LW

Lowe Wealth Advisors, LLC

13F
Lowe Wealth Advisors, LLC
Last update 2025-04-09 372 Stocks (30 new)
Value $235.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(30.18%)QQQ(8.89%)USMV(8.71%)VCSH(5.21%)SPTS(4.92%)
Summary Stock Picks Current Portfolio
Lowe Wealth Advisors, LLC Top Holdings of 2025-03-31 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
126,966
71,023.7
-2.40%
30.180
-0.78%
0.010
-3.39%
+1.03%
602,363.3
 
QQQ 		INVESCO QQQ Trust
44,600
20,914.0
-4.19%
8.890
-0.42%
0.010
-3.87%
+1.45%
323,781.7
 
USMV 		iShares MSCI USA Min Vol Factor ETF
218,979
20,509.6
-3.43%
8.710
-0.29%
0.090
+0.48%
+6.09%
24,341.8
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
155,215
12,252.7
+1.95%
5.210
+0.10%
0.030
+1.46%
+2.29%
35,067.0
 
SPTS 		SPDR Portfolio Short Term Treasury ETF
395,826
11,574.0
+6.97%
4.920
+0.32%
0.190
+1.43%
+1.78%
5,843.5
 
JPST 		JPMorgan Ultra-Short Income ETF
197,477
9,998.3
-0.94%
4.250
-0.04%
0.030
+1.10%
+1.78%
30,738.0
 
IAU 		iShares Gold Trust
167,225
9,859.6
-0.70%
4.190
-0.02%
0.020
+9.88%
+23.00%
45,613.3
 
INFL 		Horizon Kinetics Inflation Beneficiaries ETF
235,330
9,566.2
+1.88%
4.060
+0.07%
0.840
+3.72%
+11.13%
1,226.4
 
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
81,278
8,178.2
-1.39%
3.470
-0.05%
0.060
+1.03%
+1.66%
13,078.9
 
JEPI 		JPMorgan Equity Premium Income ETF
112,959
6,454.5
+2.71%
2.740
+0.07%
0.020
-3.79%
+0.41%
36,270.7
 

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
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-0.78%
●
551.42 ($587.78) 612.93
$591.07
0.56%
Reduce -2.4%
126,966
-3,122
IGRO 		iShares International Dividend Growth ETF2025-03-31Add
+0.55%
●
66.91 ($70.78) 73.87
$76.73
8.41%
Add 62.14%
46,687
17,893
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.42%
●
468.34 ($508.07) 539.52
$516.79
1.72%
Reduce -4.19%
44,600
-1,951
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2025-03-31Reduce
-0.37%
●
97.38 ($101.55) 104.52
$101.36
-0.19%
Reduce -30.7%
19,390
-8,589
SPTS 		SPDR Portfolio Short Term Treasury ETF2025-03-31Add
+0.32%
●
28.92 ($29.07) 29.24
$29.13
0.21%
Add 6.97%
395,826
25,795
GII 		SPDR S&P Global Infrastructure ETF2025-03-31Add
+0.31%
●
58.92 ($60.81) 62.25
$66.24
8.93%
Add 186.41%
17,915
11,660
COPX 		Global X Copper Miners ETF2025-03-31Add
+0.30%
●
37.72 ($40.03) 43.32
$39.55
-1.20%
Add 49.47%
54,172
17,930
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Sold Out
-0.30%
●
36.64 ($41.46) 45.76
$38.97
-6.01%
Sold Out
0
-15,857
USMV 		iShares MSCI USA Min Vol Factor ETF2025-03-31Reduce
-0.29%
●
87.68 ($92.03) 94.57
$93.87
2.00%
Reduce -3.43%
218,979
-7,784
VYMI 		Vanguard International High Dividend Yield ETF2025-03-31Add
+0.21%
●
67.08 ($71.8) 76.14
$78.05
8.70%
Add 234.73%
9,560
6,704

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

  • 1

Lowe Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Lowe Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lowe Wealth Advisors, LLC's Holdings Heat Map

Size field:

Lowe Wealth Advisors, LLC's Holdings Bubble Chart

Lowe Wealth Advisors, LLC News

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