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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
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5.13K<0.1%00.0%Unchanged–
TAPMolson Coors Beverage CoCL B100$5.15K<0.1%+100NewHistory
NTNXNutanix, Inc.Stock200$5.21K<0.1%00.0%UnchangedHistory
Schwab Emerging Markets Equity ETF808524706ETF221$5.23K<0.1%00.0%Unchanged–
BAHBooz Allen Hamilton Holding CorpCL A51$5.33K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock70$5.38K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$5.40K<0.1%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF46$5.72K<0.1%00.0%Unchanged–
JOEST JOE CoCOM150$5.80K<0.1%00.0%UnchangedHistory
LUVSouthwest Airlines CoCOM175$5.89K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF131$6.12K<0.1%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF180$6.16K<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM30$6.33K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$6.48K<0.1%00.0%UnchangedHistory
MMM3M CoStock55$6.60K<0.1%+50+1,000.0%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF227$6.60K<0.1%00.0%Unchanged–
INVHInvitation Homes Inc.COM225$6.67K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock80$6.70K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$6.78K<0.1%00.0%UnchangedHistory
CCJCameco CorpStock300$6.80K<0.1%+100+50.0%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF149$6.80K<0.1%00.0%Unchanged–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$6.96K<0.1%00.0%Unchanged–
LOWLowes Companies IncStock35$7.01K<0.1%00.0%UnchangedHistory
STORStore Capital LLCCOM225$7.21K<0.1%+225NewHistory
NKENIKE, Inc.Stock62$7.25K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock185$7.44K<0.1%00.0%UnchangedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7.46K<0.1%00.0%Unchanged–
GLDSPDR Gold TrustETF44$7.46K<0.1%−6−12.0%ReducedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF183$7.57K<0.1%00.0%Unchanged–
iShares Tr464288604MRGSTR SM CP GR210$7.57K<0.1%00.0%Unchanged–
Global X FDS37954Y715RBTCS ARTFL INTE380$7.81K<0.1%00.0%Unchanged–
ACNAccenture plcStock30$8.01K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF194$8.14K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8.39K<0.1%00.0%Unchanged–
MSMorgan StanleyStock100$8.50K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock25$8.59K<0.1%−50−66.7%ReducedHistory
QCOMQualcomm IncStock80$8.79K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$9.15K<0.1%00.0%Unchanged–
PAYXPaychex IncStock80$9.24K<0.1%00.0%UnchangedHistory
DPZDominos Pizza IncCOM27$9.35K<0.1%00.0%UnchangedHistory
VMWVmware LLCCL A COM81$9.94K<0.1%00.0%UnchangedHistory
iShares Tr46428743220 YR TR BD ETF100$9.96K<0.1%+100New–
SRCLStericycle IncCOM200$9.98K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock50$10.4K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF195$10.4K<0.1%00.0%Unchanged–
DJPBarclays Bank PLCDJUBS CMDT ETN36310$10.4K<0.1%00.0%UnchangedHistory
MYDBlackRock Muniyield Fund, Inc.COM1,005$10.5K<0.1%+1,005NewHistory
CHDNChurchill Downs IncCOM50$10.6K<0.1%00.0%UnchangedHistory
UAAUnder Armour, Inc.Stock1,048$10.6K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$10.7K<0.1%00.0%Unchanged–
NFLXNetflix IncStock37$10.9K<0.1%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$11.0K<0.1%00.0%Unchanged–
BALLBALL CorpCOM220$11.3K<0.1%00.0%UnchangedHistory
UAUnder Armour, Inc.CL C1,271$11.3K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock225$11.5K<0.1%00.0%UnchangedHistory
AMATApplied Materials IncStock120$11.7K<0.1%−55−31.4%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF85$11.8K<0.1%00.0%Unchanged–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$11.9K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM285$12.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT85$12.0K<0.1%+25+41.7%Added–
DGDollar General CorpCOM50$12.3K<0.1%−50−50.0%ReducedHistory
DEDeere & CoStock29$12.4K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$12.5K<0.1%00.0%Unchanged–
WisdomTree Tr97717W851JAPN HEDGE EQT200$12.9K<0.1%00.0%Unchanged–
iShares Inc464286533MSCI EMERG MRKT245$13.0K<0.1%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF158$13.3K<0.1%00.0%Unchanged–
TGTTarget CorpStock90$13.4K<0.1%00.0%UnchangedHistory
iShares Tr464287150CORE S&P TTL STK161$13.7K<0.1%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR2,946$13.7K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock117$13.8K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF90$14.0K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT93$14.1K<0.1%00.0%Unchanged–
NADNuveen Quality Municipal Income FundCOM1,233$14.5K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock308$14.7K<0.1%+100+48.1%AddedHistory
HRBH&R Block IncCOM406$14.8K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock111$15.1K<0.1%+101+1,010.0%AddedHistory
iShares Tr464288752US HOME CONS ETF250$15.2K<0.1%00.0%Unchanged–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF196$15.2K<0.1%00.0%Unchanged–
BDXBecton Dickinson & CoStock60$15.3K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM11$15.3K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A575$15.4K<0.1%00.0%UnchangedHistory
FLCFlaherty & Crumrine Total Return Fund IncCOM1,000$15.8K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock180$15.9K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock105$15.9K<0.1%+80+320.0%AddedHistory
WMWaste Management IncStock102$16.0K<0.1%00.0%UnchangedHistory
CORCencora, Inc.Stock97$16.1K<0.1%00.0%UnchangedHistory
LEGLeggett & Platt IncStock500$16.1K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock200$16.3K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock528$16.4K<0.1%+432+450.0%AddedHistory
CMCSAComcast CorpStock468$16.4K<0.1%00.0%UnchangedHistory
OKEONEOK IncCOM251$16.5K<0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF172$16.7K<0.1%00.0%Unchanged–
AVGOBroadcom Inc.Stock31$17.2K<0.1%00.0%UnchangedHistory
MAMastercard IncStock50$17.4K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$17.5K<0.1%00.0%Unchanged–
XYZBlock, Inc.CL A285$17.9K<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock229$18.0K<0.1%+229NewHistory
CATCaterpillar IncStock76$18.2K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V621FINL PFD ETF1,300$18.7K<0.1%00.0%Unchanged–
LXP.PCLXP Industrial TrustPREFERRED400$19.0K<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