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Livermore
Livermore
ZHEN

Lowe Wealth Advisors, LLC

SEC CIK
0001574010
Latest filing
Oct 16, 2025

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 9, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
315
+8 vs. Q1 2024
Portfolio value
$219.5M
+$4.79M (+2.2%) vs. Q1 2024
Filed
Jul 9, 2024
SEC
Holdings of Lowe Wealth Advisors, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
AQMSAqua Metals, Inc.COM455$146<0.1%00.0%UnchangedHistory
DRIDarden Restaurants IncCOM1$151<0.1%+1NewHistory
NVTnVent Electric plcSHS2$153<0.1%00.0%UnchangedHistory
VTRSViatris IncStock15$159<0.1%00.0%UnchangedHistory
KSSKOHLS CorpStock7$161<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$197<0.1%00.0%Unchanged–
PRTAProthena Corp Public Ltd CoSHS10$206<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM3$258<0.1%00.0%UnchangedHistory
EBSEmergent BioSolutions Inc.COM40$273<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV5$298<0.1%+2+66.7%Added–
JAZZJazz Pharmaceuticals plcSHS USD3$320<0.1%00.0%UnchangedHistory
Schwab Strategic Tr808524789FUNDAMENTAL US B5$328<0.1%00.0%Unchanged–
VSHVishay Intertechnology IncCOM15$335<0.1%00.0%UnchangedHistory
SCORComscore, Inc.COM NEW25$355<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock10$415<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V142WATER RES ETF7$454<0.1%00.0%Unchanged–
WABWestinghouse Air Brake Technologies CorpStock3$474<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF2$484<0.1%00.0%Unchanged–
JCIJohnson Controls International plcStock9$598<0.1%00.0%UnchangedHistory
MEDMedifast IncCOM30$655<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock9$708<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock14$743<0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2$1.00K<0.1%00.0%Unchanged–
Vanguard S&P 500 Growth ETF921932505ETF3$1.00K<0.1%00.0%Unchanged–
BHFBrighthouse Financial, Inc.COM24$1.04K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$1.10K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM30$1.17K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM200$1.34K<0.1%00.0%UnchangedHistory
WHWyndham Hotels & Resorts, Inc.COM20$1.48K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock5$1.49K<0.1%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS10$1.50K<0.1%00.0%UnchangedHistory
Global X FDS37954Y715RBTCS ARTFL INTE50$1.54K<0.1%00.0%Unchanged–
Wheeler Real Estate Investment Trust, Inc.963025309CPR700$1.57K<0.1%00.0%Unchanged–
RCLRoyal Caribbean Cruises LtdCOM10$1.59K<0.1%+10NewHistory
RIVNRivian Automotive, Inc.Stock127$1.70K<0.1%+127NewHistory
Vanguard Ftse Developed Markets ETF921943858ETF43$2.13K<0.1%−38−46.9%Reduced–
iShares Russell 1000 Growth ETF464287614ETF6$2.19K<0.1%00.0%Unchanged–
RUMRUM Group Inc.Stock400$2.22K<0.1%00.0%UnchangedHistory
iShares Tr46436E833IBONDS 28 TRM TS102$2.23K<0.1%+102New–
iShares Tr46436E841IBONDS 27 TRM TS101$2.23K<0.1%+101New–
iShares Tr46436E874IBONDS 24 TRM TS94$2.25K<0.1%+94New–
SNAPSnap IncStock150$2.49K<0.1%00.0%UnchangedHistory
iShares Tr464288885EAFE GRWTH ETF27$2.76K<0.1%+27New–
ENVXEnovix CorpCOM180$2.78K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR40$2.88K<0.1%−39−49.4%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM180$2.92K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock20$2.96K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock19$3.26K<0.1%+19NewHistory
GEHCGE HealthCare Technologies Inc.Stock43$3.35K<0.1%00.0%UnchangedHistory
STWDStarwood Property Trust, Inc.COM180$3.41K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock25$3.42K<0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH25$3.43K<0.1%00.0%Unchanged–
LUVSouthwest Airlines CoCOM120$3.43K<0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$3.52K<0.1%00.0%Unchanged–
NCLHNorwegian Cruise Line Holdings Ltd.SHS193$3.63K<0.1%+193NewHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF20$3.65K<0.1%00.0%Unchanged–
UAAUnder Armour, Inc.Stock566$3.77K<0.1%00.0%UnchangedHistory
ARCCAres Capital CorpCEF200$4.17K<0.1%+200NewHistory
UAUnder Armour, Inc.CL C639$4.17K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF75$4.23K<0.1%+75New–
MARMarriott International IncStock18$4.35K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock18$4.63K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock175$4.90K<0.1%−54−23.6%ReducedHistory
TAPMolson Coors Beverage CoCL B100$5.08K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock100$5.68K<0.1%−100−50.0%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF85$5.74K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT35$5.75K<0.1%+5+16.7%Added–
Schwab US Dividend Equity ETF808524797ETF75$5.83K<0.1%00.0%Unchanged–
PNRPENTAIR plcSHS77$5.90K<0.1%00.0%UnchangedHistory
iShares MSCI Eafe ETF464287465ETF77$6.03K<0.1%+33+75.0%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$6.42K<0.1%00.0%Unchanged–
GLDSPDR Gold TrustETF30$6.45K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM204$6.84K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock70$6.88K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H748CLO ETF131$6.93K<0.1%00.0%Unchanged–
BDXBecton Dickinson & CoStock30$7.01K<0.1%00.0%UnchangedHistory
ALGNAlign Technology IncCOM30$7.24K<0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF180$7.40K<0.1%00.0%Unchanged–
ENPHEnphase Energy, Inc.Stock75$7.48K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock35$7.76K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$7.80K<0.1%00.0%UnchangedHistory
BAHBooz Allen Hamilton Holding CorpCL A51$7.85K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock5$8.03K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock60$8.29K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE200$8.42K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF45$9.13K<0.1%−4−8.2%Reduced–
CMCSAComcast CorpStock234$9.16K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF83$9.25K<0.1%00.0%Unchanged–
PAYXPaychex IncStock80$9.48K<0.1%00.0%UnchangedHistory
PAASPan American Silver CorpStock479$9.52K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$9.55K<0.1%00.0%Unchanged–
CLColgate Palmolive CoStock100$9.70K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM50$9.83K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$9.88K<0.1%00.0%UnchangedHistory
SBRSabine Royalty TrustUNIT BEN INT160$10.3K<0.1%+160NewHistory
MYDBlackRock Muniyield Fund, Inc.COM1,005$10.9K<0.1%00.0%UnchangedHistory
FEFirstenergy CorpCOM285$10.9K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF75$10.9K<0.1%00.0%Unchanged–

