Latest Lowe Wealth Advisors, LLC Stock Portfolio
Lowe Wealth Advisors, LLC Performance:
2025 Q3: 4.07%YTD: 7.94%2024: 13.2%
Performance for 2025 Q3 is 4.07%, and YTD is 7.94%, and 2024 is 13.2%.
About Lowe Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
Lowe Wealth Advisors, LLC is a hedge fund based in COLUMBIA, MD. On 13-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $365.4 Millions. In it's latest 13F Holdings report, Lowe Wealth Advisors, LLC reported an equity portfolio of $274 Millions as of 30 Sep, 2025.
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.
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).
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.
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 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%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard tax-exempt bond etf | 28,590 |
| ishares esg aware us aggregate bond etf | 18,155 |
| schwab fundamental us large company etf | 6,075 |
| vanguard total bond market etf | 5,801 |
| ishares esg aware msci em etf | 3,821 |
| invesco senior loan etf | 3,642 |
| schwab fundamental us small company etf | 3,552 |
| ishares s&p 500 value etf | 3,304 |
New stocks bought by Lowe Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard s&p 500 etf | 3,750 |
| vaneck vectors oil services etf | 200 |
| ishares latin america 40 | 121 |
| perpetua resources corp. | 107 |
| dell inc | 98.67 |
| cisco systems inc | 96.15 |
| jpmorgan international rsrch enh eq etf | 89.89 |
| avago technologies ltd | 80.00 |
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
Sector Distribution
Lowe Wealth Advisors, LLC has about 83.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 83.8 |
| Utilities | 8.1 |
| Communication Services | 4.5 |
| Technology | 1.4 |
Market Cap. Distribution
Lowe Wealth Advisors, LLC has about 8.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 83.8 |
| SMALL-CAP | 7.7 |
| MEGA-CAP | 6.1 |
| LARGE-CAP | 2.3 |
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.
| Index | % |
|---|---|
| Others | 84 |
| S&P 500 | 8.3 |
| RUSSELL 2000 | 7.8 |
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.
Last Reported on: 16 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc. | 0.40 | 4,299 | 1,094,560 | reduced | -0.46 | ||
| AAXJ | ishares 3-7 year treasury bond etf | 0.14 | 3,190 | 381,237 | added | 2.44 | ||
| AAXJ | ishares msci kld 400 social etf | 0.06 | 1,388 | 174,819 | unchanged | 0.00 | ||
| AAXJ | ishares msci acwi ex us etf | 0.04 | 1,638 | 106,486 | unchanged | 0.00 | ||
| AAXJ | ishares international select dividend | 0.03 | 2,000 | 73,100 | unchanged | 0.00 | ||
| AAXJ | ishares core us reit etf | 0.02 | 798 | 46,859 | unchanged | 0.00 | ||
| AAXJ | ishares morningstar small-cap growth etf | 0.00 | 210 | 11,405 | unchanged | 0.00 | ||
| AAXJ | ishares msci eafe growth etf | 0.00 | 47.00 | 5,352 | added | 74.07 | ||
| AAXJ | ishares us preferred stock | 0.00 | 150 | 4,743 | unchanged | 0.00 | ||
| AAXJ | ishares msci eafe value etf | 0.00 | 37.00 | 2,510 | new | |||
| ABBV | abbvie inc | 0.01 | 75.00 | 17,366 | unchanged | 0.00 | ||
| ABT | abbott laboratories | 0.01 | 187 | 25,047 | unchanged | 0.00 | ||
| ACAD | acadia pharmaceuticals inc | 0.00 | 180 | 3,841 | unchanged | 0.00 | ||
| ACSG | xtrackers usd high yield corp bd etf | 0.00 | 22.00 | 816 | new | |||
| ACWF | ishares core msci pacific etf | 0.06 | 2,325 | 170,725 | unchanged | 0.00 | ||
| ACWF | ishares core total usd bond market etf | 0.00 | 43.00 | 2,009 | new | |||
| ACWF | ishares currency hedged msci eafe etf | 0.00 | 11.00 | 436 | new | |||
| ACWV | ishares emerging markets dividend etf | 0.25 | 23,235 | 689,847 | added | 2.24 | ||
| ACWV | ishares msci mexico etf | 0.01 | 529 | 36,083 | unchanged | 0.00 | ||
| ACWV | ishares msci emrgmkts minvolatility | 0.01 | 245 | 15,638 | unchanged | 0.00 | ||