Lowe Wealth Advisors 13F annual report
Lowe Wealth Advisors is an investment fund managing more than $196 billion ran by Greg Lowe. There are currently 313 companies in Mr. Lowe’s portfolio. The largest investments include Spdr Sp 500 Etf and Ishares Tr Msci Usa Minvolatility, together worth $92.1 billion.
Limited to 30 biggest holdings
$196 billion Assets Under Management (AUM)
As of 2nd July 2024, Lowe Wealth Advisors’s top holding is 133,424 shares of Spdr Sp 500 Etf currently worth over $72.6 billion and making up 37.1% of the portfolio value.
In addition, the fund holds 231,723 shares of Ishares Tr Msci Usa Minvolatility worth $19.5 billion.
The third-largest holding is Vanguard Short-term Corporate Bond Etf worth $11.5 billion and the next is Jpmorgan Ultra-short Income Etf worth $10.2 billion, with 203,025 shares owned.
Currently, Lowe Wealth Advisors's portfolio is worth at least $196 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lowe Wealth Advisors
The Lowe Wealth Advisors office and employees reside in Columbia, Maryland. According to the last 13-F report filed with the SEC, Greg Lowe serves as the Chief Compliance Officer at Lowe Wealth Advisors.
Recent trades
In the most recent 13F filing, Lowe Wealth Advisors revealed that it had opened a new position in
Spdr Portfolio Short Term Treasury Etf and bought 293,057 shares worth $8.46 billion.
The investment fund also strengthened its position in Horizon Kinetics Inflation Bnfcrs Etf by buying
28,955 additional shares.
This makes their stake in Horizon Kinetics Inflation Bnfcrs Etf total 222,824 shares worth $7.28 billion.
On the other hand, there are companies that Lowe Wealth Advisors is getting rid of from its portfolio.
Lowe Wealth Advisors closed its position in Kraneshares Global Carbon Etf on 9th July 2024.
It sold the previously owned 17,040 shares for $621 million.
Greg Lowe also disclosed a decreased stake in Spdr Sp 500 Etf by approximately 0.1%.
This leaves the value of the investment at $72.6 billion and 133,424 shares.
One of the smallest hedge funds
The two most similar investment funds to Lowe Wealth Advisors are Verger Capital Management and Anfield Capital Management. They manage $196 billion and $196 billion respectively.
Greg Lowe investment strategy
Lowe Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 4.2% of
the total portfolio value.
The fund focuses on investments in the United States as
32.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
27% of the total holdings value.
On the other hand, small-cap stocks make up only 4.5% of the portfolio.
The average market cap of the portfolio companies is close to $107 billion.
The complete list of Lowe Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Sp 500 Etf |
6.10%
133,424
|
$72,611,804,000 | 37.09% |
| Ishares Tr Msci Usa Minvolatility |
14.36%
231,723
|
$19,455,503,000 | 9.94% |
| Vanguard Short-term Corporate Bond Etf |
4.82%
149,448
|
$11,548,627,000 | 5.90% |
| Jpmorgan Ultra-short Income Etf |
0.60%
203,025
|
$10,246,682,000 | 5.23% |
| Pimco Enhanced Short Maturity Etf |
11.37%
87,007
|
$8,757,242,000 | 4.47% |
| Spdr Portfolio Short Term Treasury Etf |
Opened
293,057
|
$8,460,557,000 | 4.32% |
| Ishares Gold Trust |
38.13%
166,966
|
$7,334,816,000 | 3.75% |
| Horizon Kinetics Inflation Bnfcrs Etf |
14.94%
222,824
|
$7,281,885,000 | 3.72% |
| JPMorgan Equity Premium Income |
44.81%
97,577
|
$5,530,676,000 | 2.83% |
| Ishares Dj Us Total Market Index |
6.40%
35,581
|
$4,707,786,000 | 2.40% |
| Vanguard High Dividend Yield Etf |
27.37%
24,540
|
$2,910,385,000 | 1.49% |
| Proshares Sp 500 Dividend Aristocrats |
1,005.14%
23,208
|
$2,230,993,000 | 1.14% |
