0001574010-18-000001.txt : 20180118
0001574010-18-000001.hdr.sgml : 20180118
20180117174431
ACCESSION NUMBER: 0001574010-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180118
DATE AS OF CHANGE: 20180117
EFFECTIVENESS DATE: 20180118
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Lowe Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001574010
IRS NUMBER: 364698385
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17052
FILM NUMBER: 18532367
BUSINESS ADDRESS:
STREET 1: 6230 OLD DOBBIN LANE; SUITE 170
CITY: COLUMBIA
STATE: MD
ZIP: 21045
BUSINESS PHONE: 4437667160
MAIL ADDRESS:
STREET 1: 6230 OLD DOBBIN LANE; SUITE 170
CITY: COLUMBIA
STATE: MD
ZIP: 21045
FORMER COMPANY:
FORMER CONFORMED NAME: Lowe fs, LLC
DATE OF NAME CHANGE: 20130409
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001574010
XXXXXXXX
12-31-2017
12-31-2017
Lowe Wealth Advisors, LLC
6230 OLD DOBBIN LANE; SUITE 170
COLUMBIA
MD
21045
13F HOLDINGS REPORT
028-17052
N
GREG LOWE
Chief Compliance Officer
443-766-7160
GREG LOWE
Cplumbia
MD
01-17-2018
0
268
164166
false
INFORMATION TABLE
2
lowe4q17.xml
ABBOTT LABORATORIES
COM
002824100
9
150
SH
SOLE
0
0
150
Abbvie Inc
COM
00287Y109
15
150
SH
SOLE
0
0
150
Advanced Battery Technologies Inc
COM
00752H102
0
30
SH
SOLE
0
0
30
Aetna Inc
COM
00817Y108
0
1
SH
SOLE
0
0
1
Agnico Eagle Mines Ltd
COM
008474108
30
640
SH
SOLE
0
0
640
Align Technology Inc
COM
016255101
28
125
SH
SOLE
0
0
125
Allergan plc
SHS
G0177J108
8
50
SH
SOLE
0
0
50
Alphabet Inc A
COM
02079K305
25
24
SH
SOLE
0
0
24
Alphabet Inc C
COM
02079K107
25
24
SH
SOLE
0
0
24
ALPS Alerian MLP ETF
ETF
00162Q866
12
1099
SH
SOLE
0
0
1099
Altria Group Inc
COM
02209S103
18
250
SH
SOLE
0
0
250
Amazon.com Inc
COM
023135106
27
23
SH
SOLE
0
0
23
Ameren Corp
COM
023608102
244
4138
SH
SOLE
0
0
4138
American Electric Power Co Inc
COM
025537101
38
511
SH
SOLE
0
0
511
American Express Co
COM
025816109
2
20
SH
SOLE
0
0
20
Ameriprise Financial Inc
COM
03076C106
28
167
SH
SOLE
0
0
167
Amphastar Pharmaceuticals Inc Del Com
COM
03209R103
2
100
SH
SOLE
0
0
100
APPLE INC.
COM
037833100
390
2307
SH
SOLE
0
0
2307
Archer-Daniels Midland Co
COM
039483102
1
30
SH
SOLE
0
0
30
Arconic Inc
COM
03965L100
207
7600
SH
SOLE
0
0
7600
Arotech Corp
COM
042682203
1
300
SH
SOLE
0
0
300
ASTRAZENECA PLC -SPONS ADR
ADR
046353108
3
100
SH
SOLE
0
0
100
AT&T Inc
COM
00206R102
791
20350
SH
SOLE
0
0
20350
Automatic Data Processing
COM
053015103
142
1215
SH
SOLE
0
0
1215
Avago Technologies Ltd
SHS
Y09827109
15
57
SH
SOLE
0
0
57
Bank of America Corporation
COM
060505104
27
904
SH
SOLE
0
0
904
Baozun Inc
ADR
06684L103
2
65
SH
SOLE
0
0
65
BB&T Corp
COM
054937107
6
130
SH
SOLE
0
0
130
Berkshire Hathaway Inc
COM
084670702
40
200
SH
SOLE
0
0
200
BIOLIFE SOLUTIONS
COM
09062W204
0
2
SH
SOLE
0
0
2
Boeing Co
COM
097023105
28
96
SH
SOLE
0
0
96
BP PLC
ADR
055622104
72
1703
SH
SOLE
0
0
1703
Broadridge Financial Solutions Inc
COM
11133T103
44
491
SH
SOLE
0
0
491
Brown-Forman Corp
COM
115637209
2
36
SH
SOLE
0
0
36
Builders FirstSource Inc
COM
12008R107
31
1400
SH
SOLE
0
0
1400
Cameco Corp
COM
13321L108
25
2670
SH
SOLE
0
0
2670
CATERPILLAR INC.
