Lowe Wealth Advisors, LLC Portfolio Holdings by Sector
Lowe Wealth Advisors, LLC
- $218 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY QQQ USMV VCSH JPST MINT SPTS IAU 130 stocks |
$206,998
95.15% of portfolio
|
  42  
|
  32  
|
  17  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SNPS ORCL SQ NTNX 5 stocks |
$1,284
0.59% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
MKC GIS BYND 3 stocks |
$1,057
0.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEE PPL PEG AEP XEL DUK EXC FE 8 stocks |
$796
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$731
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$679
0.31% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
UTG CEF TY DNP AMP MAIN UTF NAD 10 stocks |
$511
0.23% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG SNAP 3 stocks |
$405
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$299
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC VLO 2 stocks |
$273
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM BR 2 stocks |
$265
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX LULU 2 stocks |
$265
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK AMGN AZN PFE BMY 6 stocks |
$233
0.11% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
BMI GRMN 2 stocks |
$225
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT BA NOC RTX 4 stocks |
$185
0.09% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM INTC NVDA QCOM AVGO VSH 6 stocks |
$180
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$178
0.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$171
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP NBEV 3 stocks |
$170
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
LYV DIS PARA NFLX 4 stocks |
$166
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$157
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT DG TGT 4 stocks |
$150
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$142
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
LNKB PNC TFC 3 stocks |
$138
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU MET BHF 3 stocks |
$135
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD DRI 3 stocks |
$127
0.06% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
SLF BRK-B 2 stocks |
$123
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T CMCSA 3 stocks |
$122
0.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$109
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$96
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROK GE PNR 3 stocks |
$85
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA HMC F RIVN 4 stocks |
$84
0.04% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
GLNG OKE EPD 3 stocks |
$82
0.04% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Gold | Basic Materials
NEM AEM 2 stocks |
$73
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$72
0.03% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$64
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate—Diversified | Real Estate
JOE 1 stocks |
$63
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT ALGN MDT 4 stocks |
$58
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$51
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN OXY COP SBR RRC 5 stocks |
$51
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$50
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$47
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
VALE 1 stocks |
$44
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
PSTG DELL 2 stocks |
$34
0.02% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CL KMB SPB 4 stocks |
$34
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM SRCL AQMS 3 stocks |
$32
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HLT MAR WH 3 stocks |
$26
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$25
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX UNP WAB 3 stocks |
$24
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
HRB MED 2 stocks |
$22
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
NOK CSCO 2 stocks |
$20
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$17
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
MRNA ACAD JAZZ PRTA 4 stocks |
$17
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$14
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
CHDN 1 stocks |
$13
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Solar | Technology
ENPH 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
UA UAA 2 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
BAH 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM RUM 2 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
CAH 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
NCLH RCL 2 stocks |
$4
0.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
STWD 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Airlines | Industrials
LUV 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ENVX NVT 2 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA EBS VTRS 3 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
TEL 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|