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.
- Positions
- 315
- +8 vs. Q1 2024
- Portfolio value
- $219.5M
- +$4.79M (+2.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 708 | $55.1K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 1,792 | $55.5K | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 2,116 | $56.2K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $57.0K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 100 ETF464287101 | ETF | 224 | $59.2K | <0.1% | 00.0% | Unchanged | – |
| NEMNEWMONT Corp | Stock | 1,490 | $62.4K | <0.1% | 00.0% | Unchanged | History |
| JOEST JOE Co | COM | 1,154 | $63.1K | <0.1% | +1,154 | New | History |
| AMGNAmgen Inc | Stock | 204 | $63.7K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 646 | $64.1K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $64.6K | <0.1% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 400 | $65.2K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 532 | $65.9K | <0.1% | −30−5.3% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $66.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $66.7K | <0.1% | 00.0% | Unchanged | – |
| ROKRockwell Automation, Inc | Stock | 248 | $68.3K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 81 | $68.8K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 758 | $69.6K | <0.1% | +378+99.5% | Added | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 1,039 | $70.0K | <0.1% | +1,039 | New | – |
| GISGeneral Mills Inc | Stock | 1,117 | $70.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 300 | $74.9K | <0.1% | +300 | New | – |
| SLFSun Life Financial Inc | COM | 1,535 | $75.2K | <0.1% | +2+0.1% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 816 | $76.5K | <0.1% | +16+2.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,331 | $77.9K | <0.1% | +1,226+1,167.6% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 452 | $78.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 667 | $80.7K | <0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $81.1K | <0.1% | 00.0% | Unchanged | – |
| Schwab International Equity ETF808524805 | ETF | 2,138 | $82.1K | <0.1% | −594−21.7% | Reduced | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,035 | $84.5K | <0.1% | −35−3.3% | Reduced | – |
| VZVerizon Communications Inc | Stock | 2,077 | $85.7K | <0.1% | −416−16.7% | Reduced | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 863 | $86.1K | <0.1% | −220−20.3% | Reduced | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $87.0K | <0.1% | 00.0% | Unchanged | – |
| LMTLockheed Martin Corp | Stock | 187 | $87.3K | <0.1% | −30−13.8% | Reduced | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 4,000 | $88.2K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 259 | $89.0K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 1,153 | $89.8K | <0.1% | +45+4.1% | Added | History |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 14,814 | $90.7K | <0.1% | −4,938−25.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 646 | $94.4K | <0.1% | −12−1.8% | Reduced | History |
| CVXChevron Corp | Stock | 618 | $96.7K | <0.1% | −120−16.3% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $96.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $99.6K | <0.1% | +1,225 | New | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 4,402 | $99.7K | <0.1% | +4,402 | New | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 2,185 | $102.4K | <0.1% | −230−9.5% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 1,495 | $102.5K | <0.1% | +1,495 | New | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 4,429 | $102.8K | <0.1% | +4,429 | New | – |
| iShares Inc464286822 | MSCI MEXICO ETF | 1,848 | $104.6K | <0.1% | +258+16.2% | Added | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 9,440 | $107.7K | <0.1% | −25,871−73.3% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,561 | $109.1K | <0.1% | +600+30.6% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $110.5K | 0.1% | +905+690.8% | Added | – |
| PRUPrudential Financial Inc | Stock | 976 | $114.4K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,796 | $115.4K | 0.1% | −1,026−36.4% | Reduced | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,735 | $118.2K | 0.1% | −2,305−57.1% | Reduced | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $120.0K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 458 | $120.2K | 0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 2,013 | $128.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $128.3K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $133.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 3,258 | $137.5K | 0.1% | −87−2.6% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 542 | $145.0K | 0.1% | 00.0% | Unchanged | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $150.6K | 0.1% | 00.0% | Unchanged | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 8,200 | $151.8K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,648 | $152.5K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,077 | $156.7K | 0.1% | −288−21.1% | Reduced | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,840 | $159.4K | 0.1% | −250−12.0% | Reduced | – |
