Lowe Wealth Advisors, LLC Top Holdings and 13F Report (2024)

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About Lowe Wealth Advisors, LLC

Investment Activity

Lowe Wealth Advisors, LLC has $214.74 million in total holdings as of March 31, 2024.
Lowe Wealth Advisors, LLC owns shares of 307 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 2.06% of the portfolio was purchased this quarter.
About 2.34% of the portfolio was sold this quarter.
This quarter, Lowe Wealth Advisors, LLC has purchased 315 new stocks and bought additional shares in 35 stocks.
Lowe Wealth Advisors, LLC sold shares of 58 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $71,014,085
Invesco QQQ: $22,487,371
iShares MSCI USA Min Vol Factor ETF: $19,749,314
Vanguard Short-Term Corporate Bond ETF: $11,835,055
JPMorgan Ultra-Short Income ETF: $10,120,019

Largest New Holdings this Quarter

T. Rowe Price Capital Appreciation Equity ETF: $218,956 Holding
iShares MSCI Mexico ETF: $110,203 Holding
SPDR S&P Homebuilders ETF: $105,453 Holding
WisdomTree Japan Hedged Equity Fund: $55,552 Holding
VanEck CLO ETF: $6,920 Holding

Largest Purchases this Quarter

SPDR Portfolio Short Term Treasury ETF: 28,814 shares (about $833.30K)
Global X Copper Miners ETF: 9,301 shares (about $394.65K)
ProShares S&P 500 Aristocrats ETF: 3,759 shares (about $381.20K)
JPMorgan Equity Premium Income ETF: 5,401 shares (about $312.50K)
Pacer US Small Cap Cash Cows 100 ETF: 5,870 shares (about $288.56K)

Largest Sales this Quarter

ProShares Short S&P500: 169,916 shares (about $2.02M)
SPDR S&P 500 ETF Trust: 906 shares (about $473.90K)
Health Care Select Sector SPDR Fund: 2,580 shares (about $381.15K)
Quadratic Interest Rate Volatility and Inflation Hedge ETF: 13,165 shares (about $249.23K)
SPDR S&P Global Natural Resources ETF: 4,190 shares (about $242.73K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$71,014,085	$473,901 ▼	-0.7%	135,764	33.1%	Finance
QQQ Invesco QQQ	$22,487,371	$116,775 ▼	-0.5%	50,646	10.5%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$19,749,314	$79,903 ▼	-0.4%	236,292	9.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$11,835,055	$39,505 ▼	-0.3%	153,086	5.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$10,120,019	$125,570 ▲	1.3%	200,595	4.7%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$8,973,785	$141,258 ▼	-1.5%	89,256	4.2%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$7,503,960	$833,301 ▲	12.5%	259,473	3.5%	ETF
IAU iShares Gold Trust	$6,989,582	$11,007 ▼	-0.2%	166,379	3.3%	Finance
INFL Horizon Kinetics Inflation Beneficiaries ETF	$6,968,643	$201,220 ▲	3.0%	214,025	3.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$5,300,783	$312,502 ▲	6.3%	91,614	2.5%	ETF
IYY iShares Dow Jones U.S. ETF	$4,631,515	$53,542 ▼	-1.1%	36,158	2.2%	ETF
VYM Vanguard High Dividend Yield ETF	$3,517,119	$105,864 ▼	-2.9%	29,070	1.6%	ETF