COM
149123101
9
54
SH
SOLE
0
0
54
CBS Corp
COM
124857202
73
1242
SH
SOLE
0
0
1242
CDK Global Inc
COM
12508E101
50
699
SH
SOLE
0
0
699
CELGENE CORP
COM
151020104
19
180
SH
SOLE
0
0
180
Chesapeake Energy Corp
COM
165167107
0
48
SH
SOLE
0
0
48
CHEVRON CORPORATION
COM
166764100
131
1044
SH
SOLE
0
0
1044
Chipotle Mexican Grill Inc
COM
169656105
5
19
SH
SOLE
0
0
19
Churchill Downs Inc
COM
171484108
22
94
SH
SOLE
0
0
94
Cisco Systems Inc
COM
17275R102
21
555
SH
SOLE
0
0
555
Citigroup Inc
COM
172967424
3
44
SH
SOLE
0
0
44
CME Group Inc/IL
COM
12572Q105
2
17
SH
SOLE
0
0
17
Coca-Cola Co
COM
191216100
82
1798
SH
SOLE
0
0
1798
Cognex Corp
COM
192422103
4
60
SH
SOLE
0
0
60
Cognizant Technology Solutions Corp
COM
192446102
14
200
SH
SOLE
0
0
200
Colgate-Palmolive Co
COM
194162103
15
200
SH
SOLE
0
0
200
Comcast Corp
COM
20030N101
51
1269
SH
SOLE
0
0
1269
Conformis Inc
COM
20717E101
1
240
SH
SOLE
0
0
240
ConocoPhillips
COM
20825C104
6
117
SH
SOLE
0
0
117
Constellation Brands Inc
COM
21036P108
69
300
SH
SOLE
0
0
300
Costco Wholesale Corp
COM
22160K105
19
100
SH
SOLE
0
0
100
Cree Inc
COM
225447101
1
32
SH
SOLE
0
0
32
CVS CAREMARK CORPORATION
COM
126650100
12
166
SH
SOLE
0
0
166
Deere & Co
COM
244199105
5
29
SH
SOLE
0
0
29
Diamond Offshore Drilling Inc
COM
25271C102
12
660
SH
SOLE
0
0
660
Digital Realty Trust Inc
COM
253868103
4
39
SH
SOLE
0
0
39
DISNEY WALT COMPANY
COM
254687106
279
2598
SH
SOLE
0
0
2598
DNP Select Income Common
COM
23325P104
57
5294
SH
SOLE
0
0
5294
Dominion Resources Inc
COM
25746U109
10
125
SH
SOLE
0
0
125
Domino s Pizza Inc
COM
25754A201
5
27
SH
SOLE
0
0
27
Duke Energy Corporation
COM
26441C204
20
233
SH
SOLE
0
0
233
DUNKIN BRANDS GROUP INC
COM
265504100
3
43
SH
SOLE
0
0
43
Eastman Chemical Co
COM
277432100
32
350
SH
SOLE
0
0
350
Eaton Vance Corp
COM
278265103
45
800
SH
SOLE
0
0
800
Energy Select Sector SPDRA
ETF
81369Y506
11
150
SH
SOLE
0
0
150
Enterprise Products Partners LP
COM
293792107
11
400
SH
SOLE
0
0
400
Erie Indemnity Co
COM
29530P102
