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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$78.7 Million 31.27% of portfolio	127,304	Q2 2025 Added 0.27%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$24.6 Million 9.76% of portfolio	44,516	Q2 2025 Reduced 0.19%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$20.7 Million 8.23% of portfolio	220,433	Q2 2025 Added 0.66%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$13.1 Million 5.2% of portfolio	164,563	Q2 2025 Added 6.02%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$12.5 Million 4.97% of portfolio	426,638	Q2 2025 Added 7.78%
IAU Ishares Gold Trust ETFs	$54.4B	$10.4 Million 4.15% of portfolio	167,487	Q2 2025 Added 0.16%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$10.3 Million 4.11% of portfolio	245,118	Q2 2025 Added 4.16%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$10.2 Million 4.05% of portfolio	200,946	Q2 2025 Added 1.76%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$8.36 Million 3.32% of portfolio	83,177	Q2 2025 Added 2.34%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$6.58 Million 2.62% of portfolio	115,741	Q2 2025 Added 2.46%
IYY Ishares Tr ETFs	$0	$5.12 Million 2.03% of portfolio	33,909	Q2 2025 Reduced 0.31%
IGRO Ishares Tr International Divid ETFs	$0	$4.98 Million 1.98% of portfolio	63,145	Q2 2025 Added 35.25%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$4.1 Million 1.63% of portfolio	30,727	Q2 2025 Added 5.68%
COPX Global X Copper Miners ETF ETFs	$0	$2.58 Million 1.03% of portfolio	57,406	Q2 2025 Added 5.97%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.56 Million 1.02% of portfolio	49,141	Q2 2025 Added 3.99%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.46 Million 0.98% of portfolio	4,335	Q2 2025 Reduced 0.62%
GII Spdr S&P Global Infrasture ETF ETFs	$0	$1.89 Million 0.75% of portfolio	28,112	Q2 2025 Added 56.92%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.33 Million 0.53% of portfolio	3,785	Q2 2025 Reduced 0.66%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$1.31 Million 0.52% of portfolio	16,339	Q2 2025 Added 70.91%
JSCP Jp Morgan Exch Traded Fd Tr Sh ETFs	$0	$1.13 Million 0.45% of portfolio	23,716	Q2 2025 Reduced -0.0%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$1.1 Million 0.44% of portfolio	23,092	Q2 2025 Added 10.36%
PXF Invesco Iftse Rafi Dev Mkts Ex ETFs	$0	$1.1 Million 0.44% of portfolio	19,174	Q2 2025 Added 8.43%
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	$0	$1.08 Million 0.43% of portfolio	53,229	Q2 2025 Added 0.38%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.04 Million 0.42% of portfolio	10,377	Q2 2025 Reduced 46.48%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$961,000 0.38% of portfolio	17,456	Q2 2025 Reduced 0.65%
XLE Energy Sector Spdr ETFs	$0	$678,000 0.27% of portfolio	7,995	Q2 2025 Reduced 66.4%
DVYE Ishares Emerging Markets Divid ETFs	$0	$651,000 0.26% of portfolio	22,725	Q2 2025 Added 2.25%
VIG Vanguard Dividend Appreciation ETFs	$0	$575,000 0.23% of portfolio	3,162	Q2 2025 Reduced 4.47%
CLOI Vaneck ETF Tr ETFs	$0	$551,000 0.22% of portfolio	10,411	Q2 2025 Added 4.43%
VNQ Vanguard Specialized Funds Van ETFs	$0	$445,000 0.18% of portfolio	5,004	Q2 2025 Added 29.77%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$370,000 0.15% of portfolio	3,114	Q2 2025 Added 7,685.0%
IEFA Ishares Tr ETFs	$0	$367,000 0.15% of portfolio	4,397	Q2 2025 Added 2.33%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$350,000 0.14% of portfolio	3,819	Q2 2025 Added 12.95%
HDV Ishares Core High Dividend ETF ETFs	$0	$294,000 0.12% of portfolio	2,510	Q3 2024 Reduced 0.99%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$277,000 0.11% of portfolio	12,553	Q4 2024 Added 487.14%
IEMG Ishares Inc ETFs	$0	$257,000 0.1% of portfolio	4,800	Q2 2025 Added 5.96%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$228,000 0.09% of portfolio	3,226	Q2 2025 Added 197.05%
VTI Vanguard Total Stock Market Et ETFs	$0	$237,000 0.09% of portfolio	782	Q2 2025 Added 11.4%
IVV Ishares Core S&P 500 ETF ETFs	$0	$191,000 0.08% of portfolio	309	Q1 2025 Reduced 1.59%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$183,000 0.07% of portfolio	2,134	Q2 2025 Reduced 14.09%
VUG Vanguard Growth ETF ETFs	$0	$188,000 0.07% of portfolio	429	Q2 2024 Added 4.38%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$169,000 0.07% of portfolio	1,876	Q1 2025 Added 53.14%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$145,000 0.06% of portfolio	1,075	Q1 2024 Reduced 15.69%
IPAC Ishares Tr Ishares Core Msci P ETFs	$0	$159,000 0.06% of portfolio	2,325	Q1 2025 Added 6.9%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$161,000 0.06% of portfolio	1,388	Q3 2024 Reduced 12.59%
OEF Ishares S&P 100 ETF ETFs	$0	$139,000 0.06% of portfolio	524	Q2 2025 Added 133.93%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$159,000 0.06% of portfolio	1,448	Q3 2024 Reduced 12.14%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$143,000 0.06% of portfolio	2,892	Q4 2024 Added 143.43%
VTV Vanguard Value ETF ETFs	$0	$139,000 0.06% of portfolio	789	Q4 2024 Added 91.5%
IVOL Kraneshares Tr Quadratic Int R ETFs	$0	$127,000 0.05% of portfolio	6,500	Q2 2025 Reduced 2.99%

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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Lowe Wealth Advisors, LLC Portfolio Holdings