Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 6, 2021. Long positions only.
- Positions
- 290
- No 13F data for Q4 2020
- Portfolio value
- $198.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 100 | $8.00K | <0.1% | – | – | History |
| MSMorgan Stanley | Stock | 100 | $8.00K | <0.1% | – | – | History |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 115 | $8.00K | <0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 17 | $9.00K | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 140 | $9.00K | <0.1% | – | – | History |
| WisdomTree Tr97717W778 | INTL MIDCAP DV | 132 | $9.00K | <0.1% | – | – | – |
| HRBH&R Block Inc | COM | 406 | $9.00K | <0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 65 | $10.0K | <0.1% | – | – | History |
| SCCOSouthern Copper Corp | Stock | 150 | $10.0K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 197 | $10.0K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 200 | $10.0K | <0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $10.0K | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $10.0K | <0.1% | – | – | – |
| DPZDominos Pizza Inc | COM | 27 | $10.0K | <0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $10.0K | <0.1% | – | – | History |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 900 | $10.0K | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 208 | $11.0K | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 50 | $11.0K | <0.1% | – | – | History |
| DEDeere & Co | Stock | 29 | $11.0K | <0.1% | – | – | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 35 | $11.0K | <0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 175 | $11.0K | <0.1% | – | – | History |
| MASIMasimo Corp | COM | 50 | $11.0K | <0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $12.0K | <0.1% | – | – | History |
| PEverpure, Inc. | CL A | 575 | $12.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 650 | $12.0K | <0.1% | – | – | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $12.0K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 102 | $13.0K | <0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 133 | $13.0K | <0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 52 | $13.0K | <0.1% | – | – | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 300 | $13.0K | <0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 30 | $14.0K | <0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $14.0K | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 200 | $14.0K | <0.1% | – | – | History |
| RTXRTX Corp | Stock | 187 | $14.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $14.0K | <0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $14.0K | <0.1% | – | – | – |
| SRCLStericycle Inc | COM | 200 | $14.0K | <0.1% | – | – | History |
| ZNGAZynga Inc | CL A | 1,333 | $14.0K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 60 | $15.0K | <0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $15.0K | <0.1% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $15.0K | <0.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $15.0K | <0.1% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $15.0K | <0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $15.0K | <0.1% | – | – | – |
| DELLDell Technologies Inc. | Stock | 185 | $16.0K | <0.1% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 11 | $16.0K | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 8 | $17.0K | <0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 8 | $17.0K | <0.1% | – | – | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $17.0K | <0.1% | – | – | – |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $17.0K | <0.1% | – | – | – |
| MAMastercard Inc | Stock | 50 | $18.0K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 76 | $18.0K | <0.1% | – | – | History |
| SOHOSotherly Hotels Inc. | COM | 5,291 | $18.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 100 | $19.0K | <0.1% | – | – | – |
| CHDNChurchill Downs Inc | COM | 85 | $19.0K | <0.1% | – | – | History |
| Nuveen Maryland QLT Mun Inc67061Q107 | COM | 1,310 | $19.0K | <0.1% | – | – | – |
| DGDollar General Corp | COM | 100 | $20.0K | <0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 279 | $21.0K | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 134 | $22.0K | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 230 | $23.0K | <0.1% | – | – | History |
| LEGLeggett & Platt Inc | Stock | 500 | $23.0K | <0.1% | – | – | History |
| UAAUnder Armour, Inc. | Stock | 1,048 | $23.0K | <0.1% | – | – | History |
| EXCExelon Corp | Stock | 516 | $23.0K | <0.1% | – | – | History |
| UAUnder Armour, Inc. | CL C | 1,271 | $23.0K | <0.1% | – | – | History |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 381 | $23.0K | <0.1% | – | – | – |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $23.0K | <0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 75 | $24.0K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 2,000 | $25.0K | <0.1% | – | – | History |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 667 | $25.0K | <0.1% | – | – | – |
| SNPSSynopsys Inc | COM | 100 | $25.0K | <0.1% | – | – | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $25.0K | <0.1% | – | – | – |
| MAINMain Street Capital CORP | CEF | 700 | $27.0K | <0.1% | – | – | History |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 500 | $27.0K | <0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 124 | $28.0K | <0.1% | – | – | History |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $28.0K | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 543 | $29.0K | <0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 44 | $29.0K | <0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $31.0K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 117 | $32.0K | <0.1% | – | – | History |
| iShares Tr464288521 | CRE U S REIT ETF | 610 | $32.0K | <0.1% | – | – | – |
| FDXFedEx Corp | Stock | 120 | $34.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 870 | $34.0K | <0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 307 | $35.0K | <0.1% | – | – | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $35.0K | <0.1% | – | – | – |
| ALGNAlign Technology Inc | COM | 65 | $35.0K | <0.1% | – | – | History |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $35.0K | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 489 | $38.0K | <0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $38.0K | <0.1% | – | – | – |
| CDKCDK Global, Inc. | COM | 699 | $38.0K | <0.1% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $39.0K | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 205 | $39.0K | <0.1% | – | – | History |
| STSensata Technologies Holding plc | SHS | 665 | $39.0K | <0.1% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 167 | $39.0K | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 375 | $41.0K | <0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 193 | $43.0K | <0.1% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $43.0K | <0.1% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $43.0K | <0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 658 | $44.0K | <0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 365 | $44.0K | <0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 423 | $45.0K | <0.1% | – | – | History |