3
25
SH
SOLE
0
0
25
Exelon Corp
COM
30161N101
20
516
SH
SOLE
0
0
516
Express Scripts
COM
30219G108
66
882
SH
SOLE
0
0
882
Exxon Mobil Corporation
COM
30231G102
267
3187
SH
SOLE
0
0
3187
Facebook Inc
COM
30303M102
55
312
SH
SOLE
0
0
312
Financial Select Sector SPDR
ETF
81369Y605
4870
174495
SH
SOLE
0
0
174495
First Trust Health Care AlphaDEX
ETF
33734X143
16
231
SH
SOLE
0
0
231
First Trust ISE Chindia Idx
ETF
33733A102
15
381
SH
SOLE
0
0
381
Fitbit Inc Cl A
COM
33812L102
0
10
SH
SOLE
0
0
10
Ford Motor Company
COM
345370860
54
4342
SH
SOLE
0
0
4342
Freeport-McMoran Copper & Gold
COM
35671D857
58
3065
SH
SOLE
0
0
3065
Frontier Communications Corp
COM
35906A306
0
32
SH
SOLE
0
0
32
General Dynamics Corp
COM
369550108
20
100
SH
SOLE
0
0
100
GENERAL ELECTRIC COMPANY
COM
369604103
7
382
SH
SOLE
0
0
382
GILEAD SCIENCES INC.
COM
375558103
9
126
SH
SOLE
0
0
126
GlaxoSmithKline PLC
ADR
37733W105
2
60
SH
SOLE
0
0
60
Godaddy Inc
COM
380237107
6
114
SH
SOLE
0
0
114
Goldcorp Inc
COM
380956409
959
75070
SH
SOLE
0
0
75070
GOLDFIELD CORP
COM
381370105
0
100
SH
SOLE
0
0
100
Groupon Inc
COM
399473107
0
80
SH
SOLE
0
0
80
Guggenheim BulletShrs 2020 Corp Bd ETF
ETF
18383M514
50
2361
SH
SOLE
0
0
2361
Guggenheim BulletShrs 2020 HY CorpBd ETF
ETF
18383M365
50
2036
SH
SOLE
0
0
2036
Guggenheim BulletShrs 2018 Corp Bd ETF
ETF
18383M530
730
34633
SH
SOLE
0
0
34633
Guggenheim BulletShrs 2019 Corp Bd ETF
ETF
18383M522
2064
97869
SH
SOLE
0
0
97869
Guggenheim S&P 500 Eq Weight HC ETF
ETF
78355W841
10
57
SH
SOLE
0
0
57
Guggenheim S&P 500 Eq Wt Indls ETF
ETF
78355W833
11
89
SH
SOLE
0
0
89
Guggenheim S&P 500 Eq Wt Technology ETF
ETF
78355W817
10
73
SH
SOLE
0
0
73
Guggenheim S&P 500 Pure Growth ETF
ETF
78355W403
31
299
SH
SOLE
0
0
299
Guggenheim S&P 500 Top 50 ETF
ETF
78355W205
32
169
SH
SOLE
0
0
169
H&R Block Inc
COM
093671105
11
406
SH
SOLE
0
0
406
Health Care Select Sector SPDR
ETF
81369Y209
2207
26694
SH
SOLE
0
0
26694
Hershey Co
COM
427866108
10
88
SH
SOLE
0
0
88
HOME DEPOT INC.
