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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$76.2 Million 32.88% of portfolio
130,088
Q4 2024 Reduced 1.46%
$0
$23.8 Million 10.26% of portfolio
46,551
Q4 2024 Reduced 1.39%
$0
$20.1 Million 8.68% of portfolio
226,763
Q4 2024 Reduced 2.22%
$0
$11.9 Million 5.12% of portfolio
152,242
Q4 2024 Reduced 1.98%
$0
$10.7 Million 4.63% of portfolio
370,031
Q4 2024 Added 16.44%
$0
$10 Million 4.33% of portfolio
199,344
Q4 2024 Added 0.03%
$0
$8.8 Million 3.79% of portfolio
230,990
Q4 2024 Added 0.18%
$43.1B
$8.34 Million 3.6% of portfolio
168,404
Q4 2024 Added 0.2%
$0
$8.27 Million 3.57% of portfolio
82,422
Q4 2024 Reduced 3.76%
$0
$6.33 Million 2.73% of portfolio
109,975
Q4 2024 Added 8.7%
$0
$4.9 Million 2.11% of portfolio
34,215
Q4 2024 Reduced 2.19%
$0
$3.37 Million 1.45% of portfolio
26,437
Q4 2024 Added 2.31%
$0
$2.79 Million 1.2% of portfolio
27,979
Q4 2024 Added 18.19%
$0
$2.45 Million 1.06% of portfolio
4,300
Q4 2024 Added 2.85%
$0
$2.01 Million 0.87% of portfolio
23,468
Q4 2024 Added 2.59%
$0
$1.96 Million 0.84% of portfolio
28,794
Q4 2024 Added 198.38%
$0
$1.38 Million 0.6% of portfolio
36,242
Q4 2024 Added 5.56%
$0
$1.26 Million 0.54% of portfolio
3,780
Q4 2024 Reduced 11.87%
$17.9B
$1.06 Million 0.46% of portfolio
13,916
Q4 2024 Added 0.01%
$3.12T
$1.04 Million 0.45% of portfolio
2,474
Q4 2024 Reduced 9.94%
$0
$1.04 Million 0.45% of portfolio
22,212
Q4 2024 Reduced 5.13%
$0
$1.01 Million 0.44% of portfolio
50,032
Q4 2024 Added 1.68%
$3.81T
$943,000 0.41% of portfolio
3,767
Q4 2024 Added 3.4%
$0
$929,000 0.4% of portfolio
16,461
Q4 2024 Added 7.6%
$0
$904,000 0.39% of portfolio
19,977
Q4 2024 Reduced 0.79%
$0
$840,000 0.36% of portfolio
17,559
Q4 2024 Added 4.31%
$0
$697,000 0.3% of portfolio
15,857
Q4 2024 Reduced 22.8%
$444B
$534,000 0.23% of portfolio
4,972
Q4 2024 Added 1.2%
$0
$471,000 0.2% of portfolio
1,949
Q4 2024 Reduced 22.47%
$0
$462,000 0.2% of portfolio
2,540
Q4 2024 Added 0.59%
$0
$444,000 0.19% of portfolio
17,201
Q4 2024 Added 13.91%
$1.38T
$414,000 0.18% of portfolio
702
Q4 2024 Added 1.45%
$0
$370,000 0.16% of portfolio
6,255
Q4 2024 Added 31.35%
$22.7B
$368,000 0.16% of portfolio
4,138
Q4 2017 New
$119B
$355,000 0.15% of portfolio
1,215
Q3 2017 New
$0
$303,000 0.13% of portfolio
4,317
Q4 2024 Reduced 7.3%
$139B
$290,000 0.13% of portfolio
2,402
Q3 2023 New
$0
$281,000 0.12% of portfolio
2,510
Q3 2024 Reduced 0.99%
$0
$287,000 0.12% of portfolio
3,233
Q4 2024 Added 31.85%
$0
$254,000 0.11% of portfolio
4,832
Q4 2024 Added 3,588.55%
$2.23T
$252,000 0.11% of portfolio
1,153
Q4 2024 Added 22.66%
$23.4B
$250,000 0.11% of portfolio
7,716
Q4 2024 Reduced 2.21%
$0
$242,000 0.1% of portfolio
4,530
Q4 2024 Reduced 22.3%
$0
$232,000 0.1% of portfolio
12,553
Q4 2024 Added 487.14%
$0
$242,000 0.1% of portfolio
2,652
Q4 2024 Added 219.13%
$0
$213,000 0.09% of portfolio
2,484
Q4 2024 Added 32.48%
$0
$207,000 0.09% of portfolio
6,550
Q4 2024 Reduced 15.48%
$0
$203,000 0.09% of portfolio
702
Q4 2024 Added 29.52%
$197B
$215,000 0.09% of portfolio
980
Q2 2023 Reduced 2.49%

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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