Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

Lowe Wealth Advisors, LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Million distributed in 318 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 $75.8M, Invesco Qqq Trust, Series 1 with a value of $23M, Ishares Msci Usa Min Vol Facto with a value of $21.2M, Vanguard Sht Term Corp Bd ETF with a value of $12.3M, and Jp Morgan ETF Tr Ultra Short I with a value of $10.1M.

Examining the 13F form we can see an increase of $12M in the current position value, from $218M to 230M.

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

Portfolio value $230 Million
ETFs: $218 Million
Technology: $2.87 Million
Consumer Defensive: $1.8 Million
Financial Services: $1.26 Million
Energy: $1.02 Million
Utilities: $967,000
Consumer Cyclical: $901,000
Industrials: $846,000
Other: $1.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$75.8 Million 33.0% of portfolio
132,009
Q3 2024 Reduced 1.06%
$0
$23 Million 10.03% of portfolio
47,206
Q3 2024 Reduced 4.8%
$0
$21.2 Million 9.22% of portfolio
231,921
Q3 2024 Added 0.09%
$0
$12.3 Million 5.37% of portfolio
155,322
Q3 2024 Added 3.93%
$0
$10.1 Million 4.4% of portfolio
199,294
Q3 2024 Reduced 1.84%
$0
$9.35 Million 4.07% of portfolio
317,780
Q3 2024 Added 8.44%
$0
$8.67 Million 3.77% of portfolio
230,564
Q3 2024 Added 3.47%
$0
$8.62 Million 3.76% of portfolio
85,642
Q3 2024 Reduced 1.57%
$42.2B
$8.35 Million 3.64% of portfolio
168,076
Q3 2024 Added 0.66%
$0
$6.02 Million 2.62% of portfolio
101,177
Q3 2024 Added 3.69%
$0
$4.88 Million 2.13% of portfolio
34,982
Q3 2024 Reduced 1.68%
$0
$3.31 Million 1.44% of portfolio
25,841
Q3 2024 Added 5.3%
$0
$2.53 Million 1.1% of portfolio
23,673
Q3 2024 Added 2.0%
$0
$2.38 Million 1.04% of portfolio
4,181
Q3 2024 Added 9.48%
$0
$2.01 Million 0.87% of portfolio
22,876
Q3 2024 Reduced 2.16%
$0
$1.94 Million 0.84% of portfolio
48,611
Q3 2024 Added 7.6%
$0
$1.4 Million 0.61% of portfolio
4,289
Q3 2024 Reduced 7.08%
$3.16T
$1.18 Million 0.51% of portfolio
2,747
Q3 2024 Added 2.16%
$19B
$1.15 Million 0.5% of portfolio
13,914
Q3 2024 Added 0.01%
$0
$1.11 Million 0.48% of portfolio
23,412
Q3 2024 Added 3.88%
$0
$1.02 Million 0.44% of portfolio
20,137
Q3 2024 Added 4.19%
$0
$997,000 0.43% of portfolio
49,204
Q3 2024 Added 13.81%
$0
$955,000 0.42% of portfolio
20,541
Q3 2024 Added 4.59%
$0
$884,000 0.39% of portfolio
15,298
Q3 2024 Added 15.74%
$0
$877,000 0.38% of portfolio
16,834
Q3 2024 Added 2.59%
$3.91T
$848,000 0.37% of portfolio
3,643
Q3 2024 Added 4.86%
$0
$719,000 0.31% of portfolio
9,650
Q3 2024 Added 828.78%
$0
$686,000 0.3% of portfolio
23,279
Q3 2024 Added 0.79%
$0
$617,000 0.27% of portfolio
2,514
Q3 2024 Reduced 40.43%
$450B
$575,000 0.25% of portfolio
4,913
Q2 2024 Reduced 0.51%
$0
$459,000 0.2% of portfolio
2,525
Q2 2024 Added 3,179.22%
$0
$433,000 0.19% of portfolio
15,100
Q3 2024 Added 5.43%
$1.36T
$396,000 0.17% of portfolio
692
Q3 2024 Added 0.14%
$23B
$361,000 0.16% of portfolio
4,138
Q4 2017 New
$0
$363,000 0.16% of portfolio
4,657
Q3 2024 Reduced 1.06%
$121B
$336,000 0.15% of portfolio
1,215
Q3 2017 New
$0
$312,000 0.14% of portfolio
5,830
Q3 2024 Reduced 0.6%
$0
$295,000 0.13% of portfolio
2,510
Q3 2024 Reduced 0.99%
$0
$293,000 0.13% of portfolio
4,762
Q3 2024 Added 666.83%
$140B
$282,000 0.12% of portfolio
2,402
Q3 2023 New
$23.8B
$261,000 0.11% of portfolio
7,890
Q3 2024 Reduced 2.46%
$0
$254,000 0.11% of portfolio
7,750
Q2 2024 Reduced 4.32%
$71.2B
$231,000 0.1% of portfolio
1,421
Q3 2024 Reduced 1.04%
$0
$238,000 0.1% of portfolio
2,452
Q3 2024 Reduced 3.92%
$200B
$216,000 0.09% of portfolio
980
Q2 2023 Reduced 2.49%
$43B
$182,000 0.08% of portfolio
2,044
Q3 2023 New
$0
$173,000 0.08% of portfolio
2,369
Q3 2024 Added 58.46%
$2.28T
$175,000 0.08% of portfolio
940
Q3 2024 Added 2.73%
$24.8B
$179,000 0.08% of portfolio
934
Q2 2024 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $230 Million
  • Prior Value $218 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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