Lowe Wealth Advisors, LLC Reduced Holdings in Q3 2024

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.38K
- 4.8%
$434.77 - $502.96 $1.03M - $1.2M
47.2K $23M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.71K
- 40.43%
$211.47 - $281.27 $361K - $480K
2.51K $617K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.73K
- 1.84%
$50.25 - $50.74 $187K - $189K
199K $10.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.37K
- 1.57%
$100.09 - $100.69 $137K - $137K
85.6K $8.62M
XLE
Energy Sector Spdr

ETFs
-506
- 2.16%
$84.35 - $93.39 $42.7K - $47.3K
22.9K $2.01M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.2K
- 94.87%
$23.13 - $23.43 $97.2K - $98.5K
227 $5K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.3K
- 97.75%
$22.55 - $23.1 $97K - $99.4K
99 $2K
SH
Proshares Short S&P500 New (De

ETFs
-3.44K
- 36.39%
$10.85 - $12.08 $37.3K - $41.5K
6.01K $65K
XLU
Utilities Sector Spdr

ETFs
-625
- 36.02%
$67.67 - $80.78 $42.3K - $50.5K
1.11K $89K
TY
Tri Continental Corp

Financial Services
-900
- 60.0%
$29.86 - $32.92 $26.9K - $29.6K
600 $19K
IWV
Ishares Russell 3000 ETF

ETFs
-327
- 7.08%
$294.75 - $326.73 $96.4K - $107K
4.29K $1.4M
VV
Vanguard Large Cap ETF

ETFs
-100
- 33.33%
$236.92 - $263.4 $23.7K - $26.3K
200 $52K
MPC
Marathon Petroleum Corp

Energy
-15
- 1.04%
$158.61 - $180.75 $2.38K - $2.71K
1.42K $231K
XLK
Technology Sector Spdr

ETFs
-70
- 60.34%
$197.34 - $237.68 $13.8K - $16.6K
46 $10K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-400
- 18.31%
$46.5 - $49.42 $18.6K - $19.8K
1.79K $87K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1K
- 25.0%
$21.72 - $25.05 $21.7K - $25.1K
3K $73K
DG
Dollar General Corp

Consumer Defensive
-40
- 16.67%
$80.41 - $132.42 $3.22K - $5.3K
200 $16K
IVW
Ishares S&P 500 Growth ETF

ETFs
-200
- 12.14%
$84.77 - $97.13 $17K - $19.4K
1.45K $138K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-200
- 12.59%
$97.81 - $108.79 $19.6K - $21.8K
1.39K $151K
DIS
Walt Disney CO

Communication Services
-70
- 10.84%
$85.6 - $98.61 $5.99K - $6.9K
576 $55K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-52
- 11.5%
$147.95 - $191.05 $7.69K - $9.93K
400 $69K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-75
- 42.86%
$91.43 - $117.51 $6.86K - $8.81K
100 $10K
T
At&T Inc.

Communication Services
-400
- 27.08%
$18.21 - $22.28 $7.28K - $8.91K
1.08K $23K
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 44.44%
$200.87 - $224.6 $4.02K - $4.49K
25 $5K
IEMG
Ishares Inc

ETFs
-35
- 0.6%
$53.64 - $53.64 $1.88K - $1.88K
5.83K $312K
CVS
Cvs Health Corp

Healthcare
-36
- 12.12%
$55.81 - $63.18 $2.01K - $2.27K
261 $16K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-17
- 1.64%
$81.31 - $83.29 $1.38K - $1.42K
1.02K $84K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-60
- 1.84%
$41.95 - $43.42 $2.52K - $2.61K
3.2K $138K
EXC
Exelon Corp

Utilities
-21
- 6.09%
$34.24 - $40.55 $719 - $852
324 $13K
JNJ
Johnson & Johnson

Healthcare
-35
- 5.42%
$145.48 - $167.38 $5.09K - $5.86K
611 $99K
VZ
Verizon Communications Inc

Communication Services
-26
- 1.25%
$38.89 - $45.0 $1.01K - $1.17K
2.05K $92K
BMI
Badger Meter Inc

Technology
-80
- 9.3%
$184.77 - $219.63 $14.8K - $17.6K
780 $170K
SBUX
Starbucks Corp

Consumer Cyclical
-45
- 3.9%
$72.51 - $98.6 $3.26K - $4.44K
1.11K $108K
LMT
Lockheed Martin Corp

Industrials
-5
- 2.67%
$460.3 - $584.56 $2.3K - $2.92K
182 $106K
HDV
Ishares Core High Dividend ETF

ETFs
-25
- 0.99%
$107.62 - $118.76 $2.69K - $2.97K
2.51K $295K
IEFA
Ishares Tr

ETFs
-50
- 1.06%
$70.09 - $78.74 $3.5K - $3.94K
4.66K $363K
VNQ
Vanguard Specialized Funds Van

ETFs
-100
- 3.92%
$82.97 - $98.97 $8.3K - $9.9K
2.45K $238K
PPL
Ppl Corp

Utilities
-199
- 2.46%
$27.36 - $33.08 $5.44K - $6.58K
7.89K $261K
IYY
Ishares Tr

ETFs
-599
- 1.68%
$125.77 - $139.59 $75.3K - $83.6K
35K $4.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.42K
- 1.06%
$517.38 - $573.86 $732K - $812K
132K $75.8M
Activity Summary
Buys All Purchases 65 New Holdings 13 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email