Chief Compliance Officer

0001574010-19-000001.txt : 20190110 0001574010-19-000001.hdr.sgml : 20190110 20190110171821 ACCESSION NUMBER: 0001574010-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190110 DATE AS OF CHANGE: 20190110 EFFECTIVENESS DATE: 20190110 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: 19520925 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 12-31-2018 12-31-2018 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 Columbia MD 01-10-2019 0 278 146335 false INFORMATION TABLE 2 lowe4q18.xml ABBOTT LABORATORIES COM 002824100 11 150 SH SOLE 0 0 150 Abbvie Inc COM 00287Y109 14 150 SH SOLE 0 0 150 Advanced Battery Technologies Inc COM 00752H102 0 30 SH SOLE 0 0 30 Advanced Micro Devices Inc COM 007903107 1 75 SH SOLE 0 0 75 Agnico Eagle Mines Ltd COM 008474108 26 640 SH SOLE 0 0 640 Align Technology Inc COM 016255101 26 125 SH SOLE 0 0 125 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 10 1099 SH SOLE 0 0 1099 Altria Group Inc COM 02209S103 12 250 SH SOLE 0 0 250 Amazon.com Inc COM 023135106 38 25 SH SOLE 0 0 25 Ameren Corp COM 023608102 270 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 17 167 SH SOLE 0 0 167 AMGEN INC. COM 031162100 0 2 SH SOLE 0 0 2 Amphastar Pharmaceuticals Inc Del Com COM 03209R103 2 100 SH SOLE 0 0 100 APPLE INC. COM 037833100 292 1849 SH SOLE 0 0 1849 Archer-Daniels Midland Co COM 039483102 1 30 SH SOLE 0 0 30 Arconic Inc COM 03965L100 128 7600 SH SOLE 0 0 7600 Arotech Corp COM 042682203 1 300 SH SOLE 0 0 300 ASTRAZENECA PLC -SPONS ADR ADR 046353108 4 100 SH SOLE 0 0 100 AT&T Inc COM 00206R102 73 2543 SH SOLE 0 0 2543 Automatic Data Processing COM 053015103 159 1215 SH SOLE 0 0 1215 Avago Technologies Ltd COM 11135F101 11 42 SH SOLE 0 0 42 Bank of America Corporation COM 060505104 32 1282 SH SOLE 0 0 1282 Baozun Inc ADR 06684L103 2 65 SH SOLE 0 0 65 Bausch Health Companies Inc COM 071734107 1 50 SH SOLE 0 0 50 BB&T Corp COM 054937107 6 130 SH SOLE 0 0 130 Berkshire Hathaway Inc COM 084670702 41 200 SH SOLE 0 0 200 BIOLIFE SOLUTIONS COM 09062W204 0 2 SH SOLE 0 0 2 BP PLC ADR 055622104 62 1622 SH SOLE 0 0 1622 Brighthouse Finl Inc Com COM 10922N103 0 1 SH SOLE 0 0 1 Broadridge Financial Solutions Inc COM 11133T103 47 491 SH SOLE 0 0 491 Brown-Forman Corp COM 115637209 2 45 SH SOLE 0 0 45 Builders FirstSource Inc COM 12008R107 15 1400 SH SOLE 0 0 1400 Cameco Corp COM 13321L108 30 2670 SH SOLE 0 0 2670 Capstone Turbine Corp COM 14067D409 0 500 SH SOLE 0 0 500 CATERPILLAR INC. COM 149123101 7 54 SH SOLE 0 0 54 CBS Corp COM 124857202 54 1242 SH SOLE 0 0 1242 CDK Global Inc COM 12508E101 33 699 SH SOLE 0 0 699 CELGENE CORP COM 151020104 1 15 SH SOLE 0 0 15 Chesapeake Energy Corp COM 165167107 0 