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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$247,000 0.09% of portfolio
6,250
Q2 2025 Added 1.63%
$0
$110,000 0.04% of portfolio
3,000
Q3 2024 Reduced 25.0%
$0
$44,000 0.02% of portfolio
1,780
Q1 2025 Added 120.3%
$0
$60,000 0.02% of portfolio
5,999
Q1 2025 Added 3.54%
$0
$25,000 0.01% of portfolio
2,174
Q1 2025 Added 76.32%
$0
$14,000 0.01% of portfolio
729
Q3 2025 Reduced 12.06%
$0
$10,000 0.0% of portfolio
1,005
Q4 2022 New
$13.7M
$0 0.0% of portfolio
100
Q3 2020 New

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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