Lowe Wealth Advisors, LLC quarter change: USA Stocks, Unchanged
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).
- TJX: Country of operation United States; Class COM; Shares 2025-06-30 2,402; Shares 2025-09-30 2,402.
- TSLA: Country of operation United States; Class COM; Shares 2025-06-30 291; Shares 2025-09-30 291.
- AEE: Country of operation United States; Class COM; Shares 2025-06-30 4,138; Shares 2025-09-30 4,138.
- PPL: Country of operation United States; Class COM; Shares 2025-06-30 8,004; Shares 2025-09-30 8,004.
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 |
|---|
TJX
TJX Companies Inc | United States | COM | 2,402 | 2,402 | 0 | $296,623 | $347,185 | +$50,562 |
|---|
TSLA
TESLA MTRS INC | United States | COM | 291 | 291 | 0 | $92,439 | $129,414 | +$36,975 |
|---|
AEE
Ameren Corp | United States | COM | 4,138 | 4,138 | 0 | $397,414 | $431,924 | +$34,510 |
|---|
PPL
PPL Corp | United States | COM | 8,004 | 8,004 | 0 | $271,251 | $297,424 | +$26,173 |
|---|
NEM
Newmont Mining Corp | United States | COM | 990 | 990 | 0 | $57,677 | $83,467 | +$25,790 |
|---|
INTC
INTEL CORP | United States | COM | 2,292 | 2,292 | 0 | $51,335 | $76,889 | +$25,554 |
|---|
XOMXXXX
Exxon Mobil Corporation | | COM | 4,934 | 4,934 | 0 | $531,885 | $556,309 | +$24,424 |
|---|
SLV
Ishares Silver Trust | United States | ETF | 2,116 | 2,116 | 0 | $69,426 | $89,655 | +$20,229 |
|---|
HSY
Hershey Co | United States | COM | 937 | 937 | 0 | $155,441 | $175,345 | +$19,904 |
|---|
CEF
Sprott Physical Gold and Silver Trust | Canada | TR UNIT | 3,000 | 3,000 | 0 | $90,300 | $110,070 | +$19,770 |
|---|
ADP
Automatic Data Processing | United States | COM | 1,215 | 1,215 | 0 | $374,706 | $356,603 | -$18,103 |
|---|
GRMN
Garmin Ltd | | SHS | 400 | 400 | 0 | $83,488 | $98,488 | +$15,000 |
|---|
GE
GENERAL ELECTRIC COMPANY | United States | COM | 305 | 305 | 0 | $78,504 | $91,750 | +$13,246 |
|---|
ORCL
Oracle Corporation | United States | COM | 200 | 200 | 0 | $43,726 | $56,248 | +$12,522 |
|---|
IBM
International Business Machines Corp | United States | COM | 980 | 980 | 0 | $288,884 | $276,517 | -$12,367 |
|---|
HD
HOME DEPOT INC. | United States | COM | 276 | 276 | 0 | $101,071 | $111,698 | +$10,627 |
|---|
ENB
Enbridge Inc Com | | COM | 1,982 | 1,982 | 0 | $89,824 | $100,012 | +$10,188 |
|---|
BRKB
Berkshire Hathaway Inc | | COM | 574 | 574 | 0 | $278,832 | $288,573 | +$9,741 |
|---|
LYV
Live Nation Entertainment Inc | United States | COM | 800 | 800 | 0 | $121,024 | $130,720 | +$9,696 |
|---|
KO
Coca-Cola Co | United States | COM | 2,013 | 2,013 | 0 | $142,420 | $133,502 | -$8,918 |
|---|
NVDA
NVIDIA Corp | United States | COM | 294 | 294 | 0 | $46,449 | $54,855 | +$8,406 |
|---|
XEL
Xcel Energy Inc | United States | COM | 658 | 658 | 0 | $44,810 | $53,068 | +$8,258 |
|---|
SLF
Sun Life Financial Inc | | COM | 1,279 | 1,279 | 0 | $84,990 | $76,778 | -$8,212 |
|---|
P
Pure Storage Inc | United States | COM | 300 | 300 | 0 | $17,274 | $25,143 | +$7,869 |
|---|
NOC
Northrop Grumman Corp | United States | COM | 71 | 71 | 0 | $35,499 | $43,262 | +$7,763 |
|---|
TXN
Texas Instruments Inc | United States | COM | 300 | 300 | 0 | $62,286 | $55,119 | -$7,167 |
|---|
CAT
CATERPILLAR INC. | United States | COM | 76 | 76 | 0 | $29,504 | $36,263 | +$6,759 |
|---|
VLO
Valero Energy Corp | United States | COM | 181 | 181 | 0 | $24,330 | $30,817 | +$6,487 |
|---|
GOOGL
Alphabet Inc A | United States | CAP STK CL A | 95 | 95 | 0 | $16,742 | $23,095 | +$6,353 |
|---|
PLD
