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CIK: 0001574010
Total reported value
$274.0M
$274.0M
307 檔
49.4%
As reported in its official Q1 2024 Form 13F filing, Lowe Wealth Advisors, LLC's tracked investment portfolio stood at $274.0M with 307 total positions.
During Q1 2024, Lowe Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 33.07% | +0.25% | -0.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.47% | +0.78% | -0.52% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 9.20% | -1.16% | -0.40% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.51% | -0.33% | -0.33% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.71% | — | +1.26% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 4.18% | -0.45% | -1.55% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.49% | -0.17% | +12.49% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.25% | +0.20% | -0.16% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.25% | +0.03% | +2.97% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.47% | -0.36% | +6.26% | |
| 11 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 2.16% | -0.03% | -1.14% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.64% | +0.01% | -2.92% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.06% | -0.50% | +0.11% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.00% | -0.04% | +0.97% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.94% | -0.41% | +23.14% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.67% | -0.02% | -1.03% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.59% | +0.45% | +14.07% | |
| 18 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.57% | — | +1.64% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.08% | +2.61% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.51% | -0.15% | +0.01% | |
| 21 | COPX | Global X Copper Miners ETF | ETF-Other | 0.48% | +0.35% | +61.61% | |
| 22 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.47% | — | +31.57% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.46% | +0.02% | -1.23% | |
| 24 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.40% | — | +49.75% | |
| 25 | EPI | Wisdomtree India Earnings | ETF-Other | 0.39% | — | +2.55% | |
| 26 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.37% | +0.02% | +10.99% | |
| 27 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.34% | +0.03% | -1.77% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.32% | +0.01% | +46.57% | |
| 29 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.29% | — | +35.76% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.28% | -0.01% | -2.80% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | — | — | |
| 32 | SH1USD | Proshares Short S&p500 | ETF-Other | 0.20% | — | -82.79% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | — | -13.85% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | +0.01% | — | |
| 35 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.15% | — | +8.29% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.15% | +0.02% | -14.20% | |
| 37 | AEE | Ameren Corporation | Stock-Utilities | 0.14% | — | — | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.14% | — | — | |
| 39 | HDV | Ishares Core High Dividend E | ETF-Other | 0.14% | — | -0.93% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.13% | +0.01% | -1.71% | |
| 41 | ZM | Zoom Communications Inc | Stock-Tech | 0.12% | — | -4.69% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.12% | — | -6.59% | |
| 43 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.12% | -0.01% | -1.23% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.11% | +0.01% | — | |
| 45 | PPL | Ppl CORP | Stock-Utilities | 0.10% | — | — | |
| 46 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.10% | +0.12% | — | |
| 47 | UTG | Reaves Utility Income Fund | Stock-Other | 0.10% | — | +1.25% | |
| 48 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.10% | -0.04% | +65.45% | |
| 49 | BMI | Badger Meter Inc | Stock-Tech | 0.09% | — | -23.75% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | +0.02% | +25.47% |
According to official SEC Form 13F filings, Lowe Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.0M across 307 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, USMV) accounted for 49.4% of total reported equity market value during Q1 2024.
During Q1 2024, Lowe Wealth Advisors, LLC's top holdings by market value included SPY (33.1%)、QQQ (10.5%)、USMV (9.2%). The largest single position, SPY, represented 33.1% of total portfolio value.
In Q1 2024, Lowe Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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