Lowe Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Lowe Wealth Advisors, LLC reported 394 stock positions worth $274.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 30.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.7%) and iShares MSCI USA Min Vol Fac (USMV, 7.5%). Compared with Q2 2025, it opened 38 new positions, sold out of 9, added to 49 and reduced 59. The biggest buy was Vaneck Gold Miners ETF (GDX, shares +0%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −1%).
- Most Recent 13F
- Q3 2025
- Location
- COLUMBIA, MD
- CIK
- 0001574010
- Portfolio Value
- $274.0M (Q3 2025)
- SEC Filing
- 0001574010-25-000006 ↗ filed Oct 16, 2025
Holdings Value
Holdings 394 stocks · $274.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 30.43% | 125,140 | $83.4M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 9.67% | 44,139 | $26.5M | Reduce -0.8% |
| USMV iShares MSCI USA Min Vol Fac | 7.55% | 217,277 | $20.7M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.88% | 167,286 | $13.4M | Add +1.6% |
| SPTS SS SPDR P St Term TSY ETF | 4.75% | 443,942 | $13.0M | Add +4.1% |
| IAU iShares Gold Trust | 4.39% | 165,174 | $12.0M | Reduce -1.4% |
| INFL Horizon Kinetics Infl Benef | 4.09% | 250,770 | $11.2M | Add +2.3% |
| JPST JPMorgan Ultra-Short Income | 3.63% | 196,281 | $10.0M | Reduce -2.3% |
| MINT PIMCO Enhanced Short Maturit | 3.02% | 82,210 | $8.3M | Reduce -1.2% |
| JEPI JPMorgan Equity Premium Inco | 2.38% | 114,096 | $6.5M | Reduce -1.4% |
| IGRO iShares Intl Div Growth ETF | 2.07% | 71,336 | $5.7M | Add +13.0% |
| IYY iShares Dow Jones U.S. ETF | 1.94% | 32,670 | $5.3M | Reduce -3.6% |
| VYM Vanguard High DVD Yield ETF | 1.60% | 31,073 | $4.4M | Add +1.1% |
| GDX Vaneck Gold Miners ETF | 1.37% | 49,221 | $3.8M | Add +0.2% |
| COPX Global X Copper Miners ETF | 1.25% | 57,079 | $3.4M | Reduce -0.6% |
| GII State Street SPDR S&P Global | 0.97% | 38,266 | $2.7M | Add +36.1% |
| MDY State Street SPDR S&P Midcap | 0.95% | 4,351 | $2.6M | Add +0.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.76% | 24,609 | $2.1M | Add +50.6% |
| MSFT Microsoft Corp. | 0.56% | 2,978 | $1.5M | Reduce -0.7% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.51% | 54,559 | $1.4M | Add +2.5% |
| TCAL T Rowe Pre CPT Apr PR in ETF | 0.51% | 56,823 | $1.4M | Add +59.8% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.50% | 27,174 | $1.4M | Reduce -1.6% |
| IWV iShares Russell 3000 ETF | 0.49% | 3,512 | $1.3M | Reduce -7.2% |
| XLE SS Energy Select Sector | 0.44% | 13,394 | $1.2M | Add +67.5% |
| NOBL Proshares S&P 500 Dividend A | 0.43% | 11,509 | $1.2M | Add +10.9% |
| PXF Invesco Rafi Developed Marke | 0.42% | 18,951 | $1.2M | Reduce -1.2% |
| JSCP JPMorgan Short Duration Core | 0.42% | 24,291 | $1.2M | Add +2.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.42% | 19,921 | $1.1M | Add +14.1% |
| AAPL Apple Inc. | 0.40% | 4,299 | $1.1M | Reduce -0.5% |
| EPI Wisdomtree India Earnings | 0.39% | 24,112 | $1.1M | Add +4.4% |
| TCAF T Rowe PRC Cap Appreciation | 0.37% | 26,988 | $1.0M | Add +4.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.34% | 13,923 | $932K | Add +0.0% |
| SMOT Vaneck Morningstar Smid Moat | 0.25% | 19,350 | $698K | Reduce -2.7% |
| DVYE iShares Emerging Markets Div | 0.25% | 23,235 | $690K | Add +2.2% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 3,162 | $682K | No change |
| CLOI Vaneck Clo ETF | 0.20% | 10,486 | $557K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.20% | 4,934 | $556K | No change |
| META Meta Platforms Inc. Class A | 0.18% | 682 | $501K | Reduce -2.9% |
| VNQ Vanguard Real Estate ETF | 0.17% | 5,237 | $479K | Add +4.7% |
| JIRE JPMorgan Int Res Enh Eqty | 0.16% | 6,126 | $451K | Add +89.9% |
| AEE Ameren Corporation | 0.16% | 4,138 | $432K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 4,413 | $385K | Add +0.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 3,190 | $381K | Add +2.4% |
