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Livermore
Livermore
ZHEN

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
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS78$4.44K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock175$4.46K<0.1%−26−12.9%ReducedHistory
TAPMolson Coors Beverage CoCL B100$4.53K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A46$4.60K<0.1%00.0%UnchangedHistory
MARMarriott International IncStock18$4.69K<0.1%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC150$4.74K<0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock10$4.85K<0.1%−32−76.2%ReducedHistory
BMYBristol Myers Squibb CoStock110$4.96K<0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock177$5.01K<0.1%00.0%UnchangedHistory
FTNTFortinet, Inc.Stock60$5.04K<0.1%−9−13.0%ReducedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG39$5.08K<0.1%00.0%Unchanged–
BAHBooz Allen Hamilton Holding CorpCL A51$5.10K<0.1%00.0%UnchangedHistory
ESEversource EnergyStock72$5.12K<0.1%00.0%UnchangedHistory
iShares Tr464288885EAFE GRWTH ETF47$5.35K<0.1%+20+74.1%Added–
BDXBecton Dickinson & CoStock30$5.62K<0.1%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF78$5.80K<0.1%+78New–
iShares Tr464287622RUS 1000 ETF16$5.85K<0.1%00.0%Unchanged–
BKRBaker Hughes CoCL A124$6.04K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF231$6.08K<0.1%+231New–
OXYOccidental Petroleum CorpStock130$6.14K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT35$6.64K<0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT117$6.87K<0.1%00.0%Unchanged–
SOSouthern CoStock73$6.92K<0.1%00.0%UnchangedHistory
SCCOSouthern Copper CorpStock58$7.04K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF50$7.08K<0.1%00.0%Unchanged–
iShares MSCI USA Momentum Factor ETF46432F396ETF28$7.18K<0.1%00.0%Unchanged–
iShares MSCI Eafe ETF464287465ETF77$7.19K<0.1%00.0%Unchanged–
CRMSalesforce, Inc.Stock31$7.35K<0.1%−4−11.4%ReducedHistory
CMCSAComcast CorpStock234$7.35K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock100$7.44K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock60$7.46K<0.1%00.0%UnchangedHistory
AZNAstraZeneca PLCSPONSORED ADR100$7.67K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM204$7.68K<0.1%00.0%UnchangedHistory
CLColgate Palmolive CoStock100$7.99K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS77$8.53K<0.1%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF326$8.90K<0.1%00.0%Unchanged–
COPConocoPhillipsStock100$9.46K<0.1%−22−18.0%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF180$9.70K<0.1%00.0%Unchanged–
CHDNChurchill Downs IncCOM100$9.70K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock80$10.1K<0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF36$10.1K<0.1%−10−21.7%Reduced–
SKTTanger Inc.COM300$10.2K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF75$10.4K<0.1%00.0%Unchanged–
MYDBlackRock Muniyield Fund, Inc.COM1,005$10.6K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock70$11.0K<0.1%00.0%UnchangedHistory
iShares Tr464288604MRGSTR SM CP GR210$11.4K<0.1%00.0%Unchanged–
State Street SPDR S&P Emerging Asia Pacific ETF78463X301ETF83$11.5K<0.1%00.0%Unchanged–
IBKRInteractive Brokers Group, Inc.Stock168$11.6K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W505US MIDCAP DIVID222$11.6K<0.1%00.0%Unchanged–
UNPUnion Pacific CorpStock50$11.8K<0.1%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS330$12.0K<0.1%00.0%UnchangedHistory
EXCExelon CorpStock278$12.5K<0.1%−21−7.0%ReducedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT100$12.8K<0.1%00.0%Unchanged–
FEFirstenergy CorpCOM285$13.1K<0.1%00.0%UnchangedHistory
PRGSProgress Software CorpCOM300$13.2K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A201ST STR SP600GRWO141$13.3K<0.1%00.0%Unchanged–
QCOMQualcomm IncStock80$13.3K<0.1%00.0%UnchangedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF200$13.4K<0.1%00.0%Unchanged–
CMECME Group Inc.COM50$13.5K<0.1%00.0%UnchangedHistory
BNBROOKFIELD CorpCL A LTD VT SH200$13.7K<0.1%00.0%UnchangedHistory
CSXCSX CorpStock396$14.1K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR2,946$14.2K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F700AGRIBUSINESS ETF200$14.7K<0.1%00.0%Unchanged–
ARCCAres Capital CorpCEF729$14.9K<0.1%−100−12.1%ReducedHistory
iShares Tr464287739U.S. REAL ES ETF158$15.3K<0.1%00.0%Unchanged–
iShares Inc464286533MSCI EMERG MRKT245$15.6K<0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X541ST STR NAT ETF270$16.0K<0.1%00.0%Unchanged–
LRCXLam Research CorpStock122$16.3K<0.1%00.0%UnchangedHistory
EQIXEquinix IncCOM21$16.4K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock323$16.7K<0.1%00.0%UnchangedHistory
ProShares Tr74349Y753SHOR S&P 500 NEW451$16.7K<0.1%00.0%Unchanged–
GLDSPDR Gold TrustETF48$17.1K<0.1%00.0%UnchangedHistory
BPBP PLCADR500$17.2K<0.1%00.0%UnchangedHistory
TFCTruist Financial CorpCOM377$17.2K<0.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock75$17.4K<0.1%00.0%UnchangedHistory
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$17.7K<0.1%00.0%Unchanged–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF378$18.2K<0.1%+378New–
OKEONEOK IncCOM251$18.3K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock600$18.8K<0.1%00.0%UnchangedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF210$18.8K<0.1%00.0%Unchanged–
SPDR Series Trust78464A763ST STR SP DIV136$19.0K<0.1%00.0%Unchanged–
TMToyota Motor CorpADS100$19.1K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR150$19.2K<0.1%00.0%UnchangedHistory
RTXRTX CorpStock115$19.2K<0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF196$19.6K<0.1%+37+23.3%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF130$20.1K<0.1%−82−38.7%Reduced–
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF450$20.3K<0.1%00.0%Unchanged–
CVSCVS Health CorpStock270$20.4K<0.1%+2+0.7%AddedHistory
HRBH&R Block IncCOM406$20.5K<0.1%00.0%UnchangedHistory
FFord Motor CoStock1,729$20.7K<0.1%+8+0.5%AddedHistory
MRKMerck & Co., Inc.Stock250$21.0K<0.1%−15−5.7%ReducedHistory
DELLDell Technologies Inc.Stock149$21.1K<0.1%+74+98.7%AddedHistory
WisdomTree Tr97717W703INTL EQUITY FD320$21.2K<0.1%00.0%Unchanged–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 146$21.3K<0.1%00.0%UnchangedHistory
ProShares Tr74349Y837SHORT QQQ700$21.7K<0.1%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM85$22.1K<0.1%00.0%UnchangedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX200$22.1K<0.1%00.0%Unchanged–
HMCHonda Motor Co LtdADR ECH CNV IN 3718$22.1K<0.1%00.0%UnchangedHistory
NEENextera Energy IncStock293$22.1K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE200$22.1K<0.1%−100−33.3%Reduced–

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%–