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

Page 3 of 19

Sort by:

46432F842

IEFA|46432F842

Shares:4.3K

Value:$325.0K

% of Portfolio:0.1% ($325.0K/$235.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:589

Value:$313.7K

% of Portfolio:0.1% ($313.7K/$235.4M)

78468R663

Shares:3.4K

Value:$310.1K

% of Portfolio:0.1% ($310.1K/$235.4M)

46429B663

Shares:2.5K

Value:$304.0K

% of Portfolio:0.1% ($304.0K/$235.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.4K

Value:$292.6K

% of Portfolio:0.1% ($292.6K/$235.4M)

PPL Corp

PPL|69351T106

Shares:8.0K

Value:$289.0K

% of Portfolio:0.1% ($289.0K/$235.4M)

808524805

SCHF|808524805

Shares:12.6K

Value:$248.3K

% of Portfolio:0.1% ($248.3K/$235.4M)

46434G103

IEMG|46434G103

Shares:4.5K

Value:$244.5K

% of Portfolio:0.1% ($244.5K/$235.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:980

Value:$243.7K

% of Portfolio:0.1% ($243.7K/$235.4M)

92189F643

Shares:2.5K

Value:$218.6K

% of Portfolio:0.1% ($218.6K/$235.4M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.4K

Value:$207.0K

% of Portfolio:0.1% ($207.0K/$235.4M)

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:6.2K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$235.4M)

922908769

VTI|922908769

Shares:702

Value:$192.9K

% of Portfolio:0.1% ($192.9K/$235.4M)

AMAZON COM INC

AMZN|023135106

Shares:975

Value:$185.5K

% of Portfolio:0.1% ($185.5K/$235.4M)

464287200

IVV|464287200

Shares:309

Value:$173.6K

% of Portfolio:0.1% ($173.6K/$235.4M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:2.0K

Value:$168.2K

% of Portfolio:0.1% ($168.2K/$235.4M)

78468R556

Shares:1.3K

Value:$165.4K

% of Portfolio:0.1% ($165.4K/$235.4M)

HERSHEY CO

HSY|427866108

Shares:936

Value:$160.1K

% of Portfolio:0.1% ($160.1K/$235.4M)

922908736

VUG|922908736

Shares:429

Value:$159.1K

% of Portfolio:0.1% ($159.1K/$235.4M)

921946810

VIGI|921946810

Shares:1.9K

Value:$155.6K

% of Portfolio:0.1% ($155.6K/$235.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IEFAcusip46432F842)	4.3K	QoQ -0.46% (-20) YoY -21.25% (-1.2K)	All Managers (Combined)	$325.0K	0.1% ($325.0K/$235.4M)	QoQ +7.14% (-$21.7K) YoY -19.74% (-$79.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	589	QoQ +45.43% (+184) YoY +390.83% (+469)	All Managers (Combined)	$313.7K	0.1% ($313.7K/$235.4M)	QoQ +70.87% (+$130.1K) YoY +521.63% (+$263.2K)
(cusip78468R663)✕	3.4K	QoQ +27.48% (+729) YoY +789.73% (+3.0K)	All Managers (Combined)	$310.1K	0.1% ($310.1K/$235.4M)	QoQ +27.90% (+$67.7K) YoY +789.05% (+$275.3K)
(cusip46429B663)✕	2.5K	QoQ 0.00% (+0) YoY -5.42% (-144)	All Managers (Combined)	$304.0K	0.1% ($304.0K/$235.4M)	QoQ +7.89% (+$22.2K) YoY +3.93% (-$11.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$292.6K	0.1% ($292.6K/$235.4M)	QoQ +0.81% (+$2.4K) YoY +20.09% (+$49.0K)
PPL Corp(PPLcusip69351T106)	8.0K	QoQ +3.73% (+288) YoY -1.05% (-85)	All Managers (Combined)	$289.0K	0.1% ($289.0K/$235.4M)	QoQ +15.39% (+$38.6K) YoY +29.78% (-$66.3K)
(SCHFcusip808524805)	12.6K	QoQ 0.00% (+0) YoY +359.48% (+9.8K)	All Managers (Combined)	$248.3K	0.1% ($248.3K/$235.4M)	QoQ +6.91% (+$16.1K) YoY +132.91% (+$141.7K)
(IEMGcusip46434G103)	4.5K	QoQ 0.00% (+0) YoY -27.22% (-1.7K)	All Managers (Combined)	$244.5K	0.1% ($244.5K/$235.4M)	QoQ +3.35% (+$7.9K) YoY -23.88% (-$76.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	980	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.7K	0.1% ($243.7K/$235.4M)	QoQ +13.11% (+$28.3K) YoY +30.21% (+$56.5K)
(cusip92189F643)✕	2.5K	QoQ 0.00% (-0) YoY +18.85% (+394)	All Managers (Combined)	$218.6K	0.1% ($218.6K/$235.4M)	QoQ -5.09% (-$11.7K) YoY +16.33% (+$30.7K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.4K	QoQ 0.00% (+0) YoY -1.04% (-15)	All Managers (Combined)	$207.0K	0.1% ($207.0K/$235.4M)	QoQ +4.43% (+$8.8K) YoY -28.45% (-$82.3K)
REAVES UTILITY INCOME FUND(UTGcusip756158101)	6.2K	QoQ -6.10% (-400) YoY -24.07% (-1.9K)	All Managers (Combined)	$200.1K	0.1% ($200.1K/$235.4M)	QoQ -3.58% (-$7.4K) YoY -8.35% (-$18.3K)
(VTIcusip922908769)	702	QoQ 0.00% (-0) YoY +29.52% (+160)	All Managers (Combined)	$192.9K	0.1% ($192.9K/$235.4M)	QoQ -5.16% (-$10.5K) YoY +36.96% (+$52.1K)
AMAZON COM INC(AMZNcusip023135106)	975	QoQ -15.43% (-178) YoY +14.03% (+120)	All Managers (Combined)	$185.5K	0.1% ($185.5K/$235.4M)	QoQ -26.66% (-$67.5K) YoY +20.28% (+$31.3K)
(IVVcusip464287200)	309	QoQ -1.59% (-5) YoY +243.33% (+219)	All Managers (Combined)	$173.6K	0.1% ($173.6K/$235.4M)	QoQ -6.06% (-$11.2K) YoY +266.95% (+$126.3K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$168.2K	0.1% ($168.2K/$235.4M)	QoQ -2.59% (-$4.5K) YoY +23.24% (+$31.7K)
(cusip78468R556)✕	1.3K	QoQ +12.44% (+139) YoY -7.98% (-109)	All Managers (Combined)	$165.4K	0.1% ($165.4K/$235.4M)	QoQ +11.88% (+$17.6K) YoY -21.77% (-$46.1K)
HERSHEY CO(HSYcusip427866108)	936	QoQ +0.10% (+1) YoY +0.32% (-3)	All Managers (Combined)	$160.1K	0.1% ($160.1K/$235.4M)	QoQ +1.07% (+$1.7K) YoY -11.79% (-$21.4K)
(VUGcusip922908736)	429	QoQ 0.00% (-0) YoY +4.37% (+18)	All Managers (Combined)	$159.1K	0.1% ($159.1K/$235.4M)	QoQ -9.65% (-$17.0K) YoY +12.45% (+$17.6K)
(VIGIcusip921946810)	1.9K	QoQ +53.14% (+651) YoY NEW(+1.9K)	All Managers (Combined)	$155.6K	0.1% ($155.6K/$235.4M)	QoQ +58.78% (+$57.6K) YoY NEW(+$155.6K)