Chief Compliance Officer

0001574010-20-000001.txt : 20200115 0001574010-20-000001.hdr.sgml : 20200115 20200114181004 ACCESSION NUMBER: 0001574010-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200115 DATE AS OF CHANGE: 20200114 EFFECTIVENESS DATE: 20200115 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: 20526939 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 12-31-2019 12-31-2019 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 01-14-2020 0 324 179967 false INFORMATION TABLE 2 lowe4q19.xml ABBOTT LABORATORIES COM 002824100 24 277 SH SOLE 0 0 277 Abbvie Inc COM 00287Y109 36 410 SH SOLE 0 0 410 Accenture PLC SHS G1151C101 25 117 SH SOLE 0 0 117 Advanced Battery Technologies Inc COM 00752H102 0 30 SH SOLE 0 0 30 Advanced Micro Devices Inc COM 007903107 9 190 SH SOLE 0 0 190 Aflac Inc COM 001055102 21 400 SH SOLE 0 0 400 Alcon Inc Ord Shs SHS H01301128 0 4 SH SOLE 0 0 4 Alibaba Group Holding Ltd Adr ADS 01609W102 8 36 SH SOLE 0 0 36 Align Technology Inc COM 016255101 18 65 SH SOLE 0 0 65 Alphabet Inc A COM 02079K305 11 8 SH SOLE 0 0 8 Alphabet Inc C COM 02079K107 11 8 SH SOLE 0 0 8 ALPS Alerian MLP ETF ETF 00162Q866 9 1099 SH SOLE 0 0 1099 Altria Group Inc COM 02209S103 10 200 SH SOLE 0 0 200 Amazon.com Inc COM 023135106 37 20 SH SOLE 0 0 20 Ameren Corp COM 023608102 318 4138 SH SOLE 0 0 4138 American Electric Power Co Inc COM 025537101 58 611 SH SOLE 0 0 611 American Express Co COM 025816109 2 20 SH SOLE 0 0 20 Ameriprise Financial Inc COM 03076C106 28 167 SH SOLE 0 0 167 AMGEN INC. COM 031162100 19 77 SH SOLE 0 0 77 Amphastar Pharmaceuticals Inc Del Com COM 03209R103 2 100 SH SOLE 0 0 100 Analog Devices Inc COM 032654105 5 45 SH SOLE 0 0 45 Annaly Capital Management Inc COM 035710409 2603 276303 SH SOLE 0 0 276303 Ansys Inc COM 03662Q105 1 4 SH SOLE 0 0 4 APPLE INC. COM 037833100 462 1572 SH SOLE 0 0 1572 Aqua Metals Inc COM 03837J101 1 755 SH SOLE 0 0 755 Archer-Daniels Midland Co COM 039483102 1 30 SH SOLE 0 0 30 Arconic Inc COM 03965L100 234 7600 SH SOLE 0 0 7600 ASTRAZENECA PLC -SPONS ADR ADR 046353108 5 100 SH SOLE 0 0 100 AT&T Inc COM 00206R102 120 3073 SH SOLE 0 0 3073 Aurora Cannabis Inc COM 05156X108 1 250 SH SOLE 0 0 250 Autodesk Inc COM 052769106 1 5 SH SOLE 0 0 5 Automatic Data Processing COM 053015103 207 1215 SH SOLE 0 0 1215 Avago Technologies Ltd COM 11135F101 11 33 SH SOLE 0 0 33 Badger Meter Inc COM 056525108 272 4192 SH SOLE 0 0 4192 Bank of America Corporation COM 060505104 42 1197 SH SOLE 0 0 1197 Bausch Health Companies Inc COM 071734107 1 50 SH SOLE 0 0 50 Becton Dickinson & Co COM 075887109 16 60 SH SOLE 0 0 60 Berkshire Hathaway Inc COM 084670702 45 200 SH SOLE 0 0 200 Beyond Meat Inc COM 08862E109 238 3150 SH SOLE 0 0 3150 Blueprint Medicines Corp Com COM 09627Y109 1 10 SH SOLE 0 0 10 BP PLC ADR 055622104 61 1622 SH SOLE 0 0 1622 Brighthouse Finl Inc Com COM 10922N103 0 1 SH SOLE 0 0 1 BRISTOL MYERS SQUIBB CONTINGENT RTS RIGHT 110122157 0 15 SH SOLE 0 0 15 Bristol-Myers Squibb Company COM 110122108 1 15 SH SOLE 0 0 15 Broadridge Financial Solutions Inc COM 11133T103 61 491 SH SOLE 0 0 491 Brown-Forman Corp COM 115637209 3 45 SH SOLE 0 0 45 Canopy Growth Corp COM 138035100 3 150 SH SOLE 0 0 150 Cardinal Health Inc COM 14149Y108 4 70 SH SOLE 0 0 70 CATERPILLAR INC. 