Lowe Wealth Advisors, LLC quarter change: USA Stocks, New
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).
- HPQ: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 63.
- HPE: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 63.
- PSKY: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 25.
- UTFRT: Country of operation United States; Class RIGHT 10/16/2025; Shares 2025-06-30 0; Shares 2025-09-30 1,780.
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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