Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

$232 Million
Q1 2025

Lowe Wealth Advisors, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 372 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 $71M, Invesco Qqq Trust, Series 1 with a value of $20.9M, Ishares Msci Usa Min Vol Facto with a value of $20.3M, Vanguard Sht Term Corp Bd ETF with a value of $12.3M, and Spdr Portfolio Short Term Trea with a value of $11.6M.

Examining the 13F form we can see an increase of $27K in the current position value, from $232M to 232M.

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

Portfolio value $232 Million

ETFs: $220 Million

Technology: $3.09 Million

Consumer Defensive: $1.79 Million

Financial Services: $1.54 Million

Energy: $1.21 Million

Utilities: $1.1 Million

Consumer Cyclical: $955,000

Communication Services: $909,000

Other: $1.59 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	$71 Million 30.63% of portfolio	126,966	Q1 2025 Reduced 2.4%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$20.9 Million 9.02% of portfolio	44,600	Q1 2025 Reduced 4.19%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$20.3 Million 8.76% of portfolio	218,979	Q1 2025 Reduced 3.43%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$12.3 Million 5.28% of portfolio	155,215	Q1 2025 Added 1.95%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$11.6 Million 4.99% of portfolio	395,826	Q1 2025 Added 6.97%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$10 Million 4.31% of portfolio	197,477	Q1 2025 Reduced 0.94%
IAU Ishares Gold Trust ETFs	$50B	$9.86 Million 4.25% of portfolio	167,225	Q1 2025 Reduced 0.7%
INFL Listed Fds Tr Horizon Kinetics ETFs	$0	$9.53 Million 4.11% of portfolio	235,330	Q1 2025 Added 1.88%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$8.18 Million 3.53% of portfolio	81,278	Q1 2025 Reduced 1.39%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$6.4 Million 2.76% of portfolio	112,959	Q1 2025 Added 2.71%
IYY Ishares Tr ETFs	$0	$4.61 Million 1.99% of portfolio	34,016	Q1 2025 Reduced 0.58%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$3.71 Million 1.6% of portfolio	29,075	Q1 2025 Added 9.98%
IGRO Ishares Tr International Divid ETFs	$0	$3.4 Million 1.47% of portfolio	46,687	Q1 2025 Added 62.14%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.33 Million 1.0% of portfolio	4,362	Q1 2025 Added 1.44%
XLE Energy Sector Spdr ETFs	$0	$2.2 Million 0.95% of portfolio	23,796	Q1 2025 Added 1.4%
GDX Vaneck ETF Tr Gold Miners ETF ETFs	$0	$2.15 Million 0.93% of portfolio	47,255	Q1 2025 Added 3.31%
COPX Global X Copper Miners ETF ETFs	$0	$2.17 Million 0.93% of portfolio	54,172	Q1 2025 Added 49.47%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.96 Million 0.84% of portfolio	19,390	Q1 2025 Reduced 30.7%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.2 Million 0.52% of portfolio	3,810	Q1 2025 Added 0.79%
GII Spdr S&P Global Infrasture ETF ETFs	$0	$1.11 Million 0.48% of portfolio	17,915	Q1 2025 Added 186.41%
JSCP Jp Morgan Exch Traded Fd Tr Sh ETFs	$0	$1.12 Million 0.48% of portfolio	23,717	Q1 2025 Added 6.78%
PXH Invesco ETF Tr Ii Ftse Rafi Em ETFs	$0	$1.07 Million 0.46% of portfolio	53,029	Q1 2025 Added 5.99%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$954,000 0.41% of portfolio	17,571	Q1 2025 Added 6.74%
PXF Invesco Iftse Rafi Dev Mkts Ex ETFs	$0	$928,000 0.4% of portfolio	17,684	Q1 2025 Added 0.71%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$909,000 0.39% of portfolio	20,924	Q1 2025 Added 4.74%
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$707,000 0.3% of portfolio	9,560	Q1 2025 Added 234.73%
DVYE Ishares Emerging Markets Divid ETFs	$0	$607,000 0.26% of portfolio	22,225	Q1 2025 Added 29.21%
VIG Vanguard Dividend Appreciation ETFs	$0	$602,000 0.26% of portfolio	3,310	Q1 2025 Added 30.31%
CLOI Vaneck ETF Tr ETFs	$0	$526,000 0.23% of portfolio	9,969	Q1 2025 Added 106.31%
VNQ Vanguard Specialized Funds Van ETFs	$0	$345,000 0.15% of portfolio	3,856	Q1 2025 Added 19.27%
IEFA Ishares Tr ETFs	$0	$328,000 0.14% of portfolio	4,297	Q1 2025 Reduced 0.46%
HDV Ishares Core High Dividend ETF ETFs	$0	$299,000 0.13% of portfolio	2,510	Q3 2024 Reduced 0.99%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$310,000 0.13% of portfolio	3,381	Q1 2025 Added 27.49%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$250,000 0.11% of portfolio	12,553	Q4 2024 Added 487.14%
IEMG Ishares Inc ETFs	$0	$242,000 0.1% of portfolio	4,530	Q4 2024 Reduced 22.3%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$213,000 0.09% of portfolio	2,484	Q4 2024 Added 32.48%
VTI Vanguard Total Stock Market Et ETFs	$0	$191,000 0.08% of portfolio	702	Q4 2024 Added 29.52%
VUG Vanguard Growth ETF ETFs	$0	$158,000 0.07% of portfolio	429	Q2 2024 Added 4.38%
IVV Ishares Core S&P 500 ETF ETFs	$0	$172,000 0.07% of portfolio	309	Q1 2025 Reduced 1.59%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$156,000 0.07% of portfolio	1,876	Q1 2025 Added 53.14%
XOP Spdr Ser Tr Oil & Gas Explorat ETFs	$0	$164,000 0.07% of portfolio	1,256	Q1 2025 Added 12.44%
DVY Ishares Tr ETFs	$0	$134,000 0.06% of portfolio	1,017	Q1 2025 Added 52.47%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$134,000 0.06% of portfolio	1,448	Q3 2024 Reduced 12.14%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$130,000 0.06% of portfolio	1,075	Q1 2024 Reduced 15.69%
DSI Ishares Msci Kld 400 Social Et ETFs	$0	$141,000 0.06% of portfolio	1,388	Q3 2024 Reduced 12.59%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$131,000 0.06% of portfolio	2,892	Q4 2024 Added 143.43%
IPAC Ishares Tr Ishares Core Msci P ETFs	$0	$145,000 0.06% of portfolio	2,325	Q1 2025 Added 6.9%
VTV Vanguard Value ETF ETFs	$0	$134,000 0.06% of portfolio	789	Q4 2024 Added 91.5%
IBTK Ishares Tr Ibonds Dec 2030 Ter Technology	$0	$120,000 0.05% of portfolio	6,133	Q1 2025 New
EEM Ishares Msci Emerging Markets ETFs	$0	$115,000 0.05% of portfolio	2,640	Q1 2025 Reduced 0.86%

Summary

Portfolio
No. of Stocks 372
Current Value $232 Million
Prior Value $232 Million
Filing
Period Q1 2025
Filing Date April 07, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 30 stocks
Additional Purchases 60 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Lowe Wealth Advisors, LLC Portfolio Holdings