Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 360
- +42 vs. Q3 2024
- Portfolio value
- $234.7M
- +$2.53M (+1.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 130,088 | $76.2M | 32.5% | −1,921−1.5% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,551 | $23.8M | 10.1% | −655−1.4% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 226,763 | $20.1M | 8.6% | −5,158−2.2% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,242 | $11.9M | 5.1% | −3,080−2.0% | Reduced | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 370,031 | $10.7M | 4.6% | +52,251+16.4% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 199,344 | $10.0M | 4.3% | +500.0% | Added | – |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 230,990 | $8.80M | 3.7% | +426+0.2% | Added | – |
| IAUiShares Gold Trust | ETF | 168,404 | $8.34M | 3.6% | +328+0.2% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 82,422 | $8.27M | 3.5% | −3,220−3.8% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 109,975 | $6.33M | 2.7% | +8,798+8.7% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 34,215 | $4.90M | 2.1% | −767−2.2% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,437 | $3.37M | 1.4% | +596+2.3% | Added | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,979 | $2.79M | 1.2% | +4,306+18.2% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,300 | $2.45M | 1.0% | +119+2.8% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,468 | $2.01M | 0.9% | +592+2.6% | Added | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 28,794 | $1.96M | 0.8% | +19,144+198.4% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,743 | $1.55M | 0.7% | −2,868−5.9% | Reduced | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 36,242 | $1.38M | 0.6% | +1,910+5.6% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,780 | $1.26M | 0.5% | −509−11.9% | Reduced | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 23,675 | $1.19M | 0.5% | +1,522+6.9% | Added | – |
| MKCMcCormick & Co Inc | Stock | 13,916 | $1.06M | 0.5% | +20.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,474 | $1.04M | 0.4% | −273−9.9% | Reduced | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 22,212 | $1.04M | 0.4% | −1,200−5.1% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 50,032 | $1.02M | 0.4% | +828+1.7% | Added | – |
| AAPLApple Inc. | Stock | 3,767 | $943.2K | 0.4% | +124+3.4% | Added | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 16,461 | $929.7K | 0.4% | +1,163+7.6% | Added | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,977 | $904.4K | 0.4% | −160−0.8% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 17,559 | $840.9K | 0.4% | +725+4.3% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,857 | $697.9K | 0.3% | −4,684−22.8% | Reduced | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 18,423 | $635.0K | 0.3% | +5,049+37.8% | Added | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 16,573 | $551.4K | 0.2% | +628+3.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 4,972 | $534.8K | 0.2% | +59+1.2% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,540 | $497.4K | 0.2% | +15+0.6% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,949 | $472.0K | 0.2% | −565−22.5% | Reduced | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 17,201 | $444.3K | 0.2% | +2,101+13.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 702 | $411.0K | 0.2% | +10+1.4% | Added | History |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 6,255 | $370.1K | 0.2% | +1,493+31.4% | Added | – |
| AEEAmeren Corp | COM | 4,138 | $368.9K | 0.2% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $355.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,317 | $303.4K | 0.1% | −340−7.3% | Reduced | – |
| TJXTJX Companies Inc | Stock | 2,402 | $290.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,233 | $288.0K | 0.1% | +781+31.9% | Added | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $281.8K | 0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H748 | CLO ETF | 4,832 | $255.0K | 0.1% | +4,701+3,588.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,153 | $253.0K | 0.1% | +213+22.7% | Added | History |
| PPLPPL Corp | COM | 7,716 | $250.5K | 0.1% | −174−2.2% | Reduced | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,652 | $242.5K | 0.1% | +1,821+219.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,530 | $236.6K | 0.1% | −1,300−22.3% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 12,553 | $232.2K | 0.1% | +8,277+193.6% | AddedConverted for a 2-for-1 split | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,484 | $230.3K | 0.1% | +609+32.5% | Added | – |
