0001574010-23-000003.txt : 20230707 0001574010-23-000003.hdr.sgml : 20230707 20230706185628 ACCESSION NUMBER: 0001574010-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230707 DATE AS OF CHANGE: 20230706 EFFECTIVENESS DATE: 20230707 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lowe Wealth Advisors, LLC CENTRAL INDEX KEY: 0001574010 IRS NUMBER: 364698385 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17052 FILM NUMBER: 231074842 BUSINESS ADDRESS: STREET 1: 6230 OLD DOBBIN LANE; SUITE 170 CITY: COLUMBIA STATE: MD ZIP: 21045 BUSINESS PHONE: 4437667160 MAIL ADDRESS: STREET 1: 6230 OLD DOBBIN LANE; SUITE 170 CITY: COLUMBIA STATE: MD ZIP: 21045 FORMER COMPANY: FORMER CONFORMED NAME: Lowe fs, LLC DATE OF NAME CHANGE: 20130409 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001574010 XXXXXXXX 06-30-2023 06-30-2023 Lowe Wealth Advisors, LLC
6230 OLD DOBBIN LANE; SUITE 170 COLUMBIA MD 21045
13F HOLDINGS REPORT 028-17052 000157906 801-72431 N
Greg Lowe Chief Compliance Officer 443-766-7160 Greg Lowe Columbia MD 07-06-2023 0 356 197131292 false
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SPDR S&P 500 Growth ETF 78464A409 36057 591 SH SOLE 0 0 591 SPDR S&P Aerospace & Defense ETF ETF 78464A631 229692 1890 SH SOLE 0 0 1890 SPDR S&P Global Natural Resources ETF ETF 78463X541 486807 9030 SH SOLE 0 0 9030 SPDR S&P Regional Banking ETF ETF 78464A698 4900 120 SH SOLE 0 0 120 SPDR Wells Fargo Preferred Stock ETF ETF 78464A292 126282 3773 SH SOLE 0 0 3773 Spectrum Brands Holdings Inc Com COM 84790A105 234 3 SH SOLE 0 0 3 Splunk Inc COM 848637104 4244 40 SH SOLE 0 0 40 Sprott Physical Gold and Silver Trust TR UNIT 85208R101 54060 3000 SH SOLE 0 0 3000 SQUARE INC A CL A 852234103 18972 285 SH SOLE 0 0 285 Starbucks Corp COM 855244109 115702 1168 SH SOLE 0 0 1168 Starwood Property Trust Inc. COM 85571B105 3492 180 SH SOLE 0 0 180 Stericycle Inc COM 858912108 9288 200 SH SOLE 0 0 200 Stryker Corporation COM 863667101 33560 110 SH SOLE 0 0 110 STURM RUGER AND CO INC COM 864159108 2648 50 SH SOLE 0 0 50 Sun Life Financial Inc COM 866796105 79589 1527 SH SOLE 0 0 1527 Synopsys Inc COM 871607107 28302 65 SH SOLE 0 0 65 Taiwan Semiconductor Manufacturing Co Ltd SPONSORED ADR 874039100 45616 452 SH SOLE 0 0 452 TARGET CORPORATION COM 87612E106 17147 130 SH SOLE 0 0 130 TE Connectivity Ltd SHS H84989104 1402 10 SH SOLE 0 0 10 Technology Select Sector SPDRA ETF 81369Y803 7998 46 SH SOLE 0 0 46 TESLA MTRS INC COM 88160R101 77484 296 SH SOLE 0 0 296 Teva Pharmaceutical Industries Ltd ADR 881624209 511 68 SH SOLE 0 0 68 The St. Joe Co COM 790148100 16677 345 SH SOLE 0 0 345 Thermo Fisher Scientific Inc COM 883556102 16696 32 SH SOLE 0 0 32 TRI-CONTINENTAL CORPORATION COM 895436103 112833 4115 SH SOLE 0 0 4115 Truist Finl Corp Com COM 89832Q109 911 30 SH SOLE 0 0 30 UNDER ARMOUR