Lowe Wealth Advisors, LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $232 Million distributed in 360 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 $76.2M, Invesco Qqq Trust, Series 1 with a value of $23.8M, Ishares Msci Usa Min Vol Facto with a value of $20.1M, Vanguard Sht Term Corp Bd ETF with a value of $11.9M, and Spdr Portfolio Short Term Trea with a value of $10.7M.
Examining the 13F form we can see an increase of $2.26M in the current position value, from $230M to 232M.
Below you can find more details about Lowe Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$232 Million
ETFs: $220 Million
Technology: $2.95 Million
Consumer Defensive: $1.68 Million
Financial Services: $1.37 Million
Consumer Cyclical: $1.06 Million
Utilities: $981,000
Energy: $968,000
Communication Services: $902,000
Other: $1.48 Million
Stock Holdings Table Market Cap. of $200 Billions or more
