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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
BACBank of America CorpStock870$39.0K<0.1%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM255$40.0K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF359$41.0K<0.1%00.0%Unchanged–
MRNAModerna, Inc.Stock163$41.0K<0.1%+163NewHistory
STSensata Technologies Holding plcSHS665$41.0K<0.1%00.0%UnchangedHistory
iShares Tr464288521CRE U S REIT ETF610$41.0K<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM65$43.0K<0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC1,125$44.0K<0.1%00.0%Unchanged–
XELXcel Energy IncStock658$45.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock511$45.0K<0.1%00.0%UnchangedHistory
iShares Inc46434G855MSCI GBL GOLD MN1,663$45.0K<0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF96$46.0K<0.1%00.0%Unchanged–
Paramount Global92556H206CL B1,524$46.0K<0.1%00.0%Unchanged–
BPBP PLCADR1,818$48.0K<0.1%−275−13.1%ReducedHistory
WMTWalmart Inc.Stock334$48.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF1,500$48.0K<0.1%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF1,002$49.0K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM167$50.0K<0.1%00.0%UnchangedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF568$51.0K<0.1%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP1,150$52.0K<0.1%00.0%Unchanged–
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
GRMNGarmin LtdSHS400$54.0K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,294$58.0K<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–
PNCPNC Financial Services Group, Inc.Stock308$62.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT299$63.0K<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
SBUXStarbucks CorpStock568$66.0K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF400$66.0K<0.1%00.0%Unchanged–
KTKT CorpSPONSORED ADR5,300$67.0K<0.1%+5,300NewHistory
PLDPrologis, Inc.REIT423$71.0K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock525$71.0K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF991$72.0K<0.1%00.0%Unchanged–
SLFSun Life Financial IncCOM1,302$73.0K<0.1%+1+0.1%AddedHistory
ProShares Tr74347B425SHORT S&P 500 NE5,602$76.0K<0.1%−500−8.2%Reduced–
iShares Select Dividend ETF464287168ETF688$84.0K<0.1%00.0%Unchanged–
ROKRockwell Automation, IncStock248$87.0K<0.1%00.0%UnchangedHistory
CVXChevron CorpStock738$87.0K<0.1%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock491$90.0K<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–
COSTCostco Wholesale CorpStock169$96.0K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,030$99.0K<0.1%+425+70.2%Added–
JNJJohnson & JohnsonStock607$104.0K<0.1%+1+0.2%AddedHistory
TAT&T Inc.Stock4,237$104.0K<0.1%−4,765−52.9%ReducedHistory
METAMeta Platforms, Inc.Stock312$105.0K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock103$109.0K<0.1%+58+128.9%AddedHistory
KOCoca Cola CoStock1,963$116.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock285$118.0K0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock2,909$121.0K0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF3,920$122.0K0.1%−250−6.0%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,200$127.0K0.1%−26,462−95.7%Reduced–
SLViShares Silver TrustETF6,053$130.0K0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock261$131.0K0.1%+1+0.4%AddedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF2,410$134.0K0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF1,648$138.0K0.1%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
VVisa Inc.Stock697$151.0K0.1%00.0%UnchangedHistory
WisdomTree Tr97717W406US AI ENHANCED1,492$151.0K0.1%00.0%Unchanged–
iShares Tr46434V696CORE MSCI PAC2,375$152.0K0.1%−100−4.0%Reduced–
iShares Russell 2000 ETF464287655ETF733$163.0K0.1%+540+279.8%Added–
TROWPrice T Rowe Group IncStock860$169.0K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock51$170.0K0.1%00.0%UnchangedHistory
HSYHershey CoCOM929$180.0K0.1%+34+3.8%AddedHistory
LMTLockheed Martin CorpStock554$197.0K0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock3,220$200.0K0.1%00.0%UnchangedHistory
BMIBadger Meter IncCOM2,082$222.0K0.1%00.0%UnchangedHistory
iShares Tr46435G425ESG AWR MSCI USA2,125$229.0K0.1%00.0%Unchanged–
MPCMarathon Petroleum CorpStock3,660$234.0K0.1%+60+1.7%AddedHistory
PPLPPL CorpCOM7,869$237.0K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,169$243.0K0.1%+230+7.8%AddedHistory
UTGReaves Utility Income FundCOM SH BEN INT7,400$260.0K0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock1,215$300.0K0.1%00.0%UnchangedHistory
iShares Core High Dividend ETF46429B663ETF3,013$304.0K0.1%−90−2.9%Reduced–
SPDR Series Trust78464A292ST STR PFD ETF7,223$310.0K0.1%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,343$324.0K0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM5,444$333.0K0.1%−70−1.3%ReducedHistory
MKC.VMcCormick & Co IncCOM VTG3,822$365.0K0.2%−500−11.6%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF3,140$366.0K0.2%+125+4.1%Added–
AEEAmeren CorpCOM4,138$368.0K0.2%00.0%UnchangedHistory
PRUPrudential Financial IncStock4,151$449.0K0.2%−235−5.4%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF5,346$497.0K0.2%00.0%Unchanged–
Global X FDS37954Y715RBTCS ARTFL INTE14,205$511.0K0.2%+1,275+9.9%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF7,718$552.0K0.2%−1,100−12.5%Reduced–
SPDR Index Shs FDS78463X541ST STR NAT ETF13,280$717.0K0.3%+1,700+14.7%Added–
AAPLApple Inc.Stock5,257$933.0K0.4%+295+5.9%AddedHistory
MSFTMicrosoft CorpStock2,820$949.0K0.4%00.0%UnchangedHistory
WisdomTree Tr97717W422INDIA ERNGS FD29,335$1.07M0.5%−220−0.7%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM17,785$1.12M0.5%+9,500+114.7%Added–
VanEck ETF Trust92189F437FALLEN ANGEL HG40,440$1.33M0.6%−1,890−4.5%Reduced–
VanEck Semiconductor ETF92189F676ETF4,370$1.35M0.6%+5+0.1%Added–
MKCMcCormick & Co IncStock14,220$1.37M0.6%+20.0%AddedHistory
iShares Tr464287689RUSSELL 3000 ETF5,056$1.40M0.6%00.0%Unchanged–
VZVerizon Communications IncStock27,693$1.44M0.6%+1,831+7.1%AddedHistory
Kraneshares Tr500767736QUADRTC INT RT57,515$1.54M0.7%+3,300+6.1%Added–
Kraneshares Trust500767678GLOBAL CARB STRA30,600$1.56M0.7%+30,275+9,315.4%Added–

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