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Lowe Wealth Advisors, LLC
Period ended Sep 30, 2025 · Latest filing Oct 16, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2025: $273,960,834
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR S&P 500 ETF · ETF · 78462F103 · shares: $83,365,501
- Invesco QQQ Trust · UNIT SER 1 · 46090E103 · shares: $26,499,557
- iShares Tr MSCI USA MinVolatility · ETF · 46429B697 · shares: $20,671,770
- Vanguard Short-Term Corporate Bond ETF · ETF · 92206C409 · shares: $13,371,163
- SPDR Portfolio Short Term Treasury ETF · ETF · 78468R101 · shares: $13,016,367
- iShares Gold Trust · ETF · 464285204 · shares: $12,019,729
- Horizon Kinetics Inflation Bnfcrs ETF · HORIZON KINETICS · 53656F623 · shares: $11,208,169
- JPMorgan Ultra-Short Income ETF · ETF · 46641Q837 · shares: $9,957,338
- PIMCO Enhanced Short Maturity ETF · ETF · 72201R833 · shares: $8,277,685
- JPMorgan Equity Premium Income ETF · ETF · 46641Q332 · shares: $6,514,865
Reported holdings
395 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ProShares Short QQQ | SHORT QQQ NEW | 74349Y837 | — | 700 shares | $21,728 |
| SPDR Dow Jones Industrial Average | ETF | 78467X109 | — | 46 shares | $21,332 |
| WisdomTree International Equity ETF | ETF | 97717W703 | — | 320 shares | $21,190 |
| Dell Inc | COM | 24703L202 | — | 149 shares | $21,124 |
| MERCK & CO. INC. | COM | 58933Y105 | — | 250 shares | $20,983 |
| Ford Motor Company | COM | 345370860 | — | 1,729 shares | $20,676 |
| H&R Block Inc | COM | 093671105 | — | 406 shares | $20,531 |
| CVS CAREMARK CORPORATION | COM | 126650100 | — | 270 shares | $20,372 |
| PowerShares FTSE RAFI US 1000 ETF | ETF | 46137V613 | — | 450 shares | $20,345 |
| Industrial Select Sector SPDRA | SBI INT-INDS | 81369Y704 | — | 130 shares | $20,050 |
| iShares Core US Aggregate Bond | ETF | 464287226 | — | 196 shares | $19,599 |
| Raytheon Technologies Ord | COM | 75513E101 | — | 115 shares | $19,243 |
| NOVARTIS AG-ADR | SPONSORED ADR | 66987V109 | — | 150 shares | $19,236 |
| TOYOTA MOTOR CORP -SPON ADR | ADS | 892331307 | — | 100 shares | $19,109 |
| SPDR S&P Dividend ETF | ETF | 78464A763 | — | 136 shares | $19,047 |
| Materials Select Sector SPDRA | ETF | 81369Y100 | — | 210 shares | $18,820 |
| Enterprise Products Partners LP | COM | 293792107 | — | 600 shares | $18,762 |
| ONEOK Inc | COM | 682680103 | — | 251 shares | $18,315 |
| iShares ESG Aware US Aggregate Bond ETF | ETF | 46435U549 | — | 378 shares | $18,155 |
| First Trust Health Care AlphaDEX | ETF | 33734X143 | — | 161 shares | $17,657 |
| Abbvie Inc | COM | 00287Y109 | — | 75 shares | $17,366 |
| Truist Finl Corp Com | COM | 89832Q109 | — | 377 shares | $17,236 |
| BP PLC | ADR | 055622104 | — | 500 shares | $17,230 |
| SPDR Gold Shares | ETF | 78463V107 | — | 48 shares | $17,063 |
| ProShares Short S&P500 | SHORT S&P 500 NE | 74349Y753 | — | 451 shares | $16,669 |
| Bank of America Corporation | COM | 060505104 | — | 323 shares | $16,664 |
| EQUINIX INC | COM | 29444U700 | — | 21 shares | $16,448 |
| Lam Research Corp | COM | 512807306 | — | 122 shares | $16,336 |
| SPDR S&P Global Natural Resources ETF | ETF | 78463X541 | — | 270 shares | $15,987 |
| iShares MSCI EmrgMkts MinVolatility | ETF | 464286533 | — | 245 shares | $15,638 |
| iShares US Real Estate | ETF | 464287739 | — | 158 shares | $15,339 |
| Ares Capital Corporation | COM | 04010L103 | — | 729 shares | $14,879 |
| Market Vectors Agribusiness ETF | ETF | 92189F700 | — | 200 shares | $14,690 |
| Nokia Oyj | SPONSORED ADR | 654902204 | — | 2,946 shares | $14,170 |
| CSX Corp | COM | 126408103 | — | 396 shares | $14,062 |
| BANTA CP | CL A LTD VT SH | 11271J107 | — | 200 shares | $13,716 |
| CME Group Inc/IL | COM | 12572Q105 | — | 50 shares | $13,510 |
| Vanguard Emerging Mkts Govt Bd ETF | ETF | 921946885 | — | 200 shares | $13,380 |
| Qualcomm Inc | COM | 747525103 | — | 80 shares | $13,309 |
| SPDR S&P 600 Small Cap Growth ETF | ETF | 78464A201 | — | 141 shares | $13,298 |
| Progress Software Corp | COM | 743312100 | — | 300 shares | $13,179 |
| FirstEnergy Corp | COM | 337932107 | — | 285 shares | $13,059 |
| WisdomTree Japan Hedged Equity | ETF | 97717W851 | — | 100 shares | $12,803 |
