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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
Abrdn ETFs003261203BBRG ALL COMMDY997$31.2K<0.1%+997New–
METMetlife IncStock385$31.5K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM65$31.5K<0.1%00.0%UnchangedHistory
iShares Inc464286822MSCI MEXICO ETF699$32.7K<0.1%−700−50.0%Reduced–
GEVGE Vernova Inc.Stock101$33.2K<0.1%+10+11.0%AddedHistory
NOCNorthrop Grumman CorpStock71$33.3K<0.1%−7−9.0%ReducedHistory
ORCLOracle CorpStock200$33.3K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock92$33.4K<0.1%+16+21.1%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF1,339$34.6K<0.1%+1,339New–
iShares Tr46429B291A RATE CP BD ETF765$35.8K<0.1%−1,020−57.1%Reduced–
INTCIntel CorpStock1,792$35.9K<0.1%00.0%UnchangedHistory
iShares Tr464287150CORE S&P TTL STK281$36.1K<0.1%00.0%Unchanged–
NEMNEWMONT CorpStock990$36.8K<0.1%−500−33.6%ReducedHistory
BABoeing CoStock223$39.5K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock110$39.6K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF712$40.9K<0.1%00.0%Unchanged–
MAINMain Street Capital CORPCEF700$41.0K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock277$42.1K<0.1%+19+7.4%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS742$43.0K<0.1%+742New–
MCDMcDonalds CorpStock150$43.5K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$44.4K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT423$44.7K<0.1%00.0%UnchangedHistory
iShares Tr464288521CRE U S REIT ETF798$45.7K<0.1%00.0%Unchanged–
NVDANVIDIA CorpStock341$45.8K<0.1%+341NewHistory
DUKDuke Energy CORPStock435$46.9K<0.1%+53+13.9%AddedHistory
JPMJPMorgan Chase & CoStock201$48.2K<0.1%+51+34.0%AddedHistory
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE500$49.0K<0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF1,033$49.4K<0.1%+990+2,302.3%Added–
AEPAmerican Electric Power Co IncStock541$49.9K<0.1%+30+5.9%AddedHistory
FCXFreeport-McMoran IncStock1,330$50.6K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,794$51.1K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock533$53.0K<0.1%−100−15.8%ReducedHistory
AMPAmeriprise Financial IncCOM100$53.2K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF695$53.7K<0.1%+695New–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX602$53.8K<0.1%+602New–
Vanguard Morningstar Large-Cap ETF922908637ETF200$53.9K<0.1%00.0%Unchanged–
iShares Tr464288448INTL SEL DIV ETF2,000$54.8K<0.1%−410−17.0%Reduced–
MSTRStrategy IncStock190$55.0K<0.1%+190NewHistory
SLViShares Silver TrustETF2,116$55.7K<0.1%00.0%UnchangedHistory
MAMastercard IncStock108$56.9K<0.1%+21+24.1%AddedHistory
AMGNAmgen IncStock223$58.1K<0.1%+19+9.3%AddedHistory
DISWalt Disney CoStock522$58.1K<0.1%−54−9.4%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF2,124$58.9K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
PNCPNC Financial Services Group, Inc.Stock308$59.4K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF1,781$60.2K<0.1%00.0%Unchanged–
State Street Industrial Select Sector SPDR ETF81369Y704ETF460$60.6K<0.1%+360+360.0%Added–
GEGeneral Electric CoStock371$61.9K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock220$63.8K<0.1%+20+10.0%AddedHistory
iShares S&P 100 ETF464287101ETF224$64.7K<0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock134$67.6K<0.1%+26+24.1%AddedHistory
WisdomTree Tr97717W406US AI ENHANCED641$68.3K<0.1%−222−25.7%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF935$70.8K<0.1%−175−15.8%Reduced–