Prologis Inc | United States | COM | 673 | 673 | 0 | $70,746 | $77,072 | +$6,326 |
|---|
PRGS
Progress Software Corp | United States | COM | 300 | 300 | 0 | $19,152 | $13,179 | -$5,973 |
|---|
V
Visa Inc | United States | COM | 406 | 406 | 0 | $144,197 | $138,657 | -$5,540 |
|---|
FCX
Freeport-McMoran Copper & Gold | United States | COM | 1,330 | 1,330 | 0 | $57,656 | $52,163 | -$5,493 |
|---|
GS
Goldman Sachs Group Inc | United States | COM | 61 | 61 | 0 | $43,173 | $48,577 | +$5,404 |
|---|
LMT
Lockheed Martin Corp | United States | COM | 144 | 144 | 0 | $66,692 | $71,886 | +$5,194 |
|---|
JPM
JPMorgan Chase & Co | United States | COM | 201 | 201 | 0 | $58,272 | $63,401 | +$5,129 |
|---|
WMT
Wal-Mart Stores Inc | United States | COM | 915 | 915 | 0 | $89,445 | $94,275 | +$4,830 |
|---|
VAL
VALARIS ORD | Bermuda | CL A | 725 | 725 | 0 | $30,530 | $35,358 | +$4,828 |
|---|
AEP
American Electric Power Co Inc | United States | COM | 541 | 541 | 0 | $56,134 | $60,863 | +$4,729 |
|---|
AMT
American Tower Corp | United States | COM | 159 | 159 | 0 | $35,142 | $30,579 | -$4,563 |
|---|
PNC
PNC Financial Services Group Inc | United States | COM | 308 | 308 | 0 | $57,417 | $61,886 | +$4,469 |
|---|
LRCX
Lam Research Corp | United States | COM | 122 | 122 | 0 | $11,875 | $16,336 | +$4,461 |
|---|
ROK
Rockwell Automation Inc | United States | COM | 248 | 248 | 0 | $82,378 | $86,683 | +$4,305 |
|---|
AMP
Ameriprise Financial Inc | United States | COM | 100 | 100 | 0 | $53,373 | $49,125 | -$4,248 |
|---|
FLEX
Flextronics International Ltd | | ORD | 513 | 513 | 0 | $25,609 | $29,739 | +$4,130 |
|---|
NFLX
NETFLIX INC. | United States | COM | 27 | 27 | 0 | $36,157 | $32,371 | -$3,786 |
|---|
TRP
TC ENERGY CORP | | COM | 641 | 641 | 0 | $31,274 | $34,877 | +$3,603 |
|---|
ABBV
Abbvie Inc | United States | COM | 75 | 75 | 0 | $13,922 | $17,366 | +$3,444 |
|---|
UNH
UnitedHealth Group Inc | United States | COM | 100 | 100 | 0 | $31,136 | $34,489 | +$3,353 |
|---|
DUK
Duke Energy Corporation | United States | COM | 452 | 452 | 0 | $53,336 | $55,935 | +$2,599 |
|---|
PG
Procter & Gamble Co | United States | COM | 455 | 455 | 0 | $72,491 | $69,911 | -$2,580 |
|---|
RTX
Raytheon Technologies Ord | United States | COM | 115 | 115 | 0 | $16,792 | $19,243 | +$2,451 |
|---|
GLD
SPDR Gold Shares | United States | ETF | 48 | 48 | 0 | $14,632 | $17,063 | +$2,431 |
|---|
BR
Broadridge Financial Solutions Inc | United States | COM | 491 | 491 | 0 | $119,328 | $116,941 | -$2,387 |
|---|
IBKR
Interactive Brokers Group Inc Class A | United States | COM | 168 | 168 | 0 | $9,309 | $11,560 | +$2,251 |
|---|
OKE
ONEOK Inc | United States | COM | 251 | 251 | 0 | $20,489 | $18,315 | -$2,174 |
|---|
SYK
Stryker Corporation | United States | COM | 80 | 80 | 0 | $31,650 | $29,574 | -$2,076 |
|---|
ALGN
Align Technology Inc | United States | COM | 30 | 30 | 0 | $5,680 | $3,757 | -$1,923 |
|---|
APD
Air Products & Chemicals Inc | United States | COM | 200 | 200 | 0 | $56,412 | $54,544 | -$1,868 |
|---|
NEE
NextEra Energy Inc | United States | COM | 293 | 293 | 0 | $20,340 | $22,119 | +$1,779 |
|---|
LNKB
LINKBANCORP ORD | United States | COM | 9,876 | 9,876 | 0 | $72,194 | $70,416 | -$1,778 |
|---|
HRB
H&R Block Inc | United States | COM | 406 | 406 | 0 | $22,285 | $20,531 | -$1,754 |
|---|
FE
FirstEnergy Corp | United States | COM | 285 | 285 | 0 | $11,474 | $13,059 | +$1,585 |
|---|
MAIN
Main Street Capital Corp | United States | COM | 350 | 350 | 0 | $20,685 | $22,257 | +$1,572 |
