Lowe Wealth Advisors, LLC
13F Reported Value
ⓘ$274.0M
Holdings
395
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Lowe Wealth Advisors, LLC disclosed 395 positions worth $274.0M in its Form 13F-HR for Q3 2025, led by $SPY (SPDR S&P 500 ETF TRUST) at 30.4% of the equity portfolio. During the quarter the fund opened 39 new positions and exited 9. The portfolio is most concentrated in Other (91.0% of disclosed assets). All figures are sourced directly from Lowe Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1574010.
AI Fund Analysis
DiversifyingSector Allocation
13fpro.ai/research/fund/lowe-wealth-advisors-llc-1574010
AUM History
13fpro.ai/research/fund/lowe-wealth-advisors-llc-1574010
Top Equity Holdings by Value
13fpro.ai/research/fund/lowe-wealth-advisors-llc-1574010
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
- —
Quality
$83.4M125,140 sh Invesco QQQ Trust
—Quality
$26.5M44,139 shiShares Tr MSCI USA MinVolatility
—Quality
$20.7M217,277 shVanguard Short-Term Corporate Bond ETF
—Quality
$13.4M167,286 shSPDR Portfolio Short Term Treasury ETF
—Quality
$13.0M443,942 sh- —
Quality
$12.0M165,174 sh Horizon Kinetics Inflation Bnfcrs ETF
—Quality
$11.2M250,770 shJPMorgan Ultra-Short Income ETF
—Quality
$10.0M196,281 shPIMCO Enhanced Short Maturity ETF
—Quality
$8.3M82,210 shJPMorgan Equity Premium Income ETF
—Quality
$6.5M114,096 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $83.4M | 125,140 | |
| Invesco QQQ Trust | — | $26.5M | 44,139 |
| iShares Tr MSCI USA MinVolatility | — | $20.7M | 217,277 |
| Vanguard Short-Term Corporate Bond ETF | — | $13.4M | 167,286 |
| SPDR Portfolio Short Term Treasury ETF | — | $13.0M | 443,942 |
| — | $12.0M | 165,174 | |
| Horizon Kinetics Inflation Bnfcrs ETF | — | $11.2M | 250,770 |
| JPMorgan Ultra-Short Income ETF | — | $10.0M | 196,281 |
| PIMCO Enhanced Short Maturity ETF | — | $8.3M | 82,210 |
| JPMorgan Equity Premium Income ETF | — | $6.5M | 114,096 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lowe Wealth Advisors, LLC's 395 positions.
Showing top 10 of 395 holdings.
Sector Allocation
Other
$249.2M
Financials
$13.2M
Technology
$4.7M
Consumer Staples
$1.4M
Energy
$1.2M
Utilities
$1.2M
Consumer Discretionary
$979,131
Industrials
$809,456
Top Holdings — Lowe Wealth Advisors, LLC (Q3 2025)
Top 150 of 395 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TRUST | $83.4M | 30.4% | -2% | — | |
| 2 | — | Invesco QQQ Trust | $26.5M | 9.7% | -1% | — |
| 3 | — | iShares Tr MSCI USA MinVolatility | $20.7M | 7.5% | -1% | — |
| 4 | — | Vanguard Short-Term Corporate Bond ETF | $13.4M | 4.9% | +2% | — |
| 5 | — | SPDR Portfolio Short Term Treasury ETF | $13.0M | 4.8% | +4% | — |
| 6 | ISHARES GOLD TRUST | $12.0M | 4.4% | -1% | — | |
| 7 | — | Horizon Kinetics Inflation Bnfcrs ETF | $11.2M | 4.1% | +2% | — |
| 8 | — | JPMorgan Ultra-Short Income ETF | $10.0M | 3.6% | -2% | — |
| 9 | — | PIMCO Enhanced Short Maturity ETF | $8.3M | 3.0% | -1% | — |
| 10 | — | JPMorgan Equity Premium Income ETF | $6.5M | 2.4% | -1% | — |
| 11 | — | iShares International Dividend Gr ETF | $5.7M | 2.1% | +13% | — |
| 12 | — | iShares DJ US Total Market Index | $5.3M | 1.9% | -4% | — |
| 13 | — | Vanguard High Dividend Yield ETF | $4.4M | 1.6% | +1% | — |