Sold out since Q1 2024 (21)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
ZMZoom Communications, Inc.Stock4,060$265.4K0.1%History
State Street SPDR S&P Homebuilders ETF78464A888ETF945$105.5K<0.1%–
ICEIntercontinental Exchange, Inc.Stock340$46.7K<0.1%History
ProShares Tr74347B714SHORT QQQ NEW5,000$43.8K<0.1%–
Global X FDS37954Y780INTERNET OF THNG809$29.3K<0.1%–
Schwab U.S. Small-Cap ETF808524607ETF400$19.7K<0.1%–
Schwab US Tips ETF808524870ETF352$18.4K<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF196$15.8K<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF195$13.1K<0.1%–
Schwab Fundamental International Equity ETF808524755ETF227$8.08K<0.1%–
Schwab Fundamental Emerging Markets Equity ETF808524730ETF281$7.80K<0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF131$7.47K<0.1%–
Schwab Emerging Markets Equity ETF808524706ETF221$5.58K<0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF110$4.63K<0.1%–
AXSMAxsome Therapeutics, Inc.COM50$3.99K<0.1%History
AUPHAurinia Pharmaceuticals Inc.COM531$2.66K<0.1%History
MMM3M CoStock25$2.65K<0.1%History
PANWPalo Alto Networks IncStock8$2.27K<0.1%History
Schwab Fundamental International Small Equity ETF808524748ETF35$1.24K<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF21$752<0.1%–
QSQuantumScape CorpCOM CL A75$472<0.1%History