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 |
|---|---|---|---|---|---|---|---|
| ROKRockwell Automation, Inc | Stock | 248 | $68.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $66.7K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $66.1K | <0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 532 | $65.9K | <0.1% | −30−5.3% | Reduced | History |
| GRMNGarmin Ltd | SHS | 400 | $65.2K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $64.6K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 646 | $64.1K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 204 | $63.7K | <0.1% | 00.0% | Unchanged | History |
| JOEST JOE Co | COM | 1,154 | $63.1K | <0.1% | +1,154 | New | History |
| NEMNEWMONT Corp | Stock | 1,490 | $62.4K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 224 | $59.2K | <0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $57.0K | <0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 2,116 | $56.2K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 1,792 | $55.5K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 708 | $55.1K | <0.1% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 300 | $55.0K | <0.1% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 108 | $54.7K | <0.1% | −4−3.6% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,188 | $52.0K | <0.1% | +1,175+9,038.5% | Added | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $51.6K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 732 | $49.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 90 | $49.3K | <0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 120 | $48.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 600 | $48.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 544 | $48.1K | <0.1% | +544 | New | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $47.9K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $47.5K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 900 | $47.2K | <0.1% | +900 | New | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 581 | $46.6K | <0.1% | −44−7.0% | Reduced | – |
| TYTRI-CONTINENTAL Corp | COM | 1,500 | $46.5K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $46.3K | <0.1% | 00.0% | Unchanged | – |
| GLNGGolar LNG Ltd | SHS | 1,441 | $45.2K | <0.1% | +1,441 | New | History |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $44.8K | <0.1% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $44.6K | <0.1% | +3,995 | New | History |
| DNPDNP Select Income Fund Inc | COM | 5,294 | $43.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $42.7K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 100 | $42.7K | <0.1% | −67−40.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 258 | $42.6K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $41.8K | <0.1% | +712 | New | – |
| TSLATesla, Inc. | Stock | 206 | $40.8K | <0.1% | +15+7.9% | Added | History |
| BABoeing Co | Stock | 223 | $40.6K | <0.1% | +1+0.5% | Added | History |
| SNPSSynopsys Inc | COM | 65 | $38.7K | <0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 150 | $38.2K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 110 | $37.4K | <0.1% | 00.0% | Unchanged | History |
| MAINMain Street Capital CORP | CEF | 700 | $35.3K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 658 | $35.1K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 78 | $34.0K | <0.1% | +2+2.6% | Added | History |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 621 | $33.9K | <0.1% | +621 | New | – |
| DGDollar General Corp | COM | 240 | $31.7K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 150 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 299 | $30.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 288 | $28.5K | <0.1% | +288 | New | – |
| ORCLOracle Corp | Stock | 200 | $28.2K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 1,477 | $28.2K | <0.1% | +4+0.3% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $27.6K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 454 | $26.6K | <0.1% | +454 | New | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 116 | $26.2K | <0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 76 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 200 | $24.7K | <0.1% | +200 | New | History |
| VLOValero Energy Corp | Stock | 155 | $24.3K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 241 | $24.2K | <0.1% | −387−61.6% | Reduced | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 50 | $22.1K | <0.1% | 00.0% | Unchanged | History |
| HRBH&R Block Inc | COM | 406 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 102 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $21.0K | <0.1% | 00.0% | Unchanged | – |
| METMetlife Inc | Stock | 294 | $20.6K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 1,645 | $20.6K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 251 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 172 | $20.4K | <0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 505 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 175 | $19.7K | <0.1% | −337−65.8% | Reduced | – |
| PEverpure, Inc. | CL A | 300 | $19.3K | <0.1% | −275−47.8% | Reduced | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 500 | $18.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $17.9K | <0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 32 | $17.7K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 297 | $17.5K | <0.1% | −98−24.8% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $17.4K | <0.1% | −300−33.3% | Reduced | History |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $17.3K | <0.1% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 105 | $17.3K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $17.3K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $17.1K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $16.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $16.6K | <0.1% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 80 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 1,524 | $15.8K | <0.1% | 00.0% | Unchanged | – |
| DELLDell Technologies Inc. | Stock | 114 | $15.7K | <0.1% | −71−38.4% | Reduced | History |
| MRNAModerna, Inc. | Stock | 130 | $15.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $15.1K | <0.1% | −165−37.9% | Reduced | – |
| PWRQuanta Services, Inc. | COM | 58 | $14.7K | <0.1% | −21−26.6% | Reduced | History |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $14.5K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 138 | $14.3K | <0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $14.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $14.0K | <0.1% | 00.0% | Unchanged | – |
| CHDNChurchill Downs Inc | COM | 100 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $13.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $13.8K | <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.
| 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 |