Lowe Wealth Advisors, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 14 quarters from 2014-12-31 to 2025-09-30, Lowe Wealth Advisors, LLC opened 138 positions, added to 256, reduced 205 and sold out of 82.
- Q3 2025: Stock IAU; Country of operation United States; Class ETF; Shares before 167,487.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 4,319.
- Q3 2025: Stock BMI; Country of operation United States; Class COM; Shares before 780.
- Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 2,998.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1574010), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-19); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-12-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-12-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-12-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2025 | IAU iShares Gold Trust | United States | ETF | 167,487 | 165,174 | -2,313 | $10,444,520 | $12,019,729 | +$1,575,209 | 2025-10-16 |
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| Q3 2025 | AAPL APPLE INC. | United States | COM | 4,319 | 4,299 | -20 | $886,140 | $1,094,564 | +$208,424 | 2025-10-16 |
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| Q3 2025 | BMI Badger Meter Inc | United States | COM | 780 | 700 | -80 | $191,061 | $125,006 | -$66,055 | 2025-10-16 |
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| Q3 2025 | MSFT Microsoft Corp | United States | COM | 2,998 | 2,978 | -20 | $1,491,379 | $1,542,709 | +$51,330 | 2025-10-16 |
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| Q3 2025 | MPC Marathon Petroleum Corp | United States | COM | 1,421 | 1,391 | -30 | $236,042 | $268,101 | +$32,059 | 2025-10-16 |
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| Q3 2025 | GOOG Alphabet Inc C | United States | COM | 417 | 392 | -25 | $73,972 | $95,472 | +$21,500 | 2025-10-16 |
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| Q3 2025 | META Facebook Inc | United States | COM | 702 | 682 | -20 | $518,139 | $500,847 | -$17,292 | 2025-10-16 |
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| Q3 2025 | JNJ Johnson and Johnson | United States | COM | 590 | 557 | -33 | $90,141 | $103,211 | +$13,070 | 2025-10-16 |
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| Q3 2025 | TMO Thermo Fisher Scientific Inc | United States | COM | 42 | 10 | -32 | $17,029 | $4,850 | -$12,179 | 2025-10-16 |
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| Q3 2025 | COST Costco Wholesale Corp | United States | COM | 64 | 59 | -5 | $63,356 | $54,612 | -$8,744 | 2025-10-16 |
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| Q3 2025 | SBUX Starbucks Corp | United States | COM | 1,140 | 1,136 | -4 | $104,458 | $96,106 | -$8,352 | 2025-10-16 |
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| Q3 2025 | AMGN AMGEN INC. | United States | COM | 308 | 278 | -30 | $85,997 | $78,452 | -$7,545 | 2025-10-16 |
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| Q3 2025 | PRU Prudential Financial Inc | United States | COM | 1,103 | 1,071 | -32 | $118,506 | $111,106 | -$7,400 | 2025-10-16 |
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| Q3 2025 | MCD McDonald s Corp | United States | COM | 150 | 125 | -25 | $43,826 | $37,986 | -$5,840 | 2025-10-16 |
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| Q3 2025 | WM Waste Management Inc | United States | COM | 122 | 102 | -20 | $27,916 | $22,525 | -$5,391 | 2025-10-16 |
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| Q3 2025 | ECL Ecolab Inc | United States | COM | 27 | 10 | -17 | $7,275 | $2,739 | -$4,536 | 2025-10-16 |
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| Q3 2025 | CVX CHEVRON CORPORATION | United States | COM | 638 | 617 | -21 | $91,355 | $95,814 | +$4,459 | 2025-10-16 |
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| Q3 2025 | ARCC Ares Capital Corporation | United States | COM | 829 | 729 | -100 | $18,205 | $14,879 | -$3,326 | 2025-10-16 |
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| Q3 2025 | PNW Pinnacle West Capital Corp | United States | COM | 50 | 17 | -33 | $4,474 | $1,524 | -$2,950 | 2025-10-16 |
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| Q3 2025 | FTNT Fortinet Inc | United States | COM | 69 | 60 | -9 | $7,295 | $5,045 | -$2,250 | 2025-10-16 |
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| Q3 2025 | CRM SALESFORCE COM COMPANY | United States | COM | 35 | 31 | -4 | $9,544 | $7,347 | -$2,197 | 2025-10-16 |
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| Q3 2025 | ITW Illinois Tool Works Inc | United States | COM | 11 | 3 | -8 | $2,720 | $782 | -$1,938 | 2025-10-16 |
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| Q3 2025 | COP ConocoPhillips | United States | COM | 122 | 100 | -22 | $10,948 | $9,459 | -$1,489 | 2025-10-16 |
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| Q3 2025 | DOW Dow Chemical Co | United States | COM | 85 | 41 | -44 | $2,251 | $940 | -$1,311 | 2025-10-16 |
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| Q3 2025 | UAA UNDER ARMOUR INC. | United States | COM | 566 | 563 | -3 | $3,866 | $2,809 | -$1,057 | 2025-10-16 |
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| Q3 2025 | EXC Exelon Corp | United States | COM | 299 | 278 | -21 | $12,978 | $12,513 | -$465 | 2025-10-16 |
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| Q3 2025 | PFE Pfizer Inc | United States | COM | 201 | 175 | -26 | $4,872 | $4,459 | -$413 | 2025-10-16 |
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| Q3 2025 | PEP PepsiCo Inc | United States | COM | 277 | 258 | -19 | $36,575 | $36,234 | -$341 | 2025-10-16 |
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| Q3 2025 | VZ Verizon Communications Inc | United States | COM | 2,055 | 2,029 | -26 | $88,917 | $89,172 | +$255 | 2025-10-16 |
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| Q3 2025 | OC Owens-Corning Inc | United States | COM | 30 | 28 | -2 | $4,126 | $3,961 | -$165 | 2025-10-16 |
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| Q3 2025 | MRK MERCK & CO. INC. | United States | COM | 265 | 250 | -15 | $20,977 | $20,983 | +$6 | 2025-10-16 |
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