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 | $196 |
See Full List: All Stocks Held By Lowe Wealth Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Lowe Wealth Advisors LLC
Size ($ 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 |