Skip to main content
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
iShares Tr46436E825IBONDS 29 TRM TS4,369$95.9K<0.1%00.0%Unchanged–
CVXChevron CorpStock617$95.8K<0.1%−21−3.3%ReducedHistory
GOOGAlphabet Inc.Stock392$95.5K<0.1%−25−6.0%ReducedHistory
iShares Tr46436E833IBONDS 28 TRM TS4,218$94.4K<0.1%00.0%Unchanged–
WMTWalmart Inc.Stock915$94.3K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF958$92.5K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock305$91.8K<0.1%00.0%UnchangedHistory
SLViShares Silver TrustETF2,116$89.7K<0.1%00.0%UnchangedHistory
VZVerizon Communications IncStock2,029$89.2K<0.1%−26−1.3%ReducedHistory
PPTAPerpetua Resources Corp.COM4,391$88.8K<0.1%+2,271+107.1%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,361$88.8K<0.1%00.0%Unchanged–
ROKRockwell Automation, IncStock248$86.7K<0.1%00.0%UnchangedHistory
NEMNEWMONT CorpStock990$83.5K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO612$80.9K<0.1%00.0%Unchanged–
GEVGE Vernova Inc.Stock129$79.3K<0.1%+38+41.8%AddedHistory
AMGNAmgen IncStock278$78.5K<0.1%−30−9.7%ReducedHistory
PLDPrologis, Inc.REIT673$77.1K<0.1%00.0%UnchangedHistory
INTCIntel CorpStock2,292$76.9K<0.1%00.0%UnchangedHistory
SLFSun Life Financial IncCOM1,279$76.8K<0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF865$75.4K<0.1%−50−5.5%Reduced–
iShares Tr464288448INTL SEL DIV ETF2,000$73.1K<0.1%00.0%Unchanged–
LMTLockheed Martin CorpStock144$71.9K<0.1%00.0%UnchangedHistory
LNKBLINKBANCORP, Inc.COMMON STOCK9,876$70.4K<0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock455$69.9K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W406US AI ENHANCED591$67.5K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,781$67.3K<0.1%00.0%Unchanged–
JPMJPMorgan Chase & CoStock201$63.4K<0.1%00.0%UnchangedHistory
Schwab U.S. Mid-Cap ETF808524508ETF2,124$63.0K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F437FALLEN ANGEL HG2,100$62.4K<0.1%−220−9.5%Reduced–
PNCPNC Financial Services Group, Inc.Stock308$61.9K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,033$61.9K<0.1%00.0%Unchanged–
DISWalt Disney CoStock536$61.4K<0.1%+61+12.8%AddedHistory
AEPAmerican Electric Power Co IncStock541$60.9K<0.1%00.0%UnchangedHistory
DNPDNP Select Income Fund IncCOM5,999$60.0K<0.1%00.0%UnchangedHistory
ORCLOracle CorpStock200$56.2K<0.1%00.0%UnchangedHistory
DUKDuke Energy CORPStock452$55.9K<0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock300$55.1K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock294$54.9K<0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock59$54.6K<0.1%−5−7.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock200$54.5K<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock658$53.1K<0.1%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock1,330$52.2K<0.1%00.0%UnchangedHistory
MAMastercard IncStock91$51.8K<0.1%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF652$51.4K<0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF712$50.8K<0.1%00.0%Unchanged–
AMPAmeriprise Financial IncCOM100$49.1K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock61$48.6K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock960$48.4K<0.1%00.0%UnchangedHistory
BABoeing CoStock223$48.1K<0.1%00.0%UnchangedHistory
iShares Inc46434G822MSCI JAPAN ETF598$48.0K<0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF77$47.2K<0.1%+75+3,750.0%Added–
iShares Tr464288521CRE U S REIT ETF798$46.9K<0.1%00.0%Unchanged–
iShares Tr46429B291A RATE CP BD ETF945$45.8K<0.1%00.0%Unchanged–
UTFCohen & Steers Infrastructure Fund IncCOM1,780$44.1K<0.1%00.0%UnchangedHistory
NOCNorthrop Grumman CorpStock71$43.3K<0.1%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS708$42.5K<0.1%00.0%Unchanged–
iShares Tr46436E460IBONDS DEC 20312,000$41.1K<0.1%−2,250−52.9%Reduced–
iShares Tr464287150CORE S&P TTL STK281$40.9K<0.1%00.0%Unchanged–
Schwab U.S. Small-Cap ETF808524607ETF1,409$39.3K<0.1%+70+5.2%Added–
iShares Tr46435G516ESG AW MSCI EAFE419$39.0K<0.1%+69+19.7%Added–
MCDMcDonalds CorpStock125$38.0K<0.1%−25−16.7%ReducedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF581$36.8K<0.1%00.0%Unchanged–
CATCaterpillar IncStock76$36.3K<0.1%00.0%UnchangedHistory
PEPPepsiCo IncStock258$36.2K<0.1%−19−6.9%ReducedHistory
iShares Inc464286822MSCI MEXICO ETF529$36.1K<0.1%00.0%Unchanged–
VALValaris LtdCL A725$35.4K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF150$35.2K<0.1%00.0%Unchanged–
Vanguard Morningstar Large-Cap ETF922908637ETF114$35.1K<0.1%−86−43.0%Reduced–
TRPTC Energy CorpCOM641$34.9K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock100$34.5K<0.1%00.0%UnchangedHistory
KRPKimbell Royalty Partners, LPUNIT2,459$33.2K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock27$32.4K<0.1%00.0%UnchangedHistory
METMetlife IncStock385$31.7K<0.1%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX619$31.3K<0.1%00.0%Unchanged–
VLOValero Energy CorpStock181$30.8K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT159$30.6K<0.1%00.0%UnchangedHistory
FLEXFlex Ltd.Stock513$29.7K<0.1%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock90$29.7K<0.1%+40+80.0%AddedHistory
SNPSSynopsys IncCOM60$29.6K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock80$29.6K<0.1%00.0%UnchangedHistory
iShares Tr46436E841IBONDS 27 TRM TS1,300$29.3K<0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF204$29.1K<0.1%00.0%Unchanged–
Vanguard Mun BD FDS922907746TAX EXEMPT BD571$28.6K<0.1%+571New–
CSCOCisco Systems, Inc.Stock408$27.9K<0.1%+200+96.2%AddedHistory
iShares Tr46436E858IBONDS 26 TRM TS1,200$27.5K<0.1%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF332$27.4K<0.1%00.0%Unchanged–
NADNuveen Quality Municipal Income FundCOM2,174$25.4K<0.1%00.0%UnchangedHistory
PEverpure, Inc.CL A300$25.1K<0.1%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock187$25.0K<0.1%00.0%UnchangedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1,124$24.0K<0.1%+84+8.1%Added–
GOOGLAlphabet Inc.Stock95$23.1K<0.1%00.0%UnchangedHistory
WMWaste Management IncStock102$22.5K<0.1%−20−16.4%ReducedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF158$22.5K<0.1%+8+5.3%Added–
MAINMain Street Capital CORPCEF350$22.3K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT465$22.2K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE200$22.1K<0.1%−100−33.3%Reduced–
NEENextera Energy IncStock293$22.1K<0.1%00.0%UnchangedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 3718$22.1K<0.1%00.0%UnchangedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX200$22.1K<0.1%00.0%Unchanged–
HLTHilton Worldwide Holdings Inc.COM85$22.1K<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%–