Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings changes from Q4 2022 to Q1 2023
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 10
- Est. +$595.7K
- Added
- 26
- Est. +$2.81M
- Reduced
- 67
- Est. −$6.85M
- Sold out
- 16
- Est. −$529.3K
Portfolio value went from $181.0M to $185.8M (+$4.79M (+2.6%)); positions from 357 to 351 (−6).
All Q1 2023 holdingsAll Q4 2022 holdings
In the shares, value and % of portfolio columns, the top figure is Q1 2023 and the gray one below is Q4 2022. For stocks that split between the two quarters, Q4 2022 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ReducedHistory | 140,209142,089 | −1,880−1.3% | $57.4M$54.3M | −$769.7K | 30.9%30.0% | +0.87 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | Reduced– | 254,663270,586 | −15,923−5.9% | $18.5M$19.5M | −$1.16M | 10.0%10.8% | −0.81 |
| Invesco QQQ Trust Series I46090E103 | Reduced– | 51,67552,791 | −1,116−2.1% | $16.6M$14.1M | −$358.2K | 8.9%7.8% | +1.16 |
| Vanguard Scottsdale FDS92206C409 | Reduced– | 154,497157,015 | −2,518−1.6% | $11.8M$11.8M | −$191.9K | 6.3%6.5% | −0.18 |
| JPMorgan Ultra-Short Income ETF46641Q837 | Reduced– | 202,431204,251 | −1,820−0.9% | $10.2M$10.2M | −$91.6K | 5.5%5.7% | −0.17 |
| IAUiShares Gold Trust | ReducedHistory | 264,313269,849 | −5,536−2.1% | $9.88M$9.33M | −$206.9K | 5.3%5.2% | +0.16 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | Reduced– | 97,30898,164 | −856−0.9% | $9.66M$9.68M | −$85.0K | 5.2%5.3% | −0.15 |
| Listed FDS Tr53656F623 | Added– | 199,178193,869 | +5,309+2.7% | $6.14M$6.10M | +$163.7K | 3.3%3.4% | −0.07 |
| ProShares Tr74347B425 | Added– | 272,857261,382 | +11,475+4.4% | $4.09M$4.19M | +$172.1K | 2.2%2.3% | −0.11 |
| J P Morgan Exchange Traded F46641Q332 | Added– | 72,45567,382 | +5,073+7.5% | $3.96M$3.67M | +$277.0K | 2.1%2.0% | +0.10 |
| Vanguard High Dividend Yield Index ETF921946406 | Added– | 35,09133,788 | +1,303+3.9% | $3.70M$3.66M | +$137.5K | 2.0%2.0% | −0.03 |
| iShares Tr464287846 | Reduced– | 36,87838,013 | −1,135−3.0% | $3.69M$3.55M | −$113.6K | 2.0%2.0% | +0.02 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | Added– | 28,41519,230 | +9,185+47.8% | $2.61M$1.76M | +$843.4K | 1.4%1.0% | +0.43 |
| MDYSPDR S&P Midcap 400 ETF Trust | AddedHistory | 3,7403,725 | +15+0.4% | $1.71M$1.65M | +$6.88K | 0.9%0.9% | +0.01 |
| iShares Tr46429B291 | Reduced– | 24,95528,624 | −3,669−12.8% | $1.19M$1.33M | −$175.5K | 0.6%0.7% | −0.09 |
| MKCMcCormick & Co Inc | AddedHistory | 14,22714,225 | +20.0% | $1.18M$1.18M | +$166.42 | 0.6%0.7% | −0.01 |
| State Street Energy Select Sector SPDR ETF81369Y506 | Reduced– | 13,89015,175 | −1,285−8.5% | $1.15M$1.33M | −$106.4K | 0.6%0.7% | −0.11 |
| iShares Tr464287689 | Reduced– | 4,7664,946 | −180−3.6% | $1.12M$1.09M | −$42.4K | 0.6%0.6% | 0.00 |
| MSFTMicrosoft Corp | ReducedHistory | 2,8442,904 | −60−2.1% | $819.9K$696.3K | −$17.3K | 0.4%0.4% | +0.06 |
| J P Morgan Exchange Traded F46641Q274 | Added– | 17,69514,925 | +2,770+18.6% | $818.9K$682.1K | +$128.2K | 0.4%0.4% | +0.06 |
