price (TROW) 0.0 $59k 860.00 68.60
PPL Corporation (PPL) 0.0 $63k 1.7k 37.63
Under Armour (UAA) 0.0 $54k 2.7k 19.93
iShares Dow Jones Select Dividend (DVY) 0.0 $54k 588.00 91.84
DNP Select Income Fund (DNP) 0.0 $57k 5.3k 10.77
Express Scripts Holding 0.0 $62k 947.00 65.47
Johnson & Johnson (JNJ) 0.0 $51k 407.00 125.31
Rockwell Collins 0.0 $53k 546.00 97.07
Texas Instruments Incorporated (TXN) 0.0 $48k 594.00 80.81
Freeport-McMoRan Copper & Gold (FCX) 0.0 $41k 3.1k 13.38
Constellation Brands (STZ) 0.0 $49k 300.00 163.33
Sun Life Financial (SLF) 0.0 $50k 1.4k 36.44
Rockwell Automation (ROK) 0.0 $44k 282.00 156.03
Facebook Inc cl a (META) 0.0 $44k 312.00 141.03
Cdk Global Inc equities 0.0 $45k 699.00 64.38
Broadridge Financial Solutions (BR) 0.0 $33k 491.00 67.21
PNC Financial Services (PNC) 0.0 $37k 308.00 120.13
Berkshire Hathaway (BRK.B) 0.0 $33k 200.00 165.00
Wal-Mart Stores (WMT) 0.0 $26k 366.00 71.04
Home Depot (HD) 0.0 $23k 155.00 148.39
Bristol Myers Squibb (BMY) 0.0 $34k 625.00 54.40
Cameco Corporation (CCJ) 0.0 $30k 2.7k 11.24
Eastman Chemical Company (EMN) 0.0 $28k 350.00 80.00
Stryker Corporation (SYK) 0.0 $26k 200.00 130.00
American Electric Power Company (AEP) 0.0 $34k 511.00 66.54
Ford Motor Company (F) 0.0 $23k 2.0k 11.50
Xcel Energy (XEL) 0.0 $29k 658.00 44.07
Thor Industries (THO) 0.0 $32k 334.00 95.81
Eaton Vance 0.0 $36k 800.00 45.00
Realty Income (O) 0.0 $27k 455.00 59.34
Magellan Midstream Partners 0.0 $23k 300.00 76.67
Financial Select Sector SPDR (XLF) 0.0 $25k 1.1k 23.58
Vanguard Europe Pacific ETF (VEA) 0.0 $27k 678.00 39.82
Tesla Motors (TSLA) 0.0 $25k 91.00 274.73
Vanguard Dividend Appreciation ETF (VIG) 0.0 $30k 331.00 90.63
Barclays Bank Plc etn djubscottn38 (BALTF) 0.0 $35k 700.00 50.00
Proshares Tr short s&p 500 ne (SH) 0.0 $29k 832.00 34.86
Ishares Msci Global Gold Min etp (RING) 0.0 $29k 1.5k 18.79
Diamond Offshore Drilling 0.0 $11k 660.00 16.67
Cognizant Technology Solutions (CTSH) 0.0 $12k 200.00 60.00
iShares MSCI Emerging Markets Indx (EEM) 0.0 $11k 282.00 39.01
Ameriprise Financial (AMP) 0.0 $22k 167.00 131.74
Costco Wholesale Corporation (COST) 0.0 $17k 100.00 170.00
McDonald's Corporation (MCD) 0.0 $16k 124.00 129.03
Via 0.0 $22k 475.00 46.32
Pfizer (PFE) 0.0 $17k 506.00 33.60
Dominion Resources (D) 0.0 $10k 125.00 80.00
General Electric Company 0.0 $21k 717.00 29.29
H&R Block (HRB) 0.0 $9.0k 406.00 22.17
Nucor Corporation (NUE) 0.0 $15k 245.00 61.22
Paychex (PAYX) 0.0 $9.0k 160.00 56.25
CVS Caremark Corporation (CVS) 0.0 $13k 163.00 79.75
Altria (MO) 0.0 $18k 250.00 72.00
Colgate-Palmolive Company (CL) 0.0 $15k 200.00 75.00
Procter & Gamble Company (PG) 0.0 $13k 150.00 86.67
Schlumberger (SLB) 0.0 $13k 165.00 78.79
UnitedHealth (UNH) 0.0 $8.0k 50.00 160.00