| Energy Select Sector Spdra |
54.08%
23,382
|
$2,131,238,000 | 1.09% |
| Spdr Sp Midcap 400 |
2.52%
3,819
|
$2,043,460,000 | 1.04% |
| Market Vectors Gold Miners Etf |
2,911.80%
45,177
|
$1,532,856,000 | 0.78% |
| Global X Copper Miners Etf |
217.41%
33,074
|
$1,491,989,000 | 0.76% |
| Ishares Russell 3000 |
6.67%
4,616
|
$1,424,821,000 | 0.73% |
| Microsoft Corporation |
7.40%
2,689
|
$1,201,972,000 | 0.61% |
| VanEck Vectors Semiconductor ETF |
61.38%
4,220
|
$1,100,154,000 | 0.56% |
| Ab Ultra Short Income Etf |
Opened
21,380
|
$1,080,011,000 | 0.55% |
| JPMorgan Short Duration Core Plus ETF |
51.01%
22,538
|
$1,045,502,000 | 0.53% |
| Mccormick Company Inc |
2.20%
13,912
|
$986,945,000 | 0.50% |
| Wisdomtree India Earnings Etf |
1.21%
19,328
|
$933,156,000 | 0.48% |
| Invesco Ftse Rafi Emerging Markets Etf |
79.01%
43,232
|
$875,448,000 | 0.45% |
| Pacer Us Small Cap Cash Cows 100 Etf |
Opened
19,640
|
$855,497,000 | 0.44% |
| Invesco Ftse Rafi Dev Mkts Ex-us Etf |
589.45%
16,409
|
$798,790,000 | 0.41% |
| Apple Inc |
25.64%
3,474
|
$731,773,000 | 0.37% |
| Pacer Us Cash Cows 100 Etf |
Opened
13,217
|
$720,194,000 | 0.37% |
| Ishares Msci Brazil Etf |
Opened
23,096
|
$631,214,000 | 0.32% |
| Kraneshares Global Carbon Etf |
Closed
17,040
|
$621,449,000 | |
| Exxon Mobil Corp. |
14.20%
4,913
|
$565,585,000 | 0.29% |
| Vanguard Dividend Apprec Idx Etf |
Opened
2,525
|
$460,939,000 | 0.24% |
| T. Rowe Price Capital Apprec Eq Etf |
Opened
12,530
|
$393,567,000 | 0.20% |
| Ishares Emerging Markets Dividend Etf |
Opened
14,322
|
$389,272,000 | 0.20% |
| Facebook Inc |
1.32%
691
|
$348,416,000 | 0.18% |
| Ishares Core Msci Eafe |
55.68%
4,707
|
$341,916,000 | 0.17% |
| Vaneck Morningstar Smid Moat Etf |
Opened
10,164
|
$324,841,000 | 0.17% |
| Ishares Core Msci Emerging Markets |
32.09%
5,865
|
$313,953,000 | 0.16% |
| Ameren Corp. |
No change
4,138
|
$294,253,000 | 0.15% |
| Automatic Data Processing Inc. |
No change
1,215
|
$290,008,000 | 0.15% |
| Ishares High Dividend |
14.13%
2,535
|
$275,555,000 | 0.14% |
| Mccormick Company Inc |
Closed
3,300
|
$271,161,000 | |
| TJX Companies, Inc. |
Opened
2,402
|
$264,460,000 | 0.14% |
| Marathon Petroleum Corp |
45.11%
1,436
|
$249,117,000 | 0.13% |
| PPL Corp |
2.80%
8,089
|
$223,661,000 | 0.11% |
| Vanguard Reit Etf |
81.59%
2,552
|
$213,756,000 | 0.11% |
| Reaves Utility Income |
5.49%
7,750
|
$211,730,000 | 0.11% |
| Amazon.com Inc. |
28.24%
915
|
$176,824,000 | 0.09% |
| Hershey Company |
0.43%
934
|
$171,640,000 | 0.09% |
| International Business Machines Corp. |
4.85%
980
|
$169,491,000 | 0.09% |
| Ishares Msci Kld 400 Social Etf |
60.95%
1,588
|
$164,914,000 | 0.08% |
| Vanguard Growth Etf |
43.63%
429
|
$160,450,000 | 0.08% |
| Badger Meter Inc. |
46.25%
860
|
$160,261,000 | 0.08% |
| Vaneck Morningstar Wide Moat Etf |
Opened
1,840
|
$159,362,000 | 0.08% |
| Spdr Sp Oil Gas Exploration Production Etf |
82.54%
1,077
|
$156,671,000 | 0.08% |
| Ishares Sp 500 Growth |
No change
1,648
|
$152,506,000 | 0.08% |
| Quadratic Intrst Rt Vol Infl H Etf |
68.28%
8,200
|
$151,782,000 | 0.08% |
| Public Service Enterprise Group Inc. |
Opened
2,044
|
$150,643,000 | 0.08% |
| Vanguard Total Stock Market Etf |
63.99%
542
|
$144,990,000 | 0.07% |
| Ishares 0-5 Year High Yield Corp Bd Etf |
300.74%
3,258
|
$137,467,000 | 0.07% |
| Ishares Core Msci Pacific Etf |
No change
2,175
|
$133,154,000 | 0.07% |
| iShares ESG MSCI USA ETF |
41.10%
1,075
|
$128,269,000 | 0.07% |
| Coca-Cola Co |
1.23%
2,013
|
$128,127,000 | 0.07% |
| Visa Inc |
15.50%
458
|
$120,207,000 | 0.06% |
| Spdr Wells Fargo Preferred Stock Etf |
56.17%
3,538
|
$120,044,000 | 0.06% |
| Utilities Spdr Etf |
73.16%
1,735
|
$118,223,000 | 0.06% |
