Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 2, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 318
- +3 vs. Q2 2024
- Portfolio value
- $232.1M
- +$12.6M (+5.7%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,188 | $56.8K | <0.1% | 00.0% | Unchanged | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $56.9K | <0.1% | 00.0% | Unchanged | History |
| DNPDNP Select Income Fund Inc | COM | 5,794 | $58.2K | <0.1% | +500+9.4% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 708 | $58.8K | <0.1% | 00.0% | Unchanged | – |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $59.5K | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 2,116 | $60.1K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $60.7K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 100 ETF464287101 | ETF | 224 | $62.0K | <0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 108 | $62.9K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,005 | $65.2K | <0.1% | −3,435−36.4% | Reduced | – |
| AMGNAmgen Inc | Stock | 204 | $65.7K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $66.4K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 248 | $66.6K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $69.5K | <0.1% | −52−11.5% | Reduced | History |
| GEGeneral Electric Co | Stock | 371 | $70.0K | <0.1% | +291+363.8% | Added | History |
| GRMNGarmin Ltd | SHS | 400 | $70.4K | <0.1% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 81 | $71.8K | <0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 633 | $71.9K | <0.1% | +101+19.0% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 412 | $71.9K | <0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 897 | $72.4K | <0.1% | +165+22.5% | Added | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,410 | $72.9K | <0.1% | 00.0% | Unchanged | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $73.5K | <0.1% | −1,000−25.0% | Reduced | History |
| iShares Inc464286822 | MSCI MEXICO ETF | 1,399 | $75.1K | <0.1% | −449−24.3% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 831 | $76.3K | <0.1% | +73+9.6% | Added | – |
| NEMNEWMONT Corp | Stock | 1,490 | $79.6K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 1,117 | $82.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,331 | $82.9K | <0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 182 | $83.8K | <0.1% | +62+51.7% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,018 | $84.6K | <0.1% | −17−1.6% | Reduced | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $87.2K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 1,785 | $87.7K | <0.1% | −400−18.3% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 2,138 | $87.9K | <0.1% | 00.0% | Unchanged | – |
| SLFSun Life Financial Inc | COM | 1,538 | $89.2K | <0.1% | +3+0.2% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 816 | $89.3K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,110 | $89.7K | <0.1% | −625−36.0% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 667 | $90.1K | <0.1% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 618 | $91.0K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 2,051 | $92.1K | <0.1% | −26−1.3% | Reduced | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $93.7K | <0.1% | 00.0% | Unchanged | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 14,814 | $95.0K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 863 | $96.1K | <0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 611 | $98.9K | <0.1% | −35−5.4% | Reduced | History |
| HDHome Depot, Inc. | Stock | 259 | $104.8K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $105.6K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 182 | $106.4K | <0.1% | −5−2.7% | Reduced | History |
| SBUXStarbucks Corp | Stock | 1,108 | $108.0K | <0.1% | −45−3.9% | Reduced | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $108.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,561 | $117.4K | 0.1% | 00.0% | Unchanged | – |
| PRUPrudential Financial Inc | Stock | 976 | $118.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $121.2K | 0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,796 | $121.9K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $126.2K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 466 | $128.1K | 0.1% | +8+1.7% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $135.6K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $138.6K | 0.1% | −200−12.1% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 3,198 | $138.8K | 0.1% | −60−1.8% | Reduced | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,077 | $141.6K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 2,013 | $144.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $144.8K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $151.0K | 0.1% | −200−12.6% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 542 | $153.5K | 0.1% | 00.0% | Unchanged | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 8,450 | $162.7K | 0.1% | +250+3.0% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $164.7K | 0.1% | 00.0% | Unchanged | – |
| BMIBadger Meter Inc | COM | 780 | $170.4K | 0.1% | −80−9.3% | Reduced | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,369 | $173.9K | 0.1% | +874+58.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 940 | $175.2K | 0.1% | +25+2.7% | Added | History |
| HSYHershey Co | COM | 934 | $179.2K | 0.1% | 00.0% | Unchanged | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,875 | $181.8K | 0.1% | +35+1.9% | Added | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $182.3K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 980 | $216.7K | 0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $231.5K | 0.1% | −15−1.0% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,452 | $238.9K | 0.1% | −100−3.9% | Reduced | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 7,750 | $254.3K | 0.1% | 00.0% | Unchanged | History |
| PPLPPL Corp | COM | 7,890 | $261.0K | 0.1% | −199−2.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 2,402 | $282.3K | 0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 4,762 | $293.8K | 0.1% | +4,141+666.8% | Added | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $295.2K | 0.1% | −25−1.0% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,830 | $334.7K | 0.1% | −35−0.6% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $336.2K | 0.1% | 00.0% | Unchanged | History |
| AEEAmeren Corp | COM | 4,138 | $361.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,657 | $363.5K | 0.2% | −50−1.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 692 | $396.1K | 0.2% | +1+0.1% | Added | History |
| iShares Inc464286319 | EM MKTS DIV ETF | 15,100 | $433.4K | 0.2% | +778+5.4% | Added | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 13,374 | $468.5K | 0.2% | +3,210+31.6% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,525 | $500.1K | 0.2% | 00.0% | Unchanged | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 15,945 | $530.2K | 0.2% | +3,415+27.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 4,913 | $575.9K | 0.2% | 00.0% | Unchanged | History |
| VanEck Semiconductor ETF92189F676 | ETF | 2,514 | $617.1K | 0.3% | −1,706−40.4% | Reduced | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,279 | $686.5K | 0.3% | +183+0.8% | Added | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 9,650 | $719.8K | 0.3% | +8,611+828.8% | Added | – |
| AAPLApple Inc. | Stock | 3,643 | $848.9K | 0.4% | +169+4.9% | Added | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 16,834 | $877.6K | 0.4% | +425+2.6% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 15,298 | $884.7K | 0.4% | +2,081+15.7% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 20,541 | $955.6K | 0.4% | +901+4.6% | Added | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 20,137 | $1.02M | 0.4% | +809+4.2% | Added | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 49,204 | $1.08M | 0.5% | +5,972+13.8% | Added | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,412 | $1.11M | 0.5% | +874+3.9% | Added | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 22,153 | $1.13M | 0.5% | +773+3.6% | Added | – |
| MKCMcCormick & Co Inc | Stock | 13,914 | $1.15M | 0.5% | +20.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,747 | $1.18M | 0.5% | +58+2.2% | Added | History |
Sold out since Q2 2024 (10)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| JOEST JOE Co | COM | 1,154 | $63.1K | <0.1% | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 544 | $48.1K | <0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 900 | $47.2K | <0.1% | – |
| GLNGGolar LNG Ltd | SHS | 1,441 | $45.2K | <0.1% | History |
| NVDANVIDIA Corp | Stock | 200 | $24.7K | <0.1% | History |
| XYZBlock, Inc. | CL A | 200 | $12.9K | <0.1% | History |
| iShares Semiconductor ETF464287523 | ETF | 50 | $12.3K | <0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 200 | $8.42K | <0.1% | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 75 | $4.23K | <0.1% | – |
| SCORComscore, Inc. | COM NEW | 25 | $355 | <0.1% | History |