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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.

Institution overview
Positions
395
+30 vs. Q2 2025
Portfolio value
$274.0M
+$17.8M (+6.9%) vs. Q2 2025
Filed
Oct 16, 2025
SEC
Holdings of Lowe Wealth Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Advanced Battery Technologies Inc00752H102COM30$00.0%00.0%Unchanged–
NBEVNewAge, Inc.COM100$00.0%00.0%UnchangedHistory
AQMSAqua Metals, Inc.COM NEW2$13<0.1%−0−9.1%ReducedConverted for a 1-for-10 splitHistory
DXCDXC Technology CoStock5$68<0.1%+5NewHistory
PRTAProthena Corp Public Ltd CoSHS10$98<0.1%00.0%UnchangedHistory
KSSKOHLS CorpStock7$108<0.1%00.0%UnchangedHistory
Cohen & Steers Infrastructur19248A117RIGHT 10/16/20251,780$139<0.1%+1,780New–
VTRSViatris IncStock15$149<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM3$158<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock15$160<0.1%00.0%UnchangedHistory
NVTnVent Electric plcSHS2$197<0.1%00.0%UnchangedHistory
VSHVishay Intertechnology IncCOM15$230<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W869EUROPE SMCP DV5$352<0.1%00.0%Unchanged–
EBSEmergent BioSolutions Inc.COM40$353<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM200$378<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC15$383<0.1%+15New–
Schwab Strategic Tr808524789FUNDAMENTAL US B15$386<0.1%00.0%Unchanged–
JAZZJazz Pharmaceuticals plcSHS USD3$395<0.1%00.0%UnchangedHistory
iShares Tr46434V803HDG MSCI EAFE11$436<0.1%+11New–
PSKYParamount Skydance CorpCOM CL B25$473<0.1%+25NewHistory
iShares Future AI & Tech ETF46435U556ETF11$504<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V142WATER RES ETF7$505<0.1%00.0%Unchanged–
WABWestinghouse Air Brake Technologies CorpStock3$601<0.1%00.0%UnchangedHistory
iShares Inc46434G764MSCI EMRG CHN10$675<0.1%+10New–
ITWIllinois Tool Works IncStock3$782<0.1%−8−72.7%ReducedHistory
DBX ETF Tr233051432XTRACK USD HIGH22$816<0.1%+22New–
iShares Russell Mid-Cap Value ETF464287473ETF6$838<0.1%+6New–
MDTMedtronic plcStock9$857<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock5$890<0.1%00.0%UnchangedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF24$909<0.1%+24New–
Schwab Emerging Markets Equity ETF808524706ETF28$934<0.1%+28New–
DOWDow Inc.Stock41$940<0.1%−44−51.8%ReducedHistory
JCIJohnson Controls International plcStock9$990<0.1%00.0%UnchangedHistory
BITBBitwise Bitcoin ETFSHS BEN INT16$996<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF44$1.05K<0.1%+44New–
Schwab International Small-Cap Equity ETF808524888ETF24$1.09K<0.1%+24New–
SNAPSnap IncStock150$1.16K<0.1%00.0%UnchangedHistory
iShares Tr46435U663ESG AWARE MSCI26$1.17K<0.1%+26New–
iShares Tr464287721U.S. TECH ETF6$1.18K<0.1%+6New–
BHFBrighthouse Financial, Inc.COM24$1.27K<0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock5$1.30K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS68$1.37K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust31609A107ENHANCED LARGE41$1.39K<0.1%00.0%Unchanged–
Global X FDS37954Y343GLBL X MLP ETF29$1.40K<0.1%+29New–
Schwab Fundamental International Small Equity ETF808524748ETF32$1.42K<0.1%+32New–
PNWPinnacle West Capital CorpCOM17$1.52K<0.1%−33−66.0%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF6$1.53K<0.1%+6New–
HPEHewlett Packard Enterprise CoCOM63$1.55K<0.1%+63NewHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF43$1.55K<0.1%+43New–
WHWyndham Hotels & Resorts, Inc.COM20$1.60K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF8$1.63K<0.1%+8New–
HPQHP IncStock63$1.72K<0.1%+63NewHistory
