Lowe Wealth Advisors, LLC Sells in Q2 2025

Lowe Wealth Advisors, LLC

  • $252 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-15.8K
- 66.4%
$76.44 - $94.13 $1.21M - $1.49M
8K $678K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-9.01K
- 46.48%
$90.85 - $102.31 $819K - $922K
10.4K $1.04M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-644
- 51.27%
$101.91 - $134.83 $65.6K - $86.8K
612 $76K
AAPL
Apple Inc.

Technology
-50
- 1.14%
$172.42 - $223.89 $8.62K - $11.2K
4.32K $886K
XOM
Exxon Mobil Corp

Energy
-38
- 0.76%
$99.93 - $119.04 $3.8K - $4.52K
4.93K $531K
IWR
Ishares Russell Mid Cap ETF

ETFs
-500
- 34.29%
$74.88 - $91.97 $37.4K - $46K
958 $88K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 2.55%
$483.48 - $539.8 $7.25K - $8.1K
574 $278K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-350
- 14.09%
N/A
2.13K $183K
JNJ
Johnson & Johnson

Healthcare
-124
- 17.37%
$146.36 - $159.82 $18.1K - $19.8K
590 $90K
VIG
Vanguard Dividend Appreciation

ETFs
-148
- 4.47%
N/A
3.16K $575K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-1.08K
- 19.79%
$21.57 - $21.99 $23.3K - $23.7K
4.37K $95K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
-1.2K
- 19.5%
$19.44 - $19.88 $23.3K - $23.8K
4.94K $97K
AMGN
Amgen Inc

Healthcare
-30
- 8.88%
$262.28 - $309.85 $7.87K - $9.3K
308 $85K
MAIN
Main Street Capital Corp

Financial Services
-350
- 50.0%
$49.15 - $59.32 $17.2K - $20.8K
350 $20K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.02K
- 18.84%
$19.6 - $24.44 $19.9K - $24.8K
4.37K $106K
MRK
Merck & Co., Inc.

Healthcare
-100
- 27.4%
$73.47 - $87.12 $7.35K - $8.71K
265 $20K
SYK
Stryker Corp

Healthcare
-30
- 27.27%
$337.37 - $395.63 $10.1K - $11.9K
80 $31K
KRE
Spdr S&P Regional Banking ETF

ETFs
-163
- 21.91%
$48.81 - $59.48 $7.96K - $9.7K
581 $34K
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 85.71%
$210.83 - $235.28 $6.32K - $7.06K
5 $1K
APD
Air Products & Chemicals, Inc.

Basic Materials
-16
- 7.41%
$248.61 - $294.96 $3.98K - $4.72K
200 $56K
GOOGL
Alphabet Inc.

Communication Services
-56
- 37.09%
$144.7 - $178.6 $8.1K - $10K
95 $16K
ENB
Enbridge Inc

Energy
-141
- 6.64%
$41.09 - $47.16 $5.79K - $6.65K
1.98K $89K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-73
- 34.11%
$72.61 - $88.75 $5.3K - $6.48K
141 $12K
UPS
United Parcel Service Inc

Industrials
-41
- 62.12%
$91.92 - $110.2 $3.77K - $4.52K
25 $2K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-25
- 62.5%
$99.37 - $134.05 $2.48K - $3.35K
15 $1K
F
Ford Motor CO

Consumer Cyclical
-492
- 22.23%
$8.69 - $10.85 $4.28K - $5.34K
1.72K $18K
SLF
Sun Life Financial Inc

Financial Services
-263
- 17.06%
$53.39 - $66.45 $14K - $17.5K
1.28K $84K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-50
- 7.8%
$97.18 - $112.51 $4.86K - $5.63K
591 $66K
VGIT
Vanguard Intermediate Term Tre

ETFs
-34
- 4.58%
$58.63 - $59.9 $1.99K - $2.04K
708 $42K
XLI
Industrial Sector Spdr

ETFs
-48
- 18.46%
$116.42 - $147.52 $5.59K - $7.08K
212 $31K
DELL
Dell Technologies Inc.

Technology
-39
- 34.21%
$71.63 - $125.98 $2.79K - $4.91K
75 $9K
ECL
Ecolab Inc.

Basic Materials
-5
- 15.63%
$225.65 - $270.95 $1.13K - $1.35K
27 $7K
SMOT
Vaneck ETF Tr Morningstar Smid
-532
- 2.6%
N/A
19.9K $0
EWJ
Ishares Msci Japan ETF

ETFs
-50
- 7.72%
$61.32 - $75.28 $3.07K - $3.76K
598 $44K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-15
- 15.0%
$201.28 - $266.34 $3.02K - $4K
85 $22K
URA
Global X Uranium ETF

ETFs
-25
- 17.86%
$20.26 - $38.81 $507 - $970
115 $4K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-200
- 2.99%
$18.54 - $19.95 $3.71K - $3.99K
6.5K $127K
SNPS
Synopsys Inc

Technology
-5
- 7.69%
$380.9 - $517.66 $1.9K - $2.59K
60 $30K
AVGO
Broadcom Inc.

Technology
-10
- 16.67%
$146.29 - $275.65 $1.46K - $2.76K
50 $13K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-115
- 0.65%
$47.46 - $55.3 $5.46K - $6.36K
17.5K $961K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1
- -0.0%
$46.46 - $47.44 $46.5 - $47.4
23.7K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
-3
- 4.69%
$462.22 - $707.75 $1.39K - $2.12K
61 $43K
AMZN
Amazon Com Inc

Consumer Cyclical
-5
- 0.51%
$167.32 - $223.3 $837 - $1.12K
970 $212K
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 0.66%
$281.67 - $351.0 $7.04K - $8.78K
3.79K $1.33M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-27
- 0.62%
$468.22 - $566.51 $12.6K - $15.3K
4.34K $2.46M
MSFT
Microsoft Corp

Technology
-23
- 0.76%
$354.56 - $497.45 $8.15K - $11.4K
3K $1.49M
IYY
Ishares Tr

ETFs
-107
- 0.31%
$120.9 - $150.87 $12.9K - $16.1K
33.9K $5.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-84
- 0.19%
$416.06 - $551.64 $34.9K - $46.3K
44.5K $24.6M
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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