48 SH SOLE 0 0 48 CHEVRON CORPORATION COM 166764100 126 1162 SH SOLE 0 0 1162 Chipotle Mexican Grill Inc COM 169656105 5 11 SH SOLE 0 0 11 Churchill Downs Inc COM 171484108 11 45 SH SOLE 0 0 45 Citigroup Inc COM 172967424 0 1 SH SOLE 0 0 1 CME Group Inc/IL COM 12572Q105 3 17 SH SOLE 0 0 17 Coca-Cola Co COM 191216100 85 1798 SH SOLE 0 0 1798 Cognizant Technology Solutions Corp COM 192446102 13 200 SH SOLE 0 0 200 Comcast Corp COM 20030N101 29 843 SH SOLE 0 0 843 Conformis Inc COM 20717E101 0 140 SH SOLE 0 0 140 ConocoPhillips COM 20825C104 7 117 SH SOLE 0 0 117 Constellation Brands Inc COM 21036P108 48 300 SH SOLE 0 0 300 Costco Wholesale Corp COM 22160K105 20 100 SH SOLE 0 0 100 Cree Inc COM 225447101 1 32 SH SOLE 0 0 32 CVS CAREMARK CORPORATION COM 126650100 11 171 SH SOLE 0 0 171 Cypress Semiconductor Corp COM 232806109 2 150 SH SOLE 0 0 150 Deere & Co COM 244199105 4 29 SH SOLE 0 0 29 Diamond Offshore Drilling Inc COM 25271C102 6 660 SH SOLE 0 0 660 Digital Realty Trust Inc COM 253868103 4 39 SH SOLE 0 0 39 DISNEY WALT COMPANY COM 254687106 283 2581 SH SOLE 0 0 2581 DNP Select Income Common COM 23325P104 55 5294 SH SOLE 0 0 5294 Domino s Pizza Inc COM 25754A201 7 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 26 350 SH SOLE 0 0 350 Eaton Vance Corp COM 278265103 28 800 SH SOLE 0 0 800 Energy Select Sector SPDRA ETF 81369Y506 3 50 SH SOLE 0 0 50 Energy Transfer Equity LP COM 29273V100 3 227 SH SOLE 0 0 227 ETFMG Alternative Harvest ETF ETF 26924G508 3 103 SH SOLE 0 0 103 Exelon Corp COM 30161N101 23 516 SH SOLE 0 0 516 Exxon Mobil Corporation COM 30231G102 204 2987 SH SOLE 0 0 2987 Facebook Inc COM 30303M102 41 312 SH SOLE 0 0 312 Financial Select Sector SPDR ETF 81369Y605 4073 170978 SH SOLE 0 0 170978 FireEye Inc COM 31816Q101 2 125 SH SOLE 0 0 125 First Trust Health Care AlphaDEX ETF 33734X143 11 161 SH SOLE 0 0 161 First Trust ISE Chindia Idx ETF 33733A102 12 381 SH SOLE 0 0 381 Ford Motor Company COM 345370860 18 2385 SH SOLE 0 0 2385 Freeport-McMoran Copper & Gold COM 35671D857 30 2909 SH SOLE 0 0 2909 Frontier Communications Corp COM 35906A306 0 32 SH SOLE 0 0 32 FS Investment Corp COM 302635107 16 3000 SH SOLE 0 0 3000 GENERAL ELECTRIC COMPANY COM 369604103 2 245 SH SOLE 0 0 245 GILEAD SCIENCES INC. COM 375558103 8 126 SH SOLE 0 0 126 GlaxoSmithKline PLC ADR 37733W105 2 60 SH SOLE 0 0 60 Goldcorp Inc COM 380956409 758 77334 SH SOLE 0 0 77334 GOLDFIELD CORP COM 381370105 0 100 SH SOLE 0 0 100 Goldman Sachs ActiveBeta EMkts Eq ETF ETF 381430206 0 13 SH SOLE 0 0 13 Goldman Sachs ActiveBeta US LgCp Eq ETF ETF 381430503 4 76 SH SOLE 0 0 76 Groupon Inc COM 399473107 0 80 SH SOLE 0 0 80 Guggenheim S&P 500 Eq Wt Technology ETF ETF 46137V282 8 57 SH