Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 307
- −8 vs. Q4 2023
- Portfolio value
- $214.7M
- +$12.6M (+6.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 135,764 | $71.0M | 33.1% | −906−0.7% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 50,646 | $22.5M | 10.5% | −263−0.5% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 236,292 | $19.7M | 9.2% | −956−0.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 153,086 | $11.8M | 5.5% | −511−0.3% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 200,595 | $10.1M | 4.7% | +2,489+1.3% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 89,256 | $8.97M | 4.2% | −1,405−1.5% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 259,473 | $7.50M | 3.5% | +28,814+12.5% | Added | – |
| IAUiShares Gold Trust | ETF | 166,379 | $6.99M | 3.3% | −262−0.2% | Reduced | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 214,025 | $6.97M | 3.2% | +6,180+3.0% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 91,614 | $5.30M | 2.5% | +5,401+6.3% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 36,158 | $4.63M | 2.2% | −418−1.1% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,070 | $3.52M | 1.6% | −875−2.9% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,030 | $2.27M | 1.1% | +27+0.1% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,869 | $2.15M | 1.0% | +37+1.0% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 20,002 | $2.03M | 0.9% | +3,759+23.1% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,816 | $1.45M | 0.7% | −50−1.0% | Reduced | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 40,405 | $1.28M | 0.6% | +4,985+14.1% | Added | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 26,315 | $1.22M | 0.6% | +425+1.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,749 | $1.16M | 0.5% | +70+2.6% | Added | History |
| MKCMcCormick & Co Inc | Stock | 14,234 | $1.09M | 0.5% | +20.0% | Added | History |
| Global X FDS37954Y830 | GLOBAL X COPPER | 24,397 | $1.04M | 0.5% | +9,301+61.6% | Added | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 19,860 | $1.00M | 0.5% | +4,765+31.6% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,420 | $994.5K | 0.5% | −55−1.2% | Reduced | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 17,670 | $868.6K | 0.4% | +5,870+49.7% | Added | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,330 | $842.0K | 0.4% | +480+2.5% | Added | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 41,023 | $798.3K | 0.4% | +4,063+11.0% | Added | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 14,741 | $731.9K | 0.3% | −265−1.8% | Reduced | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 11,660 | $677.6K | 0.3% | +3,705+46.6% | Added | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 19,257 | $624.3K | 0.3% | +5,072+35.8% | Added | – |
| AAPLApple Inc. | Stock | 3,476 | $596.1K | 0.3% | −100−2.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 4,938 | $574.0K | 0.3% | 00.0% | Unchanged | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 35,311 | $418.8K | 0.2% | −169,916−82.8% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,457 | $405.0K | 0.2% | −877−13.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 672 | $326.3K | 0.2% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 9,470 | $323.0K | 0.2% | +725+8.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,225 | $321.2K | 0.1% | −1,030−14.2% | Reduced | – |
| AEEAmeren Corp | COM | 4,138 | $306.0K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $303.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,654 | $292.5K | 0.1% | −25−0.9% | Reduced | – |
| MPCMarathon Petroleum Corp | Stock | 1,436 | $289.4K | 0.1% | −25−1.7% | Reduced | History |
| ZMZoom Communications, Inc. | Stock | 4,060 | $265.4K | 0.1% | −200−4.7% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,040 | $265.2K | 0.1% | −285−6.6% | Reduced | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 10,040 | $262.6K | 0.1% | −125−1.2% | Reduced | – |
| TJXTJX Companies Inc | Stock | 2,402 | $243.6K | 0.1% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 8,089 | $222.7K | 0.1% | 00.0% | Unchanged | History |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 7,243 | $219.0K | 0.1% | +7,243 | New | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 8,100 | $218.4K | 0.1% | +100+1.3% | Added | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,365 | $211.5K | 0.1% | +540+65.5% | Added | – |
| BMIBadger Meter Inc | COM | 1,220 | $197.4K | 0.1% | −380−23.8% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,266 | $196.0K | 0.1% | +460+25.5% | Added | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,090 | $187.9K | 0.1% | +281+15.5% | Added | – |
| IBMInternational Business Machines Corp | Stock | 980 | $187.1K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 933 | $181.5K | 0.1% | +1+0.1% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,822 | $175.1K | 0.1% | −400−12.4% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,588 | $160.1K | 0.1% | −200−11.2% | Reduced | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 8,200 | $155.2K | 0.1% | −13,165−61.6% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 855 | $154.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 3,345 | $142.3K | 0.1% | +2,532+311.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 411 | $141.5K | 0.1% | −250−37.8% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 542 | $140.9K | 0.1% | −8−1.5% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $139.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $137.7K | 0.1% | 00.0% | Unchanged | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 19,752 | $137.1K | 0.1% | 00.0% | Unchanged | History |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $136.5K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 458 | $127.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $123.6K | 0.1% | −200−15.7% | Reduced | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $123.4K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 2,013 | $123.2K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 738 | $116.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,415 | $114.7K | 0.1% | +50+2.1% | Added | – |
| PRUPrudential Financial Inc | Stock | 976 | $114.6K | 0.1% | −100−9.3% | Reduced | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 1,083 | $110.2K | 0.1% | −100−8.5% | Reduced | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 1,590 | $110.2K | 0.1% | +1,590 | New | – |
| Schwab International Equity ETF808524805 | ETF | 2,732 | $106.6K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 945 | $105.5K | <0.1% | +945 | New | – |
| VZVerizon Communications Inc | Stock | 2,493 | $104.6K | <0.1% | −52−2.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 658 | $104.1K | <0.1% | −88−11.8% | Reduced | History |
| SBUXStarbucks Corp | Stock | 1,108 | $101.3K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $100.6K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 259 | $99.2K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 217 | $98.7K | <0.1% | −85−28.1% | Reduced | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,070 | $87.5K | <0.1% | −280−20.7% | Reduced | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $87.5K | <0.1% | +751+84.7% | Added | – |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $84.6K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 1,533 | $83.7K | <0.1% | +2+0.1% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 667 | $82.2K | <0.1% | 00.0% | Unchanged | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,000 | $81.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $81.3K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,961 | $80.6K | <0.1% | +980+99.9% | Added | – |
| INTCIntel Corp | Stock | 1,792 | $79.1K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 646 | $79.0K | <0.1% | −100−13.4% | Reduced | History |
| GISGeneral Mills Inc | Stock | 1,117 | $78.2K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 562 | $74.2K | <0.1% | −55−8.9% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 167 | $73.2K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 248 | $72.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $67.6K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $67.1K | <0.1% | 00.0% | Unchanged | – |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $62.5K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $61.5K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 628 | $61.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (16)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| CCJCameco Corp | Stock | 5,315 | $229.1K | 0.1% | History |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $15.2K | <0.1% | History |
| LEGLeggett & Platt Inc | Stock | 500 | $13.1K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 60 | $11.4K | <0.1% | History |
| CMRE.PCCostamare Inc. | PRD | 287 | $7.28K | <0.1% | History |
| SPLKSplunk Inc | COM | 40 | $6.09K | <0.1% | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5.45K | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4.85K | <0.1% | – |
| AXPAmerican Express Co | Stock | 20 | $3.75K | <0.1% | History |
| TURN180 Degree Capital Corp. | COM NEW | 683 | $2.80K | <0.1% | History |
| MNKDMannkind Corp | COM NEW | 500 | $1.82K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1.21K | <0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41 | $691 | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 11 | $520 | <0.1% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4 | $142 | <0.1% | – |
| BRCCBRC Inc. | COM CL A | 35 | $127 | <0.1% | History |