| AAPLApple Inc. | ReducedHistory | 4,1764,672 | −496−10.6% | $688.6K$607.1K | −$81.8K | 0.4%0.3% | +0.04 |
| iShares Core MSCI Eafe ETF46432F842 | Reduced– | 10,11510,620 | −505−4.8% | $676.2K$654.6K | −$33.8K | 0.4%0.4% | 0.00 |
| VanEck Semiconductor ETF92189F676 | Reduced– | 2,2702,615 | −345−13.2% | $597.4K$530.7K | −$90.8K | 0.3%0.3% | +0.03 |
| WisdomTree Tr97717W422 | Reduced– | 18,15519,565 | −1,410−7.2% | $572.6K$637.6K | −$44.5K | 0.3%0.4% | −0.04 |
| XOMExxonMobil Holdings Corp | ReducedHistory | 5,1795,726 | −547−9.6% | $567.9K$631.6K | −$60.0K | 0.3%0.3% | −0.04 |
| Invesco Exch Traded FD Tr II46138E727 | Added– | 30,88124,151 | +6,730+27.9% | $567.0K$425.5K | +$123.6K | 0.3%0.2% | +0.07 |
| SPDR Index Shs FDS78463X541 | Reduced– | 9,50513,135 | −3,630−27.6% | $542.6K$749.0K | −$207.2K | 0.3%0.4% | −0.12 |
| Kraneshares Tr500767736 | Reduced– | 22,16525,855 | −3,690−14.3% | $503.6K$584.6K | −$83.8K | 0.3%0.3% | −0.05 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | Added– | 3,8803,700 | +180+4.9% | $502.3K$502.6K | +$23.3K | 0.3%0.3% | −0.01 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | Added– | 7,1956,465 | +730+11.3% | $487.0K$455.8K | +$49.4K | 0.3%0.3% | +0.01 |
| VanEck ETF Trust92189F106 | Added– | 14,5001,500 | +13,000+866.7% | $469.1K$43.0K | +$420.6K | 0.3%<0.1% | +0.23 |
| Global X FDS37954Y830 | Added– | 12,07710,420 | +1,657+15.9% | $467.5K$369.2K | +$64.1K | 0.3%0.2% | +0.05 |
| SPDR Series Trust78468R101 | New– | 15,8550 | +15,855 | $463.4K$0 | +$463.4K | 0.2%0.0% | +0.25 |
| iShares Core MSCI Emerging Markets ETF46434G103 | Reduced– | 8,4778,637 | −160−1.9% | $413.6K$403.3K | −$7.81K | 0.2%0.2% | 0.00 |
| AEEAmeren Corp | UnchangedHistory | 4,1384,138 | 00.0% | $357.5K$368.0K | $0 | 0.2%0.2% | −0.01 |
| Invesco Exch Traded FD Tr II46138E743 | Added– | 7,9002,380 | +5,520+231.9% | $348.1K$98.9K | +$243.2K | 0.2%0.1% | +0.13 |
| iShares Tr464288570 | Reduced– | 4,0464,067 | −21−0.5% | $315.5K$292.0K | −$1.64K | 0.2%0.2% | +0.01 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Unchanged– | 1,5051,505 | 00.0% | $307.2K$287.7K | $0 | 0.2%0.2% | +0.01 |
| iShares Core High Dividend ETF46429B663 | Unchanged– | 2,9522,952 | 00.0% | $300.1K$307.7K | $0 | 0.2%0.2% | −0.01 |
| MPCMarathon Petroleum Corp | ReducedHistory | 2,0812,616 | −535−20.5% | $280.6K$304.5K | −$72.1K | 0.2%0.2% | −0.02 |
| ADPAutomatic Data Processing Inc | UnchangedHistory | 1,2151,215 | 00.0% | $270.5K$290.2K | $0 | 0.1%0.2% | −0.01 |
| VZVerizon Communications Inc | ReducedHistory | 6,90324,151 | −17,248−71.4% | $268.4K$951.5K | −$670.7K | 0.1%0.5% | −0.38 |
| UTGReaves Utility Income Fund | AddedHistory | 8,6508,200 | +450+5.5% | $245.5K$231.8K | +$12.8K | 0.1%0.1% | 0.00 |
| HSYHershey Co | AddedHistory | 931930 | +1+0.1% | $236.8K$215.4K | +$254.35 | 0.1%0.1% | +0.01 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | Unchanged– | 1,9401,940 | 00.0% | $226.8K$213.5K | $0 | 0.1%0.1% | 0.00 |
