LW
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Lowe Wealth Advisors, LLC13F | |
Lowe Wealth Advisors, LLC | |
Last update 2025-07-08 | 365 Stocks (6 new) |
Value $256.00 Mil | Turnover 3 % |
Lowe Wealth Advisors, LLC Top Holdings of 2025-06-30
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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
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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)
Lowe Wealth Advisors, LLC's Asset Allocation
Lowe Wealth Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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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 % |
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Lowe Wealth Advisors, LLC's Holdings Heat Map
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