Lowe Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 372Value: $235.4MLatest: 2025Q1

Lowe Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 372 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "FLEX",
  "JAZZ",
  "ACAD",
  "GDX",
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "AES",
  "PRGS",
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "APD",
  "BABA",
  "KSS",
  "SKT",
  "MAIN",
  null,
  "GOOGL",
  "PXF",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "HRB",
  "UTF",
  null,
  null,
  null,
  null,
  "KRP",
  "DUK",
  "NAD",
  null,
  "UTG",
  "RUM",
  null,
  null,
  "SPB",
  null,
  null,
  null,
  null,
  "PNR",
  "FCX",
  "IBKR",
  null,
  "PRTA",
  null,
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "AZN",
  "MCD",
  null,
  "FE",
  "UNP",
  "QCOM",
  "SCCO",
  "HMC",
  "ITW",
  "RIVN",
  "META",
  "LNKB",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  null,
  null,
  null,
  "MPC",
  null,
  "SLF",
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "ENPH",
  "EQIX",
  "EXC",
  "EVRG",
  "GE",
  null,
  null,
  "NVS",
  "TEVA",
  "OXY",
  null,
  null,
  null,
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  null,
  "PSTG",
  null,
  "MKC",
  "AMGN",
  "MAS",
  null,
  "PARA",
  null,
  null,
  "ROK",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  "SHW",
  "SRE",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VV",
  "MRNA",
  "MNST",
  "IVOO",
  null,
  null,
  "PNW",
  "VWO",
  "VSS",
  "IWV",
  null,
  "PRF",
  "MYD",
  "TY",
  "AQMS",
  "VIG",
  null,
  null,
  "NTNX",
  "XLB",
  null,
  "TSM",
  null,
  null,
  "BN.TO",
  "VYM",
  "EW",
  "RRC",
  "ALGN",
  "AEE",
  "UAA",
  "STWD",
  "SDY",
  "WAB",
  "TAP",
  "F",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "EBS",
  "ES",
  "IMCR",
  null,
  null,
  "UA",
  "PEG",
  "VIGI",
  "AMZN",
  null,
  "LUV",
  "ESGD",
  null,
  "CEF",
  null,
  null,
  "VEU",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  "VYMI",
  "VAL",
  null,
  null,
  "VOOG",
  "VTWO",
  "BSV",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VSH",
  "WMT",
  "WBA",
  null,
  null,
  null,
  null,
  "WH",
  "XEL",
  null,
  null,
  "OC",
  "GRMN",
  "SCHD",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "NOK",
  null,
  "JCI",
  "SO",
  "PPL",
  "TRP",
  "CRM",
  "SNAP",
  "SCI",
  null,
  "DIA",
  null,
  "LYV",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  "GEV",
  "NVT",
  "ESGU",
  null,
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BYND",
  "BA",
  "BAH",
  "BHF",
  "BMY",
  "BAM.TO",
  "BR",
  "CRL",
  "CVX",
  "CHDN",
  "CMG",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CVS",
  "CSX",
  "DELL",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 372
Total Value: 235363003
Accession Number: 0001574010-25-000002
Form Type: 13F-HR
CIK: lowe-wealth-advisors
Manager Name: Lowe-Wealth-Advisors

Data Enrichment

74% identified

276 identified96 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

372 positions • $235.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 19

Sort by:

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:127.0K

Value:$71.0M

% of Portfolio:30.2% ($71.0M/$235.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:44.6K

Value:$20.9M

% of Portfolio:8.9% ($20.9M/$235.4M)

46429B697

USMV|46429B697

Shares:219.0K

Value:$20.5M

% of Portfolio:8.7% ($20.5M/$235.4M)

92206C409

Shares:155.2K

Value:$12.3M

% of Portfolio:5.2% ($12.3M/$235.4M)

78468R101

Shares:395.8K

Value:$11.6M

% of Portfolio:4.9% ($11.6M/$235.4M)

46641Q837

Shares:197.5K

Value:$10.0M

% of Portfolio:4.2% ($10.0M/$235.4M)

464285204

Shares:167.2K

Value:$9.9M

% of Portfolio:4.2% ($9.9M/$235.4M)

53656F623

Shares:235.3K

Value:$9.6M

% of Portfolio:4.1% ($9.6M/$235.4M)

72201R833

Shares:81.3K

Value:$8.2M

% of Portfolio:3.5% ($8.2M/$235.4M)

46641Q332

Shares:113.0K

Value:$6.5M

% of Portfolio:2.7% ($6.5M/$235.4M)

464287846

Shares:34.0K

Value:$4.6M

% of Portfolio:2.0% ($4.6M/$235.4M)

921946406

VYM|921946406

Shares:29.1K

Value:$3.7M

% of Portfolio:1.6% ($3.7M/$235.4M)

46435G524

Shares:46.7K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$235.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.4K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$235.4M)

81369Y506

Shares:23.8K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$235.4M)

92189F106

GDX|92189F106

Shares:47.3K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$235.4M)

37954Y830

Shares:54.2K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$235.4M)

74348A467

Shares:19.4K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$235.4M)

00039J103

Shares:26.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$235.4M)