|---|
PAYX
Paychex Inc | United States | COM | 80 | 80 | 0 | $11,637 | $10,141 | -$1,496 |
|---|
PEG
Public Service Enterprise Group Inc | United States | COM | 2,044 | 2,044 | 0 | $172,064 | $170,592 | -$1,472 |
|---|
HMC
Honda Motor Co Ltd | | AMERN SHS | 718 | 718 | 0 | $20,700 | $22,114 | +$1,414 |
|---|
BA
Boeing Co | United States | COM | 223 | 223 | 0 | $46,725 | $48,130 | +$1,405 |
|---|
BAC
Bank of America Corporation | United States | COM | 323 | 323 | 0 | $15,284 | $16,664 | +$1,380 |
|---|
BN
BANTA CP | | CL A LTD VT SH | 200 | 200 | 0 | $12,370 | $13,716 | +$1,346 |
|---|
GIS
General Mills Inc | United States | COM | 960 | 960 | 0 | $49,738 | $48,403 | -$1,335 |
|---|
BKR
Baker Hughes Co Class A | United States | CL A | 124 | 124 | 0 | $4,754 | $6,041 | +$1,287 |
|---|
SCCO
Southern Copper Corp | United States | COM | 58 | 58 | 0 | $5,868 | $7,039 | +$1,171 |
|---|
SNPS
Synopsys Inc | United States | COM | 60 | 60 | 0 | $30,761 | $29,603 | -$1,158 |
|---|
KRP
Kimbell Royalty Partners LP | United States | UNIT | 2,459 | 2,459 | 0 | $34,328 | $33,172 | -$1,156 |
|---|
CSX
CSX Corp | United States | COM | 396 | 396 | 0 | $12,921 | $14,062 | +$1,141 |
|---|
TWLO
Twilio Inc | United States | CL A | 46 | 46 | 0 | $5,721 | $4,604 | -$1,117 |
|---|
CL
Colgate-Palmolive Co | United States | COM | 100 | 100 | 0 | $9,090 | $7,994 | -$1,096 |
|---|
UA
UNDER ARMOUR INC-CLASS C | United States | COM | 639 | 639 | 0 | $4,147 | $3,086 | -$1,061 |
|---|
TFC
Truist Finl Corp Com | United States | COM | 377 | 377 | 0 | $16,207 | $17,236 | +$1,029 |
|---|
CMCSA
Comcast Corp | United States | COM | 234 | 234 | 0 | $8,351 | $7,352 | -$999 |
|---|
SKT
Tanger Inc | United States | COM | 300 | 300 | 0 | $9,174 | $10,152 | +$978 |
|---|
CAH
Cardinal Health Inc | United States | COM | 70 | 70 | 0 | $11,760 | $10,987 | -$773 |
|---|
MET
MetLife Inc | United States | COM | 385 | 385 | 0 | $30,962 | $31,712 | +$750 |
|---|
LHX
L3Harris Technologies Inc | United States | COM | 13 | 13 | 0 | $3,261 | $3,970 | +$709 |
|---|
RUM
RUMBLE CL A ORD | United States | COM | 400 | 400 | 0 | $3,592 | $2,896 | -$696 |
|---|
OXY
Occidental Petroleum Corp | United States | COM | 130 | 130 | 0 | $5,461 | $6,143 | +$682 |
|---|
MA
MasterCard Inc | United States | COM | 91 | 91 | 0 | $51,137 | $51,762 | +$625 |
|---|
PNR
Pentair Plc | | COM | 77 | 77 | 0 | $7,905 | $8,529 | +$624 |
|---|
RRC
Range Resources Corp | United States | COM | 204 | 204 | 0 | $8,297 | $7,679 | -$618 |
|---|
HLT
Hilton Worldwide Holdings Inc | United States | COM | 85 | 85 | 0 | $22,639 | $22,052 | -$587 |
|---|
QCOM
Qualcomm Inc | United States | COM | 80 | 80 | 0 | $12,741 | $13,309 | +$568 |
|---|
ES
Eversource Energy | United States | COM | 72 | 72 | 0 | $4,581 | $5,122 | +$541 |
|---|
MYD
BlackRock MuniYield | United States | COM | 1,005 | 1,005 | 0 | $10,090 | $10,613 | +$523 |
|---|
TEL
TE Connectivity Ltd | | SHS | 10 | 10 | 0 | $1,687 | $2,195 | +$508 |
|---|
PYPL
PayPal Holdings Inc | United States | COM | 63 | 63 | 0 | $4,682 | $4,225 | -$457 |
|---|
BDX
Becton Dickinson & Co | United States | COM | 30 | 30 | 0 | $5,168 | $5,615 | +$447 |
|---|
UPS
United Parcel Service Inc (UPS) | United States | COM | 25 | 25 | 0 | $2,524 | $2,088 | -$436 |
|---|
CHDN
Churchill Downs Inc | United States | COM | 100 | 100 | 0 | $10,100 | $9,701 | -$399 |
|---|
EVRG
Evergy Inc | United States | COM | 55 | 55 | 0 | $3,791 | $4,181 | +$390 |
|---|
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