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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) |
|---|---|---|---|---|---|
| Evergy Inc | COM | 30034W106 | — | 55 shares | $4,181 |
| Fidelity Enhanced Large Cap Growth ETF | ENHANCED LARGE | 31609A305 | — | 101 shares | $4,159 |
| L3Harris Technologies Inc | COM | 502431109 | — | 13 shares | $3,970 |
| Owens-Corning Inc | COM | 690742101 | — | 28 shares | $3,961 |
| ACADIA Pharmaceuticals Inc | COM | 004225108 | — | 180 shares | $3,841 |
| iShares S&P MidCap 400 Growth | ETF | 464287606 | — | 40 shares | $3,836 |
| Southwest Airlines Co | COM | 844741108 | — | 120 shares | $3,829 |
| iShares ESG Aware MSCI EM ETF | ETF | 46434G863 | — | 88 shares | $3,821 |
| Align Technology Inc | COM | 016255101 | — | 30 shares | $3,757 |
| Invesco Senior Loan ETF | ETF | 46138G508 | — | 174 shares | $3,642 |
| Ishares Nasdaq Biotechnology | ETF | 464287556 | — | 25 shares | $3,609 |
| Schwab Fundamental US Small Company ETF | ETF | 808524763 | — | 114 shares | $3,552 |
| Starwood Property Trust Inc. | COM | 85571B105 | — | 180 shares | $3,487 |
| MODERNA INC | COM | 60770K107 | — | 130 shares | $3,358 |
| iShares S&P 500 Value ETF | ETF | 464287408 | — | 16 shares | $3,304 |
| GE HealthCare Technologies Inc Common Stock | COMMON STOCK | 36266G107 | — | 43 shares | $3,229 |
| Schwab Fundamental Intl Lg Co ETF | ETF | 808524755 | — | 74 shares | $3,179 |
| Vanguard Total International Bond ETF | ETF | 92203J407 | — | 63 shares | $3,116 |
| UNDER ARMOUR INC-CLASS C | COM | 904311206 | — | 639 shares | $3,086 |
| Monster Beverage Corp | COM | 61174X109 | — | 44 shares | $2,962 |
| Honeywell International Inc | COM | 438516106 | — | 14 shares | $2,947 |
| RUMBLE CL A ORD | COM | 78137L105 | — | 400 shares | $2,896 |
| iShares Russell 1000 Growth | ETF | 464287614 | — | 6 shares | $2,810 |
| UNDER ARMOUR INC. | COM | 904311107 | — | 563 shares | $2,809 |
| iShares Broad USD High Yield Corp Bd ETF | ETF | 46435U853 | — | 74 shares | $2,796 |
| Ecolab Inc | COM | 278865100 | — | 10 shares | $2,739 |
| Alibaba Group Holding Ltd Adr | SPONSORED ADR | 01609W102 | — | 15 shares | $2,681 |
| Enphase Energy Inc | COM | 29355A107 | — | 75 shares | $2,654 |
| Hess Midstream LP | CL A SHS | 428103105 | — | 75 shares | $2,591 |
| iShares MSCI EAFE Value ETF | ETF | 464288877 | — | 37 shares | $2,510 |
| Consumer Discret Select Sector SPDRA | SBI CONS DISCR | 81369Y407 | — | 10 shares | $2,396 |
| Nuveen ESG Small-Cap ETF | COM | 67092P607 | — | 54 shares | $2,381 |
| iShares U.S. Equity Factor Rotation Active ETF | ETF | 09290C103 | — | 40 shares | $2,368 |
| SPDR Portfolio TIPS ETF | ETF | 78464A656 | — | 86 shares | $2,263 |
| TE Connectivity Ltd | SHS | G87052109 | — | 10 shares | $2,195 |
| United Parcel Service Inc (UPS) | COM | 911312106 | — | 25 shares | $2,088 |
| iShares Core Total USD Bond Market ETF | ETF | 46434V613 | — | 43 shares | $2,009 |
| RIVIAN AUTOMOTIVE INC CLASS A | COM | 76954A103 | — | 127 shares | $1,864 |
| Enovix Corp | COM | 293594107 | — | 180 shares | $1,795 |
| TARGET CORPORATION | COM | 87612E106 | — | 20 shares | $1,794 |
| Schwab US TIPS ETF | ETF | 808524870 | — | 66 shares | $1,779 |
| Global X Robotics & Artfcl Intllgnc ETF | ETF | 37954Y715 | — | 50 shares | $1,772 |
| Schwab US REIT ETF | ETF | 808524847 | — | 80 shares | $1,726 |
| Hewlett-Packard Co | COM | 40434L105 | — | 63 shares | $1,715 |
| iShares Russell 1000 Value | ETF | 464287598 | — | 8 shares | $1,629 |
| Wyndham Hotels & Resorts Inc | COM | 98311A105 | — | 20 shares | $1,598 |
| Schwab Fundamental Emerg Mkts Lg Co ETF | ETF | 808524730 | — | 43 shares | $1,555 |
