Lowe Wealth Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Million distributed in 365 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 $78.7M, Invesco Qqq Trust, Series 1 with a value of $24.6M, Ishares Msci Usa Min Vol Facto with a value of $20.7M, Vanguard Sht Term Corp Bd ETF with a value of $13.1M, and Spdr Portfolio Short Term Trea with a value of $12.5M.
Examining the 13F form we can see an increase of $19.7M in the current position value, from $232M to 252M.
Below you can find more details about Lowe Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$252 Million
ETFs: $239 Million
Technology: $3.53 Million
Consumer Defensive: $1.68 Million
Financial Services: $1.54 Million
Energy: $1.15 Million
Communication Services: $1.07 Million
Utilities: $1.06 Million
Consumer Cyclical: $977,000
Other: $1.56 Million
Stock Holdings Table Market Cap. of $200 Billions or more
