Lowe-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "FLEX",
  "JAZZ",
  "ACAD",
  "GDX",
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AES",
  "PRGS",
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "APD",
  "BABA",
  "KSS",
  "SKT",
  "MAIN",
  null,
  "GOOGL",
  "PXF",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "HRB",
  "UTF",
  null,
  null,
  null,
  null,
  "KRP",
  "DUK",
  "NAD",
  null,
  "UTG",
  "RUM",
  null,
  null,
  "SPB",
  null,
  null,
  null,
  null,
  "PNR",
  "FCX",
  "IBKR",
  null,
  "PRTA",
  null,
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "AZN",
  "MCD",
  null,
  "FE",
  "UNP",
  "QCOM",
  "SCCO",
  "HMC",
  "ITW",
  "RIVN",
  "META",
  "LNKB",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  null,
  null,
  null,
  "MPC",
  null,
  "SLF",
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "ENPH",
  "EQIX",
  "EXC",
  "EVRG",
  "GE",
  null,
  null,
  "NVS",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "PSTG",
  null,
  "MKC",
  "AMGN",
  "MAS",
  null,
  "PARA",
  null,
  null,
  "ROK",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SHW",
  "SRE",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VV",
  "MRNA",
  "MNST",
  "IVOO",
  null,
  null,
  "PNW",
  "VWO",
  "VSS",
  "IWV",
  null,
  "PRF",
  "MYD",
  "TY",
  "AQMS",
  "VIG",
  null,
  null,
  "NTNX",
  "XLB",
  null,
  "TSM",
  null,
  null,
  "BN.TO",
  "VYM",
  "EW",
  "RRC",
  "ALGN",
  "AEE",
  "UAA",
  "STWD",
  "SDY",
  "WAB",
  "TAP",
  "F",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "EBS",
  "ES",
  "IMCR",
  null,
  null,
  "UA",
  "PEG",
  "VIGI",
  "AMZN",
  null,
  "LUV",
  "ESGD",
  null,
  "CEF",
  null,
  null,
  "VEU",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  "VYMI",
  "VAL",
  null,
  null,
  "VOOG",
  "VTWO",
  "BSV",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VSH",
  "WMT",
  "WBA",
  null,
  null,
  null,
  null,
  "WH",
  "XEL",
  null,
  null,
  "OC",
  "GRMN",
  "SCHD",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "NOK",
  null,
  "JCI",
  "SO",
  "PPL",
  "TRP",
  "CRM",
  "SNAP",
  "SCI",
  null,
  "DIA",
  null,
  "LYV",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "NVT",
  "ESGU",
  null,
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BYND",
  "BA",
  "BAH",
  "BHF",
  "BMY",
  "BAM.TO",
  "BR",
  "CRL",
  "CVX",
  "CHDN",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CVS",
  "CSX",
  "DELL",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 372
Total Value: 235363003
Accession Number: 0001574010-25-000002
Form Type: 13F-HR
CIK: lowe-wealth-advisors
Manager Name: Lowe-Wealth-Advisors

Data Enrichment

74% identified

276 identified96 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

372 positions • $235.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VISHAY INTERTECHNOLOGY INC

VSH|928298108

Shares:15

Value:$239

% of Portfolio:0.0% ($239/$235.4M)

Organon & Co.

OGN|68622V106

Shares:15

Value:$223

% of Portfolio:0.0% ($223/$235.4M)

Spectrum Brands Holdings, Inc.

SPB|84790A105

Shares:3

Value:$215

% of Portfolio:0.0% ($215/$235.4M)

46137V407

Shares:5

Value:$194

% of Portfolio:0.0% ($194/$235.4M)

Emergent BioSolutions Inc.

EBS|29089Q105

Shares:40

Value:$194

% of Portfolio:0.0% ($194/$235.4M)

Viatris Inc

VTRS|92556V106

Shares:15

Value:$131

% of Portfolio:0.0% ($131/$235.4M)

PROTHENA CORP PUBLIC LTD CO

PRTA|G72800108

Shares:10

Value:$124

% of Portfolio:0.0% ($124/$235.4M)

nVent Electric plc

NVT|G6700G107

Shares:2

Value:$105

% of Portfolio:0.0% ($105/$235.4M)

KOHLS Corp

KSS|500255104

Shares:7

Value:$57

% of Portfolio:0.0% ($57/$235.4M)

Aqua Metals, Inc.

AQMS|03837J200

Shares:22

Value:$41

% of Portfolio:0.0% ($41/$235.4M)

00752H102

Shares:30

Value:$0

% of Portfolio:0.0% ($0/$235.4M)

650194103

Shares:100

Value:$0

% of Portfolio:0.0% ($0/$235.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISHAY INTERTECHNOLOGY INC(VSHcusip928298108)	15	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$239	0.0% ($239/$235.4M)	QoQ -5.90% (-$15) YoY -29.70% (-$101)
Organon & Co.(OGNcusip68622V106)	15	QoQ 0.00% (-0) YoY NEW(+15)	All Managers (Combined)	$223	0.0% ($223/$235.4M)	QoQ -0.44% (-$1) YoY NEW(+$223)
Spectrum Brands Holdings, Inc.(SPBcusip84790A105)	3	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$215	0.0% ($215/$235.4M)	QoQ -15.01% (-$38) YoY -19.47% (-$52)
(cusip46137V407)✕	5	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$194	0.0% ($194/$235.4M)	QoQ -3.96% (-$8) YoY -8.05% (-$17)
Emergent BioSolutions Inc.(EBScusip29089Q105)	40	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$194	0.0% ($194/$235.4M)	QoQ -49.21% (-$188) YoY +92.07% (+$93)
Viatris Inc(VTRScusip92556V106)	15	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$131	0.0% ($131/$235.4M)	QoQ -29.94% (-$56) YoY -26.81% (-$48)
PROTHENA CORP PUBLIC LTD CO(PRTAcusipG72800108)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$124	0.0% ($124/$235.4M)	QoQ -10.79% (-$15) YoY -50.00% (-$124)
nVent Electric plc(NVTcusipG6700G107)	2	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$105	0.0% ($105/$235.4M)	QoQ -22.79% (-$31) YoY -30.46% (-$46)
KOHLS Corp(KSScusip500255104)	7	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$57	0.0% ($57/$235.4M)	QoQ -41.83% (-$41) YoY -72.05% (-$147)
Aqua Metals, Inc.(AQMScusip03837J200)	22	QoQ 0.00% (-0) YoY NEW(+22)	All Managers (Combined)	$41	0.0% ($41/$235.4M)	QoQ -25.45% (-$14) YoY NEW(+$41)
(cusip00752H102)✕	30	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$235.4M)	QoQ -(+$0) YoY -(+$0)
(cusip650194103)✕	100	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$0	0.0% ($0/$235.4M)	QoQ -(+$0) YoY -(+$0)