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 |
|---|---|---|---|---|---|---|---|
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 46 | $20.3K | <0.1% | 00.0% | Unchanged | History |
| PRGSProgress Software Corp | COM | 300 | $19.2K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 450 | $19.0K | <0.1% | 00.0% | Unchanged | – |
| FFord Motor Co | Stock | 1,721 | $18.7K | <0.1% | −492−22.2% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 600 | $18.6K | <0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 268 | $18.5K | <0.1% | +2+0.8% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 136 | $18.5K | <0.1% | 00.0% | Unchanged | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 210 | $18.4K | <0.1% | 00.0% | Unchanged | – |
| ARCCAres Capital Corp | CEF | 829 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 150 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 451 | $17.9K | <0.1% | 00.0% | Unchanged | – |
| PEverpure, Inc. | CL A | 300 | $17.3K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 100 | $17.2K | <0.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 42 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 115 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 95 | $16.7K | <0.1% | −56−37.1% | Reduced | History |
| EQIXEquinix Inc | COM | 21 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 161 | $16.7K | <0.1% | 00.0% | Unchanged | – |
| TFCTruist Financial Corp | COM | 377 | $16.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159 | $15.7K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 245 | $15.4K | <0.1% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 323 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| NOKNokia Corp | SPONSORED ADR | 2,946 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 158 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| BPBP PLC | ADR | 500 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 200 | $14.7K | <0.1% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 270 | $14.6K | <0.1% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 48 | $14.6K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 208 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 75 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 50 | $13.8K | <0.1% | −10−16.7% | Reduced | History |
| CMECME Group Inc. | COM | 50 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 200 | $13.1K | <0.1% | 00.0% | Unchanged | – |
| EXCExelon Corp | Stock | 299 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 396 | $12.9K | <0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 80 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 141 | $12.5K | <0.1% | −73−34.1% | Reduced | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 200 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 122 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| CAHCardinal Health Inc | Stock | 70 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 46 | $11.6K | <0.1% | 00.0% | Unchanged | – |
| PAYXPaychex Inc | Stock | 80 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 50 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| FEFirstenergy Corp | COM | 285 | $11.5K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 100 | $11.4K | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 222 | $11.1K | <0.1% | 00.0% | Unchanged | – |
| COPConocoPhillips | Stock | 122 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 83 | $10.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 210 | $10.4K | <0.1% | 00.0% | Unchanged | – |
| IMCRImmunocore Holdings plc | ADS | 330 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 75 | $10.1K | <0.1% | 00.0% | Unchanged | – |
| CHDNChurchill Downs Inc | COM | 100 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| MYDBlackRock Muniyield Fund, Inc. | COM | 1,005 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 35 | $9.54K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 180 | $9.43K | <0.1% | 00.0% | Unchanged | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 168 | $9.31K | <0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| DELLDell Technologies Inc. | Stock | 75 | $9.20K | <0.1% | −39−34.2% | Reduced | History |
| SKTTanger Inc. | COM | 300 | $9.17K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 100 | $9.09K | <0.1% | 00.0% | Unchanged | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 326 | $8.64K | <0.1% | 00.0% | Unchanged | – |
| CMCSAComcast Corp | Stock | 234 | $8.35K | <0.1% | 00.0% | Unchanged | History |
| RRCRange Resources Corp | COM | 204 | $8.30K | <0.1% | 00.0% | Unchanged | History |
| PNRPENTAIR plc | SHS | 77 | $7.91K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 60 | $7.74K | <0.1% | 00.0% | Unchanged | History |
| NTNXNutanix, Inc. | Stock | 100 | $7.64K | <0.1% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 69 | $7.29K | <0.1% | +20+40.8% | Added | History |
| ECLEcolab Inc. | Stock | 27 | $7.28K | <0.1% | −5−15.6% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 100 | $6.99K | <0.1% | 00.0% | Unchanged | History |
| iShares MSCI Eafe ETF464287465 | ETF | 77 | $6.88K | <0.1% | 00.0% | Unchanged | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28 | $6.73K | <0.1% | 00.0% | Unchanged | – |
| SOSouthern Co | Stock | 73 | $6.70K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50 | $6.65K | <0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 117 | $6.57K | <0.1% | 00.0% | Unchanged | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 35 | $6.36K | <0.1% | 00.0% | Unchanged | – |
| SCCOSouthern Copper Corp | Stock | 58 | $5.87K | <0.1% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 46 | $5.72K | <0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 30 | $5.68K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 130 | $5.46K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 16 | $5.43K | <0.1% | 00.0% | Unchanged | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 51 | $5.31K | <0.1% | 00.0% | Unchanged | History |
| KMIKinder Morgan, Inc. | Stock | 177 | $5.20K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 30 | $5.17K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 110 | $5.09K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 18 | $4.92K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 201 | $4.87K | <0.1% | 00.0% | Unchanged | History |
| TAPMolson Coors Beverage Co | CL B | 100 | $4.81K | <0.1% | 00.0% | Unchanged | History |
| BKRBaker Hughes Co | CL A | 124 | $4.75K | <0.1% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 39 | $4.73K | <0.1% | 00.0% | Unchanged | – |
| PYPLPayPal Holdings, Inc. | Stock | 63 | $4.68K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288687 | PFD AND INCM SEC | 150 | $4.60K | <0.1% | 00.0% | Unchanged | – |
| ESEversource Energy | Stock | 72 | $4.58K | <0.1% | 00.0% | Unchanged | History |
| PNWPinnacle West Capital Corp | COM | 50 | $4.47K | <0.1% | 00.0% | Unchanged | History |
| Global X Uranium ETF37954Y871 | ETF | 115 | $4.46K | <0.1% | −25−17.9% | Reduced | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 20 | $4.35K | <0.1% | 00.0% | Unchanged | – |
| SCIService Corp International | COM | 53 | $4.31K | <0.1% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 78 | $4.31K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15 | $4.20K | <0.1% | 00.0% | Unchanged | – |
| UAUnder Armour, Inc. | CL C | 639 | $4.15K | <0.1% | 00.0% | Unchanged | History |
| OCOwens Corning | Stock | 30 | $4.13K | <0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 44 | $4.11K | <0.1% | 00.0% | Unchanged | History |
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 |