Lowe Wealth Advisors, LLC Sells in Q3 2025

Lowe Wealth Advisors, LLC

  • $268 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.67K
- 2.32%
$50.47 - $50.74 $235K - $237K
196K $9.96M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-967
- 1.16%
$100.16 - $100.7 $96.9K - $97.4K
82.2K $8.28M
BMI
Badger Meter Inc

Technology
-80
- 10.26%
$172.32 - $245.81 $13.8K - $19.7K
700 $125K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.65K
- 1.42%
$55.61 - $57.37 $91.5K - $94.4K
114K $6.51M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
-2.25K
- 52.94%
$20.18 - $20.7 $45.4K - $46.6K
2K $41K
VV
Vanguard Large Cap ETF

ETFs
-86
- 43.0%
$285.05 - $309.14 $24.5K - $26.6K
114 $35K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.16K
- 1.43%
$92.18 - $95.14 $291K - $300K
217K $20.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-225
- 10.54%
N/A
1.91K $163K
META
Meta Platforms, Inc.

Communication Services
-20
- 2.85%
$695.21 - $791.73 $13.9K - $15.8K
682 $500K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-164
- 4.29%
$91.44 - $91.77 $15K - $15.1K
3.66K $335K
XLI
Industrial Sector Spdr

ETFs
-82
- 38.68%
$147.94 - $154.99 $12.1K - $12.7K
130 $20K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-100
- 33.33%
$102.17 - $110.66 $10.2K - $11.1K
200 $22K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 7.81%
$915.95 - $994.57 $4.58K - $4.97K
59 $54K
SBUX
Starbucks Corp

Consumer Cyclical
-4
- 0.35%
$81.9 - $96.86 $328 - $387
1.14K $96K
AMGN
Amgen Inc

Healthcare
-30
- 9.74%
$271.18 - $309.22 $8.14K - $9.28K
278 $78K
PRU
Prudential Financial Inc

Financial Services
-32
- 2.9%
$100.68 - $109.89 $3.22K - $3.52K
1.07K $111K
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 16.67%
$291.67 - $316.99 $7.29K - $7.92K
125 $37K
WM
Waste Management Inc

Industrials
-20
- 16.39%
$213.88 - $237.1 $4.28K - $4.74K
102 $22K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-220
- 9.48%
$28.95 - $29.73 $6.37K - $6.54K
2.1K $62K
ECL
Ecolab Inc.

Basic Materials
-17
- 62.96%
$259.39 - $285.47 $4.41K - $4.85K
10 $2K
ARCC
Ares Capital Corp

Financial Services
-100
- 12.06%
$20.41 - $23.25 $2.04K - $2.33K
729 $14K
PNW
Pinnacle West Capital Corp

Utilities
-33
- 66.0%
$85.87 - $94.45 $2.83K - $3.12K
17 $1K
CRM
Salesforce, Inc.

Technology
-4
- 11.43%
$231.66 - $273.65 $927 - $1.09K
31 $7K
ITW
Illinois Tool Works Inc

Industrials
-8
- 72.73%
$252.31 - $269.41 $2.02K - $2.16K
3 $0
FTNT
Fortinet, Inc.

Technology
-9
- 13.04%
$74.39 - $107.65 $670 - $969
60 $5K
DOW
Dow Inc.

Basic Materials
-44
- 51.76%
$20.87 - $30.37 $918 - $1.34K
41 $0
XLY
Select Sector Spdr Consumer Di

ETFs
-10
- 50.0%
$216.09 - $242.18 $2.16K - $2.42K
10 $2K
UAA
Under Armour, Inc.

Consumer Cyclical
-3
- 0.53%
$4.77 - $7.37 $14.3 - $22.1
563 $2K
OC
Owens Corning

Industrials
-2
- 6.67%
$136.56 - $157.69 $273 - $315
28 $3K
XLK
Technology Sector Spdr

ETFs
-10
- 21.74%
$250.97 - $282.66 $2.51K - $2.83K
36 $10K
COP
Conocophillips

Energy
-22
- 18.03%
$91.0 - $98.99 $2K - $2.18K
100 $9K
SMOT
Vaneck ETF Tr Morningstar Smid
-542
- 2.72%
N/A
19.4K $0
EXC
Exelon Corp

Utilities
-21
- 7.02%
$42.73 - $45.54 $897 - $956
278 $12K
PEP
Pepsico Inc

Consumer Defensive
-19
- 6.86%
$133.81 - $152.16 $2.54K - $2.89K
258 $36K
PFE
Pfizer Inc

Healthcare
-26
- 12.94%
$23.29 - $25.88 $606 - $673
175 $4K
MRK
Merck & Co., Inc.

Healthcare
-15
- 5.66%
$77.6 - $87.37 $1.16K - $1.31K
250 $20K
Jpmorgn Hedgd Eqty Lad Ovrly ETF
-25
- 1.19%
N/A
2.07K $0
YEAR
Ab Active Etfs Inc Ultra Short
-437
- 1.58%
N/A
27.2K $0
VZ
Verizon Communications Inc

Communication Services
-26
- 1.27%
$40.84 - $45.06 $1.06K - $1.17K
2.03K $89K
XLU
Utilities Sector Spdr

ETFs
-50
- 5.46%
$81.14 - $87.32 $4.06K - $4.37K
865 $75K
IWV
Ishares Russell 3000 ETF

ETFs
-273
- 7.21%
$351.04 - $379.81 $95.8K - $104K
3.51K $1.33M
IVW
Ishares S&P 500 Growth ETF

ETFs
-98
- 6.77%
$108.97 - $121.65 $10.7K - $11.9K
1.35K $162K
CVX
Chevron Corp

Energy
-21
- 3.29%
$145.57 - $161.83 $3.06K - $3.4K
617 $95K
SPYG
Spdr Portfolio

ETFs
-46
- 4.27%
$94.33 - $105.31 $4.34K - $4.84K
1.03K $107K
JNJ
Johnson & Johnson

Healthcare
-33
- 5.59%
$155.17 - $185.42 $5.12K - $6.12K
557 $103K
VUG
Vanguard Growth ETF

ETFs
-3
- 0.7%
$433.97 - $484.08 $1.3K - $1.45K
426 $204K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-14
- 2.89%
$275.84 - $326.36 $3.86K - $4.57K
470 $153K
GOOG
Alphabet Inc.

Communication Services
-25
- 6.0%
$175.16 - $255.24 $4.38K - $6.38K
392 $95K
MPC
Marathon Petroleum Corp

Energy
-30
- 2.11%
$158.59 - $198.69 $4.76K - $5.96K
1.39K $268K
Activity Summary
Buys All Purchases 89 New Holdings 40 Increased Positions 49 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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