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Latest Lowe Wealth Advisors, LLC Stock Portfolio

$273Million | No. of Holdings #395

Lowe Wealth Advisors, LLC Performance

2025 Q3+4.07%
YTD+7.94%
2024+13.20%

About Lowe Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

Lowe Wealth Advisors, LLC is a hedge fund based in Columbia, MD. On 2025-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lowe Wealth Advisors, LLC reported an equity portfolio of $274 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of Lowe Wealth Advisors, LLC are SPY, QQQ, AMPS. The fund has invested 30.4% of it's portfolio in SPDR S&P 500 ETF and 9.7% of portfolio in INVESCO QQQ TRUST. <br><br> They significantly reduced their stock positions in THERMO FISHER SCIENTIFIC INC (TMO), ILLINOIS TOOL WORKS INC (ITW) and PINNACLE WEST CAPITAL CORP (PNW). Lowe Wealth Advisors, LLC opened new stock positions in VANGUARD TAX-EXEMPT BOND ETF (VTEB), ISHARES ESG AWARE US AGGREGATE BOND ETF (BGRN) and SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD S&P 500 ETF (VB), VANECK VECTORS OIL SERVICES ETF (BUZZ) and ISHARES LATIN AMERICA 40 (IJR).
Lowe Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2025
$273Million
  as of Oct 16, 2025

Lowe Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Lowe Wealth Advisors, LLC made a return of 4.07% in the last quarter. In trailing 12 months, it's portfolio return was 9%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard tax-exempt bond etf28,590
ishares esg aware us aggregate bond etf18,155
schwab fundamental us large company etf6,075
vanguard total bond market etf5,801
ishares esg aware msci em etf3,821
invesco senior loan etf3,642
schwab fundamental us small company etf3,552
ishares s&p 500 value etf3,304
New stocks bought by Lowe Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard s&p 500 etf3,750
vaneck vectors oil services etf200
ishares latin america 40121
perpetua resources corp.107
dell inc98.67
cisco systems inc96.15
jpmorgan international rsrch enh eq etf89.89
avago technologies ltd80.00
Additions to existing portfolio by Lowe Wealth Advisors, LLC

Reductions

Ticker% Reduced
thermo fisher scientific inc-76.19
illinois tool works inc-72.73
pinnacle west capital corp-66.00
ecolab inc-62.96
ishares ibonds dec 2031 term tr etf-52.94
dow chemical co-51.76
consumer discret select sector spdra-50.00
vanguard large-cap etf-43.00
Lowe Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Lowe Wealth Advisors, LLC

Sector Distribution

Lowe Wealth Advisors, LLC has about 83.8% of it's holdings in Others sector.

  • Others
  • Utilities
  • Communication Services
  • Technology
Sector%
Others83.8
Utilities8.1
Communication Services4.5
Technology1.4

Market Cap. Distribution

Lowe Wealth Advisors, LLC has about 8.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.8
SMALL-CAP7.7
MEGA-CAP6.1
LARGE-CAP2.3

Stocks belong to which Index?

About 16.1% of the stocks held by Lowe Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others84
S&P 5008.3
RUSSELL 20007.8
Top 5 Winners (%)%
KSS
kohl s corp
83.0 %
PRTA
prothena corp plc
60.7 %
INTC
intel corp
49.8 %
PSTG
pure storage inc
45.5 %
NEM
newmont mining corp
44.7 %
Top 5 Winners ($)$
SPY
spdr s&p 500 etf
6.2 M
QQQ
invesco qqq trust
2.2 M
META
horizon kinetics inflation bnfcrs etf
0.6 M
IJR
ishares dj us total market index
0.4 M
AMPS
ishares tr msci usa minvolatility
0.3 M
Top 5 Losers (%)%
BYND
beyond meat inc
-45.9 %
ALGN
align technology inc
-33.9 %
PRGS
progress software corp
-31.2 %
BMI
badger meter inc
-27.1 %
LULU
lululemon athletica inc com usd0.005
-25.1 %
Top 5 Losers ($)$
MKC
mccormick & company inc
-0.1 M
BMI
badger meter inc
-0.1 M
ADP
automatic data processing
0.0 M
IBM
international business machines corp
0.0 M
KO
coca-cola co
0.0 M

Lowe Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lowe Wealth Advisors, LLC

Lowe Wealth Advisors, LLC has 395 stocks in it's portfolio. About 74.8% of the portfolio is in top 10 stocks. MKC proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Lowe Wealth Advisors, LLC last quarter.

