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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
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$00.0%00.0%Unchanged–
WABWestinghouse Air Brake Technologies CorpStock1$00.0%00.0%UnchangedHistory
VTRSViatris IncStock15$00.0%+15NewHistory
OGNOrganon & Co.Stock4$00.0%+4NewHistory
KSSKOHLS CorpStock7$00.0%00.0%UnchangedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT4$00.0%00.0%UnchangedHistory
Schwab Strategic Tr808524789FUNDAMENTAL US B5$00.0%00.0%Unchanged–
NMINuveen Municipal Income Fund IncCOM7$00.0%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM15$00.0%00.0%UnchangedHistory
JAZZJazz Pharmaceuticals plcSHS USD3$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–
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
ETF Managers Tr26924G508ETFMG ALTR HRVST35$00.0%−22−38.6%Reduced–
First Tr Exchange Traded FD33733A102CHINDIA ETF10$00.0%−371−97.4%Reduced–
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%00.0%UnchangedHistory
JCIJohnson Controls International plcStock9$1.00K<0.1%00.0%UnchangedHistory
JWNNordstrom IncStock45$1.00K<0.1%00.0%UnchangedHistory
MMM3M CoStock5$1.00K<0.1%+5NewHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1.00K<0.1%00.0%Unchanged–
NTRNutrien Ltd.COM12$1.00K<0.1%00.0%UnchangedHistory
EVGOEVgo Inc.CL A COM100$1.00K<0.1%+100NewHistory
ARNCArconic CorpCOM25$1.00K<0.1%00.0%UnchangedHistory
Royal Dutch Shell PLC780259107SPON ADR B15$1.00K<0.1%00.0%Unchanged–
CF Acquisition Corp VI12521J103COM CL A80$1.00K<0.1%+80New–
VLOValero Energy CorpStock25$2.00K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock24$2.00K<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock100$2.00K<0.1%+100NewHistory
NVSNovartis AGADR21$2.00K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock30$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
BMYBristol Myers Squibb CoStock25$2.00K<0.1%−115−82.1%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$2.00K<0.1%00.0%Unchanged–
DVNDevon Energy CorpStock50$2.00K<0.1%+50NewHistory
AOUTAmerican Outdoor Brands, Inc.COM99$2.00K<0.1%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A75$2.00K<0.1%+75NewHistory
ENVXEnovix CorpCOM90$2.00K<0.1%+90NewHistory
GMGeneral Motors CoCOM40$2.00K<0.1%+40NewHistory
WHWyndham Hotels & Resorts, Inc.COM20$2.00K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM30$2.00K<0.1%00.0%UnchangedHistory
MNKDMannkind CorpCOM NEW500$2.00K<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM500$2.00K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM36$2.00K<0.1%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS10$2.00K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock18$3.00K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR100$3.00K<0.1%00.0%UnchangedHistory
RGRSturm Ruger & Co IncStock50$3.00K<0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock45$3.00K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock30$3.00K<0.1%00.0%UnchangedHistory
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–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS418$3.00K<0.1%+350+514.7%AddedHistory
EBSEmergent BioSolutions Inc.COM80$3.00K<0.1%+80NewHistory
AMCAMC Entertainment Holdings, Inc.CL A COM100$3.00K<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.COM CL A100$3.00K<0.1%+100NewHistory
JOANJOANN Inc.COM265$3.00K<0.1%00.0%UnchangedHistory
LLLL Flooring Holdings, Inc.COM200$3.00K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock25$4.00K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock75$4.00K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF13$4.00K<0.1%00.0%Unchanged–
CSXCSX CorpStock96$4.00K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF11$4.00K<0.1%00.0%Unchanged–
IBMInternational Business Machines CorpStock33$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
STWDStarwood Property Trust, Inc.COM180$4.00K<0.1%00.0%UnchangedHistory
iShares Inc464286350MSCI AGR PRO ETF96$4.00K<0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock25$5.00K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock28$5.00K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock18$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%00.0%Unchanged–
iShares Tr464288174GL TIMB FORE ETF50$5.00K<0.1%00.0%Unchanged–
BGTBlackRock Floating Rate Income TrustCOM333$5.00K<0.1%00.0%UnchangedHistory
SPLKSplunk IncCOM40$5.00K<0.1%00.0%UnchangedHistory
SPCEVirgin Galactic Holdings, IncCOM401$5.00K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$6.00K<0.1%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF85$6.00K<0.1%00.0%Unchanged–
NOCNorthrop Grumman CorpStock15$6.00K<0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF72$6.00K<0.1%00.0%Unchanged–
NTNXNutanix, Inc.Stock200$6.00K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A25$6.00K<0.1%+25NewHistory
PWRQuanta Services, Inc.COM50$6.00K<0.1%−40−44.4%ReducedHistory
PNRPENTAIR plcSHS77$6.00K<0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW150$6.00K<0.1%+150NewHistory
MEDMedifast IncCOM30$6.00K<0.1%00.0%UnchangedHistory

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