XLE Energy Select Sector SPDR Fund	$2,268,655	$2,549 ▲	0.1%	24,030	1.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$2,152,673	$20,586 ▲	1.0%	3,869	1.0%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$2,028,411	$381,202 ▲	23.1%	20,002	0.9%	ETF
IWV iShares Russell 3000 ETF	$1,445,185	$15,004 ▼	-1.0%	4,816	0.7%	ETF
GDX VanEck Gold Miners ETF	$1,277,606	$157,626 ▲	14.1%	40,405	0.6%	ETF
JSCP JPMorgan Short Duration Core Plus ETF	$1,224,437	$19,775 ▲	1.6%	26,315	0.6%	ETF
MSFT Microsoft	$1,156,577	$29,451 ▲	2.6%	2,749	0.5%	Computer and Technology
MKC McCormick & Company, Incorporated	$1,093,342	$154 ▲	0.0%	14,234	0.5%	Consumer Staples
COPX Global X Copper Miners ETF	$1,035,184	$394,649 ▲	61.6%	24,397	0.5%	ETF
YEAR AB Ultra Short Income ETF	$1,003,327	$240,728 ▲	31.6%	19,860	0.5%	ETF
SMH VanEck Semiconductor ETF	$994,456	$12,374 ▼	-1.2%	4,420	0.5%	Manufacturing
CALF Pacer US Small Cap Cash Cows 100 ETF	$868,633	$288,561 ▲	49.7%	17,670	0.4%	ETF
EPI WisdomTree India Earnings Fund	$842,015	$20,909 ▲	2.5%	19,330	0.4%	Finance
PXH Invesco FTSE RAFI Emerging Markets ETF	$798,308	$79,066 ▲	11.0%	41,023	0.4%	ETF
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$731,891	$13,157 ▼	-1.8%	14,741	0.3%	ETF
COWZ Pacer US Cash Cows 100 ETF	$677,563	$215,298 ▲	46.6%	11,660	0.3%	ETF
EWZ iShares MSCI Brazil ETF	$624,312	$164,434 ▲	35.8%	19,257	0.3%	ETF
AAPL Apple	$596,109	$17,149 ▼	-2.8%	3,476	0.3%	Computer and Technology
XOM Exxon Mobil	$573,993		0.0%	4,938	0.3%	Oils/Energy
SH ProShares Short S&P500	$418,783	$2,015,177 ▼	-82.8%	35,311	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$404,983	$65,085 ▼	-13.8%	5,457	0.2%	ETF
META Meta Platforms	$326,310		0.0%	672	0.2%	Computer and Technology
SMOT VanEck Morningstar SMID Moat ETF	$323,022	$24,730 ▲	8.3%	9,470	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$321,210	$53,148 ▼	-14.2%	6,225	0.1%	ETF
AEE Ameren	$306,046		0.0%	4,138	0.1%	Utilities
ADP Automatic Data Processing	$303,434		0.0%	1,215	0.1%	Business Services
HDV iShares Core High Dividend ETF	$292,497	$2,755 ▼	-0.9%	2,654	0.1%	ETF
MPC Marathon Petroleum	$289,354	$5,038 ▼	-1.7%	1,436	0.1%	Oils/Energy
ZM Zoom Video Communications	$265,402	$13,074 ▼	-4.7%	4,060	0.1%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$265,226	$18,710 ▼	-6.6%	4,040	0.1%	ETF
DVYE iShares Emerging Markets Dividend ETF	$262,646	$3,270 ▼	-1.2%	10,040	0.1%	ETF
TJX TJX Companies	$243,611		0.0%	2,402	0.1%	Retail/Wholesale
PPL PPL	$222,690		0.0%	8,089	0.1%	Utilities
TCAF T. Rowe Price Capital Appreciation Equity ETF	$218,956	$218,956 ▲	New Holding	7,243	0.1%	ETF
Reaves Utility Income	$218,376	$2,696 ▲	1.3%	8,100	0.1%	COM
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$211,479	$83,662 ▲	65.5%	1,365	0.1%	ETF
BMI Badger Meter	$197,408	$61,488 ▼	-23.8%	1,220	0.1%	Computer and Technology
VNQ Vanguard Real Estate ETF	$195,964	$39,781 ▲	25.5%	2,266	0.1%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$187,891	$25,262 ▲	15.5%	2,090	0.1%	ETF
