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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
SPDR Index Shs FDS78463X848ST STR ACWI ETF2,864$80.0K<0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock417$79.4K<0.1%+117+39.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR400$79.0K<0.1%00.0%UnchangedHistory
LNKBLINKBANCORP, Inc.COMMON STOCK9,876$73.9K<0.1%−4,938−33.3%ReducedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG2,520$72.2K<0.1%+1,804+252.0%Added–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$71.3K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock1,117$71.2K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$70.9K<0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF935$70.8K<0.1%−175−15.8%Reduced–
WisdomTree Tr97717W406US AI ENHANCED641$68.3K<0.1%−222−25.7%Reduced–
UNHUnitedHealth Group IncStock134$67.6K<0.1%+26+24.1%AddedHistory
iShares S&P 100 ETF464287101ETF224$64.7K<0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock220$63.8K<0.1%+20+10.0%AddedHistory
GEGeneral Electric CoStock371$61.9K<0.1%00.0%UnchangedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF460$60.6K<0.1%+360+360.0%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,781$60.2K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock308$59.4K<0.1%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF2,124$58.9K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
DISWalt Disney CoStock522$58.1K<0.1%−54−9.4%ReducedHistory
AMGNAmgen IncStock223$58.1K<0.1%+19+9.3%AddedHistory
MAMastercard IncStock108$56.9K<0.1%+21+24.1%AddedHistory
SLViShares Silver TrustETF2,116$55.7K<0.1%00.0%UnchangedHistory
MSTRStrategy IncStock190$55.0K<0.1%+190NewHistory
iShares Tr464288448INTL SEL DIV ETF2,000$54.8K<0.1%−410−17.0%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF200$53.9K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX602$53.8K<0.1%+602New–
Vanguard Short-Term Bond ETF921937827ETF695$53.7K<0.1%+695New–
AMPAmeriprise Financial IncCOM100$53.2K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock533$53.0K<0.1%−100−15.8%ReducedHistory
DNPDNP Select Income Fund IncCOM5,794$51.1K<0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock1,330$50.6K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock541$49.9K<0.1%+30+5.9%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,033$49.4K<0.1%+990+2,302.3%Added–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE500$49.0K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock201$48.2K<0.1%+51+34.0%AddedHistory
DUKDuke Energy CORPStock435$46.9K<0.1%+53+13.9%AddedHistory
NVDANVIDIA CorpStock341$45.8K<0.1%+341NewHistory
iShares Tr464288521CRE U S REIT ETF798$45.7K<0.1%00.0%Unchanged–
PLDPrologis, Inc.REIT423$44.7K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$44.4K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock150$43.5K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS742$43.0K<0.1%+742New–
PEPPepsiCo IncStock277$42.1K<0.1%+19+7.4%AddedHistory
MAINMain Street Capital CORPCEF700$41.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF712$40.9K<0.1%00.0%Unchanged–
SYKStryker CorpStock110$39.6K<0.1%00.0%UnchangedHistory
BABoeing CoStock223$39.5K<0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock990$36.8K<0.1%−500−33.6%ReducedHistory
iShares Tr464287150CORE S&P TTL STK281$36.1K<0.1%00.0%Unchanged–
INTCIntel CorpStock1,792$35.9K<0.1%00.0%UnchangedHistory
iShares Tr46429B291A RATE CP BD ETF765$35.8K<0.1%−1,020−57.1%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF1,339$34.6K<0.1%+1,339New–
CATCaterpillar IncStock92$33.4K<0.1%+16+21.1%AddedHistory
ORCLOracle CorpStock200$33.3K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock71$33.3K<0.1%−7−9.0%ReducedHistory
GEVGE Vernova Inc.Stock101$33.2K<0.1%+10+11.0%AddedHistory
iShares Inc464286822MSCI MEXICO ETF699$32.7K<0.1%−700−50.0%Reduced–
SNPSSynopsys IncCOM65$31.5K<0.1%00.0%UnchangedHistory
METMetlife IncStock385$31.5K<0.1%00.0%UnchangedHistory
Abrdn ETFs003261203BBRG ALL COMMDY997$31.2K<0.1%+997New–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX288$30.4K<0.1%00.0%Unchanged–
Vanguard Intl Equity Index F922042676GLB EX US ETF751$29.7K<0.1%+751New–
RTXRTX CorpStock241$27.9K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE350$26.6K<0.1%00.0%Unchanged–
PGProcter & Gamble CoStock155$26.0K<0.1%+50+47.6%AddedHistory
OKEONEOK IncCOM251$25.2K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF413$24.9K<0.1%+413New–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF150$24.9K<0.1%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM100$24.7K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock122$24.6K<0.1%+20+19.6%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF368$24.3K<0.1%+283+332.9%Added–
NFLXNetflix IncStock27$24.1K<0.1%+10+58.8%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF204$23.4K<0.1%+204New–
TMOThermo Fisher Scientific Inc.Stock44$22.9K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock513$22.5K<0.1%+8+1.6%AddedHistory
VLOValero Energy CorpStock181$22.2K<0.1%+26+16.8%AddedHistory
FFord Motor CoStock2,190$21.7K<0.1%+545+33.1%AddedHistory
HRBH&R Block IncCOM406$21.5K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock187$21.2K<0.1%+49+35.5%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 3718$20.5K<0.1%00.0%UnchangedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1,040$20.3K<0.1%+1,040New–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF632$20.2K<0.1%+632New–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 146$19.6K<0.1%+10+27.8%AddedHistory
UTFCohen & Steers Infrastructure Fund IncCOM808$19.4K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A201ST STR SP600GRWO214$19.3K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT465$19.2K<0.1%00.0%Unchanged–
ProShares Tr74349Y753SHOR S&P 500 NEW451$19.1K<0.1%+451New–
TYTRI-CONTINENTAL CorpCOM600$19.0K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$19.0K<0.1%00.0%Unchanged–
EPDEnterprise Products Partners L.P.Stock600$18.8K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A300$18.4K<0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM58$18.3K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF450$18.2K<0.1%00.0%Unchanged–
ARCCAres Capital CorpCEF829$18.1K<0.1%+529+176.3%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV136$18.0K<0.1%00.0%Unchanged–
BNBROOKFIELD CorpCL A LTD VT SH312$17.9K<0.1%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX369$17.9K<0.1%00.0%Unchanged–
State Street Materials Select Sector SPDR ETF81369Y100ETF210$17.7K<0.1%−100−32.3%Reduced–
ABBVAbbVie Inc.Stock95$16.9K<0.1%+25+35.7%AddedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$16.8K<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