Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 16, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 395
- +30 vs. Q2 2025
- Portfolio value
- $274.0M
- +$17.8M (+6.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 125,140 | $83.4M | 30.4% | −2,164−1.7% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,139 | $26.5M | 9.7% | −377−0.8% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 217,277 | $20.7M | 7.5% | −3,156−1.4% | Reduced | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 167,286 | $13.4M | 4.9% | +2,723+1.7% | Added | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 443,942 | $13.0M | 4.8% | +17,304+4.1% | Added | – |
| IAUiShares Gold Trust | ETF | 165,174 | $12.0M | 4.4% | −2,313−1.4% | Reduced | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 250,770 | $11.2M | 4.1% | +5,652+2.3% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 196,281 | $9.96M | 3.6% | −4,665−2.3% | Reduced | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 82,210 | $8.28M | 3.0% | −967−1.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 114,096 | $6.51M | 2.4% | −1,645−1.4% | Reduced | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 71,336 | $5.68M | 2.1% | +8,191+13.0% | Added | – |
| iShares Tr464287846 | DOW JONES US ETF | 32,670 | $5.31M | 1.9% | −1,239−3.7% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 31,073 | $4.38M | 1.6% | +346+1.1% | Added | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 49,221 | $3.76M | 1.4% | +80+0.2% | Added | – |
| Global X FDS37954Y830 | GLOBAL X COPPER | 57,079 | $3.41M | 1.2% | −327−0.6% | Reduced | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 38,266 | $2.66M | 1.0% | +10,154+36.1% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,351 | $2.59M | 0.9% | +16+0.4% | Added | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 24,609 | $2.08M | 0.8% | +8,270+50.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,978 | $1.54M | 0.6% | −20−0.7% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 54,559 | $1.39M | 0.5% | +1,330+2.5% | Added | – |
| T Rowe Price ETF Inc87283Q784 | CAPITAL APPRECIA | 56,823 | $1.39M | 0.5% | +21,270+59.8% | Added | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 27,174 | $1.38M | 0.5% | −437−1.6% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,512 | $1.33M | 0.5% | −273−7.2% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,394 | $1.20M | 0.4% | +5,399+67.5% | Added | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 11,509 | $1.19M | 0.4% | +1,132+10.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 18,951 | $1.16M | 0.4% | −223−1.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 24,291 | $1.16M | 0.4% | +575+2.4% | Added | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 19,921 | $1.14M | 0.4% | +2,465+14.1% | Added | – |
| AAPLApple Inc. | Stock | 4,299 | $1.09M | 0.4% | −20−0.5% | Reduced | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 24,112 | $1.07M | 0.4% | +1,020+4.4% | Added | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 26,988 | $1.02M | 0.4% | +1,214+4.7% | Added | – |
| MKCMcCormick & Co Inc | Stock | 13,923 | $931.6K | 0.3% | +20.0% | Added | History |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 19,350 | $698.1K | 0.3% | −542−2.7% | Reduced | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 23,235 | $689.8K | 0.3% | +510+2.2% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,162 | $682.3K | 0.2% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H748 | CLO ETF | 10,486 | $556.8K | 0.2% | +75+0.7% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 4,934 | $556.3K | 0.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 682 | $500.8K | 0.2% | −20−2.8% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 5,237 | $478.8K | 0.2% | +233+4.7% | Added | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 6,126 | $450.5K | 0.2% | +2,900+89.9% | Added | – |
| AEEAmeren Corp | COM | 4,138 | $431.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,413 | $385.3K | 0.1% | +16+0.4% | Added | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,190 | $381.2K | 0.1% | +76+2.4% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 1,215 | $356.6K | 0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 2,402 | $347.2K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,655 | $335.3K | 0.1% | −164−4.3% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,800 | $316.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Core High Dividend ETF46429B663 | ETF | 2,510 | $307.4K | 0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 8,004 | $297.4K | 0.1% | 00.0% | Unchanged | History |