| Schwab Us Large-cap Etf |
17.92%
1,796
|
$115,393,000 | 0.06% |
| Prudential Financial Inc. |
15.57%
976
|
$114,377,000 | 0.06% |
| Ishares Core Sp Small-cap |
188.58%
1,036
|
$110,500,000 | 0.06% |
| Ishares Msci Emerging Markets |
70.39%
2,561
|
$109,073,000 | 0.06% |
| Proshares Short Sp500 |
96.39%
9,440
|
$107,710,000 | 0.06% |
| Ishares Msci Mexico Etf |
Opened
1,848
|
$104,615,000 | 0.05% |
| Ishares Ibonds Dec 2025 Term Tr Etf |
Opened
4,429
|
$102,841,000 | 0.05% |
| Vanguard Intl Hi Div Yld Idx Etf |
Opened
1,495
|
$102,452,000 | 0.05% |
| Ishares Aaa - A Rated Corporate Bond Etf |
92.37%
2,185
|
$102,389,000 | 0.05% |
| Ishares Ibonds Dec 2026 Term Tr Etf |
Opened
4,402
|
$99,726,000 | 0.05% |
| Vanguard Intl Div Apprec Etf |
Opened
1,225
|
$99,568,000 | 0.05% |
| Sanofi |
Closed
2,000
|
$96,860,000 | |
| Broadridge Financial Solutions, Inc. |
No change
491
|
$96,727,000 | 0.05% |
| Chevron Corp. |
16.26%
618
|
$96,668,000 | 0.05% |
| Intercontinental Exchange Inc |
Closed
925
|
$94,896,000 | |
| Johnson And Johnson |
43.03%
646
|
$94,403,000 | 0.05% |
| T. Rowe Price Group Inc |
Closed
860
|
$93,792,000 | |
| Linkbancorp Ord |
Opened
14,814
|
$90,662,000 | 0.05% |
| Starbucks Corp. |
1.28%
1,153
|
$89,761,000 | 0.05% |
| Home Depot, Inc. |
3.72%
259
|
$89,044,000 | 0.05% |
| Sprott Physical Gold And Silver Trust |
33.33%
4,000
|
$88,200,000 | 0.05% |
| Lockheed Martin Corp. |
50.40%
187
|
$87,348,000 | 0.04% |
| Ishares Msci Acwi Ex Us Etf |
42.67%
1,638
|
$87,027,000 | 0.04% |
| Wisdomtree Us Dividend Ex-financials Etf |
42.16%
863
|
$86,127,000 | 0.04% |
| Verizon Communications Inc |
91.40%
2,077
|
$85,655,000 | 0.04% |
| iShares 1-3 Year Treasury Bond ETF |
23.33%
1,035
|
$84,508,000 | 0.04% |
| Schwab International Equity Etf |
169.27%
2,138
|
$82,142,000 | 0.04% |
| Spdr Msci Acwi Ex-us Etf |
Opened
2,864
|
$81,080,000 | 0.04% |
| iShares Select Dividend ETF |
13.04%
667
|
$80,694,000 | 0.04% |
| Taiwan Semiconductor Manufacturing Co Ltd |
No change
452
|
$78,562,000 | 0.04% |
| Ishares Core Sp Mid-cap |
9,407.14%
1,331
|
$77,890,000 | 0.04% |
| Abbvie Inc |
Closed
475
|
$76,765,000 | |
| Live Nation Entertainment Inc |
2.00%
816
|
$76,492,000 | 0.04% |
| Sun Life Financial, Inc. |
0.79%
1,535
|
$75,220,000 | 0.04% |
| Vanguard Large-cap Etf |
Opened
300
|
$74,886,000 | 0.04% |
| General Mills, Inc. |
No change
1,117
|
$70,661,000 | 0.04% |
| Ishares International Dividend Gr Etf |
Opened
1,039
|
$70,029,000 | 0.04% |
| Spdr Blmbg Barclays 1-3 Mth T-bill Etf |
96.06%
758
|
$69,569,000 | 0.04% |
| Costco Wholesale Corp |
46.71%
81
|
$68,849,000 | 0.04% |
| Rockwell Automation Inc |
No change
248
|
$68,269,000 | 0.03% |
| Ishares International Select Dividend |
19.67%
2,410
|
$66,685,000 | 0.03% |
| Vanguard Value Etf |
No change
412
|
$66,089,000 | 0.03% |
| Merck Co. Inc. |
55.14%
532
|
$65,862,000 | 0.03% |
| Garmin Ltd |
No change
400
|
$65,168,000 | 0.03% |
| Freeport-mcmoran Copper Gold |
57.90%
1,330
|
$64,638,000 | 0.03% |
| Disney Walt Company |
32.71%
646
|
$64,141,000 | 0.03% |
| AMGEN Inc. |
8.11%
204
|
$63,740,000 | 0.03% |
| KT Corporation |
Closed
4,700
|
$63,450,000 | |
| The St. Joe Co |
669.33%
1,154
|
$63,124,000 | 0.03% |
| Newmont Mining Corp |
49.75%
1,490
|
$62,386,000 | 0.03% |
| Ishares Sp 100 Index Fund Cboe |
65.85%
224
|
$59,203,000 | 0.03% |
| Dimensional Us High Profitability Etf |
Opened
1,781
|
$56,974,000 | 0.03% |
| Ishares Silver Trust |
65.04%
2,116
|
$56,222,000 | 0.03% |
| Intel Corp. |
12.56%
1,792
|
$55,491,000 | 0.03% |
| Schwab Us Mid-cap Etf |
Opened
708
|
$55,104,000 | 0.03% |
| Alphabet Inc C |
34.78%
300
|
$55,026,000 | 0.03% |
| Unitedhealth Group Inc |
