LW

Lowe Wealth Advisors, LLC

13F
Lowe Wealth Advisors, LLC
Last update 2025-07-08 365 Stocks (6 new)
Value $256.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(30.71%)QQQ(9.59%)USMV(8.08%)VCSH(5.11%)SPTS(4.88%)
Summary Stock Picks Current Portfolio
Lowe Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
127,304
78,655.0
+0.27%
30.710
+0.08%
0.010
+19.65%
+7.42%
643,646.7
 
QQQ
INVESCO QQQ Trust
44,516
24,556.6
-0.19%
9.590
-0.02%
0.010
+24.63%
+8.93%
356,737.8
 
USMV
iShares MSCI USA Min Vol Factor ETF
220,433
20,692.0
+0.66%
8.080
+0.05%
0.090
+5.82%
+5.99%
23,763.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
164,563
13,082.7
+6.02%
5.110
+0.29%
0.040
+2.44%
+3.62%
34,934.2
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
426,638
12,496.2
+7.78%
4.880
+0.35%
0.220
+0.85%
+2.54%
5,751.0
 
IAU
iShares Gold Trust
167,487
10,444.5
+0.16%
4.080
+0.01%
0.020
+4.78%
+26.58%
47,214.9
 
INFL
Horizon Kinetics Inflation Beneficiaries ETF
Horizon Kinetics Inflation Beneficiaries ETF
245,118
10,336.6
+4.16%
4.040
+0.16%
0.820
+11.63%
+11.14%
1,253.5
 
JPST
JPMorgan Ultra-Short Income ETF
200,946
10,184.0
+1.76%
3.980
+0.07%
0.030
+1.45%
+2.58%
31,769.5
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
83,177
8,362.2
+2.34%
3.260
+0.07%
0.060
+1.32%
+2.37%
13,299.5
 
JEPI
JPMorgan Equity Premium Income ETF
115,741
6,579.9
+2.46%
2.570
+0.06%
0.020
+9.30%
+3.44%
41,030.5
 

Lowe Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Lowe Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XLE
The Energy Select Sector SPDR Fund
2025-06-30
Reduce
Reduce
-0.62%
●
76.44 ($83.45) 94.13
$88.73
6.33%
Reduce -66.4%
7,995
-15,801
IGRO
iShares International Dividend Growth ETF
iShares International Dividend Growth ETF
2025-06-30
Add
Add
+0.51%
●
66.32 ($75.61) 80.17
$78.48
3.80%
Add 35.25%
63,145
16,458
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
2025-06-30
Reduce
Reduce
-0.39%
●
90.85 ($98.91) 102.31
$103.66
4.80%
Reduce -46.48%
10,377
-9,013
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-06-30
Add
Add
+0.35%
●
29.07 ($29.19) 29.38
$29.15
-0.14%
Add 7.78%
426,638
30,812
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
T. Rowe Price Capital Appreciation Premium Income ETF
2025-06-30
New Buy
New Buy
+0.34%
●
23.45 ($24.66) 25.28
$24.84
0.73%
New holding
35,553
35,553
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.29%
●
77.94 ($78.77) 79.5
$79.11
0.43%
Add 6.02%
164,563
9,348
GII
SPDR S&P Global Infrastructure ETF
2025-06-30
Add
Add
+0.27%
●
57.32 ($64.66) 67.33
$66.97
3.58%
Add 56.92%
28,112
10,197
VYMI
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
2025-06-30
Add
Add
+0.21%
●
65.84 ($76.49) 80.81
$81.01
5.91%
Add 70.91%
16,339
6,779
INFL
Horizon Kinetics Inflation Beneficiaries ETF
Horizon Kinetics Inflation Beneficiaries ETF
2025-06-30
Add
Add
+0.16%
●
35.95 ($41.22) 42.85
$41.96
1.79%
Add 4.16%
245,118
9,788
IEI
iShares 3-7 Year Treasury Bond ETF
2025-06-30
Add
Add
+0.14%
●
116.93 ($117.96) 119.39
$118.18
0.19%
Add 7685%
3,114
3,074

Lowe Wealth Advisors, LLC Total Holding History ($B)

To

Lowe Wealth Advisors, LLC's Asset Allocation

To

Lowe Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Lowe Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

Lowe Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lowe Wealth Advisors, LLC's Holdings Heat Map

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Lowe Wealth Advisors, LLC's Holdings Bubble Chart

Lowe Wealth Advisors, LLC News

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