Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

Lowe Wealth Advisors, LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $230 Million distributed in 318 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 $75.8M, Invesco Qqq Trust, Series 1 with a value of $23M, Ishares Msci Usa Min Vol Facto with a value of $21.2M, Vanguard Sht Term Corp Bd ETF with a value of $12.3M, and Jp Morgan ETF Tr Ultra Short I with a value of $10.1M.

Examining the 13F form we can see an increase of $12M in the current position value, from $218M to 230M.

Below you can find more details about Lowe Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Million
ETFs: $218 Million
Technology: $2.87 Million
Consumer Defensive: $1.8 Million
Financial Services: $1.26 Million
Energy: $1.02 Million
Utilities: $967,000
Consumer Cyclical: $901,000
Industrials: $846,000
Other: $1.59 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$114M
$94,000 0.04% of portfolio
14,814
Q2 2024 Reduced 25.0%
$144M
$0 0.0% of portfolio
455
Q3 2022 New
$187M
$0 0.0% of portfolio
30
Q3 2019 Added 100.0%
$226M
$1,000 0.0% of portfolio
200
Q3 2022 Reduced 80.0%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $230 Million
  • Prior Value $218 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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