INC. COM 904311107 7206 998 SH SOLE 0 0 998 UNDER ARMOUR INC-CLASS C COM 904311206 8528 1271 SH SOLE 0 0 1271 Union Pacific Corp COM 907818108 10231 50 SH SOLE 0 0 50 United Parcel Service Inc COM 911312106 4481 25 SH SOLE 0 0 25 UnitedHealth Group Inc COM 91324P102 53877 112 SH SOLE 0 0 112 Utilities SPDR ETF ETF 81369Y886 323274 4940 SH SOLE 0 0 4940 Valero Energy Corp COM 91913Y100 18182 155 SH SOLE 0 0 155 VanEck Morningstar SMID Moat ETF ETF 92189H730 211747 7070 SH SOLE 0 0 7070 VanEck Morningstar Wide Moat ETF ETF 92189F643 181123 2270 SH SOLE 0 0 2270 VanEck Vectors Fallen Angel HiYld Bd ETF ETF 92189F437 5276 190 SH SOLE 0 0 190 VanEck Vectors Oil Services ETF ETF 92189H607 257402 895 SH SOLE 0 0 895 VanEck Vectors Semiconductor ETF ETF 92189F676 684364 4495 SH SOLE 0 0 4495 Vanguard Dividend Apprec Idx ETF ETF 921908844 8446 52 SH SOLE 0 0 52 Vanguard European Stock Index ETF ETF 922042874 10181 165 SH SOLE 0 0 165 Vanguard FTSE Developed Markets ETF ETF 921943858 8959 194 SH SOLE 0 0 194 Vanguard Global ex-US Real Estate ETF ETF 922042676 7355 183 SH SOLE 0 0 183 Vanguard Growth ETF ETF 922908736 187037 661 SH SOLE 0 0 661 Vanguard High Dividend Yield ETF ETF 921946406 3727507 35142 SH SOLE 0 0 35142 Vanguard Interm-Term Corp Bd ETF ETF 92206C870 15490 196 SH SOLE 0 0 196 Vanguard REIT ETF ETF 922908553 137958 1651 SH SOLE 0 0 1651 Vanguard S&P 500 ETF ETF 922908363 815 2 SH SOLE 0 0 2 Vanguard S&P 500 Growth ETF ETF 921932505 762 3 SH SOLE 0 0 3 Vanguard Short Term Bond ETF ETF 921937827 4761 63 SH SOLE 0 0 63 Vanguard Short-Term Corporate Bond ETF ETF 92206C409 11572277 152951 SH SOLE 0 0 152951 Vanguard Total Stock Market ETF ETF 922908769 331521 1505 SH SOLE 0 0 1505 Vanguard Value ETF ETF 922908744 58545 412 SH SOLE 0 0 412 Verizon Communications Inc COM 92343V104 105062 2825 SH SOLE 0 0 2825 Viatris Inc COM 92556V106 150 15 SH SOLE 0 0 15 Virgin Galactic Holdings Inc COM 92766K106 1556 401 SH SOLE 0 0 401 Visa Inc COM 92826C839 111023 468 SH SOLE 0 0 468 VISHAY INTERTECHNOLOGY INC COM 928298108 441 15 SH SOLE 0 0 15 VMWare Inc COM 928563402 11639 81 SH SOLE 0 0 81 Walgreen Boots Alliance Inc Com COM 931427108 1112 39 SH SOLE 0 0 39 Wal-Mart Stores Inc COM 931142103 44626 284 SH SOLE 0 0 284 Waste Management Inc COM 94106L109 17689 102 SH SOLE 0 0 102 Westinghouse Air Brake Technologies Corp COM 929740108 329 3 SH SOLE 0 0 3 Wheeler Real Estate Investment Trust Inc CV PFD SER 963025309 1440 900 SH SOLE 0 0 900 WisdomTree Europe SmallCap Dividend ETF ETF 97717W869 168 3 SH SOLE 0 0 3 WisdomTree India Earnings ETF ETF 97717W422 634404 18230 SH SOLE 0 0 18230 WisdomTree US Dividend ex-Financials ETF ETF 97717W406 114262 1222 SH SOLE 0 0 1222 Wyndham Hotels & Resorts Inc COM 98311A105 1371 20 SH SOLE 0 0 20 Xcel Energy Inc COM 98389B100 40908 658 SH SOLE 0 0 658