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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46138E727

Shares:53.0K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$235.4M)

MCCORMICK & CO INC

MKC|579780206

Shares:13.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$235.4M)

MICROSOFT CORP

MSFT|594918104

Shares:3.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$235.4M)

46641Q274

Shares:23.7K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$235.4M)

78463X855

Shares:17.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$235.4M)

Apple Inc.

AAPL|037833100

Shares:4.4K

Value:$970.6K

% of Portfolio:0.4% ($970.6K/$235.4M)

69374H881

Shares:17.6K

Value:$962.2K

% of Portfolio:0.4% ($962.2K/$235.4M)

46138E743

PXF|46138E743

Shares:17.7K

Value:$919.4K

% of Portfolio:0.4% ($919.4K/$235.4M)

97717W422

Shares:20.9K

Value:$914.6K

% of Portfolio:0.4% ($914.6K/$235.4M)

921946794

VYMI|921946794

Shares:9.6K

Value:$704.5K

% of Portfolio:0.3% ($704.5K/$235.4M)

92189H730

Shares:20.4K

Value:$669.7K

% of Portfolio:0.3% ($669.7K/$235.4M)

921908844

VIG|921908844

Shares:3.3K

Value:$642.1K

% of Portfolio:0.3% ($642.1K/$235.4M)

464286319

Shares:22.2K

Value:$606.5K

% of Portfolio:0.3% ($606.5K/$235.4M)

87283Q867

Shares:18.4K

Value:$593.0K

% of Portfolio:0.3% ($593.0K/$235.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.0K

Value:$591.3K

% of Portfolio:0.3% ($591.3K/$235.4M)

92189H748

Shares:10.0K

Value:$526.8K

% of Portfolio:0.2% ($526.8K/$235.4M)

AMEREN CORP

AEE|023608102

Shares:4.1K

Value:$415.5K

% of Portfolio:0.2% ($415.5K/$235.4M)

Meta Platforms, Inc.

META|30303M102

Shares:702

Value:$404.6K

% of Portfolio:0.2% ($404.6K/$235.4M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.2K

Value:$371.2K

% of Portfolio:0.2% ($371.2K/$235.4M)

922908553

VNQ|922908553

Shares:3.9K

Value:$349.1K

% of Portfolio:0.1% ($349.1K/$235.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E727)✕	53.0K	QoQ +5.99% (+3.0K) YoY +29.26% (+12.0K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$235.4M)	QoQ +12.51% (+$128.2K) YoY +44.41% (+$354.5K)
MCCORMICK & CO INC(MKCcusip579780206)	13.9K	QoQ +0.01% (+2) YoY -2.22% (-316)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$235.4M)	QoQ +7.97% (+$84.7K) YoY +4.78% (-$52.3K)
MICROSOFT CORP(MSFTcusip594918104)	3.0K	QoQ +22.10% (+547) YoY +9.89% (-272)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$235.4M)	QoQ +8.76% (+$91.4K) YoY -1.94% (-$22.5K)
(cusip46641Q274)✕	23.7K	QoQ +6.77% (+1.5K) YoY -9.87% (-2.6K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$235.4M)	QoQ +8.10% (+$83.9K) YoY -8.55% (-$104.8K)
(cusip78463X855)✕	17.9K	QoQ +186.41% (+11.7K) YoY NEW(+17.9K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$235.4M)	QoQ +200.10% (+$740.6K) YoY NEW(+$1.1M)
Apple Inc.(AAPLcusip037833100)	4.4K	QoQ +15.98% (+602) YoY +25.69% (+893)	All Managers (Combined)	$970.6K	0.4% ($970.6K/$235.4M)	QoQ +2.89% (+$27.3K) YoY +62.81% (+$374.4K)
(cusip69374H881)✕	17.6K	QoQ +6.74% (+1.1K) YoY +50.69% (+5.9K)	All Managers (Combined)	$962.2K	0.4% ($962.2K/$235.4M)	QoQ +3.49% (+$32.5K) YoY +42.00% (+$284.6K)
(PXFcusip46138E743)	17.7K	QoQ +0.71% (+125) YoY +19.96% (+2.9K)	All Managers (Combined)	$919.4K	0.4% ($919.4K/$235.4M)	QoQ +9.33% (+$78.5K) YoY +25.61% (+$187.5K)
(cusip97717W422)✕	20.9K	QoQ +4.74% (+947) YoY +8.24% (+1.6K)	All Managers (Combined)	$914.6K	0.4% ($914.6K/$235.4M)	QoQ +1.13% (+$10.2K) YoY +8.61% (+$72.6K)
(VYMIcusip921946794)	9.6K	QoQ +234.73% (+6.7K) YoY NEW(+9.6K)	All Managers (Combined)	$704.5K	0.3% ($704.5K/$235.4M)	QoQ +263.38% (+$510.6K) YoY NEW(+$704.5K)
(cusip92189H730)✕	20.4K	QoQ +10.86% (+2.0K) YoY +115.67% (+11.0K)	All Managers (Combined)	$669.7K	0.3% ($669.7K/$235.4M)	QoQ +5.45% (+$34.7K) YoY +107.32% (+$346.7K)
(VIGcusip921908844)	3.3K	QoQ +30.31% (+770) YoY +4198.70% (+3.2K)	All Managers (Combined)	$642.1K	0.3% ($642.1K/$235.4M)	QoQ +29.09% (+$144.7K) YoY +4466.58% (+$628.0K)
(cusip464286319)✕	22.2K	QoQ +29.20% (+5.0K) YoY +121.36% (+12.2K)	All Managers (Combined)	$606.5K	0.3% ($606.5K/$235.4M)	QoQ +36.51% (+$162.2K) YoY +130.92% (+$343.9K)
(cusip87283Q867)✕	18.4K	QoQ +10.85% (+1.8K) YoY +153.65% (+11.1K)	All Managers (Combined)	$593.0K	0.3% ($593.0K/$235.4M)	QoQ +7.55% (+$41.7K) YoY +170.85% (+$374.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.0K	QoQ 0.00% (+0) YoY +0.68% (+34)	All Managers (Combined)	$591.3K	0.3% ($591.3K/$235.4M)	QoQ +10.56% (+$56.5K) YoY +3.01% (+$17.3K)
(cusip92189H748)✕	10.0K	QoQ +106.31% (+5.1K) YoY +7509.92% (+9.8K)	All Managers (Combined)	$526.8K	0.2% ($526.8K/$235.4M)	QoQ +106.58% (+$271.8K) YoY +7512.16% (+$519.8K)
AMEREN CORP(AEEcusip023608102)	4.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$415.5K	0.2% ($415.5K/$235.4M)	QoQ +12.63% (+$46.6K) YoY +35.74% (+$109.4K)
Meta Platforms, Inc.(METAcusip30303M102)	702	QoQ 0.00% (-0) YoY +4.46% (+30)	All Managers (Combined)	$404.6K	0.2% ($404.6K/$235.4M)	QoQ -1.56% (-$6.4K) YoY +23.99% (+$78.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$371.2K	0.2% ($371.2K/$235.4M)	QoQ +4.37% (+$15.6K) YoY +22.33% (+$67.8K)
(VNQcusip922908553)	3.9K	QoQ +19.27% (+623) YoY +70.16% (+1.6K)	All Managers (Combined)	$349.1K	0.1% ($349.1K/$235.4M)	QoQ +21.22% (+$61.1K) YoY +78.15% (+$153.2K)