Schwab U.S. REIT ETF808524847ETF80$1.73K<0.1%+80New–
Global X FDS37954Y715RBTCS ARTFL INTE50$1.77K<0.1%00.0%Unchanged–
Schwab US Tips ETF808524870ETF66$1.78K<0.1%+66New–
TGTTarget CorpStock20$1.79K<0.1%00.0%UnchangedHistory
ENVXEnovix CorpCOM180$1.79K<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock127$1.86K<0.1%00.0%UnchangedHistory
iShares Tr46434V613CORE UNIVRSL USD43$2.01K<0.1%+43New–
UPSUnited Parcel Service IncStock25$2.09K<0.1%00.0%UnchangedHistory
TELTE Connectivity plcStock10$2.19K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A656ST STR TIPS ETF86$2.26K<0.1%+86New–
BlackRock ETF Trust09290C103ISHARES US EQUIT40$2.37K<0.1%+40New–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP54$2.38K<0.1%+54New–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF10$2.40K<0.1%−10−50.0%Reduced–
iShares Tr464288877EAFE VALUE ETF37$2.51K<0.1%+37New–
HESMHess Midstream LPCL A SHS75$2.59K<0.1%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock75$2.65K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR15$2.68K<0.1%00.0%UnchangedHistory
ECLEcolab Inc.Stock10$2.74K<0.1%−17−63.0%ReducedHistory
iShares Tr46435U853BROAD USD HIGH74$2.80K<0.1%+74New–
UAAUnder Armour, Inc.Stock563$2.81K<0.1%−3−0.5%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF6$2.81K<0.1%00.0%Unchanged–
RUMRUM Group Inc.Stock400$2.90K<0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM14$2.95K<0.1%00.0%UnchangedHistory
MNSTMonster Beverage CorpCOM44$2.96K<0.1%00.0%UnchangedHistory
UAUnder Armour, Inc.CL C639$3.09K<0.1%00.0%UnchangedHistory
Vanguard Total International Bond ETF92203J407ETF63$3.12K<0.1%+63New–
Schwab Fundamental International Equity ETF808524755ETF74$3.18K<0.1%+74New–
GEHCGE HealthCare Technologies Inc.Stock43$3.23K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF16$3.30K<0.1%+16New–
MRNAModerna, Inc.Stock130$3.36K<0.1%00.0%UnchangedHistory
STWDStarwood Property Trust, Inc.COM180$3.49K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF114$3.55K<0.1%+114New–
iShares Tr464287556ISHARES BIOTECH25$3.61K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G508SR LN ETF174$3.64K<0.1%+174New–
ALGNAlign Technology IncCOM30$3.76K<0.1%00.0%UnchangedHistory
iShares Inc46434G863ESG AWR MSCI EM88$3.82K<0.1%+88New–
LUVSouthwest Airlines CoCOM120$3.83K<0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF40$3.84K<0.1%00.0%Unchanged–
ACADAcadia Pharmaceuticals IncCOM180$3.84K<0.1%00.0%UnchangedHistory
OCOwens CorningStock28$3.96K<0.1%−2−6.7%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock13$3.97K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE101$4.16K<0.1%00.0%Unchanged–
EVRGEvergy, Inc.Stock55$4.18K<0.1%00.0%UnchangedHistory
PYPLPayPal Holdings, Inc.Stock63$4.22K<0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock44$4.31K<0.1%00.0%UnchangedHistory
Vanguard S&P 500 Growth ETF921932505ETF10$4.36K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF15$4.41K<0.1%00.0%Unchanged–
SCIService Corp InternationalCOM53$4.41K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (9)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Lowe Wealth Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Global X Uranium ETF37954Y871ETF115$4.46K<0.1%–
SRESempraStock44$3.33K<0.1%History
AESAES CorpStock227$2.39K<0.1%History
BXSLBlackstone Secured Lending FundCOMMON STOCK72$2.21K<0.1%History
iShares Tr4642874571 3 YR TREAS BD18$1.45K<0.1%–
EWEdwards Lifesciences CorpStock15$1.17K<0.1%History
Paramount Global92556H206CL B25$323<0.1%–
Invesco Exchange Traded FD T46137V407INVESCO MSCI5$212<0.1%–
IPIX Corporation44982L103ETF263$1<0.1%–