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.
- Positions
- 315
- +16 vs. Q3 2021
- Portfolio value
- $227.2M
- +$16.4M (+7.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 26,643 | $1.59M | 0.7% | −2,115−7.4% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 14,459 | $1.68M | 0.7% | +1,731+13.6% | Added | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 67,755 | $2.12M | 0.9% | +19,705+41.0% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,126 | $2.14M | 0.9% | +97+2.4% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 64,798 | $3.63M | 1.6% | −6,643−9.3% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 67,767 | $3.76M | 1.7% | +3,425+5.3% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 42,605 | $5.02M | 2.2% | −229−0.5% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 108,506 | $8.10M | 3.6% | +432+0.4% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 187,333 | $9.46M | 4.2% | −3,657−1.9% | Reduced | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,564 | $9.91M | 4.4% | −841−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 156,999 | $12.8M | 5.6% | +3,259+2.1% | Added | – |
| IAUiShares Gold Trust | ETF | 441,161 | $15.4M | 6.8% | +6,397+1.5% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 290,115 | $23.5M | 10.3% | −1,177−0.4% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 71,640 | $28.5M | 12.5% | +369+0.5% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 148,810 | $70.7M | 31.1% | +1,455+1.0% | Added | History |
Sold out since Q3 2021 (8)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 100 | $20.0K | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 50 | $7.00K | <0.1% | History |
| Guggenheim Enhanced Equity I40167B100 | COM | 500 | $5.00K | <0.1% | – |
| WOLFWolfspeed, Inc. | COM | 32 | $3.00K | <0.1% | History |
| GNOGGolden Nugget Online Gaming, Inc. | COM CL A | 100 | $2.00K | <0.1% | History |
| SLBSLB Limited | Stock | 15 | $0 | 0.0% | History |
| NOKNokia Corp | SPONSORED ADR | 1 | $0 | 0.0% | History |
| DSDrive Shack Inc. | COM | 100 | $0 | 0.0% | History |