Skip to main content
Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 18, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
315
+16 vs. Q3 2021
Portfolio value
$227.2M
+$16.4M (+7.8%) vs. Q3 2021
Filed
Jan 18, 2022
SEC
Holdings of Lowe Wealth Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPYSPDR S&P 500 ETF TrustETF148,810$70.7M31.1%+1,455+1.0%AddedHistory
Invesco QQQ Trust Series I46090E103ETF71,640$28.5M12.5%+369+0.5%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF290,115$23.5M10.3%−1,177−0.4%Reduced–
IAUiShares Gold TrustETF441,161$15.4M6.8%+6,397+1.5%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD156,999$12.8M5.6%+3,259+2.1%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF97,564$9.91M4.4%−841−0.9%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF187,333$9.46M4.2%−3,657−1.9%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF108,506$8.10M3.6%+432+0.4%Added–
iShares Tr464287846DOW JONES US ETF42,605$5.02M2.2%−229−0.5%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF67,767$3.76M1.7%+3,425+5.3%Added–
iShares Tr46429B291A RATE CP BD ETF64,798$3.63M1.6%−6,643−9.3%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF4,126$2.14M0.9%+97+2.4%AddedHistory
Listed FDS Tr53656F623HORI KI INFL ETF67,755$2.12M0.9%+19,705+41.0%Added–
Vanguard Real Estate ETF922908553ETF14,459$1.68M0.7%+1,731+13.6%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF26,643$1.59M0.7%−2,115−7.4%Reduced–
Kraneshares Trust500767678GLOBAL CARB STRA30,600$1.56M0.7%+30,275+9,315.4%Added–
Kraneshares Tr500767736QUADRTC INT RT57,515$1.54M0.7%+3,300+6.1%Added–
VZVerizon Communications IncStock27,693$1.44M0.6%+1,831+7.1%AddedHistory
iShares Tr464287689RUSSELL 3000 ETF5,056$1.40M0.6%00.0%Unchanged–
MKCMcCormick & Co IncStock14,220$1.37M0.6%+20.0%AddedHistory
VanEck Semiconductor ETF92189F676ETF4,370$1.35M0.6%+5+0.1%Added–
VanEck ETF Trust92189F437FALLEN ANGEL HG40,440$1.33M0.6%−1,890−4.5%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM17,785$1.12M0.5%+9,500+114.7%Added–
WisdomTree Tr97717W422INDIA ERNGS FD29,335$1.07M0.5%−220−0.7%Reduced–
MSFTMicrosoft CorpStock2,820$949.0K0.4%00.0%UnchangedHistory
AAPLApple Inc.Stock5,257$933.0K0.4%+295+5.9%AddedHistory
SPDR Index Shs FDS78463X541ST STR NAT ETF13,280$717.0K0.3%+1,700+14.7%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF7,718$552.0K0.2%−1,100−12.5%Reduced–
Global X FDS37954Y715RBTCS ARTFL INTE14,205$511.0K0.2%+1,275+9.9%Added–
iShares Tr464288570ESG MSCI KLD ETF5,346$497.0K0.2%00.0%Unchanged–
PRUPrudential Financial IncStock4,151$449.0K0.2%−235−5.4%ReducedHistory
AEEAmeren CorpCOM4,138$368.0K0.2%00.0%UnchangedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF3,140$366.0K0.2%+125+4.1%Added–
MKC.VMcCormick & Co IncCOM VTG3,822$365.0K0.2%−500−11.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM5,444$333.0K0.1%−70−1.3%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,343$324.0K0.1%00.0%Unchanged–
SPDR Series Trust78464A292ST STR PFD ETF7,223$310.0K0.1%00.0%Unchanged–
iShares Core High Dividend ETF46429B663ETF3,013$304.0K0.1%−90−2.9%Reduced–
ADPAutomatic Data Processing IncStock1,215$300.0K0.1%00.0%UnchangedHistory
UTGReaves Utility Income FundCOM SH BEN INT7,400$260.0K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,169$243.0K0.1%+230+7.8%AddedHistory
PPLPPL CorpCOM7,869$237.0K0.1%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock3,660$234.0K0.1%+60+1.7%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA2,125$229.0K0.1%00.0%Unchanged–
BMIBadger Meter IncCOM2,082$222.0K0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock3,220$200.0K0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock554$197.0K0.1%00.0%UnchangedHistory
HSYHershey CoCOM929$180.0K0.1%+34+3.8%AddedHistory
