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.
- Positions
- 358
- +24 vs. Q2 2022
- Portfolio value
- $169.9M
- −$13.3M (−7.3%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VLOValero Energy Corp | Stock | 155 | $17.0K | <0.1% | +130+520.0% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $17.0K | <0.1% | +181+603.3% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 172 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| CMGChipotle Mexican Grill Inc | COM | 11 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 406 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 163 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $19.0K | <0.1% | +145 | New | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $19.0K | <0.1% | +808 | New | History |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 520 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Tips ETF808524870 | ETF | 389 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 1,300 | $20.0K | <0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 200 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 215 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 1,200 | $21.0K | <0.1% | 00.0% | Unchanged | – |
| GSGoldman Sachs Group Inc | Stock | 75 | $22.0K | <0.1% | +75 | New | History |
| Schwab International Equity ETF808524805 | ETF | 794 | $22.0K | <0.1% | 00.0% | Unchanged | – |
| PWRQuanta Services, Inc. | COM | 174 | $22.0K | <0.1% | +124+248.0% | Added | History |
| MAINMain Street Capital CORP | CEF | 700 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 100 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 216 | $24.0K | <0.1% | 00.0% | Unchanged | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 368 | $25.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 158 | $26.0K | <0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 52 | $26.0K | <0.1% | +32+160.0% | Added | History |
| BACBank of America Corp | Stock | 870 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288687 | PFD AND INCM SEC | 850 | $27.0K | <0.1% | −275−24.4% | Reduced | – |
| DUKDuke Energy CORP | Stock | 299 | $28.0K | <0.1% | +166+124.8% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 350 | $28.0K | <0.1% | +350 | New | – |
| MCDMcDonalds Corp | Stock | 124 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 1,524 | $29.0K | <0.1% | 00.0% | Unchanged | – |
| FFord Motor Co | Stock | 2,695 | $30.0K | <0.1% | −500−15.6% | Reduced | History |
| SYKStryker Corp | Stock | 150 | $30.0K | <0.1% | −50−25.0% | Reduced | History |
| WMTWalmart Inc. | Stock | 234 | $30.0K | <0.1% | −104−30.8% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 591 | $30.0K | <0.1% | −400−40.4% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 359 | $31.0K | <0.1% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $31.0K | <0.1% | +452 | New | History |
| SNPSSynopsys Inc | COM | 100 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 175 | $31.0K | <0.1% | +175 | New | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $31.0K | <0.1% | 00.0% | Unchanged | – |
| HLTHilton Worldwide Holdings Inc. | COM | 255 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $32.0K | <0.1% | 00.0% | Unchanged | History |
| ENPHEnphase Energy, Inc. | Stock | 115 | $32.0K | <0.1% | −19−14.2% | Reduced | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 395 | $32.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 813 | $32.0K | <0.1% | −337−29.3% | Reduced | – |
| GRMNGarmin Ltd | SHS | 400 | $32.0K | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 870 | $33.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $34.0K | <0.1% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 428 | $35.0K | <0.1% | +241+128.9% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 76 | $36.0K | <0.1% | +61+406.7% | Added | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 1,500 | $36.0K | <0.1% | 00.0% | Unchanged | – |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $36.0K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 1,592 | $41.0K | <0.1% | +503+46.2% | Added | History |
| XELXcel Energy Inc | Stock | 658 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 167 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $44.0K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 1,616 | $46.0K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $46.0K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 788 | $47.0K | <0.1% | +488+162.7% | Added | History |
| iShares Tr464288521 | CRE U S REIT ETF | 998 | $47.0K | <0.1% | 00.0% | Unchanged | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| TWTRTwitter, Inc. | COM | 1,100 | $48.0K | <0.1% | +1,100 | New | History |
| TAT&T Inc. | Stock | 3,170 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 222 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $51.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $52.0K | <0.1% | 00.0% | Unchanged | – |
| SLFSun Life Financial Inc | COM | 1,308 | $52.0K | <0.1% | +2+0.2% | Added | History |
| ROKRockwell Automation, Inc | Stock | 248 | $53.0K | <0.1% | 00.0% | Unchanged | History |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $55.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,000 | $56.0K | <0.1% | −200−16.7% | Reduced | – |
| KTKT Corp | SPONSORED ADR | 4,700 | $57.0K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 611 | $58.0K | <0.1% | +226+58.7% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $61.0K | <0.1% | +800 | New | History |
| ABBVAbbVie Inc. | Stock | 475 | $64.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,100 | $70.0K | <0.1% | −150−4.6% | Reduced | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $71.0K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 152 | $72.0K | <0.1% | −25−14.1% | Reduced | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 590 | $74.0K | <0.1% | +500+555.6% | Added | – |
| METAMeta Platforms, Inc. | Stock | 562 | $76.0K | <0.1% | +200+55.2% | Added | History |
| SNYSanofi | SPONSORED ADR | 2,000 | $76.0K | <0.1% | +200+11.1% | Added | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 2,230 | $78.0K | <0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 309 | $82.0K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| iShares Select Dividend ETF464287168 | ETF | 767 | $82.0K | <0.1% | +79+11.5% | Added | – |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $84.0K | <0.1% | +200+27.6% | Added | History |
| GISGeneral Mills Inc | Stock | 1,117 | $86.0K | 0.1% | +157+16.4% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 3,159 | $86.0K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 319 | $88.0K | 0.1% | −74−18.8% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 860 | $90.0K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 960 | $91.0K | 0.1% | +344+55.8% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,188 | $93.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $95.0K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 542 | $96.0K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 1,168 | $98.0K | 0.1% | +600+105.6% | Added | History |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $104.0K | 0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 6,053 | $106.0K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 738 | $106.0K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 656 | $107.0K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 1,938 | $109.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (6)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| CDKCDK Global, Inc. | COM | 699 | $38.0K | <0.1% | History |
| NVONovo Nordisk A S | ADR | 150 | $17.0K | <0.1% | History |
| Strategy Shares Nasdaq 7HANDL Index ETF86280R506 | ETF | 200 | $4.00K | <0.1% | – |
| COHRCoherent Corp. | COM | 30 | $2.00K | <0.1% | History |
| CF Acquisition Corp VI12521J103 | COM CL A | 180 | $2.00K | <0.1% | – |
| ProShares Bitcoin ETF74347G440 | ETF | 40 | $0 | 0.0% | – |