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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
334
−5 vs. Q1 2022
Portfolio value
$183.2M
−$37.8M (−17.1%) vs. Q1 2022
Filed
Jul 7, 2022
SEC
Holdings of Lowe Wealth Advisors, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab US Tips ETF808524870ETF389$22.0K<0.1%00.0%Unchanged–
MRNAModerna, Inc.Stock163$23.0K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock200$23.0K<0.1%+100+100.0%AddedHistory
ABTAbbott LaboratoriesStock215$23.0K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM1,000$24.0K<0.1%00.0%UnchangedHistory
Schwab International Equity ETF808524805ETF794$25.0K<0.1%00.0%Unchanged–
DGDollar General CorpCOM100$25.0K<0.1%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock134$26.0K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV216$26.0K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF158$27.0K<0.1%00.0%Unchanged–
State Street Materials Select Sector SPDR ETF81369Y100ETF368$27.0K<0.1%−100−21.4%Reduced–
BACBank of America CorpStock870$27.0K<0.1%00.0%UnchangedHistory
MAINMain Street Capital CORPCEF700$27.0K<0.1%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM255$28.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y715RBTCS ARTFL INTE1,455$30.0K<0.1%−11,185−88.5%Reduced–
SNPSSynopsys IncCOM100$30.0K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock124$31.0K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF359$33.0K<0.1%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock120$33.0K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF395$34.0K<0.1%00.0%Unchanged–
FFord Motor CoStock3,195$36.0K<0.1%−2,050−39.1%ReducedHistory
CVSCVS Health CorpStock385$36.0K<0.1%+1+0.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF96$36.0K<0.1%00.0%Unchanged–
iShares Inc46434G855MSCI GBL GOLD MN1,663$36.0K<0.1%00.0%Unchanged–
iShares Tr464288687PFD AND INCM SEC1,125$37.0K<0.1%00.0%Unchanged–
Yamana Gold Inc98462Y100COM8,000$37.0K<0.1%00.0%Unchanged–
CDKCDK Global, Inc.COM699$38.0K<0.1%00.0%UnchangedHistory
Paramount Global92556H206CL B1,524$38.0K<0.1%00.0%Unchanged–
EXCExelon CorpStock870$39.0K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS400$39.0K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock200$40.0K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM167$40.0K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock1,089$41.0K<0.1%+1,014+1,352.0%AddedHistory
WMTWalmart Inc.Stock338$41.0K<0.1%+3+0.9%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF1,500$41.0K<0.1%−11,160−88.2%Reduced–
SBUXStarbucks CorpStock568$43.0K<0.1%00.0%UnchangedHistory
BPBP PLCADR1,616$46.0K<0.1%−200−11.0%ReducedHistory
XELXcel Energy IncStock658$47.0K<0.1%00.0%UnchangedHistory
iShares Tr46434V4070-5YR HI YL CP1,150$47.0K<0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock200$48.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock511$49.0K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$49.0K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock308$49.0K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT423$50.0K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$50.0K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF991$52.0K<0.1%00.0%Unchanged–
iShares Tr464288521CRE U S REIT ETF998$53.0K<0.1%+388+63.6%Added–
Vanguard Morningstar Value ETF922908744ETF412$54.0K<0.1%00.0%Unchanged–
AMGNAmgen IncStock222$54.0K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,294$57.0K<0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock362$58.0K<0.1%+50+16.0%AddedHistory
DISWalt Disney CoStock616$58.0K<0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF1,503$60.0K<0.1%+501+50.0%Added–
SLFSun Life Financial IncCOM1,306$60.0K<0.1%+2+0.2%AddedHistory
AMZNAmazon Com IncStock625$66.0K<0.1%−235−27.3%ReducedConverted for a 20-for-1 splitHistory
