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 |
|---|---|---|---|---|---|---|---|
| BMIBadger Meter Inc | COM | 780 | $165.5K | 0.1% | 00.0% | Unchanged | History |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $172.7K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 429 | $176.1K | 0.1% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 405 | $183.6K | 0.1% | +223+122.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 314 | $184.8K | 0.1% | +224+248.9% | Added | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,856 | $193.9K | 0.1% | +487+20.6% | Added | – |
| MPCMarathon Petroleum Corp | Stock | 1,421 | $198.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 702 | $203.4K | 0.1% | +160+29.5% | Added | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,550 | $207.6K | 0.1% | −1,200−15.5% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 980 | $215.4K | 0.1% | 00.0% | Unchanged | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,484 | $230.3K | 0.1% | +609+32.5% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 12,553 | $232.2K | 0.1% | +8,277+193.6% | AddedConverted for a 2-for-1 split | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,530 | $236.6K | 0.1% | −1,300−22.3% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,652 | $242.5K | 0.1% | +1,821+219.1% | Added | – |
| PPLPPL Corp | COM | 7,716 | $250.5K | 0.1% | −174−2.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,153 | $253.0K | 0.1% | +213+22.7% | Added | History |
| VanEck ETF Trust92189H748 | CLO ETF | 4,832 | $255.0K | 0.1% | +4,701+3,588.5% | Added | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $281.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,233 | $288.0K | 0.1% | +781+31.9% | Added | – |
| TJXTJX Companies Inc | Stock | 2,402 | $290.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,317 | $303.4K | 0.1% | −340−7.3% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $355.7K | 0.2% | 00.0% | Unchanged | History |
| AEEAmeren Corp | COM | 4,138 | $368.9K | 0.2% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 6,255 | $370.1K | 0.2% | +1,493+31.4% | Added | – |
| METAMeta Platforms, Inc. | Stock | 702 | $411.0K | 0.2% | +10+1.4% | Added | History |
| iShares Inc464286319 | EM MKTS DIV ETF | 17,201 | $444.3K | 0.2% | +2,101+13.9% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,949 | $472.0K | 0.2% | −565−22.5% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,540 | $497.4K | 0.2% | +15+0.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 4,972 | $534.8K | 0.2% | +59+1.2% | Added | History |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 16,573 | $551.4K | 0.2% | +628+3.9% | Added | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 18,423 | $635.0K | 0.3% | +5,049+37.8% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,857 | $697.9K | 0.3% | −4,684−22.8% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 17,559 | $840.9K | 0.4% | +725+4.3% | Added | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,977 | $904.4K | 0.4% | −160−0.8% | Reduced | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 16,461 | $929.7K | 0.4% | +1,163+7.6% | Added | – |
| AAPLApple Inc. | Stock | 3,767 | $943.2K | 0.4% | +124+3.4% | Added | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 50,032 | $1.02M | 0.4% | +828+1.7% | Added | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 22,212 | $1.04M | 0.4% | −1,200−5.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,474 | $1.04M | 0.4% | −273−9.9% | Reduced | History |
| MKCMcCormick & Co Inc | Stock | 13,916 | $1.06M | 0.5% | +20.0% | Added | History |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 23,675 | $1.19M | 0.5% | +1,522+6.9% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,780 | $1.26M | 0.5% | −509−11.9% | Reduced | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 36,242 | $1.38M | 0.6% | +1,910+5.6% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 45,743 | $1.55M | 0.7% | −2,868−5.9% | Reduced | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 28,794 | $1.96M | 0.8% | +19,144+198.4% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 23,468 | $2.01M | 0.9% | +592+2.6% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,300 | $2.45M | 1.0% | +119+2.8% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,979 | $2.79M | 1.2% | +4,306+18.2% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 26,437 | $3.37M | 1.4% | +596+2.3% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 34,215 | $4.90M | 2.1% | −767−2.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 109,975 | $6.33M | 2.7% | +8,798+8.7% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 82,422 | $8.27M | 3.5% | −3,220−3.8% | Reduced | – |
| IAUiShares Gold Trust | ETF | 168,404 | $8.34M | 3.6% | +328+0.2% | Added | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 230,990 | $8.80M | 3.7% | +426+0.2% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 199,344 | $10.0M | 4.3% | +500.0% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 370,031 | $10.7M | 4.6% | +52,251+16.4% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 152,242 | $11.9M | 5.1% | −3,080−2.0% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 226,763 | $20.1M | 8.6% | −5,158−2.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,551 | $23.8M | 10.1% | −655−1.4% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 130,088 | $76.2M | 32.5% | −1,921−1.5% | Reduced | 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 |