| PPLPPL Corp | AddedHistory | 8,0897,869 | +220+2.8% | $224.8K$229.9K | +$6.11K | 0.1%0.1% | −0.01 |
| BMIBadger Meter Inc | UnchangedHistory | 1,6001,600 | 00.0% | $194.9K$174.4K | $0 | 0.1%0.1% | +0.01 |
| ProShares Tr74348A467 | Reduced– | 2,0002,100 | −100−4.8% | $182.5K$189.0K | −$9.12K | 0.1%0.1% | −0.01 |
| LMTLockheed Martin Corp | ReducedHistory | 372377 | −5−1.3% | $175.9K$183.4K | −$2.36K | 0.1%0.1% | −0.01 |
| iShares Tr46435G425 | Unchanged– | 1,8251,825 | 00.0% | $165.1K$154.7K | $0 | 0.1%0.1% | 0.00 |
| Vanguard Morningstar Growth ETF922908736 | Reduced– | 661761 | −100−13.1% | $164.9K$162.2K | −$24.9K | 0.1%0.1% | 0.00 |
| Vanguard Real Estate ETF922908553 | Reduced– | 1,91613,859 | −11,943−86.2% | $159.1K$1.14M | −$991.7K | 0.1%0.6% | −0.55 |
| JNJJohnson & Johnson | ReducedHistory | 1,0221,134 | −112−9.9% | $158.5K$200.3K | −$17.4K | 0.1%0.1% | −0.03 |
| AMGNAmgen Inc | AddedHistory | 606222 | +384+173.0% | $146.5K$58.3K | +$92.8K | 0.1%<0.1% | +0.05 |
| METAMeta Platforms, Inc. | ReducedHistory | 672682 | −10−1.5% | $142.4K$82.1K | −$2.12K | 0.1%<0.1% | +0.03 |
| NEMNEWMONT Corp | ReducedHistory | 2,8652,965 | −100−3.4% | $140.4K$139.9K | −$4.90K | 0.1%0.1% | 0.00 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | Unchanged– | 2,8572,857 | 00.0% | $139.3K$130.0K | $0 | 0.1%0.1% | 0.00 |
| SLViShares Silver Trust | UnchangedHistory | 6,0536,053 | 00.0% | $133.9K$133.3K | $0 | 0.1%0.1% | 0.00 |
| IBMInternational Business Machines Corp | ReducedHistory | 1,0051,030 | −25−2.4% | $131.7K$145.1K | −$3.28K | 0.1%0.1% | −0.01 |
| Kraneshares Trust500767678 | Reduced– | 3,29017,040 | −13,750−80.7% | $130.4K$621.4K | −$545.2K | 0.1%0.3% | −0.27 |
| SPDR Series Trust78464A292 | Reduced– | 3,7738,073 | −4,300−53.3% | $128.1K$265.0K | −$146.0K | 0.1%0.1% | −0.08 |
| KOCoca Cola Co | UnchangedHistory | 2,0382,038 | 00.0% | $126.4K$129.6K | $0 | 0.1%0.1% | 0.00 |
| AMZNAmazon Com Inc | ReducedHistory | 1,2051,275 | −70−5.5% | $124.5K$107.1K | −$7.23K | 0.1%0.1% | +0.01 |
| SNYSanofi | AddedHistory | 2,2752,000 | +275+13.8% | $123.8K$96.9K | +$15.0K | 0.1%0.1% | +0.01 |
| iShares Tr46434V696 | Unchanged– | 2,1752,175 | 00.0% | $123.0K$116.7K | $0 | 0.1%0.1% | 0.00 |
| iShares S&P 100 ETF464287101 | Unchanged– | 656656 | 00.0% | $122.7K$111.9K | $0 | 0.1%0.1% | 0.00 |
| VVisa Inc. | UnchangedHistory | 542542 | 00.0% | $122.3K$112.7K | $0 | 0.1%0.1% | 0.00 |
| SBUXStarbucks Corp | UnchangedHistory | 1,1681,168 | 00.0% | $121.6K$115.9K | $0 | 0.1%0.1% | 0.00 |
| CVXChevron Corp | UnchangedHistory | 738738 | 00.0% | $120.4K$132.5K | $0 | 0.1%0.1% | −0.01 |
| WisdomTree Tr97717W406 | Reduced– | 1,2221,492 | −270−18.1% | $112.0K$136.9K | −$24.7K | 0.1%0.1% | −0.02 |
| iShares Tr464287457 | Unchanged– | 1,3501,350 | 00.0% | $110.9K$109.6K | $0 | 0.1%0.1% | 0.00 |
| FCXFreeport-McMoran Inc | ReducedHistory | 2,7093,159 | −450−14.2% | $110.8K$120.0K | −$18.4K | 0.1%0.1% | −0.01 |
| iShares S&P 500 Growth ETF464287309 | Unchanged– | 1,6481,648 | 00.0% | $105.3K$96.4K | $0 | 0.1%0.1% | 0.00 |
