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 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 633 | $71.9K | <0.1% | +101+19.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 81 | $71.8K | <0.1% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 400 | $70.4K | <0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 371 | $70.0K | <0.1% | +291+363.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $69.5K | <0.1% | −52−11.5% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 248 | $66.6K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $66.4K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 204 | $65.7K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,005 | $65.2K | <0.1% | −3,435−36.4% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 108 | $62.9K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 100 ETF464287101 | ETF | 224 | $62.0K | <0.1% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $60.7K | <0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 2,116 | $60.1K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $59.5K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 708 | $58.8K | <0.1% | 00.0% | Unchanged | – |
| DNPDNP Select Income Fund Inc | COM | 5,794 | $58.2K | <0.1% | +500+9.4% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $56.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,188 | $56.8K | <0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 576 | $55.4K | <0.1% | −70−10.8% | Reduced | History |
| TSLATesla, Inc. | Stock | 206 | $53.9K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 423 | $53.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 600 | $52.9K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 200 | $52.7K | <0.1% | −100−33.3% | Reduced | – |
| AEPAmerican Electric Power Co Inc | Stock | 511 | $52.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 90 | $51.9K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 826 | $50.5K | <0.1% | +372+81.9% | Added | – |
| ELVElevance Health, Inc. | Stock | 97 | $50.4K | <0.1% | +97 | New | History |
| GOOGAlphabet Inc. | Stock | 300 | $50.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $49.1K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 500 | $49.0K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 581 | $48.2K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 100 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $46.7K | <0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 150 | $45.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $44.9K | <0.1% | 00.0% | Unchanged | – |
| DUKDuke Energy CORP | Stock | 382 | $44.0K | <0.1% | +83+27.8% | Added | History |
| PEPPepsiCo Inc | Stock | 258 | $43.9K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 658 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 87 | $43.0K | <0.1% | +37+74.0% | Added | History |
| INTCIntel Corp | Stock | 1,792 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 78 | $41.2K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 110 | $39.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $35.3K | <0.1% | +109+63.4% | Added | – |
| MAINMain Street Capital CORP | CEF | 700 | $35.1K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 200 | $34.1K | <0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 223 | $33.9K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 65 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 385 | $31.8K | <0.1% | +91+31.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 150 | $31.6K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 288 | $30.4K | <0.1% | 00.0% | Unchanged | – |
| GDGeneral Dynamics Corp | Stock | 100 | $30.2K | <0.1% | +100 | New | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 310 | $29.9K | <0.1% | +160+106.7% | Added | – |
| CATCaterpillar Inc | Stock | 76 | $29.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $29.5K | <0.1% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 241 | $29.2K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 44 | $27.2K | <0.1% | +12+37.5% | Added | History |
| HRBH&R Block Inc | COM | 406 | $25.8K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 1,077 | $23.7K | <0.1% | −400−27.1% | Reduced | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $23.6K | <0.1% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 91 | $23.2K | <0.1% | +72+378.9% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 251 | $22.9K | <0.1% | 00.0% | Unchanged | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $22.8K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 102 | $21.2K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 716 | $21.1K | <0.1% | +716 | New | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 808 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 155 | $20.9K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 505 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $19.9K | <0.1% | 00.0% | Unchanged | – |
| TYTRI-CONTINENTAL Corp | COM | 600 | $19.8K | <0.1% | −900−60.0% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $19.3K | <0.1% | 00.0% | Unchanged | – |
| TWTradeweb Markets Inc. | Stock | 152 | $18.8K | <0.1% | +152 | New | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $18.3K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $18.3K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 369 | $18.2K | <0.1% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 105 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $18.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $17.6K | <0.1% | 00.0% | Unchanged | – |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $17.5K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 1,645 | $17.4K | <0.1% | 00.0% | Unchanged | History |
| PWRQuanta Services, Inc. | COM | 58 | $17.3K | <0.1% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 200 | $16.9K | <0.1% | −40−16.7% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 312 | $16.6K | <0.1% | +312 | New | History |
| CVSCVS Health Corp | Stock | 261 | $16.4K | <0.1% | −36−12.1% | Reduced | History |
| Paramount Global92556H206 | CL B | 1,524 | $16.2K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $16.1K | <0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 138 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 500 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $15.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $15.4K | <0.1% | 00.0% | Unchanged | – |
| NADNuveen Quality Municipal Income Fund | COM | 1,233 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 36 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $15.1K | <0.1% | 00.0% | Unchanged | – |
| PEverpure, Inc. | CL A | 300 | $15.1K | <0.1% | 00.0% | Unchanged | History |
| FSLRFirst Solar, Inc. | Stock | 60 | $15.0K | <0.1% | +60 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 142 | $14.4K | <0.1% | 00.0% | Unchanged | – |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 70 | $13.8K | <0.1% | +70 | New | History |
| CSXCSX Corp | Stock | 396 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 80 | $13.6K | <0.1% | 00.0% | Unchanged | 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 |