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 Market Cap. of $10 Billions to $200 Billions
