Skip to main content
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
GLDSPDR Gold TrustETF55$9.00K<0.1%−10−15.4%ReducedHistory
NKENIKE, Inc.Stock61$9.00K<0.1%+10+19.6%AddedHistory
AMDAdvanced Micro Devices IncStock100$9.00K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock100$9.00K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock140$9.00K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W778INTL MIDCAP DV132$9.00K<0.1%00.0%Unchanged–
LUVSouthwest Airlines CoCOM175$9.00K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock200$10.0K<0.1%00.0%UnchangedHistory
DEDeere & CoStock29$10.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF194$10.0K<0.1%00.0%Unchanged–
CHDNChurchill Downs IncCOM50$10.0K<0.1%−35−41.2%ReducedHistory
HRBH&R Block IncCOM406$10.0K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999380$10.0K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$11.0K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR50$11.0K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$11.0K<0.1%00.0%UnchangedConverted for a 6-for-1 split–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$11.0K<0.1%00.0%Unchanged–
PEverpure, Inc.CL A575$11.0K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock197$12.0K<0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$12.0K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock133$13.0K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock52$13.0K<0.1%00.0%UnchangedHistory
DPZDominos Pizza IncCOM27$13.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V621FINL PFD ETF650$13.0K<0.1%00.0%Unchanged–
WMWaste Management IncStock102$14.0K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock30$14.0K<0.1%00.0%UnchangedHistory
SWBISmith & Wesson Brands, Inc.COM400$14.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$14.0K<0.1%00.0%Unchanged–
iShares Tr464287630RUS 2000 VAL ETF85$14.0K<0.1%00.0%Unchanged–
SRCLStericycle IncCOM200$14.0K<0.1%00.0%UnchangedHistory
Wheeler Real Estate Investment Trust, Inc.963025309CPR900$14.0K<0.1%00.0%Unchanged–
ZNGAZynga IncCL A1,333$14.0K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock60$15.0K<0.1%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$15.0K<0.1%00.0%Unchanged–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP300$15.0K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock100$16.0K<0.1%+100NewHistory
ORCLOracle CorpStock200$16.0K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock187$16.0K<0.1%00.0%UnchangedHistory
iShares Inc464286533MSCI EMERG MRKT245$16.0K<0.1%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF158$16.0K<0.1%00.0%Unchanged–
iShares Tr464287150CORE S&P TTL STK161$16.0K<0.1%00.0%Unchanged–
SOHOSotherly Hotels Inc.COM5,291$16.0K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$17.0K<0.1%00.0%Unchanged–
CATCaterpillar IncStock76$17.0K<0.1%00.0%UnchangedHistory
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF57$17.0K<0.1%00.0%Unchanged–
CMGChipotle Mexican Grill IncCOM11$17.0K<0.1%00.0%UnchangedHistory
iShares Tr464288752US HOME CONS ETF250$17.0K<0.1%00.0%Unchanged–
MAMastercard IncStock50$18.0K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock185$18.0K<0.1%00.0%UnchangedHistory
SPCEVirgin Galactic Holdings, IncCOM401$18.0K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$19.0K<0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock8$20.0K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock8$20.0K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock452$20.0K<0.1%−64−12.4%ReducedHistory
ACNAccenture plcStock75$22.0K<0.1%−42−35.9%ReducedHistory
UAAUnder Armour, Inc.Stock1,048$22.0K<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM100$22.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF100$22.0K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock281$23.0K<0.1%+2+0.7%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF187$24.0K<0.1%+187New–
UAUnder Armour, Inc.CL C1,271$24.0K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33733A102CHINDIA ETF381$24.0K<0.1%00.0%Unchanged–
LXP.PCLXP Industrial TrustPREFERRED400$24.0K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock230$25.0K<0.1%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock134$25.0K<0.1%00.0%UnchangedHistory
LEGLeggett & Platt IncStock500$26.0K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV216$26.0K<0.1%00.0%Unchanged–
Motley Fool Small-Cap Growth ETF74933W874ETF667$27.0K<0.1%00.0%Unchanged–
NOCNorthrop Grumman CorpStock75$27.0K<0.1%00.0%UnchangedHistory
iShares Inc46434G780MSCI SINGPOR ETF1,200$28.0K<0.1%00.0%Unchanged–
SNPSSynopsys IncCOM100$28.0K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock124$29.0K<0.1%00.0%UnchangedHistory
MAINMain Street Capital CORPCEF700$29.0K<0.1%00.0%UnchangedHistory
Ramco-Gershenson Properties Trust74971D200PERP PFD-D CV500$29.0K<0.1%00.0%Unchanged–
FDXFedEx CorpStock100$30.0K<0.1%−20−16.7%ReducedHistory
FFord Motor CoStock2,000$30.0K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock155$30.0K<0.1%−50−24.4%ReducedHistory
CMCSAComcast CorpStock543$31.0K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock45$31.0K<0.1%+1+2.3%AddedHistory
HLTHilton Worldwide Holdings Inc.COM255$31.0K<0.1%00.0%UnchangedHistory
Yamana Gold Inc98462Y100COM8,000$34.0K<0.1%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF307$35.0K<0.1%00.0%Unchanged–
CDKCDK Global, Inc.COM699$35.0K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock870$36.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF395$36.0K<0.1%00.0%Unchanged–
iShares Tr464288521CRE U S REIT ETF610$36.0K<0.1%00.0%Unchanged–
STSensata Technologies Holding plcSHS665$39.0K<0.1%00.0%UnchangedHistory
ALGNAlign Technology IncCOM65$40.0K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF359$41.0K<0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF96$41.0K<0.1%00.0%Unchanged–
ABTAbbott LaboratoriesStock365$42.0K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM167$42.0K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$43.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock511$43.0K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF193$44.0K<0.1%00.0%Unchanged–
iShares Tr464288687PFD AND INCM SEC1,125$44.0K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock333$47.0K<0.1%+2+0.6%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO515$50.0K<0.1%+465+930.0%Added–
PLDPrologis, Inc.REIT423$51.0K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock200$52.0K<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%–