Lowe Wealth Advisors, LLC Incresed Positions in Q3 2024

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
198
+ 0.09%
$83.76 - $91.82 $16.6K - $18.2K
232K $21.2M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
7.74K
+ 3.47%
$33.15 - $38.37 $257K - $297K
231K $8.67M
IAU
Ishares Gold Trust

ETFs
1.11K
+ 0.66%
$44.06 - $50.5 $48.9K - $56.1K
168K $8.35M
SPTS
Spdr Portfolio Short Term Trea

ETFs
24.7K
+ 8.44%
$28.75 - $29.46 $711K - $728K
318K $9.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.87K
+ 3.93%
$76.94 - $79.54 $452K - $467K
155K $12.3M
IGRO
Ishares Tr International Divid

ETFs
8.61K
+ 828.78%
$66.7 - $75.25 $574K - $648K
9.65K $719K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.6K
+ 3.69%
$54.98 - $59.51 $198K - $214K
101K $6.02M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.43K
+ 7.6%
$33.89 - $41.64 $116K - $143K
48.6K $1.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.3K
+ 5.3%
$117.9 - $128.2 $153K - $167K
25.8K $3.31M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
362
+ 9.48%
$523.84 - $572.02 $190K - $207K
4.18K $2.38M
GII
Spdr S&P Global Infrasture ETF

ETFs
4.14K
+ 666.83%
$54.45 - $61.92 $225K - $256K
4.76K $293K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.08K
+ 15.74%
$53.41 - $57.9 $111K - $120K
15.3K $884K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.01%
$69.44 - $84.76 $139 - $170
13.9K $1.15M
COPX
Global X Copper Miners ETF

ETFs
1.26K
+ 3.8%
$38.58 - $48.4 $48.5K - $60.9K
34.3K $1.62M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
5.97K
+ 13.81%
$20.27 - $20.27 $121K - $121K
49.2K $997K
AAPL
Apple Inc.

Technology
169
+ 4.86%
$207.23 - $234.82 $35K - $39.7K
3.64K $848K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
901
+ 4.59%
$42.22 - $48.62 $38K - $43.8K
20.5K $955K
EPI
Wisdomtree Tr India Earnings F

ETFs
809
+ 4.19%
$47.41 - $50.82 $38.4K - $41.1K
20.1K $1.02M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
425
+ 2.59%
$46.96 - $52.62 $20K - $22.4K
16.8K $877K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
874
+ 58.46%
$66.31 - $74.08 $58K - $64.7K
2.37K $173K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
874
+ 3.88%
$46.16 - $47.63 $40.3K - $41.6K
23.4K $1.11M
GE
General Electric CO

Industrials
291
+ 363.75%
$156.66 - $189.66 $45.6K - $55.2K
371 $69K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
183
+ 0.79%
$26.87 - $30.93 $4.92K - $5.66K
23.3K $686K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.14%
$453.41 - $572.44 $453 - $572
692 $396K
DVYE
Ishares Emerging Markets Divid

ETFs
778
+ 5.43%
$25.71 - $29.05 $20K - $22.6K
15.1K $433K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
62
+ 51.67%
$405.19 - $478.57 $25.1K - $29.7K
182 $83K
WMT
Walmart Inc.

Consumer Defensive
165
+ 22.54%
$66.91 - $81.4 $11K - $13.4K
897 $72K
MA
Mastercard Inc

Financial Services
37
+ 74.0%
$429.6 - $500.99 $15.9K - $18.5K
87 $42K
XLB
Select Sector Spdr Fd Material

ETFs
160
+ 106.67%
$86.95 - $97.09 $13.9K - $15.5K
310 $29K
DUK
Duke Energy Corp

Utilities
83
+ 27.76%
$99.35 - $117.71 $8.25K - $9.77K
382 $44K
DNP
Dnp Select Income Fund Inc

Financial Services
500
+ 9.44%
$8.21 - $10.03 $4.11K - $5.02K
5.79K $58K
ITOT
Ishares Core S&P Total U.S. St

ETFs
109
+ 63.37%
$113.41 - $125.62 $12.4K - $13.7K
281 $35K
SLF
Sun Life Financial Inc

Financial Services
3
+ 0.2%
$47.07 - $58.09 $141 - $174
1.54K $89K
MET
Metlife Inc

Financial Services
91
+ 30.95%
$67.96 - $82.48 $6.18K - $7.51K
385 $31K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
250
+ 3.05%
$18.55 - $19.57 $4.64K - $4.89K
8.45K $162K
TMO
Thermo Fisher Scientific Inc.

Healthcare
12
+ 37.5%
$531.86 - $624.21 $6.38K - $7.49K
44 $27K
V
Visa Inc.

Financial Services
8
+ 1.75%
$253.74 - $291.56 $2.03K - $2.33K
466 $128K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
73
+ 9.63%
$91.42 - $91.82 $6.67K - $6.7K
831 $76K
MRK
Merck & Co., Inc.

Healthcare
101
+ 18.98%
$111.15 - $128.97 $11.2K - $13K
633 $71K
VO
Vanguard Mid Cap ETF

ETFs
8
+ 400.0%
$237.84 - $263.83 $1.9K - $2.11K
10 $2K
ARCC
Ares Capital Corp

Financial Services
100
+ 50.0%
$19.8 - $21.28 $1.98K - $2.13K
300 $6K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
35
+ 1.9%
$85.84 - $85.84 $3K - $3K
1.88K $160K
AVGO
Broadcom Inc.

Technology
45
+ 900.0%
$136.27 - $1745.86 $6.13K - $78.6K
50 $8K
SMOT
Vaneck ETF Tr Morningstar Smid
3.21K
+ 31.58%
N/A
13.4K $0
T. Rowe Price Capital Apprec Eq ETF
3.42K
+ 27.25%
N/A
15.9K $0
Jpmorgn Hedgd Eqty Lad Ovrly ETF
372
+ 81.94%
N/A
826 $0
Ge Health Care Technologies Inc Common Stock
97
+ 225.58%
N/A
140 $0
Ge Vernova LLC Com
72
+ 378.95%
N/A
91 $0
YEAR
Ab Active Etfs Inc Ultra Short
773
+ 3.62%
N/A
22.2K $0
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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