IBM International Business Machines	$187,141		0.0%	980	0.1%	Computer and Technology
HSY Hershey	$181,464	$194 ▲	0.1%	933	0.1%	Consumer Staples
SCHX Schwab US Large-Cap ETF	$175,133	$24,824 ▼	-12.4%	2,822	0.1%	ETF
DSI iShares MSCI KLD 400 Social ETF	$160,086	$20,162 ▼	-11.2%	1,588	0.1%	ETF
IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF	$155,234	$249,226 ▼	-61.6%	8,200	0.1%	ETF
AMZN Amazon.com	$154,225		0.0%	855	0.1%	Retail/Wholesale
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$142,308	$107,720 ▲	311.4%	3,345	0.1%	ETF
VUG Vanguard Growth ETF	$141,466	$86,050 ▼	-37.8%	411	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$140,866	$2,079 ▼	-1.5%	542	0.1%	ETF
IVW iShares S&P 500 Growth ETF	$139,157		0.0%	1,648	0.1%	ETF
IPAC iShares Core MSCI Pacific ETF	$137,699		0.0%	2,175	0.1%	ETF
LNKB LINKBANCORP	$137,079		0.0%	19,752	0.1%	Finance
PEG Public Service Enterprise Group	$136,498		0.0%	2,044	0.1%	Utilities
V Visa	$127,780		0.0%	458	0.1%	Business Services
ESGU iShares ESG Aware MSCI USA ETF	$123,582	$22,992 ▼	-15.7%	1,075	0.1%	Manufacturing
PSK SPDR ICE Preferred Securities ETF	$123,370		0.0%	3,538	0.1%	ETF
KO Coca-Cola	$123,155		0.0%	2,013	0.1%	Consumer Staples
CVX Chevron	$116,412		0.0%	738	0.1%	Oils/Energy
QLTA iShares Aaa - A Rated Corporate Bond ETF	$114,664	$2,374 ▲	2.1%	2,415	0.1%	ETF
PRU Prudential Financial	$114,582	$11,740 ▼	-9.3%	976	0.1%	Finance
AIVL WisdomTree U.S. AI Enhanced Value Fund	$110,228	$10,178 ▼	-8.5%	1,083	0.1%	Finance
EWW iShares MSCI Mexico ETF	$110,203	$110,203 ▲	New Holding	1,590	0.1%	ETF
SCHF Schwab International Equity ETF	$106,603		0.0%	2,732	0.0%	ETF
XHB SPDR S&P Homebuilders ETF	$105,453	$105,453 ▲	New Holding	945	0.0%	ETF
VZ Verizon Communications	$104,606	$2,182 ▼	-2.0%	2,493	0.0%	Computer and Technology
JNJ Johnson & Johnson	$104,110	$13,924 ▼	-11.8%	658	0.0%	Medical
SBUX Starbucks	$101,260		0.0%	1,108	0.0%	Retail/Wholesale
BR Broadridge Financial Solutions	$100,586		0.0%	491	0.0%	Business Services
HD Home Depot	$99,225		0.0%	259	0.0%	Retail/Wholesale
LMT Lockheed Martin	$98,707	$38,664 ▼	-28.1%	217	0.0%	Aerospace
SHY iShares 1-3 Year Treasury Bond ETF	$87,505	$22,899 ▼	-20.7%	1,070	0.0%	Manufacturing
ACWX iShares MSCI ACWI ex U.S. ETF	$87,453	$40,096 ▲	84.7%	1,638	0.0%	Manufacturing
LYV Live Nation Entertainment	$84,616		0.0%	800	0.0%	Consumer Discretionary
SLF Sun Life Financial	$83,692	$109 ▲	0.1%	1,533	0.0%	Finance
DVY iShares Select Dividend ETF	$82,161		0.0%	667	0.0%	ETF
Sprott Physical Gold and Silver Trust	$81,360		0.0%	4,000	0.0%	TR UNIT
CWI SPDR MSCI ACWI ex-US ETF	$81,338		0.0%	2,864	0.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$80,558	$40,258 ▲	99.9%	1,961	0.0%	Finance
INTC Intel	$79,142		0.0%	1,792	0.0%	Computer and Technology
DIS Walt Disney	$79,045	$12,236 ▼	-13.4%	646	0.0%	Consumer Discretionary
GIS General Mills	$78,156		0.0%	1,117	0.0%	Consumer Staples
MRK Merck & Co., Inc.	$74,156	$7,257 ▼	-8.9%	562	0.0%	Medical
