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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,343 | $306.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,976 | $318.0K | 0.1% | −37−1.2% | Reduced | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 12,640 | $367.0K | 0.2% | −1,565−11.0% | Reduced | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,822 | $382.0K | 0.2% | 00.0% | Unchanged | History |
| AEEAmeren Corp | COM | 4,138 | $388.0K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 19,386 | $404.0K | 0.2% | +19,386 | New | – |
| PRUPrudential Financial Inc | Stock | 3,531 | $417.0K | 0.2% | −620−14.9% | Reduced | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 3,500 | $436.0K | 0.2% | +360+11.5% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,146 | $446.0K | 0.2% | −200−3.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 5,444 | $450.0K | 0.2% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 12,660 | $486.0K | 0.2% | +11,160+744.0% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,818 | $582.0K | 0.3% | +100+1.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,821 | $870.0K | 0.4% | +10.0% | Added | History |
| AAPLApple Inc. | Stock | 5,060 | $884.0K | 0.4% | −197−3.7% | Reduced | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 15,190 | $954.0K | 0.4% | +1,910+14.4% | Added | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 26,990 | $972.0K | 0.4% | −2,345−8.0% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,100 | $1.11M | 0.5% | −270−6.2% | Reduced | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 8,525 | $1.15M | 0.5% | +7,495+727.7% | Added | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 51,112 | $1.31M | 0.6% | −6,403−11.1% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,996 | $1.31M | 0.6% | −60−1.2% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24,808 | $1.38M | 0.6% | −1,835−6.9% | Reduced | – |
| MKCMcCormick & Co Inc | Stock | 14,221 | $1.42M | 0.6% | +10.0% | Added | History |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 31,660 | $1.48M | 0.7% | +1,060+3.5% | Added | – |
| VZVerizon Communications Inc | Stock | 29,751 | $1.52M | 0.7% | +2,058+7.4% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 16,291 | $1.76M | 0.8% | +1,832+12.7% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,029 | $1.98M | 0.9% | −97−2.4% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 34,520 | $2.12M | 1.0% | +16,735+94.1% | Added | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 54,376 | $2.82M | 1.3% | −10,422−16.1% | Reduced | – |
| iShares Tr464287846 | DOW JONES US ETF | 41,894 | $4.67M | 2.1% | −711−1.7% | 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 Core MSCI Eafe ETF46432F842 | ETF | 102,205 | $7.10M | 3.2% | −6,301−5.8% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 189,700 | $9.54M | 4.3% | +2,367+1.3% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 99,162 | $9.93M | 4.5% | +1,598+1.6% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 159,959 | $12.5M | 5.7% | +2,960+1.9% | Added | – |
| IAUiShares Gold Trust | ETF | 448,544 | $16.5M | 7.5% | +7,383+1.7% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 277,110 | $21.5M | 9.7% | −13,005−4.5% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 63,167 | $22.9M | 10.4% | −8,473−11.8% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 148,579 | $67.1M | 30.4% | −231−0.2% | Reduced | 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% | – |