Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $252 Million
  • Q2 2025

Lowe Wealth Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Million distributed in 365 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 $78.7M, Invesco Qqq Trust, Series 1 with a value of $24.6M, Ishares Msci Usa Min Vol Facto with a value of $20.7M, Vanguard Sht Term Corp Bd ETF with a value of $13.1M, and Spdr Portfolio Short Term Trea with a value of $12.5M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $232M to 252M.

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

Portfolio value $252 Million
ETFs: $239 Million
Technology: $3.53 Million
Consumer Defensive: $1.68 Million
Financial Services: $1.54 Million
Energy: $1.15 Million
Communication Services: $1.07 Million
Utilities: $1.06 Million
Consumer Cyclical: $977,000
Other: $1.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$78.7 Million 31.27% of portfolio
127,304
Q2 2025 Added 0.27%
$0
$24.6 Million 9.76% of portfolio
44,516
Q2 2025 Reduced 0.19%
$0
$20.7 Million 8.23% of portfolio
220,433
Q2 2025 Added 0.66%
$0
$13.1 Million 5.2% of portfolio
164,563
Q2 2025 Added 6.02%
$0
$12.5 Million 4.97% of portfolio
426,638
Q2 2025 Added 7.78%
$53B
$10.4 Million 4.15% of portfolio
167,487
Q2 2025 Added 0.16%
$0
$10.3 Million 4.11% of portfolio
245,118
Q2 2025 Added 4.16%
$0
$10.2 Million 4.05% of portfolio
200,946
Q2 2025 Added 1.76%
$0
$8.36 Million 3.32% of portfolio
83,177
Q2 2025 Added 2.34%
$0
$6.58 Million 2.62% of portfolio
115,741
Q2 2025 Added 2.46%
$0
$5.12 Million 2.03% of portfolio
33,909
Q2 2025 Reduced 0.31%
$0
$4.98 Million 1.98% of portfolio
63,145
Q2 2025 Added 35.25%
$0
$4.1 Million 1.63% of portfolio
30,727
Q2 2025 Added 5.68%
$0
$2.58 Million 1.03% of portfolio
57,406
Q2 2025 Added 5.97%
$0
$2.56 Million 1.02% of portfolio
49,141
Q2 2025 Added 3.99%
$0
$2.46 Million 0.98% of portfolio
4,335
Q2 2025 Reduced 0.62%
$3.75T
$1.49 Million 0.59% of portfolio
2,998
Q2 2025 Reduced 0.76%
$0
$1.33 Million 0.53% of portfolio
3,785
Q2 2025 Reduced 0.66%
$0
$1.31 Million 0.52% of portfolio
16,339
Q2 2025 Added 70.91%
$0
$1.13 Million 0.45% of portfolio
23,716
Q2 2025 Reduced -0.0%
$0
$1.1 Million 0.44% of portfolio
23,092
Q2 2025 Added 10.36%
$0
$1.1 Million 0.44% of portfolio
19,174
Q2 2025 Added 8.43%
$0
$1.08 Million 0.43% of portfolio
53,229
Q2 2025 Added 0.38%
$0
$1.04 Million 0.42% of portfolio
10,377
Q2 2025 Reduced 46.48%
$18.1B
$1.06 Million 0.42% of portfolio
13,921
Q2 2025 Added 0.02%
$0
$961,000 0.38% of portfolio
17,456
Q2 2025 Reduced 0.65%
$3.39T
$886,000 0.35% of portfolio
4,319
Q2 2025 Reduced 1.14%
$0
$678,000 0.27% of portfolio
7,995
Q2 2025 Reduced 66.4%
$0
$651,000 0.26% of portfolio
22,725
Q2 2025 Added 2.25%
$0
$575,000 0.23% of portfolio
3,162
Q2 2025 Reduced 4.47%
$0
$551,000 0.22% of portfolio
10,411
Q2 2025 Added 4.43%
$1.62T
$518,000 0.21% of portfolio
702
Q4 2024 Added 1.45%
$474B
$531,000 0.21% of portfolio
4,934
Q2 2025 Reduced 0.76%
$0
$445,000 0.18% of portfolio
5,004
Q2 2025 Added 29.77%
$24.6B
$397,000 0.16% of portfolio
4,138
Q4 2017 New
$0
$370,000 0.15% of portfolio
3,114
Q2 2025 Added 7,685.0%
$128B
$374,000 0.15% of portfolio
1,215
Q3 2017 New
$0
$367,000 0.15% of portfolio
4,397
Q2 2025 Added 2.33%
$0
$350,000 0.14% of portfolio
3,819
Q2 2025 Added 12.95%
$146B
$296,000 0.12% of portfolio
2,402
Q3 2023 New
$0
$294,000 0.12% of portfolio
2,510
Q3 2024 Reduced 0.99%
$0
$277,000 0.11% of portfolio
12,553
Q4 2024 Added 487.14%
$631B
$278,000 0.11% of portfolio
574
Q2 2025 Reduced 2.55%
$260B
$288,000 0.11% of portfolio
980
Q2 2023 Reduced 2.49%
$24.9B
$271,000 0.11% of portfolio
8,004
Q1 2025 Added 3.73%
$0
$257,000 0.1% of portfolio
4,800
Q2 2025 Added 5.96%
$0
$228,000 0.09% of portfolio
3,226
Q2 2025 Added 197.05%
$0
$237,000 0.09% of portfolio
782
Q2 2025 Added 11.4%
$89.4B
$236,000 0.09% of portfolio
1,421
Q3 2024 Reduced 1.04%

Summary

  • Portfolio
  • No. of Stocks 365
  • Current Value $252 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email