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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 23, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
305
−51 vs. Q2 2023
Portfolio value
$188.0M
−$9.08M (−4.6%) vs. Q2 2023
Filed
Oct 23, 2023
SEC
Holdings of Lowe Wealth Advisors, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FCXFreeport-McMoran IncStock1,330$49.6K<0.1%−1,379−50.9%ReducedHistory
DNPDNP Select Income Fund IncCOM5,294$50.4K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap ETF808524201ETF1,026$51.9K<0.1%00.0%Unchanged–
NEMNEWMONT CorpStock1,490$55.1K<0.1%−715−32.4%ReducedHistory
AMPAmeriprise Financial IncCOM167$55.1K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock112$56.6K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock1,592$56.6K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock200$56.7K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF412$56.8K<0.1%00.0%Unchanged–
DISWalt Disney CoStock746$60.5K<0.1%−116−13.5%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock550$60.5K<0.1%−375−40.5%ReducedHistory
AMGNAmgen IncStock226$60.7K<0.1%−515−69.5%ReducedHistory
iShares Tr464288448INTL SEL DIV ETF2,410$61.2K<0.1%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF900$62.3K<0.1%00.0%Unchanged–
LYVLive Nation Entertainment, Inc.COM800$66.4K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN4,000$69.3K<0.1%+1,000+33.3%AddedHistory
TYTRI-CONTINENTAL CorpCOM2,615$69.5K<0.1%−1,500−36.5%ReducedHistory
ROKRockwell Automation, IncStock248$70.9K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock692$71.2K<0.1%−100−12.6%ReducedHistory
GISGeneral Mills IncStock1,117$71.5K<0.1%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF667$71.8K<0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock129$72.9K<0.1%00.0%UnchangedHistory
SLFSun Life Financial IncCOM1,529$74.6K<0.1%+2+0.1%AddedHistory
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE959$74.9K<0.1%00.0%Unchanged–
HDHome Depot, Inc.Stock259$78.2K<0.1%00.0%UnchangedHistory
ProShares Tr74347B714SHORT QQQ NEW8,000$87.1K<0.1%+8,000New–
BRBroadridge Financial Solutions, Inc.Stock491$87.9K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,745$89.0K<0.1%−80−2.8%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,070$98.2K0.1%−26,410−96.1%Reduced–
SBUXStarbucks CorpStock1,108$101.1K0.1%−60−5.1%ReducedHistory
PRUPrudential Financial IncStock1,076$102.1K0.1%−50−4.4%ReducedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO710$105.0K0.1%+595+517.4%Added–
WisdomTree Tr97717W406US AI ENHANCED1,183$105.2K0.1%−39−3.2%Reduced–
VVisa Inc.Stock468$107.6K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock855$108.7K0.1%−380−30.8%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD1,350$109.3K0.1%00.0%Unchanged–
KOCoca Cola CoStock2,013$112.7K0.1%−25−1.2%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF1,648$112.8K0.1%00.0%Unchanged–
SPDR Series Trust78464A292ST STR PFD ETF3,538$114.8K0.1%−235−6.2%Reduced–
PEGPublic Service Enterprise Group IncCOM2,044$116.3K0.1%+2,044NewHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF550$116.8K0.1%−955−63.5%Reduced–
iShares Tr46434V696CORE MSCI PAC2,175$120.9K0.1%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF1,611$121.9K0.1%−40−2.4%Reduced–
LMTLockheed Martin CorpStock302$123.5K0.1%00.0%UnchangedHistory
CVXChevron CorpStock738$124.4K0.1%00.0%UnchangedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF1,770$134.2K0.1%−500−22.0%Reduced–
IBMInternational Business Machines CorpStock980$137.5K0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock1,057$164.7K0.1%−18−1.7%ReducedHistory