| IBMInternational Business Machines Corp | Stock | 980 | $215.4K | 0.1% | 00.0% | Unchanged | History |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,550 | $207.6K | 0.1% | −1,200−15.5% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 702 | $203.4K | 0.1% | +160+29.5% | Added | – |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $198.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,856 | $193.9K | 0.1% | +487+20.6% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 314 | $184.8K | 0.1% | +224+248.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 405 | $183.6K | 0.1% | +223+122.5% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $176.1K | 0.1% | 00.0% | Unchanged | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $172.7K | 0.1% | 00.0% | Unchanged | History |
| BMIBadger Meter Inc | COM | 780 | $165.5K | 0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 935 | $158.4K | 0.1% | +1+0.1% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $153.0K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,117 | $147.9K | 0.1% | +40+3.7% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $147.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,634 | $144.4K | 0.1% | +1,034+172.3% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $138.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $133.6K | 0.1% | +377+91.5% | Added | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,175 | $132.9K | 0.1% | 00.0% | Unchanged | – |
| PRUPrudential Financial Inc | Stock | 1,103 | $130.7K | 0.1% | +127+13.0% | Added | History |
| VVisa Inc. | Stock | 406 | $128.3K | 0.1% | −60−12.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $127.4K | 0.1% | +1,704+143.4% | Added | – |
| TSLATesla, Inc. | Stock | 315 | $127.2K | 0.1% | +109+52.9% | Added | History |
| KOCoca Cola Co | Stock | 2,013 | $125.3K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,388 | $124.9K | 0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $119.4K | 0.1% | 00.0% | Unchanged | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,700 | $118.9K | 0.1% | −1,750−20.7% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $117.0K | <0.1% | −453−14.2% | Reduced | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $116.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,663 | $111.3K | <0.1% | +102+4.0% | Added | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $111.0K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 4,870 | $110.9K | <0.1% | +3,793+352.2% | Added | History |
| HDHome Depot, Inc. | Stock | 276 | $107.2K | <0.1% | +17+6.6% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,101 | $106.7K | <0.1% | +959+675.4% | Added | – |
| SBUXStarbucks Corp | Stock | 1,140 | $104.0K | <0.1% | +32+2.9% | Added | History |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $103.6K | <0.1% | −16−2.0% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 456 | $100.6K | <0.1% | +431+1,724.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,124 | $98.8K | <0.1% | +543+93.5% | Added | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,225 | $98.0K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 1,501 | $93.1K | <0.1% | +675+81.7% | Added | – |
| CVXChevron Corp | Stock | 638 | $92.4K | <0.1% | +20+3.2% | Added | History |
| WMTWalmart Inc. | Stock | 1,018 | $92.0K | <0.1% | +121+13.5% | Added | History |
| SLFSun Life Financial Inc | COM | 1,540 | $91.4K | <0.1% | +2+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 613 | $88.6K | <0.1% | +2+0.3% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 667 | $87.6K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $85.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $84.8K | <0.1% | +30+2.3% | Added | – |
| GRMNGarmin Ltd | SHS | 400 | $82.5K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 2,051 | $82.0K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 167 | $81.2K | <0.1% | −15−8.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 88 | $80.6K | <0.1% | +7+8.6% | Added | History |
Sold out since Q3 2024 (19)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares Inc464286400 | MSCI BRAZIL ETF | 23,279 | $686.5K | 0.3% | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 6,005 | $65.2K | <0.1% | – |
| ELVElevance Health, Inc. | Stock | 97 | $50.4K | <0.1% | History |
| VALEVale S.A. | SPONSORED ADS | 3,995 | $46.7K | <0.1% | History |
| GDGeneral Dynamics Corp | Stock | 100 | $30.2K | <0.1% | History |
| TWTradeweb Markets Inc. | Stock | 152 | $18.8K | <0.1% | History |
| DGDollar General Corp | COM | 200 | $16.9K | <0.1% | History |
| FSLRFirst Solar, Inc. | Stock | 60 | $15.0K | <0.1% | History |
| AEMAgnico Eagle Mines Ltd | Stock | 172 | $13.9K | <0.1% | History |
| SRCLStericycle Inc | COM | 200 | $12.2K | <0.1% | History |
| PAASPan American Silver Corp | Stock | 479 | $10.0K | <0.1% | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 193 | $3.96K | <0.1% | History |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 102 | $2.30K | <0.1% | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 101 | $2.29K | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 99 | $2.28K | <0.1% | – |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 94 | $2.26K | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 10 | $1.77K | <0.1% | History |
| MEDMedifast Inc | COM | 30 | $574 | <0.1% | History |
| DRIDarden Restaurants Inc | COM | 1 | $164 | <0.1% | History |