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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
360
+42 vs. Q3 2024
Portfolio value
$234.7M
+$2.53M (+1.1%) vs. Q3 2024
Filed
Jan 10, 2025
SEC
Holdings of Lowe Wealth Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
AQMSAqua Metals, Inc.COMM STK22$55<0.1%−1−3.3%ReducedConverted for a 1-for-20 splitHistory
KSSKOHLS CorpStock7$98<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS2$136<0.1%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS10$139<0.1%00.0%UnchangedHistory
VTRSViatris IncStock15$187<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$202<0.1%00.0%Unchanged–
OGNOrganon & Co.Stock15$224<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM3$253<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM15$254<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV5$283<0.1%00.0%Unchanged–
Schwab Strategic Tr808524789FUNDAMENTAL US B15$349<0.1%00.0%UnchangedConverted for a 3-for-1 split–
JAZZJazz Pharmaceuticals plcSHS USD3$369<0.1%00.0%UnchangedHistory
EBSEmergent BioSolutions Inc.COM40$382<0.1%00.0%UnchangedHistory
iShares Future AI & Tech ETF46435U556ETF11$408<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V142WATER RES ETF7$461<0.1%00.0%Unchanged–
BMYBristol Myers Squibb CoStock10$566<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock3$569<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock9$710<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock9$719<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM200$752<0.1%00.0%UnchangedHistory
Vanguard S&P 500 ETF922908363ETF2$1.08K<0.1%00.0%Unchanged–
EWEdwards Lifesciences CorpStock15$1.11K<0.1%+15NewHistory
BHFBrighthouse Financial, Inc.COM24$1.15K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust31609A107ENHANCED LARGE41$1.25K<0.1%+41New–
SYYSysco CorpStock17$1.30K<0.1%+17NewHistory
TELTE Connectivity plcStock10$1.43K<0.1%00.0%UnchangedHistory
iShares Tr4642874571 3 YR TREAS BD18$1.44K<0.1%−1,000−98.2%Reduced–
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$1.50K<0.1%00.0%UnchangedHistory
Global X FDS37954Y715RBTCS ARTFL INTE50$1.60K<0.1%00.0%Unchanged–
SNAPSnap IncStock150$1.62K<0.1%00.0%UnchangedHistory
BITBBitwise Bitcoin ETFSHS BEN INT33$1.68K<0.1%+33NewHistory
RIVNRivian Automotive, Inc.Stock127$1.69K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock5$1.91K<0.1%00.0%UnchangedHistory
ENVXEnovix CorpCOM180$1.96K<0.1%00.0%UnchangedHistory
WHWyndham Hotels & Resorts, Inc.COM20$2.02K<0.1%00.0%UnchangedHistory
CRLCharles River Laboratories International, Inc.COM11$2.03K<0.1%+11NewHistory
Wheeler Real Estate Investment Trust, Inc.963025309CPR700$2.14K<0.1%00.0%Unchanged–
MGMMGM Resorts InternationalStock63$2.18K<0.1%+63NewHistory
MNSTMonster Beverage CorpCOM44$2.31K<0.1%+44NewHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK72$2.33K<0.1%+72NewHistory
iShares Russell 1000 Growth ETF464287614ETF6$2.41K<0.1%00.0%Unchanged–
MASMasco CorpCOM34$2.47K<0.1%+34NewHistory
iShares Tr464288885EAFE GRWTH ETF27$2.61K<0.1%00.0%Unchanged–
UBERUber Technologies, IncStock44$2.65K<0.1%+44NewHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF53$2.67K<0.1%+53New–
TGTTarget CorpStock20$2.70K<0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock13$2.73K<0.1%+13NewHistory
WTRGEssential Utilities, Inc.COM77$2.80K<0.1%+77NewHistory
AESAES CorpStock227$2.92K<0.1%+227NewHistory
iShares Tr46436E866IBONDS 25 TRM TS130$3.03K<0.1%−97−42.7%Reduced–
ACADAcadia Pharmaceuticals IncCOM180$3.30K<0.1%00.0%UnchangedHistory
iShares Tr464287556ISHARES BIOTECH25$3.31K<0.1%00.0%Unchanged–
LINLinde PLCStock8$3.35K<0.1%+8NewHistory
EVRGEvergy, Inc.Stock55$3.38K<0.1%+55NewHistory
