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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
DGDollar General CorpCOM25$5.26K<0.1%−25−50.0%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF85$5.27K<0.1%00.0%Unchanged–
CAHCardinal Health IncStock70$5.29K<0.1%00.0%UnchangedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF444$5.29K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5.32K<0.1%00.0%Unchanged–
RRCRange Resources CorpCOM204$5.40K<0.1%00.0%UnchangedHistory
Schwab Emerging Markets Equity ETF808524706ETF221$5.42K<0.1%00.0%Unchanged–
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$5.50K<0.1%00.0%Unchanged–
LUVSouthwest Airlines CoCOM175$5.70K<0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF180$5.79K<0.1%00.0%Unchanged–
AUPHAurinia Pharmaceuticals Inc.COM531$5.82K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF131$6.38K<0.1%00.0%Unchanged–
AZNAstraZeneca PLCSPONSORED ADR100$6.94K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF46$6.95K<0.1%00.0%Unchanged–
NVDANVIDIA CorpStock25$6.95K<0.1%00.0%UnchangedHistory
INVHInvitation Homes Inc.COM225$7.03K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock35$7.04K<0.1%00.0%UnchangedHistory
Schwab Fundamental International Equity ETF808524755ETF227$7.10K<0.1%00.0%Unchanged–
PFEPfizer IncStock175$7.14K<0.1%−50−22.2%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$7.32K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042676GLB EX US ETF183$7.42K<0.1%00.0%Unchanged–
DELLDell Technologies Inc.Stock185$7.44K<0.1%00.0%UnchangedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7.47K<0.1%00.0%Unchanged–
CLColgate Palmolive CoStock100$7.51K<0.1%−129−56.3%ReducedHistory
NKENIKE, Inc.Stock62$7.60K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock80$7.65K<0.1%00.0%UnchangedHistory
CCJCameco CorpStock300$7.85K<0.1%00.0%UnchangedHistory
iShares Tr46428743220 YR TR BD ETF75$7.98K<0.1%−25−25.0%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF52$8.01K<0.1%+52New–
KMBKimberly Clark CorpStock60$8.05K<0.1%−51−45.9%ReducedHistory
GLDSPDR Gold TrustETF44$8.06K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$8.19K<0.1%00.0%Unchanged–
SRCLStericycle IncCOM200$8.72K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF194$8.76K<0.1%00.0%Unchanged–
MSMorgan StanleyStock100$8.78K<0.1%00.0%UnchangedHistory
DPZDominos Pizza IncCOM27$8.91K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8.93K<0.1%00.0%Unchanged–
PAYXPaychex IncStock80$9.17K<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock150$9.37K<0.1%+150NewHistory
UAAUnder Armour, Inc.Stock998$9.47K<0.1%−50−4.8%ReducedHistory
Global X FDS37954Y715RBTCS ARTFL INTE380$9.69K<0.1%00.0%Unchanged–
DJPBarclays Bank PLCDJUBS CMDT ETN36310$9.79K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock100$9.80K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock100$9.92K<0.1%−17−14.5%ReducedHistory
ALGNAlign Technology IncCOM30$10.0K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$10.1K<0.1%00.0%Unchanged–
UNPUnion Pacific CorpStock50$10.1K<0.1%00.0%UnchangedHistory
VMWVmware LLCCL A COM81$10.1K<0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock80$10.2K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF195$10.7K<0.1%00.0%Unchanged–
MYDBlackRock Muniyield Fund, Inc.COM1,005$10.8K<0.1%00.0%UnchangedHistory
UAUnder Armour, Inc.CL C1,271$10.8K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM285$11.4K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF85$11.6K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$11.8K<0.1%00.0%Unchanged–
CSXCSX CorpStock396$11.9K<0.1%−132−25.0%ReducedHistory
DEDeere & CoStock29$12.0K<0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$12.0K<0.1%00.0%UnchangedHistory
BALLBALL CorpCOM220$12.1K<0.1%00.0%UnchangedHistory
JOEST JOE CoCOM295$12.3K<0.1%+145+96.7%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT85$12.3K<0.1%00.0%Unchanged–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85$12.7K<0.1%00.0%Unchanged–
NFLXNetflix IncStock37$12.8K<0.1%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM50$12.9K<0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock258$13.1K<0.1%−430−62.5%ReducedHistory
iShares Inc464286533MSCI EMERG MRKT245$13.4K<0.1%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF158$13.4K<0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock258$13.5K<0.1%−50−16.2%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$13.7K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT93$14.1K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF90$14.1K<0.1%00.0%Unchanged–
NADNuveen Quality Municipal Income FundCOM1,233$14.2K<0.1%00.0%UnchangedHistory
HRBH&R Block IncCOM406$14.3K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR2,946$14.5K<0.1%00.0%UnchangedHistory
iShares Tr464287150CORE S&P TTL STK161$14.6K<0.1%00.0%Unchanged–
PEverpure, Inc.CL A575$14.7K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO115$14.7K<0.1%−475−80.5%Reduced–
FLCFlaherty & Crumrine Total Return Fund IncCOM1,000$14.7K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock60$14.9K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock90$14.9K<0.1%00.0%UnchangedHistory
CORCencora, Inc.Stock97$15.5K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock105$15.6K<0.1%00.0%UnchangedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF196$15.7K<0.1%00.0%Unchanged–
LEGLeggett & Platt IncStock500$15.9K<0.1%00.0%UnchangedHistory
OKEONEOK IncCOM251$15.9K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock102$16.6K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock211$16.8K<0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF172$17.1K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$17.3K<0.1%00.0%Unchanged–
CATCaterpillar IncStock76$17.4K<0.1%00.0%UnchangedHistory
iShares Tr464288752US HOME CONS ETF250$17.6K<0.1%00.0%Unchanged–
CMCSAComcast CorpStock468$17.7K<0.1%00.0%UnchangedHistory
MAMastercard IncStock50$18.2K<0.1%00.0%UnchangedHistory
TMOThermo Fisher Scientific Inc.Stock32$18.4K<0.1%−20−38.5%ReducedHistory
ORCLOracle CorpStock200$18.6K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock180$18.7K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM11$18.8K<0.1%00.0%UnchangedHistory
Schwab US Tips ETF808524870ETF352$18.9K<0.1%−37−9.5%Reduced–
LXP.PCLXP Industrial TrustPREFERRED400$19.4K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A285$19.6K<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%–