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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 5, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
299
+7 vs. Q2 2021
Portfolio value
$210.9M
+$2.02M (+1.0%) vs. Q2 2021
Filed
Oct 5, 2021
SEC
Holdings of Lowe Wealth Advisors, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GLDSPDR Gold TrustETF55$9.00K<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock61$9.00K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock200$9.00K<0.1%00.0%UnchangedHistory
DJPBarclays Bank PLCDJUBS CMDT ETN36310$9.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$9.00K<0.1%+115New–
Vanguard Malvern FDS922020805STRM INFPROIDX170$9.00K<0.1%+170New–
LUVSouthwest Airlines CoCOM175$9.00K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT60$9.00K<0.1%+30+100.0%Added–
Wheeler Real Estate Investment Trust, Inc.963025309CPR900$9.00K<0.1%00.0%Unchanged–
NFLXNetflix IncStock17$10.0K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$10.0K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock100$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–
PWRQuanta Services, Inc.COM90$10.0K<0.1%−3,800−97.7%ReducedHistory
iShares Tr464288604MRGSTR SM CP GR210$10.0K<0.1%00.0%Unchanged–
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
SPCEVirgin Galactic Holdings, IncCOM401$10.0K<0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF280$11.0K<0.1%+100+55.6%Added–
CSCOCisco Systems, Inc.Stock208$11.0K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock52$11.0K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$11.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$12.0K<0.1%00.0%Unchanged–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$12.0K<0.1%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM50$12.0K<0.1%00.0%UnchangedHistory
AUPHAurinia Pharmaceuticals Inc.COM531$12.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V621FINL PFD ETF650$12.0K<0.1%00.0%Unchanged–
MFLBlackRock Muniholdings Investment Quality FundCOM800$12.0K<0.1%+800NewHistory
DUKDuke Energy CORPStock133$13.0K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock197$13.0K<0.1%00.0%UnchangedHistory
Kraneshares Trust500767678GLOBAL CARB STRA325$13.0K<0.1%+150+85.7%Added–
DPZDominos Pizza IncCOM27$13.0K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF96$14.0K<0.1%+50+108.7%Added–
AVGOBroadcom Inc.Stock30$14.0K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A575$14.0K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF85$14.0K<0.1%00.0%Unchanged–
SRCLStericycle IncCOM200$14.0K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock102$15.0K<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–
CATCaterpillar IncStock76$15.0K<0.1%00.0%UnchangedHistory
iShares Inc464286533MSCI EMERG MRKT245$15.0K<0.1%00.0%Unchanged–
RTXRTX CorpStock187$16.0K<0.1%00.0%UnchangedHistory
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF57$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–
MAMastercard IncStock50$17.0K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$17.0K<0.1%00.0%Unchanged–
ORCLOracle CorpStock200$17.0K<0.1%00.0%UnchangedHistory
iShares Tr464288752US HOME CONS ETF250$17.0K<0.1%00.0%Unchanged–
DELLDell Technologies Inc.Stock185$19.0K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$19.0K<0.1%00.0%Unchanged–
NADNuveen Quality Municipal Income FundCOM1,233$19.0K<0.1%+1,233NewHistory
First Tr Exchange Traded FD33733A102CHINDIA ETF381$19.0K<0.1%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF172$20.0K<0.1%−135−44.0%Reduced–
ENPHEnphase Energy, Inc.Stock134$20.0K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM11$20.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF100$20.0K<0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock8$21.0K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock8$21.0K<0.1%00.0%UnchangedHistory
UAAUnder Armour, Inc.Stock1,048$21.0K<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM100$21.0K<0.1%00.0%UnchangedHistory
LEGLeggett & Platt IncStock500$22.0K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock452$22.0K<0.1%00.0%UnchangedHistory
UAUnder Armour, Inc.CL C1,271$22.0K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF187$24.0K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock282$24.0K<0.1%+1+0.4%AddedHistory
ACNAccenture plcStock75$24.0K<0.1%00.0%UnchangedHistory
FLCFlaherty & Crumrine Total Return Fund IncCOM1,000$24.0K<0.1%+1,000NewHistory
ABTAbbott LaboratoriesStock215$25.0K<0.1%−150−41.1%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV216$25.0K<0.1%00.0%Unchanged–
PAYXPaychex IncStock230$26.0K<0.1%00.0%UnchangedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF667$26.0K<0.1%00.0%Unchanged–
LXP.PCLXP Industrial TrustPREFERRED400$26.0K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock100$27.0K<0.1%−100−50.0%ReducedHistory
iShares Inc46434G780MSCI SINGPOR ETF1,200$27.0K<0.1%00.0%Unchanged–
FFord Motor CoStock2,000$28.0K<0.1%00.0%UnchangedHistory
MAINMain Street Capital CORPCEF700$29.0K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock543$30.0K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock124$30.0K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM100$30.0K<0.1%00.0%UnchangedHistory
CDKCDK Global, Inc.COM699$30.0K<0.1%00.0%UnchangedHistory
Ramco-Gershenson Properties Trust74971D200PERP PFD-D CV500$30.0K<0.1%00.0%Unchanged–
LOWLowes Companies IncStock155$31.0K<0.1%00.0%UnchangedHistory
Yamana Gold Inc98462Y100COM8,000$32.0K<0.1%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM255$34.0K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN2,000$34.0K<0.1%+2,000NewHistory
TSLATesla, Inc.Stock45$35.0K<0.1%00.0%UnchangedHistory
STSensata Technologies Holding plcSHS665$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–
BACBank of America CorpStock870$37.0K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF359$39.0K<0.1%00.0%Unchanged–
XELXcel Energy IncStock658$41.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock511$41.0K<0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF96$41.0K<0.1%00.0%Unchanged–
iShares Inc46434G855MSCI GBL GOLD MN1,663$41.0K<0.1%−200−10.7%Reduced–
iShares Russell 2000 ETF464287655ETF193$42.0K<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM65$43.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2021 (9)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
FDXFedEx CorpStock100$30.0K<0.1%History
SOHOSotherly Hotels Inc.COM5,291$16.0K<0.1%History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP300$15.0K<0.1%History
ZNGAZynga IncCL A1,333$14.0K<0.1%History
WisdomTree Tr97717W778INTL MIDCAP DV132$9.00K<0.1%–
CMECME Group Inc.COM12$3.00K<0.1%History
Churchill Capital Corp IV171439102CL A100$3.00K<0.1%–
SRESempraStock11$1.00K<0.1%History
LACLithium Americas Corp.COM NEW100$1.00K<0.1%History