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COM 437076102 64 292 SH SOLE 0 0 292 Iac Interactivecorp Com COM 44919P508 0 2 SH SOLE 0 0 2 Illumina Inc COM 452327109 1 2 SH SOLE 0 0 2 Intuitive Surgical Inc COM 46120E602 1 2 SH SOLE 0 0 2 Invesco BLDRS Emerging Markets 50 ADR ADR 46090C305 10 227 SH SOLE 0 0 227 Invesco China Technology ETF ETF 46138E800 3 50 SH SOLE 0 0 50 Invesco Financial Preferred ETF ETF 46137V621 16 850 SH SOLE 0 0 850 Invesco QQQ Trust UNIT SER 1 46090E103 17572 82651 SH SOLE 0 0 82651 Ionis Pharmaceuticals Inc Com COM 462222100 1 10 SH SOLE 0 0 10 iPath DJ-UBS Commodity Index TR ETN ETN 06738C778 23 1010 SH SOLE 0 0 1010 iPath Bloomberg Cotton SubTR ETN ETN 06739H271 31 700 SH SOLE 0 0 700 Iqvia Hldgs Inc COM 46266C105 4 25 SH SOLE 0 0 25 iShares 0-5 Year High Yield Corp Bd ETF ETF 46434V407 59 1275 SH SOLE 0 0 1275 iShares 1-3 Year Treasury Bond ETF 464287457 53 625 SH SOLE 0 0 625 iShares 7-10 Year Treasury Bond ETF 464287440 26 240 SH SOLE 0 0 240 iShares Core Dividend Growth ETF 46434V621 11 270 SH SOLE 0 0 270 iShares Core MSCI EAFE ETF 46432F842 6865 105227 SH SOLE 0 0 105227 iShares Core MSCI Emerging Markets ETF 46434G103 1583 29448 SH SOLE 0 0 29448 iShares Core MSCI Europe ETF ETF 46434V738 12 250 SH SOLE 0 0 250 iShares Core MSCI Total Intl Stk ETF 46432F834 16 252 SH SOLE 0 0 252 iShares Core S&P 500 ETF 464287200 35 108 SH SOLE 0 0 108 iShares Core S&P Mid-Cap ETF 464287507 3 15 SH SOLE 0 0 15 iShares Core S&P Small-Cap ETF 464287804 29 340 SH SOLE 0 0 340 iShares Core S&P Total US Stock Mkt ETF 464287150 10 135 SH SOLE 0 0 135 iShares Core US Aggregate Bond ETF 464287226 143 1275 SH SOLE 0 0 1275 iShares Core US REIT ETF ETF 464288521 33 610 SH SOLE 0 0 610 iShares DJ US Total Market Index ETF 464287846 6036 37809 SH SOLE 0 0 37809 iShares Edge MSCI Multifactor Intl ETF ETF 46434V274 0 10 SH SOLE 0 0 10 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 10570 728962 SH SOLE 0 0 728962 iShares High Dividend ETF 46429B663 3341 34067 SH SOLE 0 0 34067 iShares International Preferred Stk ETF ETF 46429B135 8 500 SH SOLE 0 0 500 iShares International Select Dividend ETF 464288448 446 13290 SH SOLE 0 0 13290 iShares Morningstar Mid-Cap ETF ETF 464288208 32 155 SH SOLE 0 0 155 iShares Morningstar Small-Cap Growth ETF 464288604 7 35 SH SOLE 0 0 35 iShares MSCI ACWI ex US ETF ETF 464288240 94 1910 SH SOLE 0 0 1910 iShares MSCI EAFE ETF 464287465 3 44 SH SOLE 0 0 44 iShares MSCI Emerging Markets ETF 464287234 45 