Lowe Wealth Advisors, LLC Incresed Positions in Q4 2024

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
26
+ 24.07%
$485.52 - $625.25 $12.6K - $16.3K
134 $67K
ENB
Enbridge Inc

Energy
80
+ 48.78%
$40.4 - $43.92 $3.23K - $3.51K
244 $10K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 27.78%
$417.69 - $450.94 $4.18K - $4.51K
46 $19K
CAT
Caterpillar Inc

Industrials
16
+ 21.05%
$360.37 - $416.88 $5.77K - $6.67K
92 $33K
F
Ford Motor CO

Consumer Cyclical
545
+ 33.13%
$9.69 - $11.4 $5.28K - $6.21K
2.19K $21K
GLD
Spdr Gold Trust

ETFs
18
+ 60.0%
$236.59 - $257.5 $4.26K - $4.64K
48 $11K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 10.0%
$285.5 - $335.62 $5.71K - $6.71K
220 $63K
DOW
Dow Inc.

Basic Materials
71
+ 507.14%
$39.1 - $55.34 $2.78K - $3.93K
85 $3K
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.59%
N/A
2.54K $462K
ABBV
Abb Vie Inc.

Healthcare
25
+ 35.71%
$164.99 - $203.87 $4.12K - $5.1K
95 $16K
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 6.56%
$385.02 - $431.37 $6.55K - $7.33K
276 $107K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.59K
+ 200.0%
$22.4 - $68.28 $80.5K - $245K
5.39K $124K
SLF
Sun Life Financial Inc

Financial Services
2
+ 0.13%
$55.43 - $62.69 $111 - $125
1.54K $91K
CVX
Chevron Corp

Energy
20
+ 3.24%
$141.15 - $162.53 $2.82K - $3.25K
638 $92K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30
+ 2.25%
$61.68 - $67.87 $1.85K - $2.04K
1.36K $84K
DUK
Duke Energy Corp

Utilities
53
+ 13.87%
$105.76 - $120.76 $5.61K - $6.4K
435 $46K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7
+ 233.33%
$340.59 - $380.5 $2.38K - $2.66K
10 $3K
VLO
Valero Energy Corp

Energy
26
+ 16.77%
$118.59 - $144.02 $3.08K - $3.74K
181 $22K
BAC
Bank Of America Corp

Financial Services
8
+ 1.58%
$39.22 - $47.77 $314 - $382
513 $22K
XLE
Energy Sector Spdr

ETFs
592
+ 2.59%
$83.32 - $97.27 $49.3K - $57.6K
23.5K $2.01M
COP
Conocophillips

Energy
22
+ 22.0%
$95.12 - $114.72 $2.09K - $2.52K
122 $12K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 50.0%
$261.5 - $284.63 $1.31K - $1.42K
15 $3K
SMOT
Vaneck ETF Tr Morningstar Smid
5.05K
+ 37.75%
N/A
18.4K $0
Ge Vernova LLC Com
10
+ 10.99%
N/A
101 $0
Jpmorgn Hedgd Eqty Lad Ovrly ETF
675
+ 81.72%
N/A
1.5K $0
YEAR
Ab Active Etfs Inc Ultra Short
1.52K
+ 6.87%
N/A
23.7K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.42K
+ 200.0%
$27.54 - $83.04 $39K - $118K
2.12K $58K
PFE
Pfizer Inc

Healthcare
26
+ 14.86%
$24.8 - $30.19 $645 - $785
201 $5K
FNDB
Schwab Fundamental U S Broad M

ETFs
10
+ 200.0%
$23.07 - $70.32 $231 - $703
15 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
150
+ 200.0%
$26.93 - $84.95 $4.04K - $12.7K
225 $6K
T. Rowe Price Capital Apprec Eq ETF
628
+ 3.94%
N/A
16.6K $0
PEP
Pepsico Inc

Consumer Defensive
19
+ 7.36%
$151.29 - $176.1 $2.87K - $3.35K
277 $42K
AEP
American Electric Power CO Inc

Utilities
30
+ 5.87%
$90.91 - $102.21 $2.73K - $3.07K
541 $49K
CVS
Cvs Health Corp

Healthcare
12
+ 4.6%
$43.78 - $67.46 $525 - $810
273 $12K
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 2.89%
$87.44 - $102.5 $2.8K - $3.28K
1.14K $103K
EEM
Ishares Msci Emerging Markets

ETFs
102
+ 3.98%
$41.82 - $47.36 $4.27K - $4.83K
2.66K $111K
AMGN
Amgen Inc

Healthcare
19
+ 9.31%
$258.78 - $328.31 $4.92K - $6.24K
223 $58K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.33%
$143.34 - $165.86 $287 - $332
613 $88K
IAU
Ishares Gold Trust

ETFs
328
+ 0.2%
$48.37 - $52.65 $15.9K - $17.3K
168K $8.34M
HSY
Hershey CO

Consumer Defensive
1
+ 0.11%
$168.67 - $193.65 $169 - $194
935 $158K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
725
+ 4.31%
$47.66 - $51.84 $34.6K - $37.6K
17.6K $840K
XOM
Exxon Mobil Corp

Energy
59
+ 1.2%
$105.51 - $125.37 $6.23K - $7.4K
4.97K $534K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50
+ 0.03%
$50.37 - $50.6 $2.52K - $2.53K
199K $10M
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.01%
$73.97 - $84.09 $148 - $168
13.9K $1.06M
COPX
Global X Copper Miners ETF

ETFs
1.91K
+ 5.56%
$38.17 - $48.57 $72.9K - $92.8K
36.2K $1.38M
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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