Lowe Wealth Advisors, LLC has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $218 Million distributed in 315 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 $72.6M, Invesco Qqq Trust, Series 1 with a value of $23.8M, Ishares Msci Usa Min Vol Facto with a value of $19.5M, Vanguard Sht Term Corp Bd ETF with a value of $11.5M, and Jp Morgan ETF Tr Ultra Short I with a value of $10.2M.

Examining the 13F form we can see an increase of $4.5M in the current position value, from $213M to 218M.

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

Portfolio value $218 Million
ETFs: $207 Million
Technology: $2.75 Million
Consumer Defensive: $1.59 Million
Financial Services: $1.11 Million
Energy: $1.09 Million
Consumer Cyclical: $822,000
Utilities: $796,000
Communication Services: $693,000
Other: $1.44 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 315
  • Current Value $218 Million
  • Prior Value $213 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 29 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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