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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
351
−6 vs. Q4 2022
Portfolio value
$185.8M
+$4.79M (+2.6%) vs. Q4 2022
Filed
Apr 5, 2023
SEC
Holdings of Lowe Wealth Advisors, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
CFMSConformis IncCOM NEW5$8<0.1%00.0%UnchangedHistory
GRPNGroupon, Inc.COM NEW4$17<0.1%00.0%UnchangedHistory
NMINuveen Municipal Income Fund IncCOM7$66<0.1%00.0%UnchangedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$75<0.1%00.0%Unchanged–
NVTnVent Electric plcSHS2$86<0.1%00.0%UnchangedHistory
VTRSViatris IncStock15$144<0.1%00.0%UnchangedHistory
KSSKOHLS CorpStock7$165<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV3$175<0.1%00.0%Unchanged–
CRSPCRISPR Therapeutics AGNAMEN AKT4$181<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM3$199<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$246<0.1%00.0%Unchanged–
Schwab Strategic Tr808524789FUNDAMENTAL US B5$271<0.1%00.0%Unchanged–
WABWestinghouse Air Brake Technologies CorpStock3$303<0.1%−2−40.0%ReducedHistory
VSHVishay Intertechnology IncCOM15$339<0.1%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock50$405<0.1%00.0%UnchangedHistory
EBSEmergent BioSolutions Inc.COM40$414<0.1%00.0%UnchangedHistory
JOANJOANN Inc.COM265$421<0.1%00.0%UnchangedHistory
JAZZJazz Pharmaceuticals plcSHS USD3$439<0.1%00.0%UnchangedHistory
AQMSAqua Metals, Inc.COM455$455<0.1%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS10$485<0.1%00.0%UnchangedHistory
AMCAMC Entertainment Holdings, Inc.CL A COM100$501<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock9$542<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$601<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock100$607<0.1%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A75$614<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM500$615<0.1%00.0%UnchangedHistory
ARNCArconic CorpCOM25$656<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock45$664<0.1%00.0%UnchangedHistory
Vanguard S&P 500 Growth ETF921932505ETF3$691<0.1%+3New–
MDTMedtronic plcStock9$726<0.1%00.0%UnchangedHistory
JWNNordstrom IncStock45$732<0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2$752<0.1%+2New–
LLLL Flooring Holdings, Inc.COM200$760<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock14$767<0.1%00.0%UnchangedHistory
EVGOEVgo Inc.CL A COM100$779<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM12$886<0.1%00.0%UnchangedHistory
AOUTAmerican Outdoor Brands, Inc.COM99$974<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM30$1.02K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR100$1.05K<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM30$1.14K<0.1%+30NewHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI50$1.18K<0.1%00.0%Unchanged–
TELTE Connectivity plcREG SHS10$1.31K<0.1%00.0%UnchangedHistory
HBIHanesbrands Inc.COM250$1.31K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM38$1.33K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF41$1.33K<0.1%00.0%Unchanged–
WHWyndham Hotels & Resorts, Inc.COM20$1.36K<0.1%00.0%UnchangedHistory
Wheeler Real Estate Investment Trust, Inc.963025309CPR900$1.45K<0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF6$1.47K<0.1%00.0%Unchanged–
METMetlife IncStock26$1.51K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$1.57K<0.1%00.0%Unchanged–
SPCEVirgin Galactic Holdings, IncCOM401$1.62K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock150$1.68K<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock25$1.73K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock5$1.82K<0.1%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock50$1.87K<0.1%+50NewHistory