iShares S&P 500 Index (IVV) 0.0 $14k 57.00 245.61
Exelon Corporation (EXC) 0.0 $21k 576.00 36.46
Gilead Sciences (GILD) 0.0 $9.0k 126.00 71.43
Stericycle (SRCL) 0.0 $17k 200.00 85.00
Washington Real Estate Investment Trust (ELME) 0.0 $16k 500.00 32.00
Hershey Company (HSY) 0.0 $9.0k 86.00 104.65
Amazon (AMZN) 0.0 $20k 23.00 869.57
Enterprise Products Partners (EPD) 0.0 $11k 400.00 27.50
Cognex Corporation (CGNX) 0.0 $10k 125.00 80.00
Chipotle Mexican Grill (CMG) 0.0 $11k 24.00 458.33
Omega Healthcare Investors (OHI) 0.0 $14k 439.00 31.89
Celgene Corporation 0.0 $22k 180.00 122.22
Agnico (AEM) 0.0 $19k 440.00 43.18
Builders FirstSource (BLDR) 0.0 $21k 1.4k 15.00
Yamana Gold 0.0 $22k 8.0k 2.75
iShares iBoxx $ High Yid Corp Bond (HYG) 0.0 $11k 120.00 91.67
iShares S&P GSCI Commodity-Indexed (GSG) 0.0 $11k 775.00 14.19
iShares S&P SmallCap 600 Index (IJR) 0.0 $10k 146.00 68.49
Vanguard Emerging Markets ETF (VWO) 0.0 $20k 511.00 39.14
Alerian Mlp Etf 0.0 $9.0k 692.00 13.01
Vanguard European ETF (VGK) 0.0 $9.0k 165.00 54.55
Nuveen Maryland Premium Income Municipal 0.0 $17k 1.3k 12.98
Barclays Bank Plc etn djubs sgar38 (SGGFF) 0.0 $22k 600.00 36.67
First Trust Health Care AlphaDEX (FXH) 0.0 $14k 231.00 60.61
First Trust ISE ChIndia Index Fund 0.0 $12k 381.00 31.50
Duke Energy (DUK) 0.0 $19k 233.00 81.55
Abbvie (ABBV) 0.0 $13k 200.00 65.00
Alphabet Inc Class A cs (GOOGL) 0.0 $20k 24.00 833.33
Alphabet Inc Class C cs (GOOG) 0.0 $20k 24.00 833.33
Broad 0.0 $16k 71.00 225.35
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $14k 600.00 23.33
Vaneck Vectors Agribusiness alt (MOO) 0.0 $21k 395.00 53.16
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) 0.0 $11k 300.00 36.67
Cme (CME) 0.0 $2.0k 17.00 117.65
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 $7.0k 280.00 25.00
Caterpillar (CAT) 0.0 $5.0k 54.00 92.59
Abbott Laboratories (ABT) 0.0 $7.0k 150.00 46.67
Teva Pharmaceutical Industries (TEVA) 0.0 $2.0k 67.00 29.85
Archer Daniels Midland Company (ADM) 0.0 $999.900000 30.00 33.33
United Parcel Service (UPS) 0.0 $3.0k 25.00 120.00
Cisco Systems (CSCO) 0.0 $2.0k 55.00 36.36
Digital Realty Trust (DLR) 0.0 $4.0k 39.00 102.56
Host Hotels & Resorts (HST) 0.0 $999.990000 41.00 24.39
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
Northrop Grumman Corporation (NOC) 0.0 $4.0k 15.00 266.67
Brown-Forman Corporation (BF.B) 0.0 $2.0k 36.00 55.56
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
Nu Skin Enterprises (NUS) 0.0 $0 6.00 0.00
Morgan Stanley (MS) 0.0 $4.0k 100.00 40.00
Nokia Corporation (NOK) 0.0 $0 35.00 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
BB&T Corporation 0.0 $6.0k 130.00 46.15
Deere & Company (DE) 0.0 $3.0k 29.00 103.45
GlaxoSmithKline 0.0 $3.0k 60.00 50.00