SOLE 0 0 57 Guggenheim S&P 500 Pure Growth ETF ETF 46137V266 30 299 SH SOLE 0 0 299 Guggenheim S&P 500 Top 50 ETF ETF 46137V233 30 169 SH SOLE 0 0 169 Guggenheim S&P 500A Equal Weight ETF 46137V357 3 30 SH SOLE 0 0 30 GW Pharmaceuticals PLC ADS 36197T103 2 25 SH SOLE 0 0 25 H&R Block Inc COM 093671105 10 406 SH SOLE 0 0 406 Hershey Co COM 427866108 10 90 SH SOLE 0 0 90 HOME DEPOT INC. COM 437076102 50 292 SH SOLE 0 0 292 Invesco QQQ Trust UNIT SER 1 46090E103 13568 87955 SH SOLE 0 0 87955 iPath DJ-UBS Commodity Index TR ETN ETN 06738C778 21 1010 SH SOLE 0 0 1010 iPath Bloomberg Cotton SubTR ETN ETN 06739H271 33 700 SH SOLE 0 0 700 iPath Bloomberg Sugar SubTR ETN ETN 06739H214 21 950 SH SOLE 0 0 950 Iqvia Hldgs Inc COM 46266C105 3 25 SH SOLE 0 0 25 iShares 0-5 Year High Yield Corp Bd ETF ETF 46434V407 21 475 SH SOLE 0 0 475 iShares 7-10 Year Treasury Bond ETF 464287440 5306 50922 SH SOLE 0 0 50922 iShares Core Dividend Growth ETF 46434V621 7 225 SH SOLE 0 0 225 iShares Core MSCI EAFE ETF 46432F842 5689 103435 SH SOLE 0 0 103435 iShares Core MSCI Emerging Markets ETF 46434G103 941 19960 SH SOLE 0 0 19960 iShares Core MSCI Intl Dev Mkts ETF ETF 46435G326 73 1500 SH SOLE 0 0 1500 iShares Core MSCI Total Intl Stk ETF 46432F834 3 52 SH SOLE 0 0 52 iShares Core S&P 500 ETF 464287200 27 108 SH SOLE 0 0 108 iShares Core S&P Mid-Cap ETF 464287507 2 15 SH SOLE 0 0 15 iShares Core S&P Small-Cap ETF 464287804 19 269 SH SOLE 0 0 269 iShares Core S&P Total US Stock Mkt ETF 464287150 8 135 SH SOLE 0 0 135 iShares Core US Aggregate Bond ETF 464287226 153 1434 SH SOLE 0 0 1434 iShares Core US REIT ETF ETF 464288521 27 610 SH SOLE 0 0 610 iShares DJ US Total Market Index ETF 464287846 5281 42438 SH SOLE 0 0 42438 iShares Edge MSCI Multifactor Intl ETF ETF 46434V274 0 10 SH SOLE 0 0 10 iShares Floating Rate Bond ETF 46429B655 3 55 SH SOLE 0 0 55 iShares Global REIT ETF ETF 46434V647 3 124 SH SOLE 0 0 124 iShares Global Timber & Forestry ETF 464288174 3 50 SH SOLE 0 0 50 iShares Gold Trust ETF 464285105 8208 667871 SH SOLE 0 0 667871 iShares High Dividend ETF 46429B663 2988 35412 SH SOLE 0 0 35412 iShares International Select Dividend ETF 464288448 41 1425 SH SOLE 0 0 1425 iShares Morningstar Small-Cap Growth ETF 464288604 6 35 SH SOLE 0 0 35 iShares MSCI ACWI ex US ETF ETF 464288240 80 1910 SH SOLE 0 0 1910 iShares MSCI Emerging Markets ETF 464287234 39 1002 SH SOLE 0 0 1002 iShares MSCI EmrgMkts MinVolatility ETF 464286533 14 245 SH SOLE 0 0 245 iShares MSCI Glbl Agriculture Producers ETF 464286350 2 96 SH SOLE 0 0 96 iShares MSCI Global Gold Miners ETF 46434G855 30 1863 SH SOLE 0 0 1863 iShares MSCI KLD 400 Social ETF ETF 464288570 135 1450 SH SOLE 0 0 1450 Ishares Nasdaq