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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 Growth ETF921932505 | ETF | 10 | $3.96K | <0.1% | 00.0% | Unchanged | – |
| LUVSouthwest Airlines Co | COM | 120 | $3.89K | <0.1% | 00.0% | Unchanged | History |
| ACADAcadia Pharmaceuticals Inc | COM | 180 | $3.88K | <0.1% | 00.0% | Unchanged | History |
| UAAUnder Armour, Inc. | Stock | 566 | $3.87K | <0.1% | 00.0% | Unchanged | History |
| EVRGEvergy, Inc. | Stock | 55 | $3.79K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust31609A305 | ENHANCED LARGE | 101 | $3.74K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 40 | $3.64K | <0.1% | 00.0% | Unchanged | – |
| STWDStarwood Property Trust, Inc. | COM | 180 | $3.61K | <0.1% | 00.0% | Unchanged | History |
| RUMRUM Group Inc. | Stock | 400 | $3.59K | <0.1% | 00.0% | Unchanged | History |
| MRNAModerna, Inc. | Stock | 130 | $3.59K | <0.1% | 00.0% | Unchanged | History |
| SRESempra | Stock | 44 | $3.33K | <0.1% | 00.0% | Unchanged | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 13 | $3.26K | <0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 14 | $3.26K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 43 | $3.19K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287556 | ISHARES BIOTECH | 25 | $3.16K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 27 | $3.02K | <0.1% | 00.0% | Unchanged | – |
| ENPHEnphase Energy, Inc. | Stock | 75 | $2.97K | <0.1% | 00.0% | Unchanged | History |
| HESMHess Midstream LP | CL A SHS | 75 | $2.89K | <0.1% | +75 | New | History |
| MNSTMonster Beverage Corp | COM | 44 | $2.76K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 11 | $2.72K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6 | $2.55K | <0.1% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 25 | $2.52K | <0.1% | −41−62.1% | Reduced | History |
| AESAES Corp | Stock | 227 | $2.39K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 85 | $2.25K | <0.1% | 00.0% | Unchanged | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2.21K | <0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 20 | $1.97K | <0.1% | 00.0% | Unchanged | History |
| ENVXEnovix Corp | COM | 180 | $1.86K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 127 | $1.75K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 15 | $1.70K | <0.1% | −25−62.5% | Reduced | History |
| TELTE Connectivity plc | Stock | 10 | $1.69K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 50 | $1.63K | <0.1% | 00.0% | Unchanged | – |
| WHWyndham Hotels & Resorts, Inc. | COM | 20 | $1.62K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1.45K | <0.1% | 00.0% | Unchanged | – |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 41 | $1.31K | <0.1% | 00.0% | Unchanged | – |
| SNAPSnap Inc | Stock | 150 | $1.30K | <0.1% | 00.0% | Unchanged | History |
| BHFBrighthouse Financial, Inc. | COM | 24 | $1.29K | <0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 5 | $1.19K | <0.1% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 15 | $1.17K | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 5 | $1.15K | <0.1% | −30−85.7% | Reduced | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 68 | $1.14K | <0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2 | $1.14K | <0.1% | 00.0% | Unchanged | – |
| JCIJohnson Controls International plc | Stock | 9 | $951 | <0.1% | 00.0% | Unchanged | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 16 | $937 | <0.1% | 00.0% | Unchanged | History |
| MDTMedtronic plc | Stock | 9 | $785 | <0.1% | 00.0% | Unchanged | History |
| BYNDBeyond Meat, Inc. | COM | 200 | $698 | <0.1% | 00.0% | Unchanged | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 3 | $628 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 7 | $489 | <0.1% | 00.0% | Unchanged | – |
| iShares Future AI & Tech ETF46435U556 | ETF | 11 | $451 | <0.1% | 00.0% | Unchanged | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 15 | $360 | <0.1% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W869 | EUROPE SMCP DV | 5 | $351 | <0.1% | 00.0% | Unchanged | – |
| Paramount Global92556H206 | CL B | 25 | $323 | <0.1% | 00.0% | Unchanged | – |
| JAZZJazz Pharmaceuticals plc | SHS USD | 3 | $318 | <0.1% | 00.0% | Unchanged | History |
| EBSEmergent BioSolutions Inc. | COM | 40 | $255 | <0.1% | 00.0% | Unchanged | History |
| VSHVishay Intertechnology Inc | COM | 15 | $238 | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $212 | <0.1% | 00.0% | Unchanged | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3 | $159 | <0.1% | 00.0% | Unchanged | History |
| NVTnVent Electric plc | SHS | 2 | $147 | <0.1% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 15 | $145 | <0.1% | 00.0% | Unchanged | History |
| VTRSViatris Inc | Stock | 15 | $134 | <0.1% | 00.0% | Unchanged | History |
| PRTAProthena Corp Public Ltd Co | SHS | 10 | $61 | <0.1% | 00.0% | Unchanged | History |
| KSSKOHLS Corp | Stock | 7 | $59 | <0.1% | 00.0% | Unchanged | History |
| AQMSAqua Metals, Inc. | COMM STK | 22 | $11 | <0.1% | 00.0% | Unchanged | History |
| IPIX Corporation44982L103 | ETF | 263 | $1 | <0.1% | +263 | New | – |
| Advanced Battery Technologies Inc00752H102 | COM | 30 | $0 | 0.0% | 00.0% | Unchanged | – |
| NBEVNewAge, Inc. | COM | 100 | $0 | 0.0% | 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 |