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 3 96 SH SOLE 0 0 96 iShares MSCI Global Gold Miners ETF 46434G855 47 1963 SH SOLE 0 0 1963 iShares MSCI KLD 400 Social ETF ETF 464288570 262 2183 SH SOLE 0 0 2183 Ishares Nasdaq Biotechnology ETF 464287556 3 25 SH SOLE 0 0 25 iShares Russell 1000 Growth ETF 464287614 2 13 SH SOLE 0 0 13 iShares Russell 2000 ETF 464287655 11 68 SH SOLE 0 0 68 iShares Russell 3000 ETF 464287689 1485 7880 SH SOLE 0 0 7880 iShares S&P 100 Index Fund CBOE ETF 464287101 112 777 SH SOLE 0 0 777 iShares S&P 500 Growth ETF 464287309 102 527 SH SOLE 0 0 527 iShares S&P 500 Value ETF ETF 464287408 7 50 SH SOLE 0 0 50 Ishares S&P GSCI Commodity-Indexed Trust ETF 46428R107 13 775 SH SOLE 0 0 775 iShares S&P MidCap 400 Growth ETF 464287606 5 19 SH SOLE 0 0 19 iShares S&P Small-Cap 600 Growth ETF 464287887 5 25 SH SOLE 0 0 25 iShares Select Dividend ETF 464287168 79 748 SH SOLE 0 0 748 Ishares Silver Trust ETF 46428Q109 101 6053 SH SOLE 0 0 6053 iShares Tr MSCI USA MinVolatility ETF 46429B697 24551 374246 SH SOLE 0 0 374246 iShares US Basic Materials ETF 464287838 11 112 SH SOLE 0 0 112 iShares US Home Construction ETF 464288752 9 200 SH SOLE 0 0 200 iShares US Real Estate ETF 464287739 15 158 SH SOLE 0 0 158 Johnson and Johnson COM 478160104 99 677 SH SOLE 0 0 677 Johnson Controls Inc COM G51502105 0 9 SH SOLE 0 0 9 JPMorgan Chase & Co COM 46625H100 33 236 SH SOLE 0 0 236 JPMorgan Ultra-Short Income ETF ETF 46641Q837 2853 56578 SH SOLE 0 0 56578 KeyCorp COM 493267108 9 425 SH SOLE 0 0 425 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 29 500 SH SOLE 0 0 500 Lockheed Martin Corp COM 539830109 353 906 SH SOLE 0 0 906 lowes companies incorporated COM 548661107 28 230 SH SOLE 0 0 230 Lululemon Athletica Inc Com Usd0.005 COM 550021109 1 3 SH SOLE 0 0 3 Lumber Liquidators Holdings Inc COM 55003T107 1 100 SH SOLE 0 0 100 Magellan Midstream Partners L.P. 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Com Eur0.000625 SHS L8681T102 1 5 SH SOLE 0 0 5 Starbucks Corp COM 855244109 61 695 SH SOLE 0 0 695 Starwood Property Trust Inc. COM 85571B105 4 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 13 200 SH SOLE 0 0 200 STMicroelectronics NV COM 861012102 2 80 SH SOLE 0 0 80 Stratasys Ltd COM M85548101 2 80 SH SOLE 0 0 80 Stryker Corporation COM 863667101 42 200 SH SOLE 0 0 200 STURM RUGER AND CO INC COM 864159108 2 50 SH SOLE 0 0 50 Sun Life Financial Inc COM 866796105 59 1290 SH SOLE 0 0 1290 SunCoke Energy Inc COM 86722A103 1 119 SH SOLE 0 0 119 Synopsys Inc COM 871607107 0 3 SH SOLE 0 0 3 T. Rowe Price Group Inc COM 74144T108 112 920 SH SOLE 0 0 920 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 7 76 SH SOLE 0 0 76 Telefonaktiebolaget L M Ericsson ADR 294821608 1 75 SH SOLE 0 0 75 Teradyne Inc COM 880770102 3 40 SH SOLE 0 0 40 TESLA MTRS INC COM 88160R101 2 5 SH SOLE 0 0 5 Teva Pharmaceutical Industries Ltd