AMP Ameriprise Financial	$73,219		0.0%	167	0.0%	Finance
ROK Rockwell Automation	$72,250		0.0%	248	0.0%	Industrial Products
IDV iShares International Select Dividend ETF	$67,576		0.0%	2,410	0.0%	ETF
VTV Vanguard Value ETF	$67,098		0.0%	412	0.0%	ETF
FCX Freeport-McMoRan	$62,537		0.0%	1,330	0.0%	Basic Materials
TSM Taiwan Semiconductor Manufacturing	$61,495		0.0%	452	0.0%	Computer and Technology
RTX RTX	$61,249		0.0%	628	0.0%	Aerospace
GRMN Garmin	$59,548		0.0%	400	0.0%	Computer and Technology
COST Costco Wholesale	$59,343	$20,514 ▼	-25.7%	81	0.0%	Retail/Wholesale
AMGN Amgen	$58,001	$3,412 ▼	-5.6%	204	0.0%	Medical
SCHM Schwab U.S. Mid-Cap ETF	$57,652		0.0%	708	0.0%	ETF
DUHP Dimensional US High Profitability ETF	$56,297		0.0%	1,781	0.0%	ETF
UNH UnitedHealth Group	$55,598		0.0%	112	0.0%	Medical
DXJ WisdomTree Japan Hedged Equity Fund	$55,552	$55,552 ▲	New Holding	512	0.0%	Finance
OEF iShares S&P 100 ETF	$55,420		0.0%	224	0.0%	ETF
PLD Prologis	$55,083		0.0%	423	0.0%	Finance
NEM Newmont	$53,402		0.0%	1,490	0.0%	Basic Materials
BRK.B Berkshire Hathaway	$50,462		0.0%	120	0.0%	Finance
IWR iShares Russell Mid-Cap ETF	$50,454	$25,227 ▼	-33.3%	600	0.0%	ETF
PNC The PNC Financial Services Group	$49,773		0.0%	308	0.0%	Finance
APD Air Products and Chemicals	$48,454		0.0%	200	0.0%	Basic Materials
SLV iShares Silver Trust	$48,139		0.0%	2,116	0.0%	ETF
DNP DNP Select Income Fund	$48,017		0.0%	5,294	0.0%	Finance
IVV iShares Core S&P 500 ETF	$47,316	$3,154 ▼	-6.3%	90	0.0%	ETF
RWL Invesco S&P 500 Revenue ETF	$46,865		0.0%	500	0.0%	ETF
ICE Intercontinental Exchange	$46,726	$20,614 ▼	-30.6%	340	0.0%	Finance
TY Tri-Continental	$46,200	$34,342 ▼	-42.6%	1,500	0.0%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$45,719		0.0%	625	0.0%	ETF
GOOG Alphabet	$45,678		0.0%	300	0.0%	Computer and Technology
PEP PepsiCo	$45,153		0.0%	258	0.0%	Consumer Staples
WMT Walmart	$44,030	$29,353 ▲	200.0%	732	0.0%	Retail/Wholesale
AEP American Electric Power	$43,997		0.0%	511	0.0%	Utilities
PSQ ProShares Short QQQ	$43,800		0.0%	5,000	0.0%	ETF
USRT iShares Core U.S. REIT ETF	$42,932		0.0%	798	0.0%	ETF
BA Boeing	$42,844		0.0%	222	0.0%	Aerospace
MCD McDonald's	$42,293	$1,128 ▼	-2.6%	150	0.0%	Retail/Wholesale
SYK Stryker	$39,366		0.0%	110	0.0%	Medical
DG Dollar General	$37,454		0.0%	240	0.0%	Retail/Wholesale
SNPS Synopsys	$37,148		0.0%	65	0.0%	Computer and Technology
NOC Northrop Grumman	$36,378		0.0%	76	0.0%	Aerospace
XEL Xcel Energy	$35,368		0.0%	658	0.0%	Utilities
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$34,884		0.0%	380	0.0%	ETF
TSLA Tesla	$33,576		0.0%	191	0.0%	Auto/Tires/Trucks
MAIN Main Street Capital	$33,117		0.0%	700	0.0%	Finance
CVS CVS Health	$31,506	$160 ▲	0.5%	395	0.0%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$30,045		0.0%	150	0.0%	Finance
PSTG Pure Storage	$29,894		0.0%	575	0.0%	Computer and Technology
SNSR Global X Internet of Things Thematic ETF	$29,310		0.0%	809	0.0%	ETF
DUK Duke Energy	$28,916		0.0%	299	0.0%	Utilities