BABAAlibaba Group Holding LtdADR40$3.39K<0.1%00.0%UnchangedHistory
POOLPool CorpCOM10$3.41K<0.1%+10NewHistory
DOWDow Inc.Stock85$3.41K<0.1%+71+507.1%AddedHistory
STWDStarwood Property Trust, Inc.COM180$3.41K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE101$3.56K<0.1%+101New–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$3.64K<0.1%00.0%Unchanged–
Vanguard S&P 500 Growth ETF921932505ETF10$3.66K<0.1%+7+233.3%Added–
SRESempraStock44$3.86K<0.1%+44NewHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF15$3.96K<0.1%+5+50.0%Added–
EMNEastman Chemical CoStock44$4.02K<0.1%+44NewHistory
KHCKraft Heinz CoStock131$4.02K<0.1%+131NewHistory
LUVSouthwest Airlines CoCOM120$4.03K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock16$4.06K<0.1%+16NewHistory
ESEversource EnergyStock72$4.13K<0.1%+72NewHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS78$4.23K<0.1%00.0%UnchangedHistory
SCIService Corp InternationalCOM53$4.23K<0.1%+53NewHistory
PNWPinnacle West Capital CorpCOM50$4.24K<0.1%+50NewHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF20$4.49K<0.1%00.0%Unchanged–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG39$4.49K<0.1%00.0%Unchanged–
FTNTFortinet, Inc.Stock49$4.63K<0.1%+49NewHistory
LLYEli Lilly & CoStock6$4.63K<0.1%+6NewHistory
UAAUnder Armour, Inc.Stock566$4.69K<0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock25$4.73K<0.1%+25NewHistory
UAUnder Armour, Inc.CL C639$4.77K<0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock177$4.85K<0.1%+177NewHistory
TWLOTwilio IncCL A46$4.97K<0.1%+46NewHistory
MARMarriott International IncStock18$5.02K<0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A124$5.09K<0.1%+124NewHistory
SHWSherwin Williams CoCOM15$5.10K<0.1%+15NewHistory
OCOwens CorningStock30$5.11K<0.1%+30NewHistory
ENPHEnphase Energy, Inc.Stock75$5.15K<0.1%00.0%UnchangedHistory
iShares Tr464287622RUS 1000 ETF16$5.16K<0.1%+16New–
RUMRUM Group Inc.Stock400$5.20K<0.1%00.0%UnchangedHistory
SCCOSouthern Copper CorpStock58$5.29K<0.1%+58NewHistory
PFEPfizer IncStock201$5.33K<0.1%+26+14.9%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF50$5.34K<0.1%+50New–
PYPLPayPal Holdings, Inc.Stock63$5.38K<0.1%+63NewHistory
MRNAModerna, Inc.Stock130$5.41K<0.1%00.0%UnchangedHistory
TAPMolson Coors Beverage CoCL B100$5.73K<0.1%00.0%UnchangedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF28$5.79K<0.1%+28New–
iShares MSCI Eafe ETF464287465ETF77$5.82K<0.1%00.0%Unchanged–
SOSouthern CoStock73$6.01K<0.1%+73NewHistory
CMGChipotle Mexican Grill IncCOM100$6.03K<0.1%+100NewHistory
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT117$6.04K<0.1%+117New–

Sold out since Q3 2024 (19)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Inc464286400MSCI BRAZIL ETF23,279$686.5K0.3%–
ProShares Tr74347B425SHORT S&P 500 NE6,005$65.2K<0.1%–
ELVElevance Health, Inc.Stock97$50.4K<0.1%History
VALEVale S.A.SPONSORED ADS3,995$46.7K<0.1%History
GDGeneral Dynamics CorpStock100$30.2K<0.1%History
TWTradeweb Markets Inc.Stock152$18.8K<0.1%History
DGDollar General CorpCOM200$16.9K<0.1%History
FSLRFirst Solar, Inc.Stock60$15.0K<0.1%History
AEMAgnico Eagle Mines LtdStock172$13.9K<0.1%History
SRCLStericycle IncCOM200$12.2K<0.1%History
PAASPan American Silver CorpStock479$10.0K<0.1%History
NCLHNorwegian Cruise Line Holdings Ltd.SHS193$3.96K<0.1%History
iShares Tr46436E833IBONDS 28 TRM TS102$2.30K<0.1%–
iShares Tr46436E841IBONDS 27 TRM TS101$2.29K<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS99$2.28K<0.1%–
iShares Tr46436E874IBONDS 24 TRM TS94$2.26K<0.1%–
RCLRoyal Caribbean Cruises LtdCOM10$1.77K<0.1%History
MEDMedifast IncCOM30$574<0.1%History
DRIDarden Restaurants IncCOM1$164<0.1%History