Lowe Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 9, 2024), Lowe Wealth Advisors, LLC reported 306 stock positions worth $214.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 33.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 10.5%) and iShares MSCI USA Min Vol Fac (USMV, 9.2%). Compared with Q4 2023, it opened 8 new positions, sold out of 15, added to 34 and reduced 58. The biggest buy was Global X Copper Miners ETF (COPX, shares +62%) and the biggest sale Proshares Short S&P500 (shares −83%).
- Most Recent 13F
- Q3 2025
- Location
- COLUMBIA, MD
- CIK
- 0001574010
- Portfolio Value
- $214.7M (Q1 2024)
- SEC Filing
- 0001574010-24-000002 ↗ filed Apr 9, 2024
Holdings Value
Holdings 306 stocks · $214.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 33.07% | 135,764 | $71.0M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 10.47% | 50,646 | $22.5M | Reduce -0.5% |
| USMV iShares MSCI USA Min Vol Fac | 9.20% | 236,292 | $19.7M | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.51% | 153,086 | $11.8M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 4.71% | 200,595 | $10.1M | Add +1.3% |
| MINT PIMCO Enhanced Short Maturit | 4.18% | 89,256 | $9.0M | Reduce -1.6% |
| SPTS SS SPDR P St Term TSY ETF | 3.49% | 259,473 | $7.5M | Add +12.5% |
| IAU iShares Gold Trust | 3.25% | 166,379 | $7.0M | Reduce -0.2% |
| INFL Horizon Kinetics Infl Benef | 3.25% | 214,025 | $7.0M | Add +3.0% |
| JEPI JPMorgan Equity Premium Inco | 2.47% | 91,614 | $5.3M | Add +6.3% |
| IYY iShares Dow Jones U.S. ETF | 2.16% | 36,158 | $4.6M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 1.64% | 29,070 | $3.5M | Reduce -2.9% |
| XLE SS Energy Select Sector | 1.06% | 24,030 | $2.3M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 1.00% | 3,869 | $2.2M | Add +1.0% |
| NOBL Proshares S&P 500 Dividend A | 0.94% | 20,002 | $2.0M | Add +23.1% |
| IWV iShares Russell 3000 ETF | 0.67% | 4,816 | $1.4M | Reduce -1.0% |
| GDX Vaneck Gold Miners ETF | 0.59% | 40,405 | $1.3M | Add +14.1% |
| JSCP JPMorgan Short Duration Core | 0.57% | 26,315 | $1.2M | Add +1.6% |
| MSFT Microsoft Corp. | 0.54% | 2,749 | $1.2M | Add +2.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.51% | 14,234 | $1.1M | Add +0.0% |
| COPX Global X Copper Miners ETF | 0.48% | 24,397 | $1.0M | Add +61.6% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.47% | 19,860 | $1.0M | Add +31.6% |
| SMH Vaneck Semiconductor ETF | 0.46% | 4,420 | $994K | Reduce -1.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.40% | 17,670 | $869K | Add +49.8% |
| EPI Wisdomtree India Earnings | 0.39% | 19,330 | $842K | Add +2.5% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.37% | 41,023 | $798K | Add +11.0% |
| PXF Invesco Rafi Developed Marke | 0.34% | 14,741 | $732K | Reduce -1.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.32% | 11,660 | $678K | Add +46.6% |
| EWZ iShares MSCI Brazil ETF | 0.29% | 19,257 | $624K | Add +35.8% |
| AAPL Apple Inc. | 0.28% | 3,476 | $596K | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.27% | 4,938 | $574K | No change |
| PROSHARES SHORT S&P500 | 0.20% | 35,311 | $419K | Reduce -82.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 5,457 | $405K | Reduce -13.8% |
| META Meta Platforms Inc. Class A | 0.15% | 672 | $326K | No change |
| SMOT Vaneck Morningstar Smid Moat | 0.15% | 9,470 | $323K | Add +8.3% |
| IEMG iShares Core MSCI Emerging | 0.15% | 6,225 | $321K | Reduce -14.2% |
| AEE Ameren Corporation | 0.14% | 4,138 | $306K | No change |
| ADP Automatic Data Processing | 0.14% | 1,215 | $303K | No change |
| HDV iShares Core High Dividend E | 0.14% | 2,654 | $292K | Reduce -0.9% |
| MPC Marathon Petroleum Corp. | 0.13% | 1,436 | $289K | Reduce -1.7% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.12% | 4,060 | $265K | Reduce -4.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 4,040 | $265K | Reduce -6.6% |
| DVYE iShares Emerging Markets Div | 0.12% | 10,040 | $263K | Reduce -1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 2,402 | $244K | No change |