Biotechnology ETF 464287556 12 125 SH SOLE 0 0 125 iShares Russell 1000 Growth ETF 464287614 4 28 SH SOLE 0 0 28 iShares Russell 1000 Value ETF 464287598 2 19 SH SOLE 0 0 19 iShares Russell 2000 ETF 464287655 120 895 SH SOLE 0 0 895 iShares Russell 2000 Growth Index Fund ETF 464287648 29 171 SH SOLE 0 0 171 iShares Russell 3000 ETF 464287689 1444 9828 SH SOLE 0 0 9828 iShares Russell Mid-Cap Value ETF 464287473 4 48 SH SOLE 0 0 48 iShares S&P 100 Index Fund CBOE ETF 464287101 128 1148 SH SOLE 0 0 1148 iShares S&P 500 Growth ETF 464287309 189 1252 SH SOLE 0 0 1252 iShares S&P 500 Value ETF ETF 464287408 5 50 SH SOLE 0 0 50 Ishares S&P GSCI Commodity-Indexed Trust ETF 46428R107 11 775 SH SOLE 0 0 775 iShares S&P MidCap 400 Growth ETF 464287606 4 19 SH SOLE 0 0 19 iShares S&P Small-Cap 600 Growth ETF 464287887 4 25 SH SOLE 0 0 25 iShares Select Dividend ETF 464287168 53 588 SH SOLE 0 0 588 Ishares Silver Trust ETF 46428Q109 88 6053 SH SOLE 0 0 6053 iShares Tr MSCI USA MinVolatility ETF 46429B697 19610 374243 SH SOLE 0 0 374243 iShares US Aerospace & Defense ETF 464288760 10 56 SH SOLE 0 0 56 iShares US Home Construction ETF 464288752 6 200 SH SOLE 0 0 200 Johnson and Johnson COM 478160104 66 510 SH SOLE 0 0 510 Johnson Controls Inc COM G51502105 0 9 SH SOLE 0 0 9 JPMorgan Chase & Co COM 46625H100 8 82 SH SOLE 0 0 82 JPMorgan Ultra-Short Income ETF ETF 46641Q837 1872 37334 SH SOLE 0 0 37334 Kimberly-Clark Corp COM 494368103 1 10 SH SOLE 0 0 10 Kohl s Corp COM 500255104 0 7 SH SOLE 0 0 7 Lexington Realty Trust PFD CONV SER C 529043309 25 500 SH SOLE 0 0 500 Lockheed Martin Corp COM 539830109 213 814 SH SOLE 0 0 814 lowes companies incorporated COM 548661107 3 30 SH SOLE 0 0 30 Lumber Liquidators Holdings Inc COM 55003T107 1 100 SH SOLE 0 0 100 Magellan Midstream Partners L.P. COM 559080106 17 300 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 22 395 SH SOLE 0 0 395 Market Vectors Gold Miners ETF ETF 92189F106 614 29095 SH SOLE 0 0 29095 Market Vectors Junior Gold Miners ETF ETF 92189F791 9 300 SH SOLE 0 0 300 MasterCard Inc COM 57636Q104 9 50 SH SOLE 0 0 50 Materials Select Sector SPDRA ETF 81369Y100 1 18 SH SOLE 0 0 18 McCormick & Company Inc COM 579780206 989 7102 SH SOLE 0 0 7102 McCormick & Company Inc COM 579780107 449 3236 SH SOLE 0 0 3236 McDonald s Corp COM 580135101 12 70 SH SOLE 0 0 70 Medtronic Inc COM G5960L103 1 9 SH SOLE 0 0 9 MERCK & CO. INC. COM 58933Y105 95 1246 SH SOLE 0 0 1246 MetLife Inc COM 59156R108 4 93 SH SOLE 0 0 93 Microsoft Corp COM 594918104 338 3324 SH SOLE 0 0 3324 Morgan Stanley COM 617446448 4 100 SH SOLE 0 0 100 Myriad Genetics Inc COM 62855J104 1 37 SH SOLE 0 0 37 NETFLIX INC. COM 64110L106 11 41 SH SOLE 0 0 41 New Age Beverages