| Exelon Corp | COM | 30161N101 | — | 278 shares | $12,513 |
| Immunocore Holdings PLC ADR | ADS | 45258D105 | — | 330 shares | $11,989 |
| Union Pacific Corp | COM | 907818108 | — | 50 shares | $11,819 |
| WisdomTree US MidCap Dividend ETF | ETF | 97717W505 | — | 222 shares | $11,611 |
| Interactive Brokers Group Inc Class A | COM | 45841N107 | — | 168 shares | $11,560 |
| SPDR S&P Emerging Asia Pacific ETF | ETF | 78463X301 | — | 83 shares | $11,538 |
| iShares Morningstar Small-Cap Growth ETF | ETF | 464288604 | — | 210 shares | $11,405 |
| Cardinal Health Inc | COM | 14149Y108 | — | 70 shares | $10,987 |
| BlackRock MuniYield | COM | 09253W104 | — | 1,005 shares | $10,613 |
| Health Care Select Sector SPDR | SBI HEALTHCARE | 81369Y209 | — | 75 shares | $10,438 |
| Tanger Inc | COM | 875465106 | — | 300 shares | $10,152 |
| Technology Select Sector SPDRA | ETF | 81369Y803 | — | 36 shares | $10,147 |
| Paychex Inc | COM | 704326107 | — | 80 shares | $10,141 |
| Churchill Downs Inc | COM | 171484108 | — | 100 shares | $9,701 |
| Financial Select Sector SPDR | ETF | 81369Y605 | — | 180 shares | $9,697 |
| ConocoPhillips | COM | 20825C104 | — | 100 shares | $9,459 |
| Schwab US Dividend Equity ETF | ETF | 808524797 | — | 326 shares | $8,900 |
| Pentair Plc | COM | G7S00T104 | — | 77 shares | $8,529 |
| Colgate-Palmolive Co | COM | 194162103 | — | 100 shares | $7,994 |
| Range Resources Corp | COM | 75281A109 | — | 204 shares | $7,679 |
| ASTRAZENECA PLC -SPONS ADR | ADR | 046353108 | — | 100 shares | $7,672 |
| Kimberly-Clark Corp | COM | 494368103 | — | 60 shares | $7,460 |
| Nutanix Inc | CL A | 67059N108 | — | 100 shares | $7,439 |
| Comcast Corp | COM | 20030N101 | — | 234 shares | $7,352 |
| SALESFORCE COM COMPANY | COM | 79466L302 | — | 31 shares | $7,347 |
| iShares MSCI EAFE | ETF | 464287465 | — | 77 shares | $7,189 |
| iShares MSCI USA Momentum Factor ETF | ETF | 46432F396 | — | 28 shares | $7,181 |
| iShares S&P Small-Cap 600 Growth | ETF | 464287887 | — | 50 shares | $7,075 |
| Southern Copper Corp | COM | 84265V105 | — | 58 shares | $7,039 |
| Southern Co | COM | 842587107 | — | 73 shares | $6,918 |
| JPMorgan Diversified Return EMkts Eq ETF | ETF | 46641Q308 | — | 117 shares | $6,873 |
| Guggenheim S&P 500A Equal Weight | ETF | 46137V357 | — | 35 shares | $6,640 |
| Occidental Petroleum Corp | COM | 674599105 | — | 130 shares | $6,143 |
| Schwab Fundamental US Large Company ETF | ETF | 808524771 | — | 231 shares | $6,075 |
| Baker Hughes Co Class A | CL A | 05722G100 | — | 124 shares | $6,041 |
| iShares Russell 1000 | ETF | 464287622 | — | 16 shares | $5,848 |
| Vanguard Total Bond Market ETF | ETF | 921937835 | — | 78 shares | $5,801 |
| Becton Dickinson & Co | COM | 075887109 | — | 30 shares | $5,615 |
| iShares MSCI EAFE Growth ETF | ETF | 464288885 | — | 47 shares | $5,352 |
| Eversource Energy | COM | 30040W108 | — | 72 shares | $5,122 |
| Booz Allen Hamilton Holding Corp | COM | 099502106 | — | 51 shares | $5,097 |
| Goldman Sachs ActiveBeta US LgCp Eq ETF | ETF | 381430503 | — | 39 shares | $5,081 |
| Fortinet Inc | COM | 34959E109 | — | 60 shares | $5,045 |
| Kinder Morgan Inc. | COM | 49456B101 | — | 177 shares | $5,011 |
| Bristol-Myers Squibb Company | COM | 110122108 | — | 110 shares | $4,961 |
| Thermo Fisher Scientific Inc | COM | 883556102 | — | 10 shares | $4,850 |
| iShares US Preferred Stock | ETF | 464288687 | — | 150 shares | $4,743 |
| Marriott International Inc | COM | 571903202 | — | 18 shares | $4,688 |
| Twilio Inc | CL A | 90138F102 | — | 46 shares | $4,604 |
| Molson Coors Brewing Co B | CL B | 60871R209 | — | 100 shares | $4,525 |
| Pfizer Inc | COM | 717081103 | — | 175 shares | $4,459 |
| Brookfield Asset Management INC REGISTERED SHS -A- | CL A LMT VTG SHS | 113004105 | — | 78 shares | $4,441 |
| Service Corp International | COM | 817565104 | — | 53 shares | $4,411 |
| Vanguard Index Funds Vanguard Mid-Cap Etf | ETF | 922908629 | — | 15 shares | $4,406 |
| Vanguard S&P 500 Growth ETF | ETF | 921932505 | — | 10 shares | $4,355 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 44 shares | $4,311 |
| PayPal Holdings Inc | COM | 70450Y103 | — | 63 shares | $4,225 |