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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 7, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
356
+5 vs. Q1 2023
Portfolio value
$197.1M
+$11.3M (+6.1%) vs. Q1 2023
Filed
Jul 7, 2023
SEC
Holdings of Lowe Wealth Advisors, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BAHBooz Allen Hamilton Holding CorpCL A51$5.69K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$5.75K<0.1%00.0%Unchanged–
RRCRange Resources CorpCOM204$6.00K<0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF180$6.07K<0.1%00.0%Unchanged–
LUVSouthwest Airlines CoCOM175$6.34K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock175$6.42K<0.1%00.0%UnchangedHistory
TAPMolson Coors Beverage CoCL B100$6.58K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF131$6.61K<0.1%00.0%Unchanged–
CAHCardinal Health IncStock70$6.62K<0.1%00.0%UnchangedHistory
NKENIKE, Inc.Stock62$6.86K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999380$7.16K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$7.16K<0.1%00.0%UnchangedHistory
UAAUnder Armour, Inc.Stock998$7.21K<0.1%00.0%UnchangedHistory
Schwab Fundamental International Equity ETF808524755ETF227$7.33K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042676GLB EX US ETF183$7.36K<0.1%00.0%Unchanged–
iShares Inc46434G780MSCI SINGPOR ETF400$7.40K<0.1%−800−66.7%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7.42K<0.1%00.0%Unchanged–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$7.52K<0.1%00.0%Unchanged–
CLColgate Palmolive CoStock100$7.70K<0.1%00.0%UnchangedHistory
iShares Tr46428743220 YR TR BD ETF75$7.72K<0.1%00.0%Unchanged–
INVHInvitation Homes Inc.COM225$7.74K<0.1%00.0%UnchangedHistory
BDXBecton Dickinson & CoStock30$7.92K<0.1%−30−50.0%ReducedHistory
LOWLowes Companies IncStock35$7.94K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF46$8.00K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8.21K<0.1%00.0%Unchanged–
KMBKimberly Clark CorpStock60$8.28K<0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF52$8.45K<0.1%00.0%Unchanged–
UAUnder Armour, Inc.CL C1,271$8.53K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock100$8.54K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$8.70K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock80$8.79K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock80$8.95K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF194$8.96K<0.1%00.0%Unchanged–
DPZDominos Pizza IncCOM27$9.10K<0.1%00.0%UnchangedHistory
SRCLStericycle IncCOM200$9.29K<0.1%00.0%UnchangedHistory
DJPBarclays Bank PLCDJUBS CMDT ETN36310$9.48K<0.1%00.0%UnchangedHistory
QCOMQualcomm IncStock80$9.52K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock185$10.0K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$10.2K<0.1%00.0%Unchanged–
UNPUnion Pacific CorpStock50$10.2K<0.1%00.0%UnchangedHistory
COPConocoPhillipsStock100$10.4K<0.1%00.0%UnchangedHistory
MYDBlackRock Muniyield Fund, Inc.COM1,005$10.5K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock25$10.6K<0.1%00.0%UnchangedHistory
ALGNAlign Technology IncCOM30$10.6K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$10.7K<0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock208$10.8K<0.1%−50−19.4%ReducedHistory
Global X Uranium ETF37954Y871ETF500$10.8K<0.1%+500New–
Global X FDS37954Y715RBTCS ARTFL INTE380$10.9K<0.1%00.0%Unchanged–
FEFirstenergy CorpCOM285$11.1K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF195$11.2K<0.1%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock100$11.4K<0.1%00.0%UnchangedHistory
VMWVmware LLCCL A COM81$11.6K<0.1%00.0%UnchangedHistory
DEDeere & CoStock29$11.8K<0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF85$12.0K<0.1%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR2,946$12.3K<0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 136$12.4K<0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock258$12.5K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT85$12.7K<0.1%00.0%Unchanged–
BALLBALL CorpCOM220$12.8K<0.1%00.0%UnchangedHistory
HRBH&R Block IncCOM406$12.9K<0.1%00.0%UnchangedHistory
iShares Inc464286533MSCI EMERG MRKT245$13.5K<0.1%00.0%Unchanged–
CSXCSX CorpStock396$13.5K<0.1%00.0%UnchangedHistory
iShares Tr464287739U.S. REAL ES ETF158$13.7K<0.1%00.0%Unchanged–
NADNuveen Quality Municipal Income FundCOM1,233$13.9K<0.1%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM100$13.9K<0.1%00.0%UnchangedConverted for a 2-for-1 splitHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF168$13.9K<0.1%−200−54.3%Reduced–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT93$14.2K<0.1%00.0%Unchanged–
iShares Russell Mid-Cap Growth ETF464287481ETF150$14.5K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF90$14.7K<0.1%00.0%Unchanged–
LEGLeggett & Platt IncStock500$14.8K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO115$14.8K<0.1%00.0%Unchanged–
AEMAgnico Eagle Mines LtdStock300$15.0K<0.1%+300NewHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF196$15.5K<0.1%00.0%Unchanged–
OKEONEOK IncCOM251$15.5K<0.1%00.0%UnchangedHistory
CTVACorteva, Inc.Stock271$15.5K<0.1%+271NewHistory
iShares Tr464287150CORE S&P TTL STK161$15.8K<0.1%00.0%Unchanged–
MRNAModerna, Inc.Stock130$15.8K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock105$15.9K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock211$15.9K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock325$16.0K<0.1%+325NewHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF150$16.1K<0.1%+150New–
NFLXNetflix IncStock37$16.3K<0.1%00.0%UnchangedHistory
JOEST JOE CoCOM345$16.7K<0.1%+50+16.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock32$16.7K<0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF172$16.8K<0.1%00.0%Unchanged–
TGTTarget CorpStock130$17.1K<0.1%+40+44.4%AddedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$17.4K<0.1%00.0%Unchanged–
WMWaste Management IncStock102$17.7K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock165$18.0K<0.1%−50−23.3%ReducedHistory
VLOValero Energy CorpStock155$18.2K<0.1%00.0%UnchangedHistory
Schwab US Tips ETF808524870ETF352$18.5K<0.1%00.0%Unchanged–
PAASPan American Silver CorpStock1,278$18.6K<0.1%+1,278NewHistory
CORCencora, Inc.Stock97$18.7K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock76$18.7K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A285$19.0K<0.1%00.0%UnchangedHistory
UTFCohen & Steers Infrastructure Fund IncCOM808$19.1K<0.1%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock115$19.3K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock468$19.4K<0.1%00.0%UnchangedHistory
MAMastercard IncStock50$19.7K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF450$20.7K<0.1%+450New–

Sold out since Q1 2023 (12)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
SNYSanofiSPONSORED ADR2,275$123.8K0.1%History
Yamana Gold Inc98462Y100COM8,000$46.8K<0.1%–
ABBVAbbVie Inc.Stock195$31.1K<0.1%History
LXP.PCLXP Industrial TrustPREFERRED400$19.4K<0.1%History
FLCFlaherty & Crumrine Total Return Fund IncCOM1,000$14.7K<0.1%History
CCJCameco CorpStock300$7.85K<0.1%History
BGTBlackRock Floating Rate Income TrustCOM333$3.73K<0.1%History
Invesco Exchange Traded FD T46137V621FINL PFD ETF200$2.90K<0.1%–
ACNAccenture plcStock10$2.86K<0.1%History
WFCWells Fargo & CompanyStock50$1.87K<0.1%History
HBIHanesbrands Inc.COM250$1.31K<0.1%History
COHRCoherent Corp.COM30$1.14K<0.1%History