iShares Tr46435G425ESG AWR MSCI USA1,775$166.7K0.1%00.0%Unchanged–
Vanguard Morningstar Growth ETF922908736ETF661$180.0K0.1%00.0%Unchanged–
HSYHershey CoCOM932$186.4K0.1%+1+0.1%AddedHistory
PPLPPL CorpCOM8,089$190.6K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock672$201.7K0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H730MORNINGSTAR SMID7,360$209.2K0.1%+290+4.1%Added–
UTGReaves Utility Income FundCOM SH BEN INT8,550$210.8K0.1%−350−3.9%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF1,890$211.9K0.1%00.0%Unchanged–
TJXTJX Companies IncStock2,402$213.5K0.1%+2,402NewHistory
iShares Inc464286400MSCI BRAZIL ETF6,975$213.9K0.1%+4,175+149.1%Added–
iShares Inc464286319EM MKTS DIV ETF9,340$222.5K0.1%−1,000−9.7%Reduced–
BMIBadger Meter IncCOM1,600$230.2K0.1%00.0%UnchangedHistory
Pacer US Cash Cows 100 ETF69374H881ETF4,770$235.8K0.1%+4,770New–
CCJCameco CorpStock6,155$244.0K0.1%+6,155NewHistory
MPCMarathon Petroleum CorpStock1,711$258.9K0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,425$260.8K0.1%−515−10.4%Reduced–
VanEck ETF Trust92189H607OIL SERVICES ETF760$262.2K0.1%−135−15.1%Reduced–
iShares Core High Dividend ETF46429B663ETF2,679$264.9K0.1%−30−1.1%Reduced–
SPDR Index Shs FDS78463X541ST STR NAT ETF5,080$283.1K0.2%−3,950−43.7%Reduced–
iShares Tr464288570ESG MSCI KLD ETF3,500$284.9K0.2%−546−13.5%Reduced–
ADPAutomatic Data Processing IncStock1,215$292.3K0.2%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock4,385$306.7K0.2%+4,385NewHistory
AEEAmeren CorpCOM4,138$309.6K0.2%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF7,545$359.1K0.2%−1,022−11.9%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,080$396.5K0.2%−370−10.7%Reduced–
VanEck ETF Trust92189F106GOLD MINERS ETF14,735$396.5K0.2%−625−4.1%Reduced–
AB Active ETFs Inc00039J103ULTRA SHORT INCM7,940$398.6K0.2%+7,940New–
Kraneshares Tr500767736QUADRTC INT RT21,415$440.3K0.2%00.0%Unchanged–
Global X FDS37954Y830GLOBAL X COPPER13,321$485.0K0.3%−581−4.2%Reduced–
XOMExxonMobil Holdings CorpCOM4,981$585.7K0.3%−138−2.7%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF9,254$595.5K0.3%−556−5.7%Reduced–
AAPLApple Inc.Stock3,574$611.9K0.3%−605−14.5%ReducedHistory
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS14,396$626.7K0.3%−385−2.6%Reduced–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT35,535$633.2K0.3%−811−2.2%Reduced–
VanEck Semiconductor ETF92189F676ETF4,470$648.1K0.3%−25−0.6%Reduced–
WisdomTree Tr97717W422INDIA ERNGS FD18,410$676.8K0.4%+180+1.0%Added–
iShares Tr46429B291A RATE CP BD ETF16,578$747.3K0.4%−3,662−18.1%Reduced–
MSFTMicrosoft CorpStock2,835$895.0K0.5%+10.0%AddedHistory
MKCMcCormick & Co IncStock14,230$1.08M0.6%+20.0%AddedHistory
J P Morgan Exchange Traded F46641Q274SHORT DURA CORE24,695$1.12M0.6%+2,000+8.8%Added–
ProShares Tr74348A467S&P 500 DV ARIST12,937$1.15M0.6%+3,555+37.9%Added–
iShares Tr464287689RUSSELL 3000 ETF4,866$1.19M0.6%00.0%Unchanged–
MDYSPDR S&P Midcap 400 ETF TrustETF3,809$1.74M0.9%+117+3.2%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF23,636$2.14M1.1%+6,532+38.2%Added–
Vanguard High Dividend Yield Index ETF921946406ETF32,358$3.34M1.8%−2,784−7.9%Reduced–
ProShares Tr74347B425SHORT S&P 500 NE246,075$3.56M1.9%−12,404−4.8%Reduced–
iShares Tr464287846DOW JONES US ETF37,120$3.88M2.1%+512+1.4%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM82,101$4.40M2.3%+2,054+2.6%Added–
SPDR Series Trust78468R101ST SHO TREAS ETF167,806$4.82M2.6%+104,953+167.0%Added–
IAUiShares Gold TrustETF170,664$5.97M3.2%−88,087−34.0%ReducedHistory
