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 |
|---|---|---|---|---|---|---|---|
| VSHVishay Intertechnology Inc | COM | 15 | $335 | <0.1% | 00.0% | Unchanged | History |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 5 | $328 | <0.1% | 00.0% | Unchanged | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $320 | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $298 | <0.1% | +2+66.7% | Added | – |
| EBSEmergent BioSolutions Inc. | COM | 40 | $273 | <0.1% | 00.0% | Unchanged | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $258 | <0.1% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $206 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $197 | <0.1% | 00.0% | Unchanged | – |
| KSSKOHLS Corp | Stock | 7 | $161 | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 15 | $159 | <0.1% | 00.0% | Unchanged | History |
| NVTnVent Electric plc | SHS | 2 | $153 | <0.1% | 00.0% | Unchanged | History |
| DRIDarden Restaurants Inc | COM | 1 | $151 | <0.1% | +1 | New | History |
| AQMSAqua Metals, Inc. | COM | 455 | $146 | <0.1% | 00.0% | Unchanged | History |
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | Unchanged | – |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 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 |