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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 661 | $164.9K | 0.1% | −100−13.1% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,825 | $165.1K | 0.1% | 00.0% | Unchanged | – |
| LMTLockheed Martin Corp | Stock | 372 | $175.9K | 0.1% | −5−1.3% | Reduced | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,000 | $182.5K | 0.1% | −100−4.8% | Reduced | – |
| BMIBadger Meter Inc | COM | 1,600 | $194.9K | 0.1% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 8,089 | $224.8K | 0.1% | +220+2.8% | Added | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,940 | $226.8K | 0.1% | 00.0% | Unchanged | – |
| HSYHershey Co | COM | 931 | $236.8K | 0.1% | +1+0.1% | Added | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,650 | $245.5K | 0.1% | +450+5.5% | Added | History |
| VZVerizon Communications Inc | Stock | 6,903 | $268.4K | 0.1% | −17,248−71.4% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $270.5K | 0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 2,081 | $280.6K | 0.2% | −535−20.5% | Reduced | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,952 | $300.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,505 | $307.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,046 | $315.5K | 0.2% | −21−0.5% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 7,900 | $348.1K | 0.2% | +5,520+231.9% | Added | – |
| AEEAmeren Corp | COM | 4,138 | $357.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,477 | $413.6K | 0.2% | −160−1.9% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 15,855 | $463.4K | 0.2% | +15,855 | New | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 12,077 | $467.5K | 0.3% | +1,657+15.9% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 14,500 | $469.1K | 0.3% | +13,000+866.7% | Added | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,195 | $487.0K | 0.3% | +730+11.3% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,880 | $502.3K | 0.3% | +180+4.9% | Added | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 22,165 | $503.6K | 0.3% | −3,690−14.3% | Reduced | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 9,505 | $542.6K | 0.3% | −3,630−27.6% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 30,881 | $567.0K | 0.3% | +6,730+27.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 5,179 | $567.9K | 0.3% | −547−9.6% | Reduced | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 18,155 | $572.6K | 0.3% | −1,410−7.2% | Reduced | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,270 | $597.4K | 0.3% | −345−13.2% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,115 | $676.2K | 0.4% | −505−4.8% | Reduced | – |
| AAPLApple Inc. | Stock | 4,176 | $688.6K | 0.4% | −496−10.6% | Reduced | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 17,695 | $818.9K | 0.4% | +2,770+18.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,844 | $819.9K | 0.4% | −60−2.1% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,766 | $1.12M | 0.6% | −180−3.6% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,890 | $1.15M | 0.6% | −1,285−8.5% | Reduced | – |
| MKCMcCormick & Co Inc | Stock | 14,227 | $1.18M | 0.6% | +20.0% | Added | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 24,955 | $1.19M | 0.6% | −3,669−12.8% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,740 | $1.71M | 0.9% | +15+0.4% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 28,415 | $2.61M | 1.4% | +9,185+47.8% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,878 | $3.69M | 2.0% | −1,135−3.0% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 35,091 | $3.70M | 2.0% | +1,303+3.9% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 72,455 | $3.96M | 2.1% | +5,073+7.5% | Added | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 272,857 | $4.09M | 2.2% | +11,475+4.4% | Added | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 199,178 | $6.14M | 3.3% | +5,309+2.7% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 97,308 | $9.66M | 5.2% | −856−0.9% | Reduced | – |
| IAUiShares Gold Trust | ETF | 264,313 | $9.88M | 5.3% | −5,536−2.1% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 202,431 | $10.2M | 5.5% | −1,820−0.9% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 154,497 | $11.8M | 6.3% | −2,518−1.6% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,675 | $16.6M | 8.9% | −1,116−2.1% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 254,663 | $18.5M | 10.0% | −15,923−5.9% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 140,209 | $57.4M | 30.9% | −1,880−1.3% | Reduced | 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% | – |