Lowe Wealth Advisors, LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 372 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 $71M, Invesco Qqq Trust, Series 1 with a value of $20.9M, Ishares Msci Usa Min Vol Facto with a value of $20.3M, Vanguard Sht Term Corp Bd ETF with a value of $12.3M, and Spdr Portfolio Short Term Trea with a value of $11.6M.
Examining the 13F form we can see an increase of $27K in the current position value, from $232M 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: $3.09 Million
Consumer Defensive: $1.79 Million
Financial Services: $1.54 Million
Energy: $1.21 Million
Utilities: $1.1 Million
Consumer Cyclical: $955,000
Communication Services: $909,000
Other: $1.59 Million
Stock Holdings Table Market Cap. of $200 Billions or more
