Lowe Wealth Advisors, LLC Purchases in Q1 2025

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGRO
Ishares Tr International Divid

ETFs
17.9K
+ 62.14%
$66.91 - $73.87 $1.2M - $1.32M
46.7K $3.4M
SPTS
Spdr Portfolio Short Term Trea

ETFs
25.8K
+ 6.97%
$28.92 - $29.22 $746K - $754K
396K $11.6M
COPX
Global X Copper Miners ETF

ETFs
17.9K
+ 49.47%
$37.72 - $43.32 $676K - $777K
54.2K $2.17M
GII
Spdr S&P Global Infrasture ETF

ETFs
11.7K
+ 186.41%
$58.92 - $62.25 $687K - $726K
17.9K $1.11M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.34K
+ 1.88%
$38.54 - $41.5 $167K - $180K
235K $9.53M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.51K
+ 3.31%
$34.58 - $45.76 $52.3K - $69.2K
47.3K $2.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.7K
+ 234.73%
$67.08 - $76.14 $450K - $510K
9.56K $707K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97K
+ 1.95%
$77.7 - $78.94 $231K - $235K
155K $12.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.64K
+ 9.98%
$126.11 - $135.06 $333K - $356K
29.1K $3.71M
CLOI
Vaneck ETF Tr

ETFs
5.14K
+ 106.31%
$52.68 - $53.16 $271K - $273K
9.97K $526K
DVYE
Ishares Emerging Markets Divid

ETFs
5.02K
+ 29.21%
$25.08 - $27.99 $126K - $141K
22.2K $607K
VIG
Vanguard Dividend Appreciation

ETFs
770
+ 30.31%
N/A
3.31K $602K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
184
+ 45.43%
$442.66 - $534.52 $81.4K - $98.4K
589 $309K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
6.13K
New
$19.0 - $19.66 $117K - $121K
6.13K $120K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.35K
New
$21.77 - $22.24 $116K - $119K
5.35K $118K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
5.45K
New
$21.16 - $21.77 $115K - $119K
5.45K $118K
MSFT
Microsoft Corp

Technology
547
+ 22.11%
$375.39 - $447.2 $205K - $245K
3.02K $1.13M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
125
+ 0.71%
$47.39 - $54.26 $5.92K - $6.78K
17.7K $928K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
4.25K
New
$19.55 - $20.29 $83.1K - $86.2K
4.25K $86K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.01%
$71.24 - $84.73 $142 - $169
13.9K $1.15M
ENB
Enbridge Inc

Energy
1.88K
+ 770.08%
$41.54 - $45.45 $78.1K - $85.4K
2.12K $94K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
1.51K
+ 6.78%
$46.45 - $47.26 $69.9K - $71.1K
23.7K $1.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 2.71%
$56.17 - $59.71 $168K - $178K
113K $6.4M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.09K
New
$58.04 - $65.84 $63K - $71.5K
1.09K $69K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
729
+ 27.49%
$91.45 - $91.75 $66.7K - $66.9K
3.38K $310K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
3K
+ 5.99%
N/A
53K $1.07M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
651
+ 53.14%
$78.97 - $85.82 $51.4K - $55.9K
1.88K $156K
VNQ
Vanguard Specialized Funds Van

ETFs
623
+ 19.27%
$85.55 - $94.34 $53.3K - $58.8K
3.86K $345K
TXN
Texas Instruments Inc

Technology
300
New
N/A
300 $58K
PG
Procter & Gamble CO

Consumer Defensive
300
+ 193.55%
$158.56 - $176.26 $47.6K - $52.9K
455 $77K
DVY
Ishares Tr

ETFs
350
+ 52.47%
$128.58 - $138.1 $45K - $48.3K
1.02K $134K
AMGN
Amgen Inc

Healthcare
115
+ 51.57%
$258.59 - $327.36 $29.7K - $37.6K
338 $105K
EWJ
Ishares Msci Japan ETF

ETFs
648
New
$65.24 - $71.7 $42.3K - $46.5K
648 $44K
PPL
Ppl Corp

Utilities
288
+ 3.73%
$31.68 - $36.11 $9.12K - $10.4K
8K $289K
KRP
Kimbell Royalty Partners, LP

Energy
2.46K
New
$13.35 - $16.45 $32.8K - $40.5K
2.46K $34K
T
At&T Inc.

Communication Services
193
+ 3.96%
$21.56 - $28.28 $4.16K - $5.46K
5.06K $143K
PLD
Prologis, Inc.

Real Estate
250
+ 59.1%
$103.59 - $124.04 $25.9K - $31K
673 $75K
JNJ
Johnson & Johnson

Healthcare
101
+ 16.48%
$142.06 - $167.7 $14.3K - $16.9K
714 $118K
TRP
Tc Energy Corp

Energy
641
New
$44.29 - $49.27 $28.4K - $31.6K
641 $30K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.3K
New
$22.11 - $22.43 $28.7K - $29.2K
1.3K $29K
VAL
Valaris LTD

Energy
725
New
$32.85 - $49.52 $23.8K - $35.9K
725 $28K
AAPL
Apple Inc.

Technology
602
+ 15.98%
$209.68 - $247.1 $126K - $149K
4.37K $970K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.2K
New
$22.77 - $22.94 $27.3K - $27.5K
1.2K $27K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
972
+ 120.3%
$23.43 - $25.55 $22.8K - $24.8K
1.78K $45K
GS
Goldman Sachs Group Inc

Financial Services
49
+ 326.67%
$524.81 - $672.19 $25.7K - $32.9K
64 $34K
AMT
American Tower Corp

Real Estate
109
+ 218.0%
$173.46 - $217.6 $18.9K - $23.7K
159 $34K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.11K
+ 6.74%
$53.6 - $58.97 $59.5K - $65.5K
17.6K $954K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
200
New
$100.59 - $103.47 $20.1K - $20.7K
200 $20K
GOOGL
Alphabet Inc.

Communication Services
126
+ 504.0%
$154.33 - $206.19 $19.4K - $26K
151 $23K
Activity Summary
Buys All Purchases 90 New Holdings 30 Increased Positions 60 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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