 |
Size ($ in 1000's)
At 03/31/2024: $214,733
At 12/31/2023: $202,114
Lowe Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lowe Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Lowe Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Lowe Wealth Advisors LLC.
In the Lowe Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lowe Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Lowe Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF (SPY) |
135,764 |
-906 |
$71,014 | | SPY | 135,764 | -906 | $71,014 | | Invesco QQQ Trust |
50,646 |
-263 |
$22,487 | | QQQ | 50,646 | -263 | $22,487 | | iShares Tr MSCI USA MinVolatility (USMV) |
236,292 |
-956 |
$19,749 | | USMV | 236,292 | -956 | $19,749 | | Vanguard Short Term Corporate Bond ETF (VCSH) |
153,086 |
-511 |
$11,835 | | VCSH | 153,086 | -511 | $11,835 | | JPMorgan Ultra Short Income ETF (JPST) |
200,595 |
+2,489 |
$10,120 | | JPST | 200,595 | +2,489 | $10,120 | | PIMCO Enhanced Short Maturity ETF (MINT) |
89,256 |
-1,405 |
$8,974 | | MINT | 89,256 | -1,405 | $8,974 | | SPDR Portfolio Short Term Treasury ETF (SPTS) |
259,473 |
+28,814 |
$7,504 | | SPTS | 259,473 | +28,814 | $7,504 | | iShares Gold Trust (IAU) |
166,379 |
-262 |
$6,990 | | IAU | 166,379 | -262 | $6,990 | | Horizon Kinetics Inflation Bnfcrs ETF (INFL) |
214,025 |
+6,180 |
$6,969 | | INFL | 214,025 | +6,180 | $6,969 | | JPMorgan Equity Premium Income ETF (JEPI) |
91,614 |
+5,401 |
$5,301 | | JEPI | 91,614 | +5,401 | $5,301 | | iShares DJ US Total Market Index (IYY) |
36,158 |
-418 |
$4,632 | | IYY | 36,158 | -418 | $4,632 | | Vanguard High Dividend Yield ETF (VYM) |
29,070 |
-875 |
$3,517 | | VYM | 29,070 | -875 | $3,517 | | Energy Select Sector SPDRA (XLE) |
24,030 |
+27 |
$2,269 | | XLE | 24,030 | +27 | $2,269 | | SPDR S&P MidCap 400 (MDY) |
3,869 |
+37 |
$2,153 | | MDY | 3,869 | +37 | $2,153 | | ProShares S&P 500 Dividend Aristocrats (NOBL) |
20,002 |
+3,759 |
$2,028 | | NOBL | 20,002 | +3,759 | $2,028 | | iShares Russell 3000 (IWV) |
4,816 |
-50 |
$1,445 | | IWV | 4,816 | -50 | $1,445 | | Market Vectors Gold Miners ETF (GDX) |
40,405 |
+4,985 |
$1,278 | | GDX | 40,405 | +4,985 | $1,278 | | JPMorgan Short Duration Core Plus ETF (JSCP) |
26,315 |
+425 |
$1,224 | | JSCP | 26,315 | +425 | $1,224 | | Microsoft Corp |
2,749 |
+70 |
$1,157 | | MSFT | 2,749 | +70 | $1,157 | | McCormick & Company Inc |
14,234 |
+2 |
$1,093 | | MKC | 14,234 | +2 | $1,093 | | Global X Copper Miners ETF (COPX) |
24,397 |
+9,301 |
$1,035 | | COPX | 24,397 | +9,301 | $1,035 | | AB Ultra Short Income ETF (YEAR) |
19,860 |
+4,765 |
$1,003 | | YEAR | 19,860 | +4,765 | $1,003 | | VanEck Vectors Semiconductor ETF (SMH) |
4,420 |
-55 |
$994 | | SMH | 4,420 | -55 | $994 | | Pacer US Small Cap Cash Cows 100 ETF (CALF) |
17,670 |
+5,870 |
$869 | | CALF | 17,670 | +5,870 | $869 | | WisdomTree India Earnings ETF (EPI) |
19,330 |
+480 |
$842 | | EPI | 19,330 | +480 | $842 | | Invesco FTSE RAFI Emerging Markets ETF (PXH) |
41,023 |
+4,063 |
$798 | | PXH | 41,023 | +4,063 | $798 | | Invesco FTSE RAFI Dev Mkts ex US ETF (PXF) |
14,741 |
-265 |
$732 | | PXF | 14,741 | -265 | $732 | | Pacer US Cash Cows 100 ETF (COWZ) |
11,660 |
+3,705 |
$678 | | COWZ | 11,660 | +3,705 | $678 | | iShares MSCI Brazil ETF (EWZ) |
19,257 |
+5,072 |
$624 | | EWZ | 19,257 | +5,072 | $624 | | APPLE INC. |
3,476 |
-100 |
$596 | | AAPL | 3,476 | -100 | $596 | | Exxon Mobil Corporation |
4,938 |
UNCH |
$574 | | XOM | 4,938 | UNCH | $574 | | ProShares Short S&P500 (SH) |
35,311 |
-169,916 |
$419 | | SH | 35,311 | -169,916 | $419 | | iShares Core MSCI EAFE (IEFA) |
5,457 |
-877 |
$405 | | IEFA | 5,457 | -877 | $405 | | Facebook Inc |
672 |
UNCH |
$326 | | META | 672 | UNCH | $326 | | VanEck Morningstar SMID Moat ETF (SMOT) |
9,470 |
+725 |
$323 | | SMOT | 9,470 | +725 | $323 | | iShares Core MSCI Emerging Markets (IEMG) |
6,225 |
-1,030 |
$321 | | IEMG | 6,225 | -1,030 | $321 | | Ameren Corp |
4,138 |
UNCH |
$306 | | AEE | 4,138 | UNCH | $306 | | Automatic Data Processing |
1,215 |
UNCH |
$303 | | ADP | 1,215 | UNCH | $303 | | iShares High Dividend (HDV) |
2,654 |
-25 |
$292 | | HDV | 2,654 | -25 | $292 | | Marathon Petroleum Corp |
1,436 |
-25 |
$289 | | MPC | 1,436 | -25 | $289 | | Utilities SPDR ETF (XLU) |
4,040 |
-285 |
$265 | | XLU | 4,040 | -285 | $265 | | Zoom Video Communications Inc |
4,060 |
-200 |
$265 | | ZM | 4,060 | -200 | $265 | | iShares Emerging Markets Dividend ETF (DVYE) |
10,040 |
-125 |
$263 | | DVYE | 10,040 | -125 | $263 | | TJX Companies Inc |
2,402 |
UNCH |
$244 | | TJX | 2,402 | UNCH | $244 | | PPL Corp |
8,089 |
UNCH |
$223 | | PPL | 8,089 | UNCH | $223 | | T. Rowe Price Capital Apprec Eq ETF (TCAF) |
7,243 |
+7,243 |
$219 | | TCAF | 7,243 | +7,243 | $219 | | Reaves Utility Income |
8,100 |
+100 |
$218 | | UTG | 8,100 | +100 | $218 | | SPDR S&P Oil & Gas Exploration & Production ETF (XOP) |
1,365 |
+540 |
$211 | | XOP | 1,365 | +540 | $211 | | Badger Meter Inc |
1,220 |
-380 |
$197 | | BMI | 1,220 | -380 | $197 | | Vanguard REIT ETF (VNQ) |
2,266 |
+460 |
$196 | | VNQ | 2,266 | +460 | $196 |
See Full List: All Stocks Held By Lowe Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lowe Wealth Advisors LLC
|
|
