Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 8, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 339
- +24 vs. Q4 2021
- Portfolio value
- $221.0M
- −$6.19M (−2.7%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 148,579 | $67.1M | 30.4% | −231−0.2% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 63,167 | $22.9M | 10.4% | −8,473−11.8% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 277,110 | $21.5M | 9.7% | −13,005−4.5% | Reduced | – |
| IAUiShares Gold Trust | ETF | 448,544 | $16.5M | 7.5% | +7,383+1.7% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,959 | $12.5M | 5.7% | +2,960+1.9% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 99,162 | $9.93M | 4.5% | +1,598+1.6% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 189,700 | $9.54M | 4.3% | +2,367+1.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 102,205 | $7.10M | 3.2% | −6,301−5.8% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 71,915 | $5.50M | 2.5% | +4,148+6.1% | Added | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 165,032 | $5.50M | 2.5% | +97,277+143.6% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 41,894 | $4.67M | 2.1% | −711−1.7% | Reduced | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 54,376 | $2.82M | 1.3% | −10,422−16.1% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 34,520 | $2.12M | 1.0% | +16,735+94.1% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,029 | $1.98M | 0.9% | −97−2.4% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 16,291 | $1.76M | 0.8% | +1,832+12.7% | Added | – |
| VZVerizon Communications Inc | Stock | 29,751 | $1.52M | 0.7% | +2,058+7.4% | Added | History |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 31,660 | $1.48M | 0.7% | +1,060+3.5% | Added | – |
| MKCMcCormick & Co Inc | Stock | 14,221 | $1.42M | 0.6% | +10.0% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,808 | $1.38M | 0.6% | −1,835−6.9% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,996 | $1.31M | 0.6% | −60−1.2% | Reduced | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 51,112 | $1.31M | 0.6% | −6,403−11.1% | Reduced | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 8,525 | $1.15M | 0.5% | +7,495+727.7% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,100 | $1.11M | 0.5% | −270−6.2% | Reduced | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 26,990 | $972.0K | 0.4% | −2,345−8.0% | Reduced | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 15,190 | $954.0K | 0.4% | +1,910+14.4% | Added | – |
| AAPLApple Inc. | Stock | 5,060 | $884.0K | 0.4% | −197−3.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 2,821 | $870.0K | 0.4% | +10.0% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,818 | $582.0K | 0.3% | +100+1.3% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,660 | $486.0K | 0.2% | +11,160+744.0% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $450.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,146 | $446.0K | 0.2% | −200−3.7% | Reduced | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,500 | $436.0K | 0.2% | +360+11.5% | Added | – |
| PRUPrudential Financial Inc | Stock | 3,531 | $417.0K | 0.2% | −620−14.9% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 19,386 | $404.0K | 0.2% | +19,386 | New | – |
| AEEAmeren Corp | COM | 4,138 | $388.0K | 0.2% | 00.0% | Unchanged | History |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $382.0K | 0.2% | 00.0% | Unchanged | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 12,640 | $367.0K | 0.2% | −1,565−11.0% | Reduced | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,976 | $318.0K | 0.1% | −37−1.2% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $306.0K | 0.1% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 3,496 | $299.0K | 0.1% | −164−4.5% | Reduced | History |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 7,673 | $299.0K | 0.1% | +450+6.2% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $276.0K | 0.1% | 00.0% | Unchanged | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,550 | $261.0K | 0.1% | +150+2.0% | Added | History |
| NEMNEWMONT Corp | Stock | 3,145 | $250.0K | 0.1% | −75−2.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 554 | $245.0K | 0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 3,680 | $236.0K | 0.1% | +3,680 | New | – |
| PPLPPL Corp | COM | 7,869 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $215.0K | 0.1% | 00.0% | Unchanged | – |
| HSYHershey Co | COM | 929 | $201.0K | 0.1% | 00.0% | Unchanged | History |
| BMIBadger Meter Inc | COM | 1,832 | $183.0K | 0.1% | −250−12.0% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $157.0K | 0.1% | +250+8.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 1,867 | $153.0K | 0.1% | −1,302−41.1% | Reduced | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $148.0K | 0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 828 | $147.0K | 0.1% | +221+36.4% | Added | History |
| iShares Tr46434V696 | CORE MSCI PAC | 2,375 | $145.0K | 0.1% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 43 | $140.0K | 0.1% | −8−15.7% | Reduced | History |
| SLViShares Silver Trust | ETF | 6,053 | $138.0K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 656 | $137.0K | 0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 261 | $133.0K | 0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 860 | $130.0K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $126.0K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,410 | $126.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,860 | $123.0K | 0.1% | −60−1.5% | Reduced | – |
| KOCoca Cola Co | Stock | 1,938 | $120.0K | 0.1% | −25−1.3% | Reduced | History |
| VVisa Inc. | Stock | 542 | $120.0K | 0.1% | −155−22.2% | Reduced | History |
| CVXChevron Corp | Stock | 738 | $120.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $118.0K | 0.1% | +2,188 | New | – |
| TSLATesla, Inc. | Stock | 103 | $111.0K | 0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,000 | $103.0K | <0.1% | −200−16.7% | Reduced | – |
| KTKT Corp | SPONSORED ADR | 7,200 | $103.0K | <0.1% | +1,900+35.8% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 715 | $98.0K | <0.1% | +528+282.4% | Added | – |
| FFord Motor Co | Stock | 5,245 | $89.0K | <0.1% | −1,700−24.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 293 | $88.0K | <0.1% | +8+2.8% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 688 | $88.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,200 | $88.0K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 1,880 | $87.0K | <0.1% | +1,880 | New | – |
| COSTCostco Wholesale Corp | Stock | 147 | $85.0K | <0.1% | −22−13.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 525 | $85.0K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 616 | $85.0K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 5,602 | $79.0K | <0.1% | 00.0% | Unchanged | – |
| SNYSanofi | SPONSORED ADR | 1,500 | $77.0K | <0.1% | +1,500 | New | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $76.0K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 3,170 | $75.0K | <0.1% | −1,067−25.2% | Reduced | History |
| SLFSun Life Financial Inc | COM | 1,304 | $73.0K | <0.1% | +2+0.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 312 | $69.0K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 248 | $69.0K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $68.0K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $66.0K | <0.1% | 00.0% | Unchanged | – |
| GISGeneral Mills Inc | Stock | 960 | $65.0K | <0.1% | 00.0% | Unchanged | History |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $63.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $61.0K | <0.1% | 00.0% | Unchanged | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $58.0K | <0.1% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 1,524 | $58.0K | <0.1% | 00.0% | Unchanged | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $57.0K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 222 | $54.0K | <0.1% | +170+326.9% | Added | History |
| BPBP PLC | ADR | 1,816 | $53.0K | <0.1% | −2−0.1% | Reduced | History |
| SYKStryker Corp | Stock | 200 | $53.0K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 568 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $52.0K | <0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $51.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (9)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 400 | $66.0K | <0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 57 | $18.0K | <0.1% | – |
| FMCFMC Corp | COM NEW | 100 | $11.0K | <0.1% | History |
| MOAltria Group, Inc. | Stock | 200 | $9.00K | <0.1% | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 170 | $9.00K | <0.1% | – |
| MASIMasimo Corp | COM | 25 | $7.00K | <0.1% | History |
| NEENextera Energy Inc | Stock | 24 | $2.00K | <0.1% | History |
| NVSNovartis AG | ADR | 21 | $2.00K | <0.1% | History |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 15 | $1.00K | <0.1% | – |