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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.

Institution overview
Positions
339
+24 vs. Q4 2021
Portfolio value
$221.0M
−$6.19M (−2.7%) vs. Q4 2021
Filed
Apr 8, 2022
SEC
Holdings of Lowe Wealth Advisors, LLC in Q1 2022
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
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF2$00.0%+2New–
VTRSViatris IncStock15$00.0%00.0%UnchangedHistory
OGNOrganon & Co.Stock4$00.0%00.0%UnchangedHistory
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%00.0%Unchanged–
First Tr Exchange Traded FD33733A102CHINDIA ETF10$00.0%00.0%Unchanged–
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
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF41$1.00K<0.1%+41New–
BHCBausch Health Companies Inc.Stock50$1.00K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock14$1.00K<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock100$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%00.0%UnchangedHistory
AOUTAmerican Outdoor Brands, Inc.COM99$1.00K<0.1%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A75$1.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1.00K<0.1%00.0%Unchanged–
ENVXEnovix CorpCOM90$1.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF48$1.00K<0.1%+48New–
NTRNutrien Ltd.COM12$1.00K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A516ST INTL BBG ETF21$1.00K<0.1%+21New–
EVGOEVgo Inc.CL A COM100$1.00K<0.1%00.0%UnchangedHistory
ARNCArconic CorpCOM25$1.00K<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM500$1.00K<0.1%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS10$1.00K<0.1%00.0%UnchangedHistory
CF Acquisition Corp VI12521J103COM CL A80$1.00K<0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF6$2.00K<0.1%−7−53.8%Reduced–
NIONIO Inc.ADR100$2.00K<0.1%00.0%UnchangedHistory
Schwab U.S. REIT ETF808524847ETF84$2.00K<0.1%+84New–
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%00.0%UnchangedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$2.00K<0.1%00.0%Unchanged–
GMGeneral Motors CoCOM40$2.00K<0.1%00.0%UnchangedHistory
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
AMCAMC Entertainment Holdings, Inc.CL A COM100$2.00K<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.COM CL A100$2.00K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM37$2.00K<0.1%+1+2.8%AddedHistory
MARMarriott International IncStock18$3.00K<0.1%00.0%UnchangedHistory
Schwab International Small-Cap Equity ETF808524888ETF79$3.00K<0.1%+79New–
VLOValero Energy CorpStock25$3.00K<0.1%00.0%UnchangedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF49$3.00K<0.1%+49New–
RGRSturm Ruger & Co IncStock50$3.00K<0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock45$3.00K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF11$3.00K<0.1%00.0%Unchanged–
ADMArcher-Daniels-Midland CoStock30$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–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$3.00K<0.1%−32−44.4%Reduced–
iShares MSCI Eafe ETF464287465ETF44$3.00K<0.1%00.0%Unchanged–
STSensata Technologies Holding plcSHS50$3.00K<0.1%−615−92.5%ReducedHistory
iShares Tr464287556ISHARES BIOTECH25$3.00K<0.1%−30−54.5%Reduced–
EBSEmergent BioSolutions Inc.COM80$3.00K<0.1%00.0%UnchangedHistory
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
CSXCSX CorpStock96$4.00K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock18$4.00K<0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock33$4.00K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock20$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–
HWMHowmet Aerospace Inc.Stock100$4.00K<0.1%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM180$4.00K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS418$4.00K<0.1%00.0%UnchangedHistory
BAHBooz Allen Hamilton Holding CorpCL A51$4.00K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS77$4.00K<0.1%00.0%UnchangedHistory
iShares Tr464288174GL TIMB FORE ETF50$4.00K<0.1%00.0%Unchanged–
STWDStarwood Property Trust, Inc.COM180$4.00K<0.1%00.0%UnchangedHistory
BGTBlackRock Floating Rate Income TrustCOM333$4.00K<0.1%00.0%UnchangedHistory
SPCEVirgin Galactic Holdings, IncCOM401$4.00K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock25$5.00K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock28$5.00K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock150$5.00K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$5.00K<0.1%00.0%Unchanged–
Schwab Fundamental International Small Equity ETF808524748ETF136$5.00K<0.1%+136New–
Vanguard Short-Term Bond ETF921937827ETF63$5.00K<0.1%00.0%Unchanged–
iShares Global Clean Energy ETF464288224ETF220$5.00K<0.1%00.0%Unchanged–
NTNXNutanix, Inc.Stock200$5.00K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A25$5.00K<0.1%00.0%UnchangedHistory

Sold out since Q4 2021 (9)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
Schwab U.S. Large-Cap Growth ETF808524300ETF400$66.0K<0.1%–
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF57$18.0K<0.1%–
FMCFMC CorpCOM NEW100$11.0K<0.1%History
MOAltria Group, Inc.Stock200$9.00K<0.1%History
Vanguard Malvern FDS922020805STRM INFPROIDX170$9.00K<0.1%–
MASIMasimo CorpCOM25$7.00K<0.1%History
NEENextera Energy IncStock24$2.00K<0.1%History
NVSNovartis AGADR21$2.00K<0.1%History
Royal Dutch Shell PLC780259107SPON ADR B15$1.00K<0.1%–