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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9.24K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 194 | $9.29K | <0.1% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 80 | $9.53K | <0.1% | 00.0% | Unchanged | History |
| NTNXNutanix, Inc. | Stock | 200 | $9.54K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 49 | $9.84K | <0.1% | −100−67.1% | Reduced | – |
| SRCLStericycle Inc | COM | 200 | $9.91K | <0.1% | 00.0% | Unchanged | History |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 80 | $10.2K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 285 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 50 | $10.5K | <0.1% | −50−50.0% | Reduced | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 60 | $11.4K | <0.1% | −40−40.0% | Reduced | History |
| QCOMQualcomm Inc | Stock | 80 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 100 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 258 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $11.9K | <0.1% | +20+11.1% | Added | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $12.1K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 120 | $12.1K | <0.1% | +120 | New | – |
| UNPUnion Pacific Corp | Stock | 50 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 150 | $12.8K | <0.1% | 00.0% | Unchanged | – |
| MRNAModerna, Inc. | Stock | 130 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| LEGLeggett & Platt Inc | Stock | 500 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| CHDNChurchill Downs Inc | COM | 100 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $13.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $13.6K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 396 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $14.1K | <0.1% | 00.0% | Unchanged | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 185 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 131 | $14.2K | <0.1% | −15−10.3% | Reduced | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $14.4K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 138 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| ENPHEnphase Energy, Inc. | Stock | 115 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $15.2K | <0.1% | 00.0% | Unchanged | – |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 105 | $15.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $15.7K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $15.8K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $15.9K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $16.7K | <0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 505 | $17.0K | <0.1% | −85−14.4% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 79 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $17.2K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $17.5K | <0.1% | +369 | New | – |
| OKEONEOK Inc | COM | 251 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 500 | $17.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $17.9K | <0.1% | +214 | New | – |
| iShares Tr464287150 | CORE S&P TTL STK | 172 | $18.1K | <0.1% | +11+6.8% | Added | – |
| WMWaste Management Inc | Stock | 102 | $18.3K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Tips ETF808524870 | ETF | 352 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $18.9K | <0.1% | −120−23.1% | Reduced | – |
| HRBH&R Block Inc | COM | 406 | $19.6K | <0.1% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 155 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 575 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 468 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 200 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 50 | $21.3K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 285 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $22.2K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 76 | $22.5K | <0.1% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 1,524 | $22.5K | <0.1% | 00.0% | Unchanged | – |
| FFord Motor Co | Stock | 1,945 | $23.7K | <0.1% | 00.0% | Unchanged | History |
| EPDEnterprise Products Partners L.P. | Stock | 900 | $23.7K | <0.1% | +900 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 196 | $24.5K | <0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 1,460 | $24.5K | <0.1% | −340−18.9% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 136 | $24.8K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 150 | $25.5K | <0.1% | 00.0% | Unchanged | History |
| ENVXEnovix Corp | COM | 2,190 | $27.4K | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 771 | $27.7K | <0.1% | −74−8.8% | Reduced | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 250 | $28.5K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $28.6K | <0.1% | 00.0% | Unchanged | – |
| DUKDuke Energy CORP | Stock | 299 | $29.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 400 | $30.2K | <0.1% | 00.0% | Unchanged | – |
| MAINMain Street Capital CORP | CEF | 700 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 393 | $31.1K | <0.1% | +2+0.5% | Added | History |
| DGDollar General Corp | COM | 240 | $32.6K | <0.1% | +240 | New | History |
| SYKStryker Corp | Stock | 110 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 65 | $33.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 813 | $34.3K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 380 | $34.7K | <0.1% | −690−64.5% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 76 | $35.6K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 244 | $38.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 981 | $39.4K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 625 | $40.7K | <0.1% | +34+5.8% | Added | – |
| XELXcel Energy Inc | Stock | 658 | $40.7K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $41.5K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 300 | $42.3K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $42.7K | <0.1% | −459−47.9% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $42.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $43.3K | <0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 226 | $43.5K | <0.1% | +180+391.3% | Added | – |
| PEPPepsiCo Inc | Stock | 258 | $43.8K | <0.1% | 00.0% | Unchanged | History |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $44.9K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 887 | $45.3K | <0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 154 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 96 | $45.9K | <0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 2,116 | $46.1K | <0.1% | 00.0% | Unchanged | History |
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% | – |