Lowe Wealth Advisors, LLC Purchases in Q4 2024

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
20
+ 19.61%
$201.79 - $228.46 $4.04K - $4.57K
122 $24K
DOW
Dow Inc.

Basic Materials
71
+ 507.14%
$39.1 - $55.34 $2.78K - $3.93K
85 $3K
EVRG
Evergy, Inc.

Utilities
55
New
$59.06 - $65.0 $3.25K - $3.58K
55 $3K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.59%
N/A
2.54K $462K
ABBV
Abb Vie Inc.

Healthcare
25
+ 35.71%
$164.99 - $203.87 $4.12K - $5.1K
95 $16K
POOL
Pool Corp

Industrials
10
New
$339.32 - $390.03 $3.39K - $3.9K
10 $3K
WTRG
Essential Utilities, Inc.

Utilities
77
New
$36.18 - $40.55 $2.79K - $3.12K
77 $2K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 233.33%
$340.59 - $380.5 $2.38K - $2.66K
10 $3K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.13%
$55.43 - $62.69 $111 - $125
1.54K $91K
BAC
Bank Of America Corp

Financial Services
8
+ 1.58%
$39.22 - $47.77 $314 - $382
513 $22K
BXSL
Blackstone Secured Lending Fund

Financial Services
72
New
$29.25 - $33.27 $2.11K - $2.4K
72 $2K
CRL
Charles River Laboratories International, Inc.

Healthcare
11
New
$178.58 - $220.69 $1.96K - $2.43K
11 $2K
CVX
Chevron Corp

Energy
20
+ 3.24%
$141.15 - $162.53 $2.82K - $3.25K
638 $92K
AES
Aes Corp

Utilities
227
New
$12.44 - $20.24 $2.82K - $4.59K
227 $2K
COP
Conocophillips

Energy
22
+ 22.0%
$95.12 - $114.72 $2.09K - $2.52K
122 $12K
UBER
Uber Technologies, Inc

Technology
44
New
$59.93 - $86.34 $2.64K - $3.8K
44 $2K
VLO
Valero Energy Corp

Energy
26
+ 16.77%
$118.59 - $144.02 $3.08K - $3.74K
181 $22K
DUK
Duke Energy Corp

Utilities
53
+ 13.87%
$105.76 - $120.76 $5.61K - $6.4K
435 $46K
MNST
Monster Beverage Corp

Consumer Defensive
44
New
$49.24 - $56.38 $2.17K - $2.48K
44 $2K
MGM
Mgm Resorts International

Consumer Cyclical
63
New
$33.44 - $41.99 $2.11K - $2.65K
63 $2K
MAS
Masco Corp

Industrials
34
New
$72.52 - $85.73 $2.47K - $2.91K
34 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
13
New
$208.94 - $264.22 $2.72K - $3.43K
13 $2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
53
New
$50.14 - $52.56 $2.66K - $2.79K
53 $2K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30
+ 2.25%
$61.68 - $67.87 $1.85K - $2.04K
1.36K $84K
SYY
Sysco Corp

Consumer Defensive
17
New
$73.63 - $81.77 $1.25K - $1.39K
17 $1K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 50.0%
$261.5 - $284.63 $1.31K - $1.42K
15 $3K
EW
Edwards Lifesciences Corp

Healthcare
15
New
$64.54 - $75.92 $968 - $1.14K
15 $1K
Pro Shares Short S&P500
451
New
N/A
451 $0
YEAR
Ab Active Etfs Inc Ultra Short
1.52K
+ 6.87%
N/A
23.7K $0
Linde PLC
8
New
N/A
8 $0
Aqua Metals Inc
22
New
N/A
22 $0
PFE
Pfizer Inc

Healthcare
26
+ 14.86%
$24.8 - $30.19 $645 - $785
201 $5K
Pacer Large Cap Growth Leaders ETF
632
New
N/A
632 $0
SMOT
Vaneck ETF Tr Morningstar Smid
5.05K
+ 37.75%
N/A
18.4K $0
Jpmorgn Hedgd Eqty Lad Ovrly ETF
675
+ 81.72%
N/A
1.5K $0
Bitwise Bitcoin ETF
33
New
N/A
33 $0
Fidelity Enhanced Large Cap Growth ETF
101
New
N/A
101 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.42K
+ 200.0%
$27.54 - $83.04 $39K - $118K
2.12K $58K
Fidelity Enhanced Large Cap Value ETF
41
New
N/A
41 $0
Ge Vernova LLC Com
10
+ 10.99%
N/A
101 $0
T. Rowe Price Capital Apprec Eq ETF
628
+ 3.94%
N/A
16.6K $0
Te Connectivity LTD
10
New
N/A
10 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
150
+ 200.0%
$26.93 - $84.95 $4.04K - $12.7K
225 $6K
FNDB
Schwab Fundamental U S Broad M

ETFs
10
+ 200.0%
$23.07 - $70.32 $231 - $703
15 $0
PEP
Pepsico Inc

Consumer Defensive
19
+ 7.36%
$151.29 - $176.1 $2.87K - $3.35K
277 $42K
AEP
American Electric Power CO Inc

Utilities
30
+ 5.87%
$90.91 - $102.21 $2.73K - $3.07K
541 $49K
CVS
Cvs Health Corp

Healthcare
12
+ 4.6%
$43.78 - $67.46 $525 - $810
273 $12K
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 2.89%
$87.44 - $102.5 $2.8K - $3.28K
1.14K $103K
EEM
Ishares Msci Emerging Markets

ETFs
102
+ 3.98%
$41.82 - $47.36 $4.27K - $4.83K
2.66K $111K
Activity Summary
Buys All Purchases 159 New Holdings 63 Increased Positions 96 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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