| PPL PPL Corp. | 0.10% | 8,089 | $223K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.10% | 7,243 | $219K | New |
| UTG Reaves Utility Income Fund | 0.10% | 8,100 | $218K | Add +1.3% |
| XOP SS SPDR S&P Og Exp & Prod | 0.10% | 1,365 | $211K | Add +65.5% |
| BMI Badger Meter Inc. | 0.09% | 1,220 | $197K | Reduce -23.8% |
| VNQ Vanguard Real Estate ETF | 0.09% | 2,266 | $196K | Add +25.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.09% | 2,090 | $188K | Add +15.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 980 | $187K | No change |
| HSY The Hershey Co. | 0.08% | 933 | $181K | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 2,822 | $175K | Reduce -12.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 1,588 | $160K | Reduce -11.2% |
| IVOL Quadratic Int Rte Vol Infl H | 0.07% | 8,200 | $155K | Reduce -61.6% |
| AMZN Amazon.com Inc. | 0.07% | 855 | $154K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.07% | 3,345 | $142K | Add +311.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 411 | $141K | Reduce -37.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 542 | $141K | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 1,648 | $139K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,175 | $138K | No change |
| LNKB Linkbancorp Inc. | 0.06% | 19,752 | $137K | No change |
| PEG Public Service Enterprise GP | 0.06% | 2,044 | $136K | No change |
| V Visa Inc. Class A | 0.06% | 458 | $128K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,075 | $124K | Reduce -15.7% |
| PSK SS SPDR Ice Pref Sec ETF | 0.06% | 3,538 | $123K | No change |
| KO The Coca-Cola Co. | 0.06% | 2,013 | $123K | No change |
| CVX Chevron Corp. | 0.05% | 738 | $116K | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.05% | 2,415 | $115K | Add +2.1% |
| PRU Prudential Financial Inc. | 0.05% | 976 | $115K | Reduce -9.3% |
| AIVL Wisdomtree US AI Enhanced Va | 0.05% | 1,083 | $110K | Reduce -8.4% |
| EWW iShares MSCI Mexico ETF | 0.05% | 1,590 | $110K | New |
| SCHF Schwab Intl Equity ETF | 0.05% | 2,732 | $107K | No change |
| XHB SS SPDR S&P Homebldrs ETF | 0.05% | 945 | $105K | New |
| VZ Verizon Communications Inc. | 0.05% | 2,493 | $105K | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.05% | 658 | $104K | Reduce -11.8% |
| SBUX Starbucks Corp. | 0.05% | 1,108 | $101K | No change |
| BR Broadridge Financial Solutio | 0.05% | 491 | $101K | No change |
| HD Home Depot Inc. | 0.05% | 259 | $99K | No change |
| LMT Lockheed Martin Corp. | 0.05% | 217 | $99K | Reduce -28.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,070 | $88K | Reduce -20.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $87K | Add +84.7% |
| LYV Live Nation Entertainment Inc. | 0.04% | 800 | $85K | No change |
| SLF Sun Life Financial Inc. | 0.04% | 1,533 | $84K | Add +0.1% |
| DVY iShares Select Dividend ETF | 0.04% | 667 | $82K | No change |
| CEF Sprott Physical Gold and Sil | 0.04% | 4,000 | $81K | No change |
| CWI State Street SPDR MSCI Acwi | 0.04% | 2,864 | $81K | No change |
| EEM iShares MSCI Emerging Market | 0.04% | 1,961 | $81K | Add +99.9% |
| INTC Intel Corp. | 0.04% | 1,792 | $79K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 646 | $79K | Reduce -13.4% |
| GIS General Mills Inc. | 0.04% | 1,117 | $78K | No change |
| MRK Merck & Co. Inc. | 0.03% | 562 | $74K | Reduce -8.9% |
| AMP Ameriprise Financial Inc. | 0.03% | 167 | $73K | No change |
| ROK Rockwell Automation Inc. | 0.03% | 248 | $72K | No change |
| IDV iShares International Select | 0.03% | 2,410 | $68K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 412 | $67K | No change |
| FCX Freeport-McMoran Inc. | 0.03% | 1,330 | $63K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 452 | $61K | No change |
| RTX RTX Corp. | 0.03% | 628 | $61K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WHEELER REIT INC (WHLR 9 PERP B) | CV PFD SER B | 700 | $1K | No change |
Total filed on the 13F, all lines: $214.7M.
