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 |
|---|---|---|---|---|---|---|---|
| WMTWalmart Inc. | Stock | 334 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,500 | $48.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $46.0K | <0.1% | 00.0% | Unchanged | – |
| Paramount Global92556H206 | CL B | 1,524 | $46.0K | <0.1% | 00.0% | Unchanged | – |
| XELXcel Energy Inc | Stock | 658 | $45.0K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $45.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $45.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $44.0K | <0.1% | 00.0% | Unchanged | – |
| ALGNAlign Technology Inc | COM | 65 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $41.0K | <0.1% | 00.0% | Unchanged | – |
| MRNAModerna, Inc. | Stock | 163 | $41.0K | <0.1% | +163 | New | History |
| STSensata Technologies Holding plc | SHS | 665 | $41.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 610 | $41.0K | <0.1% | 00.0% | Unchanged | – |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $40.0K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 383 | $39.0K | <0.1% | +101+35.8% | Added | History |
| BACBank of America Corp | Stock | 870 | $39.0K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $38.0K | <0.1% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 100 | $37.0K | <0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $36.0K | <0.1% | +20+20.0% | Added | History |
| AMATApplied Materials Inc | Stock | 225 | $35.0K | <0.1% | +225 | New | History |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $34.0K | <0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 124 | $33.0K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 230 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 75 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| MAINMain Street Capital CORP | CEF | 700 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 215 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| CDKCDK Global, Inc. | COM | 699 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 500 | $29.0K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $28.0K | <0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 543 | $27.0K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 105 | $27.0K | <0.1% | −50−32.3% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 187 | $26.0K | <0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 165 | $26.0K | <0.1% | +115+230.0% | Added | History |
| EXCExelon Corp | Stock | 452 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $26.0K | <0.1% | 00.0% | Unchanged | – |
| ENPHEnphase Energy, Inc. | Stock | 134 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 667 | $24.0K | <0.1% | 00.0% | Unchanged | – |
| DGDollar General Corp | COM | 100 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 8 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 8 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| UAUnder Armour, Inc. | CL C | 1,271 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| UAAUnder Armour, Inc. | Stock | 1,048 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| LEGLeggett & Platt Inc | Stock | 500 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 190 | $21.0K | <0.1% | +190 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $21.0K | <0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 30 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 11 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 575 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 50 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $18.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $18.0K | <0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 96 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 102 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| ORCLOracle Corp | Stock | 200 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 65 | $16.0K | <0.1% | +65 | New | History |
| RTXRTX Corp | Stock | 187 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 76 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 60 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 80 | $15.0K | <0.1% | +80 | New | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| DPZDominos Pizza Inc | COM | 27 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 133 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 197 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $14.0K | <0.1% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 208 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 225 | $13.0K | <0.1% | +125+125.0% | Added | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 52 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| CHDNChurchill Downs Inc | COM | 50 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 650 | $12.0K | <0.1% | 00.0% | Unchanged | – |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 800 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 200 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 280 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| FMCFMC Corp | COM NEW | 100 | $11.0K | <0.1% | −935−90.3% | Reduced | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 17 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 61 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 185 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 100 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 29 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| HRBH&R Block Inc | COM | 406 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 60 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 50 | $9.00K | <0.1% | −5−9.1% | Reduced | History |
| MOAltria Group, Inc. | Stock | 200 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $9.00K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 170 | $9.00K | <0.1% | 00.0% | Unchanged | – |
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 |