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 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 331 | $45.0K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 200 | $49.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 299 | $49.0K | <0.1% | – | – | – |
| BPBP PLC | ADR | 2,093 | $51.0K | <0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 200 | $51.0K | <0.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $52.0K | <0.1% | – | – | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $52.0K | <0.1% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $53.0K | <0.1% | – | – | – |
| GRMNGarmin Ltd | SHS | 400 | $53.0K | <0.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $54.0K | <0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $54.0K | <0.1% | – | – | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,963 | $54.0K | <0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $56.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $56.0K | <0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 960 | $59.0K | <0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 169 | $60.0K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 568 | $62.0K | <0.1% | – | – | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,400 | $64.0K | <0.1% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 248 | $66.0K | <0.1% | – | – | History |
| SLFSun Life Financial Inc | COM | 1,298 | $66.0K | <0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 1,524 | $69.0K | <0.1% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $75.0K | <0.1% | – | – | History |
| CVXChevron Corp | Stock | 738 | $77.0K | <0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 688 | $79.0K | <0.1% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 1,018 | $80.0K | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 215 | $80.0K | <0.1% | – | – | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $91.0K | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 312 | $92.0K | <0.1% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 2,909 | $96.0K | <0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 324 | $99.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 621 | $102.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 1,963 | $103.0K | 0.1% | – | – | History |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 2,495 | $108.0K | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,708 | $111.0K | 0.1% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 890 | $112.0K | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 616 | $114.0K | 0.1% | – | – | History |
| iShares S&P 100 ETF464287101 | ETF | 677 | $122.0K | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,350 | $123.0K | 0.1% | – | – | – |
| iShares Tr46434V696 | CORE MSCI PAC | 1,875 | $125.0K | 0.1% | – | – | – |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $130.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 622 | $132.0K | 0.1% | – | – | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $133.0K | 0.1% | – | – | – |
| HSYHershey Co | COM | 894 | $141.0K | 0.1% | – | – | History |
| SLViShares Silver Trust | ETF | 6,253 | $142.0K | 0.1% | – | – | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,550 | $146.0K | 0.1% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 860 | $148.0K | 0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 51 | $158.0K | 0.1% | – | – | History |
| NEMNEWMONT Corp | Stock | 3,220 | $194.0K | 0.1% | – | – | History |
| BMIBadger Meter Inc | COM | 2,082 | $194.0K | 0.1% | – | – | History |
| TAT&T Inc. | Stock | 6,628 | $201.0K | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 554 | $205.0K | 0.1% | – | – | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 7,285 | $208.0K | 0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 2,301 | $210.0K | 0.1% | – | – | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 12,552 | $210.0K | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $229.0K | 0.1% | – | – | History |
| PPLPPL Corp | COM | 8,069 | $233.0K | 0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,723 | $238.0K | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,570 | $270.0K | 0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $278.0K | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,584 | $312.0K | 0.2% | – | – | History |
| AEEAmeren Corp | COM | 4,138 | $337.0K | 0.2% | – | – | History |
| PWRQuanta Services, Inc. | COM | 3,855 | $339.0K | 0.2% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,766 | $364.0K | 0.2% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 4,002 | $380.0K | 0.2% | – | – | – |
| MKC.VMcCormick & Co Inc | COM VTG | 4,322 | $385.0K | 0.2% | – | – | History |
| iShares Global Clean Energy ETF464288224 | ETF | 20,935 | $509.0K | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,680 | $522.0K | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,820 | $665.0K | 0.3% | – | – | History |
| AAPLApple Inc. | Stock | 6,133 | $749.0K | 0.4% | – | – | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 30,330 | $956.0K | 0.5% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,635 | $1.13M | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 21,160 | $1.23M | 0.6% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 14,216 | $1.27M | 0.6% | – | – | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 5,356 | $1.27M | 0.6% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 50,100 | $1.60M | 0.8% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,218 | $2.01M | 1.0% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 34,778 | $2.24M | 1.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 46,949 | $2.30M | 1.2% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 28,026 | $2.76M | 1.4% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 104,928 | $3.41M | 1.7% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 45,202 | $4.51M | 2.3% | – | – | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 88,335 | $4.90M | 2.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 110,212 | $7.94M | 4.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 181,380 | $9.21M | 4.6% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 98,252 | $10.0M | 5.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 146,787 | $12.1M | 6.1% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 871,395 | $14.2M | 7.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 300,632 | $20.8M | 10.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,938 | $23.0M | 11.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 147,223 | $58.3M | 29.3% | – | – | History |