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Lowe fs

Latest statistics and disclosures from Lowe Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQ, USMV, VCSH, SPTS, and represent 57.28% of Lowe Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: GII, VYMI, IGRO, TCAL, SPTS, XLE, INFL, VCSH, JIRE, COWZ.
Started 40 new stock positions in DXC, EAGG, ESGE, SPIP, IYW, HPE, ESML, FNDA, BND, IWD.
Reduced shares in these 10 stocks: SPY, USMV, JPST, QQQ, IYY, IAU, IWV, MINT, JEPI, IBTL.
Sold out of its positions in AES, AQMS, BXSL, EW, URA, Ipix Corp No Stockholder Equity u.s, ERTH, SHY, SRE, PARA.
Lowe Wealth Advisors was a net buyer of stock by $2.2M.
Lowe Wealth Advisors has $274M in assets under management (AUM), dropping by 6.95%.
Central Index Key (CIK): 0001574010

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Portfolio Holdings for Lowe Wealth Advisors

Lowe Wealth Advisors holds 395 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Etf (SPY)	30.4	$83M		125k	666.18	View chart
Invesco QQQ Trust Unit Ser 1 (QQQ)	9.7	$27M		44k	600.37	View chart
iShares Tr MSCI USA MinVolatility Etf (USMV)	7.5	$21M		217k	95.14	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	4.9	$13M		167k	79.93	View chart
SPDR Portfolio Short Term Treasury ETF Etf (SPTS)	4.8	$13M	+4%	444k	29.32	View chart
iShares Gold Trust Etf (IAU)	4.4	$12M		165k	72.77	View chart
Horizon Kinetics Inflation Bnfcrs ETF Horizon Kinetics (INFL)	4.1	$11M	+2%	251k	44.70	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	3.6	$10M	-2%	196k	50.73	View chart
PIMCO Enhanced Short Maturity ETF Etf (MINT)	3.0	$8.3M		82k	100.69	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	2.4	$6.5M		114k	57.10	View chart
iShares International Dividend Gr ETF Etf (IGRO)	2.1	$5.7M	+12%	71k	79.67	View chart
iShares DJ US Total Market Index Etf (IYY)	1.9	$5.3M	-3%	33k	162.48	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	1.6	$4.4M		31k	140.95	View chart
Market Vectors Gold Miners ETF Etf (GDX)	1.4	$3.8M		49k	76.40	View chart
Global X Copper Miners ETF Etf (COPX)	1.2	$3.4M		57k	59.81	View chart
SPDR S&P Global Infrastructure ETF Etf (GII)	1.0	$2.7M	+36%	38k	69.59	View chart
SPDR S&P MidCap 400 Etf (MDY)	0.9	$2.6M		4.4k	595.96	View chart
Vanguard Intl Hi Div Yld Idx ETF Etf (VYMI)	0.8	$2.1M	+50%	25k	84.68	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M		3.0k	518.04	View chart
Invesco FTSE RAFI Emerging Markets ETF Etf (PXH)	0.5	$1.4M	+2%	55k	25.42	View chart
T. Rowe Price Cap Apprec Prm Inc ETF Capital Apprecia (TCAL)	0.5	$1.4M	+59%	57k	24.39	View chart
AB Ultra Short Income ETF Ultra Short Incm (YEAR)	0.5	$1.4M		27k	50.67	View chart
iShares Russell 3000 Etf (IWV)	0.5	$1.3M	-7%	3.5k	378.94	View chart
Energy Select Sector SPDR (XLE)	0.4	$1.2M	+67%	13k	89.34	View chart
ProShares S&P 500 Dividend Aristocrats S&p 500 Dv Arist (NOBL)	0.4	$1.2M	+10%	12k	103.07	View chart
Invesco FTSE RAFI Dev Mkts ex-US ETF Etf (PXF)	0.4	$1.2M		19k	61.17	View chart
JPMorgan Short Duration Core Plus ETF Etf (JSCP)	0.4	$1.2M	+2%	24k	47.61	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.4	$1.1M	+14%	20k	57.47	View chart
Apple (AAPL)	0.4	$1.1M		4.3k	254.61	View chart
WisdomTree India Earnings ETF Etf (EPI)	0.4	$1.1M	+4%	24k	44.20	View chart
T. Rowe Price Capital Apprec Eq ETF Cap Appreciation (TCAF)	0.4	$1.0M	+4%	27k	37.70	View chart
McCormick & Company, Incorporated (MKC)	0.3	$932k		14k	66.91	View chart
VanEck Morningstar SMID Moat ETF Etf (SMOT)	0.3	$698k	-2%	19k	36.08	View chart
iShares Emerging Markets Dividend ETF Etf (DVYE)	0.3	$690k	+2%	23k	29.69	View chart
Vanguard Dividend Apprec Idx ETF Etf (VIG)	0.2	$682k		3.2k	215.79	View chart
VanEck CLO ETF Etf (CLOI)	0.2	$557k		11k	53.10	View chart
