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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
PEverpure, Inc.CL A575$21.2K<0.1%00.0%UnchangedHistory
Schwab International Equity ETF808524805ETF594$21.2K<0.1%−200−25.2%Reduced–
iShares Tr464288752US HOME CONS ETF250$21.4K<0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock180$21.5K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF520$22.8K<0.1%00.0%Unchanged–
ProShares Tr74348A210SHRT RUSSELL20001,000$22.8K<0.1%+1,000New–
iShares S&P 500 Value ETF464287408ETF145$23.4K<0.1%00.0%Unchanged–
CMGChipotle Mexican Grill IncCOM11$23.5K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock200$23.8K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV196$24.0K<0.1%−20−9.3%Reduced–
Paramount Global92556H206CL B1,524$24.2K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock170$24.7K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock870$25.0K<0.1%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM180$26.2K<0.1%−75−29.4%ReducedHistory
CEGConstellation Energy CorpStock288$26.4K<0.1%+288NewHistory
ENVXEnovix CorpCOM1,480$26.7K<0.1%+1,300+722.2%AddedHistory
DUKDuke Energy CORPStock299$26.8K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock31$27.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y780INTERNET OF THNG809$28.0K<0.1%00.0%Unchanged–
MAINMain Street Capital CORPCEF700$28.0K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM65$28.3K<0.1%−20−23.5%ReducedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF395$32.3K<0.1%00.0%Unchanged–
FFord Motor CoStock2,195$33.2K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock110$33.6K<0.1%00.0%UnchangedHistory
iShares Tr46434V4070-5YR HI YL CP813$33.7K<0.1%00.0%Unchanged–
PWRQuanta Services, Inc.COM174$34.2K<0.1%00.0%UnchangedHistory
BPBP PLCADR976$34.4K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock2,183$34.8K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock870$35.4K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF359$35.8K<0.1%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF591$36.1K<0.1%00.0%Unchanged–
iShares Inc46434G855MSCI GBL GOLD MN1,663$38.7K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock308$38.8K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$40.9K<0.1%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock120$40.9K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS400$41.7K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock615$42.5K<0.1%+2+0.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF96$42.8K<0.1%00.0%Unchanged–
AEPAmerican Electric Power Co IncStock511$43.0K<0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock284$44.6K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR452$45.6K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock101$46.0K<0.1%+5+5.2%AddedHistory
PEPPepsiCo IncStock258$47.8K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE700$51.1K<0.1%−123−14.9%Reduced–
iShares Tr464288521CRE U S REIT ETF998$51.3K<0.1%00.0%Unchanged–
PLDPrologis, Inc.REIT423$51.9K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock1,592$53.2K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF1,026$53.7K<0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock112$53.9K<0.1%−109−49.3%ReducedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$54.1K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM167$55.5K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,294$55.5K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM300$55.6K<0.1%+125+71.4%AddedHistory
GOOGAlphabet Inc.Stock460$55.6K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF412$58.5K<0.1%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF1,503$59.5K<0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock200$59.9K<0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF2,410$63.5K<0.1%−640−21.0%Reduced–
iShares Russell Midcap ETF464287499ETF900$65.7K<0.1%00.0%Unchanged–
MCDMcDonalds CorpStock224$66.8K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock703$68.9K<0.1%+275+64.3%AddedHistory
COSTCostco Wholesale CorpStock129$69.5K<0.1%−18−12.2%ReducedHistory
LYVLive Nation Entertainment, Inc.COM800$72.9K<0.1%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF667$75.6K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE959$76.7K<0.1%+959New–
DISWalt Disney CoStock862$77.0K<0.1%−73−7.8%ReducedHistory
TSLATesla, Inc.Stock296$77.5K<0.1%−1−0.3%ReducedHistory
SLFSun Life Financial IncCOM1,527$79.6K<0.1%+2+0.1%AddedHistory
HDHome Depot, Inc.Stock259$80.4K<0.1%−10−3.7%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock491$81.3K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$81.7K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock1,117$85.7K<0.1%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock1,475$86.7K<0.1%+1,325+883.3%AddedHistory
iShares Inc464286400MSCI BRAZIL ETF2,800$90.8K<0.1%+2,800New–
MRKMerck & Co., Inc.Stock792$91.4K<0.1%−50−5.9%ReducedHistory
NEMNEWMONT CorpStock2,205$94.1K<0.1%−660−23.0%ReducedHistory
PRUPrudential Financial IncStock1,126$99.3K0.1%−30−2.6%ReducedHistory
iShares S&P 100 ETF464287101ETF502$103.9K0.1%−154−23.5%Reduced–
ICEIntercontinental Exchange, Inc.Stock925$104.6K0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,825$105.1K0.1%−4,078−59.1%ReducedHistory
FCXFreeport-McMoran IncStock2,709$108.4K0.1%00.0%UnchangedHistory
iShares Tr4642874571 3 YR TREAS BD1,350$109.5K0.1%00.0%Unchanged–
VVisa Inc.Stock468$111.0K0.1%−74−13.7%ReducedHistory
TYTRI-CONTINENTAL CorpCOM4,115$112.8K0.1%+4,115NewHistory
WisdomTree Tr97717W406US AI ENHANCED1,222$114.3K0.1%00.0%Unchanged–
SBUXStarbucks CorpStock1,168$115.7K0.1%00.0%UnchangedHistory
CVXChevron CorpStock738$116.1K0.1%00.0%UnchangedHistory
iShares S&P 500 Growth ETF464287309ETF1,648$116.2K0.1%00.0%Unchanged–
Kraneshares Trust500767678GLOBAL CARB STRA3,090$117.2K0.1%−200−6.1%Reduced–
KOCoca Cola CoStock2,038$122.7K0.1%00.0%UnchangedHistory
iShares Tr46434V696CORE MSCI PAC2,175$124.9K0.1%00.0%Unchanged–
SPDR Series Trust78464A292ST STR PFD ETF3,773$126.3K0.1%00.0%Unchanged–
SLViShares Silver TrustETF6,053$126.4K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock980$131.1K0.1%−25−2.5%ReducedHistory
Vanguard Real Estate ETF922908553ETF1,651$138.0K0.1%−265−13.8%Reduced–
LMTLockheed Martin CorpStock302$139.0K0.1%−70−18.8%ReducedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF2,857$140.6K0.1%00.0%Unchanged–
AMZNAmazon Com IncStock1,235$161.0K0.1%+30+2.5%AddedHistory
AMGNAmgen IncStock741$164.5K0.1%+135+22.3%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA1,775$173.0K0.1%−50−2.7%Reduced–

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