Lowe Wealth Advisors, LLC New Holdings in Q4 2024

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
190
New
$162.69 - $473.83 $30.9K - $90K
190 $55K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
695
New
$77.02 - $78.58 $53.5K - $54.6K
695 $53K
VTWO
Vanguard Russell 2000 ETF

ETFs
602
New
$87.42 - $98.06 $52.6K - $59K
602 $53K
NVDA
Nvidia Corp

Technology
341
New
$117.0 - $148.88 $39.9K - $50.8K
341 $45K
VGIT
Vanguard Intermediate Term Tre

ETFs
742
New
$57.78 - $60.4 $42.9K - $44.8K
742 $43K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.34K
New
$25.33 - $51.16 $33.9K - $68.5K
1.34K $34K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
997
New
$30.58 - $33.39 $30.5K - $33.3K
997 $31K
VNQI
Vanguard Global Ex U.S. Real

ETFs
751
New
$39.22 - $47.52 $29.5K - $35.7K
751 $29K
KRE
Spdr S&P Regional Banking ETF

ETFs
413
New
$54.6 - $68.9 $22.5K - $28.5K
413 $24K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
204
New
$114.08 - $125.68 $23.3K - $25.6K
204 $23K
BNDX
Vanguard Total International B

ETFs
304
New
$48.91 - $50.61 $14.9K - $15.4K
304 $14K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
222
New
$50.53 - $55.55 $11.2K - $12.3K
222 $11K
GS
Goldman Sachs Group Inc

Financial Services
15
New
$486.1 - $608.57 $7.29K - $9.13K
15 $8K
IBKR
Interactive Brokers Group, Inc.

Financial Services
42
New
$138.3 - $192.95 $5.81K - $8.1K
42 $7K
ECL
Ecolab Inc.

Basic Materials
32
New
$234.32 - $261.43 $7.5K - $8.37K
32 $7K
NEE
Nextera Energy Inc

Utilities
93
New
$69.77 - $85.43 $6.49K - $7.94K
93 $6K
HON
Honeywell International Inc

Industrials
27
New
$202.84 - $236.0 $5.48K - $6.37K
27 $6K
SO
Southern CO

Utilities
73
New
$81.5 - $94.15 $5.95K - $6.87K
73 $6K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$55.73 - $66.16 $5.57K - $6.62K
100 $6K
JPEM
Jp Morgan Diversified Return

ETFs
117
New
$51.88 - $57.84 $6.07K - $6.77K
117 $6K
OC
Owens Corning

Industrials
30
New
$169.41 - $210.81 $5.08K - $6.32K
30 $5K
PYPL
Pay Pal Holdings, Inc.

Financial Services
63
New
$77.25 - $91.3 $4.87K - $5.75K
63 $5K
SHW
Sherwin Williams CO

Basic Materials
15
New
$338.75 - $399.71 $5.08K - $6K
15 $5K
SCCO
Southern Copper Corp

Basic Materials
58
New
$91.13 - $117.95 $5.29K - $6.84K
58 $5K
IWB
Ishares Tr Russell 1000 ETF

ETFs
16
New
$311.11 - $335.64 $4.98K - $5.37K
16 $5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
28
New
$201.32 - $217.44 $5.64K - $6.09K
28 $5K
BKR
Baker Hughes CO

Energy
124
New
$35.98 - $44.88 $4.46K - $5.57K
124 $5K
LQD
Ishares Iboxx $ Investment Gra

ETFs
50
New
$106.56 - $113.11 $5.33K - $5.66K
50 $5K
PNW
Pinnacle West Capital Corp

Utilities
50
New
$84.03 - $94.52 $4.2K - $4.73K
50 $4K
SCI
Service Corp International

Consumer Cyclical
53
New
$73.36 - $88.6 $3.89K - $4.7K
53 $4K
FTNT
Fortinet, Inc.

Technology
49
New
$76.49 - $99.21 $3.75K - $4.86K
49 $4K
ITW
Illinois Tool Works Inc

Industrials
16
New
$253.56 - $278.5 $4.06K - $4.46K
16 $4K
LLY
Eli Lilly & CO

Healthcare
6
New
$727.2 - $932.06 $4.36K - $5.59K
6 $4K
EMN
Eastman Chemical CO

Basic Materials
44
New
$90.03 - $110.64 $3.96K - $4.87K
44 $4K
TWLO
Twilio Inc

Communication Services
46
New
$63.73 - $114.96 $2.93K - $5.29K
46 $4K
GOOGL
Alphabet Inc.

Communication Services
25
New
$161.86 - $196.66 $4.05K - $4.92K
25 $4K
KHC
Kraft Heinz CO

Consumer Defensive
131
New
$30.1 - $36.02 $3.94K - $4.72K
131 $4K
KMI
Kinder Morgan, Inc.

Energy
177
New
$22.59 - $28.54 $4K - $5.05K
177 $4K
ES
Eversource Energy

Utilities
72
New
$55.9 - $67.73 $4.02K - $4.88K
72 $4K
EVRG
Evergy, Inc.

Utilities
55
New
$59.06 - $65.0 $3.25K - $3.58K
55 $3K
SRE
Sempra Energy

Utilities
44
New
$80.81 - $94.77 $3.56K - $4.17K
44 $3K
POOL
Pool Corp

Industrials
10
New
$339.32 - $390.03 $3.39K - $3.9K
10 $3K
UBER
Uber Technologies, Inc

Technology
44
New
$59.93 - $86.34 $2.64K - $3.8K
44 $2K
CRL
Charles River Laboratories International, Inc.

Healthcare
11
New
$178.58 - $220.69 $1.96K - $2.43K
11 $2K
MAS
Masco Corp

Industrials
34
New
$72.52 - $85.73 $2.47K - $2.91K
34 $2K
MGM
Mgm Resorts International

Consumer Cyclical
63
New
$33.44 - $41.99 $2.11K - $2.65K
63 $2K
AES
Aes Corp

Utilities
227
New
$12.44 - $20.24 $2.82K - $4.59K
227 $2K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
53
New
$50.14 - $52.56 $2.66K - $2.79K
53 $2K
MNST
Monster Beverage Corp

Consumer Defensive
44
New
$49.24 - $56.38 $2.17K - $2.48K
44 $2K
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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