Exxon Mobil Corporation (XOM)	0.2	$556k		4.9k	112.75	View chart
Facebook Inc cl a (META)	0.2	$501k	-2%	682.00	734.38	View chart
Vanguard REIT ETF Etf (VNQ)	0.2	$479k	+4%	5.2k	91.42	View chart
JPMorgan International Rsrch Enh Eq ETF Etf (JIRE)	0.2	$451k	+89%	6.1k	73.54	View chart
Ameren Corporation (AEE)	0.2	$432k		4.1k	104.38	View chart
iShares Core MSCI EAFE Etf (IEFA)	0.1	$385k		4.4k	87.31	View chart
iShares 3-7 Year Treasury Bond ETF Etf (IEI)	0.1	$381k	+2%	3.2k	119.51	View chart
Automatic Data Processing (ADP)	0.1	$357k		1.2k	293.50	View chart
TJX Companies (TJX)	0.1	$347k		2.4k	144.54	View chart
SPDR Blmbg Barclays 1-3 Mth T-Bill ETF Etf (BIL)	0.1	$335k	-4%	3.7k	91.75	View chart
iShares Core MSCI Emerging Markets Etf (IEMG)	0.1	$316k		4.8k	65.92	View chart
iShares High Dividend Etf (HDV)	0.1	$307k		2.5k	122.45	View chart
PPL Corporation (PPL)	0.1	$297k		8.0k	37.16	View chart
Schwab International Equity ETF Etf (SCHF)	0.1	$294k		13k	23.28	View chart
Berkshire Hathaway (BRK.B)	0.1	$289k		574.00	502.74	View chart
iShares Core S&P 500 Etf (IVV)	0.1	$287k	+38%	428.00	669.30	View chart
International Business Machines (IBM)	0.1	$277k		980.00	282.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$268k	-2%	1.4k	192.74	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$257k		782.00	328.17	View chart
Reaves Utility Income Fund (UTG)	0.1	$248k		6.3k	39.62	View chart
Vanguard Global ex-US Real Estate ETF Etf (VNQI)	0.1	$225k	+56%	4.7k	47.74	View chart
Amazon (AMZN)	0.1	$213k		970.00	219.57	View chart
Vanguard Growth ETF Etf (VUG)	0.1	$204k		426.00	479.61	View chart
VanEck Morningstar Wide Moat ETF Etf (MOAT)	0.1	$189k	-10%	1.9k	99.11	View chart
iShares ESG MSCI USA ETF Etf (ESGU)	0.1	$181k	+15%	1.2k	145.60	View chart
Hershey Company (HSY)	0.1	$175k		937.00	187.13	View chart
iShares MSCI KLD 400 Social ETF Etf (DSI)	0.1	$175k		1.4k	125.95	View chart
iShares S&P 100 Index Fund CBOE Etf (OEF)	0.1	$174k		524.00	332.84	View chart
iShares Core MSCI Pacific ETF Etf (IPAC)	0.1	$171k		2.3k	73.43	View chart
Public Service Enterprise (PEG)	0.1	$171k		2.0k	83.46	View chart
Vanguard Intl Div Apprec ETF Etf (VIGI)	0.1	$168k		1.9k	89.57	View chart
iShares S&P 500 Growth Etf (IVW)	0.1	$163k	-6%	1.4k	120.72	View chart
Vanguard Emerging Markets Stock Idx ETF Etf (VWO)	0.1	$157k		2.9k	54.18	View chart
VanEck Vectors Semiconductor ETF Etf (SMH)	0.1	$153k	-2%	470.00	326.36	View chart
iShares Latin America 40 Etf (ILF)	0.1	$150k	+121%	5.2k	28.89	View chart
Vanguard Value ETF Etf (VTV)	0.1	$148k		796.00	186.49	View chart
At&t (T)	0.1	$145k		5.1k	28.24	View chart
iShares Select Dividend Etf (DVY)	0.1	$145k		1.0k	142.10	View chart
iShares MSCI Emerging Markets Etf (EEM)	0.1	$141k		2.6k	53.39	View chart
Visa (V)	0.1	$139k		406.00	341.52	View chart
Jpmorgn Hedgd Eqty Lad Ovrly Etf Etf (HELO)	0.0	$135k		2.1k	65.00	View chart
Coca-Cola Company (KO)	0.0	$134k		2.0k	66.32	View chart
Live Nation Entertainment (LYV)	0.0	$131k		800.00	163.40	View chart
Tesla Motors (TSLA)	0.0	$129k		291.00	444.72	View chart
Quadratic Intrst Rt Vol & Infl H ETF Quadrtc Int Rt (IVOL)	0.0	$125k		6.5k	19.28	View chart
Badger Meter (BMI)	0.0	$125k	-10%	700.00	178.58	View chart
iShares Core S&P Small-Cap Etf (IJR)	0.0	$123k		1.0k	118.83	View chart
Schwab US Large-Cap ETF Etf (SCHX)	0.0	$121k	+5%	4.6k	26.34	View chart
SPDR Wells Fargo Preferred Stock ETF Etf (PSK)	0.0	$117k		3.5k	33.07	View chart
Broadridge Financial Solutions (BR)	0.0	$117k		491.00	238.17	View chart
Taiwan Semiconductor Manufacturing Sponsored Adr (TSM)	0.0	$112k		400.00	279.29	View chart
Home Depot (HD)	0.0	$112k		276.00	404.70	View chart
Prudential Financial (PRU)	0.0	$111k	-2%	1.1k	103.74	View chart
