Lowe Wealth Advisors, LLC

COLUMBIA, MD · CIK 1574010 · 13F filing filed 2025-10-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEllicott City, MD

$274.0m reported value +6.9% vs Q2 2025

395positions

74.8%in top 10

40 new 49 added 58 reduced 10 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	125,140	$83.4m30.43%	30.43%	Reduced -2.2k	-2,164 -1.7%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	44,139	$26.5m9.67%	9.67%	Reduced -377	-377 -0.8%
3	ISHARES TR MSCI USA MIN VOL USMV	USMV	217,277	$20.7m7.55%	7.55%	Reduced -3.2k	-3,156 -1.4%
4	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	167,286	$13.4m4.88%	4.88%	Added +2.7k	+2,723 1.6%
5	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	443,942	$13.0m4.75%	4.75%	Added +17.3k	+17,304 4.1%
6	ISHARES GOLD TR ISHARES NEW IAU	IAU	165,174	$12.0m4.39%	4.39%	Reduced -2.3k	-2,313 -1.4%
7	LISTED FD TR HORIZON KINETICS INFL	INFL	250,770	$11.2m4.09%	4.09%	Added +5.7k	+5,652 2.3%
8	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	196,281	$10.0m3.63%	3.63%	Reduced -4.7k	-4,665 -2.3%
9	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	82,210	$8.3m3.02%	3.02%	Reduced -967	-967 -1.2%
10	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	114,096	$6.5m2.38%	2.38%	Reduced -1.6k	-1,645 -1.4%
11	ISHARES TR INTL DIV GRWTH IGRO	IGRO	71,336	$5.7m2.07%	2.07%	Added +8.2k	+8,191 13.0%
12	ISHARES TR DOW JONES US ETF IYY	IYY	32,670	$5.3m1.94%	1.94%	Reduced -1.2k	-1,239 -3.6%
13	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	31,073	$4.4m1.60%	1.60%	Added +346	+346 1.1%
14	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	49,221	$3.8m1.37%	1.37%	Added +80	+80 0.2%
15	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	57,079	$3.4m1.25%	1.25%	Reduced -327	-327 -0.6%
16	SPDR INDEX SHS FDS S&P GBLINF ETF GII	GII	38,266	$2.7m0.97%	0.97%	Added +10.2k	+10,154 36.1%
17	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	4,351	$2.6m0.95%	0.95%	Added +16	+16 0.4%
18	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	24,609	$2.1m0.76%	0.76%	Added +8.3k	+8,270 50.6%
19	MICROSOFT CORP COM MSFT	MSFT	2,978	$1.5m0.56%	0.56%	Reduced -20	-20 -0.7%
20	INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG PXH	PXH	54,559	$1.4m0.51%	0.51%	Added +1.3k	+1,330 2.5%
21	T ROWE PRICE ETF INC CAPITAL APPRECIA TCAL	TCAL	56,823	$1.4m0.51%	0.51%	Added +21.3k	+21,270 59.8%
22	AB ACTIVE ETFS INC ULTRA SHORT INCM YEAR	YEAR	27,174	$1.4m0.50%	0.50%	Reduced -437	-437 -1.6%
23	ISHARES TR RUSSELL 3000 ETF IWV	IWV	3,512	$1.3m0.49%	0.49%	Reduced -273	-273 -7.2%
24	SELECT SECTOR SPDR TR ENERGY XLE	XLE	13,394	$1.2m0.44%	0.44%	Added +5.4k	+5,399 67.5%
25	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	11,509	$1.2m0.43%	0.43%	Added +1.1k	+1,132 10.9%
26	INVESCO EXCH TRADED FD TR II RAFI DVLPD MRKTS PXF	PXF	18,951	$1.2m0.42%	0.42%	Reduced -223	-223 -1.2%
27	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	24,291	$1.2m0.42%	0.42%	Added +575	+575 2.4%
28	PACER FDS TR US CASH COWS 100 COWZ	COWZ	19,921	$1.1m0.42%	0.42%	Added +2.5k	+2,465 14.1%
29	APPLE INC COM AAPL	AAPL	4,299	$1.1m0.40%	0.40%	Reduced -20	-20 -0.5%
30	WISDOMTREE TR INDIA ERNGS FD EPI	EPI	24,112	$1.1m0.39%	0.39%	Added +1.0k	+1,020 4.4%
