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CIK: 0001574010
Total reported value
$274.0M
$274.0M
360 檔
52.1%
In Q4 2024, Lowe Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $274.0M, distributed across 360 disclosed stock positions.
During Q4 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 360 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 | 32.49% | +0.25% | -1.46% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.14% | +0.78% | -1.39% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 8.58% | -1.16% | -2.22% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.06% | -0.33% | -1.98% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.57% | -0.17% | +16.44% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.28% | — | +0.03% | |
| 7 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.75% | +0.03% | +0.18% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 3.55% | +0.20% | +0.20% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.52% | -0.45% | -3.76% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.70% | -0.36% | +8.70% | |
| 11 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 2.09% | -0.03% | -2.19% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.44% | +0.01% | +2.31% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.19% | -0.41% | +18.19% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.04% | -0.04% | +2.85% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 0.86% | -0.50% | +2.59% | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.83% | +0.63% | +198.38% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.66% | +0.45% | -5.90% | |
| 18 | COPX | Global X Copper Miners ETF | ETF-Other | 0.59% | +0.35% | +5.56% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.54% | -0.02% | -11.87% | |
| 20 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.51% | — | +6.87% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.45% | -0.15% | +0.01% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | +0.08% | -9.94% | |
| 23 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.44% | — | -5.13% | |
| 24 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.44% | +0.02% | +1.68% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.40% | -0.01% | +3.40% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | +0.01% | +7.60% | |
| 27 | EPI | Wisdomtree India Earnings | ETF-Other | 0.39% | — | -0.79% | |
| 28 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.36% | +0.03% | +4.31% | |
| 29 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.30% | — | -22.80% | |
| 30 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.27% | — | +37.75% | |
| 31 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.23% | +0.12% | +3.94% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | — | +1.20% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | +0.59% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.20% | +0.02% | -22.47% | |
| 35 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.19% | -0.01% | +13.91% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | +0.01% | +1.45% | |
| 37 | GII | State Street Spdr S&p Global | ETF-Other | 0.16% | +0.50% | +31.35% | |
| 38 | AEE | Ameren Corporation | Stock-Utilities | 0.16% | — | — | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | — | -7.30% | |
| 41 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.12% | +0.02% | +31.85% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-Other | 0.12% | — | — | |
| 44 | CLOI | Vaneck Clo ETF | ETF-Other | 0.11% | — | +3588.55% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | +22.66% | |
| 46 | PPL | Ppl CORP | Stock-Utilities | 0.11% | — | -2.21% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.10% | — | +219.13% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.10% | +0.02% | -22.30% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.10% | — | +487.14% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.10% | — | +32.48% |
According to official SEC Form 13F filings, Lowe Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.0M across 360 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, USMV) accounted for 52.1% of total reported equity market value during Q4 2024.
During Q4 2024, Lowe Wealth Advisors, LLC's top holdings by market value included SPY (32.5%)、QQQ (10.1%)、USMV (8.6%). The largest single position, SPY, represented 32.5% of total portfolio value.
In Q4 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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