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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 17, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
357
−1 vs. Q3 2022
Portfolio value
$181.0M
+$11.1M (+6.6%) vs. Q3 2022
Filed
Jan 17, 2023
SEC
Holdings of Lowe Wealth Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
CFMSConformis IncCOM NEW5$17<0.1%−1−10.7%ReducedConverted for a 1-for-25 splitHistory
GRPNGroupon, Inc.COM NEW4$34<0.1%00.0%UnchangedHistory
NMINuveen Municipal Income Fund IncCOM7$66<0.1%00.0%UnchangedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$74<0.1%00.0%Unchanged–
NVTnVent Electric plcSHS2$77<0.1%00.0%UnchangedHistory
ETF Managers Tr26924G508ETFMG ALTR HRVST35$149<0.1%00.0%Unchanged–
CRSPCRISPR Therapeutics AGNAMEN AKT4$163<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV3$164<0.1%00.0%Unchanged–
VTRSViatris IncStock15$167<0.1%00.0%UnchangedHistory
KSSKOHLS CorpStock7$177<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM3$183<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$239<0.1%00.0%Unchanged–
Schwab Strategic Tr808524789FUNDAMENTAL US B5$263<0.1%00.0%Unchanged–
BHCBausch Health Companies Inc.Stock50$314<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM15$324<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33733A102CHINDIA ETF10$381<0.1%00.0%Unchanged–
AMCAMC Entertainment Holdings, Inc.CL A COM100$407<0.1%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A75$425<0.1%00.0%UnchangedHistory
EVGOEVgo Inc.CL A COM100$447<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock100$461<0.1%00.0%UnchangedHistory
EBSEmergent BioSolutions Inc.COM40$472<0.1%−40−50.0%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD3$478<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock5$499<0.1%+2+66.7%AddedHistory
ARNCArconic CorpCOM25$529<0.1%00.0%UnchangedHistory
AQMSAqua Metals, Inc.COM455$569<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock45$572<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock9$576<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM500$580<0.1%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS10$603<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$619<0.1%−350−83.7%ReducedHistory
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW14$625<0.1%−5−26.3%Reduced–
MDTMedtronic plcStock9$699<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock14$705<0.1%00.0%UnchangedHistory
JWNNordstrom IncStock45$726<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW14$749<0.1%00.0%Unchanged–
JOANJOANN Inc.COM265$755<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM12$876<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR100$975<0.1%00.0%UnchangedHistory
AOUTAmerican Outdoor Brands, Inc.COM99$992<0.1%00.0%UnchangedHistory
LLLL Flooring Holdings, Inc.COM200$1.12K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1.15K<0.1%00.0%Unchanged–
TELTE Connectivity plcREG SHS10$1.15K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF6$1.28K<0.1%00.0%Unchanged–
TFCTruist Financial CorpCOM30$1.29K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF41$1.30K<0.1%00.0%Unchanged–
SNAPSnap IncStock150$1.34K<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM40$1.35K<0.1%00.0%UnchangedHistory
Wheeler Real Estate Investment Trust, Inc.963025309CPR900$1.37K<0.1%00.0%Unchanged–
SPCEVirgin Galactic Holdings, IncCOM401$1.40K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM38$1.42K<0.1%+1+2.7%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM20$1.43K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$1.46K<0.1%00.0%Unchanged–
HBIHanesbrands Inc.COM250$1.59K<0.1%+250NewHistory
LULUlululemon athletica inc.Stock5$1.60K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock25$1.80K<0.1%00.0%UnchangedHistory
METMetlife IncStock26$1.88K<0.1%+26NewHistory
ENVXEnovix CorpCOM180$2.24K<0.1%+90+100.0%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM531$2.29K<0.1%00.0%UnchangedHistory
RUMRUM Group Inc.Stock400$2.38K<0.1%+140+53.8%AddedHistory
CRMSalesforce, Inc.Stock18$2.39K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM200$2.46K<0.1%00.0%UnchangedHistory
Schwab International Small-Cap Equity ETF808524888ETF79$2.49K<0.1%00.0%Unchanged–
RGRSturm Ruger & Co IncStock50$2.53K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL40$2.56K<0.1%00.0%Unchanged–
Fidelity MSCI Energy Index ETF316092402ETF110$2.62K<0.1%00.0%Unchanged–
MNKDMannkind CorpCOM NEW500$2.63K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock18$2.68K<0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$2.73K<0.1%00.0%Unchanged–
ACADAcadia Pharmaceuticals IncCOM180$2.87K<0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF44$2.89K<0.1%00.0%Unchanged–
AXPAmerican Express CoStock20$2.96K<0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock45$2.96K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999380$3.06K<0.1%00.0%UnchangedHistory
Fidelity MSCI Health Care Index ETF316092600ETF50$3.20K<0.1%00.0%Unchanged–
iShares Tr464287556ISHARES BIOTECH25$3.28K<0.1%00.0%Unchanged–
STWDStarwood Property Trust, Inc.COM180$3.30K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF14$3.39K<0.1%00.0%Unchanged–
SPLKSplunk IncCOM40$3.44K<0.1%00.0%UnchangedHistory
MEDMedifast IncCOM30$3.46K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS77$3.46K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF200$3.46K<0.1%00.0%Unchanged–
SWBISmith & Wesson Brands, Inc.COM400$3.47K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$3.60K<0.1%00.0%Unchanged–
iShares Tr464288174GL TIMB FORE ETF50$3.64K<0.1%00.0%Unchanged–
BGTBlackRock Floating Rate Income TrustCOM333$3.64K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock25$3.66K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock100$3.94K<0.1%00.0%UnchangedHistory
First Trust Cloud Computing ETF33734X192ETF70$4.03K<0.1%00.0%Unchanged–
iShares Inc464286350MSCI AGR PRO ETF96$4.11K<0.1%00.0%Unchanged–
Schwab Fundamental International Small Equity ETF808524748ETF136$4.25K<0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock25$4.35K<0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF220$4.37K<0.1%00.0%Unchanged–
Vanguard Short-Term Bond ETF921937827ETF63$4.74K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33733B100WTR ETF60$4.76K<0.1%00.0%Unchanged–
Motley Fool Small-Cap Growth ETF74933W874ETF200$4.89K<0.1%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF85$4.92K<0.1%00.0%Unchanged–
RRCRange Resources CorpCOM204$5.10K<0.1%00.0%UnchangedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF444$5.11K<0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (12)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TWTRTwitter, Inc.COM1,100$48.0K<0.1%History
TJXTJX Companies IncStock247$15.0K<0.1%History
Ramco-Gershenson Properties Trust74971D200PERP PFD-D CV300$13.0K<0.1%–
NUENucor CorpCOM67$7.00K<0.1%History
SIRISirius XM Holdings Inc.COM1,100$6.00K<0.1%History
DALDelta Air Lines, Inc.COM NEW150$4.00K<0.1%History
Schwab U.S. REIT ETF808524847ETF84$2.00K<0.1%–
DKNGDraftKings Inc.Stock100$2.00K<0.1%History
COINCoinbase Global, Inc.COM CL A25$2.00K<0.1%History
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF13$1.00K<0.1%–
Vanguard Star FDS921909768VG TL INTL STK F17$1.00K<0.1%–
OGNOrganon & Co.Stock4$00.0%History