| 14 | — | Market Vectors Gold Miners ETF | $3.8M | 1.4% | +0% | — |
| 15 | — | Global X Copper Miners ETF | $3.4M | 1.3% | -1% | — |
| 16 | — | SPDR S&P Global Infrastructure ETF | $2.7M | 1.0% | +36% | — |
| 17 | SPDR S&P MIDCAP 400 ETF TRUST | $2.6M | 0.9% | +0% | — | |
| 18 | — | Vanguard Intl Hi Div Yld Idx ETF | $2.1M | 0.8% | +51% | — |
| 19 | MICROSOFT CORP | $1.5M | 0.6% | -1% | 79.7 | |
| 20 | — | Invesco FTSE RAFI Emerging Markets ETF | $1.4M | 0.5% | +2% | — |
| 21 | — | T. Rowe Price Cap Apprec Prm Inc ETF | $1.4M | 0.5% | +60% | — |
| 22 | — | AB Ultra Short Income ETF | $1.4M | 0.5% | -2% | — |
| 23 | — | iShares Russell 3000 | $1.3M | 0.5% | -7% | — |
| 24 | — | Energy Select Sector SPDRA | $1.2M | 0.4% | +68% | — |
| 25 | — | ProShares S&P 500 Dividend Aristocrats | $1.2M | 0.4% | +11% | — |
| 26 | — | Invesco FTSE RAFI Dev Mkts ex-US ETF | $1.2M | 0.4% | -1% | — |
| 27 | — | JPMorgan Short Duration Core Plus ETF | $1.2M | 0.4% | +2% | — |
| 28 | — | Pacer US Cash Cows 100 ETF | $1.1M | 0.4% | +14% | — |
| 29 | Apple Inc. | $1.1M | 0.4% | -0% | 76.3 | |
| 30 | — | WisdomTree India Earnings ETF | $1.1M | 0.4% | +4% | — |
| 31 | — | T. Rowe Price Capital Apprec Eq ETF | $1.0M | 0.4% | +5% | — |
| 32 | MCCORMICK & CO INC | $931,581 | 0.3% | +0% | 67.3 | |
| 33 | — | VanEck Morningstar SMID Moat ETF | $698,148 | 0.3% | -3% | — |
| 34 | — | iShares Emerging Markets Dividend ETF | $689,847 | 0.3% | +2% | — |
| 35 | — | Vanguard Dividend Apprec Idx ETF | $682,328 | 0.3% | +0% | — |
| 36 | — | VanEck CLO ETF | $556,807 | 0.2% | +1% | — |
| 37 | EXXON MOBIL CORP | $556,309 | 0.2% | +0% | 57.7 | |
| 38 | Meta Platforms, Inc. | $500,847 | 0.2% | -3% | 79.6 | |
| 39 | — | Vanguard REIT ETF | $478,767 | 0.2% | +5% | — |
| 40 | — | JPMorgan International Rsrch Enh Eq ETF | $450,506 | 0.2% | +90% | — |
| 41 | AMEREN CORP | $431,924 | 0.2% | +0% | 59.1 | |
| 42 | — | iShares Core MSCI EAFE | $385,304 | 0.1% | +0% | — |
| 43 | — | iShares 3-7 Year Treasury Bond ETF | $381,237 | 0.1% | +2% | — |
| 44 | AUTOMATIC DATA PROCESSING INC | $356,603 | 0.1% | +0% | 69.6 | |
| 45 | TJX COMPANIES INC /DE/ | $347,185 | 0.1% | +0% | 68.4 | |
| 46 | — | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $335,346 | 0.1% | -4% | — |
| 47 | — | iShares Core MSCI Emerging Markets | $316,416 | 0.1% | +0% | — |
| 48 | — | iShares High Dividend | $307,350 | 0.1% | +0% | — |
| 49 | PPL Corp | $297,424 | 0.1% | +0% | 55.3 | |
| 50 | — | Schwab International Equity ETF | $294,050 | 0.1% | +1% | — |
| 51 | BERKSHIRE HATHAWAY INC | $288,573 | 0.1% | +0% | 73.6 | |
| 52 | — | iShares Core S&P 500 | $286,460 | 0.1% | +39% | — |
| 53 | INTERNATIONAL BUSINESS MACHINES CORP | $276,517 | 0.1% | +0% | 69.7 | |
| 54 | Marathon Petroleum Corp | $268,101 | 0.1% | -2% | 60.8 | |
| 55 | — | Vanguard Total Stock Market ETF | $256,629 | 0.1% | +0% | — |
| 56 | REAVES UTILITY INCOME FUND | $247,625 | 0.1% | +0% | — | |
| 57 | — | Vanguard Global ex-US Real Estate ETF | $224,760 | 0.1% | +57% | — |
| 58 | AMAZON COM INC | $212,983 | 0.1% | +0% | 68.4 | |
| 59 | — | Vanguard Growth ETF | $204,314 | 0.1% | -1% | — |
| 60 | — | VanEck Morningstar Wide Moat ETF | $189,201 | 0.1% | -11% | — |