Sprott Physical Gold and Silver Trust Tr Unit (CEF)	0.0	$110k		3.0k	36.69	View chart
iShares Russell 2000 Etf (IWM)	0.0	$109k		449.00	241.69	View chart
SPDR S&P 500 Growth Etf (SPYG)	0.0	$108k	-4%	1.0k	104.51	View chart
iShares MSCI ACWI ex US ETF Etf (ACWX)	0.0	$107k		1.6k	65.01	View chart
VanEck Vectors Oil Services ETF Etf (OIH)	0.0	$104k	+200%	399.00	259.91	View chart
Johnson & Johnson (JNJ)	0.0	$103k	-5%	557.00	185.30	View chart
Enbridge (ENB)	0.0	$100k		2.0k	50.46	View chart
SPDR MSCI ACWI ex-US ETF Etf (CWI)	0.0	$100k		2.9k	34.92	View chart
Garmin SHS (GRMN)	0.0	$99k		400.00	246.22	View chart
iShares iBonds Dec 2030 Term Trsry ETF Etf (IBTK)	0.0	$98k		4.9k	19.88	View chart
Starbucks Corporation (SBUX)	0.0	$96k		1.1k	84.60	View chart
iShares iBonds Dec 2029 Term Tr ETF Etf (IBTJ)	0.0	$96k		4.4k	21.95	View chart
Chevron Corporation (CVX)	0.0	$96k	-3%	617.00	155.29	View chart
Alphabet Inc Class C cs (GOOG)	0.0	$96k	-5%	392.00	243.55	View chart
iShares iBonds Dec 2028 Term Tr ETF Etf (IBTI)	0.0	$94k		4.2k	22.39	View chart
Wal-Mart Stores (WMT)	0.0	$94k		915.00	103.03	View chart
iShares Russell Mid-Cap Etf (IWR)	0.0	$93k		958.00	96.55	View chart
General Electric (GE)	0.0	$92k		305.00	300.82	View chart
Ishares Silver Trust Etf (SLV)	0.0	$90k		2.1k	42.37	View chart
Verizon Communications (VZ)	0.0	$89k		2.0k	43.95	View chart
Perpetua Resources (PPTA)	0.0	$89k	+107%	4.4k	20.23	View chart
iShares Core S&P Mid-Cap Etf (IJH)	0.0	$89k		1.4k	65.26	View chart
Rockwell Automation (ROK)	0.0	$87k		248.00	349.53	View chart
Newmont Mining Corporation (NEM)	0.0	$84k		990.00	84.31	View chart
SPDR S&P Oil & Gas Exploration & Production ETF Etf (XOP)	0.0	$81k		612.00	132.20	View chart
Ge Vernova (GEV)	0.0	$79k	+41%	129.00	614.90	View chart
Amgen (AMGN)	0.0	$79k	-9%	278.00	282.20	View chart
Prologis (PLD)	0.0	$77k		673.00	114.52	View chart
Intel Corporation (INTC)	0.0	$77k		2.3k	33.55	View chart
Sun Life Financial (SLF)	0.0	$77k		1.3k	60.03	View chart
Utilities SPDR ETF Etf (XLU)	0.0	$75k	-5%	865.00	87.21	View chart
iShares International Select Dividend Etf (IDV)	0.0	$73k		2.0k	36.55	View chart
Lockheed Martin Corporation (LMT)	0.0	$72k		144.00	499.21	View chart
Linkbancorp (LNKB)	0.0	$70k		9.9k	7.13	View chart
Procter & Gamble Company (PG)	0.0	$70k		455.00	153.65	View chart
WisdomTree US Dividend ex-Financials ETF Etf (AIVL)	0.0	$68k		591.00	114.28	View chart
Dimensional US High Profitability ETF Us High Profitab (DUHP)	0.0	$67k		1.8k	37.77	View chart
JPMorgan Chase & Co. (JPM)	0.0	$63k		201.00	315.43	View chart
Schwab US Mid-Cap ETF Etf (SCHM)	0.0	$63k		2.1k	29.64	View chart
VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL)	0.0	$62k	-9%	2.1k	29.73	View chart
PNC Financial Services (PNC)	0.0	$62k		308.00	200.93	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.0	$62k		1.0k	59.89	View chart
Walt Disney Company (DIS)	0.0	$61k	+12%	536.00	114.50	View chart
American Electric Power Company (AEP)	0.0	$61k		541.00	112.50	View chart
DNP Select Income Fund (DNP)	0.0	$60k		6.0k	10.01	View chart
Oracle Corporation (ORCL)	0.0	$56k		200.00	281.24	View chart
Duke Energy (DUK)	0.0	$56k		452.00	123.75	View chart
Texas Instruments Incorporated (TXN)	0.0	$55k		300.00	183.73	View chart
NVIDIA Corporation (NVDA)	0.0	$55k		294.00	186.58	View chart
Costco Wholesale Corporation (COST)	0.0	$55k	-7%	59.00	925.63	View chart
Air Products & Chemicals (APD)	0.0	$55k		200.00	272.72	View chart
Xcel Energy (XEL)	0.0	$53k		658.00	80.65	View chart
Freeport-McMoRan Copper & Gold (FCX)	0.0	$52k		1.3k	39.22	View chart
MasterCard Incorporated (MA)	0.0	$52k		91.00	568.81	View chart
Vanguard Short Term Bond ETF Etf (BSV)	0.0	$51k		652.00	78.91	View chart
