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 |
|---|---|---|---|---|---|---|---|
| Schwab US Tips ETF808524870 | ETF | 389 | $24.0K | <0.1% | +389 | New | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 315 | $24.0K | <0.1% | +200+173.9% | Added | – |
| ABTAbbott Laboratories | Stock | 215 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $25.0K | <0.1% | 00.0% | Unchanged | – |
| ENPHEnphase Energy, Inc. | Stock | 134 | $27.0K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $27.0K | <0.1% | +809 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 583 | $28.0K | <0.1% | +583 | New | – |
| MRNAModerna, Inc. | Stock | 163 | $28.0K | <0.1% | 00.0% | Unchanged | History |
| ALBAlbemarle Corp | Stock | 125 | $28.0K | <0.1% | +125 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $28.0K | <0.1% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 794 | $29.0K | <0.1% | +794 | New | – |
| MAINMain Street Capital CORP | CEF | 700 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 500 | $30.0K | <0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 124 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 158 | $32.0K | <0.1% | −575−78.4% | Reduced | – |
| SNPSSynopsys Inc | COM | 100 | $33.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 183 | $34.0K | <0.1% | −116−38.8% | Reduced | – |
| CDKCDK Global, Inc. | COM | 699 | $34.0K | <0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 275 | $36.0K | <0.1% | +275 | New | History |
| BACBank of America Corp | Stock | 870 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $39.0K | <0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 384 | $39.0K | <0.1% | +1+0.3% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $39.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 610 | $39.0K | <0.1% | 00.0% | Unchanged | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 468 | $41.0K | <0.1% | −100−17.6% | Reduced | – |
| EXCExelon Corp | Stock | 870 | $41.0K | <0.1% | +418+92.5% | Added | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $41.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288687 | PFD AND INCM SEC | 1,125 | $41.0K | <0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $44.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,002 | $45.0K | <0.1% | 00.0% | Unchanged | – |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $45.0K | <0.1% | 00.0% | Unchanged | – |
| XELXcel Energy Inc | Stock | 658 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 400 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 1,000 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 335 | $50.0K | <0.1% | +1+0.3% | Added | History |
| AMPAmeriprise Financial Inc | COM | 167 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $51.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 1,150 | $51.0K | <0.1% | 00.0% | Unchanged | – |
| 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 | – |
| 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 |
| AMGNAmgen Inc | Stock | 222 | $54.0K | <0.1% | +170+326.9% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $57.0K | <0.1% | 00.0% | Unchanged | History |
| 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 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $61.0K | <0.1% | 00.0% | Unchanged | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $63.0K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 960 | $65.0K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 991 | $66.0K | <0.1% | 00.0% | Unchanged | – |
| PLDPrologis, Inc. | REIT | 423 | $68.0K | <0.1% | 00.0% | Unchanged | 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 |
| SLFSun Life Financial Inc | COM | 1,304 | $73.0K | <0.1% | +2+0.2% | Added | History |
| TAT&T Inc. | Stock | 3,170 | $75.0K | <0.1% | −1,067−25.2% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $76.0K | <0.1% | 00.0% | Unchanged | History |
| SNYSanofi | SPONSORED ADR | 1,500 | $77.0K | <0.1% | +1,500 | New | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 5,602 | $79.0K | <0.1% | 00.0% | Unchanged | – |
| 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 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 1,880 | $87.0K | <0.1% | +1,880 | New | – |
| 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 | – |
| FFord Motor Co | Stock | 5,245 | $89.0K | <0.1% | −1,700−24.5% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 715 | $98.0K | <0.1% | +528+282.4% | Added | – |
| 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 |
| TSLATesla, Inc. | Stock | 103 | $111.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $118.0K | 0.1% | +2,188 | New | – |
| 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 |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,860 | $123.0K | 0.1% | −60−1.5% | Reduced | – |
| 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 | – |
| TROWPrice T Rowe Group Inc | Stock | 860 | $130.0K | 0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 261 | $133.0K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 656 | $137.0K | 0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 6,053 | $138.0K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 43 | $140.0K | 0.1% | −8−15.7% | Reduced | History |
| iShares Tr46434V696 | CORE MSCI PAC | 2,375 | $145.0K | 0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 828 | $147.0K | 0.1% | +221+36.4% | Added | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $148.0K | 0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 1,867 | $153.0K | 0.1% | −1,302−41.1% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $157.0K | 0.1% | +250+8.6% | Added | History |
| BMIBadger Meter Inc | COM | 1,832 | $183.0K | 0.1% | −250−12.0% | Reduced | History |
| HSYHershey Co | COM | 929 | $201.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,125 | $215.0K | 0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 7,869 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 3,680 | $236.0K | 0.1% | +3,680 | New | – |
| LMTLockheed Martin Corp | Stock | 554 | $245.0K | 0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 3,145 | $250.0K | 0.1% | −75−2.3% | Reduced | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,550 | $261.0K | 0.1% | +150+2.0% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $276.0K | 0.1% | 00.0% | Unchanged | History |
| 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 | – |
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% | – |