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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
UTFCohen & Steers Infrastructure Fund IncCOM808$19.7K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock31$19.9K<0.1%00.0%UnchangedHistory
MRNAModerna, Inc.Stock130$20.0K<0.1%−33−20.2%ReducedHistory
VLOValero Energy CorpStock155$21.6K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock215$21.8K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF520$21.8K<0.1%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF145$22.0K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock170$22.2K<0.1%+20+13.3%AddedHistory
iShares Inc46434G780MSCI SINGPOR ETF1,200$23.8K<0.1%00.0%Unchanged–
ENPHEnphase Energy, Inc.Stock115$24.2K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock870$24.9K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV216$26.7K<0.1%00.0%Unchanged–
Global X FDS37954Y780INTERNET OF THNG809$26.9K<0.1%00.0%Unchanged–
MAINMain Street Capital CORPCEF700$27.6K<0.1%00.0%UnchangedHistory
Schwab International Equity ETF808524805ETF794$27.6K<0.1%00.0%Unchanged–
FFord Motor CoStock2,195$27.7K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock299$28.8K<0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM174$29.0K<0.1%00.0%UnchangedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF395$29.2K<0.1%+395New–
State Street Materials Select Sector SPDR ETF81369Y100ETF368$29.7K<0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock195$31.1K<0.1%−280−58.9%ReducedHistory
SYKStryker CorpStock110$31.4K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF591$32.7K<0.1%00.0%Unchanged–
SNPSSynopsys IncCOM85$32.8K<0.1%−15−15.0%ReducedHistory
CMECME Group Inc.COM175$33.5K<0.1%00.0%UnchangedHistory
iShares Tr46434V4070-5YR HI YL CP813$33.9K<0.1%00.0%Unchanged–
Paramount Global92556H206CL B1,524$34.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F700AGRIBUSINESS ETF395$34.3K<0.1%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF359$34.7K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF198$35.3K<0.1%+40+25.3%Added–
HLTHilton Worldwide Holdings Inc.COM255$35.9K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock870$36.4K<0.1%00.0%UnchangedHistory
BPBP PLCADR976$37.0K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock120$37.1K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock308$39.1K<0.1%−122−28.4%ReducedHistory
iShares Core S&P 500 ETF464287200ETF96$39.5K<0.1%00.0%Unchanged–
GRMNGarmin LtdSHS400$40.4K<0.1%00.0%UnchangedHistory
iShares Inc46434G855MSCI GBL GOLD MN1,663$41.9K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock284$41.9K<0.1%−50−15.0%ReducedHistory
RTXRTX CorpStock428$41.9K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock2,183$42.0K<0.1%−987−31.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR452$42.0K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock96$44.3K<0.1%+20+26.3%AddedHistory
XELXcel Energy IncStock658$44.4K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock613$45.6K<0.1%+1+0.2%AddedHistory
AEPAmerican Electric Power Co IncStock511$46.5K<0.1%00.0%UnchangedHistory
Yamana Gold Inc98462Y100COM8,000$46.8K<0.1%00.0%Unchanged–
PEPPepsiCo IncStock258$47.0K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock460$47.8K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF1,026$49.6K<0.1%−1,162−53.1%Reduced–
iShares Tr464288521CRE U S REIT ETF998$50.3K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM167$51.2K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock1,592$52.0K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT423$52.8K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM800$56.0K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$56.7K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF412$56.9K<0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock200$57.4K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,294$58.3K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE823$59.1K<0.1%−177−17.7%Reduced–
iShares Tr464287234MSCI EMG MKT ETF1,503$59.3K<0.1%00.0%Unchanged–
TSLATesla, Inc.Stock297$61.6K<0.1%−12−3.9%ReducedHistory
MCDMcDonalds CorpStock224$62.6K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF900$62.9K<0.1%00.0%Unchanged–
SLFSun Life Financial IncCOM1,525$71.2K<0.1%+2+0.1%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock491$72.0K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$72.8K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock147$73.0K<0.1%−5−3.3%ReducedHistory
iShares Select Dividend ETF464287168ETF667$78.2K<0.1%−100−13.0%Reduced–
iShares Inc464286319EM MKTS DIV ETF3,225$79.1K<0.1%+3,225New–
HDHome Depot, Inc.Stock269$79.3K<0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF3,050$83.8K<0.1%+50+1.7%Added–
MRKMerck & Co., Inc.Stock842$89.6K<0.1%−344−29.0%ReducedHistory
DISWalt Disney CoStock935$93.7K0.1%−25−2.6%ReducedHistory
GISGeneral Mills IncStock1,117$95.5K0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock1,156$95.6K0.1%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock925$96.5K0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock221$104.4K0.1%−11−4.7%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF1,648$105.3K0.1%00.0%Unchanged–
FCXFreeport-McMoran IncStock2,709$110.8K0.1%−450−14.2%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD1,350$110.9K0.1%00.0%Unchanged–
WisdomTree Tr97717W406US AI ENHANCED1,222$112.0K0.1%−270−18.1%Reduced–
CVXChevron CorpStock738$120.4K0.1%00.0%UnchangedHistory
SBUXStarbucks CorpStock1,168$121.6K0.1%00.0%UnchangedHistory
VVisa Inc.Stock542$122.3K0.1%00.0%UnchangedHistory
iShares S&P 100 ETF464287101ETF656$122.7K0.1%00.0%Unchanged–
iShares Tr46434V696CORE MSCI PAC2,175$123.0K0.1%00.0%Unchanged–
SNYSanofiSPONSORED ADR2,275$123.8K0.1%+275+13.8%AddedHistory
AMZNAmazon Com IncStock1,205$124.5K0.1%−70−5.5%ReducedHistory
KOCoca Cola CoStock2,038$126.4K0.1%00.0%UnchangedHistory
SPDR Series Trust78464A292ST STR PFD ETF3,773$128.1K0.1%−4,300−53.3%Reduced–
Kraneshares Trust500767678GLOBAL CARB STRA3,290$130.4K0.1%−13,750−80.7%Reduced–
IBMInternational Business Machines CorpStock1,005$131.7K0.1%−25−2.4%ReducedHistory
SLViShares Silver TrustETF6,053$133.9K0.1%00.0%UnchangedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF2,857$139.3K0.1%00.0%Unchanged–
NEMNEWMONT CorpStock2,865$140.4K0.1%−100−3.4%ReducedHistory
METAMeta Platforms, Inc.Stock672$142.4K0.1%−10−1.5%ReducedHistory
AMGNAmgen IncStock606$146.5K0.1%+384+173.0%AddedHistory
JNJJohnson & JohnsonStock1,022$158.5K0.1%−112−9.9%ReducedHistory
Vanguard Real Estate ETF922908553ETF1,916$159.1K0.1%−11,943−86.2%Reduced–

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%–