ADR 881624209 1 68 SH SOLE 0 0 68 Texas Instruments Inc COM 882508104 51 400 SH SOLE 0 0 400 Thor Industries Inc COM 885160101 25 334 SH SOLE 0 0 334 Truist Finl Corp Com COM 89832Q109 7 130 SH SOLE 0 0 130 Twitter Inc COM 90184L102 0 12 SH SOLE 0 0 12 Ulta Salon Cosmetics & Fragrance Inc COM 90384S303 3 11 SH SOLE 0 0 11 UNDER ARMOUR INC. COM 904311107 35 1608 SH SOLE 0 0 1608 UNDER ARMOUR INC-CLASS C COM 904311206 35 1799 SH SOLE 0 0 1799 United Parcel Service Inc (UPS) COM 911312106 3 25 SH SOLE 0 0 25 United Technologies Corporation COM 913017109 28 187 SH SOLE 0 0 187 UnitedHealth Group Inc COM 91324P102 24 81 SH SOLE 0 0 81 Utilities SPDR ETF ETF 81369Y886 11 167 SH SOLE 0 0 167 Valero Energy Corp COM 91913Y100 2 25 SH SOLE 0 0 25 Vanguard European Stock Index ETF ETF 922042874 10 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 41 929 SH SOLE 0 0 929 Vanguard Growth ETF ETF 922908736 18 98 SH SOLE 0 0 98 Vanguard Health Care ETF ETF 92204A504 20 105 SH SOLE 0 0 105 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 9754 120376 SH SOLE 0 0 120376 Vanguard Total Stock Market ETF ETF 922908769 119 726 SH SOLE 0 0 726 Vanguard Value ETF ETF 922908744 9 79 SH SOLE 0 0 79 Verizon Communications Inc COM 92343V104 161 2615 SH SOLE 0 0 2615 VIACOMCBS CL B ORD COM 92556H206 64 1524 SH SOLE 0 0 1524 Virgin Galactic Holdings Inc COM 92766K106 1 59 SH SOLE 0 0 59 Visa Inc COM 92826C839 30 161 SH SOLE 0 0 161 VISHAY INTERTECHNOLOGY INC COM 928298108 0 15 SH SOLE 0 0 15 Vodafone Group PLC ADR 92857W308 1 40 SH SOLE 0 0 40 Wal-Mart Stores Inc COM 931142103 58 488 SH SOLE 0 0 488 Washington REIT COM 939653101 12 400 SH SOLE 0 0 400 Waste Management Inc COM 94106L109 12 102 SH SOLE 0 0 102 Wayfair Inc Cl A COM 94419L101 1 9 SH SOLE 0 0 9 Welltower Inc Com COM 95040Q104 14 177 SH SOLE 0 0 177 Westinghouse Air Brake Technologies Corp COM 929740108 0 1 SH SOLE 0 0 1 Wheeler Real Estate Investment Trust Inc CV PFD SER 963025309 18 1600 SH SOLE 0 0 1600 WisdomTree Dividend ex-Financials ETF 97717W406 5797 62675 SH SOLE 0 0 62675 WisdomTree Europe SmallCap Dividend ETF ETF 97717W869 12 185 SH SOLE 0 0 185 WisdomTree India Earnings ETF ETF 97717W422 1009 40555 SH SOLE 0 0 40555 WisdomTree International MidCap Div ETF ETF 97717W778 9 132 SH SOLE 0 0 132 WisdomTree International SmallCp Div ETF ETF 97717W760 12 170 SH SOLE 0 0 170 WisdomTree US High Dividend ETF ETF 97717W208 8 99 SH SOLE 0 0 99 WisdomTree US MidCap Dividend ETF ETF 97717W505 15 398 SH SOLE 0 0 398 WisdomTree US Quality Sharehld Yld ETF ETF 97717W547 5 56 SH SOLE 0 0 56 Workday Inc Com Usd0.001 Cl A COM 98138H101 1 5 SH SOLE 0 0 5 Xcel Energy Inc COM 98389B100 42 658 SH SOLE 0 0 658 Xilinx Inc COM 983919101 1 10 SH SOLE 0 0 10 Yamana Gold Inc COM 98462Y100 32 8000 SH SOLE 0 0 8000 Zillow Group Inc COM 98954M101 2 50 SH SOLE 0 0 50 Zoetis Inc Class A COM 98978V103 1 5 SH SOLE 0 0 5