# Lowe Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1574010. Source: https://holderbook.com/funds/1574010-lowe-wealth-advisors-llc/

- Reported value: $274.0M
- Positions: 393
- Weight of the ten largest: 74.8%
- Filed: 2025-10-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $83.4M | 125,140 | 30.4% | 28 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $26.5M | 44,139 | 9.7% | 28 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $20.7M | 217,277 | 7.5% | 28 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $13.4M | 167,286 | 4.9% | 28 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $13.0M | 443,942 | 4.8% | 11 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $12.0M | 165,174 | 4.4% | 18 |
| LISTED FDS TR | [INFL](https://holderbook.com/stocks/INFL/) | $11.2M | 250,770 | 4.1% | 17 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $10.0M | 196,281 | 3.6% | 28 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $8.3M | 82,210 | 3.0% | 28 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $6.5M | 114,096 | 2.4% | 17 |
| ISHARES TR | [IGRO](https://holderbook.com/stocks/IGRO/) | $5.7M | 71,336 | 2.1% | 6 |
| ISHARES TR | [IYY](https://holderbook.com/stocks/IYY/) | $5.3M | 32,670 | 1.9% | 28 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $4.4M | 31,073 | 1.6% | 14 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $3.8M | 49,221 | 1.4% | 28 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $3.4M | 57,079 | 1.2% | 13 |
| SPDR INDEX SHS FDS | [GII](https://holderbook.com/stocks/GII/) | $2.7M | 38,266 | 1.0% | 6 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $2.6M | 4,351 | 0.9% | 28 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $2.1M | 24,609 | 0.8% | 6 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 2,978 | 0.6% | 28 |
| INVESCO EXCH TRADED FD TR II | [PXH](https://holderbook.com/stocks/PXH/) | $1.4M | 54,559 | 0.5% | 15 |
| T ROWE PRICE EXCHANGE-TRADED | [TCAL](https://holderbook.com/stocks/TCAL/) | $1.4M | 56,823 | 0.5% | 2 |
| AB ACTIVE ETFS INC | [YEAR](https://holderbook.com/stocks/YEAR/) | $1.4M | 27,174 | 0.5% | 9 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $1.3M | 3,512 | 0.5% | 28 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.2M | 13,394 | 0.4% | 28 |
| PROSHARES TR | [NOBL](https://holderbook.com/stocks/NOBL/) | $1.2M | 11,509 | 0.4% | 13 |
| INVESCO EXCH TRADED FD TR II | [PXF](https://holderbook.com/stocks/PXF/) | $1.2M | 18,951 | 0.4% | 15 |
| J P MORGAN EXCHANGE TRADED F | [JSCP](https://holderbook.com/stocks/JSCP/) | $1.2M | 24,291 | 0.4% | 12 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $1.1M | 19,921 | 0.4% | 9 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.1M | 4,299 | 0.4% | 28 |
| WISDOMTREE TR | [EPI](https://holderbook.com/stocks/EPI/) | $1.1M | 24,112 | 0.4% | 28 |
| T ROWE PRICE EXCHANGE-TRADED | [TCAF](https://holderbook.com/stocks/TCAF/) | $1.0M | 26,988 | 0.4% | 7 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $931.6K | 13,923 | 0.3% | 28 |
| VANECK ETF TRUST | [SMOT](https://holderbook.com/stocks/SMOT/) | $698.1K | 19,350 | 0.3% | 10 |
| ISHARES INC | [DVYE](https://holderbook.com/stocks/DVYE/) | $689.8K | 23,235 | 0.3% | 11 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $682.3K | 3,162 | 0.2% | 11 |
| VANECK ETF TRUST | [CLOI](https://holderbook.com/stocks/CLOI/) | $556.8K | 10,486 | 0.2% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $556.3K | 4,934 | 0.2% | 28 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $500.8K | 682 | 0.2% | 28 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $478.8K | 5,237 | 0.2% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $450.5K | 6,126 | 0.2% | 3 |
| AMEREN CORP | [AEE](https://holderbook.com/stocks/AEE/) | $431.9K | 4,138 | 0.2% | 28 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $385.3K | 4,413 | 0.1% | 28 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $381.2K | 3,190 | 0.1% | 3 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $356.6K | 1,215 | 0.1% | 28 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $347.2K | 2,402 | 0.1% | 9 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $335.3K | 3,655 | 0.1% | 12 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $316.4K | 4,800 | 0.1% | 28 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $307.4K | 2,510 | 0.1% | 28 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $297.4K | 8,004 | 0.1% | 28 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $294.1K | 12,631 | 0.1% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $288.6K | 574 | 0.1% | 28 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $286.5K | 428 | 0.1% | 28 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $276.5K | 980 | 0.1% | 19 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $268.1K | 1,391 | 0.1% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $256.6K | 782 | 0.1% | 28 |
