Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
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
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTNXNutanix, Inc. | Stock | 100 | $7.64K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 60 | $7.74K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 77 | $7.91K | <0.1% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 204 | $8.30K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 234 | $8.35K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 326 | $8.64K | <0.1% | 00.0% | Unchanged | – |
| CLColgate Palmolive Co | Stock | 100 | $9.09K | <0.1% | 00.0% | Unchanged | History |
| SKTTanger Inc. | COM | 300 | $9.17K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 75 | $9.20K | <0.1% | −39−34.2% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 168 | $9.31K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $9.43K | <0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 35 | $9.54K | <0.1% | 00.0% | Unchanged | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| CHDNChurchill Downs Inc | COM | 100 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $10.1K | <0.1% | 00.0% | Unchanged | – |
| IMCRImmunocore Holdings plc | ADS | 330 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $10.4K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $10.5K | <0.1% | 00.0% | Unchanged | – |
| COPConocoPhillips | Stock | 122 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $11.1K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $11.4K | <0.1% | 00.0% | Unchanged | – |
| FEFirstenergy Corp | COM | 285 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 80 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $11.6K | <0.1% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 70 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 122 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 200 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 141 | $12.5K | <0.1% | −73−34.1% | Reduced | – |
| QCOMQualcomm Inc | Stock | 80 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 396 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| EXCExelon Corp | Stock | 299 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 200 | $13.1K | <0.1% | 00.0% | Unchanged | – |
| CMECME Group Inc. | COM | 50 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 50 | $13.8K | <0.1% | −10−16.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 75 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 48 | $14.6K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $14.6K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $14.7K | <0.1% | 00.0% | Unchanged | – |
| BPBP PLC | ADR | 500 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 323 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $15.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159 | $15.7K | <0.1% | 00.0% | Unchanged | – |
| TFCTruist Financial Corp | COM | 377 | $16.2K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $16.7K | <0.1% | 00.0% | Unchanged | – |
| EQIXEquinix Inc | COM | 21 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 95 | $16.7K | <0.1% | −56−37.1% | Reduced | History |
| RTXRTX Corp | Stock | 115 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 42 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 100 | $17.2K | <0.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 300 | $17.3K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $17.9K | <0.1% | 00.0% | Unchanged | – |
| NVSNovartis AG | ADR | 150 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| ARCCAres Capital Corp | CEF | 829 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $18.5K | <0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 268 | $18.5K | <0.1% | +2+0.8% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $18.6K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 1,721 | $18.7K | <0.1% | −492−22.2% | Reduced | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $19.0K | <0.1% | 00.0% | Unchanged | – |
| PRGSProgress Software Corp | COM | 300 | $19.2K | <0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $20.3K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 320 | $20.3K | <0.1% | 00.0% | Unchanged | – |
| NEENextera Energy Inc | Stock | 293 | $20.3K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 251 | $20.5K | <0.1% | 00.0% | Unchanged | History |
| MAINMain Street Capital CORP | CEF | 350 | $20.7K | <0.1% | −350−50.0% | Reduced | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 718 | $20.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 150 | $20.8K | <0.1% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 265 | $21.0K | <0.1% | −100−27.4% | Reduced | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 200 | $21.0K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 465 | $21.3K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 1,040 | $22.3K | <0.1% | 00.0% | Unchanged | – |
| HRBH&R Block Inc | COM | 406 | $22.3K | <0.1% | 00.0% | Unchanged | History |
| HLTHilton Worldwide Holdings Inc. | COM | 85 | $22.6K | <0.1% | −15−15.0% | Reduced | History |
| ProShares Tr74349Y837 | SHORT QQQ | 700 | $23.6K | <0.1% | +700 | New | – |
| VLOValero Energy Corp | Stock | 181 | $24.3K | <0.1% | 00.0% | Unchanged | History |
| NADNuveen Quality Municipal Income Fund | COM | 2,174 | $24.5K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 187 | $25.4K | <0.1% | 00.0% | Unchanged | History |
| FLEXFlex Ltd. | Stock | 513 | $25.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 332 | $25.7K | <0.1% | 00.0% | Unchanged | – |
| PPTAPerpetua Resources Corp. | COM | 2,120 | $25.7K | <0.1% | +2,120 | New | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 204 | $27.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 1,200 | $27.5K | <0.1% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 122 | $27.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 1,300 | $29.2K | <0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 76 | $29.5K | <0.1% | 00.0% | Unchanged | History |
| VALValaris Ltd | CL A | 725 | $30.5K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 133 | $30.6K | <0.1% | +133 | New | – |
| SNPSSynopsys Inc | COM | 60 | $30.8K | <0.1% | −5−7.7% | Reduced | History |
| METMetlife Inc | Stock | 385 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 619 | $31.1K | <0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 100 | $31.1K | <0.1% | +2+2.0% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 350 | $31.2K | <0.1% | 00.0% | Unchanged | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 212 | $31.3K | <0.1% | −48−18.5% | Reduced | – |
| TRPTC Energy Corp | COM | 641 | $31.3K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 300 | $31.3K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 150 | $31.6K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2025 (13)
Positions held at the end of Q1 2025 that are gone from this filing.
| 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 |