Top Institutional Investors

Lowe Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1574010 · latest 13F-HR filed 2025-10-16

Backtest portfolio

Lowe Wealth Advisors, LLC manages $274.0M in 13F-reported U.S. long-equity assets across 395 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are SPY (30.43%), QQQ (9.67%), USMV (7.55%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 40 new positions, exited 10, added to 178, and trimmed 62.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$274.0M

Long-equity book

Holdings

395

Distinct positions

Period

2025-09-30

Filed 2025-10-16

Q/Q Activity

+40 / −10 / ↑178 / ↓62

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR S&P 500 ETF$4.7M +6.0%
  • Invesco QQQ Trust$1.9M +7.9%
  • iShares Gold Trust$1.6M +15.1%
  • Market Vectors Gold Miners ETF$1.2M +47.0%
  • Horizon Kinetics Inflation Bnfcrs ETF$871.6K +8.4%
Show all 178 →

Top Trims

  • McCormick & Company Inc-$123.9K -11.7%
  • Badger Meter Inc-$66.1K -34.6%
  • iShares iBonds Dec 2031 Term Tr ETF-$46.0K -52.8%
  • Vanguard Large-Cap ETF-$22.0K -38.5%
  • Thermo Fisher Scientific Inc-$12.2K -71.5%
Show all 62 →

New Positions

  • Vanguard Tax-Exempt Bond ETF$28.6K
  • iShares ESG Aware US Aggregate Bond ETF$18.2K
  • Schwab Fundamental US Large Company ETF$6.1K
  • Vanguard Total Bond Market ETF$5.8K
  • iShares ESG Aware MSCI EM ETF$3.8K
Show all 40 →

Exited Positions

  • Global X Uranium ETF$4.5K
  • Sempra Energy$3.3K
  • The AES Corp$2.4K
  • Blackstone Secured Lending Fund Ordinary Shares$2.2K
  • iShares 1-3 Year Treasury Bond$1.4K
Show all 10 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR S&P 500 ETF SPY 78462F103 $83.4M 30.43% 125,140 SH
2 Invesco QQQ Trust QQQ 46090E103 $26.5M 9.67% 44,139 SH
3 iShares Tr MSCI USA MinVolatility USMV 46429B697 $20.7M 7.55% 217,277 SH
4 Vanguard Short-Term Corporate Bond ETF VCSH 92206C409 $13.4M 4.88% 167,286 SH
5 SPDR Portfolio Short Term Treasury ETF SPTS 78468R101 $13.0M 4.75% 443,942 SH
6 iShares Gold Trust IAU 464285204 $12.0M 4.39% 165,174 SH
7 Horizon Kinetics Inflation Bnfcrs ETF INFL 53656F623 $11.2M 4.09% 250,770 SH
8 JPMorgan Ultra-Short Income ETF JPST 46641Q837 $10.0M 3.63% 196,281 SH
9 PIMCO Enhanced Short Maturity ETF MINT 72201R833 $8.3M 3.02% 82,210 SH
10 JPMorgan Equity Premium Income ETF JEPI 46641Q332 $6.5M 2.38% 114,096 SH
11 iShares International Dividend Gr ETF IGRO 46435G524 $5.7M 2.07% 71,336 SH
12 iShares DJ US Total Market Index IYY 464287846 $5.3M 1.94% 32,670 SH
13 Vanguard High Dividend Yield ETF VYM 921946406 $4.4M 1.60% 31,073 SH
14 Market Vectors Gold Miners ETF GDX 92189F106 $3.8M 1.37% 49,221 SH
15 Global X Copper Miners ETF COPX 37954Y830 $3.4M 1.25% 57,079 SH
16 SPDR S&P Global Infrastructure ETF GII 78463X855 $2.7M 0.97% 38,266 SH
17 SPDR S&P MidCap 400 MDY 78467Y107 $2.6M 0.95% 4,351 SH
18 Vanguard Intl Hi Div Yld Idx ETF VYMI 921946794 $2.1M 0.76% 24,609 SH
19 Microsoft Corp MSFT 594918104 $1.5M 0.56% 2,978 SH
20 Invesco FTSE RAFI Emerging Markets ETF PXH 46138E727 $1.4M 0.51% 54,559 SH
21 T. Rowe Price Cap Apprec Prm Inc ETF TCAL 87283Q784 $1.4M 0.51% 56,823 SH
22 AB Ultra Short Income ETF YEAR 00039J103 $1.4M 0.50% 27,174 SH
23 iShares Russell 3000 IWV 464287689 $1.3M 0.49% 3,512 SH
24 Energy Select Sector SPDRA XLE 81369Y506 $1.2M 0.44% 13,394 SH
25 ProShares S&P 500 Dividend Aristocrats NOBL 74348A467 $1.2M 0.43% 11,509 SH
26 Invesco FTSE RAFI Dev Mkts ex-US ETF PXF 46138E743 $1.2M 0.42% 18,951 SH
27 JPMorgan Short Duration Core Plus ETF JSCP 46641Q274 $1.2M 0.42% 24,291 SH
28 Pacer US Cash Cows 100 ETF COWZ 69374H881 $1.1M 0.42% 19,921 SH
29 APPLE INC. AAPL 037833100 $1.1M 0.40% 4,299 SH
30 WisdomTree India Earnings ETF EPI 97717W422 $1.1M 0.39% 24,112 SH
31 T. Rowe Price Capital Apprec Eq ETF TCAF 87283Q867 $1.0M 0.37% 26,988 SH
32 McCormick & Company Inc MKC 579780206 $931.6K 0.34% 13,923 SH
33 VanEck Morningstar SMID Moat ETF SMOT 92189H730 $698.1K 0.25% 19,350 SH
34 iShares Emerging Markets Dividend ETF DVYE 464286319 $689.8K 0.25% 23,235 SH
35 Vanguard Dividend Apprec Idx ETF VIG 921908844 $682.3K 0.25% 3,162 SH
36 VanEck CLO ETF CLOI 92189H748 $556.8K 0.20% 10,486 SH
37 Exxon Mobil Corporation XOM 30231G102 $556.3K 0.20% 4,934 SH
38 Facebook Inc META 30303M102 $500.8K 0.18% 682 SH
39 Vanguard REIT ETF VNQ 922908553 $478.8K 0.17% 5,237 SH
40 JPMorgan International Rsrch Enh Eq ETF JIRE 46641Q134 $450.5K 0.16% 6,126 SH
41 Ameren Corp AEE 023608102 $431.9K 0.16% 4,138 SH
42 iShares Core MSCI EAFE IEFA 46432F842 $385.3K 0.14% 4,413 SH
43 iShares 3-7 Year Treasury Bond ETF IEI 464288661 $381.2K 0.14% 3,190 SH
44 Automatic Data Processing ADP 053015103 $356.6K 0.13% 1,215 SH
45 TJX Companies Inc TJX 872540109 $347.2K 0.13% 2,402 SH
46 SPDR Blmbg Barclays 1-3 Mth T-Bill ETF BIL 78468R663 $335.3K 0.12% 3,655 SH
47 iShares Core MSCI Emerging Markets IEMG 46434G103 $316.4K 0.12% 4,800 SH
48 iShares High Dividend HDV 46429B663 $307.4K 0.11% 2,510 SH
49 PPL Corp PPL 69351T106 $297.4K 0.11% 8,004 SH
50 Schwab International Equity ETF SCHF 808524805 $294.1K 0.11% 12,631 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-10-16 $274.0M 395 0001574010-25-000006
2025-06-30 2025-07-08 $256.2M 365 0001574010-25-000003