COM
437076102
26
138
SH
SOLE
0
0
138
HSBC Holdings PLC
ADR
404280406
21
400
SH
SOLE
0
0
400
INTEL CORP
COM
458140100
19
406
SH
SOLE
0
0
406
iPath DJ-UBS Cotton TR Sub-Idx ETN
ETN
06739H271
37
700
SH
SOLE
0
0
700
iPath DJ-UBS Sugar TR Sub-Idx ETN
ETN
06739H214
29
950
SH
SOLE
0
0
950
Iqvia Hldgs Inc
COM
46266C105
2
25
SH
SOLE
0
0
25
iShares 7-10 Year Treasury Bond
ETF
464287440
6535
61898
SH
SOLE
0
0
61898
iShares Core Dividend Growth
ETF
46434V621
6
175
SH
SOLE
0
0
175
iShares Core MSCI EAFE
ETF
46432F842
4411
66741
SH
SOLE
0
0
66741
iShares Core MSCI Emerging Markets
ETF
46434G103
996
17510
SH
SOLE
0
0
17510
iShares Core MSCI Total Intl Stk
ETF
46432F834
1
12
SH
SOLE
0
0
12
iShares Core S&P 500
ETF
464287200
15
57
SH
SOLE
0
0
57
iShares Core S&P Mid-Cap
ETF
464287507
1
5
SH
SOLE
0
0
5
iShares Core S&P Small-Cap
ETF
464287804
16
207
SH
SOLE
0
0
207
iShares Core S&P Total US Stock Mkt
ETF
464287150
8
135
SH
SOLE
0
0
135
iShares Core US Aggregate Bond
ETF
464287226
256
2337
SH
SOLE
0
0
2337
iShares Core US REIT ETF
ETF
464288521
30
610
SH
SOLE
0
0
610
iShares DJ US Total Market Index
ETF
464287846
6851
51271
SH
SOLE
0
0
51271
iShares Floating Rate Bond
ETF
46429B655
3
55
SH
SOLE
0
0
55
iShares Global Timber & Forestry
ETF
464288174
4
50
SH
SOLE
0
0
50
iShares Gold Trust
ETF
464285105
7508
600199
SH
SOLE
0
0
600199
iShares High Dividend
ETF
46429B663
3436
38115
SH
SOLE
0
0
38115
iShares iBoxx $ High Yield Corporate Bd
ETF
464288513
3
30
SH
SOLE
0
0
30
iShares Morningstar Small-Cap Growth
ETF
464288604
6
35
SH
SOLE
0
0
35
iShares MSCI ACWI ex US ETF
ETF
464288240
33
660
SH
SOLE
0
0
660
iShares MSCI Emerging Markets
ETF
464287234
47
1002
SH
SOLE
0
0
1002
iShares MSCI EmrgMkts MinVolatility
ETF
464286533
15
245
SH
SOLE
0
0
245
iShares MSCI Glbl Agriculture Producers
ETF
464286350
3
96
SH
SOLE
0
0
96
iShares MSCI Global Gold Miners
ETF
46434G855
30
1618
SH
SOLE
0
0
1618
iShares Russell 2000
ETF
464287655
132
865
SH
SOLE
0
0
865
iShares Russell 3000
ETF
464287689
1745
11030
SH
SOLE
0
0
11030
iShares S&P 100 Index Fund CBOE
ETF
464287101
190
1598
SH
SOLE
0
0
1598
iShares S&P 500 Growth
ETF
464287309
191
1252
SH
SOLE
0
0
1252
iShares S&P 500 Value ETF
ETF
464287408
6
50
SH
SOLE
0
0
50
Ishares S&P GSCI Commodity-Indexed Trust
ETF
46428R107
13
775
SH
SOLE
0
0
775
iShares Select Dividend
ETF
464287168
58
588
SH
SOLE
0
0
588
Ishares Silver Trust
ETF
46428Q109
97
6053
SH
SOLE
0
0
6053
iShares Tr MSCI USA MinVolatility
ETF
46429B697
21883
414603
SH
SOLE
0
0
414603
iShares US Aerospace & Defense
ETF
464288760
11
56
SH
SOLE
0
0
56
iShares US Home Construction
ETF
464288752
9
200
SH
SOLE
0
0
200
Johnson and Johnson
COM
478160104
71
508
SH
SOLE
0
0
508
Johnson Controls Inc
COM
G51502105
1
14
SH
SOLE
0
0
14
JPMorgan Chase & Co
COM
46625H100
9
82
SH
SOLE
0
0
82
Kimberly-Clark Corp
COM
494368103
1
10
SH
SOLE
0
0
10
Kohl s Corp
COM
500255104
0
7
SH
SOLE
0
0
7
Lockheed Martin Corp
COM
539830109
414
1289
SH
SOLE
0
0
1289
lowes companies incorporated
COM
548661107
3
30
SH
SOLE
0
0
30
Lumber Liquidators Holdings Inc
COM
55003T107
3
100
SH
SOLE
0
0
100
M&T Bank Corp
COM
55261F104
9
52
SH
SOLE
0
0
52
Magellan Midstream Partners L.P.
