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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
PNCPNC Financial Services Group, Inc.Stock308$46.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock511$44.0K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT423$43.0K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$42.0K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM167$42.0K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock1,592$41.0K<0.1%+503+46.2%AddedHistory
NOCNorthrop Grumman CorpStock76$36.0K<0.1%+61+406.7%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF1,500$36.0K<0.1%00.0%Unchanged–
Yamana Gold Inc98462Y100COM8,000$36.0K<0.1%00.0%Unchanged–
RTXRTX CorpStock428$35.0K<0.1%+241+128.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF96$34.0K<0.1%00.0%Unchanged–
EXCExelon CorpStock870$33.0K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock120$32.0K<0.1%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock115$32.0K<0.1%−19−14.2%ReducedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF395$32.0K<0.1%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP813$32.0K<0.1%−337−29.3%Reduced–
GRMNGarmin LtdSHS400$32.0K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF359$31.0K<0.1%00.0%Unchanged–
TSMTaiwan Semiconductor Manufacturing Co LtdADR452$31.0K<0.1%+452NewHistory
SNPSSynopsys IncCOM100$31.0K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM175$31.0K<0.1%+175NewHistory
iShares Inc46434G855MSCI GBL GOLD MN1,663$31.0K<0.1%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM255$31.0K<0.1%00.0%UnchangedHistory
FFord Motor CoStock2,695$30.0K<0.1%−500−15.6%ReducedHistory
SYKStryker CorpStock150$30.0K<0.1%−50−25.0%ReducedHistory
WMTWalmart Inc.Stock234$30.0K<0.1%−104−30.8%ReducedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF591$30.0K<0.1%−400−40.4%Reduced–
MCDMcDonalds CorpStock124$29.0K<0.1%00.0%UnchangedHistory
Paramount Global92556H206CL B1,524$29.0K<0.1%00.0%Unchanged–
DUKDuke Energy CORPStock299$28.0K<0.1%+166+124.8%AddedHistory
iShares Tr4642874571 3 YR TREAS BD350$28.0K<0.1%+350New–
iShares Tr464288687PFD AND INCM SEC850$27.0K<0.1%−275−24.4%Reduced–
iShares Russell 2000 ETF464287655ETF158$26.0K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock52$26.0K<0.1%+32+160.0%AddedHistory
BACBank of America CorpStock870$26.0K<0.1%00.0%UnchangedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF368$25.0K<0.1%00.0%Unchanged–
MAINMain Street Capital CORPCEF700$24.0K<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM100$24.0K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV216$24.0K<0.1%00.0%Unchanged–
GSGoldman Sachs Group IncStock75$22.0K<0.1%+75NewHistory
Schwab International Equity ETF808524805ETF794$22.0K<0.1%00.0%Unchanged–
PWRQuanta Services, Inc.COM174$22.0K<0.1%+124+248.0%AddedHistory
JPMJPMorgan Chase & CoStock200$21.0K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock215$21.0K<0.1%00.0%UnchangedHistory
iShares Inc46434G780MSCI SINGPOR ETF1,200$21.0K<0.1%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF520$20.0K<0.1%00.0%Unchanged–
Schwab US Tips ETF808524870ETF389$20.0K<0.1%00.0%Unchanged–
Global X FDS37954Y780INTERNET OF THNG809$20.0K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V621FINL PFD ETF1,300$20.0K<0.1%00.0%Unchanged–
MRNAModerna, Inc.Stock163$19.0K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF145$19.0K<0.1%+145New–
UTFCohen & Steers Infrastructure Fund IncCOM808$19.0K<0.1%+808NewHistory
LXP.PCLXP Industrial TrustPREFERRED400$19.0K<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
VLOValero Energy CorpStock155$17.0K<0.1%+130+520.0%AddedHistory
ADMArcher-Daniels-Midland CoStock211$17.0K<0.1%+181+603.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF172$17.0K<0.1%00.0%Unchanged–
CMGChipotle Mexican Grill IncCOM11$17.0K<0.1%00.0%UnchangedHistory
HRBH&R Block IncCOM406$17.0K<0.1%00.0%UnchangedHistory
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
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
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
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–
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–
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–
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
NFLXNetflix IncStock37$9.00K<0.1%00.0%UnchangedHistory

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%–