Vanguard FTSE All-Wld ex-US ETF Etf (VEU)	0.0	$51k		712.00	71.37	View chart
Ameriprise Financial (AMP)	0.0	$49k		100.00	491.25	View chart
Goldman Sachs (GS)	0.0	$49k		61.00	796.34	View chart
General Mills (GIS)	0.0	$48k		960.00	50.42	View chart
Boeing Company (BA)	0.0	$48k		223.00	215.83	View chart
iShares MSCI Japan Etf (EWJ)	0.0	$48k		598.00	80.21	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.0	$47k	+3750%	77.00	612.38	View chart
iShares Core US REIT ETF Etf (USRT)	0.0	$47k		798.00	58.72	View chart
iShares Aaa - A Rated Corporate Bond ETF Etf (QLTA)	0.0	$46k		945.00	48.47	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$44k		1.8k	24.80	View chart
Northrop Grumman Corporation (NOC)	0.0	$43k		71.00	609.32	View chart
Vanguard Intmdt-Term Trs ETF Etf (VGIT)	0.0	$43k		708.00	60.03	View chart
iShares iBonds Dec 2031 Term Tr ETF Etf (IBTL)	0.0	$41k	-52%	2.0k	20.57	View chart
iShares Core S&P Total US Stock Mkt Etf (ITOT)	0.0	$41k		281.00	145.65	View chart
Schwab US Small-Cap ETF Etf (SCHA)	0.0	$39k	+5%	1.4k	27.90	View chart
iShares ESG Aware MSCI EAFE ETF Etf (ESGD)	0.0	$39k	+19%	419.00	92.98	View chart
McDonald's Corporation (MCD)	0.0	$38k	-16%	125.00	303.89	View chart
SPDR S&P Regional Banking ETF Etf (KRE)	0.0	$37k		581.00	63.30	View chart
Caterpillar (CAT)	0.0	$36k		76.00	477.14	View chart
Pepsi (PEP)	0.0	$36k	-6%	258.00	140.44	View chart
iShares MSCI Mexico ETF Etf (EWW)	0.0	$36k		529.00	68.21	View chart
Valaris Ord Cl A (VAL)	0.0	$35k		725.00	48.77	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$35k		150.00	234.96	View chart
Vanguard Large-Cap ETF Etf (VV)	0.0	$35k	-43%	114.00	307.86	View chart
Tc Energy Corp (TRP)	0.0	$35k		641.00	54.41	View chart
UnitedHealth (UNH)	0.0	$35k		100.00	344.89	View chart
Kimbell Royalty Partners Unit (KRP)	0.0	$33k		2.5k	13.49	View chart
Netflix (NFLX)	0.0	$32k		27.00	1198.93	View chart
MetLife (MET)	0.0	$32k		385.00	82.37	View chart
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)	0.0	$31k		619.00	50.63	View chart
Valero Energy Corporation (VLO)	0.0	$31k		181.00	170.26	View chart
American Tower Reit (AMT)	0.0	$31k		159.00	192.32	View chart
Flextronics International Ord (FLEX)	0.0	$30k		513.00	57.97	View chart
Broadcom (AVGO)	0.0	$30k	+80%	90.00	329.91	View chart
Synopsys (SNPS)	0.0	$30k		60.00	493.38	View chart
Stryker Corporation (SYK)	0.0	$30k		80.00	369.68	View chart
iShares iBonds Dec 2027 Term Tr ETF Etf (IBTH)	0.0	$29k		1.3k	22.52	View chart
Vanguard FTSE All-Wld ex-US SmCp ETF Etf (VSS)	0.0	$29k		204.00	142.55	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.0	$29k	NEW	571.00	50.07	View chart
Cisco Systems (CSCO)	0.0	$28k	+96%	408.00	68.42	View chart
iShares iBonds Dec 2026 Term Tr ETF Etf (IBTG)	0.0	$28k		1.2k	22.95	View chart
iShares Core MSCI Total Intl Stk Etf (IXUS)	0.0	$27k		332.00	82.58	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$25k		2.2k	11.69	View chart
Pure Storage Inc - Class A (PSTG)	0.0	$25k		300.00	83.81	View chart
Abbott Laboratories (ABT)	0.0	$25k		187.00	133.94	View chart
SPDR Blmbg Barclays Em Mkts Lcl Bd ETF Etf (EBND)	0.0	$24k	+8%	1.1k	21.36	View chart
Alphabet Inc A Cap Stk Cl A (GOOGL)	0.0	$23k		95.00	243.11	View chart
Waste Management (WM)	0.0	$23k	-16%	102.00	220.83	View chart
Ishares Russell MidCap Growth ETF Etf (IWP)	0.0	$23k	+5%	158.00	142.41	View chart
Main Street Capital Corporation (MAIN)	0.0	$22k		350.00	63.59	View chart
Guggenheim S&P 500 Pure Growth ETF Etf (RPG)	0.0	$22k		465.00	47.72	View chart
Invesco S&P 500 Revenue ETF Etf (RWL)	0.0	$22k	-33%	200.00	110.66	View chart
Nextera Energy (NEE)	0.0	$22k		293.00	75.49	View chart
Honda Motor Amern Shs (HMC)	0.0	$22k		718.00	30.80	View chart