| ADP Automatic Data Processing | 0.13% | 1,215 | $357K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 2,402 | $347K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.12% | 3,655 | $335K | Reduce -4.3% |
| IEMG iShares Core MSCI Emerging | 0.12% | 4,800 | $316K | No change |
| HDV iShares Core High Dividend E | 0.11% | 2,510 | $307K | No change |
| PPL PPL Corp. | 0.11% | 8,004 | $297K | No change |
| SCHF Schwab Intl Equity ETF | 0.11% | 12,631 | $294K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 574 | $289K | No change |
| IVV iShares Core S&P 500 ETF | 0.10% | 428 | $286K | Add +38.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 980 | $277K | No change |
| MPC Marathon Petroleum Corp. | 0.10% | 1,391 | $268K | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 782 | $257K | No change |
| UTG Reaves Utility Income Fund | 0.09% | 6,250 | $248K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.08% | 4,708 | $225K | Add +56.7% |
| AMZN Amazon.com Inc. | 0.08% | 970 | $213K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 426 | $204K | Reduce -0.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 1,909 | $189K | Reduce -10.5% |
| ESGU iShares ESG Aware MSCI USA | 0.07% | 1,243 | $181K | Add +15.6% |
| HSY The Hershey Co. | 0.06% | 937 | $175K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 1,388 | $175K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 524 | $174K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,325 | $171K | No change |
| PEG Public Service Enterprise GP | 0.06% | 2,044 | $171K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.06% | 1,876 | $168K | No change |
| IVW iShares S&P 500 Growth ETF | 0.06% | 1,350 | $163K | Reduce -6.8% |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 2,905 | $157K | Add +0.5% |
| SMH Vaneck Semiconductor ETF | 0.06% | 470 | $153K | Reduce -2.9% |
| ILF iShares Latin America 40 ETF | 0.05% | 5,178 | $150K | Add +121.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 796 | $148K | Add +0.9% |
| T AT&T Inc. | 0.05% | 5,139 | $145K | Add +0.7% |
| DVY iShares Select Dividend ETF | 0.05% | 1,017 | $145K | No change |
| EEM iShares MSCI Emerging Market | 0.05% | 2,640 | $141K | No change |
| V Visa Inc. Class A | 0.05% | 406 | $139K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.05% | 2,070 | $135K | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.05% | 2,013 | $134K | No change |
| LYV Live Nation Entertainment Inc. | 0.05% | 800 | $131K | No change |
| TSLA Tesla Inc. | 0.05% | 291 | $129K | No change |
| IVOL Quadratic Int Rte Vol Infl H | 0.05% | 6,500 | $125K | No change |
| BMI Badger Meter Inc. | 0.05% | 700 | $125K | Reduce -10.3% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,036 | $123K | No change |
| SCHX Schwab US Large-Cap ETF | 0.04% | 4,595 | $121K | Add +5.1% |
| PSK SS SPDR Ice Pref Sec ETF | 0.04% | 3,538 | $117K | No change |
| BR Broadridge Financial Solutio | 0.04% | 491 | $117K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 400 | $112K | No change |
| HD Home Depot Inc. | 0.04% | 276 | $112K | No change |
| PRU Prudential Financial Inc. | 0.04% | 1,071 | $111K | Reduce -2.9% |
| CEF Sprott Physical Gold and Sil | 0.04% | 3,000 | $110K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 449 | $109K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 1,032 | $108K | Reduce -4.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $106K | No change |
| OIH Vaneck Oil Services ETF | 0.04% | 399 | $104K | Add +200.0% |
| JNJ Johnson & Johnson | 0.04% | 557 | $103K | Reduce -5.6% |
| ENB Enbridge Inc. | 0.04% | 1,982 | $100K | No change |
| CWI State Street SPDR MSCI Acwi | 0.04% | 2,864 | $100K | No change |
| GRMN Garmin Ltd. | 0.04% | 400 | $98K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.04% | 4,937 | $98K | No change |
| SBUX Starbucks Corp. | 0.04% | 1,136 | $96K | Reduce -0.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $139 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 1,780 | $139 | No change |
Total filed on the 13F, all lines: $274.0M.
