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 |
|---|---|---|---|---|---|---|---|
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 150 | $13.2K | <0.1% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 396 | $13.2K | <0.1% | 00.0% | Unchanged | History |
| XYZBlock, Inc. | CL A | 200 | $12.9K | <0.1% | −85−29.8% | Reduced | History |
| GEGeneral Electric Co | Stock | 80 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Semiconductor ETF464287523 | ETF | 50 | $12.3K | <0.1% | +50 | New | – |
| DVNDevon Energy Corp | Stock | 258 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 100 | $12.2K | <0.1% | −100−50.0% | Reduced | – |
| EXCExelon Corp | Stock | 345 | $11.9K | <0.1% | −334−49.2% | Reduced | History |
| SRCLStericycle Inc | COM | 200 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 17 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 100 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $11.3K | <0.1% | 00.0% | Unchanged | History |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $11.2K | <0.1% | +60+53.6% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $10.9K | <0.1% | 00.0% | Unchanged | – |
| FEFirstenergy Corp | COM | 285 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $10.3K | <0.1% | +160 | New | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $9.88K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 50 | $9.83K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 100 | $9.70K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9.55K | <0.1% | 00.0% | Unchanged | – |
| PAASPan American Silver Corp | Stock | 479 | $9.52K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 80 | $9.48K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $9.25K | <0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 234 | $9.16K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 45 | $9.13K | <0.1% | −4−8.2% | Reduced | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $8.42K | <0.1% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 60 | $8.29K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 5 | $8.03K | <0.1% | 00.0% | Unchanged | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $7.85K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7.80K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 35 | $7.76K | <0.1% | 00.0% | Unchanged | History |
| ENPHEnphase Energy, Inc. | Stock | 75 | $7.48K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $7.40K | <0.1% | 00.0% | Unchanged | – |
| ALGNAlign Technology Inc | COM | 30 | $7.24K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 30 | $7.01K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H748 | CLO ETF | 131 | $6.93K | <0.1% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 70 | $6.88K | <0.1% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 204 | $6.84K | <0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 30 | $6.45K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6.42K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6.03K | <0.1% | +33+75.0% | Added | – |
| PNRPENTAIR plc | SHS | 77 | $5.90K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $5.83K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $5.75K | <0.1% | +5+16.7% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $5.74K | <0.1% | 00.0% | Unchanged | – |
| NTNXNutanix, Inc. | Stock | 100 | $5.68K | <0.1% | −100−50.0% | Reduced | History |
| TAPMolson Coors Beverage Co | CL B | 100 | $5.08K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 175 | $4.90K | <0.1% | −54−23.6% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 18 | $4.63K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 18 | $4.35K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 75 | $4.23K | <0.1% | +75 | New | – |
| UAUnder Armour, Inc. | CL C | 639 | $4.17K | <0.1% | 00.0% | Unchanged | History |
| ARCCAres Capital Corp | CEF | 200 | $4.17K | <0.1% | +200 | New | History |
| UAAUnder Armour, Inc. | Stock | 566 | $3.77K | <0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3.65K | <0.1% | 00.0% | Unchanged | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3.63K | <0.1% | +193 | New | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3.52K | <0.1% | 00.0% | Unchanged | – |
| LUVSouthwest Airlines Co | COM | 120 | $3.43K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3.43K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $3.42K | <0.1% | 00.0% | Unchanged | History |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3.41K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3.35K | <0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 19 | $3.26K | <0.1% | +19 | New | History |
| TGTTarget Corp | Stock | 20 | $2.96K | <0.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2.92K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $2.88K | <0.1% | −39−49.4% | Reduced | History |
| ENVXEnovix Corp | COM | 180 | $2.78K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2.76K | <0.1% | +27 | New | – |
| SNAPSnap Inc | Stock | 150 | $2.49K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2.25K | <0.1% | +94 | New | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2.23K | <0.1% | +101 | New | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2.23K | <0.1% | +102 | New | – |
| RUMRUM Group Inc. | Stock | 400 | $2.22K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2.19K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43 | $2.13K | <0.1% | −38−46.9% | Reduced | – |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1.70K | <0.1% | +127 | New | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1.59K | <0.1% | +10 | New | History |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $1.57K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1.54K | <0.1% | 00.0% | Unchanged | – |
| TELTE Connectivity plc | REG SHS | 10 | $1.50K | <0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 5 | $1.49K | <0.1% | 00.0% | Unchanged | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1.48K | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 200 | $1.34K | <0.1% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 30 | $1.17K | <0.1% | 00.0% | Unchanged | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1.10K | <0.1% | 00.0% | Unchanged | History |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1.04K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1.00K | <0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $1.00K | <0.1% | 00.0% | Unchanged | – |
| DOWDow Inc. | Stock | 14 | $743 | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 9 | $708 | <0.1% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 30 | $655 | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 9 | $598 | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2 | $484 | <0.1% | 00.0% | Unchanged | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $474 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $454 | <0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 10 | $415 | <0.1% | 00.0% | Unchanged | History |
| SCORComscore, Inc. | COM NEW | 25 | $355 | <0.1% | 00.0% | Unchanged | History |
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 |