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 |
|---|---|---|---|---|---|---|---|
| SYKStryker Corp | Stock | 80 | $31.6K | <0.1% | −30−27.3% | Reduced | History |
| iShares Inc464286822 | MSCI MEXICO ETF | 529 | $32.0K | <0.1% | +20+3.9% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 1,339 | $33.9K | <0.1% | 00.0% | Unchanged | – |
| KRPKimbell Royalty Partners, LP | UNIT | 2,459 | $34.3K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 581 | $34.5K | <0.1% | −163−21.9% | Reduced | – |
| AMTAmerican Tower Corp | REIT | 159 | $35.1K | <0.1% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 71 | $35.5K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 27 | $36.2K | <0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 277 | $36.6K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 281 | $37.9K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 708 | $42.3K | <0.1% | −34−4.6% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 61 | $43.2K | <0.1% | −3−4.7% | Reduced | History |
| ORCLOracle Corp | Stock | 200 | $43.7K | <0.1% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 150 | $43.8K | <0.1% | 00.0% | Unchanged | History |
| XELXcel Energy Inc | Stock | 658 | $44.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 598 | $44.8K | <0.1% | −50−7.7% | Reduced | – |
| iShares Tr464288521 | CRE U S REIT ETF | 798 | $45.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 945 | $45.2K | <0.1% | +100+11.8% | Added | – |
| NVDANVIDIA Corp | Stock | 294 | $46.4K | <0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 223 | $46.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 712 | $47.9K | <0.1% | 00.0% | Unchanged | – |
| UTFCohen & Steers Infrastructure Fund Inc | COM | 1,780 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 91 | $48.2K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 960 | $49.7K | <0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 91 | $51.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 652 | $51.3K | <0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 2,292 | $51.3K | <0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 452 | $53.3K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 100 | $53.4K | <0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 541 | $56.1K | <0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 200 | $56.4K | <0.1% | −16−7.4% | Reduced | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 200 | $57.1K | <0.1% | 00.0% | Unchanged | – |
| PNCPNC Financial Services Group, Inc. | Stock | 308 | $57.4K | <0.1% | 00.0% | Unchanged | History |
| FCXFreeport-McMoran Inc | Stock | 1,330 | $57.7K | <0.1% | 00.0% | Unchanged | History |
| NEMNEWMONT Corp | Stock | 990 | $57.7K | <0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 201 | $58.3K | <0.1% | 00.0% | Unchanged | History |
| DNPDNP Select Income Fund Inc | COM | 5,999 | $58.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,033 | $58.9K | <0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 475 | $58.9K | <0.1% | +77+19.3% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,124 | $59.6K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 2,341 | $61.4K | <0.1% | +1,761+303.6% | Added | – |
| TXNTexas Instruments Inc | Stock | 300 | $62.3K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 1,781 | $63.3K | <0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 64 | $63.4K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 144 | $66.7K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W406 | US AI ENHANCED | 591 | $66.8K | <0.1% | −50−7.8% | Reduced | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 2,320 | $67.9K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 2,000 | $69.0K | <0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 2,116 | $69.4K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 673 | $70.7K | <0.1% | 00.0% | Unchanged | History |
| LNKBLINKBANCORP, Inc. | COMMON STOCK | 9,876 | $72.2K | <0.1% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 455 | $72.5K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 417 | $74.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 915 | $74.7K | <0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 612 | $77.0K | <0.1% | −644−51.3% | Reduced | – |
| GEGeneral Electric Co | Stock | 305 | $78.5K | <0.1% | 00.0% | Unchanged | History |
| ROKRockwell Automation, Inc | Stock | 248 | $82.4K | <0.1% | 00.0% | Unchanged | History |
| GRMNGarmin Ltd | SHS | 400 | $83.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,361 | $84.4K | <0.1% | 00.0% | Unchanged | – |
| SLFSun Life Financial Inc | COM | 1,279 | $85.0K | <0.1% | −263−17.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 308 | $86.0K | <0.1% | −30−8.9% | Reduced | History |
| iShares Tr46436E460 | IBONDS DEC 2031 | 4,250 | $87.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 958 | $88.1K | <0.1% | −500−34.3% | Reduced | – |
| VZVerizon Communications Inc | Stock | 2,055 | $88.9K | <0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 915 | $89.4K | <0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 1,982 | $89.8K | <0.1% | −141−6.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 590 | $90.1K | <0.1% | −124−17.4% | Reduced | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $90.3K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $90.6K | <0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 638 | $91.4K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 291 | $92.4K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $93.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 4,218 | $94.3K | <0.1% | −1,127−21.1% | Reduced | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 4,369 | $95.8K | <0.1% | −1,078−19.8% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $96.8K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E593 | IBOND DEC 2030 | 4,937 | $98.0K | <0.1% | −1,196−19.5% | Reduced | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $99.8K | <0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 276 | $101.1K | <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 | – |
| SBUXStarbucks Corp | Stock | 1,140 | $104.5K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,373 | $106.9K | <0.1% | −1,015−18.8% | Reduced | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $112.4K | <0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $113.2K | <0.1% | 00.0% | Unchanged | – |
| PRUPrudential Financial Inc | Stock | 1,103 | $118.5K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $119.3K | <0.1% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $121.0K | <0.1% | 00.0% | Unchanged | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,500 | $127.1K | <0.1% | −200−3.0% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $127.3K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,095 | $131.1K | 0.1% | 00.0% | Unchanged | – |
| VanEck Semiconductor ETF92189F676 | ETF | 484 | $135.0K | 0.1% | +13+2.8% | Added | – |
| iShares Select Dividend ETF464287168 | ETF | 1,017 | $135.1K | 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 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 789 | $139.4K | 0.1% | 00.0% | Unchanged | – |
| KOCoca Cola Co | Stock | 2,013 | $142.4K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,892 | $143.0K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 406 | $144.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,075 | $145.4K | 0.1% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 5,101 | $147.6K | 0.1% | +38+0.8% | Added | History |
| HSYHershey Co | COM | 937 | $155.4K | 0.1% | +1+0.1% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,448 | $159.4K | 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 |