53.45%
108
|
$54,746,000 | 0.03% |
| Vanguard Emerging Markets Stock Idx Etf |
Opened
1,188
|
$51,987,000 | 0.03% |
| Air Products Chemicals Inc |
No change
200
|
$51,610,000 | 0.03% |
| Wal-mart Stores Inc |
119.16%
732
|
$49,547,000 | 0.03% |
| Ishares Core Sp 500 |
6.25%
90
|
$49,251,000 | 0.03% |
| Berkshire Hathaway Inc. |
No change
120
|
$48,816,000 | 0.02% |
| Ishares Russell Mid-cap |
33.33%
600
|
$48,648,000 | 0.02% |
| Ishares Jpmorgan Usd Emerg Markets Bond |
Opened
544
|
$48,133,000 | 0.02% |
| PNC Financial Services Group Inc |
28.37%
308
|
$47,888,000 | 0.02% |
| Prologis Inc |
No change
423
|
$47,507,000 | 0.02% |
| Invesco Russell 1000 Dynamic Mltfct Etf |
Opened
900
|
$47,241,000 | 0.02% |
| Spdr Sp 500 Growth |
1.69%
581
|
$46,556,000 | 0.02% |
| Tri-Continental Corp. |
Opened
1,500
|
$46,455,000 | 0.02% |
| Invesco Sp 500 Revenue Etf |
Opened
500
|
$46,310,000 | 0.02% |
| Golar Lng |
Opened
1,441
|
$45,175,000 | 0.02% |
| American Electric Power Company Inc. |
No change
511
|
$44,835,000 | 0.02% |
| Vale Sa |
Opened
3,995
|
$44,624,000 | 0.02% |
| Yamana Gold Inc. |
Closed
8,000
|
$44,400,000 | |
| Dnp Select Income Common |
No change
5,294
|
$43,517,000 | 0.02% |
| Ishares Core Us Reit Etf |
20.04%
798
|
$42,741,000 | 0.02% |
| Ameriprise Financial Inc |
40.12%
100
|
$42,719,000 | 0.02% |
| Pepsico Inc |
No change
258
|
$42,552,000 | 0.02% |
| Vanguard Ftse All-wld Ex-us Etf |
Opened
712
|
$41,752,000 | 0.02% |
| Tesla Mtrs Inc |
33.33%
206
|
$40,763,000 | 0.02% |
| Boeing Co. |
Opened
223
|
$40,588,000 | 0.02% |
| Synopsys, Inc. |
35.00%
65
|
$38,679,000 | 0.02% |
| Mcdonald S Corp |
33.04%
150
|
$38,226,000 | 0.02% |
| Stryker Corp. |
No change
110
|
$37,428,000 | 0.02% |
| Ishares Msci Global Gold Miners |
Closed
1,663
|
$37,135,000 | |
| Main Street Capital Corporation |
No change
700
|
$35,343,000 | 0.02% |
| Xcel Energy Inc. |
No change
658
|
$35,144,000 | 0.02% |
| Northrop Grumman Corp. |
2.63%
78
|
$34,004,000 | 0.02% |
| Spdr Sp Global Infrastructure Etf |
Opened
621
|
$33,938,000 | 0.02% |
| Dollar General Corp. |
380.00%
240
|
$31,735,000 | 0.02% |
| Jpmorgan Chase Co |
No change
150
|
$30,339,000 | 0.02% |
| Duke Energy Corp. |
No change
299
|
$29,969,000 | 0.02% |
| Vanguard Sp Mid-cap 400 Etf |
Opened
288
|
$28,544,000 | 0.01% |
| Oracle Corp. |
No change
200
|
$28,240,000 | 0.01% |
| Att Inc |
53.41%
1,477
|
$28,225,000 | 0.01% |
| Ishares Esg Aware Msci Eafe Etf |
65.00%
350
|
$27,573,000 | 0.01% |
| Jpmorgn Hedgd Eqty Lad Ovrly Etf |
Opened
454
|
$26,586,000 | 0.01% |
| Technology Select Sector Spdra |
152.17%
116
|
$26,243,000 | 0.01% |
| Ishares Us Preferred Stock |
Closed
850
|
$25,951,000 | |
| Caterpillar Inc. |
No change
76
|
$25,316,000 | 0.01% |
| NVIDIA Corp |
700.00%
200
|
$24,708,000 | 0.01% |
| Valero Energy Corp. |
No change
155
|
$24,298,000 | 0.01% |
| Raytheon Technologies Ord |
43.69%
241
|
$24,194,000 | 0.01% |
| Global X Internet of Things ETF |
Closed
809
|
$23,388,000 | |
| Honda Motor Co Ltd |
Opened
718
|
$23,148,000 | 0.01% |
| Ishares Msci Singapore Etf |
Closed
1,200
|
$22,572,000 | |
| Mastercard Incorporated |
No change
50
|
$22,058,000 | 0.01% |
| Hr Block Inc |
No change
406
|
$22,017,000 | 0.01% |
| Hilton Worldwide Holdings Inc |
60.78%
100
|
$21,820,000 | 0.01% |
| Waste Management, Inc. |
No change
102
|
$21,761,000 | 0.01% |
| Schwab Us Small-cap Etf |
Closed
520
|
$21,065,000 | |
| Ishares Sp 500 Value Etf |
Closed
145
|
$21,035,000 | |
| Spdr Sp Aerospace Defense Etf |
92.27%
150
|
$20,997,000 | 0.01% |
| MetLife, Inc. |
1,030.77%
294
|
$20,636,000 | 0.01% |
| Ford Motor Co. |
25.06%
1,645
|
$20,628,000 | 0.01% |
| Oneok Inc. |
