Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 5, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 351
- −6 vs. Q4 2022
- Portfolio value
- $185.8M
- +$4.79M (+2.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 140,209 | $57.4M | 30.9% | −1,880−1.3% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 254,663 | $18.5M | 10.0% | −15,923−5.9% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,675 | $16.6M | 8.9% | −1,116−2.1% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 154,497 | $11.8M | 6.3% | −2,518−1.6% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 202,431 | $10.2M | 5.5% | −1,820−0.9% | Reduced | – |
| IAUiShares Gold Trust | ETF | 264,313 | $9.88M | 5.3% | −5,536−2.1% | Reduced | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,308 | $9.66M | 5.2% | −856−0.9% | Reduced | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 199,178 | $6.14M | 3.3% | +5,309+2.7% | Added | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 272,857 | $4.09M | 2.2% | +11,475+4.4% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 72,455 | $3.96M | 2.1% | +5,073+7.5% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 35,091 | $3.70M | 2.0% | +1,303+3.9% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,878 | $3.69M | 2.0% | −1,135−3.0% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 28,415 | $2.61M | 1.4% | +9,185+47.8% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,740 | $1.71M | 0.9% | +15+0.4% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 24,955 | $1.19M | 0.6% | −3,669−12.8% | Reduced | – |
| MKCMcCormick & Co Inc | Stock | 14,227 | $1.18M | 0.6% | +20.0% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,890 | $1.15M | 0.6% | −1,285−8.5% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,766 | $1.12M | 0.6% | −180−3.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,844 | $819.9K | 0.4% | −60−2.1% | Reduced | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 17,695 | $818.9K | 0.4% | +2,770+18.6% | Added | – |
| AAPLApple Inc. | Stock | 4,176 | $688.6K | 0.4% | −496−10.6% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,115 | $676.2K | 0.4% | −505−4.8% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,270 | $597.4K | 0.3% | −345−13.2% | Reduced | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 18,155 | $572.6K | 0.3% | −1,410−7.2% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 5,179 | $567.9K | 0.3% | −547−9.6% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 30,881 | $567.0K | 0.3% | +6,730+27.9% | Added | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 9,505 | $542.6K | 0.3% | −3,630−27.6% | Reduced | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 22,165 | $503.6K | 0.3% | −3,690−14.3% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,880 | $502.3K | 0.3% | +180+4.9% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,195 | $487.0K | 0.3% | +730+11.3% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,500 | $469.1K | 0.3% | +13,000+866.7% | Added | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 12,077 | $467.5K | 0.3% | +1,657+15.9% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 15,855 | $463.4K | 0.2% | +15,855 | New | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,477 | $413.6K | 0.2% | −160−1.9% | Reduced | – |
| AEEAmeren Corp | COM | 4,138 | $357.5K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 7,900 | $348.1K | 0.2% | +5,520+231.9% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,046 | $315.5K | 0.2% | −21−0.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $307.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,952 | $300.1K | 0.2% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 2,081 | $280.6K | 0.2% | −535−20.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $270.5K | 0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 6,903 | $268.4K | 0.1% | −17,248−71.4% | Reduced | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,650 | $245.5K | 0.1% | +450+5.5% | Added | History |
| HSYHershey Co | COM | 931 | $236.8K | 0.1% | +1+0.1% | Added | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,940 | $226.8K | 0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 8,089 | $224.8K | 0.1% | +220+2.8% | Added | History |
| BMIBadger Meter Inc | COM | 1,600 | $194.9K | 0.1% | 00.0% | Unchanged | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,000 | $182.5K | 0.1% | −100−4.8% | Reduced | – |
| LMTLockheed Martin Corp | Stock | 372 | $175.9K | 0.1% | −5−1.3% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,825 | $165.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 661 | $164.9K | 0.1% | −100−13.1% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,916 | $159.1K | 0.1% | −11,943−86.2% | Reduced | – |
| JNJJohnson & Johnson | Stock | 1,022 | $158.5K | 0.1% | −112−9.9% | Reduced | History |