Listed FDS Tr53656F623HORI KI INFL ETF206,150$6.28M3.3%+3,855+1.9%Added–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF95,527$9.57M5.1%−916−0.9%Reduced–

Sold out since Q2 2023 (66)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
iShares Tr464287572GLOBAL 100 ETF4,275$325.2K0.2%–
Kraneshares Trust500767678GLOBAL CARB STRA3,090$117.2K0.1%–
iShares Inc46434G855MSCI GBL GOLD MN1,663$38.7K<0.1%–
CEGConstellation Energy CorpStock288$26.4K<0.1%History
CMGChipotle Mexican Grill IncCOM11$23.5K<0.1%History
ProShares Tr74348A210SHRT RUSSELL20001,000$22.8K<0.1%–
GOOGLAlphabet Inc.Stock180$21.5K<0.1%History
iShares Tr464288752US HOME CONS ETF250$21.4K<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF450$20.7K<0.1%–
CORCencora, Inc.Stock97$18.7K<0.1%History
JOEST JOE CoCOM345$16.7K<0.1%History
SLBSLB LimitedStock325$16.0K<0.1%History
CTVACorteva, Inc.Stock271$15.5K<0.1%History
BALLBALL CorpCOM220$12.8K<0.1%History
DEDeere & CoStock29$11.8K<0.1%History
AMDAdvanced Micro Devices IncStock100$11.4K<0.1%History
Global X Uranium ETF37954Y871ETF500$10.8K<0.1%–
VanEck ETF Trust92189F791JUNIOR GOLD MINE300$10.7K<0.1%–
NVDANVIDIA CorpStock25$10.6K<0.1%History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF165$10.2K<0.1%–
DJPBarclays Bank PLCDJUBS CMDT ETN36310$9.48K<0.1%History
DPZDominos Pizza IncCOM27$9.10K<0.1%History
MSMorgan StanleyStock100$8.54K<0.1%History
Invesco Exch Traded FD Tr II46138G706SOLAR ETF115$8.21K<0.1%–
INVHInvitation Homes Inc.COM225$7.74K<0.1%History
iShares Tr46428743220 YR TR BD ETF75$7.72K<0.1%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF100$7.42K<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF400$7.40K<0.1%–
CCLCarnival Corp Ltd.UNIT 99/99/9999380$7.16K<0.1%History
NKENIKE, Inc.Stock62$6.86K<0.1%History
First Trust Cloud Computing ETF33734X192ETF70$5.32K<0.1%–
First Tr Exchange-Traded FD33733B100WTR ETF60$5.31K<0.1%–
VanEck ETF Trust92189F437FALLEN ANGEL HG190$5.28K<0.1%–
SWBISmith & Wesson Brands, Inc.COM400$5.22K<0.1%History
HWMHowmet Aerospace Inc.Stock100$4.96K<0.1%History
State Street SPDR S&P Regional Banking ETF78464A698ETF120$4.90K<0.1%–
DGDollar General CorpCOM25$4.25K<0.1%History
iShares Global Clean Energy ETF464288224ETF220$4.05K<0.1%–
iShares Inc464286350MSCI AGR PRO ETF96$3.79K<0.1%–
iShares Tr464288174GL TIMB FORE ETF50$3.58K<0.1%–
First Tr Exchange-Traded FD33736G106GBL WND ENRG ETF200$3.49K<0.1%–
Fidelity MSCI Health Care Index ETF316092600ETF50$3.16K<0.1%–
BF.BBrown Forman CorpStock45$3.00K<0.1%History
RGRSturm Ruger & Co IncStock50$2.65K<0.1%History
Fidelity MSCI Energy Index ETF316092402ETF110$2.44K<0.1%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF49$1.59K<0.1%–
SPCEVirgin Galactic Holdings, IncCOM401$1.56K<0.1%History
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF41$1.32K<0.1%–
WBAWalgreens Boots Alliance, Inc.COM39$1.11K<0.1%History
NIONIO Inc.ADR100$969<0.1%History
JWNNordstrom IncStock45$921<0.1%History
AOUTAmerican Outdoor Brands, Inc.COM99$859<0.1%History
SOFISoFi Technologies, Inc.Stock100$834<0.1%History
AALAmerican Airlines Group Inc.Stock45$807<0.1%History
LLLL Flooring Holdings, Inc.COM200$766<0.1%History
ARNCArconic CorpCOM25$740<0.1%History
NTRNutrien Ltd.COM12$709<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A COM100$440<0.1%History
BHCBausch Health Companies Inc.Stock50$400<0.1%History
EVGOEVgo Inc.CL A COM100$400<0.1%History
JOANJOANN Inc.COM265$232<0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT4$225<0.1%History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF2$75<0.1%–
NMINuveen Municipal Income Fund IncCOM7$66<0.1%History
GRPNGroupon, Inc.COM NEW4$24<0.1%History
CFMSConformis IncCOM NEW5$11<0.1%History