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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
NTNXNutanix, Inc.Stock200$4.00K<0.1%00.0%UnchangedHistory
SWBISmith & Wesson Brands, Inc.COM400$4.00K<0.1%00.0%UnchangedHistory
AUPHAurinia Pharmaceuticals Inc.COM531$4.00K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33733B100WTR ETF60$4.00K<0.1%+60New–
DALDelta Air Lines, Inc.COM NEW150$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
State Street Technology Select Sector SPDR ETF81369Y803ETF46$5.00K<0.1%00.0%Unchanged–
PEPPepsiCo IncStock28$5.00K<0.1%00.0%UnchangedHistory
Schwab Emerging Markets Equity ETF808524706ETF221$5.00K<0.1%00.0%Unchanged–
NKENIKE, Inc.Stock62$5.00K<0.1%+1+1.6%AddedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF200$5.00K<0.1%−467−70.0%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF180$5.00K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock80$5.00K<0.1%00.0%UnchangedHistory
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–
CAHCardinal Health IncStock70$5.00K<0.1%00.0%UnchangedHistory
CCJCameco CorpStock200$5.00K<0.1%+200NewHistory
RQICohen & Steers Quality Income Realty Fund IncCEF444$5.00K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM204$5.00K<0.1%+204NewHistory
BAHBooz Allen Hamilton Holding CorpCL A51$5.00K<0.1%00.0%UnchangedHistory
JOEST JOE CoCOM150$5.00K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5.00K<0.1%00.0%Unchanged–
LUVSouthwest Airlines CoCOM175$5.00K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$5.00K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock185$6.00K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$6.00K<0.1%00.0%UnchangedHistory
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–
ALGNAlign Technology IncCOM30$6.00K<0.1%00.0%UnchangedHistory
SIRISirius XM Holdings Inc.COM1,100$6.00K<0.1%00.0%UnchangedHistory
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–
LOWLowes Companies IncStock35$7.00K<0.1%00.0%UnchangedHistory
UAAUnder Armour, Inc.Stock1,048$7.00K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF194$7.00K<0.1%00.0%Unchanged–
Global X FDS37954Y715RBTCS ARTFL INTE380$7.00K<0.1%−1,075−73.9%Reduced–
NUENucor CorpCOM67$7.00K<0.1%+67NewHistory
iShares Tr464288604MRGSTR SM CP GR210$7.00K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042676GLB EX US ETF183$7.00K<0.1%00.0%Unchanged–
GLDSPDR Gold TrustETF50$8.00K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock30$8.00K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$8.00K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock100$8.00K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8.00K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$8.00K<0.1%00.0%Unchanged–
INVHInvitation Homes Inc.COM225$8.00K<0.1%00.0%UnchangedHistory
DPZDominos Pizza IncCOM27$8.00K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT60$8.00K<0.1%00.0%Unchanged–
UAUnder Armour, Inc.CL C1,271$8.00K<0.1%00.0%UnchangedHistory
SRCLStericycle IncCOM200$8.00K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock37$9.00K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock80$9.00K<0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock80$9.00K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF195$9.00K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$9.00K<0.1%00.0%Unchanged–
CHDNChurchill Downs IncCOM50$9.00K<0.1%00.0%UnchangedHistory
VMWVmware LLCCL A COM81$9.00K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock50$10.0K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock225$10.0K<0.1%00.0%UnchangedHistory
DEDeere & CoStock29$10.0K<0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$10.0K<0.1%00.0%UnchangedHistory
DJPBarclays Bank PLCDJUBS CMDT ETN36310$10.0K<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM220$11.0K<0.1%+220NewHistory
FEFirstenergy CorpCOM285$11.0K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF85$11.0K<0.1%00.0%Unchanged–
iShares Russell Mid-Cap Growth ETF464287481ETF150$12.0K<0.1%00.0%Unchanged–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$12.0K<0.1%00.0%Unchanged–
COPConocoPhillipsStock117$12.0K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock200$12.0K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock76$12.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF90$12.0K<0.1%00.0%Unchanged–
iShares Inc464286533MSCI EMERG MRKT245$12.0K<0.1%00.0%Unchanged–
WisdomTree Tr97717W851JAPN HEDGE EQT200$12.0K<0.1%00.0%Unchanged–
CORCencora, Inc.Stock97$13.0K<0.1%+97NewHistory
BDXBecton Dickinson & CoStock60$13.0K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock90$13.0K<0.1%00.0%UnchangedHistory
iShares Tr464288752US HOME CONS ETF250$13.0K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT93$13.0K<0.1%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF158$13.0K<0.1%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR2,946$13.0K<0.1%+2,946NewHistory
OKEONEOK IncCOM251$13.0K<0.1%+251NewHistory
iShares Tr464287150CORE S&P TTL STK161$13.0K<0.1%00.0%Unchanged–
Ramco-Gershenson Properties Trust74971D200PERP PFD-D CV300$13.0K<0.1%00.0%Unchanged–
MAMastercard IncStock50$14.0K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock468$14.0K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock31$14.0K<0.1%+1+3.3%AddedHistory
AMATApplied Materials IncStock175$14.0K<0.1%00.0%UnchangedHistory
NADNuveen Quality Municipal Income FundCOM1,233$14.0K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF196$15.0K<0.1%00.0%Unchanged–
TJXTJX Companies IncStock247$15.0K<0.1%+247NewHistory
GOOGAlphabet Inc.Stock160$15.0K<0.1%00.0%UnchangedConverted for a 20-for-1 splitHistory
WMWaste Management IncStock102$16.0K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A285$16.0K<0.1%+285NewHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$16.0K<0.1%00.0%Unchanged–
PEverpure, Inc.CL A575$16.0K<0.1%00.0%UnchangedHistory
FLCFlaherty & Crumrine Total Return Fund IncCOM1,000$16.0K<0.1%00.0%UnchangedHistory
LEGLeggett & Platt IncStock500$17.0K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock180$17.0K<0.1%+20+12.5%AddedConverted for a 20-for-1 splitHistory

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%–