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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
UTFCohen & Steers Infrastructure Fund IncCOM808$19.4K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock211$19.6K<0.1%00.0%UnchangedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF200$19.6K<0.1%+200New–
VLOValero Energy CorpStock155$19.7K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock150$20.1K<0.1%−50−25.0%ReducedHistory
Schwab US Tips ETF808524870ETF389$20.1K<0.1%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF145$21.0K<0.1%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF520$21.1K<0.1%00.0%Unchanged–
iShares Inc46434G780MSCI SINGPOR ETF1,200$22.6K<0.1%00.0%Unchanged–
Global X FDS37954Y780INTERNET OF THNG809$23.4K<0.1%00.0%Unchanged–
ABTAbbott LaboratoriesStock215$23.6K<0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM174$24.8K<0.1%00.0%UnchangedHistory
FFord Motor CoStock2,195$25.5K<0.1%−500−18.6%ReducedHistory
Schwab International Equity ETF808524805ETF794$25.6K<0.1%00.0%Unchanged–
Paramount Global92556H206CL B1,524$25.7K<0.1%00.0%Unchanged–
MAINMain Street Capital CORPCEF700$25.9K<0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC850$26.0K<0.1%00.0%Unchanged–
SYKStryker CorpStock110$26.9K<0.1%−40−26.7%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV216$27.0K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF158$27.5K<0.1%00.0%Unchanged–
State Street Materials Select Sector SPDR ETF81369Y100ETF368$28.6K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock52$28.6K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock870$28.8K<0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock163$29.3K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM175$29.4K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF591$29.9K<0.1%00.0%Unchanged–
ENPHEnphase Energy, Inc.Stock115$30.5K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock299$30.8K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM100$31.9K<0.1%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM255$32.2K<0.1%00.0%UnchangedHistory
iShares Tr46434V4070-5YR HI YL CP813$33.2K<0.1%00.0%Unchanged–
TSMTaiwan Semiconductor Manufacturing Co LtdADR452$33.7K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF395$33.9K<0.1%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF359$34.0K<0.1%00.0%Unchanged–
BPBP PLCADR976$34.1K<0.1%−640−39.6%ReducedHistory
iShares Core S&P 500 ETF464287200ETF96$36.9K<0.1%00.0%Unchanged–
GRMNGarmin LtdSHS400$36.9K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock120$37.1K<0.1%00.0%UnchangedHistory
iShares Inc46434G855MSCI GBL GOLD MN1,663$37.1K<0.1%00.0%Unchanged–
EXCExelon CorpStock870$37.6K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock309$38.1K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock460$40.8K<0.1%+300+187.5%AddedHistory
NOCNorthrop Grumman CorpStock76$41.5K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock1,592$42.1K<0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock688$42.3K<0.1%−100−12.7%ReducedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF1,500$43.0K<0.1%00.0%Unchanged–
RTXRTX CorpStock428$43.2K<0.1%00.0%UnchangedHistory
Yamana Gold Inc98462Y100COM8,000$44.4K<0.1%00.0%Unchanged–
XELXcel Energy IncStock658$46.1K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock258$46.6K<0.1%+230+821.4%AddedHistory
WMTWalmart Inc.Stock334$47.3K<0.1%+100+42.7%AddedHistory
PLDPrologis, Inc.REIT423$47.7K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock511$48.5K<0.1%00.0%UnchangedHistory
iShares Tr464288521CRE U S REIT ETF998$49.4K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM167$52.0K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$53.8K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM800$55.8K<0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF1,503$57.0K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock612$57.0K<0.1%+1+0.2%AddedHistory
Vanguard Morningstar Value ETF922908744ETF412$57.8K<0.1%00.0%Unchanged–
AMGNAmgen IncStock222$58.3K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock3,170$58.4K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock224$59.0K<0.1%+100+80.6%AddedHistory
DNPDNP Select Income Fund IncCOM5,294$59.6K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF900$60.7K<0.1%+900New–
APDAir Products & Chemicals, Inc.Stock200$61.7K<0.1%00.0%UnchangedHistory
KTKT CorpSPONSORED ADR4,700$63.5K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$63.9K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,000$65.7K<0.1%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock491$65.9K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock430$67.9K<0.1%+122+39.6%AddedHistory
COSTCostco Wholesale CorpStock152$69.4K<0.1%00.0%UnchangedHistory
SLFSun Life Financial IncCOM1,523$70.7K<0.1%+215+16.4%AddedHistory
ABBVAbbVie Inc.Stock475$76.8K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO590$80.2K<0.1%00.0%Unchanged–
iShares Tr464288448INTL SEL DIV ETF3,000$81.5K<0.1%−100−3.2%Reduced–
METAMeta Platforms, Inc.Stock682$82.1K<0.1%+120+21.4%AddedHistory
DISWalt Disney CoStock960$83.4K<0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock269$84.9K<0.1%−50−15.7%ReducedHistory
iShares Select Dividend ETF464287168ETF767$92.5K0.1%00.0%Unchanged–
GISGeneral Mills IncStock1,117$93.7K0.1%00.0%UnchangedHistory
TROWPrice T Rowe Group IncStock860$93.8K0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock925$94.9K0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF1,648$96.4K0.1%00.0%Unchanged–
SNYSanofiSPONSORED ADR2,000$96.9K0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF2,188$98.8K0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS2,380$98.9K0.1%+150+6.7%Added–
AMZNAmazon Com IncStock1,275$107.1K0.1%+175+15.9%AddedHistory
iShares Tr4642874571 3 YR TREAS BD1,350$109.6K0.1%+1,000+285.7%Added–
iShares S&P 100 ETF464287101ETF656$111.9K0.1%00.0%Unchanged–
VVisa Inc.Stock542$112.7K0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock1,156$115.0K0.1%−350−23.2%ReducedHistory
SBUXStarbucks CorpStock1,168$115.9K0.1%00.0%UnchangedHistory
iShares Tr46434V696CORE MSCI PAC2,175$116.7K0.1%00.0%Unchanged–
FCXFreeport-McMoran IncStock3,159$120.0K0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock232$123.0K0.1%−40−14.7%ReducedHistory
KOCoca Cola CoStock2,038$129.6K0.1%+100+5.2%AddedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF2,857$130.0K0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock1,186$131.6K0.1%−200−14.4%ReducedHistory
CVXChevron CorpStock738$132.5K0.1%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