Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 7, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 334
- −5 vs. Q1 2022
- Portfolio value
- $183.2M
- −$37.8M (−17.1%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $5.00K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $5.00K | <0.1% | 00.0% | Unchanged | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5.00K | <0.1% | 00.0% | Unchanged | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5.00K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5.00K | <0.1% | −60−24.0% | Reduced | – |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $5.00K | <0.1% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 30 | $5.00K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $6.00K | <0.1% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 37 | $6.00K | <0.1% | +20+117.6% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $6.00K | <0.1% | 00.0% | Unchanged | – |
| NKENIKE, Inc. | Stock | 61 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $6.00K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $6.00K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $6.00K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 35 | $6.00K | <0.1% | −20−36.4% | Reduced | History |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 50 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| JOEST JOE Co | COM | 150 | $6.00K | <0.1% | +150 | New | History |
| LUVSouthwest Airlines Co | COM | 175 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 115 | $6.00K | <0.1% | 00.0% | Unchanged | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7.00K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $7.00K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7.00K | <0.1% | 00.0% | Unchanged | – |
| NOCNorthrop Grumman Corp | Stock | 15 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $7.00K | <0.1% | 00.0% | Unchanged | – |
| ALGNAlign Technology Inc | COM | 30 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 50 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 30 | $8.00K | <0.1% | −20−40.0% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 100 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8.00K | <0.1% | −200−63.5% | Reduced | – |
| INVHInvitation Homes Inc. | COM | 225 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 60 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 80 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 185 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 29 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| UAAUnder Armour, Inc. | Stock | 1,048 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $9.00K | <0.1% | 00.0% | Unchanged | – |
| SRCLStericycle Inc | COM | 200 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| VMWVmware LLC | CL A COM | 81 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 80 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| CHDNChurchill Downs Inc | COM | 50 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| UAUnder Armour, Inc. | CL C | 1,271 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 20 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 117 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 90 | $11.0K | <0.1% | −8,435−98.9% | Reduced | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 285 | $11.0K | <0.1% | +285 | New | History |
| DPZDominos Pizza Inc | COM | 27 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $12.0K | <0.1% | 00.0% | Unchanged | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 85 | $12.0K | <0.1% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 225 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 200 | $12.0K | <0.1% | −3,480−94.6% | Reduced | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $12.0K | <0.1% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 90 | $13.0K | <0.1% | +90 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 90 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 161 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| DUKDuke Energy CORP | Stock | 133 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 200 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 76 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 11 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 93 | $14.0K | <0.1% | −90−49.2% | Reduced | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $14.0K | <0.1% | 00.0% | Unchanged | – |
| HRBH&R Block Inc | COM | 406 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 300 | $14.0K | <0.1% | −200−40.0% | Reduced | – |
| BDXBecton Dickinson & Co | Stock | 60 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 30 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| PEverpure, Inc. | CL A | 575 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 102 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 50 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $16.0K | <0.1% | −60−23.4% | Reduced | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 667 | $16.0K | <0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 175 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| LEGLeggett & Platt Inc | Stock | 500 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 8 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 8 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| NVONovo Nordisk A S | ADR | 150 | $17.0K | <0.1% | −40−21.1% | Reduced | History |
| DVNDevon Energy Corp | Stock | 300 | $17.0K | <0.1% | +50+20.0% | Added | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 468 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 187 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 520 | $20.0K | <0.1% | −63−10.8% | Reduced | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 1,300 | $20.0K | <0.1% | +650+100.0% | Added | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $21.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $21.0K | <0.1% | 00.0% | Unchanged | – |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $21.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (11)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,000 | $103.0K | <0.1% | – |
| ALBAlbemarle Corp | Stock | 125 | $28.0K | <0.1% | History |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 456 | $14.0K | <0.1% | – |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 800 | $10.0K | <0.1% | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 186 | $9.00K | <0.1% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 49 | $3.00K | <0.1% | – |
| STSensata Technologies Holding plc | SHS | 50 | $3.00K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 48 | $1.00K | <0.1% | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 21 | $1.00K | <0.1% | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 2 | $0 | 0.0% | – |
| MNKTQKeenova Therapeutics plc | Stock | 1 | $0 | 0.0% | History |