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 |
|---|---|---|---|---|---|---|---|
| OXYOccidental Petroleum Corp | Stock | 130 | $6.42K | <0.1% | −70−35.0% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 110 | $6.71K | <0.1% | +100+1,000.0% | Added | History |
| SOSouthern Co | Stock | 73 | $6.71K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 77 | $6.74K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 30 | $6.87K | <0.1% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 42 | $6.96K | <0.1% | 00.0% | Unchanged | History |
| NTNXNutanix, Inc. | Stock | 100 | $6.98K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 66 | $7.26K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $7.35K | <0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 32 | $8.11K | <0.1% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 204 | $8.15K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 35 | $8.21K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 60 | $8.53K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 234 | $8.63K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 122 | $8.87K | <0.1% | +122 | New | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $8.97K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 326 | $9.12K | <0.1% | +101+44.9% | Added | – |
| CLColgate Palmolive Co | Stock | 100 | $9.37K | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 35 | $9.39K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $9.46K | <0.1% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $9.50K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $9.60K | <0.1% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 70 | $9.64K | <0.1% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 330 | $9.79K | <0.1% | +330 | New | History |
| AVGOBroadcom Inc. | Stock | 60 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| SKTTanger Inc. | COM | 300 | $10.1K | <0.1% | +300 | New | History |
| DELLDell Technologies Inc. | Stock | 114 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 200 | $10.5K | <0.1% | −112−35.9% | Reduced | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $11.0K | <0.1% | 00.0% | Unchanged | – |
| CHDNChurchill Downs Inc | COM | 100 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 285 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 396 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 80 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 80 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 122 | $12.8K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $12.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 200 | $12.8K | <0.1% | +200 | New | – |
| CMECME Group Inc. | COM | 50 | $13.3K | <0.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 300 | $13.3K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 323 | $13.5K | <0.1% | −190−37.0% | Reduced | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $13.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 580 | $13.7K | <0.1% | +580 | New | – |
| EXCExelon Corp | Stock | 299 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 48 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $14.3K | <0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $14.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $15.1K | <0.1% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 115 | $15.2K | <0.1% | −126−52.3% | Reduced | History |
| PRGSProgress Software Corp | COM | 300 | $15.5K | <0.1% | +300 | New | History |
| TFCTruist Financial Corp | COM | 377 | $15.5K | <0.1% | 00.0% | Unchanged | History |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $15.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159 | $15.7K | <0.1% | −942−85.6% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 75 | $15.7K | <0.1% | −20−21.1% | Reduced | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $16.7K | <0.1% | 00.0% | Unchanged | – |
| NVSNovartis AG | ADR | 150 | $16.7K | <0.1% | +150 | New | History |
| BPBP PLC | ADR | 500 | $16.9K | <0.1% | 00.0% | Unchanged | History |
| FLEXFlex Ltd. | Stock | 513 | $17.0K | <0.1% | +513 | New | History |
| EQIXEquinix Inc | COM | 21 | $17.1K | <0.1% | +21 | New | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $17.6K | <0.1% | 00.0% | Unchanged | – |
| TMToyota Motor Corp | ADS | 100 | $17.7K | <0.1% | +100 | New | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 214 | $17.8K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $17.8K | <0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 266 | $18.0K | <0.1% | −7−2.6% | Reduced | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $18.1K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $18.2K | <0.1% | 00.0% | Unchanged | – |
| ARCCAres Capital Corp | CEF | 829 | $18.4K | <0.1% | 00.0% | Unchanged | History |
| TYTRI-CONTINENTAL Corp | COM | 600 | $18.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $18.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 205 | $18.6K | <0.1% | +205 | New | – |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 320 | $18.6K | <0.1% | +320 | New | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $19.3K | <0.1% | 00.0% | Unchanged | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $19.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 200 | $19.7K | <0.1% | −88−30.6% | Reduced | – |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $20.1K | <0.1% | 00.0% | Unchanged | – |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 200 | $20.7K | <0.1% | +200 | New | – |
| NEENextera Energy Inc | Stock | 293 | $20.8K | <0.1% | +200+215.1% | Added | History |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 1,040 | $20.9K | <0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 42 | $20.9K | <0.1% | −2−4.5% | Reduced | History |
| FFord Motor Co | Stock | 2,213 | $22.2K | <0.1% | +23+1.1% | Added | History |
| HRBH&R Block Inc | COM | 406 | $22.3K | <0.1% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 100 | $22.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 332 | $23.2K | <0.1% | −36−9.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 151 | $23.4K | <0.1% | +126+504.0% | Added | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 204 | $23.6K | <0.1% | 00.0% | Unchanged | – |
| VLOValero Energy Corp | Stock | 181 | $23.9K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $24.1K | <0.1% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 187 | $24.8K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 251 | $24.9K | <0.1% | 00.0% | Unchanged | History |
| NADNuveen Quality Municipal Income Fund | COM | 2,174 | $25.0K | <0.1% | +941+76.3% | Added | History |
| CATCaterpillar Inc | Stock | 76 | $25.1K | <0.1% | −16−17.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 27 | $25.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286822 | MSCI MEXICO ETF | 509 | $25.9K | <0.1% | −190−27.2% | Reduced | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 1,200 | $27.5K | <0.1% | +1,200 | New | – |
| GEVGE Vernova Inc. | Stock | 91 | $27.8K | <0.1% | −10−9.9% | Reduced | History |
| SNPSSynopsys Inc | COM | 65 | $27.9K | <0.1% | 00.0% | Unchanged | History |
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 |