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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 1, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
292
+2 vs. Q1 2021
Portfolio value
$208.8M
+$9.99M (+5.0%) vs. Q1 2021
Filed
Jul 1, 2021
SEC
Holdings of Lowe Wealth Advisors, LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$00.0%00.0%Unchanged–
SLBSLB LimitedStock15$00.0%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock1$00.0%00.0%UnchangedHistory
KSSKOHLS CorpStock7$00.0%00.0%UnchangedHistory
Schwab Strategic Tr808524789FUNDAMENTAL US B5$00.0%00.0%Unchanged–
VSHVishay Intertechnology IncCOM15$00.0%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS1$00.0%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$00.0%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR1$00.0%00.0%UnchangedHistory
NVTnVent Electric plcSHS2$00.0%00.0%UnchangedHistory
GRPNGroupon, Inc.COM NEW4$00.0%00.0%UnchangedHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
CFMSConformis IncCOM140$00.0%00.0%UnchangedHistory
DSDrive Shack Inc.COM100$00.0%00.0%UnchangedHistory
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
MNKTQKeenova Therapeutics plcStock1$00.0%00.0%UnchangedHistory
MDTMedtronic plcStock9$1.00K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock10$1.00K<0.1%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock50$1.00K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock14$1.00K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock45$1.00K<0.1%+45NewHistory
JCIJohnson Controls International plcStock9$1.00K<0.1%00.0%UnchangedHistory
SRESempraStock11$1.00K<0.1%00.0%UnchangedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT4$1.00K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$1.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1.00K<0.1%00.0%Unchanged–
JAZZJazz Pharmaceuticals plcSHS USD3$1.00K<0.1%+3NewHistory
NTRNutrien Ltd.COM12$1.00K<0.1%00.0%UnchangedHistory
ARNCArconic CorpCOM25$1.00K<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM200$1.00K<0.1%00.0%UnchangedHistory
ETF Managers Tr26924G508ETFMG ALTR HRVST57$1.00K<0.1%−26−31.3%Reduced–
GNOGGolden Nugget Online Gaming, Inc.COM CL A100$1.00K<0.1%00.0%UnchangedHistory
LACLithium Americas Corp.COM NEW100$1.00K<0.1%+100NewHistory
Royal Dutch Shell PLC780259107SPON ADR B15$1.00K<0.1%00.0%Unchanged–
TELTE Connectivity plcREG SHS10$1.00K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock18$2.00K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock25$2.00K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock24$2.00K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR21$2.00K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock30$2.00K<0.1%00.0%UnchangedHistory
JWNNordstrom IncStock45$2.00K<0.1%00.0%UnchangedHistory
Fidelity MSCI Energy Index ETF316092402ETF110$2.00K<0.1%00.0%Unchanged–
LULUlululemon athletica inc.Stock5$2.00K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock8$2.00K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$2.00K<0.1%00.0%Unchanged–
TFCTruist Financial CorpCOM30$2.00K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM36$2.00K<0.1%+11+44.0%AddedHistory
PGProcter & Gamble CoStock25$3.00K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock96$3.00K<0.1%00.0%UnchangedConverted for a 3-for-1 splitHistory
BF.BBrown Forman CorpStock45$3.00K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF11$3.00K<0.1%00.0%Unchanged–
Fidelity MSCI Health Care Index ETF316092600ETF50$3.00K<0.1%00.0%Unchanged–
AXPAmerican Express CoStock20$3.00K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock100$3.00K<0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF44$3.00K<0.1%00.0%Unchanged–
AOUTAmerican Outdoor Brands, Inc.COM99$3.00K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM12$3.00K<0.1%00.0%UnchangedHistory
MNKDMannkind CorpCOM NEW500$3.00K<0.1%00.0%UnchangedHistory
Churchill Capital Corp IV171439102CL A100$3.00K<0.1%+20+25.0%Added–
WOLFWolfspeed, Inc.COM32$3.00K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoCOM245$3.00K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock75$4.00K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock28$4.00K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF13$4.00K<0.1%00.0%Unchanged–
RGRSturm Ruger & Co IncStock50$4.00K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock100$4.00K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock70$4.00K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF14$4.00K<0.1%00.0%Unchanged–
ACADAcadia Pharmaceuticals IncCOM180$4.00K<0.1%00.0%UnchangedHistory
BAHBooz Allen Hamilton Holding CorpCL A51$4.00K<0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH25$4.00K<0.1%00.0%Unchanged–
iShares Tr464288174GL TIMB FORE ETF50$4.00K<0.1%00.0%Unchanged–
iShares Inc464286350MSCI AGR PRO ETF96$4.00K<0.1%00.0%Unchanged–
JOANJOANN Inc.COM265$4.00K<0.1%+265NewHistory
LLLL Flooring Holdings, Inc.COM200$4.00K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock25$5.00K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR100$5.00K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock33$5.00K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF63$5.00K<0.1%00.0%Unchanged–
iShares Global Clean Energy ETF464288224ETF220$5.00K<0.1%−20,715−98.9%Reduced–
PNRPENTAIR plcSHS77$5.00K<0.1%00.0%UnchangedHistory
STWDStarwood Property Trust, Inc.COM180$5.00K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT30$5.00K<0.1%00.0%Unchanged–
AMCAMC Entertainment Holdings, Inc.CL A COM80$5.00K<0.1%−20−20.0%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF85$6.00K<0.1%00.0%Unchanged–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF72$6.00K<0.1%00.0%Unchanged–
Kraneshares Trust500767678GLOBAL CARB STRA175$6.00K<0.1%+175New–
AZNAstraZeneca PLCSPONSORED ADR100$6.00K<0.1%00.0%UnchangedHistory
MASIMasimo CorpCOM25$6.00K<0.1%−25−50.0%ReducedHistory
SPLKSplunk IncCOM40$6.00K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF46$7.00K<0.1%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7.00K<0.1%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF180$7.00K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$7.00K<0.1%00.0%Unchanged–
AUPHAurinia Pharmaceuticals Inc.COM531$7.00K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock200$8.00K<0.1%00.0%UnchangedHistory
DJPBarclays Bank PLCDJUBS CMDT ETN36310$8.00K<0.1%00.0%UnchangedHistory
MEDMedifast IncCOM30$8.00K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV115$8.00K<0.1%00.0%Unchanged–
NFLXNetflix IncStock17$9.00K<0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (7)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
Nuveen Maryland QLT Mun Inc67061Q107COM1,310$19.0K<0.1%–
SCCOSouthern Copper CorpStock150$10.0K<0.1%History
WisdomTree Tr97717W760INTL SMCAP DIV70$5.00K<0.1%–
GW Pharmaceuticals PLC36197T103ADS25$5.00K<0.1%–
Siren Nexgen Economy ETF829658202ETF42$2.00K<0.1%–
NUSNu Skin Enterprises, Inc.CL A6$00.0%History
Frontier Communications Corp35906A306Common Stock17$00.0%–