COM
559080106
21
300
SH
SOLE
0
0
300
Mallinckrodt PLC
SHS
G5785G107
0
1
SH
SOLE
0
0
1
MannKind Corp
COM
56400P706
1
500
SH
SOLE
0
0
500
Market Vectors Agribusiness ETF
ETF
92189F700
24
395
SH
SOLE
0
0
395
Market Vectors Gold Miners ETF
ETF
92189F106
14
600
SH
SOLE
0
0
600
Market Vectors Junior Gold Miners ETF
ETF
92189F791
10
300
SH
SOLE
0
0
300
MasterCard Inc
COM
57636Q104
156
1030
SH
SOLE
0
0
1030
Materials Select Sector SPDRA
ETF
81369Y100
1
18
SH
SOLE
0
0
18
McCormick & Company Inc
COM
579780206
724
7100
SH
SOLE
0
0
7100
McCormick & Company Inc
COM
579780107
361
3596
SH
SOLE
0
0
3596
McDonald s Corp
COM
580135101
21
124
SH
SOLE
0
0
124
Medtronic Inc
COM
G5960L103
1
9
SH
SOLE
0
0
9
MERCK & CO. INC.
COM
58933Y105
104
1846
SH
SOLE
0
0
1846
MetLife Inc
COM
59156R108
4
78
SH
SOLE
0
0
78
Microsoft Corp
COM
594918104
283
3311
SH
SOLE
0
0
3311
Morgan Stanley
COM
617446448
5
100
SH
SOLE
0
0
100
Mylan Nv
SHS
N59465109
5
112
SH
SOLE
0
0
112
Myriad Genetics Inc
COM
62855J104
1
37
SH
SOLE
0
0
37
NETFLIX INC.
COM
64110L106
8
41
SH
SOLE
0
0
41
Newmont Mining Corp
COM
651639106
121
3220
SH
SOLE
0
0
3220
Nokia Oyj
ADR
654902204
0
1
SH
SOLE
0
0
1
Nordstrom Inc
COM
655664100
2
45
SH
SOLE
0
0
45
Northrop Grumman Corp
COM
666807102
26
85
SH
SOLE
0
0
85
NOVARTIS AG-ADR
ADR
66987V109
2
21
SH
SOLE
0
0
21
Nu Skin Enterprises Inc Class A
COM
67018T105
0
6
SH
SOLE
0
0
6
Nucor Corp
COM
670346105
16
245
SH
SOLE
0
0
245
Nutanix Inc
COM
67059N108
7
200
SH
SOLE
0
0
200
Nuveen MD Premium Income Muni Common
COM
67061Q107
16
1310
SH
SOLE
0
0
1310
Olin Corp
COM
680665205
2
50
SH
SOLE
0
0
50
Omega Healthcare Investors Inc
COM
681936100
12
439
SH
SOLE
0
0
439
Ormat Technologies Inc
COM
686688102
5
75
SH
SOLE
0
0
75
PacWest Bancorp
COM
695263103
1
22
SH
SOLE
0
0
22
Paychex Inc
COM
704326107
5
80
SH
SOLE
0
0
80
Pentair Plc
COM
G7S00T104
6
78
SH
SOLE
0
0
78
PepsiCo Inc
COM
713448108
3
28
SH
SOLE
0
0
28
Pfizer Inc
COM
717081103
11
300
SH
SOLE
0
0
300
PIMCO 1-3 Year US Treasury Index ETF
ETF
72201R106