TAT&T Inc.Stock3,170$66.0K<0.1%00.0%UnchangedHistory
KTKT CorpSPONSORED ADR4,700$66.0K<0.1%−2,500−34.7%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock725$68.0K<0.1%+450+163.6%AddedHistory
TSLATesla, Inc.Stock103$69.0K<0.1%00.0%UnchangedHistory
BRBroadridge Financial Solutions, Inc.Stock491$70.0K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock960$72.0K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock475$73.0K<0.1%−50−9.5%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,200$75.0K<0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF688$81.0K<0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock177$85.0K<0.1%+30+20.4%AddedHistory
iShares Tr464288448INTL SEL DIV ETF3,250$88.0K<0.1%−610−15.8%Reduced–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS2,230$89.0K<0.1%+350+18.6%Added–
SNYSanofiSPONSORED ADR1,800$90.0K<0.1%+300+20.0%AddedHistory
FCXFreeport-McMoran IncStock3,159$92.0K0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF2,188$98.0K0.1%00.0%Unchanged–
TROWPrice T Rowe Group IncStock860$98.0K0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF1,648$99.0K0.1%00.0%Unchanged–
VVisa Inc.Stock542$107.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock738$107.0K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock393$108.0K0.1%+100+34.1%AddedHistory
SLViShares Silver TrustETF6,053$113.0K0.1%00.0%UnchangedHistory
iShares S&P 100 ETF464287101ETF656$113.0K0.1%00.0%Unchanged–
iShares Tr46434V696CORE MSCI PAC2,175$113.0K0.1%−200−8.4%Reduced–
KOCoca Cola CoStock1,938$122.0K0.1%00.0%UnchangedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF2,857$129.0K0.1%+447+18.5%Added–
MRKMerck & Co., Inc.Stock1,427$130.0K0.1%−440−23.6%ReducedHistory
WisdomTree Tr97717W406US AI ENHANCED1,492$132.0K0.1%00.0%Unchanged–
IBMInternational Business Machines CorpStock980$138.0K0.1%+947+2,869.7%AddedHistory
JNJJohnson & JohnsonStock830$147.0K0.1%+2+0.2%AddedHistory
BMIBadger Meter IncCOM1,832$148.0K0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock291$149.0K0.1%+30+11.5%AddedHistory
NEMNEWMONT CorpStock2,765$165.0K0.1%−380−12.1%ReducedHistory
iShares Tr46435G425ESG AWR MSCI USA2,125$178.0K0.1%00.0%Unchanged–
LMTLockheed Martin CorpStock454$195.0K0.1%−100−18.1%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,990$200.0K0.1%−1,510−43.1%Reduced–
HSYHershey CoCOM930$200.0K0.1%+1+0.1%AddedHistory
PPLPPL CorpCOM7,869$213.0K0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock2,331$223.0K0.1%−1,200−34.0%ReducedHistory
MPCMarathon Petroleum CorpStock2,840$233.0K0.1%−656−18.8%ReducedHistory
UTGReaves Utility Income FundCOM SH BEN INT7,750$240.0K0.1%+200+2.6%AddedHistory
ADPAutomatic Data Processing IncStock1,215$255.0K0.1%00.0%UnchangedHistory
SPDR Series Trust78464A292ST STR PFD ETF7,673$275.0K0.2%00.0%Unchanged–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,555$293.0K0.2%+212+15.8%Added–
iShares Core High Dividend ETF46429B663ETF2,976$299.0K0.2%00.0%Unchanged–
MKC.VMcCormick & Co IncCOM VTG3,822$317.0K0.2%00.0%UnchangedHistory

Sold out since Q1 2022 (11)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,000$103.0K<0.1%–
ALBAlbemarle CorpStock125$28.0K<0.1%History
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF456$14.0K<0.1%–
MFLBlackRock Muniholdings Investment Quality FundCOM800$10.0K<0.1%History
Vanguard Mortgage-Backed Securities ETF92206C771ETF186$9.00K<0.1%–
Schwab Intermediate-Term US Treasury ETF808524854ETF49$3.00K<0.1%–
STSensata Technologies Holding plcSHS50$3.00K<0.1%History
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF48$1.00K<0.1%–
SPDR Series Trust78464A516ST INTL BBG ETF21$1.00K<0.1%–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF2$00.0%–
MNKTQKeenova Therapeutics plcStock1$00.0%History