No change
251
|
$20,469,000 | 0.01% |
| Ishares Core Sp Total Us Stock Mkt |
6.83%
172
|
$20,430,000 | 0.01% |
| Schwab Us Tips Etf |
Closed
389
|
$20,146,000 | |
| Bank of America Corporation |
41.95%
505
|
$20,084,000 | 0.01% |
| Wisdomtree Japan Hedged Equity |
12.50%
175
|
$19,744,000 | 0.01% |
| Archer Daniels Midland Co. |
Closed
211
|
$19,591,000 | |
| Pure Storage Inc |
47.83%
300
|
$19,263,000 | 0.01% |
| Lexington Realty Trust |
Closed
400
|
$19,000,000 | |
| Invesco Financial Preferred Etf |
Closed
1,300
|
$18,720,000 | |
| Spdr Sp 600 Small Cap Growth Etf |
Opened
214
|
$18,374,000 | 0.01% |
| Cohen Steers Infrastructure Common |
No change
808
|
$18,164,000 | 0.01% |
| BP plc |
48.77%
500
|
$18,050,000 | 0.01% |
| Vanguard Short-term Infl-prot Secs Etf |
Opened
369
|
$17,911,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
38.46%
32
|
$17,696,000 | 0.01% |
| Cvs Caremark Corporation |
51.47%
297
|
$17,539,000 | 0.01% |
| Enterprise Products Partners Lp |
Opened
600
|
$17,388,000 | 0.01% |
| Guggenheim Sp 500 Pure Growth Etf |
400.00%
465
|
$17,326,000 | 0.01% |
| Procter Gamble Co |
No change
105
|
$17,317,000 | 0.01% |
| Spdr Sp Dividend Etf |
37.04%
136
|
$17,296,000 | 0.01% |
| Powershares Ftse Rafi Us 1000 Etf |
400.00%
450
|
$17,078,000 | 0.01% |
| First Trust Health Care Alphadex |
No change
161
|
$16,828,000 | 0.01% |
| Ishares Russell Midcap Growth Etf |
No change
150
|
$16,553,000 | 0.01% |
| Leggett Platt Inc |
Closed
500
|
$16,115,000 | |
| Amerisourcebergen Corp |
Closed
97
|
$16,074,000 | |
| Qualcomm, Inc. |
No change
80
|
$15,934,000 | 0.01% |
| Alphabet Inc A |
Closed
180
|
$15,881,000 | |
| Paramount Global Class B |
No change
1,524
|
$15,834,000 | 0.01% |
| Flahcrum Total Return |
Closed
1,000
|
$15,790,000 | |
| Dell Inc |
38.38%
114
|
$15,722,000 | 0.01% |
| Moderna Inc |
20.25%
130
|
$15,438,000 | 0.01% |
| Chipotle Mexican Grill |
Closed
11
|
$15,262,000 | |
| Vanguard Interm-term Corp Bd Etf |
Closed
196
|
$15,192,000 | |
| Ishares Us Home Construction |
Closed
250
|
$15,151,000 | |
| Spdr Sp Global Natural Resources Etf |
97.94%
270
|
$15,080,000 | 0.01% |
| Quanta Services, Inc. |
66.67%
58
|
$14,737,000 | 0.01% |
| Nuveen Quality Muni Income Fund |
No change
1,233
|
$14,475,000 | 0.01% |
| Abbott Laboratories |
35.81%
138
|
$14,340,000 | 0.01% |
| Spdr Dow Jones Industrial Average |
No change
36
|
$14,081,000 | 0.01% |
| Market Vectors Agribusiness Etf |
49.37%
200
|
$14,024,000 | 0.01% |
| Ishares Msci Emrgmkts Minvolatility |
No change
245
|
$14,016,000 | 0.01% |
| Churchill Downs, Inc. |
100.00%
100
|
$13,960,000 | 0.01% |
| Ishares Us Real Estate |
No change
158
|
$13,863,000 | 0.01% |
| Ishares Core Us Aggregate Bond |
17.44%
142
|
$13,784,000 | 0.01% |
| Materials Select Sector Spdra |
59.24%
150
|
$13,247,000 | 0.01% |
| CSX Corp. |
25.00%
396
|
$13,246,000 | 0.01% |
| Square Inc A |
29.82%
200
|
$12,898,000 | 0.01% |
| General Electric Company |
No change
80
|
$12,718,000 | 0.01% |
| Occidental Petroleum Corp. |
Opened
200
|
$12,606,000 | 0.01% |
| Deere Co |
Closed
29
|
$12,434,000 | |
| Ishares Semiconductor Etf |
Opened
50
|
$12,332,000 | 0.01% |
| Devon Energy Corp. |
62.50%
258
|
$12,229,000 | 0.01% |
| Industrial Select Sector Spdra |
50.00%
100
|
$12,187,000 | 0.01% |
| Exelon Corp. |
60.34%
345
|
$11,934,000 | 0.01% |
| Ishares Russell 2000 Value |
Closed
85
|
$11,787,000 | |
| Applied Materials Inc. |
Closed
120
|
$11,686,000 | |
| Stericycle Inc. |
No change
200
|
$11,626,000 | 0.01% |
| Netflix Inc. |
54.05%
17
|
$11,473,000 | 0.01% |
| Conocophillips |
14.53%
100
|
$11,438,000 | 0.01% |
| Union Pacific Corp. |
No change
50
|
$11,313,000 | 0.01% |
| Ball Corp. |