1386
27566
SH
SOLE
0
0
27566
PIMCO Enhanced Short Maturity ETF
ETF
72201R833
6462
63628
SH
SOLE
0
0
63628
PNC Financial Services Group Inc
COM
693475105
390
2702
SH
SOLE
0
0
2702
Potash Corp of Saskatchewan Inc
COM
73755L107
148
7160
SH
SOLE
0
0
7160
PowerShares Cleantech
ETF
73935X278
0
5
SH
SOLE
0
0
5
PowerShares DB Commodity Index Tracking
ETF
73935S105
5
300
SH
SOLE
0
0
300
PowerShares Insured National Muni Bond
ETF
73936T474
1
50
SH
SOLE
0
0
50
Powershares QQQ Trust
ETF
73935A104
16632
106778
SH
SOLE
0
0
106778
PowerShares S&P Intl Dev Low Volatil ETF
ETF
73937B688
3
99
SH
SOLE
0
0
99
PPL Corp
COM
69351T106
41
1332
SH
SOLE
0
0
1332
Procter & Gamble Co
COM
742718109
14
150
SH
SOLE
0
0
150
ProShares Short S&P500
ETF
74347B425
18
590
SH
SOLE
0
0
590
Prothena Corp PLC
SHS
G72800108
0
1
SH
SOLE
0
0
1
Pure Storage Inc
COM
74624M102
16
1000
SH
SOLE
0
0
1000
Qorvo Inc
COM
74736K101
7
100
SH
SOLE
0
0
100
Raytheon Co
COM
755111507
28
150
SH
SOLE
0
0
150
Real Estate Select Sector SPDR
ETF
81369Y860
0
2
SH
SOLE
0
0
2
Realty Income Corp
COM
756109104
23
400
SH
SOLE
0
0
400
Rockwell Automation Inc
COM
773903109
55
282
SH
SOLE
0
0
282
Rockwell Collins Inc
COM
774341101
68
499
SH
SOLE
0
0
499
Schlumberger NV
COM
806857108
13
189
SH
SOLE
0
0
189
Schwab Emerging Markets Equity ETF
ETF
808524706
10
371
SH
SOLE
0
0
371
Schwab US Large-Cap Growth ETF
ETF
808524300
21
302
SH
SOLE
0
0
302
Seritage Growth Properties
COM
81752R100
1
30
SH
SOLE
0
0
30
Sony Corp
ADR
835699307
3
67
SH
SOLE
0
0
67
Southwest Airlines Co
COM
844741108
7
110
SH
SOLE
0
0
110
SPDR Gold Shares
ETF
78463V107
8
65
SH
SOLE
0
0
65
SPDR S&P 500 ETF
ETF
78462F103
41202
154397
SH
SOLE
0
0
154397
SPDR S&P Dividend ETF
ETF
78464A763
6084
64393
SH
SOLE
0
0
64393
SPDR S&P MidCap 400
ETF
78467Y107
1802
5216
SH
SOLE
0
0
5216
SPDR S&P Emerging Asia Pacific ETF
ETF
78463X301
1
14
SH
SOLE
0
0
14
Splunk Inc
COM
848637104
6
75
SH
SOLE
0
0
75
Starbucks Corp
COM
855244109
68
1190
SH
SOLE
0
0
1190
Starwood Property Trust Inc.