$273.96MTotal Value
395Positions
16 Oct, 2025Last Reported
Current holdings of Current Stock Holdings of Lowe Wealth Advisors, LLC, last reported on 16 Oct, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares 3-7 Year Treasury Bond Etf

Ishares 3-7 Year Treasury Bond Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares 3-7 Year Treasury Bond Etf over time
0.14%3,190
$381.2K
0.14%
increased 2.44 percentadded
AAXJ
Ishares Msci Kld 400 Social Etf

Ishares Msci Kld 400 Social Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Msci Kld 400 Social Etf over time
0.06%1,388
$174.8K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Acwi Ex Us Etf

Ishares Msci Acwi Ex Us Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Msci Acwi Ex Us Etf over time
0.04%1,638
$106.5K
0.04%
unchanged 0 percentunchanged
AAXJ
Ishares International Select Dividend

Ishares International Select Dividend

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares International Select Dividend over time
0.03%2,000
$73.1K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Core Us Reit Etf

Ishares Core Us Reit Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Core Us Reit Etf over time
0.02%798
$46.9K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Morningstar Small-Cap Growth Etf

Ishares Morningstar Small-Cap Growth Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Morningstar Small-Cap Growth Etf over time
0%210
$11.4K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Growth Etf

Ishares Msci Eafe Growth Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Msci Eafe Growth Etf over time
0%47.00
$5.4K
0%
increased 74.07 percentadded
AAXJ
Ishares Us Preferred Stock

Ishares Us Preferred Stock

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Us Preferred Stock over time
0%150
$4.7K
0%
unchanged 0 percentunchanged
AAXJ
Ishares Msci Eafe Value Etf

Ishares Msci Eafe Value Etf

AAXJ
Lowe Wealth Advisors, LLC's holding in Ishares Msci Eafe Value Etf over time
0%37.00
$2.5K
0%
new position
ACSG
Xtrackers Usd High Yield Corp Bd Etf

Xtrackers Usd High Yield Corp Bd Etf

ACSG
Lowe Wealth Advisors, LLC's holding in Xtrackers Usd High Yield Corp Bd Etf over time
0%22.00
$816
0%
new position
ACWF
Ishares Core Msci Pacific Etf

Ishares Core Msci Pacific Etf

ACWF
Lowe Wealth Advisors, LLC's holding in Ishares Core Msci Pacific Etf over time
0.06%2,325
$170.7K
0.06%
unchanged 0 percentunchanged
ACWF
Ishares Core Total Usd Bond Market Etf

Ishares Core Total Usd Bond Market Etf

ACWF
Lowe Wealth Advisors, LLC's holding in Ishares Core Total Usd Bond Market Etf over time
0%43.00
$2.0K
0%
new position
ACWF
Ishares Currency Hedged Msci Eafe Etf

Ishares Currency Hedged Msci Eafe Etf

ACWF
Lowe Wealth Advisors, LLC's holding in Ishares Currency Hedged Msci Eafe Etf over time
0%11.00
$436
0%
new position
ACWV
Ishares Emerging Markets Dividend Etf

Ishares Emerging Markets Dividend Etf

ACWV
Lowe Wealth Advisors, LLC's holding in Ishares Emerging Markets Dividend Etf over time
0.25%23,235
$689.8K
0.25%
increased 2.24 percentadded
ACWV
Ishares Msci Mexico Etf

Ishares Msci Mexico Etf

ACWV
Lowe Wealth Advisors, LLC's holding in Ishares Msci Mexico Etf over time
0.01%529
$36.1K
0.01%
unchanged 0 percentunchanged
ACWV
Ishares Msci Emrgmkts Minvolatility

Ishares Msci Emrgmkts Minvolatility

ACWV
Lowe Wealth Advisors, LLC's holding in Ishares Msci Emrgmkts Minvolatility over time
0.01%245
$15.6K
0.01%
unchanged 0 percentunchanged