31	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	26,988	$1.0m0.37%	0.37%	Added +1.2k	+1,214 4.7%
32	MCCORMICK & CO INC COM NON VTG MKC	MKC	13,923	$931.6k0.34%	0.34%	Added +2	+2 0.0%
33	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	19,350	$698.1k0.25%	0.25%	Reduced -542	-542 -2.7%
34	ISHARES INC EM MKTS DIV ETF DVYE	DVYE	23,235	$689.8k0.25%	0.25%	Added +510	+510 2.2%
35	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,162	$682.3k0.25%	0.25%	Unchanged
36	VANECK ETF TRUST CLO ETF CLOI	CLOI	10,486	$556.8k0.20%	0.20%	Added +75	+75 0.7%
37	EXXON MOBIL CORP COM XOM	XOM	4,934	$556.3k0.20%	0.20%	Unchanged
38	META PLATFORMS INC CL A META	META	682	$500.8k0.18%	0.18%	Reduced -20	-20 -2.9%
39	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	5,237	$478.8k0.17%	0.17%	Added +233	+233 4.7%
40	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	6,126	$450.5k0.16%	0.16%	Added +2.9k	+2,900 89.9%
41	AMEREN CORP COM AEE	AEE	4,138	$431.9k0.16%	0.16%	Unchanged
42	ISHARES TR CORE MSCI EAFE IEFA	IEFA	4,413	$385.3k0.14%	0.14%	Added +16	+16 0.4%
43	ISHARES TR 3 7 YR TREAS BD IEI	IEI	3,190	$381.2k0.14%	0.14%	Added +76	+76 2.4%
44	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,215	$356.6k0.13%	0.13%	Unchanged
45	TJX COS INC NEW COM TJX	TJX	2,402	$347.2k0.13%	0.13%	Unchanged
46	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	3,655	$335.3k0.12%	0.12%	Reduced -164	-164 -4.3%
47	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,800	$316.4k0.12%	0.12%	Unchanged
48	ISHARES TR CORE HIGH DV ETF HDV	HDV	2,510	$307.4k0.11%	0.11%	Unchanged
49	PPL CORP COM PPL	PPL	8,004	$297.4k0.11%	0.11%	Unchanged
50	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	12,631	$294.1k0.11%	0.11%	Added +78	+78 0.6%
51	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	574	$288.6k0.11%	0.11%	Unchanged
52	ISHARES TR CORE S&P500 ETF IVV	IVV	428	$286.5k0.10%	0.10%	Added +119	+119 38.5%
53	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	980	$276.5k0.10%	0.10%	Unchanged
54	MARATHON PETE CORP COM MPC	MPC	1,391	$268.1k0.10%	0.10%	Reduced -30	-30 -2.1%
55	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	782	$256.6k0.09%	0.09%	Unchanged
56	REAVES UTIL INCOME FD COM SH BEN INT UTG	UTG	6,250	$247.6k0.09%	0.09%	Unchanged
57	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	4,708	$224.8k0.08%	0.08%	Added +1.7k	+1,704 56.7%
58	AMAZON COM INC COM AMZN	AMZN	970	$213.0k0.08%	0.08%	Unchanged
59	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	426	$204.3k0.07%	0.07%	Reduced -3	-3 -0.7%
60	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	1,909	$189.2k0.07%	0.07%	Reduced -225	-225 -10.5%
61	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	1,243	$181.0k0.07%	0.07%	Added +168	+168 15.6%
62	HERSHEY CO COM HSY	HSY	937	$175.3k0.06%	0.06%	Unchanged
63	ISHARES TR MSCI KLD400 SOC DSI	DSI	1,388	$174.8k0.06%	0.06%	Unchanged
64	ISHARES TR S&P 100 ETF OEF	OEF	524	$174.4k0.06%	0.06%	Unchanged
65	ISHARES TR CORE MSCI PAC IPAC	IPAC	2,325	$170.7k0.06%	0.06%	Unchanged
66	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	2,044	$170.6k0.06%	0.06%	Unchanged
67	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	1,876	$168.0k0.06%	0.06%	Unchanged
