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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 6, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
358
+24 vs. Q2 2022
Portfolio value
$169.9M
−$13.3M (−7.3%) vs. Q2 2022
Filed
Oct 6, 2022
SEC
Holdings of Lowe Wealth Advisors, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$00.0%00.0%Unchanged–
BHCBausch Health Companies Inc.Stock50$00.0%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock3$00.0%00.0%UnchangedHistory
VTRSViatris IncStock15$00.0%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock100$00.0%00.0%UnchangedHistory
OGNOrganon & Co.Stock4$00.0%00.0%UnchangedHistory
JCIJohnson Controls International plcStock9$00.0%00.0%UnchangedHistory
KSSKOHLS CorpStock7$00.0%00.0%UnchangedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT4$00.0%00.0%UnchangedHistory
Schwab Strategic Tr808524789FUNDAMENTAL US B5$00.0%00.0%Unchanged–
NMINuveen Municipal Income Fund IncCOM7$00.0%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM15$00.0%00.0%UnchangedHistory
JAZZJazz Pharmaceuticals plcSHS USD3$00.0%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$00.0%00.0%Unchanged–
NVTnVent Electric plcSHS2$00.0%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM3$00.0%+3NewHistory
GRPNGroupon, Inc.COM NEW4$00.0%00.0%UnchangedHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
AQMSAqua Metals, Inc.COM455$00.0%+455NewHistory
ARNCArconic CorpCOM25$00.0%00.0%UnchangedHistory
CFMSConformis IncCOM140$00.0%00.0%UnchangedHistory
ETF Managers Tr26924G508ETFMG ALTR HRVST35$00.0%00.0%Unchanged–
First Tr Exchange Traded FD33733A102CHINDIA ETF10$00.0%00.0%Unchanged–
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV3$00.0%−112−97.4%Reduced–
MDTMedtronic plcStock9$1.00K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock150$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
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF13$1.00K<0.1%+13New–
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
QSQuantumScape CorpCOM CL A75$1.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1.00K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW14$1.00K<0.1%+14New–
PRTAProthena Corp Public Ltd CoSHS10$1.00K<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM40$1.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW19$1.00K<0.1%+19New–
Vanguard Star FDS921909768VG TL INTL STK F17$1.00K<0.1%+17New–
WHWyndham Hotels & Resorts, Inc.COM20$1.00K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM12$1.00K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM30$1.00K<0.1%00.0%UnchangedHistory
EVGOEVgo Inc.CL A COM100$1.00K<0.1%00.0%UnchangedHistory
AMCAMC Entertainment Holdings, Inc.CL A COM100$1.00K<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM500$1.00K<0.1%00.0%UnchangedHistory
LLLL Flooring Holdings, Inc.COM200$1.00K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM37$1.00K<0.1%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS10$1.00K<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–
DKNGDraftKings Inc.Stock100$2.00K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Growth ETF922908736ETF11$2.00K<0.1%00.0%Unchanged–
Fidelity MSCI Energy Index ETF316092402ETF110$2.00K<0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock25$2.00K<0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF44$2.00K<0.1%00.0%Unchanged–
COINCoinbase Global, Inc.COM CL A25$2.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL40$2.00K<0.1%+40New–
ENVXEnovix CorpCOM90$2.00K<0.1%−100−52.6%ReducedHistory
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
SPCEVirgin Galactic Holdings, IncCOM401$2.00K<0.1%00.0%UnchangedHistory
Wheeler Real Estate Investment Trust, Inc.963025309CPR900$2.00K<0.1%00.0%Unchanged–
PGProcter & Gamble CoStock25$3.00K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock18$3.00K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock96$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
NVDANVIDIA CorpStock25$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
RUMRUM Group Inc.Stock260$3.00K<0.1%+260NewHistory
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–
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF200$3.00K<0.1%+200New–
PNRPENTAIR plcSHS77$3.00K<0.1%00.0%UnchangedHistory
iShares Tr464288174GL TIMB FORE ETF50$3.00K<0.1%00.0%Unchanged–
STWDStarwood Property Trust, Inc.COM180$3.00K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM200$3.00K<0.1%−800−80.0%ReducedHistory
MEDMedifast IncCOM30$3.00K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999380$3.00K<0.1%00.0%UnchangedHistory
SPLKSplunk IncCOM40$3.00K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock25$4.00K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$4.00K<0.1%00.0%Unchanged–
First Trust Cloud Computing ETF33734X192ETF70$4.00K<0.1%+70New–
iShares Core MSCI Total International Stock ETF46432F834ETF85$4.00K<0.1%00.0%Unchanged–
Schwab Fundamental International Small Equity ETF808524748ETF136$4.00K<0.1%00.0%Unchanged–
iShares Global Clean Energy ETF464288224ETF220$4.00K<0.1%00.0%Unchanged–

Sold out since Q2 2022 (6)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
CDKCDK Global, Inc.COM699$38.0K<0.1%History
NVONovo Nordisk A SADR150$17.0K<0.1%History
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF200$4.00K<0.1%–
COHRCoherent Corp.COM30$2.00K<0.1%History
CF Acquisition Corp VI12521J103COM CL A180$2.00K<0.1%–
ProShares Bitcoin ETF74347G440ETF40$00.0%–