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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
HONHoneywell International IncCOM27$6.10K<0.1%+27NewHistory
NTNXNutanix, Inc.Stock100$6.12K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT35$6.13K<0.1%00.0%Unchanged–
Schwab US Dividend Equity ETF808524797ETF225$6.15K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
ALGNAlign Technology IncCOM30$6.25K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$6.55K<0.1%00.0%UnchangedHistory
BAHBooz Allen Hamilton Holding CorpCL A51$6.56K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock93$6.67K<0.1%+93NewHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$6.77K<0.1%00.0%Unchanged–
BDXBecton Dickinson & CoStock30$6.81K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM204$7.34K<0.1%00.0%UnchangedHistory
IBKRInteractive Brokers Group, Inc.Stock42$7.42K<0.1%+42NewHistory
ECLEcolab Inc.Stock32$7.50K<0.1%+32NewHistory
PNRPENTAIR plcSHS77$7.75K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock60$7.86K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock70$8.28K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock66$8.32K<0.1%+41+164.0%AddedHistory
DVNDevon Energy CorpStock258$8.44K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock15$8.59K<0.1%+15NewHistory
LOWLowes Companies IncStock35$8.68K<0.1%00.0%UnchangedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF180$8.70K<0.1%00.0%Unchanged–
CMCSAComcast CorpStock234$8.78K<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock100$9.09K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT50$9.17K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF83$9.59K<0.1%00.0%Unchanged–
OXYOccidental Petroleum CorpStock200$9.88K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF75$10.3K<0.1%00.0%Unchanged–
ENBEnbridge IncStock244$10.4K<0.1%+80+48.8%AddedHistory
SBRSabine Royalty TrustUNIT BEN INT160$10.4K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$10.4K<0.1%00.0%Unchanged–
MYDBlackRock Muniyield Fund, Inc.COM1,005$10.4K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF46$10.7K<0.1%00.0%Unchanged–
GEHCGE HealthCare Technologies Inc.Stock140$10.9K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT100$11.0K<0.1%00.0%Unchanged–
PAYXPaychex IncStock80$11.2K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock299$11.3K<0.1%−25−7.7%ReducedHistory
WisdomTree Tr97717W505US MIDCAP DIVID222$11.3K<0.1%+222New–
FEFirstenergy CorpCOM285$11.3K<0.1%00.0%UnchangedHistory
UNPUnion Pacific CorpStock50$11.4K<0.1%00.0%UnchangedHistory
CMECME Group Inc.COM50$11.6K<0.1%00.0%UnchangedHistory
GLDSPDR Gold TrustETF48$11.6K<0.1%+18+60.0%AddedHistory
CRMSalesforce, Inc.Stock35$11.7K<0.1%+17+94.4%AddedHistory
COPConocoPhillipsStock122$12.1K<0.1%+22+22.0%AddedHistory
CVSCVS Health CorpStock273$12.2K<0.1%+12+4.6%AddedHistory
QCOMQualcomm IncStock80$12.3K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock208$12.3K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock396$12.8K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF200$12.9K<0.1%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR2,946$13.1K<0.1%00.0%UnchangedHistory
DELLDell Technologies Inc.Stock114$13.1K<0.1%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM100$13.4K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X541ST STR NAT ETF270$13.4K<0.1%00.0%Unchanged–
AVGOBroadcom Inc.Stock60$13.9K<0.1%+10+20.0%AddedHistory
iShares Inc464286533MSCI EMERG MRKT245$14.2K<0.1%00.0%Unchanged–
NADNuveen Quality Municipal Income FundCOM1,233$14.4K<0.1%00.0%UnchangedHistory
iShares Tr464287739U.S. REAL ES ETF158$14.7K<0.1%00.0%Unchanged–
BPBP PLCADR500$14.8K<0.1%00.0%UnchangedHistory
Vanguard Total International Bond ETF92203J407ETF304$14.9K<0.1%+304New–
Paramount Global92556H206CL B1,524$15.9K<0.1%00.0%Unchanged–
TFCTruist Financial CorpCOM377$16.4K<0.1%+347+1,156.7%AddedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$16.8K<0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock95$16.9K<0.1%+25+35.7%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF210$17.7K<0.1%−100−32.3%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX369$17.9K<0.1%00.0%Unchanged–
BNBROOKFIELD CorpCL A LTD VT SH312$17.9K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A763ST STR SP DIV136$18.0K<0.1%00.0%Unchanged–
ARCCAres Capital CorpCEF829$18.1K<0.1%+529+176.3%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF450$18.2K<0.1%00.0%Unchanged–
PWRQuanta Services, Inc.COM58$18.3K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A300$18.4K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock600$18.8K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$19.0K<0.1%00.0%Unchanged–
TYTRI-CONTINENTAL CorpCOM600$19.0K<0.1%00.0%UnchangedHistory
ProShares Tr74349Y753SHOR S&P 500 NEW451$19.1K<0.1%+451New–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT465$19.2K<0.1%00.0%Unchanged–
SPDR Series Trust78464A201ST STR SP600GRWO214$19.3K<0.1%00.0%Unchanged–
UTFCohen & Steers Infrastructure Fund IncCOM808$19.4K<0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 146$19.6K<0.1%+10+27.8%AddedHistory
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF632$20.2K<0.1%+632New–
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1,040$20.3K<0.1%+1,040New–
HMCHonda Motor Co LtdADR ECH CNV IN 3718$20.5K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock187$21.2K<0.1%+49+35.5%AddedHistory
HRBH&R Block IncCOM406$21.5K<0.1%00.0%UnchangedHistory
FFord Motor CoStock2,190$21.7K<0.1%+545+33.1%AddedHistory
VLOValero Energy CorpStock181$22.2K<0.1%+26+16.8%AddedHistory
BACBank of America CorpStock513$22.5K<0.1%+8+1.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock44$22.9K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF204$23.4K<0.1%+204New–
NFLXNetflix IncStock27$24.1K<0.1%+10+58.8%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF368$24.3K<0.1%+283+332.9%Added–
WMWaste Management IncStock122$24.6K<0.1%+20+19.6%AddedHistory
HLTHilton Worldwide Holdings Inc.COM100$24.7K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF150$24.9K<0.1%00.0%Unchanged–
State Street SPDR S&P Regional Banking ETF78464A698ETF413$24.9K<0.1%+413New–
OKEONEOK IncCOM251$25.2K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock155$26.0K<0.1%+50+47.6%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE350$26.6K<0.1%00.0%Unchanged–
RTXRTX CorpStock241$27.9K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF751$29.7K<0.1%+751New–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX288$30.4K<0.1%00.0%Unchanged–

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