Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $218 Million
  • Q2 2024

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
$0
$72.6 Million 33.38% of portfolio
133,424
Q2 2024 Reduced 1.72%
$0
$23.8 Million 10.92% of portfolio
49,586
Q2 2024 Reduced 2.09%
$0
$19.5 Million 8.94% of portfolio
231,723
Q2 2024 Reduced 1.93%
$0
$11.5 Million 5.31% of portfolio
149,448
Q2 2024 Reduced 2.38%
$0
$10.2 Million 4.71% of portfolio
203,025
Q2 2024 Added 1.21%
$0
$8.76 Million 4.03% of portfolio
87,007
Q2 2024 Reduced 2.52%
$0
$8.46 Million 3.89% of portfolio
293,057
Q2 2024 Added 12.94%
$41B
$7.33 Million 3.37% of portfolio
166,966
Q2 2024 Added 0.35%
$0
$7.28 Million 3.35% of portfolio
222,824
Q2 2024 Added 4.11%
$0
$5.53 Million 2.54% of portfolio
97,577
Q2 2024 Added 6.51%
$0
$4.71 Million 2.16% of portfolio
35,581
Q2 2024 Reduced 1.6%
$0
$2.91 Million 1.34% of portfolio
24,540
Q2 2024 Reduced 15.58%
$0
$2.23 Million 1.03% of portfolio
23,208
Q2 2024 Added 16.03%
$0
$2.13 Million 0.98% of portfolio
23,382
Q2 2024 Reduced 2.7%
$0
$2.04 Million 0.94% of portfolio
3,819
Q2 2024 Reduced 1.29%
$0
$1.53 Million 0.7% of portfolio
45,177
Q2 2024 Added 11.81%
$0
$1.42 Million 0.65% of portfolio
4,616
Q2 2024 Reduced 4.15%
$3.18T
$1.2 Million 0.55% of portfolio
2,689
Q2 2024 Reduced 2.18%
$0
$1.1 Million 0.51% of portfolio
4,220
Q2 2024 Reduced 4.52%
$0
$1.05 Million 0.48% of portfolio
22,538
Q2 2024 Reduced 14.35%
$20.8B
$986,000 0.45% of portfolio
13,912
Q2 2024 Reduced 2.26%
$0
$933,000 0.43% of portfolio
19,328
Q2 2024 Reduced 0.01%
$0
$875,000 0.4% of portfolio
43,232
Q2 2024 Added 5.38%
$0
$855,000 0.39% of portfolio
19,640
Q2 2024 Added 11.15%
$0
$798,000 0.37% of portfolio
16,409
Q2 2024 Added 11.32%
$3.58T
$731,000 0.34% of portfolio
3,474
Q2 2024 Reduced 0.06%
$0
$720,000 0.33% of portfolio
13,217
Q2 2024 Added 13.35%
$0
$631,000 0.29% of portfolio
23,096
Q2 2024 Added 19.94%
$464B
$565,000 0.26% of portfolio
4,913
Q2 2024 Reduced 0.51%
$0
$460,000 0.21% of portfolio
2,525
Q2 2024 Added 3,179.22%
$0
$389,000 0.18% of portfolio
14,322
Q2 2024 Added 42.65%
$1.18T
$348,000 0.16% of portfolio
691
Q2 2024 Added 2.83%
$0
$341,000 0.16% of portfolio
4,707
Q2 2024 Reduced 13.74%
$0
$313,000 0.14% of portfolio
5,865
Q2 2024 Reduced 5.78%
$21.6B
$294,000 0.14% of portfolio
4,138
Q4 2017 New
$0
$275,000 0.13% of portfolio
2,535
Q2 2024 Reduced 4.48%
$116B
$290,000 0.13% of portfolio
1,215
Q3 2017 New
$137B
$264,000 0.12% of portfolio
2,402
Q3 2023 New
$80.5B
$249,000 0.11% of portfolio
1,436
Q1 2024 Reduced 1.71%
$0
$213,000 0.1% of portfolio
2,552
Q2 2024 Added 12.62%
$23.5B
$223,000 0.1% of portfolio
8,089
Q1 2023 Added 2.8%
$0
$211,000 0.1% of portfolio
7,750
Q2 2024 Reduced 4.32%
$1.91T
$176,000 0.08% of portfolio
915
Q2 2024 Added 7.02%
$29.2B
$171,000 0.08% of portfolio
934
Q2 2024 Added 0.11%
$0
$164,000 0.08% of portfolio
1,588
Q1 2024 Reduced 11.19%
$190B
$169,000 0.08% of portfolio
980
Q2 2023 Reduced 2.49%
$0
$159,000 0.07% of portfolio
1,840
Q2 2024 Reduced 11.96%
$0
$152,000 0.07% of portfolio
1,648
Q3 2021 Reduced 3.51%
$0
$160,000 0.07% of portfolio
429
Q2 2024 Added 4.38%

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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