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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,289 | $1.40M | 0.6% | −327−7.1% | Reduced | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 34,332 | $1.62M | 0.7% | +1,258+3.8% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 48,611 | $1.94M | 0.8% | +3,434+7.6% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,876 | $2.01M | 0.9% | −506−2.2% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,181 | $2.38M | 1.0% | +362+9.5% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 23,673 | $2.53M | 1.1% | +465+2.0% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 25,841 | $3.31M | 1.4% | +1,301+5.3% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 34,982 | $4.88M | 2.1% | −599−1.7% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 101,177 | $6.02M | 2.6% | +3,600+3.7% | Added | – |
| IAUiShares Gold Trust | ETF | 168,076 | $8.35M | 3.6% | +1,110+0.7% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 85,642 | $8.62M | 3.7% | −1,365−1.6% | Reduced | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 230,564 | $8.67M | 3.7% | +7,740+3.5% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 317,780 | $9.35M | 4.0% | +24,723+8.4% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 199,294 | $10.1M | 4.4% | −3,731−1.8% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 155,322 | $12.3M | 5.3% | +5,874+3.9% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 231,921 | $21.2M | 9.1% | +198+0.1% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 47,206 | $23.0M | 9.9% | −2,380−4.8% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 132,009 | $75.7M | 32.6% | −1,415−1.1% | Reduced | 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 |