Lowe Wealth Advisors, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Lowe Wealth Advisors, LLC opened 6 positions, added to 10, reduced 31, sold out of 4 and left 146 unchanged. The largest increase in value was IAU (+$1,575,209); the largest decrease was MKC (-$123,881).
- MKC: Country of operation United States; Class COM; Shares 2025-06-30 13,921; Shares 2025-09-30 13,923.
- PPTA: Country of operation —; Class COM; Shares 2025-06-30 2,120; Shares 2025-09-30 4,391.
- GEV: Country of operation United States; Class COM; Shares 2025-06-30 91; Shares 2025-09-30 129.
- AVGO: Country of operation United States; Class COM; Shares 2025-06-30 50; Shares 2025-09-30 90.
Two Form 13F-HR filings compared (SEC CIK 1574010): 2025-06-30 (filed 2025-07-08) and 2025-09-30 (filed 2025-10-16). 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; share change is the position change.
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