Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

Lowe Wealth Advisors, LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Million distributed in 318 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 $75.8M, Invesco Qqq Trust, Series 1 with a value of $23M, Ishares Msci Usa Min Vol Facto with a value of $21.2M, Vanguard Sht Term Corp Bd ETF with a value of $12.3M, and Jp Morgan ETF Tr Ultra Short I with a value of $10.1M.

Examining the 13F form we can see an increase of $12M in the current position value, from $218M to 230M.

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

Portfolio value $230 Million
ETFs: $218 Million
Technology: $2.87 Million
Consumer Defensive: $1.8 Million
Financial Services: $1.26 Million
Energy: $1.02 Million
Utilities: $967,000
Consumer Cyclical: $901,000
Industrials: $846,000
Other: $1.59 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1,000 0.0% of portfolio
3
Q1 2023 New
$0
$1,000 0.0% of portfolio
2
Q1 2023 New
$0
$2,000 0.0% of portfolio
10
Q3 2024 Added 400.0%
$0
$10,000 0.0% of portfolio
46
Q3 2024 Reduced 60.34%
$0
$2,000 0.0% of portfolio
43
Q2 2024 Reduced 46.91%
$0
$11,000 0.0% of portfolio
75
Q1 2024 Reduced 97.18%
$0
$3,000 0.0% of portfolio
25
Q1 2022 Reduced 54.55%
$0
$2,000 0.0% of portfolio
6
Q1 2022 Reduced 53.85%
$0
$5,000 0.0% of portfolio
25
Q3 2024 Reduced 44.44%
$0
$6,000 0.0% of portfolio
35
Q2 2024 Added 16.67%
$0
$3,000 0.0% of portfolio
40
Q1 2022 Reduced 44.44%
$0
$6,000 0.0% of portfolio
50
Q4 2020 Added 100.0%
$0
$4,000 0.0% of portfolio
20
Q2 2023 Reduced 76.47%
$0
$2,000 0.0% of portfolio
27
Q2 2024 New
$0
$6,000 0.0% of portfolio
77
Q2 2024 Added 75.0%
$0
$4,000 0.0% of portfolio
39
Q3 2024 New
$0
$0 0.0% of portfolio
5
Q2 2018 New
$0
$6,000 0.0% of portfolio
85
Q1 2021 Added 41.67%
$0
$8,000 0.0% of portfolio
180
Q1 2022 Reduced 35.71%
$0
$2,000 0.0% of portfolio
94
Q2 2024 New
$0
$5,000 0.0% of portfolio
227
Q3 2024 Reduced 94.87%
$0
$2,000 0.0% of portfolio
99
Q3 2024 Reduced 97.75%
$0
$2,000 0.0% of portfolio
101
Q2 2024 New
$0
$2,000 0.0% of portfolio
102
Q2 2024 New
$0
$10,000 0.0% of portfolio
210
Q2 2021 Added 500.0%
$0
$0 0.0% of portfolio
5
Q2 2020 New
$0
$6,000 0.0% of portfolio
75
Q4 2023 New
$85.8B
$7,000 0.0% of portfolio
30
Q2 2023 Reduced 31.82%
$0
$0 0.0% of portfolio
7
Q2 2023 New
$0
$0 0.0% of portfolio
11
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $230 Million
  • Prior Value $218 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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