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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
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT465$22.2K<0.1%00.0%Unchanged–
MAINMain Street Capital CORPCEF350$22.3K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF158$22.5K<0.1%+8+5.3%Added–
WMWaste Management IncStock102$22.5K<0.1%−20−16.4%ReducedHistory
GOOGLAlphabet Inc.Stock95$23.1K<0.1%00.0%UnchangedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1,124$24.0K<0.1%+84+8.1%Added–
ABTAbbott LaboratoriesStock187$25.0K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A300$25.1K<0.1%00.0%UnchangedHistory
NADNuveen Quality Municipal Income FundCOM2,174$25.4K<0.1%00.0%UnchangedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF332$27.4K<0.1%00.0%Unchanged–
iShares Tr46436E858IBONDS 26 TRM TS1,200$27.5K<0.1%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock408$27.9K<0.1%+200+96.2%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD571$28.6K<0.1%+571New–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF204$29.1K<0.1%00.0%Unchanged–
iShares Tr46436E841IBONDS 27 TRM TS1,300$29.3K<0.1%00.0%Unchanged–
SYKStryker CorpStock80$29.6K<0.1%00.0%UnchangedHistory
SNPSSynopsys IncCOM60$29.6K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock90$29.7K<0.1%+40+80.0%AddedHistory
FLEXFlex Ltd.Stock513$29.7K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT159$30.6K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock181$30.8K<0.1%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX619$31.3K<0.1%00.0%Unchanged–
METMetlife IncStock385$31.7K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock27$32.4K<0.1%00.0%UnchangedHistory
KRPKimbell Royalty Partners, LPUNIT2,459$33.2K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock100$34.5K<0.1%00.0%UnchangedHistory
TRPTC Energy CorpCOM641$34.9K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF114$35.1K<0.1%−86−43.0%Reduced–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF150$35.2K<0.1%00.0%Unchanged–
VALValaris LtdCL A725$35.4K<0.1%00.0%UnchangedHistory
iShares Inc464286822MSCI MEXICO ETF529$36.1K<0.1%00.0%Unchanged–
PEPPepsiCo IncStock258$36.2K<0.1%−19−6.9%ReducedHistory
CATCaterpillar IncStock76$36.3K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF581$36.8K<0.1%00.0%Unchanged–
MCDMcDonalds CorpStock125$38.0K<0.1%−25−16.7%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE419$39.0K<0.1%+69+19.7%Added–
Schwab U.S. Small-Cap ETF808524607ETF1,409$39.3K<0.1%+70+5.2%Added–
iShares Tr464287150CORE S&P TTL STK281$40.9K<0.1%00.0%Unchanged–
iShares Tr46436E460IBONDS DEC 20312,000$41.1K<0.1%−2,250−52.9%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS708$42.5K<0.1%00.0%Unchanged–
NOCNorthrop Grumman CorpStock71$43.3K<0.1%00.0%UnchangedHistory
UTFCohen & Steers Infrastructure Fund IncCOM1,780$44.1K<0.1%00.0%UnchangedHistory
iShares Tr46429B291A RATE CP BD ETF945$45.8K<0.1%00.0%Unchanged–
iShares Tr464288521CRE U S REIT ETF798$46.9K<0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF77$47.2K<0.1%+75+3,750.0%Added–
iShares Inc46434G822MSCI JAPAN ETF598$48.0K<0.1%00.0%Unchanged–
BABoeing CoStock223$48.1K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock960$48.4K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock61$48.6K<0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM100$49.1K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF712$50.8K<0.1%00.0%Unchanged–
Vanguard Short-Term Bond ETF921937827ETF652$51.4K<0.1%00.0%Unchanged–
MAMastercard IncStock91$51.8K<0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock1,330$52.2K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$53.1K<0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock200$54.5K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock59$54.6K<0.1%−5−7.8%ReducedHistory
NVDANVIDIA CorpStock294$54.9K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock300$55.1K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock452$55.9K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock200$56.2K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,999$60.0K<0.1%00.0%UnchangedHistory
AEPAmerican Electric Power Co IncStock541$60.9K<0.1%00.0%UnchangedHistory
DISWalt Disney CoStock536$61.4K<0.1%+61+12.8%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,033$61.9K<0.1%00.0%Unchanged–
PNCPNC Financial Services Group, Inc.Stock308$61.9K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG2,100$62.4K<0.1%−220−9.5%Reduced–
Schwab U.S. Mid-Cap ETF808524508ETF2,124$63.0K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock201$63.4K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF1,781$67.3K<0.1%00.0%Unchanged–
WisdomTree Tr97717W406US AI ENHANCED591$67.5K<0.1%00.0%Unchanged–
PGProcter & Gamble CoStock455$69.9K<0.1%00.0%UnchangedHistory
LNKBLINKBANCORP, Inc.COMMON STOCK9,876$70.4K<0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock144$71.9K<0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF2,000$73.1K<0.1%00.0%Unchanged–
State Street Utilities Select Sector SPDR ETF81369Y886ETF865$75.4K<0.1%−50−5.5%Reduced–
SLFSun Life Financial IncCOM1,279$76.8K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,292$76.9K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT673$77.1K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock278$78.5K<0.1%−30−9.7%ReducedHistory
GEVGE Vernova Inc.Stock129$79.3K<0.1%+38+41.8%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO612$80.9K<0.1%00.0%Unchanged–
NEMNEWMONT CorpStock990$83.5K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock248$86.7K<0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,361$88.8K<0.1%00.0%Unchanged–
PPTAPerpetua Resources Corp.COM4,391$88.8K<0.1%+2,271+107.1%AddedHistory
VZVerizon Communications IncStock2,029$89.2K<0.1%−26−1.3%ReducedHistory
SLViShares Silver TrustETF2,116$89.7K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock305$91.8K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF958$92.5K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock915$94.3K<0.1%00.0%UnchangedHistory
iShares Tr46436E833IBONDS 28 TRM TS4,218$94.4K<0.1%00.0%Unchanged–
GOOGAlphabet Inc.Stock392$95.5K<0.1%−25−6.0%ReducedHistory
CVXChevron CorpStock617$95.8K<0.1%−21−3.3%ReducedHistory
iShares Tr46436E825IBONDS 29 TRM TS4,369$95.9K<0.1%00.0%Unchanged–
SBUXStarbucks CorpStock1,136$96.1K<0.1%−4−0.4%ReducedHistory
iShares Tr46436E593IBOND DEC 20304,937$98.1K<0.1%00.0%Unchanged–
GRMNGarmin LtdSHS400$98.5K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X848ST STR ACWI ETF2,864$100.0K<0.1%00.0%Unchanged–
ENBEnbridge IncStock1,982$100.0K<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%–