Closed
220
|
$11,251,000 | |
| Agnico Eagle Mines Ltd |
Opened
172
|
$11,249,000 | 0.01% |
| Nokia Oyj |
No change
2,946
|
$11,136,000 | 0.01% |
| Health Care Select Sector Spdr |
97.97%
75
|
$10,931,000 | 0.01% |
| Firstenergy Corp. |
No change
285
|
$10,907,000 | 0.01% |
| Blackrock Muniyield |
No change
1,005
|
$10,904,000 | 0.01% |
| Ipath Dj-ubs Commodity Index Tr Etn |
Closed
310
|
$10,450,000 | |
| Schwab Fundamental Us Large Company Etf |
Closed
195
|
$10,421,000 | |
| Ishares Barclay 20 Plus Year Treas Bond |
Closed
100
|
$9,956,000 | |
| Vmware Inc. |
Closed
81
|
$9,944,000 | |
| Cisco Systems, Inc. |
32.47%
208
|
$9,882,000 | 0.01% |
| Cme Group Inc/il |
71.43%
50
|
$9,830,000 | 0.01% |
| Colgate-Palmolive Co. |
56.33%
100
|
$9,704,000 | 0.00% |
| iShares Morningstar Small-Cap Growth ETF |
No change
210
|
$9,551,000 | 0.00% |
| Pan American Silver Corp |
Opened
479
|
$9,523,000 | 0.00% |
| Paychex Inc. |
No change
80
|
$9,485,000 | 0.00% |
| Domino S Pizza Inc |
Closed
27
|
$9,353,000 | |
| Spdr Sp Emerging Asia Pacific Etf |
Opened
83
|
$9,246,000 | 0.00% |
| Comcast Corp |
50.00%
234
|
$9,163,000 | 0.00% |
| Vanguard European Stock Index Etf |
Closed
165
|
$9,148,000 | |
| Ishares Russell 2000 |
71.52%
45
|
$9,130,000 | 0.00% |
| Goldman Sachs Group, Inc. |
Closed
25
|
$8,585,000 | |
| Morgan Stanley |
Closed
100
|
$8,502,000 | |
| Market Vectors Junior Gold Miners Etf |
33.33%
200
|
$8,424,000 | 0.00% |
| Invesco Solar Etf |
Closed
115
|
$8,388,000 | |
| Kimberly-Clark Corp. |
45.95%
60
|
$8,292,000 | 0.00% |
| Avago Technologies Ltd |
83.87%
5
|
$8,028,000 | 0.00% |
| Accenture plc |
Closed
30
|
$8,005,000 | |
| Booz Allen Hamilton Holding Corp |
No change
51
|
$7,849,000 | 0.00% |
| Astrazeneca Plc -spons Adr |
No change
100
|
$7,799,000 | 0.00% |
| Lowes Companies Incorporated |
No change
35
|
$7,757,000 | 0.00% |
| Vanguard Global Ex-us Real Estate Etf |
Closed
183
|
$7,565,000 | |
| Enphase Energy Inc |
34.78%
75
|
$7,478,000 | 0.00% |
| Consumer Staples Select Sector Spdra |
Closed
100
|
$7,455,000 | |
| Financial Select Sector Spdr |
No change
180
|
$7,400,000 | 0.00% |
| Nike, Inc. |
Closed
62
|
$7,247,000 | |
| Align Technology, Inc. |
No change
30
|
$7,243,000 | 0.00% |
| Store Capital Corp |
Closed
225
|
$7,214,000 | |
| Becton Dickinson Co |
50.00%
30
|
$7,011,000 | 0.00% |
| Schwab Fundamental Emerg Mkts Lg Co Etf |
Closed
281
|
$6,963,000 | |
| Vaneck Clo Etf |
Opened
131
|
$6,935,000 | 0.00% |
| Cardinal Health, Inc. |
No change
70
|
$6,882,000 | 0.00% |
| Range Resources Corp |
No change
204
|
$6,840,000 | 0.00% |
| Schwab Us Aggregate Bond Etf |
Closed
149
|
$6,802,000 | |
| Cameco Corp. |
Closed
300
|
$6,801,000 | |
| Invitation Homes Inc |
Closed
225
|
$6,669,000 | |
| Schwab Fundamental Intl Lg Co Etf |
Closed
227
|
$6,599,000 | |
| 3M Co. |
Closed
55
|
$6,596,000 | |
| Advanced Micro Devices Inc. |
Closed
100
|
$6,477,000 | |
| Spdr Gold Shares |
31.82%
30
|
$6,450,000 | 0.00% |
| Ishares Sp Small-cap 600 Growth |
No change
50
|
$6,422,000 | 0.00% |
| Schwab Fundamental Us Small Company Etf |
Closed
131
|
$6,120,000 | |
| Ishares Msci Eafe |
75.00%
77
|
$6,031,000 | 0.00% |
| Pentair plc |
No change
77
|
$5,904,000 | 0.00% |
| Schwab Us Dividend Equity Etf |
Opened
75
|
$5,832,000 | 0.00% |
| Guggenheim Sp 500a Equal Weight |
58.82%
35
|
$5,750,000 | 0.00% |
| Ishares Core Msci Total Intl Stk |
No change
85
|
$5,743,000 | 0.00% |
| Nutanix Inc |
50.00%
100
|
$5,685,000 | 0.00% |
| Schwab Emerging Markets Equity Etf |
Closed
221
|
$5,231,000 | |
| Vaneck Vectors Fallen Angel Hiyld Bd Etf |
Closed
190
|
$5,134,000 | |
| Cohen Steers Qty Inc Realty Common |
Closed
444
|
$5,106,000 | |
