Lowe Wealth Advisors, LLC Incresed Positions in Q4 2024

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
52.3K
+ 16.44%
$28.88 - $29.33 $1.51M - $1.53M
370K $10.7M
IGRO
Ishares Tr International Divid

ETFs
19.1K
+ 198.38%
$67.76 - $74.48 $1.3M - $1.43M
28.8K $1.96M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.8K
+ 8.7%
$57.53 - $60.83 $506K - $535K
110K $6.33M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.31K
+ 18.19%
$99.2 - $108.47 $427K - $467K
28K $2.79M
CLOI
Vaneck ETF Tr

ETFs
4.7K
+ 3588.55%
$52.7 - $53.15 $248K - $250K
4.83K $254K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.82K
+ 219.13%
$91.29 - $91.8 $166K - $167K
2.65K $242K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.4K
+ 487.14%
$18.41 - $40.87 $192K - $426K
12.6K $232K
IVV
Ishares Core S&P 500 ETF

ETFs
224
+ 248.89%
$570.51 - $610.59 $128K - $137K
314 $184K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
426
+ 0.18%
$37.46 - $43.08 $16K - $18.4K
231K $8.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
223
+ 122.53%
$442.29 - $483.08 $98.6K - $108K
405 $183K
IWM
Ishares Russell 2000 ETF

ETFs
431
+ 1724.0%
$216.13 - $242.4 $93.2K - $104K
456 $100K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.03K
+ 172.33%
$87.25 - $95.52 $90.2K - $98.8K
1.63K $144K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
959
+ 675.35%
$96.64 - $101.23 $92.7K - $97.1K
1.1K $106K
T
At&T Inc.

Communication Services
3.79K
+ 352.18%
$21.22 - $23.88 $80.5K - $90.6K
4.87K $110K
AMZN
Amazon Com Inc

Consumer Cyclical
213
+ 22.66%
$180.88 - $232.93 $38.5K - $49.6K
1.15K $252K
GII
Spdr S&P Global Infrasture ETF

ETFs
1.49K
+ 31.35%
$57.64 - $63.28 $86.1K - $94.5K
6.26K $370K
TSLA
Tesla, Inc.

Consumer Cyclical
109
+ 52.91%
$213.65 - $479.86 $23.3K - $52.3K
315 $127K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.7K
+ 143.43%
$44.04 - $49.49 $75K - $84.3K
2.89K $127K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
119
+ 2.85%
$563.99 - $620.12 $67.1K - $73.8K
4.3K $2.45M
VTV
Vanguard Value ETF

ETFs
377
+ 91.5%
$168.32 - $181.87 $63.5K - $68.6K
789 $133K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
596
+ 2.31%
$126.68 - $134.74 $75.5K - $80.3K
26.4K $3.37M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
609
+ 32.48%
N/A
2.48K $213K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.8K
+ 251.96%
$28.6 - $29.27 $51.6K - $52.8K
2.52K $72K
SPYG
Spdr Portfolio

ETFs
543
+ 93.46%
$81.74 - $91.38 $44.4K - $49.6K
1.12K $98K
VTI
Vanguard Total Stock Market Et

ETFs
160
+ 29.52%
$280.04 - $302.45 $44.8K - $48.4K
702 $203K
VNQ
Vanguard Specialized Funds Van

ETFs
781
+ 31.85%
$87.85 - $98.6 $68.6K - $77K
3.23K $287K
XLI
Industrial Sector Spdr

ETFs
360
+ 360.0%
$131.76 - $143.99 $47.4K - $51.8K
460 $60K
VEA
Vanguard Ftse Developed Market

ETFs
990
+ 2302.33%
$47.57 - $52.44 $47.1K - $51.9K
1.03K $49K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.16K
+ 7.6%
$56.06 - $61.35 $65.2K - $71.4K
16.5K $929K
GOOG
Alphabet Inc.

Communication Services
117
+ 39.0%
$163.08 - $198.16 $19.1K - $23.2K
417 $79K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
487
+ 20.56%
$67.29 - $73.38 $32.8K - $35.7K
2.86K $193K
WMT
Walmart Inc.

Consumer Defensive
121
+ 13.49%
$79.1 - $95.7 $9.57K - $11.6K
1.02K $91K
IXUS
Ishares Tr

ETFs
283
+ 332.94%
$65.95 - $72.56 $18.7K - $20.5K
368 $24K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.45%
$554.08 - $632.68 $5.54K - $6.33K
702 $414K
JPM
Jpmorgan Chase & CO

Financial Services
51
+ 34.0%
$205.18 - $250.29 $10.5K - $12.8K
201 $48K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
828
+ 1.68%
N/A
50K $1.01M
TFC
Truist Financial Corp

Financial Services
347
+ 1156.67%
$41.51 - $48.1 $14.4K - $16.7K
377 $16K
MA
Mastercard Inc

Financial Services
21
+ 24.14%
$491.3 - $536.15 $10.3K - $11.3K
108 $56K
ARCC
Ares Capital Corp

Financial Services
529
+ 176.33%
$20.74 - $22.27 $11K - $11.8K
829 $18K
PRU
Prudential Financial Inc

Financial Services
127
+ 13.01%
$114.59 - $129.52 $14.6K - $16.4K
1.1K $130K
NFLX
Netflix Inc

Communication Services
10
+ 58.82%
$687.65 - $936.56 $6.88K - $9.37K
27 $24K
DVYE
Ishares Emerging Markets Divid

ETFs
2.1K
+ 13.91%
$25.42 - $29.74 $53.4K - $62.5K
17.2K $444K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 8.64%
$873.59 - $994.69 $6.12K - $6.96K
88 $80K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 47.62%
$161.05 - $179.7 $8.05K - $8.99K
155 $25K
CRM
Salesforce, Inc.

Technology
17
+ 94.44%
$270.87 - $367.87 $4.6K - $6.25K
35 $11K
ABT
Abbott Laboratories

Healthcare
49
+ 35.51%
$111.93 - $119.39 $5.48K - $5.85K
187 $21K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
40
+ 3.71%
$125.5 - $148.67 $5.02K - $5.95K
1.12K $147K
UPS
United Parcel Service Inc

Industrials
41
+ 164.0%
$122.65 - $138.35 $5.03K - $5.67K
66 $8K
AVGO
Broadcom Inc.

Technology
10
+ 20.0%
$159.67 - $250.0 $1.6K - $2.5K
60 $13K
Activity Summary
Buys All Purchases 159 New Holdings 63 Increased Positions 96 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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