Lowe Wealth Advisors, LLC Portfolio Holdings

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$939M
$10,000 0.0% of portfolio
160
Q2 2024 New
$1.55B
$4,000 0.0% of portfolio
566
Q3 2023 Reduced 43.29%
$1.7B
$4,000 0.0% of portfolio
639
Q3 2023 Reduced 49.72%
$1.57B
$6,000 0.0% of portfolio
100
Q4 2024 New
$1.79B
$1,000 0.0% of portfolio
180
Q1 2024 Reduced 91.78%
$493M
$0 0.0% of portfolio
40
Q4 2022 Reduced 50.0%
$612M
$0 0.0% of portfolio
10
Q2 2022 Added 900.0%
$1.6B
$0 0.0% of portfolio
7
Q3 2017 New

Summary

  • Portfolio
  • No. of Stocks 360
  • Current Value $232 Million
  • Prior Value $230 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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