| Molson Coors Brewing Co B |
No change
100
|
$5,083,000 | 0.00% |
| Pfizer Inc. |
22.22%
175
|
$4,897,000 | 0.00% |
| Mfam Small-cap Growth Etf |
Closed
200
|
$4,890,000 | |
| First Trust Water Etf |
Closed
60
|
$4,762,000 | |
| Vanguard Short Term Bond Etf |
Closed
63
|
$4,743,000 | |
| Salesforce Com Company |
No change
18
|
$4,628,000 | 0.00% |
| iShares Global Clean Energy ETF |
Closed
220
|
$4,367,000 | |
| Marriott International, Inc. |
No change
18
|
$4,352,000 | 0.00% |
| Schwab Fundamental Intl Sm Co Etf |
Closed
136
|
$4,251,000 | |
| First Trust NASDAQ Cybersecurity ETF |
Opened
75
|
$4,232,000 | 0.00% |
| Under Armour Inc |
49.72%
639
|
$4,173,000 | 0.00% |
| Ares Capital Corp |
Opened
200
|
$4,168,000 | 0.00% |
| Ishares Msci Glbl Agriculture Producers |
Closed
96
|
$4,114,000 | |
| 1st Trust Cloud Computing Etf |
Closed
70
|
$4,033,000 | |
| Howmet Aerospace Ord |
Closed
100
|
$3,941,000 | |
| Under Armour Inc |
45.99%
566
|
$3,775,000 | 0.00% |
| Consumer Discret Select Sector Spdra |
76.47%
20
|
$3,648,000 | 0.00% |
| Blackrock Floating Rate Inc Tr Common |
Closed
333
|
$3,643,000 | |
| Ishares Global Timber Forestry |
Closed
50
|
$3,638,000 | |
| Norwegian Cruise Line Holdings Ltd |
Opened
193
|
$3,626,000 | 0.00% |
| Communication Services Sel Sect Spdr Etf |
Closed
75
|
$3,599,000 | |
| Ishares Sp Midcap 400 Growth |
No change
40
|
$3,524,000 | 0.00% |
| Smith Wesson Brands Inc |
Closed
400
|
$3,472,000 | |
| First Trust Global Wind Energy Etf |
Closed
200
|
$3,464,000 | |
| Splunk Inc |
Closed
40
|
$3,444,000 | |
| Southwest Airlines Co |
31.43%
120
|
$3,433,000 | 0.00% |
| iShares Nasdaq Biotechnology ETF |
No change
25
|
$3,432,000 | 0.00% |
| United Parcel Service, Inc. |
No change
25
|
$3,421,000 | 0.00% |
| Starwood Property Trust Inc |
No change
180
|
$3,409,000 | 0.00% |
| Ge Healthcare Technologies Inc Common Stock |
Opened
43
|
$3,351,000 | 0.00% |
| Ge Vernova Llc Com |
Opened
19
|
$3,259,000 | 0.00% |
| Fidelity Msci Health Care Etf |
Closed
50
|
$3,199,000 | |
| Target Corp |
77.78%
20
|
$2,961,000 | 0.00% |
| Brown-Forman Corporation |
Closed
45
|
$2,956,000 | |
| American Express Co. |
Closed
20
|
$2,955,000 | |
| Acadia Pharmaceuticals Inc |
No change
180
|
$2,925,000 | 0.00% |
| Alibaba Group Holding Ltd Adr |
Opened
40
|
$2,880,000 | 0.00% |
| Enovix Corp |
No change
180
|
$2,783,000 | 0.00% |
| Ishares Msci Eafe Growth Etf |
Opened
27
|
$2,762,000 | 0.00% |
| Mannkind Corp |
Closed
500
|
$2,635,000 | |
| Fidelity Msci Energy Etf |
Closed
110
|
$2,622,000 | |
| Powershares Sp 500 Low Volatility |
Closed
40
|
$2,556,000 | |
| Sturm Ruger And Co Inc |
Closed
50
|
$2,531,000 | |
| Snap Inc |
No change
150
|
$2,492,000 | 0.00% |
| Schwab International Small-cap Eq Etf |
Closed
79
|
$2,486,000 | |
| Aurinia Pharmaceuticals Inc |
Closed
531
|
$2,294,000 | |
| Ishares Ibonds Dec 2024 Term Tr Etf |
Opened
94
|
$2,254,000 | 0.00% |
| Ishares Ibonds Dec 2027 Term Tr Etf |
Opened
101
|
$2,230,000 | 0.00% |
| Ishares Ibonds Dec 2028 Term Tr Etf |
Opened
102
|
$2,227,000 | 0.00% |
| Rumble Cl A Ord |
No change
400
|
$2,220,000 | 0.00% |
| Ishares Russell 1000 Growth |
No change
6
|
$2,187,000 | 0.00% |
| Vanguard Ftse Developed Markets Etf |
77.84%
43
|
$2,125,000 | 0.00% |
| Rivian Automotive, Inc. |
Opened
127
|
$1,704,000 | 0.00% |
| Royal Caribbean Cruises Ltd |
Opened
10
|
$1,594,000 | 0.00% |
| Hanesbrands Inc |
Closed
250
|
$1,590,000 | |
| Wheeler Real Estate Investment Trust Inc |
22.22%
700
|
$1,575,000 | 0.00% |
| Global X Robotics Artfcl Intllgnc Etf |
86.84%
50
|
$1,543,000 | 0.00% |
| TE Connectivity Ltd |
No change
10
|
$1,504,000 | 0.00% |
| Lululemon Athletica Inc Com Usd0.005 |