| 61 | — | iShares ESG MSCI USA ETF | $180,981 | 0.1% | +16% | — |
| 62 | HERSHEY CO | $175,345 | 0.1% | +0% | 65.6 | |
| 63 | — | iShares MSCI KLD 400 Social ETF | $174,819 | 0.1% | +0% | — |
| 64 | — | iShares S&P 100 Index Fund CBOE | $174,408 | 0.1% | +0% | — |
| 65 | — | iShares Core MSCI Pacific ETF | $170,725 | 0.1% | +0% | — |
| 66 | PUBLIC SERVICE ENTERPRISE GROUP INC | $170,592 | 0.1% | +0% | 60.7 | |
| 67 | — | Vanguard Intl Div Apprec ETF | $168,033 | 0.1% | +0% | — |
| 68 | — | iShares S&P 500 Growth | $162,972 | 0.1% | -7% | — |
| 69 | — | Vanguard Emerging Markets Stock Idx ETF | $157,393 | 0.1% | +0% | — |
| 70 | — | VanEck Vectors Semiconductor ETF | $153,389 | 0.1% | -3% | — |
| 71 | — | iShares Latin America 40 | $149,592 | 0.1% | +121% | — |
| 72 | — | Vanguard Value ETF | $148,446 | 0.1% | +1% | — |
| 73 | AT&T INC. | $145,138 | 0.1% | +1% | 65.5 | |
| 74 | — | iShares Select Dividend | $144,516 | 0.1% | +0% | — |
| 75 | — | iShares MSCI Emerging Markets | $140,949 | 0.1% | +0% | — |
| 76 | VISA INC. | $138,657 | 0.1% | +0% | 82.7 | |
| 77 | — | JPMORGN HEDGD EQTY LAD OVRLY ETF | $134,550 | 0.1% | -1% | — |
| 78 | COCA COLA CO | $133,502 | 0.1% | +0% | 69.3 | |
| 79 | Live Nation Entertainment, Inc. | $130,720 | 0.1% | +0% | 52.6 | |
| 80 | Tesla, Inc. | $129,414 | 0.1% | +0% | 53.6 | |
| 81 | — | Quadratic Intrst Rt Vol & Infl H ETF | $125,320 | 0.1% | +0% | — |
| 82 | BADGER METER INC | $125,006 | 0.1% | -10% | 60.7 | |
| 83 | — | iShares Core S&P Small-Cap | $123,108 | 0.0% | +0% | — |
| 84 | — | Schwab US Large-Cap ETF | $121,032 | 0.0% | +5% | — |
| 85 | — | SPDR Wells Fargo Preferred Stock ETF | $117,002 | 0.0% | +0% | — |
| 86 | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $116,941 | 0.0% | +0% | 66.3 | |
| 87 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $111,716 | 0.0% | +0% | — | |
| 88 | HOME DEPOT, INC. | $111,698 | 0.0% | +0% | 60.1 | |
| 89 | PRUDENTIAL FINANCIAL INC | $111,106 | 0.0% | -3% | 58.4 | |
| 90 | — | Sprott Physical Gold and Silver Trust | $110,070 | 0.0% | +0% | — |
| 91 | — | iShares Russell 2000 | $108,519 | 0.0% | +0% | — |
| 92 | — | SPDR S&P 500 Growth | $107,854 | 0.0% | -4% | — |
| 93 | — | iShares MSCI ACWI ex US ETF | $106,486 | 0.0% | +0% | — |
| 94 | — | VanEck Vectors Oil Services ETF | $103,704 | 0.0% | +200% | — |
| 95 | JOHNSON & JOHNSON | $103,211 | 0.0% | -6% | 68.8 | |
| 96 | ENBRIDGE INC | $100,012 | 0.0% | +0% | 66.7 | |
| 97 | — | SPDR MSCI ACWI ex-US ETF | $100,011 | 0.0% | +0% | — |
| 98 | GARMIN LTD | $98,488 | 0.0% | +0% | — | |
| 99 | — | iShares iBonds Dec 2030 Term Trsry ETF | $98,123 | 0.0% | +0% | — |
| 100 | STARBUCKS CORP | $96,106 | 0.0% | -0% | 57.9 | |
| 101 | — | iShares iBonds Dec 2029 Term Tr ETF | $95,921 | 0.0% | +0% | — |
| 102 | CHEVRON CORP | $95,814 | 0.0% | -3% | 62.6 | |
| 103 | Alphabet Inc. | $95,472 | 0.0% | -6% | 78.1 | |
| 104 | — | iShares iBonds Dec 2028 Term Tr ETF | $94,420 | 0.0% | +0% | — |
| 105 | Walmart Inc. | $94,275 | 0.0% | +0% | 59.9 | |
| 106 | — | iShares Russell Mid-Cap | $92,495 | 0.0% | +0% | — |
| 107 | GENERAL ELECTRIC CO | $91,750 | 0.0% | +0% | 73.6 | |
| 108 | iShares Silver Trust | $89,655 | 0.0% | +0% | — | |
