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CIK: 0001574010
Total reported value
$274.0M
$274.0M
318 檔
52.0%
According to the latest 13F quarterly dataset, Lowe Wealth Advisors, LLC managed an equity portfolio of $274.0M at the end of Q3 2024, spanning 318 distinct U.S. exchange-listed positions.
During Q3 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 318 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 | 32.63% | +0.25% | -1.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.93% | +0.78% | -4.80% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 9.12% | -1.16% | +0.09% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.31% | -0.33% | +3.93% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.36% | — | -1.84% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.03% | -0.17% | +8.44% | |
| 7 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.73% | +0.03% | +3.47% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.71% | -0.45% | -1.57% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.60% | +0.20% | +0.66% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.59% | -0.36% | +3.69% | |
| 11 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 2.10% | -0.03% | -1.68% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.43% | +0.01% | +5.30% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.09% | -0.41% | +2.00% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.03% | -0.04% | +9.48% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 0.87% | -0.50% | -2.16% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.83% | +0.45% | +7.60% | |
| 17 | COPX | Global X Copper Miners ETF | ETF-Other | 0.70% | +0.35% | +3.80% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.60% | -0.02% | -7.08% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | +0.08% | +2.16% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.49% | -0.15% | +0.01% | |
| 21 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.49% | — | +3.62% | |
| 22 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.48% | — | +3.88% | |
| 23 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.47% | +0.02% | +13.81% | |
| 24 | EPI | Wisdomtree India Earnings | ETF-Other | 0.44% | — | +4.19% | |
| 25 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.41% | — | +4.59% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.38% | +0.01% | +15.74% | |
| 27 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.38% | +0.03% | +2.59% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.37% | -0.01% | +4.86% | |
| 29 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.31% | +0.63% | +828.78% | |
| 30 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.30% | — | +0.79% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.27% | +0.02% | -40.43% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | — | — | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.23% | +0.12% | +27.25% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | — | |
| 35 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.20% | — | +31.58% | |
| 36 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.19% | -0.01% | +5.43% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | +0.01% | +0.14% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | — | -1.06% | |
| 39 | AEE | Ameren Corporation | Stock-Utilities | 0.16% | — | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.14% | — | — | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | +0.02% | -0.60% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.13% | — | -0.99% | |
| 43 | GII | State Street Spdr S&p Global | ETF-Other | 0.13% | +0.50% | +666.83% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 45 | PPL | Ppl CORP | Stock-Utilities | 0.11% | — | -2.46% | |
| 46 | UTG | Reaves Utility Income Fund | Stock-Other | 0.11% | — | — | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | +0.02% | -3.92% | |
| 48 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.10% | +0.01% | -1.04% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.09% | — | — | |
| 50 | PEG | Public Service Enterprise Gp | Stock-Utilities | 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 318 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, USMV) accounted for 52.0% of total reported equity market value during Q3 2024.
During Q3 2024, Lowe Wealth Advisors, LLC's top holdings by market value included SPY (32.6%)、QQQ (9.9%)、USMV (9.1%). The largest single position, SPY, represented 32.6% of total portfolio value.
In Q3 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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