Vanguard S&P Mid-Cap 400 ETF Etf (IVOO)	0.0	$22k		200.00	110.38	View chart
Hilton Worldwide Holdings (HLT)	0.0	$22k		85.00	259.44	View chart
ProShares Short QQQ Short Qqq New (PSQ)	0.0	$22k		700.00	31.04	View chart
SPDR Dow Jones Industrial Average Etf (DIA)	0.0	$21k		46.00	463.74	View chart
WisdomTree International Equity ETF Etf (DWM)	0.0	$21k		320.00	66.22	View chart
Dell Technologies (DELL)	0.0	$21k	+98%	149.00	141.77	View chart
Merck & Co (MRK)	0.0	$21k	-5%	250.00	83.93	View chart
Ford Motor Company (F)	0.0	$21k		1.7k	11.96	View chart
H&R Block (HRB)	0.0	$21k		406.00	50.57	View chart
CVS Caremark Corporation (CVS)	0.0	$20k		270.00	75.45	View chart
PowerShares FTSE RAFI US 1000 ETF Etf (PRF)	0.0	$20k		450.00	45.21	View chart
Industrial Select Sector SPDRA Sbi Int-inds (XLI)	0.0	$20k	-38%	130.00	154.23	View chart
iShares Core US Aggregate Bond Etf (AGG)	0.0	$20k	+23%	196.00	99.99	View chart
Raytheon Technologies Corp (RTX)	0.0	$19k		115.00	167.33	View chart
Novartis Ag- Sponsored Adr (NVS)	0.0	$19k		150.00	128.24	View chart
Toyota Motor Corp - Ads (TM)	0.0	$19k		100.00	191.09	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$19k		136.00	140.05	View chart
Materials Select Sector SPDRA Etf (XLB)	0.0	$19k		210.00	89.62	View chart
Enterprise Products Partners (EPD)	0.0	$19k		600.00	31.27	View chart
Oneok (OKE)	0.0	$18k		251.00	72.97	View chart
iShares ESG Aware US Aggregate Bond ETF Etf (EAGG)	0.0	$18k	NEW	378.00	48.03	View chart
First Trust Health Care AlphaDEX Etf (FXH)	0.0	$18k		161.00	109.67	View chart
Abbvie (ABBV)	0.0	$17k		75.00	231.55	View chart
Truist Financial Corp equities (TFC)	0.0	$17k		377.00	45.72	View chart
BP Adr (BP)	0.0	$17k		500.00	34.46	View chart
SPDR Gold Shares Etf (GLD)	0.0	$17k		48.00	355.48	View chart
ProShares Short S&P500 Short S&p 500 Ne (SH)	0.0	$17k		451.00	36.96	View chart
Bank of America Corporation (BAC)	0.0	$17k		323.00	51.59	View chart
Equinix (EQIX)	0.0	$16k		21.00	783.24	View chart
Lam Research (LRCX)	0.0	$16k		122.00	133.90	View chart
SPDR S&P Global Natural Resources ETF Etf (GNR)	0.0	$16k		270.00	59.21	View chart
iShares MSCI EmrgMkts MinVolatility Etf (EEMV)	0.0	$16k		245.00	63.83	View chart
iShares US Real Estate Etf (IYR)	0.0	$15k		158.00	97.08	View chart
Ares Capital Corporation (ARCC)	0.0	$15k	-12%	729.00	20.41	View chart
Market Vectors Agribusiness ETF Etf (MOO)	0.0	$15k		200.00	73.45	View chart
Nokia Oyj Sponsored Adr (NOK)	0.0	$14k		2.9k	4.81	View chart
CSX Corporation (CSX)	0.0	$14k		396.00	35.51	View chart
Banta Cp Cl A Ltd Vt Sh (BN)	0.0	$14k		200.00	68.58	View chart
Cme (CME)	0.0	$14k		50.00	270.20	View chart
Vanguard Emerging Mkts Govt Bd ETF Etf (VWOB)	0.0	$13k		200.00	66.90	View chart
Qualcomm (QCOM)	0.0	$13k		80.00	166.36	View chart
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)	0.0	$13k		141.00	94.31	View chart
Progress Software Corporation (PRGS)	0.0	$13k		300.00	43.93	View chart
FirstEnergy (FE)	0.0	$13k		285.00	45.82	View chart
WisdomTree Japan Hedged Equity Etf (DXJ)	0.0	$13k		100.00	128.03	View chart
Exelon Corporation (EXC)	0.0	$13k	-7%	278.00	45.01	View chart
Immunocore Holdings Ads (IMCR)	0.0	$12k		330.00	36.33	View chart
Union Pacific Corporation (UNP)	0.0	$12k		50.00	236.38	View chart
WisdomTree US MidCap Dividend ETF Etf (DON)	0.0	$12k		222.00	52.30	View chart
Interactive Brokers (IBKR)	0.0	$12k		168.00	68.81	View chart
SPDR S&P Emerging Asia Pacific ETF Etf (GMF)	0.0	$12k		83.00	139.01	View chart
iShares Morningstar Small-Cap Growth ETF Etf (ISCG)	0.0	$11k		210.00	54.31	View chart
Cardinal Health (CAH)	0.0	$11k		70.00	156.96	View chart
Blackrock Muniyield Fund (MYD)	0.0	$11k		1.0k	10.56	View chart
Health Care Select Sector SPDR Sbi Healthcare (XLV)	0.0	$10k		75.00	139.17	View chart