Portfolio Sells Q2 2025 → Q3 2025
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.4% | 7.55% | −0.53 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.3% | 3.63% | −0.34 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 30.43% | −0.28 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.2% | 3.02% | −0.24 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.4% | 2.38% | −0.19 |
| IYY iShares Dow Jones U.S. ETF | Reduce -3.6% | 1.94% | −0.06 |
| YEAR AB Ultra Short Income ETF | Reduce -1.6% | 0.50% | −0.04 |
| IWV iShares Russell 3000 ETF | Reduce -7.2% | 0.49% | −0.03 |
| BMI Badger Meter Inc. | Reduce -10.3% | 0.05% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 0.18% | −0.02 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.56% | −0.02 |
| IBTL iShares Ibonds Dec 2031 Term | Reduce -52.9% | 0.01% | −0.02 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -2.7% | 0.25% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -4.3% | 0.12% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -43.0% | 0.01% | −0.01 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -10.5% | 0.07% | −0.01 |
| PXF Invesco Rafi Developed Marke | Reduce -1.2% | 0.42% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -2.9% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Reduce -0.3% | 0.04% | −0.01 |
| AMGN Amgen Inc. | Reduce -9.7% | 0.03% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -38.7% | 0.01% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -76.2% | 0.00% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.02% | −0.00 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -33.3% | 0.01% | −0.00 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -9.5% | 0.02% | −0.00 |
| MCD McDonald's Corp. | Reduce -16.7% | 0.01% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.8% | 0.06% | −0.00 |
| WM Waste Management Inc. | Reduce -16.4% | 0.01% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.03% | −0.00 |
| HELO JPMorgan Hedged Equity ETF | Reduce -1.2% | 0.05% | −0.00 |
| ECL Ecolab Inc. | Reduce -63.0% | 0.00% | −0.00 |
| ARCC Ares Capital Corp. | Reduce -12.1% | 0.01% | −0.00 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -5.5% | 0.03% | −0.00 |
| SRE Sempra | Sold out | 0.00% | −0.00 |
| PNW Pinnacle West Capital | Reduce -66.0% | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -6.9% | 0.01% | −0.00 |
| FTNT Fortinet Inc. | Reduce -13.0% | 0.00% | −0.00 |
| CRM Salesforce Inc. | Reduce -11.4% | 0.00% | −0.00 |
| AES AES Corp. | Sold out | 0.00% | −0.00 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.00 |
| COP Conocophillips | Reduce -18.0% | 0.00% | −0.00 |
| ITW Illinois Tool Works | Reduce -72.7% | 0.00% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -50.0% | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Reduce -21.7% | 0.00% | −0.00 |
| CVX Chevron Corp. | Reduce -3.3% | 0.04% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.3% | 0.04% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.00 |
| DOW Dow Inc. | Reduce -51.8% | 0.00% | −0.00 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| GDX Vaneck Gold Miners ETF | Add +0.2% | 1.37% | +0.37 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +50.6% | 0.76% | +0.25 |
| GII State Street SPDR S&P Global | Add +36.1% | 0.97% | +0.23 |
| XLE SS Energy Select Sector | Add +67.5% | 0.44% | +0.17 |
| TCAL T Rowe Pre CPT Apr PR in ETF | Add +59.8% | 0.51% | +0.16 |
| IGRO iShares Intl Div Growth ETF | Add +13.0% | 2.07% | +0.13 |
| JIRE JPMorgan Int Res Enh Eqty | Add +89.9% | 0.16% | +0.08 |
| INFL Horizon Kinetics Infl Benef | Add +2.3% | 4.09% | +0.06 |
| COWZ Pacer US Cash Cows 100 ETF | Add +14.1% | 0.42% | +0.04 |
| ILF iShares Latin America 40 ETF | Add +121.2% | 0.05% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +38.5% | 0.10% | +0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +56.7% | 0.08% | +0.03 |
| OIH Vaneck Oil Services ETF | Add +200.0% | 0.04% | +0.03 |
| NOBL Proshares S&P 500 Dividend A | Add +10.9% | 0.43% | +0.03 |
| PPTA Perpetua Resources Corp. | Add +107.1% | 0.03% | +0.02 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +2.5% | 0.51% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +3750.0% | 0.02% | +0.02 |
| TCAF T Rowe PRC Cap Appreciation | Add +4.7% | 0.37% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +41.8% | 0.03% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Add +15.6% | 0.07% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +80.0% | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +96.2% | 0.01% | +0.00 |
| DELL Dell Technologies -C | Add +98.7% | 0.01% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +5.1% | 0.04% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.00% | +0.00 |
| BND Vanguard Total Bond Market | New | 0.00% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +19.7% | 0.01% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.06% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.00% | +0.00 |
| BKLN Invesco Senior Loan ETF | New | 0.00% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.00% | +0.00 |
| IVE iShares S&P 500 Value ETF | New | 0.00% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.00% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +5.2% | 0.01% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +23.3% | 0.01% | +0.00 |
| USHY iShares Broad Usd High Yield | New | 0.00% | +0.00 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.00% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | New | 0.00% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +74.1% | 0.00% | +0.00 |
| SPIP SS SPDR P Tips ETF | New | 0.00% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +4.7% | 0.17% | +0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.00% | +0.00 |
| HPQ HP Inc. | New | 0.00% | +0.00 |
| HPE Hewlett Packard Enterprise | New | 0.00% | +0.00 |
| IWD iShares Russell 1000 Value E | New | 0.00% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 394 | $274.0M | SPY, QQQ, USMV, VCSH, SPTS |
| Q2 2025 | 365 | $256.2M | SPY, QQQ, USMV, VCSH, SPTS |
| Q1 2025 | 372 | $235.4M | SPY, QQQ, USMV, VCSH, SPTS |
| Q4 2024 | 359 | $234.7M | SPY, QQQ, USMV, VCSH, SPTS |
| Q3 2024 | 317 | $232.1M | SPY, QQQ, USMV, VCSH, JPST |
| Q2 2024 | 314 | $219.5M | SPY, QQQ, USMV, VCSH, JPST |
| Q1 2024 | 306 | $214.7M | SPY, QQQ, USMV, VCSH, JPST |