Corp COM 64157V108 1 100 SH SOLE 0 0 100 Newmont Mining Corp COM 651639106 112 3220 SH SOLE 0 0 3220 NIKE INC COM 654106103 2 25 SH SOLE 0 0 25 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 4 15 SH SOLE 0 0 15 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 13 245 SH SOLE 0 0 245 Nutanix Inc COM 67059N108 8 200 SH SOLE 0 0 200 Nutrien Ltd COM 67077M108 203 4312 SH SOLE 0 0 4312 Nuveen MD Premium Income Muni Common COM 67061Q107 15 1310 SH SOLE 0 0 1310 Nvent Electric Plc Shs SHS G6700G107 0 2 SH SOLE 0 0 2 Omega Healthcare Investors Inc COM 681936100 13 384 SH SOLE 0 0 384 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 3 77 SH SOLE 0 0 77 PepsiCo Inc COM 713448108 3 28 SH SOLE 0 0 28 Pfizer Inc COM 717081103 13 300 SH SOLE 0 0 300 PIMCO 1-3 Year US Treasury Index ETF ETF 72201R106 56 1120 SH SOLE 0 0 1120 PIMCO Enhanced Short Maturity ETF ETF 72201R833 7275 72065 SH SOLE 0 0 72065 PNC Financial Services Group Inc COM 693475105 36 308 SH SOLE 0 0 308 PowerShares Cleantech ETF 46137V407 0 5 SH SOLE 0 0 5 PowerShares DB Commodity Index Tracking ETF 46138B103 4 300 SH SOLE 0 0 300 PowerShares Insured National Muni Bond ETF 46138E537 1 50 SH SOLE 0 0 50 PowerShares S&P Intl Dev Low Volatil ETF ETF 46138E230 3 99 SH SOLE 0 0 99 PPL Corp COM 69351T106 26 929 SH SOLE 0 0 929 Procter & Gamble Co COM 742718109 2 25 SH SOLE 0 0 25 Prologis Inc COM 74340W103 1 18 SH SOLE 0 0 18 ProShares Short S&P500 ETF 74347B425 75 2383 SH SOLE 0 0 2383 Prothena Corp PLC SHS G72800108 0 1 SH SOLE 0 0 1 Prudential Financial Inc COM 744320102 4 44 SH SOLE 0 0 44 Pure Storage Inc COM 74624M102 18 1150 SH SOLE 0 0 1150 Qorvo Inc COM 74736K101 6 100 SH SOLE 0 0 100 Ramco-Gershenson Properties Trust PERP PFD-D CV 74971D200 25 500 SH SOLE 0 0 500 Real Estate Select Sector SPDR ETF 81369Y860 0 2 SH SOLE 0 0 2 Reality Shs Etf Tr Nsd Nxgn Eco Etf ETF 75605A702 1 42 SH SOLE 0 0 42 Realty Income Corp COM 756109104 25 400 SH SOLE 0 0 400 Rockwell Automation Inc COM 773903109 37 248 SH SOLE 0 0 248 Royal Dutch Shell PLC ADR 780259206 4 62 SH SOLE 0 0 62 SALESFORCE COM COMPANY COM 79466L302 2 16 SH SOLE 0 0 16 Schlumberger NV COM 806857108 6 165 SH SOLE 0 0 165 Schwab Emerging Markets Equity ETF ETF 808524706 9 371 SH SOLE 0 0 371 Schwab Fundamental US Small Company ETF ETF 808524763 1 26 SH SOLE 0 0 26 Schwab US Large-Cap Growth ETF ETF 808524300 21 302 SH SOLE 0 0 302 ServiceNow Inc COM 81762P102 2 13 SH SOLE 0 0 13 Snap Inc Cl A COM 83304A106 1 100 SH SOLE 0 0 100 Sony Corp ADR 835699307 3 67 SH SOLE 0 0 67 Southwest Airlines Co COM 844741108 6 120 SH SOLE 0 0 120 SPDR Gold Shares ETF 78463V107 8 65 SH SOLE 0 0 65 SPDR S&P 500 ETF ETF 78462F103 38350 153447 SH SOLE 0 0 153447 