Tanger Factory Outlet Centers (SKT)	0.0	$10k		300.00	33.84	View chart
Technology Select Sector SPDRA Etf (XLK)	0.0	$10k	-21%	36.00	281.86	View chart
Paychex (PAYX)	0.0	$10k		80.00	126.76	View chart
Churchill Downs (CHDN)	0.0	$9.7k		100.00	97.01	View chart
Financial Select Sector SPDR Etf (XLF)	0.0	$9.7k		180.00	53.87	View chart
ConocoPhillips (COP)	0.0	$9.5k	-18%	100.00	94.59	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$8.9k		326.00	27.30	View chart
Pentair cs (PNR)	0.0	$8.5k		77.00	110.77	View chart
Colgate-Palmolive Company (CL)	0.0	$8.0k		100.00	79.94	View chart
Range Resources (RRC)	0.0	$7.7k		204.00	37.64	View chart
Astrazeneca Plc -spons Adr (AZN)	0.0	$7.7k		100.00	76.72	View chart
Kimberly-Clark Corporation (KMB)	0.0	$7.5k		60.00	124.33	View chart
Nutanix Cl A (NTNX)	0.0	$7.4k		100.00	74.39	View chart
Comcast Corporation (CMCSA)	0.0	$7.4k		234.00	31.42	View chart
salesforce (CRM)	0.0	$7.3k	-11%	31.00	237.00	View chart
iShares MSCI EAFE Etf (EFA)	0.0	$7.2k		77.00	93.36	View chart
iShares MSCI USA Momentum Factor ETF Etf (MTUM)	0.0	$7.2k		28.00	256.46	View chart
iShares S&P Small-Cap 600 Growth Etf (IJT)	0.0	$7.1k		50.00	141.50	View chart
Southern Copper Corporation (SCCO)	0.0	$7.0k		58.00	121.36	View chart
Southern Company (SO)	0.0	$6.9k		73.00	94.77	View chart
JPMorgan Diversified Return EMkts Eq ETF Etf (JPEM)	0.0	$6.9k		117.00	58.74	View chart
Guggenheim S&P 500A Equal Weight Etf (RSP)	0.0	$6.6k		35.00	189.71	View chart
Occidental Petroleum Corporation (OXY)	0.0	$6.1k		130.00	47.25	View chart
Schwab Fundamental US Large Company ETF Etf (FNDX)	0.0	$6.1k	NEW	231.00	26.30	View chart
Baker Hughes Co Class A Cl A (BKR)	0.0	$6.0k		124.00	48.72	View chart
iShares Russell 1000 Etf (IWB)	0.0	$5.8k		16.00	365.50	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.0	$5.8k	NEW	78.00	74.37	View chart
Becton, Dickinson and (BDX)	0.0	$5.6k		30.00	187.17	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.0	$5.4k	+74%	47.00	113.87	View chart
Eversource Energy (ES)	0.0	$5.1k		72.00	71.14	View chart
Booz Allen Hamilton Holding Corporation (BAH)	0.0	$5.1k		51.00	99.94	View chart
Goldman Sachs ActiveBeta US LgCp Eq ETF Etf (GSLC)	0.0	$5.1k		39.00	130.28	View chart
Fortinet (FTNT)	0.0	$5.0k	-13%	60.00	84.08	View chart
Kinder Morgan (KMI)	0.0	$5.0k		177.00	28.31	View chart
Bristol Myers Squibb (BMY)	0.0	$5.0k		110.00	45.10	View chart
Thermo Fisher Scientific (TMO)	0.0	$4.9k	-76%	10.00	485.00	View chart
iShares US Preferred Etf (PFF)	0.0	$4.7k		150.00	31.62	View chart
Marriott International (MAR)	0.0	$4.7k		18.00	260.44	View chart
Twilio Cl A (TWLO)	0.0	$4.6k		46.00	100.09	View chart
Molson Coors Brewing Co B CL B (TAP)	0.0	$4.5k		100.00	45.25	View chart
Pfizer (PFE)	0.0	$4.5k	-12%	175.00	25.48	View chart
Brookfield Asset Management INC REGISTERED SHS -A- Cl A Lmt Vtg Shs (BAM)	0.0	$4.4k		78.00	56.94	View chart
Service Corporation International (SCI)	0.0	$4.4k		53.00	83.23	View chart
Vanguard Index Funds Vanguard Mid-Cap Etf Etf (VO)	0.0	$4.4k		15.00	293.73	View chart
Vanguard S&P 500 Growth ETF Etf (VOOG)	0.0	$4.4k		10.00	435.50	View chart
Uber Technologies (UBER)	0.0	$4.3k		44.00	97.98	View chart
Paypal Holdings (PYPL)	0.0	$4.2k		63.00	67.06	View chart
Evergy (EVRG)	0.0	$4.2k		55.00	76.02	View chart
Fidelity Enhanced Large Cap Growth ETF Enhanced Large (FELG)	0.0	$4.2k		101.00	41.18	View chart
L3harris Technologies (LHX)	0.0	$4.0k		13.00	305.38	View chart
Owens Corning (OC)	0.0	$4.0k	-6%	28.00	141.46	View chart
ACADIA Pharmaceuticals (ACAD)	0.0	$3.8k		180.00	21.34	View chart
iShares S&P MidCap 400 Growth Etf (IJK)	0.0	$3.8k		40.00	95.90	View chart
Southwest Airlines (LUV)	0.0	$3.8k		120.00	31.91	View chart
