Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 5, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 315
- +10 vs. Q3 2023
- Portfolio value
- $202.1M
- +$14.1M (+7.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | Unchanged | – |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 00.0% | Unchanged | History |
| EBSEmergent BioSolutions Inc. | COM | 40 | $96 | <0.1% | 00.0% | Unchanged | History |
| NVTnVent Electric plc | SHS | 2 | $118 | <0.1% | 00.0% | Unchanged | History |
| BRCCBRC Inc. | COM CL A | 35 | $127 | <0.1% | +35 | New | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4 | $142 | <0.1% | +4 | New | – |
| VTRSViatris Inc | Stock | 15 | $162 | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 3 | $179 | <0.1% | 00.0% | Unchanged | – |
| KSSKOHLS Corp | Stock | 7 | $201 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $236 | <0.1% | 00.0% | Unchanged | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $239 | <0.1% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $306 | <0.1% | 00.0% | Unchanged | – |
| AQMSAqua Metals, Inc. | COM | 455 | $346 | <0.1% | 00.0% | Unchanged | History |
| VSHVishay Intertechnology Inc | COM | 15 | $360 | <0.1% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $363 | <0.1% | 00.0% | Unchanged | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $369 | <0.1% | 00.0% | Unchanged | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $381 | <0.1% | 00.0% | Unchanged | History |
| SCORComscore, Inc. | COM NEW | 25 | $418 | <0.1% | 00.0% | UnchangedConverted for a 1-for-20 split | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $426 | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2 | $465 | <0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 10 | $513 | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 9 | $519 | <0.1% | 00.0% | Unchanged | History |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 11 | $520 | <0.1% | +11 | New | – |
| QSQuantumScape Corp | COM CL A | 75 | $521 | <0.1% | 00.0% | Unchanged | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41 | $691 | <0.1% | +41 | New | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $709 | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 9 | $741 | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 14 | $768 | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $812 | <0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $874 | <0.1% | 00.0% | Unchanged | – |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $910 | <0.1% | 00.0% | Unchanged | – |
| TFCTruist Financial Corp | COM | 30 | $1.11K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1.21K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1.22K | <0.1% | 00.0% | Unchanged | – |
| TELTE Connectivity plc | REG SHS | 10 | $1.41K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1.43K | <0.1% | 00.0% | Unchanged | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1.61K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 26 | $1.72K | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 200 | $1.78K | <0.1% | 00.0% | Unchanged | History |
| RUMRUM Group Inc. | Stock | 400 | $1.80K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $1.82K | <0.1% | 00.0% | Unchanged | – |
| MNKDMannkind Corp | COM NEW | 500 | $1.82K | <0.1% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 30 | $2.02K | <0.1% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 150 | $2.54K | <0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 5 | $2.56K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 25 | $2.73K | <0.1% | 00.0% | Unchanged | History |
| TURN180 Degree Capital Corp. | COM NEW | 683 | $2.80K | <0.1% | +683 | New | History |
| TGTTarget Corp | Stock | 20 | $2.85K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3.17K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 44 | $3.31K | <0.1% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3.33K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3.40K | <0.1% | 00.0% | Unchanged | – |
| LUVSouthwest Airlines Co | COM | 120 | $3.47K | <0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3.58K | <0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 20 | $3.75K | <0.1% | 00.0% | Unchanged | History |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3.78K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14 | $3.88K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $3.93K | <0.1% | 00.0% | Unchanged | History |
| AXSMAxsome Therapeutics, Inc. | COM | 50 | $3.98K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 18 | $4.06K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 110 | $4.68K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30 | $4.73K | <0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 18 | $4.74K | <0.1% | 00.0% | Unchanged | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $4.77K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4.85K | <0.1% | 00.0% | Unchanged | – |
| UAAUnder Armour, Inc. | Stock | 566 | $4.97K | <0.1% | 00.0% | Unchanged | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 146 | $5.09K | <0.1% | +125+595.2% | Added | – |
| UAUnder Armour, Inc. | CL C | 639 | $5.34K | <0.1% | 00.0% | Unchanged | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5.45K | <0.1% | 00.0% | Unchanged | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5.48K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5.52K | <0.1% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 5 | $5.58K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 77 | $5.60K | <0.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $5.64K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $5.71K | <0.1% | +75 | New | – |
| GLDSPDR Gold Trust | ETF | 30 | $5.74K | <0.1% | 00.0% | Unchanged | History |
| SPLKSplunk Inc | COM | 40 | $6.09K | <0.1% | 00.0% | Unchanged | History |
| TAPMolson Coors Beverage Co | CL B | 100 | $6.12K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 79 | $6.12K | <0.1% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 112 | $6.14K | <0.1% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 204 | $6.21K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6.26K | <0.1% | 00.0% | Unchanged | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $6.52K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 229 | $6.59K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6.74K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $6.77K | <0.1% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 70 | $7.06K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7.25K | <0.1% | 00.0% | Unchanged | – |
| CMRE.PCCostamare Inc. | PRD | 287 | $7.28K | <0.1% | +287 | New | History |
| KMBKimberly Clark Corp | Stock | 60 | $7.29K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 30 | $7.32K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $7.58K | <0.1% | +200 | New | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7.63K | <0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $7.66K | <0.1% | 00.0% | Unchanged | – |
| PAASPan American Silver Corp | Stock | 479 | $7.82K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 35 | $7.83K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 100 | $7.97K | <0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 30 | $8.22K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 17 | $8.28K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 52 | $8.86K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2023 (8)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 760 | $262.2K | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 145 | $22.3K | <0.1% | – |
| VMWVmware LLC | CL A COM | 81 | $13.5K | <0.1% | History |
| iShares Tr464287515 | EXPANDED TECH | 35 | $11.9K | <0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 85 | $11.5K | <0.1% | – |
| ADBEAdobe Inc. | Stock | 15 | $7.65K | <0.1% | History |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 444 | $4.49K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 40 | $2.35K | <0.1% | – |