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Livermore
Livermore
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Lowe Wealth Advisors, LLC

SEC CIK
0001574010
最新申報
2025/10/16

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/1/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
360
較 2024 年第 3 季 +42
總值
$2.35 億
較 2024 年第 3 季 +$253.3 萬 (+1.1%)
申報日
2025/1/10
SEC
Lowe Wealth Advisors, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SPDR Index Shs FDS78463X848ST STR ACWI ETF2,864$8.00 萬<0.1%00.0%不變–
GOOGAlphabet Inc.Stock417$7.94 萬<0.1%+117+39.0%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR400$7.90 萬<0.1%00.0%不變歷史
LNKBLINKBANCORP, Inc.COMMON STOCK9,876$7.39 萬<0.1%−4,938−33.3%減碼歷史
VanEck ETF Trust92189F437FALLEN ANGEL HG2,520$7.22 萬<0.1%+1,804+252.0%加碼–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN3,000$7.13 萬<0.1%00.0%不變歷史
GISGeneral Mills IncStock1,117$7.12 萬<0.1%00.0%不變歷史
ROKRockwell Automation, IncStock248$7.09 萬<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF935$7.08 萬<0.1%−175−15.8%減碼–
WisdomTree Tr97717W406US AI ENHANCED641$6.83 萬<0.1%−222−25.7%減碼–
UNHUnitedHealth Group IncStock134$6.76 萬<0.1%+26+24.1%加碼歷史
iShares S&P 100 ETF464287101ETF224$6.47 萬<0.1%00.0%不變–
APDAir Products & Chemicals, Inc.Stock220$6.38 萬<0.1%+20+10.0%加碼歷史
GEGeneral Electric CoStock371$6.19 萬<0.1%00.0%不變歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF460$6.06 萬<0.1%+360+360.0%加碼–
Dimensional ETF Trust25434V831US HIGH PROF ETF1,781$6.02 萬<0.1%00.0%不變–
PNCPNC Financial Services Group, Inc.Stock308$5.94 萬<0.1%00.0%不變歷史
Schwab U.S. Mid-Cap ETF808524508ETF2,124$5.89 萬<0.1%00.0%不變依 3 比 1 拆股換算–
DISWalt Disney CoStock522$5.81 萬<0.1%−54−9.4%減碼歷史
AMGNAmgen IncStock223$5.81 萬<0.1%+19+9.3%加碼歷史
MAMastercard IncStock108$5.69 萬<0.1%+21+24.1%加碼歷史
SLViShares Silver TrustETF2,116$5.57 萬<0.1%00.0%不變歷史
MSTRStrategy IncStock190$5.50 萬<0.1%+190新進歷史
iShares Tr464288448INTL SEL DIV ETF2,000$5.48 萬<0.1%−410−17.0%減碼–
Vanguard Morningstar Large-Cap ETF922908637ETF200$5.39 萬<0.1%00.0%不變–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX602$5.38 萬<0.1%+602新進–
Vanguard Short-Term Bond ETF921937827ETF695$5.37 萬<0.1%+695新進–
AMPAmeriprise Financial IncCOM100$5.32 萬<0.1%00.0%不變歷史
MRKMerck & Co., Inc.Stock533$5.30 萬<0.1%−100−15.8%減碼歷史
DNPDNP Select Income Fund IncCOM5,794$5.11 萬<0.1%00.0%不變歷史
FCXFreeport-McMoran IncStock1,330$5.06 萬<0.1%00.0%不變歷史
AEPAmerican Electric Power Co IncStock541$4.99 萬<0.1%+30+5.9%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF1,033$4.94 萬<0.1%+990+2,302.3%加碼–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE500$4.90 萬<0.1%00.0%不變–
JPMJPMorgan Chase & CoStock201$4.82 萬<0.1%+51+34.0%加碼歷史
DUKDuke Energy CORPStock435$4.69 萬<0.1%+53+13.9%加碼歷史
NVDANVIDIA CorpStock341$4.58 萬<0.1%+341新進歷史
iShares Tr464288521CRE U S REIT ETF798$4.57 萬<0.1%00.0%不變–
PLDPrologis, Inc.REIT423$4.47 萬<0.1%00.0%不變歷史
XELXcel Energy IncStock658$4.44 萬<0.1%00.0%不變歷史
MCDMcDonalds CorpStock150$4.35 萬<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C706INTER TERM TREAS742$4.30 萬<0.1%+742新進–
PEPPepsiCo IncStock277$4.21 萬<0.1%+19+7.4%加碼歷史
MAINMain Street Capital CORPCEF700$4.10 萬<0.1%00.0%不變歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF712$4.09 萬<0.1%00.0%不變–
SYKStryker CorpStock110$3.96 萬<0.1%00.0%不變歷史
BABoeing CoStock223$3.95 萬<0.1%00.0%不變歷史
NEMNEWMONT CorpStock990$3.68 萬<0.1%−500−33.6%減碼歷史
iShares Tr464287150CORE S&P TTL STK281$3.61 萬<0.1%00.0%不變–
INTCIntel CorpStock1,792$3.59 萬<0.1%00.0%不變歷史
iShares Tr46429B291A RATE CP BD ETF765$3.58 萬<0.1%−1,020−57.1%減碼–
Schwab U.S. Small-Cap ETF808524607ETF1,339$3.46 萬<0.1%+1,339新進–
CATCaterpillar IncStock92$3.34 萬<0.1%+16+21.1%加碼歷史
ORCLOracle CorpStock200$3.33 萬<0.1%00.0%不變歷史
NOCNorthrop Grumman CorpStock71$3.33 萬<0.1%−7−9.0%減碼歷史
GEVGE Vernova Inc.Stock101$3.32 萬<0.1%+10+11.0%加碼歷史
iShares Inc464286822MSCI MEXICO ETF699$3.27 萬<0.1%−700−50.0%減碼–
SNPSSynopsys IncCOM65$3.15 萬<0.1%00.0%不變歷史
METMetlife IncStock385$3.15 萬<0.1%00.0%不變歷史
Abrdn ETFs003261203BBRG ALL COMMDY997$3.12 萬<0.1%+997新進–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX288$3.04 萬<0.1%00.0%不變–
Vanguard Intl Equity Index F922042676GLB EX US ETF751$2.97 萬<0.1%+751新進–
RTXRTX CorpStock241$2.79 萬<0.1%00.0%不變歷史
iShares Tr46435G516ESG AW MSCI EAFE350$2.66 萬<0.1%00.0%不變–
PGProcter & Gamble CoStock155$2.60 萬<0.1%+50+47.6%加碼歷史
OKEONEOK IncCOM251$2.52 萬<0.1%00.0%不變歷史
State Street SPDR S&P Regional Banking ETF78464A698ETF413$2.49 萬<0.1%+413新進–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF150$2.49 萬<0.1%00.0%不變–
HLTHilton Worldwide Holdings Inc.COM100$2.47 萬<0.1%00.0%不變歷史
WMWaste Management IncStock122$2.46 萬<0.1%+20+19.6%加碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF368$2.43 萬<0.1%+283+332.9%加碼–
NFLXNetflix IncStock27$2.41 萬<0.1%+10+58.8%加碼歷史
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF204$2.34 萬<0.1%+204新進–
TMOThermo Fisher Scientific Inc.Stock44$2.29 萬<0.1%00.0%不變歷史
BACBank of America CorpStock513$2.25 萬<0.1%+8+1.6%加碼歷史
VLOValero Energy CorpStock181$2.22 萬<0.1%+26+16.8%加碼歷史
FFord Motor CoStock2,190$2.17 萬<0.1%+545+33.1%加碼歷史
HRBH&R Block IncCOM406$2.15 萬<0.1%00.0%不變歷史
ABTAbbott LaboratoriesStock187$2.12 萬<0.1%+49+35.5%加碼歷史
HMCHonda Motor Co LtdADR ECH CNV IN 3718$2.05 萬<0.1%00.0%不變歷史
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF1,040$2.03 萬<0.1%+1,040新進–
Pacer US Large Cap Cash Cows Growth Leaders ETF69374H360ETF632$2.02 萬<0.1%+632新進–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 146$1.96 萬<0.1%+10+27.8%加碼歷史
UTFCohen & Steers Infrastructure Fund IncCOM808$1.94 萬<0.1%00.0%不變歷史
SPDR Series Trust78464A201ST STR SP600GRWO214$1.93 萬<0.1%00.0%不變–
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT465$1.92 萬<0.1%00.0%不變–
ProShares Tr74349Y753SHOR S&P 500 NEW451$1.91 萬<0.1%+451新進–
TYTRI-CONTINENTAL CorpCOM600$1.90 萬<0.1%00.0%不變歷史
iShares Russell Mid-Cap Growth ETF464287481ETF150$1.90 萬<0.1%00.0%不變–
EPDEnterprise Products Partners L.P.Stock600$1.88 萬<0.1%00.0%不變歷史
PEverpure, Inc.CL A300$1.84 萬<0.1%00.0%不變歷史
PWRQuanta Services, Inc.COM58$1.83 萬<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF450$1.82 萬<0.1%00.0%不變–
ARCCAres Capital CorpCEF829$1.81 萬<0.1%+529+176.3%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV136$1.80 萬<0.1%00.0%不變–
BNBROOKFIELD CorpCL A LTD VT SH312$1.79 萬<0.1%00.0%不變歷史
Vanguard Malvern FDS922020805STRM INFPROIDX369$1.79 萬<0.1%00.0%不變–
State Street Materials Select Sector SPDR ETF81369Y100ETF210$1.77 萬<0.1%−100−32.3%減碼–
ABBVAbbVie Inc.Stock95$1.69 萬<0.1%+25+35.7%加碼歷史
First Tr Exchange Traded FD33734X143HLTH CARE ALPH161$1.68 萬<0.1%00.0%不變–

