Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $252 Million
  • Q2 2025

Lowe Wealth Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Million distributed in 365 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 $78.7M, Invesco Qqq Trust, Series 1 with a value of $24.6M, Ishares Msci Usa Min Vol Facto with a value of $20.7M, Vanguard Sht Term Corp Bd ETF with a value of $13.1M, and Spdr Portfolio Short Term Trea with a value of $12.5M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $232M to 252M.

Below you can find more details about Lowe Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
ETFs: $239 Million
Technology: $3.53 Million
Consumer Defensive: $1.68 Million
Financial Services: $1.54 Million
Energy: $1.15 Million
Communication Services: $1.07 Million
Utilities: $1.06 Million
Consumer Cyclical: $977,000
Other: $1.56 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$1.49 Million 0.59% of portfolio
2,998
Q2 2025 Reduced 0.76%
$18.2B
$1.06 Million 0.42% of portfolio
13,921
Q2 2025 Added 0.02%
$3.45T
$886,000 0.35% of portfolio
4,319
Q2 2025 Reduced 1.14%
$1.58T
$518,000 0.21% of portfolio
702
Q4 2024 Added 1.45%
$452B
$531,000 0.21% of portfolio
4,934
Q2 2025 Reduced 0.76%
$26.1B
$397,000 0.16% of portfolio
4,138
Q4 2017 New
$126B
$374,000 0.15% of portfolio
1,215
Q3 2017 New
$146B
$296,000 0.12% of portfolio
2,402
Q3 2023 New
$622B
$278,000 0.11% of portfolio
574
Q2 2025 Reduced 2.55%
$253B
$288,000 0.11% of portfolio
980
Q2 2023 Reduced 2.49%
$27.1B
$271,000 0.11% of portfolio
8,004
Q1 2025 Added 3.73%
$87.4B
$236,000 0.09% of portfolio
1,421
Q3 2024 Reduced 1.04%
$0
$226,000 0.09% of portfolio
6,250
Q2 2025 Added 1.63%
$2.32T
$212,000 0.08% of portfolio
970
Q2 2025 Reduced 0.51%
$5.99B
$191,000 0.08% of portfolio
780
Q3 2024 Reduced 9.3%
$42.8B
$172,000 0.07% of portfolio
2,044
Q3 2023 New
$301B
$142,000 0.06% of portfolio
2,013
Q3 2023 Reduced 1.23%
$575B
$144,000 0.06% of portfolio
406
Q4 2024 Reduced 12.88%
$195B
$147,000 0.06% of portfolio
5,101
Q2 2025 Added 0.75%
$38.8B
$118,000 0.05% of portfolio
1,103
Q4 2024 Added 13.01%
$37.7B
$119,000 0.05% of portfolio
491
Q3 2017 New
$34.7B
$121,000 0.05% of portfolio
800
Q4 2024 Reduced 1.96%
$380B
$101,000 0.04% of portfolio
276
Q4 2024 Added 6.56%
$294B
$91,000 0.04% of portfolio
638
Q4 2024 Added 3.24%
$111B
$104,000 0.04% of portfolio
1,140
Q4 2024 Added 2.89%
$1.05T
$92,000 0.04% of portfolio
291
Q1 2025 Reduced 7.62%
$439B
$90,000 0.04% of portfolio
590
Q2 2025 Reduced 17.37%
$260B
$89,000 0.04% of portfolio
915
Q1 2025 Reduced 10.12%
$0
$90,000 0.04% of portfolio
3,000
Q3 2024 Reduced 25.0%
$91.5B
$89,000 0.04% of portfolio
1,982
Q2 2025 Reduced 6.64%
$1.22T
$90,000 0.04% of portfolio
400
Q3 2024 Reduced 11.5%
$108B
$66,000 0.03% of portfolio
144
Q1 2025 Reduced 13.77%
$180B
$88,000 0.03% of portfolio
2,055
Q1 2025 Added 0.2%
$375B
$72,000 0.03% of portfolio
455
Q1 2025 Added 193.55%
$36.7B
$84,000 0.03% of portfolio
1,279
Q2 2025 Reduced 17.06%
$101B
$70,000 0.03% of portfolio
673
Q1 2025 Added 59.1%
$111M
$72,000 0.03% of portfolio
9,876
Q4 2024 Reduced 33.33%
$43.6B
$83,000 0.03% of portfolio
400
Q1 2020 New
$417B
$63,000 0.03% of portfolio
64
Q1 2025 Reduced 27.27%
$283B
$78,000 0.03% of portfolio
305
Q1 2025 Reduced 17.79%
$1.17T
$73,000 0.03% of portfolio
417
Q4 2024 Added 39.0%
$40.8B
$82,000 0.03% of portfolio
248
Q2 2020 Reduced 1.98%
$164B
$85,000 0.03% of portfolio
308
Q2 2025 Reduced 8.88%
$49B
$57,000 0.02% of portfolio
990
Q4 2024 Reduced 33.56%
$79.5B
$57,000 0.02% of portfolio
308
Q1 2023 Reduced 28.37%
$642B
$43,000 0.02% of portfolio
200
Q1 2021 New
$66.1B
$56,000 0.02% of portfolio
200
Q2 2025 Reduced 7.41%
$220B
$43,000 0.02% of portfolio
150
Q1 2024 Reduced 2.6%
$533B
$51,000 0.02% of portfolio
91
Q1 2025 Reduced 15.74%

Summary

  • Portfolio
  • No. of Stocks 365
  • Current Value $252 Million
  • Prior Value $232 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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