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Livermore
Livermore
ZHEN

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.

Institution overview
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
SecurityClassSharesValue% of portfolioShare changeActionHistory
WMTWalmart Inc.Stock915$89.4K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,055$88.9K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF958$88.1K<0.1%−500−34.3%Reduced–
iShares Tr46436E460IBONDS DEC 20314,250$87.1K<0.1%00.0%Unchanged–
AMGNAmgen IncStock308$86.0K<0.1%−30−8.9%ReducedHistory
SLFSun Life Financial IncCOM1,279$85.0K<0.1%−263−17.1%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,361$84.4K<0.1%00.0%Unchanged–
GRMNGarmin LtdSHS400$83.5K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$82.4K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock305$78.5K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO612$77.0K<0.1%−644−51.3%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF915$74.7K<0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock417$74.0K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock455$72.5K<0.1%00.0%UnchangedHistory
LNKBLINKBANCORP, Inc.COMMON STOCK9,876$72.2K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT673$70.7K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF2,116$69.4K<0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF2,000$69.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F437FALLEN ANGEL HG2,320$67.9K<0.1%00.0%Unchanged–
WisdomTree Tr97717W406US AI ENHANCED591$66.8K<0.1%−50−7.8%Reduced–
LMTLockheed Martin CorpStock144$66.7K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock64$63.4K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF1,781$63.3K<0.1%00.0%Unchanged–
TXNTexas Instruments IncStock300$62.3K<0.1%00.0%UnchangedHistory
iShares Tr464287390LATN AMER 40 ETF2,341$61.4K<0.1%+1,761+303.6%Added–
Schwab U.S. Mid-Cap ETF808524508ETF2,124$59.6K<0.1%00.0%Unchanged–
DISWalt Disney CoStock475$58.9K<0.1%+77+19.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,033$58.9K<0.1%00.0%Unchanged–
DNPDNP Select Income Fund IncCOM5,999$58.7K<0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock201$58.3K<0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock990$57.7K<0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock1,330$57.7K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock308$57.4K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF200$57.1K<0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock200$56.4K<0.1%−16−7.4%ReducedHistory
AEPAmerican Electric Power Co IncStock541$56.1K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM100$53.4K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock452$53.3K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,292$51.3K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF652$51.3K<0.1%00.0%Unchanged–
MAMastercard IncStock91$51.1K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock960$49.7K<0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock91$48.2K<0.1%00.0%UnchangedHistory
UTFCohen & Steers Infrastructure Fund IncCOM1,780$48.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF712$47.9K<0.1%00.0%Unchanged–
BABoeing CoStock223$46.7K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock294$46.4K<0.1%00.0%UnchangedHistory
iShares Tr46429B291A RATE CP BD ETF945$45.2K<0.1%+100+11.8%Added–
iShares Tr464288521CRE U S REIT ETF798$45.1K<0.1%00.0%Unchanged–
iShares Inc46434G822MSCI JAPAN ETF598$44.8K<0.1%−50−7.7%Reduced–
XELXcel Energy IncStock658$44.8K<0.1%00.0%UnchangedHistory
MCDMcDonalds CorpStock150$43.8K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock200$43.7K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock61$43.2K<0.1%−3−4.7%ReducedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS708$42.3K<0.1%−34−4.6%Reduced–
iShares Tr464287150CORE S&P TTL STK281$37.9K<0.1%00.0%Unchanged–
PEPPepsiCo IncStock277$36.6K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock27$36.2K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock71$35.5K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT159$35.1K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF581$34.5K<0.1%−163−21.9%Reduced–
KRPKimbell Royalty Partners, LPUNIT2,459$34.3K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF1,339$33.9K<0.1%00.0%Unchanged–
iShares Inc464286822MSCI MEXICO ETF529$32.0K<0.1%+20+3.9%Added–
SYKStryker CorpStock80$31.6K<0.1%−30−27.3%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF150$31.6K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE300$31.3K<0.1%00.0%Unchanged–
State Street Industrial Select Sector SPDR ETF81369Y704ETF212$31.3K<0.1%−48−18.5%Reduced–
TRPTC Energy CorpCOM641$31.3K<0.1%00.0%UnchangedHistory
iShares Tr46435G516ESG AW MSCI EAFE350$31.2K<0.1%00.0%Unchanged–
UNHUnitedHealth Group IncStock100$31.1K<0.1%+2+2.0%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX619$31.1K<0.1%00.0%Unchanged–
METMetlife IncStock385$31.0K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM60$30.8K<0.1%−5−7.7%ReducedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF133$30.6K<0.1%+133New–
VALValaris LtdCL A725$30.5K<0.1%00.0%UnchangedHistory
CATCaterpillar IncStock76$29.5K<0.1%00.0%UnchangedHistory
iShares Tr46436E841IBONDS 27 TRM TS1,300$29.2K<0.1%00.0%Unchanged–
WMWaste Management IncStock122$27.9K<0.1%00.0%UnchangedHistory
iShares Tr46436E858IBONDS 26 TRM TS1,200$27.5K<0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF204$27.4K<0.1%00.0%Unchanged–
PPTAPerpetua Resources Corp.COM2,120$25.7K<0.1%+2,120NewHistory
iShares Core MSCI Total International Stock ETF46432F834ETF332$25.7K<0.1%00.0%Unchanged–
FLEXFlex Ltd.Stock513$25.6K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock187$25.4K<0.1%00.0%UnchangedHistory
NADNuveen Quality Municipal Income FundCOM2,174$24.5K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock181$24.3K<0.1%00.0%UnchangedHistory
ProShares Tr74349Y837SHORT QQQ700$23.6K<0.1%+700New–
HLTHilton Worldwide Holdings Inc.COM85$22.6K<0.1%−15−15.0%ReducedHistory
HRBH&R Block IncCOM406$22.3K<0.1%00.0%UnchangedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1,040$22.3K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT465$21.3K<0.1%00.0%Unchanged–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX200$21.0K<0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock265$21.0K<0.1%−100−27.4%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF150$20.8K<0.1%00.0%Unchanged–
HMCHonda Motor Co LtdADR ECH CNV IN 3718$20.7K<0.1%00.0%UnchangedHistory
MAINMain Street Capital CORPCEF350$20.7K<0.1%−350−50.0%ReducedHistory
OKEONEOK IncCOM251$20.5K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock293$20.3K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W703INTL EQUITY FD320$20.3K<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.

Positions of Lowe Wealth Advisors, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
iShares Tr46434V4070-5YR HI YL CP2,745$116.7K<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF200$20.7K<0.1%–
iShares Tr464288281JPMORGAN USD EMG205$18.6K<0.1%–
TYTRI-CONTINENTAL CorpCOM600$18.4K<0.1%History
LLYEli Lilly & CoStock6$4.96K<0.1%History
iShares Tr464287515EXPANDED TECH50$4.45K<0.1%–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX54$4.36K<0.1%–
CMGChipotle Mexican Grill IncCOM50$2.51K<0.1%History
MASMasco CorpCOM34$2.36K<0.1%History
SHWSherwin Williams CoCOM6$2.10K<0.1%History
CRLCharles River Laboratories International, Inc.COM11$1.66K<0.1%History
POOLPool CorpCOM5$1.59K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM50$559<0.1%History