| AMGNAmgen Inc | Stock | 606 | $146.5K | 0.1% | +384+173.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 672 | $142.4K | 0.1% | −10−1.5% | Reduced | History |
| NEMNEWMONT Corp | Stock | 2,865 | $140.4K | 0.1% | −100−3.4% | Reduced | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 2,857 | $139.3K | 0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 6,053 | $133.9K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,005 | $131.7K | 0.1% | −25−2.4% | Reduced | History |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,290 | $130.4K | 0.1% | −13,750−80.7% | Reduced | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,773 | $128.1K | 0.1% | −4,300−53.3% | Reduced | – |
| KOCoca Cola Co | Stock | 2,038 | $126.4K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 1,205 | $124.5K | 0.1% | −70−5.5% | Reduced | History |
| SNYSanofi | SPONSORED ADR | 2,275 | $123.8K | 0.1% | +275+13.8% | Added | History |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $123.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 100 ETF464287101 | ETF | 656 | $122.7K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 542 | $122.3K | 0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 1,168 | $121.6K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 738 | $120.4K | 0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,222 | $112.0K | 0.1% | −270−18.1% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,350 | $110.9K | 0.1% | 00.0% | Unchanged | – |
| FCXFreeport-McMoran Inc | Stock | 2,709 | $110.8K | 0.1% | −450−14.2% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $105.3K | 0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 221 | $104.4K | 0.1% | −11−4.7% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 925 | $96.5K | 0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 1,156 | $95.6K | 0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 1,117 | $95.5K | 0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 935 | $93.7K | 0.1% | −25−2.6% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 842 | $89.6K | <0.1% | −344−29.0% | Reduced | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 3,050 | $83.8K | <0.1% | +50+1.7% | Added | – |
| HDHome Depot, Inc. | Stock | 269 | $79.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286319 | EM MKTS DIV ETF | 3,225 | $79.1K | <0.1% | +3,225 | New | – |
| iShares Select Dividend ETF464287168 | ETF | 667 | $78.2K | <0.1% | −100−13.0% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 147 | $73.0K | <0.1% | −5−3.3% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 248 | $72.8K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 1,525 | $71.2K | <0.1% | +2+0.1% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 900 | $62.9K | <0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 224 | $62.6K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 297 | $61.6K | <0.1% | −12−3.9% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,503 | $59.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 823 | $59.1K | <0.1% | −177−17.7% | Reduced | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $58.3K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $57.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $56.9K | <0.1% | 00.0% | Unchanged | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $56.7K | <0.1% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $56.0K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $52.8K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 1,592 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 167 | $51.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (16)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| MKC.VMcCormick & Co Inc | COM VTG | 3,300 | $271.2K | 0.1% | History |
| TROWPrice T Rowe Group Inc | Stock | 860 | $93.8K | 0.1% | History |
| KTKT Corp | SPONSORED ADR | 4,700 | $63.5K | <0.1% | History |
| iShares Tr464288687 | PFD AND INCM SEC | 850 | $26.0K | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 200 | $19.6K | <0.1% | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 200 | $12.9K | <0.1% | – |
| AMATApplied Materials Inc | Stock | 120 | $11.7K | <0.1% | History |
| GSGoldman Sachs Group Inc | Stock | 25 | $8.59K | <0.1% | History |
| STORStore Capital LLC | COM | 225 | $7.21K | <0.1% | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 149 | $6.80K | <0.1% | – |
| Motley Fool Small-Cap Growth ETF74933W874 | ETF | 200 | $4.89K | <0.1% | – |
| GMGeneral Motors Co | COM | 40 | $1.35K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 14 | $749 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 14 | $625 | <0.1% | – |
| First Tr Exchange Traded FD33733A102 | CHINDIA ETF | 10 | $381 | <0.1% | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 35 | $149 | <0.1% | – |