2024 年第 3 季之後清倉（19 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

Lowe Wealth Advisors, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
iShares Inc464286400MSCI BRAZIL ETF23,279$68.6 萬0.3%–
ProShares Tr74347B425SHORT S&P 500 NE6,005$6.52 萬<0.1%–
ELVElevance Health, Inc.Stock97$5.04 萬<0.1%歷史
VALEVale S.A.SPONSORED ADS3,995$4.67 萬<0.1%歷史
GDGeneral Dynamics CorpStock100$3.02 萬<0.1%歷史
TWTradeweb Markets Inc.Stock152$1.88 萬<0.1%歷史
DGDollar General CorpCOM200$1.69 萬<0.1%歷史
FSLRFirst Solar, Inc.Stock60$1.50 萬<0.1%歷史
AEMAgnico Eagle Mines LtdStock172$1.39 萬<0.1%歷史
SRCLStericycle IncCOM200$1.22 萬<0.1%歷史
PAASPan American Silver CorpStock479$9,997<0.1%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS193$3,958<0.1%歷史
iShares Tr46436E833IBONDS 28 TRM TS102$2,296<0.1%–
iShares Tr46436E841IBONDS 27 TRM TS101$2,286<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS99$2,283<0.1%–
iShares Tr46436E874IBONDS 24 TRM TS94$2,256<0.1%–
RCLRoyal Caribbean Cruises LtdCOM10$1,774<0.1%歷史
MEDMedifast IncCOM30$574<0.1%歷史
DRIDarden Restaurants IncCOM1$164<0.1%歷史