iShares ESG Aware MSCI EM ETF Etf (ESGE)	0.0	$3.8k	NEW	88.00	43.42	View chart
Align Technology (ALGN)	0.0	$3.8k		30.00	125.23	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.0	$3.6k	NEW	174.00	20.93	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$3.6k		25.00	144.36	View chart
Schwab Fundamental US Small Company ETF Etf (FNDA)	0.0	$3.6k	NEW	114.00	31.16	View chart
Starwood Property Trust (STWD)	0.0	$3.5k		180.00	19.37	View chart
Moderna (MRNA)	0.0	$3.4k		130.00	25.83	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.0	$3.3k	NEW	16.00	206.50	View chart
GE HealthCare Technologies Common Stock (GEHC)	0.0	$3.2k		43.00	75.09	View chart
Schwab Fundamental Intl Lg Co ETF Etf (FNDF)	0.0	$3.2k	NEW	74.00	42.96	View chart
Vanguard Total International Bond ETF Etf (BNDX)	0.0	$3.1k	NEW	63.00	49.46	View chart
Under Armour Inc Cl C (UA)	0.0	$3.1k		639.00	4.83	View chart
Monster Beverage Corp (MNST)	0.0	$3.0k		44.00	67.32	View chart
Honeywell International (HON)	0.0	$2.9k		14.00	210.50	View chart
Rumble Inc Com Cl A (RUM)	0.0	$2.9k		400.00	7.24	View chart
iShares Russell 1000 Growth Etf (IWF)	0.0	$2.8k		6.00	468.33	View chart
Under Armour (UAA)	0.0	$2.8k		563.00	4.99	View chart
iShares Broad USD High Yield Corp Bd ETF Etf (USHY)	0.0	$2.8k	NEW	74.00	37.78	View chart
Ecolab (ECL)	0.0	$2.7k	-62%	10.00	273.90	View chart
Alibaba Group Holding Sponsored Adr (BABA)	0.0	$2.7k		15.00	178.73	View chart
4068594 Enphase Energy (ENPH)	0.0	$2.7k		75.00	35.39	View chart
Hess Midstream Cl A Shs (HESM)	0.0	$2.6k		75.00	34.55	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	0.0	$2.5k	NEW	37.00	67.84	View chart
Consumer Discret Select Sector SPDRA Sbi Cons Discr (XLY)	0.0	$2.4k	-50%	10.00	239.60	View chart
Nushares Etf Tr a (NUSC)	0.0	$2.4k	NEW	54.00	44.09	View chart
iShares U.S. Equity Factor Rotation Active ETF Etf (DYNF)	0.0	$2.4k	NEW	40.00	59.20	View chart
SPDR Portfolio TIPS ETF Etf (SPIP)	0.0	$2.3k	NEW	86.00	26.31	View chart
TE Connectivity SHS (TEL)	0.0	$2.2k		10.00	219.50	View chart
United Parcel Service (UPS)	0.0	$2.1k		25.00	83.52	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	0.0	$2.0k	NEW	43.00	46.72	View chart
Rivian Automotive Inc Class A (RIVN)	0.0	$1.9k		127.00	14.68	View chart
Enovix Corp (ENVX)	0.0	$1.8k		180.00	9.97	View chart
Target Corporation (TGT)	0.0	$1.8k		20.00	89.70	View chart
Schwab US TIPS ETF Etf (SCHP)	0.0	$1.8k	NEW	66.00	26.95	View chart
Global X Robotics & Artfcl Intllgnc ETF Etf (BOTZ)	0.0	$1.8k		50.00	35.44	View chart
Schwab US REIT ETF Etf (SCHH)	0.0	$1.7k	NEW	80.00	21.57	View chart
Hp (HPQ)	0.0	$1.7k	NEW	63.00	27.22	View chart
iShares Russell 1000 Value Etf (IWD)	0.0	$1.6k	NEW	8.00	203.62	View chart
Wyndham Hotels And Resorts (WH)	0.0	$1.6k		20.00	79.90	View chart
Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE)	0.0	$1.6k	NEW	43.00	36.16	View chart
Hewlett Packard Enterprise (HPE)	0.0	$1.5k	NEW	63.00	24.56	View chart
Vanguard Index Funds Vanguard Small-Cap Etf Etf (VB)	0.0	$1.5k	NEW	6.00	254.33	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$1.5k	-66%	17.00	89.65	View chart
Schwab Fundamental Intl Sm Co ETF Etf (FNDC)	0.0	$1.4k	NEW	32.00	44.50	View chart
Global X MLP ETF Etf (MLPA)	0.0	$1.4k	NEW	29.00	48.41	View chart
Fidelity Enhanced Large Cap Value ETF Enhanced Large (FELV)	0.0	$1.4k		41.00	33.90	View chart
Teva Pharmaceutical Industries (TEVA)	0.0	$1.4k		68.00	20.18	View chart
Lowe's Companies (LOW)	0.0	$1.3k		5.00	260.60	View chart
Brighthouse Finl (BHF)	0.0	$1.3k		24.00	53.08	View chart
Ishares U S Technology Etf Etf (IYW)	0.0	$1.2k	NEW	6.00	195.83	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.0	$1.2k	NEW	26.00	45.08	View chart