68	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,350	$163.0k0.06%	0.06%	Reduced -98	-98 -6.8%
69	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	2,905	$157.4k0.06%	0.06%	Added +13	+13 0.5%
70	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	470	$153.4k0.06%	0.06%	Reduced -14	-14 -2.9%
71	ISHARES TR LATN AMER 40 ETF ILF	ILF	5,178	$149.6k0.05%	0.05%	Added +2.8k	+2,837 121.2%
72	VANGUARD INDEX FDS VALUE ETF VTV	VTV	796	$148.4k0.05%	0.05%	Added +7	+7 0.9%
73	AT&T INC COM T	T	5,139	$145.1k0.05%	0.05%	Added +38	+38 0.7%
74	ISHARES TR SELECT DIVID ETF DVY	DVY	1,017	$144.5k0.05%	0.05%	Unchanged
75	ISHARES TR MSCI EMG MKT ETF EEM	EEM	2,640	$140.9k0.05%	0.05%	Unchanged
76	VISA INC COM CL A V	V	406	$138.7k0.05%	0.05%	Unchanged
77	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	2,070	$134.6k0.05%	0.05%	Reduced -25	-25 -1.2%
78	COCA COLA CO COM KO	KO	2,013	$133.5k0.05%	0.05%	Unchanged
79	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	800	$130.7k0.05%	0.05%	Unchanged
80	TESLA INC COM TSLA	TSLA	291	$129.4k0.05%	0.05%	Unchanged
81	KRANESHARES TR QUADRTC INT RT IVOL	IVOL	6,500	$125.3k0.05%	0.05%	Unchanged
82	BADGER METER INC COM BMI	BMI	700	$125.0k0.05%	0.05%	Reduced -80	-80 -10.3%
83	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,036	$123.1k0.04%	0.04%	Unchanged
84	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	4,595	$121.0k0.04%	0.04%	Added +222	+222 5.1%
85	SPDR SER TR ICE PFD SEC ETF PSK	PSK	3,538	$117.0k0.04%	0.04%	Unchanged
86	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	491	$116.9k0.04%	0.04%	Unchanged
87	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	400	$111.7k0.04%	0.04%	Unchanged
88	HOME DEPOT INC COM HD	HD	276	$111.7k0.04%	0.04%	Unchanged
89	PRUDENTIAL FINL INC COM PRU	PRU	1,071	$111.1k0.04%	0.04%	Reduced -32	-32 -2.9%
90	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	3,000	$110.1k0.04%	0.04%	Unchanged
91	ISHARES TR RUSSELL 2000 ETF IWM	IWM	449	$108.5k0.04%	0.04%	Unchanged
92	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	1,032	$107.9k0.04%	0.04%	Reduced -46	-46 -4.3%
93	ISHARES TR MSCI ACWI EX US ACWX	ACWX	1,638	$106.5k0.04%	0.04%	Unchanged
94	VANECK ETF TRUST OIL SERVICES ETF OIH	OIH	399	$103.7k0.04%	0.04%	Added +266	+266 200.0%
95	JOHNSON & JOHNSON COM JNJ	JNJ	557	$103.2k0.04%	0.04%	Reduced -33	-33 -5.6%
96	ENBRIDGE INC COM ENB	ENB	1,982	$100.0k0.04%	0.04%	Unchanged
97	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	2,864	$100.0k0.04%	0.04%	Unchanged
98	GARMIN LTD SHS GRMN	GRMN	400	$98.5k0.04%	0.04%	Unchanged
99	ISHARES TR IBOND DEC 2030 IBTK	IBTK	4,937	$98.1k0.04%	0.04%	Unchanged
100	STARBUCKS CORP COM SBUX	SBUX	1,136	$96.1k0.04%	0.04%	Reduced -4	-4 -0.3%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
GLOBAL X FDS URA	URA	115	$4.5k115 shares
SEMPRA SRE	SRE	44	$3.3k44 shares
AES CORP AES	AES	227	$2.4k227 shares
BLACKSTONE SECD LENDING FD BXSL	BXSL	72	$2.2k72 shares
ISHARES TR SHY	SHY	18	$1.4k18 shares
EDWARDS LIFESCIENCES CORP EW	EW	15	$1.2k15 shares
PARAMOUNT GLOBAL		25	$32325 shares
INVESCO EXCHANGE TRADED FD T ERTH	ERTH	5	$2125 shares
AQUA METALS INC		22	$1122 shares
IPIX Corporation		263	$1263 shares