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Lowe Wealth Advisors, LLC Historic Quarter Change: USA Stocks, Reduced

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).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025IAU
iShares Gold Trust
United StatesETF167,487165,174-2,313$10,444,520$12,019,729+$1,575,2092025-10-16
Q3 2025AAPL
APPLE INC.
United StatesCOM4,3194,299-20$886,140$1,094,564+$208,4242025-10-16
Q3 2025BMI
Badger Meter Inc
United StatesCOM780700-80$191,061$125,006-$66,0552025-10-16
Q3 2025MSFT
Microsoft Corp
United StatesCOM2,9982,978-20$1,491,379$1,542,709+$51,3302025-10-16
Q3 2025MPC
Marathon Petroleum Corp
United StatesCOM1,4211,391-30$236,042$268,101+$32,0592025-10-16
Q3 2025GOOG
Alphabet Inc C
United StatesCOM417392-25$73,972$95,472+$21,5002025-10-16
Q3 2025META
Facebook Inc
United StatesCOM702682-20$518,139$500,847-$17,2922025-10-16
Q3 2025JNJ
Johnson and Johnson
United StatesCOM590557-33$90,141$103,211+$13,0702025-10-16
Q3 2025TMO
Thermo Fisher Scientific Inc
United StatesCOM4210-32$17,029$4,850-$12,1792025-10-16
Q3 2025COST
Costco Wholesale Corp
United StatesCOM6459-5$63,356$54,612-$8,7442025-10-16
Q3 2025SBUX
Starbucks Corp
United StatesCOM1,1401,136-4$104,458$96,106-$8,3522025-10-16
Q3 2025AMGN
AMGEN INC.
United StatesCOM308278-30$85,997$78,452-$7,5452025-10-16
Q3 2025PRU
Prudential Financial Inc
United StatesCOM1,1031,071-32$118,506$111,106-$7,4002025-10-16
Q3 2025MCD
McDonald s Corp
United StatesCOM150125-25$43,826$37,986-$5,8402025-10-16
Q3 2025WM
Waste Management Inc
United StatesCOM122102-20$27,916$22,525-$5,3912025-10-16
Q3 2025ECL
Ecolab Inc
United StatesCOM2710-17$7,275$2,739-$4,5362025-10-16
Q3 2025CVX
CHEVRON CORPORATION
United StatesCOM638617-21$91,355$95,814+$4,4592025-10-16
Q3 2025ARCC
Ares Capital Corporation
United StatesCOM829729-100$18,205$14,879-$3,3262025-10-16
Q3 2025PNW
Pinnacle West Capital Corp
United StatesCOM5017-33$4,474$1,524-$2,9502025-10-16
Q3 2025FTNT
Fortinet Inc
United StatesCOM6960-9$7,295$5,045-$2,2502025-10-16
Q3 2025CRM
SALESFORCE COM COMPANY
United StatesCOM3531-4$9,544$7,347-$2,1972025-10-16
Q3 2025ITW
Illinois Tool Works Inc
United StatesCOM113-8$2,720$782-$1,9382025-10-16
Q3 2025COP
ConocoPhillips
United StatesCOM122100-22$10,948$9,459-$1,4892025-10-16
Q3 2025DOW
Dow Chemical Co
United StatesCOM8541-44$2,251$940-$1,3112025-10-16
Q3 2025UAA
UNDER ARMOUR INC.
United StatesCOM566563-3$3,866$2,809-$1,0572025-10-16
Q3 2025EXC
Exelon Corp
United StatesCOM299278-21$12,978$12,513-$4652025-10-16
Q3 2025PFE
Pfizer Inc
United StatesCOM201175-26$4,872$4,459-$4132025-10-16
Q3 2025PEP
PepsiCo Inc
United StatesCOM277258-19$36,575$36,234-$3412025-10-16
Q3 2025VZ
Verizon Communications Inc
United StatesCOM2,0552,029-26$88,917$89,172+$2552025-10-16
Q3 2025OC
Owens-Corning Inc
United StatesCOM3028-2$4,126$3,961-$1652025-10-16
Q3 2025MRK
MERCK & CO. INC.
United StatesCOM265250-15$20,977$20,983+$62025-10-16

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