| 109 | VERIZON COMMUNICATIONS INC | $89,172 | 0.0% | -1% | 65.5 | |
| 110 | PERPETUA RESOURCES CORP. | $88,830 | 0.0% | +107% | — | |
| 111 | — | iShares Core S&P Mid-Cap | $88,819 | 0.0% | +0% | — |
| 112 | ROCKWELL AUTOMATION, INC | $86,683 | 0.0% | +0% | 63.5 | |
| 113 | NEWMONT Corp /DE/ | $83,467 | 0.0% | +0% | 86.7 | |
| 114 | — | SPDR S&P Oil & Gas Exploration & Production ETF | $80,906 | 0.0% | +0% | — |
| 115 | GE Vernova Inc. | $79,322 | 0.0% | +42% | 81.1 | |
| 116 | AMGEN INC | $78,452 | 0.0% | -10% | 79 | |
| 117 | Prologis, Inc. | $77,072 | 0.0% | +0% | 68.3 | |
| 118 | INTEL CORP | $76,889 | 0.0% | +0% | 45.5 | |
| 119 | SUN LIFE FINANCIAL INC | $76,778 | 0.0% | +0% | — | |
| 120 | — | Utilities SPDR ETF | $75,437 | 0.0% | -5% | — |
| 121 | — | iShares International Select Dividend | $73,100 | 0.0% | +0% | — |
| 122 | LOCKHEED MARTIN CORP | $71,886 | 0.0% | +0% | 65.4 | |
| 123 | LINKBANCORP, Inc. | $70,416 | 0.0% | +0% | 59.5 | |
| 124 | PROCTER & GAMBLE Co | $69,911 | 0.0% | +0% | 64.4 | |
| 125 | — | WisdomTree US Dividend ex-Financials ETF | $67,537 | 0.0% | +0% | — |
| 126 | — | Dimensional US High Profitability ETF | $67,268 | 0.0% | +0% | — |
| 127 | JPMORGAN CHASE & CO | $63,401 | 0.0% | +0% | 70.3 | |
| 128 | — | Schwab US Mid-Cap ETF | $62,955 | 0.0% | +0% | — |
| 129 | — | VanEck Vectors Fallen Angel HiYld Bd ETF | $62,433 | 0.0% | -9% | — |
| 130 | PNC FINANCIAL SERVICES GROUP, INC. | $61,886 | 0.0% | +0% | 73.4 | |
| 131 | — | Vanguard FTSE Developed Markets ETF | $61,867 | 0.0% | +0% | — |
| 132 | Walt Disney Co | $61,372 | 0.0% | +13% | 59.8 | |
| 133 | AMERICAN ELECTRIC POWER CO INC | $60,863 | 0.0% | +0% | 66.5 | |
| 134 | DNP SELECT INCOME FUND INC | $60,050 | 0.0% | +0% | — | |
| 135 | ORACLE CORP | $56,248 | 0.0% | +0% | 68.2 | |
| 136 | Duke Energy CORP | $55,935 | 0.0% | +0% | 56 | |
| 137 | TEXAS INSTRUMENTS INC | $55,119 | 0.0% | +0% | 73.2 | |
| 138 | NVIDIA CORP | $54,855 | 0.0% | +0% | 85.9 | |
| 139 | COSTCO WHOLESALE CORP /NEW | $54,612 | 0.0% | -8% | 65.9 | |
| 140 | Air Products & Chemicals, Inc. | $54,544 | 0.0% | +0% | 46.2 | |
| 141 | XCEL ENERGY INC | $53,068 | 0.0% | +0% | 56.1 | |
| 142 | FREEPORT-MCMORAN INC | $52,163 | 0.0% | +0% | 61.7 | |
| 143 | Mastercard Inc | $51,762 | 0.0% | +0% | 85 | |
| 144 | — | Vanguard Short Term Bond ETF | $51,449 | 0.0% | +0% | — |
| 145 | — | Vanguard FTSE All-Wld ex-US ETF | $50,815 | 0.0% | +0% | — |
| 146 | AMERIPRISE FINANCIAL INC | $49,125 | 0.0% | +0% | 68.3 | |
| 147 | GOLDMAN SACHS GROUP INC | $48,577 | 0.0% | +0% | 73.3 | |
| 148 | GENERAL MILLS INC | $48,403 | 0.0% | +0% | 46.8 | |
| 149 | BOEING CO | $48,130 | 0.0% | +0% | 61.4 | |
| 150 | — | iShares MSCI Japan | $47,966 | 0.0% | +0% | — |
New Positions (39)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Lowe Wealth Advisors, LLC including:
Track Lowe Wealth Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Lowe Wealth Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Lowe Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Lowe Wealth Advisors, LLC (SEC CIK: 1574010), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Lowe Wealth Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.