ROKRockwell Automation, IncStock248$70.9K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock1,117$71.2K<0.1%00.0%UnchangedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$71.3K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG2,520$72.2K<0.1%+1,804+252.0%Added–
LNKBLINKBANCORP, Inc.COMMON STOCK9,876$73.9K<0.1%−4,938−33.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR400$79.0K<0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock417$79.4K<0.1%+117+39.0%AddedHistory
SPDR Index Shs FDS78463X848ST STR ACWI ETF2,864$80.0K<0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock88$80.6K<0.1%+7+8.6%AddedHistory
LMTLockheed Martin CorpStock167$81.2K<0.1%−15−8.2%ReducedHistory
VZVerizon Communications IncStock2,051$82.0K<0.1%00.0%UnchangedHistory
GRMNGarmin LtdSHS400$82.5K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,361$84.8K<0.1%+30+2.3%Added–
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,638$85.4K<0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF667$87.6K<0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock613$88.6K<0.1%+2+0.3%AddedHistory
SLFSun Life Financial IncCOM1,540$91.4K<0.1%+2+0.1%AddedHistory
WMTWalmart Inc.Stock1,018$92.0K<0.1%+121+13.5%AddedHistory
CVXChevron CorpStock638$92.4K<0.1%+20+3.2%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF1,501$93.1K<0.1%+675+81.7%Added–
Vanguard Whitehall FDS921946810INTL DVD ETF1,225$98.0K<0.1%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,124$98.8K<0.1%+543+93.5%Added–
iShares Russell 2000 ETF464287655ETF456$100.6K<0.1%+431+1,724.0%Added–
LYVLive Nation Entertainment, Inc.COM800$103.6K<0.1%−16−2.0%ReducedHistory
SBUXStarbucks CorpStock1,140$104.0K<0.1%+32+2.9%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF1,101$106.7K<0.1%+959+675.4%Added–
HDHome Depot, Inc.Stock276$107.2K<0.1%+17+6.6%AddedHistory
TAT&T Inc.Stock4,870$110.9K<0.1%+3,793+352.2%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock491$111.0K<0.1%00.0%UnchangedHistory
iShares Tr464287234MSCI EMG MKT ETF2,663$111.3K<0.1%+102+4.0%Added–
SPDR Series Trust78464A292ST STR PFD ETF3,538$116.7K<0.1%00.0%Unchanged–
iShares Tr46434V4070-5YR HI YL CP2,745$117.0K<0.1%−453−14.2%Reduced–
Kraneshares Tr500767736QUADRTC INT RT6,700$118.9K0.1%−1,750−20.7%Reduced–
iShares Core S&P Small Cap ETF464287804ETF1,036$119.4K0.1%00.0%Unchanged–
Schwab U.S. Large-Cap ETF808524201ETF5,388$124.9K0.1%00.0%UnchangedConverted for a 3-for-1 split–
KOCoca Cola CoStock2,013$125.3K0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock315$127.2K0.1%+109+52.9%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF2,892$127.4K0.1%+1,704+143.4%Added–
VVisa Inc.Stock406$128.3K0.1%−60−12.9%ReducedHistory
PRUPrudential Financial IncStock1,103$130.7K0.1%+127+13.0%AddedHistory
iShares Tr46434V696CORE MSCI PAC2,175$132.9K0.1%00.0%Unchanged–
Vanguard Morningstar Value ETF922908744ETF789$133.6K0.1%+377+91.5%Added–
iShares Tr46435G425ESG AWR MSCI USA1,075$138.5K0.1%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF1,634$144.4K0.1%+1,034+172.3%Added–
iShares S&P 500 Growth ETF464287309ETF1,448$147.0K0.1%00.0%Unchanged–
SPDR Series Trust78468R556SP O&G EXPL PRO1,117$147.9K0.1%+40+3.7%Added–
iShares Tr464288570ESG MSCI KLD ETF1,388$153.0K0.1%00.0%Unchanged–
HSYHershey CoCOM935$158.4K0.1%+1+0.1%AddedHistory

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