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 |
|---|---|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 200 | $28.0K | <0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 122 | $28.2K | <0.1% | 00.0% | Unchanged | History |
| VALValaris Ltd | CL A | 725 | $28.5K | <0.1% | +725 | New | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $28.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 1,300 | $29.1K | <0.1% | +1,300 | New | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 300 | $29.8K | <0.1% | −200−40.0% | Reduced | – |
| TRPTC Energy Corp | COM | 641 | $30.3K | <0.1% | +641 | New | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 751 | $30.4K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 619 | $30.9K | <0.1% | +250+67.8% | Added | – |
| METMetlife Inc | Stock | 385 | $30.9K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,339 | $31.4K | <0.1% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 294 | $31.9K | <0.1% | −47−13.8% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 365 | $32.8K | <0.1% | −168−31.5% | Reduced | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 260 | $34.1K | <0.1% | −200−43.5% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $34.3K | <0.1% | 00.0% | Unchanged | – |
| KRPKimbell Royalty Partners, LP | UNIT | 2,459 | $34.4K | <0.1% | +2,459 | New | History |
| AMTAmerican Tower Corp | REIT | 159 | $34.6K | <0.1% | +109+218.0% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 64 | $35.0K | <0.1% | +49+326.7% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 71 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 223 | $38.0K | <0.1% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 398 | $39.3K | <0.1% | −124−23.8% | Reduced | History |
| MAINMain Street Capital CORP | CEF | 700 | $39.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B291 | A RATE CP BD ETF | 845 | $40.2K | <0.1% | +80+10.5% | Added | – |
| SYKStryker Corp | Stock | 110 | $40.9K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 277 | $41.5K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 744 | $42.3K | <0.1% | +331+80.1% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $43.2K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 742 | $44.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 648 | $44.4K | <0.1% | +648 | New | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 1,780 | $45.5K | <0.1% | +972+120.3% | Added | History |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $46.0K | <0.1% | 00.0% | Unchanged | – |
| XELXcel Energy Inc | Stock | 658 | $46.6K | <0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 150 | $46.9K | <0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 990 | $47.8K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 100 | $48.4K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 201 | $49.3K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 91 | $49.9K | <0.1% | −17−15.7% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $50.4K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 652 | $51.0K | <0.1% | −43−6.2% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 98 | $51.2K | <0.1% | −36−26.9% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 200 | $51.4K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 2,292 | $52.0K | <0.1% | +500+27.9% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,033 | $52.5K | <0.1% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 300 | $53.9K | <0.1% | +300 | New | History |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $54.1K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 452 | $55.1K | <0.1% | +17+3.9% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,124 | $55.6K | <0.1% | 00.0% | Unchanged | – |
| GISGeneral Mills Inc | Stock | 960 | $57.4K | <0.1% | −157−14.1% | Reduced | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $59.0K | <0.1% | 00.0% | Unchanged | – |
| AEPAmerican Electric Power Co Inc | Stock | 541 | $59.1K | <0.1% | 00.0% | Unchanged | History |
| DNPDNP Select Income Fund Inc | COM | 5,999 | $59.3K | <0.1% | +205+3.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 64 | $60.5K | <0.1% | −24−27.3% | Reduced | History |
| iShares S&P 100 ETF464287101 | ETF | 224 | $60.7K | <0.1% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 305 | $61.0K | <0.1% | −66−17.8% | Reduced | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,000 | $62.0K | <0.1% | 00.0% | Unchanged | – |
| APDAir Products & Chemicals, Inc. | Stock | 216 | $63.7K | <0.1% | −4−1.8% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 248 | $64.1K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 144 | $64.3K | <0.1% | −23−13.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 417 | $65.1K | <0.1% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 2,116 | $65.6K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $66.4K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 2,320 | $67.0K | <0.1% | −200−7.9% | Reduced | – |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 9,876 | $67.0K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 1,086 | $69.2K | <0.1% | +1,086 | New | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 641 | $70.4K | <0.1% | 00.0% | Unchanged | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 915 | $72.1K | <0.1% | −20−2.1% | Reduced | – |
| PLDPrologis, Inc. | REIT | 673 | $75.2K | <0.1% | +250+59.1% | Added | History |
| TSLATesla, Inc. | Stock | 291 | $75.4K | <0.1% | −24−7.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 455 | $77.5K | <0.1% | +300+193.5% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $79.4K | <0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 915 | $80.3K | <0.1% | −103−10.1% | Reduced | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $84.7K | <0.1% | 00.0% | Unchanged | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $85.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E460 | IBONDS DEC 2031 | 4,250 | $86.4K | <0.1% | +4,250 | New | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,078 | $86.6K | <0.1% | −46−4.1% | Reduced | – |
| GRMNGarmin Ltd | SHS | 400 | $86.9K | <0.1% | 00.0% | Unchanged | History |
| SLFSun Life Financial Inc | COM | 1,542 | $88.3K | <0.1% | +2+0.1% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $89.5K | <0.1% | −7−1.5% | Reduced | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $90.8K | <0.1% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 2,055 | $93.2K | <0.1% | +4+0.2% | Added | History |
| ENBEnbridge Inc | Stock | 2,123 | $94.1K | <0.1% | +1,879+770.1% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 471 | $99.6K | <0.1% | −1,478−75.8% | Reduced | – |
| HDHome Depot, Inc. | Stock | 276 | $101.0K | <0.1% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $104.5K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 338 | $105.3K | <0.1% | +115+51.6% | Added | History |
| CVXChevron Corp | Stock | 638 | $106.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $108.3K | <0.1% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 1,140 | $111.8K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $114.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $115.3K | <0.1% | −23−0.9% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,745 | $116.7K | <0.1% | 00.0% | Unchanged | – |
| JNJJohnson & Johnson | Stock | 714 | $118.5K | 0.1% | +101+16.5% | Added | History |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 5,447 | $118.6K | 0.1% | +5,447 | New | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 5,345 | $118.9K | 0.1% | +5,345 | New | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,388 | $119.0K | 0.1% | 00.0% | Unchanged | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $119.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E593 | IBOND DEC 2030 | 6,133 | $120.6K | 0.1% | +6,133 | New | – |
| PRUPrudential Financial Inc | Stock | 1,103 | $123.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 1,458 | $124.0K | 0.1% | −176−10.8% | Reduced | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,095 | $125.0K | 0.1% | +594+39.6% | Added | – |
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 |