Lowe Wealth Advisors, LLC New Holdings in Q1 2025

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
6.13K
New
$19.0 - $19.66 $117K - $121K
6.13K $120K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
5.45K
New
$21.16 - $21.77 $115K - $119K
5.45K $118K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.35K
New
$21.77 - $22.24 $116K - $119K
5.35K $118K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
4.25K
New
$19.55 - $20.29 $83.1K - $86.2K
4.25K $86K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.09K
New
$58.04 - $65.84 $63K - $71.5K
1.09K $69K
TXN
Texas Instruments Inc

Technology
300
New
N/A
300 $58K
EWJ
Ishares Msci Japan ETF

ETFs
648
New
$65.24 - $71.7 $42.3K - $46.5K
648 $44K
KRP
Kimbell Royalty Partners, LP

Energy
2.46K
New
$13.35 - $16.45 $32.8K - $40.5K
2.46K $34K
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
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.2K
New
$22.77 - $22.94 $27.3K - $27.5K
1.2K $27K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
200
New
$100.59 - $103.47 $20.1K - $20.7K
200 $20K
DWM
Wisdomtree Tr

ETFs
320
New
$52.19 - $59.86 $16.7K - $19.2K
320 $18K
EMB
Ishares Tr

ETFs
205
New
$88.64 - $92.03 $18.2K - $18.9K
205 $18K
EQIX
Equinix Inc

Real Estate
21
New
$803.0 - $959.97 $16.9K - $20.2K
21 $17K
TM
Toyota Motor Corp

Consumer Cyclical
100
New
$176.53 - $195.35 $17.7K - $19.5K
100 $17K
FLEX
Flex Ltd.

Technology
513
New
$32.92 - $44.46 $16.9K - $22.8K
513 $16K
NVS
Novartis Ag

Healthcare
150
New
$97.14 - $115.57 $14.6K - $17.3K
150 $16K
PRGS
Progress Software Corp

Technology
300
New
$51.39 - $65.26 $15.4K - $19.6K
300 $15K
ILF
Ishares Latin America 40 ETF

ETFs
580
New
$20.87 - $24.43 $12.1K - $14.2K
580 $13K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
200
New
N/A
200 $12K
IMCR
Immunocore Holdings PLC

Healthcare
330
New
$28.21 - $33.0 $9.31K - $10.9K
330 $9K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
300
New
$31.75 - $36.0 $9.53K - $10.8K
300 $9K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
40
New
$114.57 - $117.99 $4.58K - $4.72K
40 $4K
IGV
Ishares Expanded Tech Software

ETFs
50
New
$88.3 - $107.83 $4.42K - $5.39K
50 $4K
PFF
Ishares Trust Ishares Pfd And

ETFs
150
New
$30.73 - $32.26 $4.61K - $4.84K
150 $4K
URA
Global X Uranium ETF

ETFs
140
New
$22.92 - $30.98 $3.21K - $4.34K
140 $3K
Lam Research Corp
122
New
N/A
122 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
50
New
$9.19 - $12.93 $460 - $647
50 $0
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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