AMZNAmazon Com IncStock51$170.0K0.1%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock860$169.0K0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF733$163.0K0.1%+540+279.8%Added–
iShares Tr46434V696CORE MSCI PAC2,375$152.0K0.1%−100−4.0%Reduced–
VVisa Inc.Stock697$151.0K0.1%00.0%UnchangedHistory
WisdomTree Tr97717W406US AI ENHANCED1,492$151.0K0.1%00.0%Unchanged–
iShares S&P 100 ETF464287101ETF656$144.0K0.1%00.0%Unchanged–
FFord Motor CoStock6,945$144.0K0.1%+4,945+247.3%AddedHistory
iShares S&P 500 Growth ETF464287309ETF1,648$138.0K0.1%00.0%Unchanged–
iShares MSCI Acwi Ex U.S. ETF464288240ETF2,410$134.0K0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock261$131.0K0.1%+1+0.4%AddedHistory
SLViShares Silver TrustETF6,053$130.0K0.1%00.0%UnchangedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,200$127.0K0.1%−26,462−95.7%Reduced–
iShares Tr464288448INTL SEL DIV ETF3,920$122.0K0.1%−250−6.0%Reduced–
FCXFreeport-McMoran IncStock2,909$121.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock285$118.0K0.1%00.0%UnchangedHistory
KOCoca Cola CoStock1,963$116.0K0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock103$109.0K<0.1%+58+128.9%AddedHistory
METAMeta Platforms, Inc.Stock312$105.0K<0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock607$104.0K<0.1%+1+0.2%AddedHistory
TAT&T Inc.Stock4,237$104.0K<0.1%−4,765−52.9%ReducedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,030$99.0K<0.1%+425+70.2%Added–
COSTCostco Wholesale CorpStock169$96.0K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock616$95.0K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,200$95.0K<0.1%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock491$90.0K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$87.0K<0.1%00.0%UnchangedHistory
CVXChevron CorpStock738$87.0K<0.1%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF688$84.0K<0.1%00.0%Unchanged–
ProShares Tr74347B425SHORT S&P 500 NE5,602$76.0K<0.1%−500−8.2%Reduced–
SLFSun Life Financial IncCOM1,302$73.0K<0.1%+1+0.1%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF991$72.0K<0.1%00.0%Unchanged–
PLDPrologis, Inc.REIT423$71.0K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock525$71.0K<0.1%00.0%UnchangedHistory
KTKT CorpSPONSORED ADR5,300$67.0K<0.1%+5,300NewHistory
SBUXStarbucks CorpStock568$66.0K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF400$66.0K<0.1%00.0%Unchanged–
GISGeneral Mills IncStock960$65.0K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM1,000$65.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT299$63.0K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock308$62.0K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock200$61.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF412$61.0K<0.1%00.0%Unchanged–
DNPDNP Select Income Fund IncCOM5,294$58.0K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS400$54.0K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock200$53.0K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$53.0K<0.1%+1,000+50.0%AddedHistory
iShares Tr46434V4070-5YR HI YL CP1,150$52.0K<0.1%00.0%Unchanged–
State Street Materials Select Sector SPDR ETF81369Y100ETF568$51.0K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM167$50.0K<0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF1,002$49.0K<0.1%00.0%Unchanged–
BPBP PLCADR1,818$48.0K<0.1%−275−13.1%ReducedHistory

Sold out since Q3 2021 (8)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
VanEck ETF Trust92189H607OIL SERVICES ETF100$20.0K<0.1%–
BABAAlibaba Group Holding LtdADR50$7.00K<0.1%History
Guggenheim Enhanced Equity I40167B100COM500$5.00K<0.1%–
WOLFWolfspeed, Inc.COM32$3.00K<0.1%History
GNOGGolden Nugget Online Gaming, Inc.COM CL A100$2.00K<0.1%History
SLBSLB LimitedStock15$00.0%History
NOKNokia CorpSPONSORED ADR1$00.0%History
DSDrive Shack Inc.COM100$00.0%History