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CIK: 0001574010
Total reported value
$274.0M
$274.0M
315 檔
50.2%
During the Q2 2024 filing period, Lowe Wealth Advisors, LLC (CIK: 0001574010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $274.0M across 315 reported positions.
During Q2 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 315 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 | 33.08% | +0.25% | -1.72% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.82% | +0.78% | -2.09% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 8.86% | -1.16% | -1.93% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.26% | -0.33% | -2.38% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.67% | — | +1.21% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.99% | -0.45% | -2.52% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.85% | -0.17% | +12.94% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.34% | +0.20% | +0.35% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.32% | +0.03% | +4.11% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.52% | -0.36% | +6.51% | |
| 11 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 2.14% | -0.03% | -1.60% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.33% | +0.01% | -15.58% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.02% | -0.41% | +16.03% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 0.97% | -0.50% | -2.70% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.93% | -0.04% | -1.29% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.70% | +0.45% | +11.81% | |
| 17 | COPX | Global X Copper Miners ETF | ETF-Other | 0.68% | +0.35% | +35.57% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.65% | -0.02% | -4.15% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.08% | -2.18% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.50% | +0.02% | -4.52% | |
| 21 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.49% | — | +7.65% | |
| 22 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.48% | — | -14.35% | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.45% | -0.15% | -2.26% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-Other | 0.43% | — | -0.01% | |
| 25 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.40% | +0.02% | +5.38% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.39% | — | +11.15% | |
| 27 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.36% | +0.03% | +11.32% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.01% | -0.06% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.33% | +0.01% | +13.35% | |
| 30 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.29% | — | +19.94% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | — | -0.51% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | +3179.22% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.18% | +0.12% | +72.99% | |
| 34 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.18% | -0.01% | +42.65% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | +0.01% | +2.83% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | -13.74% | |
| 37 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.15% | — | +7.33% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | +0.02% | -5.78% | |
| 39 | AEE | Ameren Corporation | Stock-Utilities | 0.13% | — | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.13% | — | — | |
| 41 | HDV | Ishares Core High Dividend E | ETF-Other | 0.13% | — | -4.48% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 43 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.11% | +0.01% | — | |
| 44 | PPL | Ppl CORP | Stock-Utilities | 0.10% | — | — | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | +0.02% | +12.62% | |
| 46 | UTG | Reaves Utility Income Fund | Stock-Other | 0.10% | — | -4.32% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | +7.02% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.08% | — | +0.11% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | — | — | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Lowe Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.0M across 315 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, USMV) accounted for 50.2% of total reported equity market value during Q2 2024.
During Q2 2024, Lowe Wealth Advisors, LLC's top holdings by market value included SPY (33.1%)、QQQ (10.8%)、USMV (8.9%). The largest single position, SPY, represented 33.1% of total portfolio value.
In Q2 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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