ESGD iShares ESG Aware MSCI EAFE ETF	$27,969	$3,996 ▼	-12.5%	350	0.0%	Manufacturing
CAT Caterpillar	$27,849		0.0%	76	0.0%	Industrial Products
HMC Honda Motor	$26,731		0.0%	718	0.0%	Auto/Tires/Trucks
VLO Valero Energy	$26,457		0.0%	155	0.0%	Oils/Energy
EPD Enterprise Products Partners	$26,262		0.0%	900	0.0%	Oils/Energy
T AT&T	$25,925	$229 ▲	0.9%	1,473	0.0%	Computer and Technology
EXC Exelon	$25,518	$3,458 ▼	-11.9%	679	0.0%	Utilities
GNR SPDR S&P Global Natural Resources ETF	$25,200	$242,731 ▼	-90.6%	435	0.0%	ETF
XLI Industrial Select Sector SPDR Fund	$25,192	$6,298 ▼	-20.0%	200	0.0%	ETF
ORCL Oracle	$25,122		0.0%	200	0.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$24,159	$22,909 ▼	-48.7%	116	0.0%	ETF
SQ Block	$24,105		0.0%	285	0.0%	Business Services
MA Mastercard	$24,079		0.0%	50	0.0%	Business Services
F Ford Motor	$21,846	$3,984 ▼	-15.4%	1,645	0.0%	Auto/Tires/Trucks
MET MetLife	$21,788	$19,861 ▲	1,030.8%	294	0.0%	Finance
WM Waste Management	$21,741		0.0%	102	0.0%	Business Services
HLT Hilton Worldwide	$21,331	$7,679 ▼	-26.5%	100	0.0%	Consumer Discretionary
DELL Dell Technologies	$21,110		0.0%	185	0.0%	Computer and Technology
XAR SPDR S&P Aerospace & Defense ETF	$21,077	$40,749 ▼	-65.9%	150	0.0%	ETF
PWR Quanta Services	$20,524		0.0%	79	0.0%	Construction
OKE ONEOK	$20,123		0.0%	251	0.0%	Oils/Energy
HRB H&R Block	$19,939		0.0%	406	0.0%	Consumer Discretionary
ITOT iShares Core S&P Total U.S. Stock Market ETF	$19,832		0.0%	172	0.0%	ETF
SCHA Schwab US Small-Cap ETF	$19,696		0.0%	400	0.0%	ETF
BAC Bank of America	$19,150		0.0%	505	0.0%	Finance
UTF Cohen & Steers Infrastructure Fund	$19,045		0.0%	808	0.0%	Financial Services
BP BP	$18,840		0.0%	500	0.0%	Oils/Energy
SLYG SPDR S&P 600 Small Cap Growth ETF	$18,667		0.0%	214	0.0%	ETF
TMO Thermo Fisher Scientific	$18,599		0.0%	32	0.0%	Medical
SCHP Schwab U.S. TIPS ETF	$18,360		0.0%	352	0.0%	ETF
PARA Paramount Global	$17,937		0.0%	1,524	0.0%	Consumer Discretionary
SDY SPDR S&P Dividend ETF	$17,849	$7,875 ▼	-30.6%	136	0.0%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$17,671		0.0%	369	0.0%	Manufacturing
FXH First Trust Health Care AlphaDEX Fund	$17,644		0.0%	161	0.0%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$17,312		0.0%	450	0.0%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$17,121		0.0%	150	0.0%	ETF
RPG Invesco S&P 500 Pure Growth ETF	$17,075		0.0%	465	0.0%	ETF
PG Procter & Gamble	$17,036		0.0%	105	0.0%	Consumer Staples
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$15,780		0.0%	196	0.0%	ETF
ABT Abbott Laboratories	$15,685		0.0%	138	0.0%	Medical
MOO VanEck Agribusiness ETF	$15,026		0.0%	200	0.0%	ETF
CSX CSX	$14,680		0.0%	396	0.0%	Transportation
IJR iShares Core S&P Small-Cap ETF	$14,478		0.0%	131	0.0%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$14,319		0.0%	36	0.0%	Finance
IYR iShares U.S. Real Estate ETF	$14,204		0.0%	158	0.0%	ETF
NAD Nuveen Quality Municipal Income Fund	$14,130		0.0%	1,233	0.0%	Financial Services
