Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 8, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 372
- +12 vs. Q4 2024
- Portfolio value
- $235.4M
- +$708.3K (+0.3%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | Unchanged | – |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 00.0% | Unchanged | History |
| AQMSAqua Metals, Inc. | COMM STK | 22 | $41 | <0.1% | 00.0% | Unchanged | History |
| KSSKOHLS Corp | Stock | 7 | $57 | <0.1% | 00.0% | Unchanged | History |
| NVTnVent Electric plc | SHS | 2 | $105 | <0.1% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $124 | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 15 | $131 | <0.1% | 00.0% | Unchanged | History |
| EBSEmergent BioSolutions Inc. | COM | 40 | $194 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $194 | <0.1% | 00.0% | Unchanged | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $215 | <0.1% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 15 | $223 | <0.1% | 00.0% | Unchanged | History |
| VSHVishay Intertechnology Inc | COM | 15 | $239 | <0.1% | 00.0% | Unchanged | History |
| Paramount Global92556H206 | CL B | 25 | $299 | <0.1% | −1,499−98.4% | Reduced | – |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $305 | <0.1% | 00.0% | Unchanged | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 15 | $345 | <0.1% | 00.0% | Unchanged | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $346 | <0.1% | 00.0% | Unchanged | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $372 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $452 | <0.1% | 00.0% | Unchanged | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $544 | <0.1% | 00.0% | Unchanged | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 50 | $559 | <0.1% | +50 | New | History |
| BYNDBeyond Meat, Inc. | COM | 200 | $610 | <0.1% | 00.0% | Unchanged | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 16 | $718 | <0.1% | −17−51.5% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 9 | $721 | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 9 | $809 | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1.03K | <0.1% | 00.0% | Unchanged | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1.04K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 15 | $1.09K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 41 | $1.26K | <0.1% | 00.0% | Unchanged | – |
| SNAPSnap Inc | Stock | 150 | $1.31K | <0.1% | 00.0% | Unchanged | History |
| ENVXEnovix Corp | COM | 180 | $1.32K | <0.1% | 00.0% | Unchanged | History |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1.39K | <0.1% | 00.0% | Unchanged | History |
| TELTE Connectivity plc | Stock | 10 | $1.41K | <0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 5 | $1.42K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1.42K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1.45K | <0.1% | 00.0% | Unchanged | – |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1.58K | <0.1% | 00.0% | Unchanged | History |
| POOLPool Corp | COM | 5 | $1.59K | <0.1% | −5−50.0% | Reduced | History |
| CRLCharles River Laboratories International, Inc. | COM | 11 | $1.66K | <0.1% | 00.0% | Unchanged | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1.81K | <0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 20 | $2.09K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 6 | $2.10K | <0.1% | −9−60.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2.17K | <0.1% | 00.0% | Unchanged | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2.33K | <0.1% | 00.0% | Unchanged | History |
| MASMasco Corp | COM | 34 | $2.36K | <0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 50 | $2.51K | <0.1% | −50−50.0% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 44 | $2.58K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $2.70K | <0.1% | 00.0% | Unchanged | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 13 | $2.72K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 11 | $2.73K | <0.1% | −5−31.3% | Reduced | History |
| AESAES Corp | Stock | 227 | $2.82K | <0.1% | 00.0% | Unchanged | History |
| RUMRUM Group Inc. | Stock | 400 | $2.83K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 14 | $2.96K | <0.1% | −13−48.1% | Reduced | History |
| DOWDow Inc. | Stock | 85 | $2.97K | <0.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $2.99K | <0.1% | 00.0% | Unchanged | History |
| SRESempra | Stock | 44 | $3.14K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 101 | $3.18K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3.20K | <0.1% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 44 | $3.21K | <0.1% | 00.0% | Unchanged | History |
| Global X Uranium ETF37954Y871 | ETF | 140 | $3.21K | <0.1% | +140 | New | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3.33K | <0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10 | $3.35K | <0.1% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3.47K | <0.1% | −97−69.3% | Reduced | History |
| UAAUnder Armour, Inc. | Stock | 566 | $3.54K | <0.1% | 00.0% | Unchanged | History |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3.56K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 130 | $3.69K | <0.1% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $3.78K | <0.1% | 00.0% | Unchanged | History |
| EVRGEvergy, Inc. | Stock | 55 | $3.79K | <0.1% | 00.0% | Unchanged | History |
| UAUnder Armour, Inc. | CL C | 639 | $3.80K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15 | $3.88K | <0.1% | 00.0% | Unchanged | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $3.95K | <0.1% | 00.0% | Unchanged | – |
| LUVSouthwest Airlines Co | COM | 120 | $4.03K | <0.1% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 63 | $4.11K | <0.1% | 00.0% | Unchanged | History |
| SCIService Corp International | COM | 53 | $4.25K | <0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 30 | $4.29K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 18 | $4.29K | <0.1% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4.29K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 54 | $4.36K | <0.1% | −548−91.0% | Reduced | – |
| iShares Tr464287515 | EXPANDED TECH | 50 | $4.45K | <0.1% | +50 | New | – |
| ESEversource Energy | Stock | 72 | $4.47K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 46 | $4.50K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288687 | PFD AND INCM SEC | 150 | $4.61K | <0.1% | +150 | New | – |
| ENPHEnphase Energy, Inc. | Stock | 75 | $4.65K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 49 | $4.72K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 40 | $4.72K | <0.1% | +40 | New | – |
| PNWPinnacle West Capital Corp | COM | 50 | $4.76K | <0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 30 | $4.77K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 16 | $4.91K | <0.1% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 6 | $4.96K | <0.1% | 00.0% | Unchanged | History |
| KMIKinder Morgan, Inc. | Stock | 177 | $5.05K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 201 | $5.09K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 40 | $5.29K | <0.1% | 00.0% | Unchanged | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5.33K | <0.1% | 00.0% | Unchanged | History |
| SCCOSouthern Copper Corp | Stock | 58 | $5.42K | <0.1% | 00.0% | Unchanged | History |
| BKRBaker Hughes Co | CL A | 124 | $5.45K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28 | $5.66K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6.06K | <0.1% | 00.0% | Unchanged | – |
| TAPMolson Coors Beverage Co | CL B | 100 | $6.09K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 117 | $6.14K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6.22K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6.29K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (18)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,857 | $697.9K | 0.3% | – |
| MSTRStrategy Inc | Stock | 190 | $55.0K | <0.1% | History |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 997 | $31.2K | <0.1% | – |
| Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360 | ETF | 632 | $20.2K | <0.1% | – |
| PWRQuanta Services, Inc. | COM | 58 | $18.3K | <0.1% | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 304 | $14.9K | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 160 | $10.4K | <0.1% | History |
| DVNDevon Energy Corp | Stock | 258 | $8.44K | <0.1% | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 50 | $5.34K | <0.1% | – |
| KHCKraft Heinz Co | Stock | 131 | $4.02K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 44 | $4.02K | <0.1% | History |
| LINLinde PLC | Stock | 8 | $3.35K | <0.1% | History |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 130 | $3.03K | <0.1% | – |
| WTRGEssential Utilities, Inc. | COM | 77 | $2.80K | <0.1% | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 53 | $2.67K | <0.1% | – |
| MGMMGM Resorts International | Stock | 63 | $2.18K | <0.1% | History |
| Wheeler Real Estate Investment Trust, Inc.963025309 | CPR | 700 | $2.14K | <0.1% | – |
| SYYSysco Corp | Stock | 17 | $1.30K | <0.1% | History |