Lowe Wealth Advisors, LLC

SEC CIK: 0001574010
Latest filing: Oct 16, 2025

SEC filings (opens in a new tab)

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 8, 2025. Long positions only; changes compare share counts with Q1 2025.

Positions: 365; −7 vs. Q1 2025
Portfolio value: $256.2M; +$20.8M (+8.8%) vs. Q1 2025
Filed: Jul 8, 2025; SEC

Holdings of Lowe Wealth Advisors, LLC in Q2 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
SPYSPDR S&P 500 ETF Trust	ETF	127,304	$78.7M	30.7%	+338+0.3%	Added	History
Invesco QQQ Trust Series I46090E103	ETF	44,516	$24.6M	9.6%	−84−0.2%	Reduced	–
iShares MSCI USA Min Vol Factor ETF46429B697	ETF	220,433	$20.7M	8.1%	+1,454+0.7%	Added	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	164,563	$13.1M	5.1%	+9,348+6.0%	Added	–
SPDR Series Trust78468R101	ST SHO TREAS ETF	426,638	$12.5M	4.9%	+30,812+7.8%	Added	–
IAUiShares Gold Trust	ETF	167,487	$10.4M	4.1%	+262+0.2%	Added	History
Listed FDS Tr53656F623	HORI KI INFL ETF	245,118	$10.3M	4.0%	+9,788+4.2%	Added	–
JPMorgan Ultra-Short Income ETF46641Q837	ETF	200,946	$10.2M	4.0%	+3,469+1.8%	Added	–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	83,177	$8.36M	3.3%	+1,899+2.3%	Added	–
J P Morgan Exchange Traded F46641Q332	EQUITY PREMIUM	115,741	$6.58M	2.6%	+2,782+2.5%	Added	–
iShares Tr464287846	DOW JONES US ETF	33,909	$5.12M	2.0%	−107−0.3%	Reduced	–
iShares Tr46435G524	INTL DIV GRWTH	63,145	$4.98M	1.9%	+16,458+35.3%	Added	–
Vanguard High Dividend Yield Index ETF921946406	ETF	30,727	$4.10M	1.6%	+1,652+5.7%	Added	–
Global X FDS37954Y830	GLOBAL X COPPER	57,406	$2.58M	1.0%	+3,234+6.0%	Added	–
VanEck ETF Trust92189F106	GOLD MINERS ETF	49,141	$2.56M	1.0%	+1,886+4.0%	Added	–
MDYSPDR S&P Midcap 400 ETF Trust	ETF	4,335	$2.46M	1.0%	−27−0.6%	Reduced	History
SPDR Index Shs FDS78463X855	S&P GBLINF ETF	28,112	$1.89M	0.7%	+10,197+56.9%	Added	–
MSFTMicrosoft Corp	Stock	2,998	$1.49M	0.6%	−23−0.8%	Reduced	History
AB Active ETFs Inc00039J103	ULTRA SHORT INCM	27,611	$1.40M	0.5%	+1,101+4.2%	Added	–
iShares Tr464287689	RUSSELL 3000 ETF	3,785	$1.33M	0.5%	−25−0.7%	Reduced	–
Vanguard Whitehall FDS921946794	INTL HIGH ETF	16,339	$1.31M	0.5%	+6,779+70.9%	Added	–
Invesco Exch Traded FD Tr II46138E727	RAFI EMRGNG MRKT	53,229	$1.25M	0.5%	+200+0.4%	Added	–
J P Morgan Exchange Traded F46641Q274	SHORT DURA CORE	23,716	$1.13M	0.4%	−10.0%	Reduced	–
Invesco Exch Traded FD Tr II46138E743	RAFI DVLPD MRKTS	19,174	$1.10M	0.4%	+1,490+8.4%	Added	–
WisdomTree Tr97717W422	INDIA ERNGS FD	23,092	$1.10M	0.4%	+2,168+10.4%	Added	–
MKCMcCormick & Co Inc	Stock	13,921	$1.06M	0.4%	+30.0%	Added	History
ProShares Tr74348A467	S&P 500 DV ARIST	10,377	$1.04M	0.4%	−9,013−46.5%	Reduced	–
Pacer US Cash Cows 100 ETF69374H881	ETF	17,456	$961.8K	0.4%	−115−0.7%	Reduced	–
T Rowe Price Exchange-Traded87283Q867	CAP APPRECIATION	25,774	$909.3K	0.4%	+7,402+40.3%	Added	–
AAPLApple Inc.	Stock	4,319	$886.1K	0.3%	−50−1.1%	Reduced	History
T Rowe Price ETF Inc87283Q784	CAPITAL APPRECIA	35,553	$878.2K	0.3%	+35,553	New	–
VanEck ETF Trust92189H730	MORNINGSTAR SMID	19,892	$692.2K	0.3%	−532−2.6%	Reduced	–
State Street Energy Select Sector SPDR ETF81369Y506	ETF	7,995	$678.0K	0.3%	−15,801−66.4%	Reduced	–
iShares Inc464286319	EM MKTS DIV ETF	22,725	$651.1K	0.3%	+500+2.2%	Added	–
Vanguard Dividend Appreciation ETF921908844	ETF	3,162	$647.2K	0.3%	−148−4.5%	Reduced	–
VanEck ETF Trust92189H748	CLO ETF	10,411	$551.3K	0.2%	+442+4.4%	Added	–
XOMExxonMobil Holdings Corp	COM	4,934	$531.9K	0.2%	−38−0.8%	Reduced	History
METAMeta Platforms, Inc.	Stock	702	$518.1K	0.2%	00.0%	Unchanged	History
Vanguard Real Estate ETF922908553	ETF	5,004	$445.7K	0.2%	+1,148+29.8%	Added	–
AEEAmeren Corp	COM	4,138	$397.4K	0.2%	00.0%	Unchanged	History
ADPAutomatic Data Processing Inc	Stock	1,215	$374.7K	0.1%	00.0%	Unchanged	History
iShares Tr464288661	3 7 YR TREAS BD	3,114	$370.8K	0.1%	+3,074+7,685.0%	Added	–
iShares Core MSCI Eafe ETF46432F842	ETF	4,397	$367.1K	0.1%	+100+2.3%	Added	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	3,819	$350.3K	0.1%	+438+13.0%	Added	–
TJXTJX Companies Inc	Stock	2,402	$296.6K	0.1%	00.0%	Unchanged	History
iShares Core High Dividend ETF46429B663	ETF	2,510	$294.1K	0.1%	00.0%	Unchanged	–