Snap Inc cl a (SNAP)	0.0	$1.2k		150.00	7.71	View chart
Schwab International Small-Cap Eq ETF Etf (SCHC)	0.0	$1.1k	NEW	24.00	45.50	View chart
SPDR Portfolio High Yield Bond ETF Etf (SPHY)	0.0	$1.1k	NEW	44.00	23.93	View chart
Bitwise Bitcoin ETF Shs Ben Int (BITB)	0.0	$996.000000		16.00	62.25	View chart
Johnson Controls International Plc equity (JCI)	0.0	$990.000000		9.00	110.00	View chart
Dow (DOW)	0.0	$939.998800	-51%	41.00	22.93	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$933.998800	NEW	28.00	33.36	View chart
iShares U.S. Thematic Rotation ActiveETF Etf (THRO)	0.0	$909.000000	NEW	24.00	37.88	View chart
Lululemon Athletica (LULU)	0.0	$890.000000		5.00	178.00	View chart
Medtronic (MDT)	0.0	$856.999800		9.00	95.22	View chart
iShares Russell Mid-Cap Value Etf (IWS)	0.0	$838.000200	NEW	6.00	139.67	View chart
Xtrackers USD High Yield Corp Bd ETF Xtrack Usd High (HYLB)	0.0	$815.999800	NEW	22.00	37.09	View chart
Illinois Tool Works (ITW)	0.0	$782.000100	-72%	3.00	260.67	View chart
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)	0.0	$675.000000	NEW	10.00	67.50	View chart
Wabtec Corporation (WAB)	0.0	$600.999900		3.00	200.33	View chart
PowerShares Water Resources Etf (PHO)	0.0	$505.000300		7.00	72.14	View chart
iShares Future AI & Tech ETF Etf (ARTY)	0.0	$504.000200		11.00	45.82	View chart
Paramount Skydance Corp Cl B (PSKY)	0.0	$473.000000	NEW	25.00	18.92	View chart
iShares Currency Hedged MSCI EAFE ETF Etf (HEFA)	0.0	$436.000400	NEW	11.00	39.64	View chart
Jazz Pharmaceuticals (JAZZ)	0.0	$395.000100		3.00	131.67	View chart
Schwab Fundamental US Broad Market ETF Etf (FNDB)	0.0	$385.999500		15.00	25.73	View chart
VanEck Vectors JP Morgan EM LC Bd ETF Etf (EMLC)	0.0	$382.999500	NEW	15.00	25.53	View chart
Beyond Meat (BYND)	0.0	$378.000000		200.00	1.89	View chart
Emergent BioSolutions (EBS)	0.0	$353.000000		40.00	8.82	View chart
WisdomTree Europe SmallCap Dividend ETF Etf (DFE)	0.0	$352.000000		5.00	70.40	View chart
Vishay Intertechnology (VSH)	0.0	$229.999500		15.00	15.33	View chart
Nvent Electric SHS (NVT)	0.0	$197.000000		2.00	98.50	View chart
Organon &Co Common Stock (OGN)	0.0	$160.000500		15.00	10.67	View chart
Spectrum Brands Holding (SPB)	0.0	$158.000100		3.00	52.67	View chart
Viatris (VTRS)	0.0	$148.999500		15.00	9.93	View chart
Rt-cohen & Steers Infr 16oct25 Right 10/16/2025	0.0	$139.018000	NEW	1.8k	0.08	View chart
Kohl's Corporation (KSS)	0.0	$108.000200		7.00	15.43	View chart
Prothena Corp SHS (PRTA)	0.0	$98.000000		10.00	9.80	View chart
Dxc Technology (DXC)	0.0	$68.000000	NEW	5.00	13.60	View chart
Aqua Metals	0.0	$13.000000	NEW	2.00	6.50	View chart
Advanced Battery Technologies	0.0	$0		30.00	0.00	View chart
New Age Beverages Corp	0.0	$0		100.00	0.00	View chart

Past Filings by Lowe Wealth Advisors

SEC 13F filings are viewable for Lowe Wealth Advisors going back to 2015

Lowe Wealth Advisors 2025 Q3 filed Oct. 16, 2025
Lowe Wealth Advisors 2025 Q2 filed July 8, 2025
Lowe Wealth Advisors 2025 Q1 filed April 8, 2025
Lowe Wealth Advisors 2024 Q4 filed Jan. 10, 2025
Lowe Wealth Advisors 2024 Q3 filed Oct. 2, 2024
Lowe Wealth Advisors 2024 Q2 filed July 9, 2024
Lowe Wealth Advisors 2024 Q1 filed April 9, 2024
Lowe Wealth Advisors 2023 Q4 filed Jan. 5, 2024
Lowe Wealth Advisors 2023 Q3 filed Oct. 23, 2023
Lowe Wealth Advisors 2023 Q2 filed July 7, 2023
Lowe Wealth Advisors 2023 Q1 filed April 5, 2023
Lowe Wealth Advisors 2022 Q4 filed Jan. 17, 2023
Lowe Wealth Advisors 2022 Q3 filed Oct. 6, 2022
Lowe Wealth Advisors 2022 Q2 filed July 7, 2022
Lowe Wealth Advisors 2022 Q1 filed April 8, 2022
Lowe Wealth Advisors 2021 Q4 filed Jan. 18, 2022

View all past filings

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