| Hewlett Packard Enterprise Co | COM | 42824C109 | — | 63 shares | $1,547 |
| Vanguard Index Funds Vanguard Small-Cap Etf | ETF | 922908751 | — | 6 shares | $1,526 |
| Pinnacle West Capital Corp | COM | 723484101 | — | 17 shares | $1,524 |
| Schwab Fundamental Intl Sm Co ETF | ETF | 808524748 | — | 32 shares | $1,424 |
| Global X MLP ETF | ETF | 37954Y343 | — | 29 shares | $1,404 |
| Fidelity Enhanced Large Cap Value ETF | ENHANCED LARGE | 31609A107 | — | 41 shares | $1,390 |
| Teva Pharmaceutical Industries Ltd | COM | 881624209 | — | 68 shares | $1,372 |
| lowes companies incorporated | COM | 548661107 | — | 5 shares | $1,303 |
| Brighthouse Finl Inc Com | COM | 10922N103 | — | 24 shares | $1,274 |
| Ishares U S Technology Etf | ETF | 464287721 | — | 6 shares | $1,175 |
| iShares ESG Aware MSCI USA Small-Cap ETF | ETF | 46435U663 | — | 26 shares | $1,172 |
| Snap Inc Cl A | COM | 83304A106 | — | 150 shares | $1,157 |
| Schwab International Small-Cap Eq ETF | ETF | 808524888 | — | 24 shares | $1,092 |
| SPDR Portfolio High Yield Bond ETF | ETF | 78468R606 | — | 44 shares | $1,053 |
| Bitwise Bitcoin ETF | SHS BEN INT | 09174C104 | — | 16 shares | $996 |
| Johnson Controls Inc | COM | G51502105 | — | 9 shares | $990 |
| Dow Chemical Co | COM | 260557103 | — | 41 shares | $940 |
| Schwab Emerging Markets Equity ETF | ETF | 808524706 | — | 28 shares | $934 |
| iShares U.S. Thematic Rotation ActiveETF | ETF | 09290C806 | — | 24 shares | $909 |
| Lululemon Athletica Inc Com Usd0.005 | COM | 550021109 | — | 5 shares | $890 |
| Medtronic Inc | COM | G5960L103 | — | 9 shares | $857 |
| iShares Russell Mid-Cap Value | ETF | 464287473 | — | 6 shares | $838 |
| Xtrackers USD High Yield Corp Bd ETF | XTRACK USD HIGH | 233051432 | — | 22 shares | $816 |
| Illinois Tool Works Inc | COM | 452308109 | — | 3 shares | $782 |
| iShares MSCI Emerging Mkts ex China ETF | ETF | 46434G764 | — | 10 shares | $675 |
| Westinghouse Air Brake Technologies Corp | COM | 929740108 | — | 3 shares | $601 |
| PowerShares Water Resources | ETF | 46137V142 | — | 7 shares | $505 |
| iShares Future AI & Tech ETF | ETF | 46435U556 | — | 11 shares | $504 |
| PARAMOUNT SKYDANCE CORP CL B | COM | 69932A204 | — | 25 shares | $473 |
| iShares Currency Hedged MSCI EAFE ETF | ETF | 46434V803 | — | 11 shares | $436 |
| Jazz Pharmaceuticals PLC | COM | G50871105 | — | 3 shares | $395 |
| Schwab Fundamental US Broad Market ETF | ETF | 808524789 | — | 15 shares | $386 |
| VanEck Vectors JP Morgan EM LC Bd ETF | ETF | 92189H300 | — | 15 shares | $383 |
| Beyond Meat Inc | COM | 08862E109 | — | 200 shares | $378 |
| Emergent BioSolutions Inc | COM | 29089Q105 | — | 40 shares | $353 |
| WisdomTree Europe SmallCap Dividend ETF | ETF | 97717W869 | — | 5 shares | $352 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 15 shares | $230 |
| Nvent Electric Plc Shs | SHS | G6700G107 | — | 2 shares | $197 |
| Organon &Co Common Stock | COMMON STOCK | 68622V106 | — | 15 shares | $160 |
| Spectrum Brands Holdings Inc Com | COM | 84790A105 | — | 3 shares | $158 |
| Viatris Inc | COM | 92556V106 | — | 15 shares | $149 |
| RT-COHEN & STEERS INFR 16OCT25 | RIGHT 10/16/2025 | 19248A117 | — | 1,780 shares | $139 |
| Kohl s Corp | COM | 500255104 | — | 7 shares | $108 |
| Prothena Corp PLC | SHS | G72800108 | — | 10 shares | $98 |
| DXC Technology Co | COM | 23355L106 | — | 5 shares | $68 |
| Aqua Metals Inc | COM | 03837J309 | — | 2 shares | $13 |
| Advanced Battery Technologies Inc | COM | 00752H102 | — | 30 shares | $0 |
| New Age Beverages Corp | COM | 650194103 | — | 100 shares | $0 |