IBMInternational Business Machines Corp	Stock	980	$288.9K	0.1%	00.0%	Unchanged	History
iShares Core MSCI Emerging Markets ETF46434G103	ETF	4,800	$288.1K	0.1%	+270+6.0%	Added	–
BRK.BBerkshire Hathaway Inc	Stock	574	$278.8K	0.1%	−15−2.5%	Reduced	History
Schwab International Equity ETF808524805	ETF	12,553	$277.4K	0.1%	00.0%	Unchanged	–
PPLPPL Corp	COM	8,004	$271.3K	0.1%	00.0%	Unchanged	History
Vanguard Morningstar Total Stock Market ETF922908769	ETF	782	$237.7K	0.1%	+80+11.4%	Added	–
MPCMarathon Petroleum Corp	Stock	1,421	$236.0K	0.1%	00.0%	Unchanged	History
J P Morgan Exchange Traded F46641Q134	INTRNL RES EQT	3,226	$228.3K	0.1%	+2,140+197.1%	Added	–
UTGReaves Utility Income Fund	COM SH BEN INT	6,250	$226.1K	0.1%	+100+1.6%	Added	History
AMZNAmazon Com Inc	Stock	970	$212.8K	0.1%	−5−0.5%	Reduced	History
VanEck Morningstar Wide Moat ETF92189F643	ETF	2,134	$200.1K	0.1%	−350−14.1%	Reduced	–
iShares Core S&P 500 ETF464287200	ETF	309	$191.9K	0.1%	00.0%	Unchanged	–
BMIBadger Meter Inc	COM	780	$191.1K	0.1%	00.0%	Unchanged	History
Vanguard Morningstar Growth ETF922908736	ETF	429	$188.1K	0.1%	00.0%	Unchanged	–
PEGPublic Service Enterprise Group Inc	COM	2,044	$172.1K	0.1%	00.0%	Unchanged	History
Vanguard Whitehall FDS921946810	INTL DVD ETF	1,876	$169.1K	0.1%	00.0%	Unchanged	–
iShares Tr464288570	ESG MSCI KLD ETF	1,388	$161.2K	0.1%	00.0%	Unchanged	–
iShares Tr46434V696	CORE MSCI PAC	2,325	$159.7K	0.1%	00.0%	Unchanged	–
iShares S&P 100 ETF464287101	ETF	524	$159.5K	0.1%	+300+133.9%	Added	–
iShares S&P 500 Growth ETF464287309	ETF	1,448	$159.4K	0.1%	00.0%	Unchanged	–
HSYHershey Co	COM	937	$155.4K	0.1%	+1+0.1%	Added	History
TAT&T Inc.	Stock	5,101	$147.6K	0.1%	+38+0.8%	Added	History
iShares Tr46435G425	ESG AWR MSCI USA	1,075	$145.4K	0.1%	00.0%	Unchanged	–
VVisa Inc.	Stock	406	$144.2K	0.1%	00.0%	Unchanged	History
Vanguard Ftse Emerging Markets ETF922042858	ETF	2,892	$143.0K	0.1%	00.0%	Unchanged	–
KOCoca Cola Co	Stock	2,013	$142.4K	0.1%	00.0%	Unchanged	History
Vanguard Morningstar Value ETF922908744	ETF	789	$139.4K	0.1%	00.0%	Unchanged	–
Vanguard Intl Equity Index F922042676	GLB EX US ETF	3,004	$138.6K	0.1%	+2,253+300.0%	Added	–
iShares Select Dividend ETF464287168	ETF	1,017	$135.1K	0.1%	00.0%	Unchanged	–
VanEck Semiconductor ETF92189F676	ETF	484	$135.0K	0.1%	+13+2.8%	Added	–
J P Morgan Exchange Traded F46654Q724	HEDG EQU LAD ETF	2,095	$131.1K	0.1%	00.0%	Unchanged	–
iShares Tr464287234	MSCI EMG MKT ETF	2,640	$127.3K	<0.1%	00.0%	Unchanged	–
Kraneshares Tr500767736	QUADRTC INT RT	6,500	$127.1K	<0.1%	−200−3.0%	Reduced	–
LYVLive Nation Entertainment, Inc.	COM	800	$121.0K	<0.1%	00.0%	Unchanged	History
BRBroadridge Financial Solutions, Inc.	Stock	491	$119.3K	<0.1%	00.0%	Unchanged	History
PRUPrudential Financial Inc	Stock	1,103	$118.5K	<0.1%	00.0%	Unchanged	History
iShares Core S&P Small Cap ETF464287804	ETF	1,036	$113.2K	<0.1%	00.0%	Unchanged	–
SPDR Series Trust78464A292	ST STR PFD ETF	3,538	$112.4K	<0.1%	00.0%	Unchanged	–
Schwab U.S. Large-Cap ETF808524201	ETF	4,373	$106.9K	<0.1%	−1,015−18.8%	Reduced	–
SBUXStarbucks Corp	Stock	1,140	$104.5K	<0.1%	00.0%	Unchanged	History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409	ETF	1,078	$102.8K	<0.1%	00.0%	Unchanged	–
HDHome Depot, Inc.	Stock	276	$101.1K	<0.1%	00.0%	Unchanged	History
iShares MSCI Acwi Ex U.S. ETF464288240	ETF	1,638	$99.8K	<0.1%	00.0%	Unchanged	–
iShares Tr46436E593	IBOND DEC 2030	4,937	$98.0K	<0.1%	−1,196−19.5%	Reduced	–
iShares Russell 2000 ETF464287655	ETF	449	$96.8K	<0.1%	00.0%	Unchanged	–
iShares Tr46436E825	IBONDS 29 TRM TS	4,369	$95.8K	<0.1%	−1,078−19.8%	Reduced	–
iShares Tr46436E833	IBONDS 28 TRM TS	4,218	$94.3K	<0.1%	−1,127−21.1%	Reduced	–
SPDR Index Shs FDS78463X848	ST STR ACWI ETF	2,864	$93.5K	<0.1%	00.0%	Unchanged	–
TSLATesla, Inc.	Stock	291	$92.4K	<0.1%	00.0%	Unchanged	History
CVXChevron Corp	Stock	638	$91.4K	<0.1%	00.0%	Unchanged	History
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	400	$90.6K	<0.1%	00.0%	Unchanged	History
CEFSprott Physical Gold & Silver Trust	PHYSICAL GOLD AN	3,000	$90.3K	<0.1%	00.0%	Unchanged	History
JNJJohnson & Johnson	Stock	590	$90.1K	<0.1%	−124−17.4%	Reduced	History
ENBEnbridge Inc	Stock	1,982	$89.8K	<0.1%	−141−6.6%	Reduced	History

