Lowe Wealth Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $268 Million distributed in 395 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 $83.4M, Invesco Qqq Trust, Series 1 with a value of $26.5M, Ishares Msci Usa Min Vol Facto with a value of $20.7M, Vanguard Sht Term Corp Bd ETF with a value of $13.4M, and Spdr Portfolio Short Term Trea with a value of $13M.
Examining the 13F form we can see an increase of $17M in the current position value, from $252M to 268M.
Below you can find more details about Lowe Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $255 Million
Technology: $3.84 Million
Financial Services: $1.58 Million
Consumer Defensive: $1.56 Million
Energy: $1.24 Million
Utilities: $1.13 Million
Communication Services: $1.09 Million
Consumer Cyclical: $1.06 Million
Other: $1.66 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