No change
5
|
$1,494,000 | 0.00% |
| Wyndham Hotels Resorts Inc |
No change
20
|
$1,480,000 | 0.00% |
| Spdr Portfolio Developed Wld Ex-us Etf |
Closed
49
|
$1,455,000 | |
| Walgreen Boots Alliance Inc Com |
Closed
38
|
$1,417,000 | |
| Virgin Galactic Holdings Inc |
Closed
401
|
$1,395,000 | |
| General Motors Company |
Closed
40
|
$1,346,000 | |
| Beyond Meat Inc |
No change
200
|
$1,342,000 | 0.00% |
| Spdr Portfolio Interm Term Corp Bd Etf |
Closed
41
|
$1,305,000 | |
| Truist Finl Corp Com |
No change
30
|
$1,166,000 | 0.00% |
| Powershares Insured National Muni Bond |
Closed
50
|
$1,147,000 | |
| Lumber Liquidators Holdings Inc |
Closed
200
|
$1,124,000 | |
| Teva- Pharmaceutical Industries Ltd. |
No change
68
|
$1,104,000 | 0.00% |
| Brighthouse Finl Inc Com |
Opened
24
|
$1,040,000 | 0.00% |
| Vanguard Sp 500 Growth Etf |
Opened
3
|
$1,000,000 | 0.00% |
| Vanguard Sp 500 Etf |
Opened
2
|
$1,000,000 | 0.00% |
| American Outdoor Brands Ord Wi |
Closed
99
|
$992,000 | |
| Nio Inc Ads Repstg Cl A Ord Shs |
Closed
100
|
$975,000 | |
| Nutrien Ltd |
Closed
12
|
$876,000 | |
| Joann Inc |
Closed
265
|
$755,000 | |
| Invesco Sp Midcap Low Volatility Etf |
Closed
14
|
$749,000 | |
| Dow Chemical Co |
No change
14
|
$743,000 | 0.00% |
| Nordstrom, Inc. |
Closed
45
|
$726,000 | |
| Medtronic Inc |
No change
9
|
$708,000 | 0.00% |
| Medifast Inc |
No change
30
|
$655,000 | 0.00% |
| Invesco Sp Smallcap Low Volatility Etf |
Closed
14
|
$625,000 | |
| Johnson Controls Inc |
No change
9
|
$598,000 | 0.00% |
| Comscore Inc. |
Closed
500
|
$580,000 | |
| American Airlines Group Inc |
Closed
45
|
$572,000 | |
| Arconic Corporation |
Closed
25
|
$529,000 | |
| Vanguard Index Funds Vanguard Mid-cap Etf |
Opened
2
|
$484,000 | 0.00% |
| Westinghouse Air Brake Technologies Corp |
40.00%
3
|
$474,000 | 0.00% |
| SoFi Technologies, Inc. |
Closed
100
|
$461,000 | |
| Powershares Water Resources |
Opened
7
|
$454,000 | 0.00% |
| Evgo Cl A Ord |
Closed
100
|
$447,000 | |
| QuantumScape Corporation |
Closed
75
|
$425,000 | |
| Bristol-Myers Squibb Co. |
60.00%
10
|
$415,000 | 0.00% |
| AMC Entertainment Holdings Inc |
Closed
100
|
$407,000 | |
| First Trust Ise Chindia Idx |
Closed
10
|
$381,000 | |
| Comscore Inc. |
Opened
25
|
$355,000 | 0.00% |
| Vishay Intertechnology, Inc. |
No change
15
|
$335,000 | 0.00% |
| Schwab Fundamental Us Broad Market Etf |
No change
5
|
$328,000 | 0.00% |
| Jazz Pharmaceuticals plc |
No change
3
|
$320,000 | 0.00% |
| Bausch Health Companies Inc |
Closed
50
|
$314,000 | |
| Wisdomtree Europe Smallcap Dividend Etf |
66.67%
5
|
$298,000 | 0.00% |
| Emergent Biosolutions Inc |
No change
40
|
$273,000 | 0.00% |
| Spectrum Brands Holdings Inc. |
No change
3
|
$258,000 | 0.00% |
| Prothena Corp Plc |
No change
10
|
$206,000 | 0.00% |
| Invesco Cleantech Etf |
No change
5
|
$197,000 | 0.00% |
| Crispr Therapeutics Agnamen Akt |
Closed
4
|
$163,000 | |
| Kohl S Corp |
No change
7
|
$161,000 | 0.00% |
| Viatris Inc. |
No change
15
|
$159,000 | 0.00% |
| Nvent Electric Plc Shs |
No change
2
|
$153,000 | 0.00% |
| Darden Restaurants, Inc. |
Opened
1
|
$151,000 | 0.00% |
| Etfmg Alternative Harvest Etf |
Closed
35
|
$149,000 | |
| Aqua Metals Inc |
No change
455
|
$146,000 | 0.00% |
| Real Estate Select Sector Spdr |
Closed
2
|
$74,000 | |
| Nuveen Municipal Income Common |
Closed
7
|
$66,000 | |
| Groupon Inc |
Closed
4
|
$34,000 | |
| Conformis Inc. |
Closed
5
|
$17,000 | |
| New Age Beverages Corp |
No change
100
|
$0 | 0.00% |
| Advanced Battery Technologies Inc |
No change
30
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 420 holdings | |||
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