Sold out since Q1 2025 (13)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q1 2025
Security	Class	Shares in Q1 2025	Value in Q1 2025	% of portfolio in Q1 2025	History
iShares Tr46434V407	0-5YR HI YL CP	2,745	$116.7K	<0.1%	–
iShares Tr46429B747	0-5 YR TIPS ETF	200	$20.7K	<0.1%	–
iShares Tr464288281	JPMORGAN USD EMG	205	$18.6K	<0.1%	–
TYTRI-CONTINENTAL Corp	COM	600	$18.4K	<0.1%	History
LLYEli Lilly & Co	Stock	6	$4.96K	<0.1%	History
iShares Tr464287515	EXPANDED TECH	50	$4.45K	<0.1%	–
Vanguard Scottsdale FDS92206C664	VNG RUS2000IDX	54	$4.36K	<0.1%	–
CMGChipotle Mexican Grill Inc	COM	50	$2.51K	<0.1%	History
MASMasco Corp	COM	34	$2.36K	<0.1%	History
SHWSherwin Williams Co	COM	6	$2.10K	<0.1%	History
CRLCharles River Laboratories International, Inc.	COM	11	$1.66K	<0.1%	History
POOLPool Corp	COM	5	$1.59K	<0.1%	History
WBAWalgreens Boots Alliance, Inc.	COM	50	$559	<0.1%	History