Shire 0.0 $1.0k 8.00 125.00
Whole Foods Market 0.0 $4.0k 130.00 30.77
Lowe's Companies (LOW) 0.0 $0 5.00 0.00
Sturm, Ruger & Company (RGR) 0.0 $4.0k 70.00 57.14
Visa (V) 0.0 $5.0k 60.00 83.33
Frontier Communications 0.0 $998.240000 367.00 2.72
Chesapeake Energy Corporation 0.0 $0 48.00 0.00
Netflix (NFLX) 0.0 $6.0k 41.00 146.34
Domino's Pizza (DPZ) 0.0 $5.0k 27.00 185.19
SPDR Gold Trust (GLD) 0.0 $1.0k 10.00 100.00
PowerShares DB Com Indx Trckng Fund 0.0 $5.0k 300.00 16.67
Energy Select Sector SPDR (XLE) 0.0 $3.0k 50.00 60.00
STMicroelectronics (STM) 0.0 $1.0k 80.00 12.50
Southwest Airlines (LUV) 0.0 $6.0k 110.00 54.55
MetLife (MET) 0.0 $4.0k 78.00 51.28
Cree 0.0 $1.0k 32.00 31.25
Energy Transfer Partners 0.0 $4.0k 118.00 33.90
Ormat Technologies (ORA) 0.0 $1.0k 25.00 40.00
PacWest Ban 0.0 $999.900000 22.00 45.45
Teradyne (TER) 0.0 $1.0k 40.00 25.00
HCP 0.0 $1.0k 31.00 32.26
Senior Housing Properties Trust 0.0 $1.0k 27.00 37.04
Technology SPDR (XLK) 0.0 $4.0k 76.00 52.63
Materials SPDR (XLB) 0.0 $1.0k 18.00 55.56
iShares Dow Jones US Home Const. (ITB) 0.0 $6.0k 200.00 30.00
Manulife Finl Corp (MFC) 0.0 $5.0k 270.00 18.52
iShares S&P 500 Value Index (IVE) 0.0 $4.0k 35.00 114.29
iShares S&P MidCap 400 Index (IJH) 0.0 $1.0k 5.00 200.00
Advanced Battery Technologies 0.0 $0 30.00 0.00
Consumer Discretionary SPDR (XLY) 0.0 $4.0k 50.00 80.00
Valeant Pharmaceuticals Int 0.0 $1.0k 50.00 20.00
iShares S&P 1500 Index Fund (ITOT) 0.0 $7.0k 135.00 51.85
Vanguard Mid-Cap Growth ETF (VOT) 0.0 $6.0k 50.00 120.00
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 $3.0k 50.00 60.00
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 $2.0k 35.00 57.14
Suncoke Energy (SXC) 0.0 $999.600000 119.00 8.40
Groupon 0.0 $0 80.00 0.00
Michael Kors Holdings 0.0 $2.0k 45.00 44.44
Ishares Inc msci glb agri (VEGI) 0.0 $3.0k 96.00 31.25
Stratasys (SSYS) 0.0 $2.0k 80.00 25.00
Prothena (PRTA) 0.0 $0 1.00 0.00
Mplx (MPLX) 0.0 $3.0k 87.00 34.48
Ishares Core Intl Stock Etf core (IXUS) 0.0 $999.960000 12.00 83.33
Mallinckrodt Pub 0.0 $0 1.00 0.00
Tableau Software Inc Cl A 0.0 $1.0k 20.00 50.00
Valero Energy Partners 0.0 $7.0k 150.00 46.67
Twitter 0.0 $1.0k 70.00 14.29
Vodafone Group New Adr F (VOD) 0.0 $1.0k 40.00 25.00
Pentair cs (PNR) 0.0 $5.0k 77.00 64.94
Ishares Tr core div grwth (DGRO) 0.0 $4.0k 135.00 29.63
Mobileye 0.0 $2.0k 40.00 50.00
Medtronic (MDT) 0.0 $999.990000 9.00 111.11
Shake Shack Inc cl a (SHAK) 0.0 $2.0k 50.00 40.00
Fitbit 0.0 $0 60.00 0.00
Godaddy Inc cl a (GDDY) 0.0 $4.0k 114.00 35.09
Conformis 0.0 $1.0k 240.00 4.17
Real Estate Select Sect Spdr (XLRE) 0.0 $0 2.00 0.00
Vaneck Vectors Russia Index Et 0.0 $1.0k 68.00 14.71
Aviragen Therapeutics 0.0 $0 3.00 0.00
Johnson Controls International Plc equity (JCI) 0.0 $0 9.00 0.00