| REAVES UTIL INCOME FD | [UTG](https://holderbook.com/stocks/UTG/) | $247.6K | 6,250 | 0.1% | 17 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $224.8K | 4,708 | 0.1% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $213.0K | 970 | 0.1% | 28 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $204.3K | 426 | 0.1% | 28 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $189.2K | 1,909 | 0.1% | 11 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $181.0K | 1,243 | 0.1% | 22 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $175.3K | 937 | 0.1% | 28 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $174.8K | 1,388 | 0.1% | 28 |
| ISHARES TR | [OEF](https://holderbook.com/stocks/OEF/) | $174.4K | 524 | 0.1% | 28 |
| ISHARES TR | [IPAC](https://holderbook.com/stocks/IPAC/) | $170.7K | 2,325 | 0.1% | 20 |
| PUBLIC SVC ENTERPRISE GROUP | [PEG](https://holderbook.com/stocks/PEG/) | $170.6K | 2,044 | 0.1% | 9 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $168.0K | 1,876 | 0.1% | 6 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $163.0K | 1,350 | 0.1% | 28 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $157.4K | 2,905 | 0.1% | 7 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $153.4K | 470 | 0.1% | 23 |
| ISHARES TR | [ILF](https://holderbook.com/stocks/ILF/) | $149.6K | 5,178 | 0.1% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $148.4K | 796 | 0.1% | 28 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $145.1K | 5,139 | 0.1% | 28 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $144.5K | 1,017 | 0.1% | 28 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $140.9K | 2,640 | 0.1% | 28 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $138.7K | 406 | 0.1% | 28 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $134.6K | 2,070 | 0.0% | 6 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $133.5K | 2,013 | 0.0% | 28 |
| LIVE NATION ENTERTAINMENT IN | [LYV](https://holderbook.com/stocks/LYV/) | $130.7K | 800 | 0.0% | 13 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $129.4K | 291 | 0.0% | 20 |
| KRANESHARES TRUST | [IVOL](https://holderbook.com/stocks/IVOL/) | $125.3K | 6,500 | 0.0% | 21 |
| BADGER METER INC | [BMI](https://holderbook.com/stocks/BMI/) | $125.0K | 700 | 0.0% | 26 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $123.1K | 1,036 | 0.0% | 28 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $121.0K | 4,595 | 0.0% | 15 |
| SPDR SERIES TRUST | [PSK](https://holderbook.com/stocks/PSK/) | $117.0K | 3,538 | 0.0% | 20 |
| BROADRIDGE FINL SOLUTIONS IN | [BR](https://holderbook.com/stocks/BR/) | $116.9K | 491 | 0.0% | 28 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $111.7K | 400 | 0.0% | 13 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $111.7K | 276 | 0.0% | 28 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $111.1K | 1,071 | 0.0% | 28 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $110.1K | 3,000 | 0.0% | 17 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $108.5K | 449 | 0.0% | 28 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $107.9K | 1,032 | 0.0% | 24 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $106.5K | 1,638 | 0.0% | 28 |
| VANECK ETF TRUST | [OIH](https://holderbook.com/stocks/OIH/) | $103.7K | 399 | 0.0% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $103.2K | 557 | 0.0% | 28 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $100.0K | 1,982 | 0.0% | 5 |
| SPDR INDEX SHS FDS | [CWI](https://holderbook.com/stocks/CWI/) | $100.0K | 2,864 | 0.0% | 8 |
| GARMIN LTD | [GRMN](https://holderbook.com/stocks/GRMN/) | $98.5K | 400 | 0.0% | 23 |
| ISHARES TR | [IBTK](https://holderbook.com/stocks/IBTK/) | $98.1K | 4,937 | 0.0% | 3 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $96.1K | 1,136 | 0.0% | 28 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2025 | +6.1% | +7.8% | -1.7% | 100% |
| Q2 2025 | +6.6% | +10.5% | -3.9% | 100% |
| Q1 2025 | -0.6% | -4.6% | +4.0% | 100% |
| Q4 2024 | -0.1% | +2.1% | -2.2% | 100% |
| Q3 2024 | +5.4% | +5.4% | -0.0% | 100% |
| Q2 2024 | +2.3% | +4.0% | -1.7% | 100% |
| Q1 2024 | +6.6% | +10.0% | -3.5% | 100% |
| Q4 2023 | +7.5% | +11.2% | -3.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $274.0M | 393 |
| Q2 2025 | $256.2M | 363 |
| Q1 2025 | $235.4M | 370 |
| Q4 2024 | $234.7M | 358 |
| Q3 2024 | $232.1M | 316 |
| Q2 2024 | $219.5M | 313 |
| Q1 2024 | $214.7M | 305 |
| Q4 2023 | $202.1M | 313 |
| Q3 2023 | $188.0M | 303 |
| Q2 2023 | $197.1M | 354 |
| Q1 2023 | $185.8M | 349 |
| Q4 2022 | $181.0M | 355 |