| Schwab International Equity ETF808524805 | ETF | 12,631 | $294.1K | 0.1% | +78+0.6% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 574 | $288.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 428 | $286.5K | 0.1% | +119+38.5% | Added | – |
| IBMInternational Business Machines Corp | Stock | 980 | $276.5K | 0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 1,391 | $268.1K | 0.1% | −30−2.1% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 782 | $256.6K | 0.1% | 00.0% | Unchanged | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 6,250 | $247.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 4,708 | $224.8K | 0.1% | +1,704+56.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 970 | $213.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 426 | $204.3K | 0.1% | −3−0.7% | Reduced | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 1,909 | $189.2K | 0.1% | −225−10.5% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,243 | $181.0K | 0.1% | +168+15.6% | Added | – |
| HSYHershey Co | COM | 937 | $175.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,388 | $174.8K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 100 ETF464287101 | ETF | 524 | $174.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46434V696 | CORE MSCI PAC | 2,325 | $170.7K | 0.1% | 00.0% | Unchanged | – |
| PEGPublic Service Enterprise Group Inc | COM | 2,044 | $170.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 1,876 | $168.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 1,350 | $163.0K | 0.1% | −98−6.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,905 | $157.4K | 0.1% | +13+0.4% | Added | – |
| VanEck Semiconductor ETF92189F676 | ETF | 470 | $153.4K | 0.1% | −14−2.9% | Reduced | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 5,178 | $149.6K | 0.1% | +2,837+121.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 796 | $148.4K | 0.1% | +7+0.9% | Added | – |
| TAT&T Inc. | Stock | 5,139 | $145.1K | 0.1% | +38+0.7% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 1,017 | $144.5K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 2,640 | $140.9K | 0.1% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 406 | $138.7K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,070 | $134.6K | <0.1% | −25−1.2% | Reduced | – |
| KOCoca Cola Co | Stock | 2,013 | $133.5K | <0.1% | 00.0% | Unchanged | History |
| LYVLive Nation Entertainment, Inc. | COM | 800 | $130.7K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 291 | $129.4K | <0.1% | 00.0% | Unchanged | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 6,500 | $125.3K | <0.1% | 00.0% | Unchanged | – |
| BMIBadger Meter Inc | COM | 700 | $125.0K | <0.1% | −80−10.3% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,036 | $123.1K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,595 | $121.0K | <0.1% | +222+5.1% | Added | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 3,538 | $117.0K | <0.1% | 00.0% | Unchanged | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 491 | $116.9K | <0.1% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 400 | $111.7K | <0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 276 | $111.7K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 1,071 | $111.1K | <0.1% | −32−2.9% | Reduced | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 3,000 | $110.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 449 | $108.5K | <0.1% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,032 | $107.9K | <0.1% | −46−4.3% | Reduced | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 1,638 | $106.5K | <0.1% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 399 | $103.7K | <0.1% | +266+200.0% | Added | – |
| JNJJohnson & Johnson | Stock | 557 | $103.2K | <0.1% | −33−5.6% | Reduced | History |
| ENBEnbridge Inc | Stock | 1,982 | $100.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 2,864 | $100.0K | <0.1% | 00.0% | Unchanged | – |
| GRMNGarmin Ltd | SHS | 400 | $98.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46436E593 | IBOND DEC 2030 | 4,937 | $98.1K | <0.1% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 1,136 | $96.1K | <0.1% | −4−0.4% | Reduced | History |
Sold out since Q2 2025 (9)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| Global X Uranium ETF37954Y871 | ETF | 115 | $4.46K | <0.1% | – |
| SRESempra | Stock | 44 | $3.33K | <0.1% | History |
| AESAES Corp | Stock | 227 | $2.39K | <0.1% | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 72 | $2.21K | <0.1% | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18 | $1.45K | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 15 | $1.17K | <0.1% | History |
| Paramount Global92556H206 | CL B | 25 | $323 | <0.1% | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 5 | $212 | <0.1% | – |
| IPIX Corporation44982L103 | ETF | 263 | $1 | <0.1% | – |