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CIK: 0001574010
Total reported value
$274.0M
$274.0M
365 檔
54.6%
At the close of Q2 2025, Lowe Wealth Advisors, LLC disclosed equity holdings valued at approximately $274.0M, spread across 365 reported holdings.
During Q2 2025, 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 365 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 | 30.71% | +0.25% | +0.27% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.59% | +0.78% | -0.19% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 8.08% | -1.16% | +0.66% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.11% | -0.33% | +6.02% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.88% | -0.17% | +7.78% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 4.08% | +0.20% | +0.16% | |
| 7 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 4.04% | +0.03% | +4.16% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.98% | — | +1.76% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.26% | -0.45% | +2.34% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.57% | -0.36% | +2.46% | |
| 11 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 2.00% | -0.03% | -0.31% | |
| 12 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.94% | +0.63% | +35.25% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.60% | +0.01% | +5.68% | |
| 14 | COPX | Global X Copper Miners ETF | ETF-Other | 1.01% | +0.35% | +5.97% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.00% | +0.45% | +3.99% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.96% | -0.04% | -0.62% | |
| 17 | GII | State Street Spdr S&p Global | ETF-Other | 0.74% | +0.50% | +56.92% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.08% | -0.76% | |
| 19 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.55% | — | +4.15% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.52% | -0.02% | -0.66% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.51% | +0.46% | +70.91% | |
| 22 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.49% | +0.02% | +0.38% | |
| 23 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.44% | — | -0.00% | |
| 24 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.43% | +0.03% | +8.43% | |
| 25 | EPI | Wisdomtree India Earnings | ETF-Other | 0.43% | — | +10.36% | |
| 26 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.41% | -0.15% | +0.02% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.41% | -0.41% | -46.48% | |
| 28 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.38% | +0.01% | -0.65% | |
| 29 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.35% | +0.12% | +40.29% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.35% | -0.01% | -1.14% | |
| 31 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-Other | 0.34% | +0.51% | NEW | |
| 32 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.27% | — | -2.60% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.26% | -0.50% | -66.40% | |
| 34 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 0.25% | -0.01% | +2.25% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | — | -4.47% | |
| 36 | CLOI | Vaneck Clo ETF | ETF-Other | 0.22% | — | +4.43% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | — | -0.76% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | +0.01% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.17% | +0.02% | +29.77% | |
| 40 | AEE | Ameren Corporation | Stock-Utilities | 0.16% | — | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | — | |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.14% | +0.14% | +7685.00% | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.14% | — | +2.33% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.14% | — | +12.95% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.12% | +0.01% | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.11% | — | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.11% | — | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.11% | +0.02% | +5.96% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | -2.55% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Lowe Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $274.0M across 365 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, USMV) accounted for 54.6% of total reported equity market value during Q2 2025.
During Q2 2025, Lowe Wealth Advisors, LLC's top holdings by market value included SPY (30.7%)、QQQ (9.6%)、USMV (8.1%). The largest single position, SPY, represented 30.7% of total portfolio value.
In Q2 2025, 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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