464287689

IWV|464287689

Shares:3.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$235.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	127.0K	QoQ -2.39% (-3.1K) YoY -6.48% (-8.8K)	All Managers (Combined)	$71.0M	30.2% ($71.0M/$235.4M)	QoQ -6.84% (-$5.2M) YoY +0.01% (-$9.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	44.6K	QoQ -4.19% (-2.0K) YoY -11.93% (-6.0K)	All Managers (Combined)	$20.9M	8.9% ($20.9M/$235.4M)	QoQ -12.12% (-$2.9M) YoY -6.99% (-$1.6M)
(USMVcusip46429B697)	219.0K	QoQ -3.43% (-7.8K) YoY -7.32% (-17.3K)	All Managers (Combined)	$20.5M	8.7% ($20.5M/$235.4M)	QoQ +1.86% (-$375.3K) YoY +3.84% (-$760.2K)
(cusip92206C409)✕	155.2K	QoQ +1.95% (+3.0K) YoY +1.39% (+2.1K)	All Managers (Combined)	$12.3M	5.2% ($12.3M/$235.4M)	QoQ +3.16% (+$376.3K) YoY +3.52% (+$417.6K)
(cusip78468R101)✕	395.8K	QoQ +6.97% (+25.8K) YoY +52.54% (+136.4K)	All Managers (Combined)	$11.6M	4.9% ($11.6M/$235.4M)	QoQ +7.81% (+$839.4K) YoY +54.23% (+$4.1M)
(cusip46641Q837)✕	197.5K	QoQ -0.93% (-1.9K) YoY -1.55% (-3.1K)	All Managers (Combined)	$10.0M	4.2% ($10.0M/$235.4M)	QoQ -0.42% (-$42.7K) YoY -1.20% (-$121.7K)
(cusip464285204)✕	167.2K	QoQ -0.70% (-1.2K) YoY +0.50% (+846)	All Managers (Combined)	$9.9M	4.2% ($9.9M/$235.4M)	QoQ +18.25% (-$1.5M) YoY +41.06% (+$2.9M)
(cusip53656F623)✕	235.3K	QoQ +1.87% (+4.3K) YoY +9.95% (+21.3K)	All Managers (Combined)	$9.6M	4.1% ($9.6M/$235.4M)	QoQ +8.75% (+$770.1K) YoY +37.27% (+$2.6M)
(cusip72201R833)✕	81.3K	QoQ -1.38% (-1.1K) YoY -8.93% (-8.0K)	All Managers (Combined)	$8.2M	3.5% ($8.2M/$235.4M)	QoQ -1.11% (-$92.0K) YoY -8.86% (-$795.6K)
(cusip46641Q332)✕	113.0K	QoQ +2.71% (+3.0K) YoY +23.29% (+21.3K)	All Managers (Combined)	$6.5M	2.7% ($6.5M/$235.4M)	QoQ +2.01% (+$127.6K) YoY +21.76% (+$1.2M)
(cusip464287846)✕	34.0K	QoQ -0.58% (-199) YoY -5.92% (-2.1K)	All Managers (Combined)	$4.6M	2.0% ($4.6M/$235.4M)	QoQ -5.43% (-$266.2K) YoY -0.04% (-$2.0K)
(VYMcusip921946406)	29.1K	QoQ +9.97% (+2.6K) YoY +0.01% (+5)	All Managers (Combined)	$3.7M	1.6% ($3.7M/$235.4M)	QoQ +11.15% (+$376.4K) YoY +6.60% (+$232.3K)
(cusip46435G524)✕	46.7K	QoQ +62.14% (+17.9K) YoY NEW(+46.7K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$235.4M)	QoQ +72.83% (+$1.4M) YoY NEW(+$3.4M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.4K	QoQ +1.44% (-62) YoY +12.74% (+493)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$235.4M)	QoQ -4.98% (-$122.1K) YoY +8.10% (+$174.5K)
(cusip81369Y506)✕	23.8K	QoQ +1.39% (+328) YoY -0.97% (-234)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$235.4M)	QoQ +10.61% (+$213.4K) YoY -1.98% (-$45.0K)
(GDXcusip92189F106)	47.3K	QoQ +3.30% (+1.5K) YoY +16.95% (+6.8K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$235.4M)	QoQ +40.04% (+$621.2K) YoY +70.02% (+$894.7K)
(cusip37954Y830)✕	54.2K	QoQ +49.47% (+17.9K) YoY +122.04% (+29.8K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$235.4M)	QoQ +52.95% (+$732.8K) YoY +104.45% (+$1.1M)
(cusip74348A467)✕	19.4K	QoQ -30.69% (-8.6K) YoY -3.05% (-612)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$235.4M)	QoQ -28.86% (-$804.0K) YoY -2.32% (-$47.2K)
(cusip00039J103)✕	26.5K	QoQ +11.97% (+2.8K) YoY +33.48% (+6.7K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$235.4M)	QoQ +12.55% (+$149.6K) YoY +33.72% (+$338.3K)
(IWVcusip464287689)	3.8K	QoQ +0.79% (-30) YoY -20.88% (-1.0K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$235.4M)	QoQ -4.21% (-$53.3K) YoY -16.25% (-$235.0K)