COM
85571B105
4
180
SH
SOLE
0
0
180
Stericycle Inc
COM
858912108
14
200
SH
SOLE
0
0
200
STMicroelectronics NV
COM
861012102
2
80
SH
SOLE
0
0
80
Stratasys Ltd
SHS
M85548101
2
80
SH
SOLE
0
0
80
Stryker Corporation
COM
863667101
31
200
SH
SOLE
0
0
200
STURM RUGER AND CO INC
COM
864159108
3
50
SH
SOLE
0
0
50
Sun Life Financial Inc
COM
866796105
57
1377
SH
SOLE
0
0
1377
SunCoke Energy Inc
COM
86722A103
1
119
SH
SOLE
0
0
119
T. Rowe Price Group Inc
COM
74144T108
104
986
SH
SOLE
0
0
986
Tableau Software Inc
COM
87336U105
1
20
SH
SOLE
0
0
20
Taiwan Semiconductor Manufacturing Co Ltd
ADR
874039100
1
24
SH
SOLE
0
0
24
TE Connectivity Ltd
SHS
H84989104
2
16
SH
SOLE
0
0
16
Technology Select Sector SPDRA
ETF
81369Y803
5
76
SH
SOLE
0
0
76
Teradyne Inc
COM
880770102
2
40
SH
SOLE
0
0
40
TESLA MTRS INC
COM
88160R101
25
81
SH
SOLE
0
0
81
Teva Pharmaceutical Industries Ltd
ADR
881624209
1
68
SH
SOLE
0
0
68
Texas Instruments Inc
COM
882508104
62
594
SH
SOLE
0
0
594
Thor Industries Inc
COM
885160101
50
334
SH
SOLE
0
0
334
UNDER ARMOUR INC.
COM
904311107
42
2892
SH
SOLE
0
0
2892
UNDER ARMOUR INC-CLASS C
COM
904311206
234
17594
SH
SOLE
0
0
17594
United Parcel Service Inc (UPS)
COM
911312106
21
176
SH
SOLE
0
0
176
UnitedHealth Group Inc
COM
91324P102
24
107
SH
SOLE
0
0
107
US Geothermal Inc
COM
90338S201
1
150
SH
SOLE
0
0
150
Valeant Pharmaceuticals Intl I Com
COM
91911K102
1
50
SH
SOLE
0
0
50
Valero Energy Corp
COM
91913Y100
2
25
SH
SOLE
0
0
25
Valero Energy Partners LP
COM
91914J102
7
150
SH
SOLE
0
0
150
Vanguard Emerging Markets Stock Idx ETF
ETF
922042858
1
30
SH
SOLE
0
0
30
Vanguard European Stock Index ETF
ETF
922042874
10
165
SH
SOLE
0
0
165
Vanguard FTSE Developed Markets ETF
ETF
921943858
63
1400
SH
SOLE
0
0
1400
Vanguard Short-Term Corporate Bond ETF
ETF
92206C409
8010
101009
SH
SOLE
0
0
101009
Vanguard Total Stock Market ETF
ETF
922908769
36
260
SH
SOLE
0
0
260
Verizon Communications Inc
COM
92343V104
154
2914
SH
SOLE
0
0
2914
Viacom Inc
COM
92553P201
15
475
SH
SOLE
0
0
475
Visa Inc
COM
92826C839
15
135
SH
SOLE
0
0
135
VISHAY INTERTECHNOLOGY INC
COM
928298108
0
15
SH
SOLE
0
0
15
VISHAY PRECISION GROUP INC
COM
92835K103
0
1
SH
SOLE
0
0
1
Vodafone Group PLC
ADR
92857W308
1
40
SH
SOLE
0
0
40
Wal-Mart Stores Inc
COM
931142103
37
373
SH
SOLE
0
0
373
Washington REIT
COM
939653101
16
500
SH
SOLE
0
0
500
Wells Fargo & Co
COM
949746101
22
363
SH
SOLE
0
0
363
WisdomTree Dividend ex-Financials
ETF
97717W406
6293
71191
SH
SOLE
0
0
71191
WisdomTree Europe Hedged Equity ETF
ETF
97717X701
804
12620
SH
SOLE
0
0
12620
WisdomTree India Earnings ETF
ETF
97717W422
1143
41040
SH
SOLE
0
0
41040
WisdomTree US SmallCap Earnings ETF
ETF
97717W562
1
15
SH
SOLE
0
0
15
Xcel Energy Inc
COM
98389B100
32
658
SH
SOLE
0
0
658
XPO Logistics Inc
COM
983793100
9
100
SH
SOLE
0
0
100
Yamana Gold Inc
COM
98462Y100
25
8000
SH
SOLE
0
0
8000