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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
MSMorgan StanleyStock100$8.00K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF194$8.00K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8.00K<0.1%−200−63.5%Reduced–
INVHInvitation Homes Inc.COM225$8.00K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF183$8.00K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT60$8.00K<0.1%00.0%Unchanged–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7.00K<0.1%00.0%Unchanged–
Schwab US Aggregate Bond ETF808524839ETF149$7.00K<0.1%00.0%Unchanged–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$7.00K<0.1%00.0%Unchanged–
NOCNorthrop Grumman CorpStock15$7.00K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$7.00K<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM30$7.00K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$7.00K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COM1,100$7.00K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF46$6.00K<0.1%00.0%Unchanged–
NFLXNetflix IncStock37$6.00K<0.1%+20+117.6%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF221$6.00K<0.1%00.0%Unchanged–
NKENIKE, Inc.Stock61$6.00K<0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF180$6.00K<0.1%00.0%Unchanged–
Schwab Fundamental U.S. Small Company ETF808524763ETF131$6.00K<0.1%00.0%Unchanged–
Schwab Fundamental International Equity ETF808524755ETF227$6.00K<0.1%00.0%Unchanged–
LOWLowes Companies IncStock35$6.00K<0.1%−20−36.4%ReducedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF444$6.00K<0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM50$6.00K<0.1%00.0%UnchangedHistory
JOEST JOE CoCOM150$6.00K<0.1%+150NewHistory
LUVSouthwest Airlines CoCOM175$6.00K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV115$6.00K<0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock25$5.00K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock28$5.00K<0.1%00.0%UnchangedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF85$5.00K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock80$5.00K<0.1%+50+166.7%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$5.00K<0.1%00.0%Unchanged–
Vanguard Short-Term Bond ETF921937827ETF63$5.00K<0.1%00.0%Unchanged–
SWBISmith & Wesson Brands, Inc.COM400$5.00K<0.1%00.0%UnchangedHistory
BAHBooz Allen Hamilton Holding CorpCL A51$5.00K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5.00K<0.1%−60−24.0%Reduced–
AUPHAurinia Pharmaceuticals Inc.COM531$5.00K<0.1%00.0%UnchangedHistory
MEDMedifast IncCOM30$5.00K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock25$4.00K<0.1%00.0%UnchangedHistory
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF200$4.00K<0.1%−211−51.3%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$4.00K<0.1%00.0%Unchanged–
NVDANVIDIA CorpStock25$4.00K<0.1%00.0%UnchangedHistory
Schwab Fundamental International Small Equity ETF808524748ETF136$4.00K<0.1%00.0%Unchanged–
CAHCardinal Health IncStock70$4.00K<0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF220$4.00K<0.1%00.0%Unchanged–
PNRPENTAIR plcSHS77$4.00K<0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW150$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
iShares Inc464286350MSCI AGR PRO ETF96$4.00K<0.1%00.0%Unchanged–
BGTBlackRock Floating Rate Income TrustCOM333$4.00K<0.1%00.0%UnchangedHistory
SPLKSplunk IncCOM40$4.00K<0.1%00.0%UnchangedHistory
Wheeler Real Estate Investment Trust, Inc.963025309CPR900$4.00K<0.1%00.0%Unchanged–
CSXCSX CorpStock96$3.00K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock25$3.00K<0.1%00.0%UnchangedHistory
RGRSturm Ruger & Co IncStock50$3.00K<0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock45$3.00K<0.1%00.0%UnchangedHistory
Fidelity MSCI Health Care Index ETF316092600ETF50$3.00K<0.1%00.0%Unchanged–
CRMSalesforce, Inc.Stock18$3.00K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock20$3.00K<0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$3.00K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF14$3.00K<0.1%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock100$3.00K<0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF44$3.00K<0.1%00.0%Unchanged–
NTNXNutanix, Inc.Stock200$3.00K<0.1%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM180$3.00K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS418$3.00K<0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH25$3.00K<0.1%00.0%Unchanged–
CCLCarnival Corp Ltd.UNIT 99/99/9999380$3.00K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock18$2.00K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock150$2.00K<0.1%00.0%UnchangedHistory
Schwab International Small-Cap Equity ETF808524888ETF79$2.00K<0.1%00.0%Unchanged–
NIONIO Inc.ADR100$2.00K<0.1%00.0%UnchangedHistory
Schwab U.S. REIT ETF808524847ETF84$2.00K<0.1%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF11$2.00K<0.1%00.0%Unchanged–
ADMArcher-Daniels-Midland CoStock30$2.00K<0.1%00.0%UnchangedHistory
Fidelity MSCI Energy Index ETF316092402ETF110$2.00K<0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock25$2.00K<0.1%00.0%UnchangedHistory
ENVXEnovix CorpCOM190$2.00K<0.1%+100+111.1%AddedHistory
EBSEmergent BioSolutions Inc.COM80$2.00K<0.1%00.0%UnchangedHistory
MNKDMannkind CorpCOM NEW500$2.00K<0.1%00.0%UnchangedHistory
JOANJOANN Inc.COM265$2.00K<0.1%00.0%UnchangedHistory
LLLL Flooring Holdings, Inc.COM200$2.00K<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM30$2.00K<0.1%+30NewHistory
SPCEVirgin Galactic Holdings, IncCOM401$2.00K<0.1%00.0%UnchangedHistory
CF Acquisition Corp VI12521J103COM CL A180$2.00K<0.1%+100+125.0%Added–
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%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF6$1.00K<0.1%00.0%Unchanged–
DOWDow Inc.Stock14$1.00K<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.Stock100$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
JWNNordstrom IncStock45$1.00K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock5$1.00K<0.1%00.0%UnchangedHistory
MMM3M CoStock5$1.00K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$1.00K<0.1%00.0%Unchanged–
AOUTAmerican Outdoor Brands, Inc.COM99$1.00K<0.1%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A25$1.00K<0.1%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