VIG Vanguard Dividend Appreciation ETF	$14,061	$4,565 ▲	48.1%	77	0.0%	ETF
GE General Electric	$14,042		0.0%	80	0.0%	Transportation
XLB Materials Select Sector SPDR Fund	$13,934		0.0%	150	0.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$13,907		0.0%	142	0.0%	Finance
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF	$13,865		0.0%	245	0.0%	ETF
MRNA Moderna	$13,853		0.0%	130	0.0%	Medical
QCOM QUALCOMM	$13,544		0.0%	80	0.0%	Computer and Technology
FNDX Schwab Fundamental U.S. Large Company Index ETF	$13,141		0.0%	195	0.0%	ETF
OXY Occidental Petroleum	$12,998		0.0%	200	0.0%	Oils/Energy
DVN Devon Energy	$12,946		0.0%	258	0.0%	Oils/Energy
COP ConocoPhillips	$12,728		0.0%	100	0.0%	Oils/Energy
CHDN Churchill Downs	$12,375		0.0%	100	0.0%	Consumer Discretionary
NTNX Nutanix	$12,344		0.0%	200	0.0%	Computer and Technology
UNP Union Pacific	$12,297		0.0%	50	0.0%	Transportation
MYD BlackRock MuniYield Fund	$11,115		0.0%	1,005	0.0%	Finance
XLV Health Care Select Sector SPDR Fund	$11,080	$381,152 ▼	-97.2%	75	0.0%	ETF
FE FirstEnergy	$11,007		0.0%	285	0.0%	Utilities
CME CME Group	$10,765		0.0%	50	0.0%	Finance
SRCL Stericycle	$10,550		0.0%	200	0.0%	Business Services
NOK Nokia Oyj	$10,429		0.0%	2,946	0.0%	Computer and Technology
CSCO Cisco Systems	$10,381		0.0%	208	0.0%	Computer and Technology
NFLX Netflix	$10,325		0.0%	17	0.0%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$10,305		0.0%	49	0.0%	Finance
CMCSA Comcast	$10,144	$10,144 ▼	-50.0%	234	0.0%	Consumer Discretionary
ALGN Align Technology	$9,838		0.0%	30	0.0%	Medical
PAYX Paychex	$9,824		0.0%	80	0.0%	Business Services
ISCG iShares Morningstar Small-Cap Growth ETF	$9,780		0.0%	210	0.0%	ETF
ENPH Enphase Energy	$9,074	$4,839 ▼	-34.8%	75	0.0%	Oils/Energy
CL Colgate-Palmolive	$9,005		0.0%	100	0.0%	Consumer Staples
LOW Lowe's Companies	$8,963		0.0%	35	0.0%	Retail/Wholesale
GMF SPDR S&P Emerging Asia Pacific ETF	$8,606	$3,836 ▼	-30.8%	83	0.0%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$8,083		0.0%	227	0.0%	ETF
CAH Cardinal Health	$7,833		0.0%	70	0.0%	Medical
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$7,801		0.0%	281	0.0%	ETF
KMB Kimberly-Clark	$7,761		0.0%	60	0.0%	Consumer Staples
GDXJ VanEck Junior Gold Miners ETF	$7,748		0.0%	200	0.0%	ETF
XLF Financial Select Sector SPDR Fund	$7,582		0.0%	180	0.0%	ETF
BAH Booz Allen Hamilton	$7,570		0.0%	51	0.0%	Business Services
FNDA Schwab Fundamental U.S. Small Company Index ETF	$7,471		0.0%	131	0.0%	ETF
BDX Becton, Dickinson and Company	$7,424		0.0%	30	0.0%	Medical
PAAS Pan American Silver	$7,223		0.0%	479	0.0%	Basic Materials
RRC Range Resources	$7,024		0.0%	204	0.0%	Oils/Energy
CLOI VanEck CLO ETF	$6,920	$6,920 ▲	New Holding	131	0.0%	ETF
AZN AstraZeneca	$6,775		0.0%	100	0.0%	Medical
TAP Molson Coors Beverage	$6,725		0.0%	100	0.0%	Consumer Staples
AEM Agnico Eagle Mines	$6,681		0.0%	112	0.0%	Basic Materials
AVGO Broadcom	$6,627		0.0%	5	0.0%	Computer and Technology
