Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $268 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.5B
$1,000 0.0% of portfolio
17
Q3 2025 Reduced 66.0%
$11.6B
$1,000 0.0% of portfolio
127
Q2 2024 New
$188B
$13,000 0.0% of portfolio
80
Q4 2021 New
$10.7B
$3,000 0.0% of portfolio
130
Q1 2023 Reduced 20.25%
$127B
$0 0.0% of portfolio
9
Q4 2018 Reduced 86.15%
$84.4B
$4,000 0.0% of portfolio
18
Q1 2021 Reduced 58.14%
$21.1B
$0 0.0% of portfolio
5
Q2 2020 Added 25.0%
$150B
$1,000 0.0% of portfolio
5
Q2 2025 Reduced 85.71%
$55.6B
$3,000 0.0% of portfolio
13
Q4 2024 New
$61.9B
$5,000 0.0% of portfolio
177
Q4 2024 New
$40.7B
$7,000 0.0% of portfolio
60
Q1 2023 Reduced 45.95%
$76.2B
$0 0.0% of portfolio
9
Q2 2018 Reduced 35.71%

Summary

  • Portfolio
  • No. of Stocks 395
  • Current Value $268 Million
  • Prior Value $252 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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