| BMIBadger Meter Inc | COM | 860 | $160.3K | 0.1% | −360−29.5% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $160.4K | 0.1% | +18+4.4% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,588 | $164.9K | 0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 980 | $169.5K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 934 | $171.6K | 0.1% | +1+0.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 915 | $176.8K | 0.1% | +60+7.0% | Added | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,750 | $211.7K | 0.1% | −350−4.3% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,552 | $213.8K | 0.1% | +286+12.6% | Added | – |
| PPLPPL Corp | COM | 8,089 | $223.7K | 0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 1,436 | $249.1K | 0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 2,402 | $264.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Core High Dividend ETF46429B663 | ETF | 2,535 | $275.6K | 0.1% | −119−4.5% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $290.0K | 0.1% | 00.0% | Unchanged | History |
| AEEAmeren Corp | COM | 4,138 | $294.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,865 | $314.0K | 0.1% | −360−5.8% | Reduced | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 10,164 | $324.8K | 0.1% | +694+7.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,707 | $341.9K | 0.2% | −750−13.7% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 691 | $348.4K | 0.2% | +19+2.8% | Added | History |
| iShares Inc464286319 | EM MKTS DIV ETF | 14,322 | $389.3K | 0.2% | +4,282+42.6% | Added | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 12,530 | $393.6K | 0.2% | +5,287+73.0% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,525 | $460.9K | 0.2% | +2,448+3,179.2% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 4,913 | $565.6K | 0.3% | −25−0.5% | Reduced | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,096 | $631.2K | 0.3% | +3,839+19.9% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 13,217 | $720.2K | 0.3% | +1,557+13.4% | Added | – |
| AAPLApple Inc. | Stock | 3,474 | $731.8K | 0.3% | −2−0.1% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 16,409 | $798.8K | 0.4% | +1,668+11.3% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 19,640 | $855.5K | 0.4% | +1,970+11.1% | Added | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 43,232 | $875.4K | 0.4% | +2,209+5.4% | Added | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,328 | $933.2K | 0.4% | −20.0% | Reduced | – |
| MKCMcCormick & Co Inc | Stock | 13,912 | $986.9K | 0.4% | −322−2.3% | Reduced | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 22,538 | $1.05M | 0.5% | −3,777−14.4% | Reduced | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 21,380 | $1.08M | 0.5% | +1,520+7.7% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 4,220 | $1.10M | 0.5% | −200−4.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,689 | $1.20M | 0.5% | −60−2.2% | Reduced | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,616 | $1.42M | 0.6% | −200−4.2% | Reduced | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 33,074 | $1.49M | 0.7% | +8,677+35.6% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,177 | $1.53M | 0.7% | +4,772+11.8% | Added | – |
Sold out since Q1 2024 (21)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ZMZoom Communications, Inc. | Stock | 4,060 | $265.4K | 0.1% | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 945 | $105.5K | <0.1% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 340 | $46.7K | <0.1% | History |
| ProShares Tr74347B714 | SHORT QQQ NEW | 5,000 | $43.8K | <0.1% | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 809 | $29.3K | <0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 400 | $19.7K | <0.1% | – |
| Schwab US Tips ETF808524870 | ETF | 352 | $18.4K | <0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 196 | $15.8K | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 195 | $13.1K | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 227 | $8.08K | <0.1% | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 281 | $7.80K | <0.1% | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 131 | $7.47K | <0.1% | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 221 | $5.58K | <0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 110 | $4.63K | <0.1% | – |
| AXSMAxsome Therapeutics, Inc. | COM | 50 | $3.99K | <0.1% | History |
| AUPHAurinia Pharmaceuticals Inc. | COM | 531 | $2.66K | <0.1% | History |
| MMM3M Co | Stock | 25 | $2.65K | <0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 8 | $2.27K | <0.1% | History |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1.24K | <0.1% | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 21 | $752 | <0.1% | – |
| QSQuantumScape Corp | COM CL A | 75 | $472 | <0.1% | History |