Lowe Wealth Advisors, LLC quarter change: USA Stocks, Reduced
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).
- IAU: Country of operation United States; Class ETF; Shares 2025-06-30 167,487; Shares 2025-09-30 165,174.
- AAPL: Country of operation United States; Class COM; Shares 2025-06-30 4,319; Shares 2025-09-30 4,299.
- BMI: Country of operation United States; Class COM; Shares 2025-06-30 780; Shares 2025-09-30 700.
- MSFT: Country of operation United States; Class COM; Shares 2025-06-30 2,998; Shares 2025-09-30 2,978.
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.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
IAU
iShares Gold Trust | United States | ETF | 167,487 | 165,174 | -2,313 | $10,444,520 | $12,019,729 | +$1,575,209 |
|---|
AAPL
APPLE INC. | United States | COM | 4,319 | 4,299 | -20 | $886,140 | $1,094,564 | +$208,424 |
|---|
BMI
Badger Meter Inc | United States | COM | 780 | 700 | -80 | $191,061 | $125,006 | -$66,055 |
|---|
MSFT
Microsoft Corp | United States | COM | 2,998 | 2,978 | -20 | $1,491,379 | $1,542,709 | +$51,330 |
|---|
MPC
Marathon Petroleum Corp | United States | COM | 1,421 | 1,391 | -30 | $236,042 | $268,101 | +$32,059 |
|---|
GOOG
Alphabet Inc C | United States | COM | 417 | 392 | -25 | $73,972 | $95,472 | +$21,500 |
|---|
META
Facebook Inc | United States | COM | 702 | 682 | -20 | $518,139 | $500,847 | -$17,292 |
|---|
JNJ
Johnson and Johnson | United States | COM | 590 | 557 | -33 | $90,141 | $103,211 | +$13,070 |
|---|
TMO
Thermo Fisher Scientific Inc | United States | COM | 42 | 10 | -32 | $17,029 | $4,850 | -$12,179 |
|---|
COST
Costco Wholesale Corp | United States | COM | 64 | 59 | -5 | $63,356 | $54,612 | -$8,744 |
|---|
SBUX
Starbucks Corp | United States | COM | 1,140 | 1,136 | -4 | $104,458 | $96,106 | -$8,352 |
|---|
AMGN
AMGEN INC. | United States | COM | 308 | 278 | -30 | $85,997 | $78,452 | -$7,545 |
|---|
PRU
Prudential Financial Inc | United States | COM | 1,103 | 1,071 | -32 | $118,506 | $111,106 | -$7,400 |
|---|
MCD
McDonald s Corp | United States | COM | 150 | 125 | -25 | $43,826 | $37,986 | -$5,840 |
|---|
WM
Waste Management Inc | United States | COM | 122 | 102 | -20 | $27,916 | $22,525 | -$5,391 |
|---|
ECL
Ecolab Inc | United States | COM | 27 | 10 | -17 | $7,275 | $2,739 | -$4,536 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 638 | 617 | -21 | $91,355 | $95,814 | +$4,459 |
|---|
ARCC
Ares Capital Corporation | United States | COM | 829 | 729 | -100 | $18,205 | $14,879 | -$3,326 |
|---|
PNW
Pinnacle West Capital Corp | United States | COM | 50 | 17 | -33 | $4,474 | $1,524 | -$2,950 |
|---|
FTNT
Fortinet Inc | United States | COM | 69 | 60 | -9 | $7,295 | $5,045 | -$2,250 |
|---|
CRM
SALESFORCE COM COMPANY | United States | COM | 35 | 31 | -4 | $9,544 | $7,347 | -$2,197 |
|---|
ITW
Illinois Tool Works Inc | United States | COM | 11 | 3 | -8 | $2,720 | $782 | -$1,938 |
|---|
COP
ConocoPhillips | United States | COM | 122 | 100 | -22 | $10,948 | $9,459 | -$1,489 |
|---|
DOW
Dow Chemical Co | United States | COM | 85 | 41 | -44 | $2,251 | $940 | -$1,311 |
|---|
UAA
UNDER ARMOUR INC. | United States | COM | 566 | 563 | -3 | $3,866 | $2,809 | -$1,057 |
|---|
EXC
Exelon Corp | United States | COM | 299 | 278 | -21 | $12,978 | $12,513 | -$465 |
|---|
PFE
Pfizer Inc | United States | COM | 201 | 175 | -26 | $4,872 | $4,459 | -$413 |
|---|
PEP
PepsiCo Inc | United States | COM | 277 | 258 | -19 | $36,575 | $36,234 | -$341 |
|---|
VZ
Verizon Communications Inc | United States | COM | 2,055 | 2,029 | -26 | $88,917 | $89,172 | +$255 |
|---|
OC
Owens-Corning Inc | United States | COM | 30 | 28 | -2 | $4,126 | $3,961 | -$165 |
|---|
MRK
MERCK & CO. INC. | United States | COM | 265 | 250 | -15 | $20,977 | $20,983 | +$6 |
|---|
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