Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q1 2025

Lowe Wealth Advisors, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 372 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 $71M, Invesco Qqq Trust, Series 1 with a value of $20.9M, Ishares Msci Usa Min Vol Facto with a value of $20.3M, Vanguard Sht Term Corp Bd ETF with a value of $12.3M, and Spdr Portfolio Short Term Trea with a value of $11.6M.

Examining the 13F form we can see an increase of $27K in the current position value, from $232M to 232M.

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

Portfolio value $232 Million
ETFs: $220 Million
Technology: $3.09 Million
Consumer Defensive: $1.79 Million
Financial Services: $1.54 Million
Energy: $1.21 Million
Utilities: $1.1 Million
Consumer Cyclical: $955,000
Communication Services: $909,000
Other: $1.59 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$71 Million 30.63% of portfolio
126,966
Q1 2025 Reduced 2.4%
$0
$20.9 Million 9.02% of portfolio
44,600
Q1 2025 Reduced 4.19%
$0
$20.3 Million 8.76% of portfolio
218,979
Q1 2025 Reduced 3.43%
$0
$12.3 Million 5.28% of portfolio
155,215
Q1 2025 Added 1.95%
$0
$11.6 Million 4.99% of portfolio
395,826
Q1 2025 Added 6.97%
$0
$10 Million 4.31% of portfolio
197,477
Q1 2025 Reduced 0.94%
$52.9B
$9.86 Million 4.25% of portfolio
167,225
Q1 2025 Reduced 0.7%
$0
$9.53 Million 4.11% of portfolio
235,330
Q1 2025 Added 1.88%
$0
$8.18 Million 3.53% of portfolio
81,278
Q1 2025 Reduced 1.39%
$0
$6.4 Million 2.76% of portfolio
112,959
Q1 2025 Added 2.71%
$0
$4.61 Million 1.99% of portfolio
34,016
Q1 2025 Reduced 0.58%
$0
$3.71 Million 1.6% of portfolio
29,075
Q1 2025 Added 9.98%
$0
$3.4 Million 1.47% of portfolio
46,687
Q1 2025 Added 62.14%
$0
$2.33 Million 1.0% of portfolio
4,362
Q1 2025 Added 1.44%
$0
$2.2 Million 0.95% of portfolio
23,796
Q1 2025 Added 1.4%
$0
$2.15 Million 0.93% of portfolio
47,255
Q1 2025 Added 3.31%
$0
$1.96 Million 0.84% of portfolio
19,390
Q1 2025 Reduced 30.7%
$0
$1.2 Million 0.52% of portfolio
3,810
Q1 2025 Added 0.79%
$2.92T
$1.13 Million 0.49% of portfolio
3,021
Q1 2025 Added 22.11%
$18.7B
$1.15 Million 0.49% of portfolio
13,918
Q1 2025 Added 0.01%
$0
$1.11 Million 0.48% of portfolio
17,915
Q1 2025 Added 186.41%
$0
$1.12 Million 0.48% of portfolio
23,717
Q1 2025 Added 6.78%
$0
$1.07 Million 0.46% of portfolio
53,029
Q1 2025 Added 5.99%
$3.36T
$970,000 0.42% of portfolio
4,369
Q1 2025 Added 15.98%
$0
$954,000 0.41% of portfolio
17,571
Q1 2025 Added 6.74%
$0
$928,000 0.4% of portfolio
17,684
Q1 2025 Added 0.71%
$0
$909,000 0.39% of portfolio
20,924
Q1 2025 Added 4.74%
$0
$707,000 0.3% of portfolio
9,560
Q1 2025 Added 234.73%
$0
$607,000 0.26% of portfolio
22,225
Q1 2025 Added 29.21%
$0
$602,000 0.26% of portfolio
3,310
Q1 2025 Added 30.31%
$452B
$591,000 0.25% of portfolio
4,972
Q4 2024 Added 1.2%
$0
$526,000 0.23% of portfolio
9,969
Q1 2025 Added 106.31%
$25.4B
$415,000 0.18% of portfolio
4,138
Q4 2017 New
$1.23T
$404,000 0.17% of portfolio
702
Q4 2024 Added 1.45%
$121B
$371,000 0.16% of portfolio
1,215
Q3 2017 New
$0
$345,000 0.15% of portfolio
3,856
Q1 2025 Added 19.27%
$0
$328,000 0.14% of portfolio
4,297
Q1 2025 Reduced 0.46%
$147B
$292,000 0.13% of portfolio
2,402
Q3 2023 New
$691B
$309,000 0.13% of portfolio
589
Q1 2025 Added 45.43%
$0
$299,000 0.13% of portfolio
2,510
Q3 2024 Reduced 0.99%
$0
$310,000 0.13% of portfolio
3,381
Q1 2025 Added 27.49%
$26.5B
$289,000 0.12% of portfolio
8,004
Q1 2025 Added 3.73%
$0
$250,000 0.11% of portfolio
12,553
Q4 2024 Added 487.14%
$208B
$243,000 0.1% of portfolio
980
Q2 2023 Reduced 2.49%
$0
$242,000 0.1% of portfolio
4,530
Q4 2024 Reduced 22.3%
$68.5B
$207,000 0.09% of portfolio
1,421
Q3 2024 Reduced 1.04%
$0
$199,000 0.09% of portfolio
6,150
Q1 2025 Reduced 6.11%
$0
$213,000 0.09% of portfolio
2,484
Q4 2024 Added 32.48%
$0
$191,000 0.08% of portfolio
702
Q4 2024 Added 29.52%

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $232 Million
  • Prior Value $232 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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