PNR Pentair	$6,579		0.0%	77	0.0%	Industrial Products
IJT iShares S&P Small-Cap 600 Growth ETF	$6,537		0.0%	50	0.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$6,378	$5,528 ▲	650.0%	105	0.0%	ETF
PFE Pfizer	$6,355		0.0%	229	0.0%	Medical
GLD SPDR Gold Shares	$6,172		0.0%	30	0.0%	Finance
SCHD Schwab US Dividend Equity ETF	$6,047		0.0%	75	0.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$5,768		0.0%	85	0.0%	Manufacturing
BABA Alibaba Group	$5,716		0.0%	79	0.0%	Retail/Wholesale
SCHE Schwab Emerging Markets Equity ETF	$5,580		0.0%	221	0.0%	ETF
CRM Salesforce	$5,421		0.0%	18	0.0%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$5,081		0.0%	30	0.0%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$4,635		0.0%	110	0.0%	ETF
UA Under Armour	$4,562		0.0%	639	0.0%	Consumer Discretionary
MAR Marriott International	$4,542		0.0%	18	0.0%	Consumer Discretionary
UAA Under Armour	$4,177		0.0%	566	0.0%	Consumer Discretionary
VEA Vanguard FTSE Developed Markets ETF	$4,064	$5,670 ▼	-58.2%	81	0.0%	ETF
AXSM Axsome Therapeutics	$3,990		0.0%	50	0.0%	Medical
GEHC GE HealthCare Technologies	$3,909		0.0%	43	0.0%	Medical
UPS United Parcel Service	$3,716		0.0%	25	0.0%	Transportation
XLY Consumer Discretionary Select Sector SPDR Fund	$3,678		0.0%	20	0.0%	Finance
STWD Starwood Property Trust	$3,659		0.0%	180	0.0%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$3,650		0.0%	40	0.0%	ETF
TGT Target	$3,544		0.0%	20	0.0%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$3,514		0.0%	44	0.0%	Finance
LUV Southwest Airlines	$3,503		0.0%	120	0.0%	Transportation
IBB iShares Biotechnology ETF	$3,431		0.0%	25	0.0%	Finance
ACAD ACADIA Pharmaceuticals	$3,328		0.0%	180	0.0%	Medical
RUM Rumble	$3,232		0.0%	400	0.0%	Computer and Technology
AUPH Aurinia Pharmaceuticals	$2,660		0.0%	531	0.0%	Medical
MMM 3M	$2,652		0.0%	25	0.0%	Multi-Sector Conglomerates
PANW Palo Alto Networks	$2,273	$2,273 ▲	New Holding	8	0.0%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$2,022		0.0%	6	0.0%	ETF
LULU Lululemon Athletica	$1,953		0.0%	5	0.0%	Consumer Discretionary
SNAP Snap	$1,722		0.0%	150	0.0%	Computer and Technology
BYND Beyond Meat	$1,656		0.0%	200	0.0%	Consumer Staples
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF	$1,591		0.0%	50	0.0%	Manufacturing
WH Wyndham Hotels & Resorts	$1,535		0.0%	20	0.0%	Consumer Discretionary
TEL TE Connectivity	$1,452		0.0%	10	0.0%	Computer and Technology
ENVX Enovix	$1,442	$16,102 ▼	-91.8%	180	0.0%	Oils/Energy
FNDC Schwab Fundamental International Small Cap Company Index ETF	$1,241		0.0%	35	0.0%	ETF
BHF Brighthouse Financial	$1,237	$1,237 ▲	New Holding	24	0.0%	Finance
TFC Truist Financial	$1,169		0.0%	30	0.0%	Finance
MED Medifast	$1,150		0.0%	30	0.0%	Consumer Staples
WHLRP Wheeler Real Estate Investment Trust	$1,135		0.0%	700	0.0%	Real Estate
VOO Vanguard S&P 500 ETF	$961		0.0%	2	0.0%	ETF
TEVA Teva Pharmaceutical Industries	$958		0.0%	68	0.0%	Medical
