Lowe Wealth Advisors, LLC Purchases in Q4 2024

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
21
+ 24.14%
$491.3 - $536.15 $10.3K - $11.3K
108 $56K
ARCC
Ares Capital Corp

Financial Services
529
+ 176.33%
$20.74 - $22.27 $11K - $11.8K
829 $18K
PRU
Prudential Financial Inc

Financial Services
127
+ 13.01%
$114.59 - $129.52 $14.6K - $16.4K
1.1K $130K
NFLX
Netflix Inc

Communication Services
10
+ 58.82%
$687.65 - $936.56 $6.88K - $9.37K
27 $24K
DVYE
Ishares Emerging Markets Divid

ETFs
2.1K
+ 13.91%
$25.42 - $29.74 $53.4K - $62.5K
17.2K $444K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
222
New
$50.53 - $55.55 $11.2K - $12.3K
222 $11K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 8.64%
$873.59 - $994.69 $6.12K - $6.96K
88 $80K
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
PG
Procter & Gamble CO

Consumer Defensive
50
+ 47.62%
$161.05 - $179.7 $8.05K - $8.99K
155 $25K
NEE
Nextera Energy Inc

Utilities
93
New
$69.77 - $85.43 $6.49K - $7.94K
93 $6K
JPEM
Jp Morgan Diversified Return

ETFs
117
New
$51.88 - $57.84 $6.07K - $6.77K
117 $6K
ABT
Abbott Laboratories

Healthcare
49
+ 35.51%
$111.93 - $119.39 $5.48K - $5.85K
187 $21K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
40
+ 3.71%
$125.5 - $148.67 $5.02K - $5.95K
1.12K $147K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$55.73 - $66.16 $5.57K - $6.62K
100 $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
LQD
Ishares Iboxx $ Investment Gra

ETFs
50
New
$106.56 - $113.11 $5.33K - $5.66K
50 $5K
UPS
United Parcel Service Inc

Industrials
41
+ 164.0%
$122.65 - $138.35 $5.03K - $5.67K
66 $8K
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
SCCO
Southern Copper Corp

Basic Materials
58
New
$91.13 - $117.95 $5.29K - $6.84K
58 $5K
SHW
Sherwin Williams CO

Basic Materials
15
New
$338.75 - $399.71 $5.08K - $6K
15 $5K
AVGO
Broadcom Inc.

Technology
10
+ 20.0%
$159.67 - $250.0 $1.6K - $2.5K
60 $13K
BKR
Baker Hughes CO

Energy
124
New
$35.98 - $44.88 $4.46K - $5.57K
124 $5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
28
New
$201.32 - $217.44 $5.64K - $6.09K
28 $5K
IWB
Ishares Tr Russell 1000 ETF

ETFs
16
New
$311.11 - $335.64 $4.98K - $5.37K
16 $5K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 27.78%
$417.69 - $450.94 $4.18K - $4.51K
46 $19K
GLD
Spdr Gold Trust

ETFs
18
+ 60.0%
$236.59 - $257.5 $4.26K - $4.64K
48 $11K
PNW
Pinnacle West Capital Corp

Utilities
50
New
$84.03 - $94.52 $4.2K - $4.73K
50 $4K
UNH
Unitedhealth Group Inc

Healthcare
26
+ 24.07%
$485.52 - $625.25 $12.6K - $16.3K
134 $67K
SCI
Service Corp International

Consumer Cyclical
53
New
$73.36 - $88.6 $3.89K - $4.7K
53 $4K
TWLO
Twilio Inc

Communication Services
46
New
$63.73 - $114.96 $2.93K - $5.29K
46 $4K
ES
Eversource Energy

Utilities
72
New
$55.9 - $67.73 $4.02K - $4.88K
72 $4K
EMN
Eastman Chemical CO

Basic Materials
44
New
$90.03 - $110.64 $3.96K - $4.87K
44 $4K
ENB
Enbridge Inc

Energy
80
+ 48.78%
$40.4 - $43.92 $3.23K - $3.51K
244 $10K
ITW
Illinois Tool Works Inc

Industrials
16
New
$253.56 - $278.5 $4.06K - $4.46K
16 $4K
CAT
Caterpillar Inc

Industrials
16
+ 21.05%
$360.37 - $416.88 $5.77K - $6.67K
92 $33K
KMI
Kinder Morgan, Inc.

Energy
177
New
$22.59 - $28.54 $4K - $5.05K
177 $4K
KHC
Kraft Heinz CO

Consumer Defensive
131
New
$30.1 - $36.02 $3.94K - $4.72K
131 $4K
LLY
Eli Lilly & CO

Healthcare
6
New
$727.2 - $932.06 $4.36K - $5.59K
6 $4K
FTNT
Fortinet, Inc.

Technology
49
New
$76.49 - $99.21 $3.75K - $4.86K
49 $4K
GOOGL
Alphabet Inc.

Communication Services
25
New
$161.86 - $196.66 $4.05K - $4.92K
25 $4K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 10.0%
$285.5 - $335.62 $5.71K - $6.71K
220 $63K
F
Ford Motor CO

Consumer Cyclical
545
+ 33.13%
$9.69 - $11.4 $5.28K - $6.21K
2.19K $21K
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 6.56%
$385.02 - $431.37 $6.55K - $7.33K
276 $107K
SRE
Sempra Energy

Utilities
44
New
$80.81 - $94.77 $3.56K - $4.17K
44 $3K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.59K
+ 200.0%
$22.4 - $68.28 $80.5K - $245K
5.39K $124K
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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