MNKDMannkind CorpCOM NEW500$2.05K<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock26$2.13K<0.1%+26NewHistory
Fidelity MSCI Energy Index ETF316092402ETF110$2.47K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL40$2.50K<0.1%00.0%Unchanged–
MMM3M CoStock25$2.63K<0.1%−30−54.5%ReducedHistory
Schwab International Small-Cap Equity ETF808524888ETF79$2.66K<0.1%00.0%Unchanged–
ENVXEnovix CorpCOM180$2.68K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock10$2.86K<0.1%−20−66.7%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$2.86K<0.1%00.0%Unchanged–
RGRSturm Ruger & Co IncStock50$2.87K<0.1%00.0%UnchangedHistory
BF.BBrown Forman CorpStock45$2.89K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V621FINL PFD ETF200$2.90K<0.1%−1,100−84.6%Reduced–
MARMarriott International IncStock18$2.99K<0.1%00.0%UnchangedHistory
Fidelity MSCI Health Care Index ETF316092600ETF50$3.07K<0.1%00.0%Unchanged–
MEDMedifast IncCOM30$3.11K<0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF44$3.15K<0.1%00.0%Unchanged–
STWDStarwood Property Trust, Inc.COM180$3.18K<0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH25$3.23K<0.1%00.0%Unchanged–
BYNDBeyond Meat, Inc.COM200$3.25K<0.1%00.0%UnchangedHistory
AXPAmerican Express CoStock20$3.30K<0.1%00.0%UnchangedHistory
ACADAcadia Pharmaceuticals IncCOM180$3.39K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF14$3.50K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF200$3.57K<0.1%00.0%Unchanged–
iShares Tr464288174GL TIMB FORE ETF50$3.58K<0.1%00.0%Unchanged–
CRMSalesforce, Inc.Stock18$3.60K<0.1%00.0%UnchangedHistory
BGTBlackRock Floating Rate Income TrustCOM333$3.73K<0.1%00.0%UnchangedHistory
SPLKSplunk IncCOM40$3.83K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999380$3.86K<0.1%00.0%UnchangedHistory
RUMRUM Group Inc.Stock400$4.00K<0.1%00.0%UnchangedHistory
iShares Inc464286350MSCI AGR PRO ETF96$4.04K<0.1%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock100$4.24K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS77$4.26K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF75$4.35K<0.1%00.0%Unchanged–
iShares Global Clean Energy ETF464288224ETF220$4.35K<0.1%00.0%Unchanged–
Schwab Fundamental International Small Equity ETF808524748ETF136$4.51K<0.1%00.0%Unchanged–
First Trust Cloud Computing ETF33734X192ETF70$4.68K<0.1%00.0%Unchanged–
BAHBooz Allen Hamilton Holding CorpCL A51$4.73K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF63$4.82K<0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock25$4.85K<0.1%00.0%UnchangedHistory
SWBISmith & Wesson Brands, Inc.COM400$4.92K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33733B100WTR ETF60$5.02K<0.1%00.0%Unchanged–
TAPMolson Coors Beverage CoCL B100$5.17K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock200$5.20K<0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (16)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
MKC.VMcCormick & Co IncCOM VTG3,300$271.2K0.1%History
TROWPrice T Rowe Group IncStock860$93.8K0.1%History
KTKT CorpSPONSORED ADR4,700$63.5K<0.1%History
iShares Tr464288687PFD AND INCM SEC850$26.0K<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF200$19.6K<0.1%–
WisdomTree Tr97717W851JAPN HEDGE EQT200$12.9K<0.1%–
AMATApplied Materials IncStock120$11.7K<0.1%History
GSGoldman Sachs Group IncStock25$8.59K<0.1%History
STORStore Capital LLCCOM225$7.21K<0.1%History
Schwab US Aggregate Bond ETF808524839ETF149$6.80K<0.1%–
Motley Fool Small-Cap Growth ETF74933W874ETF200$4.89K<0.1%–
GMGeneral Motors CoCOM40$1.35K<0.1%History
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW14$749<0.1%–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW14$625<0.1%–
First Tr Exchange Traded FD33733A102CHINDIA ETF10$381<0.1%–
ETF Managers Tr26924G508ETFMG ALTR HRVST35$149<0.1%–