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 |
|---|---|---|---|---|---|---|---|
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 100 | $13.5K | <0.1% | 00.0% | Unchanged | – |
| CHDNChurchill Downs Inc | COM | 100 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 114 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 140 | $13.1K | <0.1% | +97+225.6% | Added | History |
| EXCExelon Corp | Stock | 324 | $13.1K | <0.1% | −21−6.1% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 285 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| SRCLStericycle Inc | COM | 200 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 17 | $12.1K | <0.1% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 50 | $11.6K | <0.1% | +50 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $11.6K | <0.1% | 00.0% | Unchanged | – |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 50 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 80 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $10.6K | <0.1% | −75−42.9% | Reduced | – |
| COPConocoPhillips | Stock | 100 | $10.5K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $10.4K | <0.1% | −70−60.3% | Reduced | – |
| CLColgate Palmolive Co | Stock | 100 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 200 | $10.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $10.3K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $10.2K | <0.1% | 00.0% | Unchanged | – |
| DVNDevon Energy Corp | Stock | 258 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| PAASPan American Silver Corp | Stock | 479 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $9.88K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 234 | $9.77K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 35 | $9.53K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 130 | $8.69K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 50 | $8.63K | <0.1% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| KMBKimberly Clark Corp | Stock | 60 | $8.54K | <0.1% | 00.0% | Unchanged | History |
| ENPHEnphase Energy, Inc. | Stock | 75 | $8.48K | <0.1% | 00.0% | Unchanged | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $8.30K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $8.16K | <0.1% | 00.0% | Unchanged | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7.79K | <0.1% | 00.0% | Unchanged | History |
| CAHCardinal Health Inc | Stock | 70 | $7.74K | <0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 30 | $7.63K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 77 | $7.53K | <0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 30 | $7.29K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 30 | $7.23K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6.97K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H748 | CLO ETF | 131 | $6.95K | <0.1% | 00.0% | Unchanged | – |
| ENBEnbridge Inc | Stock | 164 | $6.66K | <0.1% | +164 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6.44K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 75 | $6.34K | <0.1% | 00.0% | Unchanged | – |
| ARCCAres Capital Corp | CEF | 300 | $6.28K | <0.1% | +100+50.0% | Added | History |
| RRCRange Resources Corp | COM | 204 | $6.28K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6.27K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 85 | $6.17K | <0.1% | 00.0% | Unchanged | – |
| NTNXNutanix, Inc. | Stock | 100 | $5.92K | <0.1% | 00.0% | Unchanged | History |
| TAPMolson Coors Beverage Co | CL B | 100 | $5.75K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 25 | $5.52K | <0.1% | −20−44.4% | Reduced | – |
| UAUnder Armour, Inc. | CL C | 639 | $5.34K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 227 | $5.32K | <0.1% | −4,202−94.9% | Reduced | – |
| PFEPfizer Inc | Stock | 175 | $5.07K | <0.1% | 00.0% | Unchanged | History |
| UAAUnder Armour, Inc. | Stock | 566 | $5.04K | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 18 | $4.93K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 18 | $4.47K | <0.1% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4.41K | <0.1% | +39 | New | – |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $4.25K | <0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $4.01K | <0.1% | 00.0% | Unchanged | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3.96K | <0.1% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $3.69K | <0.1% | +78 | New | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3.68K | <0.1% | 00.0% | Unchanged | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3.67K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3.64K | <0.1% | 00.0% | Unchanged | – |
| LUVSouthwest Airlines Co | COM | 120 | $3.56K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 25 | $3.41K | <0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 20 | $3.12K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2.91K | <0.1% | 00.0% | Unchanged | – |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2.77K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10 | $2.64K | <0.1% | +8+400.0% | Added | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2.30K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2.29K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 99 | $2.28K | <0.1% | −4,303−97.8% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 43 | $2.27K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2.26K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2.25K | <0.1% | 00.0% | Unchanged | – |
| RUMRUM Group Inc. | Stock | 400 | $2.14K | <0.1% | 00.0% | Unchanged | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1.77K | <0.1% | 00.0% | Unchanged | History |
| ENVXEnovix Corp | COM | 180 | $1.68K | <0.1% | 00.0% | Unchanged | History |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $1.68K | <0.1% | 00.0% | Unchanged | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1.61K | <0.1% | 00.0% | Unchanged | – |
| SNAPSnap Inc | Stock | 150 | $1.60K | <0.1% | 00.0% | Unchanged | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1.56K | <0.1% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | REG SHS | 10 | $1.51K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1.43K | <0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 5 | $1.36K | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 200 | $1.36K | <0.1% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 30 | $1.28K | <0.1% | 00.0% | Unchanged | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1.22K | <0.1% | 00.0% | Unchanged | History |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1.08K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1.05K | <0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3 | $1.04K | <0.1% | 00.0% | Unchanged | – |
| MDTMedtronic plc | Stock | 9 | $810 | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 14 | $765 | <0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 9 | $698 | <0.1% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 30 | $574 | <0.1% | 00.0% | Unchanged | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $545 | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 10 | $517 | <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 |