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 |
|---|---|---|---|---|---|---|---|
| SRCLStericycle Inc | COM | 200 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 50 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 285 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $11.1K | <0.1% | −2,580−97.2% | Reduced | – |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| NTNXNutanix, Inc. | Stock | 200 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| CHDNChurchill Downs Inc | COM | 100 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 100 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 258 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $13.1K | <0.1% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 80 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 130 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $13.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $13.9K | <0.1% | 00.0% | Unchanged | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 150 | $13.9K | <0.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 80 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 77 | $14.1K | <0.1% | +25+48.1% | Added | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $14.2K | <0.1% | 00.0% | Unchanged | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $14.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 131 | $14.5K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 396 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 138 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $15.8K | <0.1% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 105 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $17.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $17.1K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $17.3K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $17.6K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $17.7K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $17.8K | <0.1% | −60−30.6% | Reduced | – |
| Paramount Global92556H206 | CL B | 1,524 | $17.9K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Tips ETF808524870 | ETF | 352 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $18.6K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $18.7K | <0.1% | 00.0% | Unchanged | – |
| BPBP PLC | ADR | 500 | $18.8K | <0.1% | 00.0% | Unchanged | History |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 505 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $19.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 172 | $19.8K | <0.1% | 00.0% | Unchanged | – |
| HRBH&R Block Inc | COM | 406 | $19.9K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 251 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 79 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $21.1K | <0.1% | −290−65.9% | Reduced | – |
| DELLDell Technologies Inc. | Stock | 185 | $21.1K | <0.1% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $21.3K | <0.1% | −36−26.5% | Reduced | History |
| WMWaste Management Inc | Stock | 102 | $21.7K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 294 | $21.8K | <0.1% | +268+1,030.8% | Added | History |
| FFord Motor Co | Stock | 1,645 | $21.8K | <0.1% | −300−15.4% | Reduced | History |
| MAMastercard Inc | Stock | 50 | $24.1K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 285 | $24.1K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 116 | $24.2K | <0.1% | −110−48.7% | Reduced | – |
| ORCLOracle Corp | Stock | 200 | $25.1K | <0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 200 | $25.2K | <0.1% | −50−20.0% | Reduced | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 435 | $25.2K | <0.1% | −4,190−90.6% | Reduced | – |
| EXCExelon Corp | Stock | 679 | $25.5K | <0.1% | −92−11.9% | Reduced | History |
| TAT&T Inc. | Stock | 1,473 | $25.9K | <0.1% | +13+0.9% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 900 | $26.3K | <0.1% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 155 | $26.5K | <0.1% | 00.0% | Unchanged | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $26.7K | <0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 76 | $27.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $28.0K | <0.1% | −50−12.5% | Reduced | – |
| DUKDuke Energy CORP | Stock | 299 | $28.9K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $29.3K | <0.1% | 00.0% | Unchanged | – |
| PEverpure, Inc. | CL A | 575 | $29.9K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 150 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 395 | $31.5K | <0.1% | +2+0.5% | Added | History |
| MAINMain Street Capital CORP | CEF | 700 | $33.1K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 191 | $33.6K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 380 | $34.9K | <0.1% | 00.0% | Unchanged | – |
| XELXcel Energy Inc | Stock | 658 | $35.4K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 76 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 65 | $37.1K | <0.1% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 240 | $37.5K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 110 | $39.4K | <0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 150 | $42.3K | <0.1% | −4−2.6% | Reduced | History |
| BABoeing Co | Stock | 222 | $42.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $42.9K | <0.1% | 00.0% | Unchanged | – |
| ProShares Tr74347B714 | SHORT QQQ NEW | 5,000 | $43.8K | <0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $44.0K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 732 | $44.0K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| PEPPepsiCo Inc | Stock | 258 | $45.2K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 300 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 625 | $45.7K | <0.1% | 00.0% | Unchanged | – |
| TYTRI-CONTINENTAL Corp | COM | 1,500 | $46.2K | <0.1% | −1,115−42.6% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 340 | $46.7K | <0.1% | −150−30.6% | Reduced | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $46.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 90 | $47.3K | <0.1% | −6−6.3% | Reduced | – |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 2,116 | $48.1K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $48.5K | <0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $49.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 600 | $50.5K | <0.1% | −300−33.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $50.5K | <0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 1,490 | $53.4K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $55.1K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 224 | $55.4K | <0.1% | 00.0% | Unchanged | – |
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 |