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.
- Positions
- 305
- −51 vs. Q2 2023
- Portfolio value
- $188.0M
- −$9.08M (−4.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 201,619 | $10.1M | 5.4% | −1,329−0.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,468 | $11.5M | 6.1% | −483−0.3% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 249,740 | $18.1M | 9.6% | −3,540−1.4% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 51,253 | $18.4M | 9.8% | −619−1.2% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 138,216 | $59.1M | 31.4% | −1,166−0.8% | Reduced | History |
Sold out since Q2 2023 (66)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| iShares Tr464287572 | GLOBAL 100 ETF | 4,275 | $325.2K | 0.2% | – |
| Kraneshares Trust500767678 | GLOBAL CARB STRA | 3,090 | $117.2K | 0.1% | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 1,663 | $38.7K | <0.1% | – |
| CEGConstellation Energy Corp | Stock | 288 | $26.4K | <0.1% | History |
| CMGChipotle Mexican Grill Inc | COM | 11 | $23.5K | <0.1% | History |
| ProShares Tr74348A210 | SHRT RUSSELL2000 | 1,000 | $22.8K | <0.1% | – |
| GOOGLAlphabet Inc. | Stock | 180 | $21.5K | <0.1% | History |
| iShares Tr464288752 | US HOME CONS ETF | 250 | $21.4K | <0.1% | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 450 | $20.7K | <0.1% | – |
| CORCencora, Inc. | Stock | 97 | $18.7K | <0.1% | History |
| JOEST JOE Co | COM | 345 | $16.7K | <0.1% | History |
| SLBSLB Limited | Stock | 325 | $16.0K | <0.1% | History |
| CTVACorteva, Inc. | Stock | 271 | $15.5K | <0.1% | History |
| BALLBALL Corp | COM | 220 | $12.8K | <0.1% | History |
| DEDeere & Co | Stock | 29 | $11.8K | <0.1% | History |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $11.4K | <0.1% | History |
| Global X Uranium ETF37954Y871 | ETF | 500 | $10.8K | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 300 | $10.7K | <0.1% | – |
| NVDANVIDIA Corp | Stock | 25 | $10.6K | <0.1% | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 165 | $10.2K | <0.1% | – |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 310 | $9.48K | <0.1% | History |
| DPZDominos Pizza Inc | COM | 27 | $9.10K | <0.1% | History |
| MSMorgan Stanley | Stock | 100 | $8.54K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 115 | $8.21K | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 225 | $7.74K | <0.1% | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 75 | $7.72K | <0.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 100 | $7.42K | <0.1% | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 400 | $7.40K | <0.1% | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 380 | $7.16K | <0.1% | History |
| NKENIKE, Inc. | Stock | 62 | $6.86K | <0.1% | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 70 | $5.32K | <0.1% | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 60 | $5.31K | <0.1% | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 190 | $5.28K | <0.1% | – |
| SWBISmith & Wesson Brands, Inc. | COM | 400 | $5.22K | <0.1% | History |
| HWMHowmet Aerospace Inc. | Stock | 100 | $4.96K | <0.1% | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 120 | $4.90K | <0.1% | – |
| DGDollar General Corp | COM | 25 | $4.25K | <0.1% | History |
| iShares Global Clean Energy ETF464288224 | ETF | 220 | $4.05K | <0.1% | – |
| iShares Inc464286350 | MSCI AGR PRO ETF | 96 | $3.79K | <0.1% | – |
| iShares Tr464288174 | GL TIMB FORE ETF | 50 | $3.58K | <0.1% | – |
| First Tr Exchange-Traded FD33736G106 | GBL WND ENRG ETF | 200 | $3.49K | <0.1% | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50 | $3.16K | <0.1% | – |
| BF.BBrown Forman Corp | Stock | 45 | $3.00K | <0.1% | History |
| RGRSturm Ruger & Co Inc | Stock | 50 | $2.65K | <0.1% | History |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 110 | $2.44K | <0.1% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 49 | $1.59K | <0.1% | – |
| SPCEVirgin Galactic Holdings, Inc | COM | 401 | $1.56K | <0.1% | History |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 41 | $1.32K | <0.1% | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 39 | $1.11K | <0.1% | History |
| NIONIO Inc. | ADR | 100 | $969 | <0.1% | History |
| JWNNordstrom Inc | Stock | 45 | $921 | <0.1% | History |
| AOUTAmerican Outdoor Brands, Inc. | COM | 99 | $859 | <0.1% | History |
| SOFISoFi Technologies, Inc. | Stock | 100 | $834 | <0.1% | History |
| AALAmerican Airlines Group Inc. | Stock | 45 | $807 | <0.1% | History |
| LLLL Flooring Holdings, Inc. | COM | 200 | $766 | <0.1% | History |
| ARNCArconic Corp | COM | 25 | $740 | <0.1% | History |
| NTRNutrien Ltd. | COM | 12 | $709 | <0.1% | History |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 100 | $440 | <0.1% | History |
| BHCBausch Health Companies Inc. | Stock | 50 | $400 | <0.1% | History |
| EVGOEVgo Inc. | CL A COM | 100 | $400 | <0.1% | History |
| JOANJOANN Inc. | COM | 265 | $232 | <0.1% | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 4 | $225 | <0.1% | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 2 | $75 | <0.1% | – |
| NMINuveen Municipal Income Fund Inc | COM | 7 | $66 | <0.1% | History |
| GRPNGroupon, Inc. | COM NEW | 4 | $24 | <0.1% | History |
| CFMSConformis Inc | COM NEW | 5 | $11 | <0.1% | History |