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.
- Positions
- 357
- −1 vs. Q3 2022
- Portfolio value
- $181.0M
- +$11.1M (+6.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLViShares Silver Trust | ETF | 6,053 | $133.3K | 0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,492 | $136.9K | 0.1% | 00.0% | Unchanged | – |
| NEMNEWMONT Corp | Stock | 2,965 | $139.9K | 0.1% | +200+7.2% | Added | History |
| IBMInternational Business Machines Corp | Stock | 1,030 | $145.1K | 0.1% | +50+5.1% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,825 | $154.7K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 761 | $162.2K | 0.1% | +750+6,818.2% | Added | – |
| BMIBadger Meter Inc | COM | 1,600 | $174.4K | 0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 377 | $183.4K | 0.1% | 00.0% | Unchanged | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,100 | $189.0K | 0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 1,134 | $200.3K | 0.1% | +152+15.5% | Added | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,940 | $213.5K | 0.1% | 00.0% | Unchanged | – |
| HSYHershey Co | COM | 930 | $215.4K | 0.1% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 7,869 | $229.9K | 0.1% | 00.0% | Unchanged | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,200 | $231.8K | 0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,073 | $265.0K | 0.1% | +400+5.2% | Added | – |
| MKC.VMcCormick & Co Inc | COM VTG | 3,300 | $271.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $287.7K | 0.2% | 00.0% | Unchanged | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $290.2K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,067 | $292.0K | 0.2% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 2,616 | $304.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,952 | $307.7K | 0.2% | 00.0% | Unchanged | – |
| AEEAmeren Corp | COM | 4,138 | $368.0K | 0.2% | 00.0% | Unchanged | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 10,420 | $369.2K | 0.2% | +4,705+82.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,637 | $403.3K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 24,151 | $425.5K | 0.2% | +1,290+5.6% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,465 | $455.8K | 0.3% | −700−9.8% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,700 | $502.6K | 0.3% | −50−1.3% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,615 | $530.7K | 0.3% | −365−12.2% | Reduced | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 25,855 | $584.6K | 0.3% | −3,310−11.3% | Reduced | – |
| AAPLApple Inc. | Stock | 4,672 | $607.1K | 0.3% | −321−6.4% | Reduced | History |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 17,040 | $621.4K | 0.3% | −235−1.4% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 5,726 | $631.6K | 0.3% | +97+1.7% | Added | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,565 | $637.6K | 0.4% | −420−2.1% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,620 | $654.6K | 0.4% | −250−2.3% | Reduced | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 14,925 | $682.1K | 0.4% | +14,925 | New | – |
| MSFTMicrosoft Corp | Stock | 2,904 | $696.3K | 0.4% | +18+0.6% | Added | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 13,135 | $749.0K | 0.4% | +175+1.4% | Added | – |
| VZVerizon Communications Inc | Stock | 24,151 | $951.5K | 0.5% | −5,295−18.0% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,946 | $1.09M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,859 | $1.14M | 0.6% | −485−3.4% | Reduced | – |
| MKCMcCormick & Co Inc | Stock | 14,225 | $1.18M | 0.7% | +10.0% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 28,624 | $1.33M | 0.7% | −3,650−11.3% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,175 | $1.33M | 0.7% | +742+5.1% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,725 | $1.65M | 0.9% | +27+0.7% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 19,230 | $1.76M | 1.0% | +19,230 | New | – |
| iShares Tr464287846 | DOW JONES US ETF | 38,013 | $3.55M | 2.0% | −979−2.5% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 33,788 | $3.66M | 2.0% | +5,646+20.1% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 67,382 | $3.67M | 2.0% | +7,882+13.2% | Added | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 261,382 | $4.19M | 2.3% | +36,320+16.1% | Added | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 193,869 | $6.10M | 3.4% | +6,800+3.6% | Added | – |
| IAUiShares Gold Trust | ETF | 269,849 | $9.33M | 5.2% | −23,201−7.9% | Reduced | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 98,164 | $9.68M | 5.3% | −1,881−1.9% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 204,251 | $10.2M | 5.7% | +2,496+1.2% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 157,015 | $11.8M | 6.5% | −1,077−0.7% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,791 | $14.1M | 7.8% | −2,697−4.9% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 270,586 | $19.5M | 10.8% | −2,602−1.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 142,089 | $54.3M | 30.0% | −2,504−1.7% | Reduced | History |
Sold out since Q3 2022 (12)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| TWTRTwitter, Inc. | COM | 1,100 | $48.0K | <0.1% | History |
| TJXTJX Companies Inc | Stock | 247 | $15.0K | <0.1% | History |
| Ramco-Gershenson Properties Trust74971D200 | PERP PFD-D CV | 300 | $13.0K | <0.1% | – |
| NUENucor Corp | COM | 67 | $7.00K | <0.1% | History |
| SIRISirius XM Holdings Inc. | COM | 1,100 | $6.00K | <0.1% | History |
| DALDelta Air Lines, Inc. | COM NEW | 150 | $4.00K | <0.1% | History |
| Schwab U.S. REIT ETF808524847 | ETF | 84 | $2.00K | <0.1% | – |
| DKNGDraftKings Inc. | Stock | 100 | $2.00K | <0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 25 | $2.00K | <0.1% | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 13 | $1.00K | <0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17 | $1.00K | <0.1% | – |
| OGNOrganon & Co. | Stock | 4 | $0 | 0.0% | History |