SPDR S&P Dividend ETF ETF 78464A763 5788 64653 SH SOLE 0 0 64653 SPDR S&P MidCap 400 ETF 78467Y107 1514 5001 SH SOLE 0 0 5001 Splunk Inc COM 848637104 8 75 SH SOLE 0 0 75 Starbucks Corp COM 855244109 45 693 SH SOLE 0 0 693 Starwood Property Trust Inc. COM 85571B105 4 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 7 200 SH SOLE 0 0 200 STMicroelectronics NV COM 861012102 1 80 SH SOLE 0 0 80 Stratasys Ltd SHS M85548101 1 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 46 1384 SH SOLE 0 0 1384 SunCoke Energy Inc COM 86722A103 1 119 SH SOLE 0 0 119 T. Rowe Price Group Inc COM 74144T108 85 918 SH SOLE 0 0 918 Tableau Software Inc COM 87336U105 2 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 1 10 SH SOLE 0 0 10 Technology Select Sector SPDRA ETF 81369Y803 9 146 SH SOLE 0 0 146 Teradyne Inc COM 880770102 1 40 SH SOLE 0 0 40 TESLA MTRS INC COM 88160R101 3 10 SH SOLE 0 0 10 Teva Pharmaceutical Industries Ltd ADR 881624209 1 68 SH SOLE 0 0 68 Texas Instruments Inc COM 882508104 47 500 SH SOLE 0 0 500 Thor Industries Inc COM 885160101 17 334 SH SOLE 0 0 334 UNDER ARMOUR INC. COM 904311107 28 1608 SH SOLE 0 0 1608 UNDER ARMOUR INC-CLASS C COM 904311206 29 1800 SH SOLE 0 0 1800 United Parcel Service Inc (UPS) COM 911312106 2 25 SH SOLE 0 0 25 United Technologies Corporation COM 913017109 20 187 SH SOLE 0 0 187 UnitedHealth Group Inc COM 91324P102 27 108 SH SOLE 0 0 108 Valero Energy Corp COM 91913Y100 2 25 SH SOLE 0 0 25 Vanguard European Stock Index ETF ETF 922042874 8 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 39 1039 SH SOLE 0 0 1039 Vanguard Growth ETF ETF 922908736 3 23 SH SOLE 0 0 23 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 8542 109602 SH SOLE 0 0 109602 Vanguard Total Stock Market ETF ETF 922908769 93 726 SH SOLE 0 0 726 Vanguard Value ETF ETF 922908744 8 79 SH SOLE 0 0 79 Verizon Communications Inc COM 92343V104 142 2526 SH SOLE 0 0 2526 Viacom Inc COM 92553P201 12 475 SH SOLE 0 0 475 Visa Inc COM 92826C839 10 76 SH SOLE 0 0 76 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 WalMart Stores Inc COM 931142103 35 380 SH SOLE 0 0 380 Washington REIT COM 939653101 12 500 SH SOLE 0 0 500 Wheeler Real Estate Investment Trust Inc CV PFD SER 963025309 12 1600 SH SOLE 0 0 1600 WisdomTree Dividend ex-Financials ETF 97717W406 5316 69058 SH SOLE 0 0 69058 WisdomTree India Earnings ETF ETF 97717W422 984 39695 SH SOLE 0 0 39695 WisdomTree US MidCap Dividend ETF ETF 97717W505 13 398 SH SOLE 0 0 398 WisdomTree US SmallCap Earnings ETF ETF 97717W562 0 15 SH SOLE 0 0 15 Xcel Energy Inc COM 98389B100 32 658 SH SOLE 0 0 658 XPO Logistics Inc COM 983793100 6 100 SH SOLE 0 0 100 Yamana Gold Inc COM 98462Y100 19 8000 SH SOLE 0 0 8000