| UNHUnitedHealth Group Inc | ReducedHistory | 221232 | −11−4.7% | $104.4K$123.0K | −$5.20K | 0.1%0.1% | −0.01 |
| ICEIntercontinental Exchange, Inc. | UnchangedHistory | 925925 | 00.0% | $96.5K$94.9K | $0 | 0.1%0.1% | 0.00 |
| PRUPrudential Financial Inc | UnchangedHistory | 1,1561,156 | 00.0% | $95.6K$115.0K | $0 | 0.1%0.1% | −0.01 |
| GISGeneral Mills Inc | UnchangedHistory | 1,1171,117 | 00.0% | $95.5K$93.7K | $0 | 0.1%0.1% | 0.00 |
| DISWalt Disney Co | ReducedHistory | 935960 | −25−2.6% | $93.7K$83.4K | −$2.50K | 0.1%<0.1% | 0.00 |
| MRKMerck & Co., Inc. | ReducedHistory | 8421,186 | −344−29.0% | $89.6K$131.6K | −$36.6K | <0.1%0.1% | −0.02 |
| iShares Tr464288448 | Added– | 3,0503,000 | +50+1.7% | $83.8K$81.5K | +$1.37K | <0.1%<0.1% | 0.00 |
| HDHome Depot, Inc. | UnchangedHistory | 269269 | 00.0% | $79.3K$84.9K | $0 | <0.1%<0.1% | 0.00 |
| iShares Inc464286319 | New– | 3,2250 | +3,225 | $79.1K$0 | +$79.1K | <0.1%0.0% | +0.04 |
| iShares Select Dividend ETF464287168 | Reduced– | 667767 | −100−13.0% | $78.2K$92.5K | −$11.7K | <0.1%0.1% | −0.01 |
| COSTCostco Wholesale Corp | ReducedHistory | 147152 | −5−3.3% | $73.0K$69.4K | −$2.48K | <0.1%<0.1% | 0.00 |
| ROKRockwell Automation, Inc | UnchangedHistory | 248248 | 00.0% | $72.8K$63.9K | $0 | <0.1%<0.1% | 0.00 |
| BRBroadridge Financial Solutions, Inc. | UnchangedHistory | 491491 | 00.0% | $72.0K$65.9K | $0 | <0.1%<0.1% | 0.00 |
| SLFSun Life Financial Inc | AddedHistory | 1,5251,523 | +2+0.1% | $71.2K$70.7K | +$93.4 | <0.1%<0.1% | 0.00 |
| iShares Russell Midcap ETF464287499 | Unchanged– | 900900 | 00.0% | $62.9K$60.7K | $0 | <0.1%<0.1% | 0.00 |
| MCDMcDonalds Corp | UnchangedHistory | 224224 | 00.0% | $62.6K$59.0K | $0 | <0.1%<0.1% | 0.00 |
| TSLATesla, Inc. | ReducedHistory | 297309 | −12−3.9% | $61.6K$38.1K | −$2.49K | <0.1%<0.1% | +0.01 |
| iShares Tr464287234 | Unchanged– | 1,5031,503 | 00.0% | $59.3K$57.0K | $0 | <0.1%<0.1% | 0.00 |
| iShares Tr46435G516 | Reduced– | 8231,000 | −177−17.7% | $59.1K$65.7K | −$12.7K | <0.1%<0.1% | 0.00 |
| DNPDNP Select Income Fund Inc | UnchangedHistory | 5,2945,294 | 00.0% | $58.3K$59.6K | $0 | <0.1%<0.1% | 0.00 |
| APDAir Products & Chemicals, Inc. | UnchangedHistory | 200200 | 00.0% | $57.4K$61.7K | $0 | <0.1%<0.1% | 0.00 |
| Vanguard Morningstar Value ETF922908744 | Unchanged– | 412412 | 00.0% | $56.9K$57.8K | $0 | <0.1%<0.1% | 0.00 |
| CEFSprott Physical Gold & Silver Trust | UnchangedHistory | 3,0003,000 | 00.0% | $56.7K$53.8K | $0 | <0.1%<0.1% | 0.00 |
| LYVLive Nation Entertainment, Inc. | UnchangedHistory | 800800 | 00.0% | $56.0K$55.8K | $0 | <0.1%<0.1% | 0.00 |
| PLDPrologis, Inc. | UnchangedHistory | 423423 | 00.0% | $52.8K$47.7K | $0 | <0.1%<0.1% | 0.00 |
| INTCIntel Corp | UnchangedHistory | 1,5921,592 | 00.0% | $52.0K$42.1K | $0 | <0.1%<0.1% | 0.00 |
| AMPAmeriprise Financial Inc | UnchangedHistory | 167167 | 00.0% | $51.2K$52.0K | $0 | <0.1%<0.1% | 0.00 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.