Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

$268 Million
Q3 2025

Lowe Wealth Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $268 Million distributed in 395 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $83.4M, Invesco Qqq Trust, Series 1 with a value of $26.5M, Ishares Msci Usa Min Vol Facto with a value of $20.7M, Vanguard Sht Term Corp Bd ETF with a value of $13.4M, and Spdr Portfolio Short Term Trea with a value of $13M.

Examining the 13F form we can see an increase of $17M in the current position value, from $252M to 268M.

Below you can find more details about Lowe Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $268 Million

ETFs: $255 Million

Technology: $3.84 Million

Financial Services: $1.58 Million

Consumer Defensive: $1.56 Million

Energy: $1.24 Million

Utilities: $1.13 Million

Communication Services: $1.09 Million

Consumer Cyclical: $1.06 Million

Other: $1.66 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$83.4 Million 31.05% of portfolio	125,140	Q3 2025 Reduced 1.7%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$26.5 Million 9.87% of portfolio	44,139	Q3 2025 Reduced 0.85%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$20.7 Million 7.7% of portfolio	217,277	Q3 2025 Reduced 1.43%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$13.4 Million 4.98% of portfolio	167,286	Q3 2025 Added 1.65%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$13 Million 4.85% of portfolio	443,942	Q3 2025 Added 4.06%
IAU Ishares Gold Trust ETFs	$62.9B	$12 Million 4.48% of portfolio	165,174	Q3 2025 Reduced 1.38%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$11.2 Million 4.17% of portfolio	250,770	Q3 2025 Added 2.31%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$9.96 Million 3.71% of portfolio	196,281	Q3 2025 Reduced 2.32%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$8.28 Million 3.08% of portfolio	82,210	Q3 2025 Reduced 1.16%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$6.51 Million 2.43% of portfolio	114,096	Q3 2025 Reduced 1.42%
IGRO Ishares Tr International Divid ETFs	$0	$5.68 Million 2.12% of portfolio	71,336	Q3 2025 Added 12.97%
IYY Ishares Tr ETFs	$0	$5.31 Million 1.98% of portfolio	32,670	Q3 2025 Reduced 3.65%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$4.38 Million 1.63% of portfolio	31,073	Q3 2025 Added 1.13%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$3.76 Million 1.4% of portfolio	49,221	Q3 2025 Added 0.16%
COPX Global X Copper Miners ETF ETFs	$0	$3.41 Million 1.27% of portfolio	57,079	Q3 2025 Reduced 0.57%
GII Spdr S&P Global Infrasture ETF ETFs	$0	$2.66 Million 0.99% of portfolio	38,266	Q3 2025 Added 36.12%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.59 Million 0.97% of portfolio	4,351	Q3 2025 Added 0.37%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$2.08 Million 0.78% of portfolio	24,609	Q3 2025 Added 50.62%
MSFT Microsoft Corp Technology	$3.83T	$1.54 Million 0.57% of portfolio	2,978	Q3 2025 Reduced 0.67%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.33 Million 0.5% of portfolio	3,512	Q3 2025 Reduced 7.21%
XLE Energy Sector Spdr ETFs	$0	$1.2 Million 0.45% of portfolio	13,394	Q3 2025 Added 67.53%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.19 Million 0.44% of portfolio	11,509	Q3 2025 Added 10.91%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.14 Million 0.43% of portfolio	19,921	Q3 2025 Added 14.12%
JSCP Jp Morgan Exch Traded Fd Tr Sh ETFs	$0	$1.16 Million 0.43% of portfolio	24,291	Q3 2025 Added 2.42%
PXF Invesco Iftse Rafi Dev Mkts Ex ETFs	$0	$1.16 Million 0.43% of portfolio	18,951	Q3 2025 Reduced 1.16%
AAPL Apple Inc. Technology	$4.34T	$1.09 Million 0.41% of portfolio	4,299	Q3 2025 Reduced 0.46%
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	$0	$1.11 Million 0.41% of portfolio	54,559	Q3 2025 Added 2.5%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$1.07 Million 0.4% of portfolio	24,112	Q3 2025 Added 4.42%
MKC Mccormick & CO Inc Consumer Defensive	$16B	$931,000 0.35% of portfolio	13,923	Q3 2025 Added 0.01%
DVYE Ishares Emerging Markets Divid ETFs	$0	$689,000 0.26% of portfolio	23,235	Q3 2025 Added 2.24%
CLOI Vaneck ETF Tr ETFs	$0	$556,000 0.21% of portfolio	10,486	Q3 2025 Added 0.72%
VIG Vanguard Dividend Appreciation ETFs	$0	$575,000 0.21% of portfolio	3,162	Q2 2025 Reduced 4.47%
XOM Exxon Mobil Corp Energy	$476B	$556,000 0.21% of portfolio	4,934	Q2 2025 Reduced 0.76%
META Meta Platforms, Inc. Communication Services	$1.43T	$500,000 0.19% of portfolio	682	Q3 2025 Reduced 2.85%
VNQ Vanguard Specialized Funds Van ETFs	$0	$478,000 0.18% of portfolio	5,237	Q3 2025 Added 4.66%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$450,000 0.17% of portfolio	6,126	Q3 2025 Added 89.89%
AEE Ameren Corp Utilities	$26.3B	$431,000 0.16% of portfolio	4,138	Q4 2017 New
IEFA Ishares Tr ETFs	$0	$385,000 0.14% of portfolio	4,413	Q3 2025 Added 0.36%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$381,000 0.14% of portfolio	3,190	Q3 2025 Added 2.44%
TJX Tjx Companies Inc Consumer Cyclical	$165B	$347,000 0.13% of portfolio	2,402	Q3 2023 New
ADP Automatic Data Processing Inc Industrials	$108B	$356,000 0.13% of portfolio	1,215	Q3 2017 New
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$335,000 0.12% of portfolio	3,655	Q3 2025 Reduced 4.29%
IVV Ishares Core S&P 500 ETF ETFs	$0	$286,000 0.11% of portfolio	428	Q3 2025 Added 38.51%
HDV Ishares Core High Dividend ETF ETFs	$0	$307,000 0.11% of portfolio	2,510	Q3 2024 Reduced 0.99%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$635B	$288,000 0.11% of portfolio	574	Q2 2025 Reduced 2.55%
PPL Ppl Corp Utilities	$26.7B	$297,000 0.11% of portfolio	8,004	Q1 2025 Added 3.73%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$294,000 0.11% of portfolio	12,631	Q3 2025 Added 0.62%
IEMG Ishares Inc ETFs	$0	$257,000 0.1% of portfolio	4,800	Q2 2025 Added 5.96%
MPC Marathon Petroleum Corp Energy	$91.6B	$268,000 0.1% of portfolio	1,391	Q3 2025 Reduced 2.11%
IBM International Business Machines Corp Technology	$270B	$276,000 0.1% of portfolio	980	Q2 2023 Reduced 2.49%

Summary

Portfolio
No. of Stocks 395
Current Value $268 Million
Prior Value $252 Million
Filing
Period Q3 2025
Filing Date October 16, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 40 stocks
Additional Purchases 49 stocks
Sold out of 0 stocks
Reduced holdings in 58 stocks

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Lowe Wealth Advisors, LLC Portfolio Holdings