VOOG Vanguard S&P 500 Growth ETF	$914		0.0%	3	0.0%	ETF
DOW DOW	$811		0.0%	14	0.0%	Basic Materials
MDT Medtronic	$784		0.0%	9	0.0%	Medical
SCHC Schwab International Small-Cap Equity ETF	$752	$4,476 ▼	-85.6%	21	0.0%	ETF
JCI Johnson Controls International	$588		0.0%	9	0.0%	Industrial Products
VWO Vanguard FTSE Emerging Markets ETF	$543	$543 ▲	New Holding	13	0.0%	ETF
BMY Bristol-Myers Squibb	$542		0.0%	10	0.0%	Medical
VO Vanguard Mid-Cap Index Fund ETF Shares	$500		0.0%	2	0.0%	ETF
QS QuantumScape	$472		0.0%	75	0.0%	Auto/Tires/Trucks
PHO Invesco Water Resources ETF	$466		0.0%	7	0.0%	ETF
WAB Westinghouse Air Brake Technologies	$437		0.0%	3	0.0%	Transportation
comScore Inc	$385		0.0%	25	0.0%	COM
JAZZ Jazz Pharmaceuticals	$361		0.0%	3	0.0%	Medical
VSH Vishay Intertechnology	$340		0.0%	15	0.0%	Computer and Technology
FNDB Schwab Fundamental U.S. Broad Market Index ETF	$331		0.0%	5	0.0%	ETF
SPB Spectrum Brands	$267		0.0%	3	0.0%	Consumer Discretionary
PRTA Prothena	$248		0.0%	10	0.0%	Medical
AQMS Aqua Metals	$245		0.0%	455	0.0%	Business Services
ERTH Invesco MSCI Sustainable Future ETF	$211		0.0%	5	0.0%	ETF
KSS Kohl's	$204		0.0%	7	0.0%	Retail/Wholesale
VTRS Viatris	$179		0.0%	15	0.0%	Medical
DFE WisdomTree Europe SmallCap Dividend Fund	$179		0.0%	3	0.0%	Finance
NVT nVent Electric	$151		0.0%	2	0.0%	Computer and Technology
EBS Emergent BioSolutions	$101		0.0%	40	0.0%	Medical
Advanced Battery Technologies Inc	$0		0.0%	30	0.0%	COM
New Age Beverages Corp	$0		0.0%	100	0.0%	COM
CCJ Cameco	$0	$229,077 ▼	-100.0%	0	0.0%	Basic Materials
ADM Archer-Daniels-Midland	$0	$15,238 ▼	-100.0%	0	0.0%	Consumer Staples
LEG Leggett & Platt	$0	$13,085 ▼	-100.0%	0	0.0%	Consumer Discretionary
MMC Marsh & McLennan Companies	$0	$11,368 ▼	-100.0%	0	0.0%	Finance
CMRE.PC COSTAMARE 8.50 SRS C CUM RED PRP PRF	$0	$7,284 ▼	-100.0%	0	0.0%	Industrials
SPLK Splunk	$0	$6,094 ▼	-100.0%	0	0.0%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$0	$5,450 ▼	-100.0%	0	0.0%	ETF
BSV Vanguard Short-Term Bond ETF	$0	$4,852 ▼	-100.0%	0	0.0%	ETF
AXP American Express	$0	$3,747 ▼	-100.0%	0	0.0%	Finance
TURN 180 Degree Capital	$0	$2,800 ▼	-100.0%	0	0.0%	Construction
MNKD MannKind	$0	$1,820 ▼	-100.0%	0	0.0%	Medical
PZA Invesco National AMT-Free Municipal Bond ETF	$0	$1,209 ▼	-100.0%	0	0.0%	ETF
FPE First Trust Preferred Securities and Income ETF	$0	$691 ▼	-100.0%	0	0.0%	ETF
GTO Invesco Total Return Bond ETF	$0	$520 ▼	-100.0%	0	0.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$0	$142 ▼	-100.0%	0	0.0%	ETF
BRCC BRC	$0	$127 ▼	-100.0%	0	0.0%	Consumer Staples

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Lowe Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Lowe Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

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Lowe Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Lowe Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLowe Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information