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.
- Positions
- 356
- +5 vs. Q1 2023
- Portfolio value
- $197.1M
- +$11.3M (+6.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $12.0K | <0.1% | 00.0% | Unchanged | – |
| DEDeere & Co | Stock | 29 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| VMWVmware LLC | CL A COM | 81 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $11.2K | <0.1% | 00.0% | Unchanged | – |
| FEFirstenergy Corp | COM | 285 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 380 | $10.9K | <0.1% | 00.0% | Unchanged | – |
| Global X Uranium ETF37954Y871 | ETF | 500 | $10.8K | <0.1% | +500 | New | – |
| CSCOCisco Systems, Inc. | Stock | 208 | $10.8K | <0.1% | −50−19.4% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $10.7K | <0.1% | 00.0% | Unchanged | – |
| ALGNAlign Technology Inc | COM | 30 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 25 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 100 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $10.2K | <0.1% | 00.0% | Unchanged | – |
| DELLDell Technologies Inc. | Stock | 185 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 80 | $9.52K | <0.1% | 00.0% | Unchanged | History |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9.48K | <0.1% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 200 | $9.29K | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 27 | $9.10K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $8.96K | <0.1% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 80 | $8.95K | <0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 80 | $8.79K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $8.70K | <0.1% | 00.0% | Unchanged | – |
| MSMorgan Stanley | Stock | 100 | $8.54K | <0.1% | 00.0% | Unchanged | History |
| UAUnder Armour, Inc. | CL C | 1,271 | $8.53K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52 | $8.45K | <0.1% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 60 | $8.28K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8.21K | <0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 35 | $7.94K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 30 | $7.92K | <0.1% | −30−50.0% | Reduced | History |
| INVHInvitation Homes Inc. | COM | 225 | $7.74K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 75 | $7.72K | <0.1% | 00.0% | Unchanged | – |
| CLColgate Palmolive Co | Stock | 100 | $7.70K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7.52K | <0.1% | 00.0% | Unchanged | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7.42K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 400 | $7.40K | <0.1% | −800−66.7% | Reduced | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 183 | $7.36K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $7.33K | <0.1% | 00.0% | Unchanged | – |
| UAAUnder Armour, Inc. | Stock | 998 | $7.21K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7.16K | <0.1% | 00.0% | Unchanged | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $7.16K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 62 | $6.86K | <0.1% | 00.0% | Unchanged | History |
| CAHCardinal Health Inc | Stock | 70 | $6.62K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $6.61K | <0.1% | 00.0% | Unchanged | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $6.58K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 175 | $6.42K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 175 | $6.34K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $6.07K | <0.1% | 00.0% | Unchanged | – |
| RRCRange Resources Corp | COM | 204 | $6.00K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $5.75K | <0.1% | 00.0% | Unchanged | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5.69K | <0.1% | 00.0% | Unchanged | History |
| NTNXNutanix, Inc. | Stock | 200 | $5.61K | <0.1% | 00.0% | Unchanged | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5.44K | <0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 30 | $5.35K | <0.1% | −14−31.8% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5.32K | <0.1% | 00.0% | Unchanged | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $5.32K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5.31K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5.28K | <0.1% | 00.0% | Unchanged | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5.22K | <0.1% | 00.0% | Unchanged | History |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $5.15K | <0.1% | 00.0% | Unchanged | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $5.14K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 77 | $4.97K | <0.1% | 00.0% | Unchanged | History |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4.96K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 120 | $4.90K | <0.1% | +120 | New | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $4.88K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4.76K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 136 | $4.51K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $4.48K | <0.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $4.31K | <0.1% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 25 | $4.25K | <0.1% | 00.0% | Unchanged | History |
| SPLKSplunk Inc | COM | 40 | $4.24K | <0.1% | 00.0% | Unchanged | History |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4.05K | <0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 18 | $3.80K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $3.79K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3.66K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3.58K | <0.1% | 00.0% | Unchanged | – |
| RUMRUM Group Inc. | Stock | 400 | $3.57K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3.49K | <0.1% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3.49K | <0.1% | +17+65.4% | Added | History |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3.49K | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 20 | $3.48K | <0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3.40K | <0.1% | −65−76.5% | Reduced | – |
| MARMarriott International Inc | Stock | 18 | $3.31K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3.19K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3.17K | <0.1% | 00.0% | Unchanged | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3.16K | <0.1% | 00.0% | Unchanged | – |
| BF.BBrown Forman Corp | Stock | 45 | $3.00K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3.00K | <0.1% | 00.0% | Unchanged | – |
| MEDMedifast Inc | COM | 30 | $2.77K | <0.1% | 00.0% | Unchanged | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 79 | $2.67K | <0.1% | 00.0% | Unchanged | – |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2.65K | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 200 | $2.60K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2.51K | <0.1% | 00.0% | Unchanged | – |
| MMM3M Co | Stock | 25 | $2.50K | <0.1% | 00.0% | Unchanged | History |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2.44K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2023 (12)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 2,275 | $123.8K | 0.1% | History |
| Yamana Gold Inc98462Y100 | COM | 8,000 | $46.8K | <0.1% | – |
| ABBVAbbVie Inc. | Stock | 195 | $31.1K | <0.1% | History |
| LXP.PCLXP Industrial Trust | PREFERRED | 400 | $19.4K | <0.1% | History |
| FLCFlaherty & Crumrine Total Return Fund Inc | COM | 1,000 | $14.7K | <0.1% | History |
| CCJCameco Corp | Stock | 300 | $7.85K | <0.1% | History |
| BGTBlackRock Floating Rate Income Trust | COM | 333 | $3.73K | <0.1% | History |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 200 | $2.90K | <0.1% | – |
| ACNAccenture plc | Stock | 10 | $2.86K | <0.1% | History |
| WFCWells Fargo & Company | Stock | 50 | $1.87K | <0.1% | History |
| HBIHanesbrands Inc. | COM | 250 | $1.31K | <0.1% | History |
| COHRCoherent Corp. | COM | 30 | $1.14K | <0.1% | History |