Portfolio Sells Q4 2023 → Q1 2024
| PROSHARES SHORT S&P500 | Reduce -82.8% | 0.20% | −1.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.3% | 5.51% | −0.37 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.6% | 4.18% | −0.30 |
| XLV SS Health Care Select Sector | Reduce -97.2% | 0.01% | −0.17 |
| IVOL Quadratic Int Rte Vol Infl H | Reduce -61.6% | 0.07% | −0.15 |
| GNR State Street SPDR S&P Global | Reduce -90.6% | 0.01% | −0.12 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.11 |
| AAPL Apple Inc. | Reduce -2.8% | 0.28% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -37.8% | 0.07% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -14.2% | 0.15% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -13.8% | 0.19% | −0.03 |
| BMI Badger Meter Inc. | Reduce -23.8% | 0.09% | −0.03 |
| ZM Zoom Communications Inc. | Reduce -4.7% | 0.12% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -28.1% | 0.05% | −0.02 |
| XAR SS SPDR S&P Aerospace Def | Reduce -65.9% | 0.01% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.9% | 1.64% | −0.02 |
| TY Tri-Continental Corp. | Reduce -42.6% | 0.02% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -20.7% | 0.04% | −0.01 |
| ENVX Enovix Corp. | Reduce -91.8% | 0.00% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -6.6% | 0.12% | −0.01 |
| PXF Invesco Rafi Developed Marke | Reduce -1.8% | 0.34% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -33.3% | 0.02% | −0.01 |
| DVYE iShares Emerging Markets Div | Reduce -1.2% | 0.12% | −0.01 |
| XLK SS Technology Select Sector | Reduce -48.7% | 0.01% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -30.6% | 0.02% | −0.01 |
| JNJ Johnson & Johnson | Reduce -11.8% | 0.05% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -15.7% | 0.06% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -12.4% | 0.08% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -25.7% | 0.03% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.01 |
| LEG Leggett & Platt Inc. | Sold out | 0.00% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -11.2% | 0.07% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -50.0% | 0.00% | −0.01 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -8.4% | 0.05% | −0.00 |
| AMGN Amgen Inc. | Reduce -5.6% | 0.03% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -30.6% | 0.01% | −0.00 |
| ENPH Enphase Energy Inc. | Reduce -34.8% | 0.00% | −0.00 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.00 |
| MCD McDonald's Corp. | Reduce -2.6% | 0.02% | −0.00 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -58.3% | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -20.0% | 0.01% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -26.5% | 0.01% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -85.6% | 0.00% | −0.00 |
| GMF State Street SPDR S&P Emergi | Reduce -30.8% | 0.00% | −0.00 |
| AXP American Express Co. | Sold out | 0.00% | −0.00 |
| ESGD iShares Trust iShares ESG Aw | Reduce -12.5% | 0.01% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -9.3% | 0.05% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| COPX Global X Copper Miners ETF | Add +61.6% | 0.48% | +0.20 |
| NOBL Proshares S&P 500 Dividend A | Add +23.1% | 0.94% | +0.18 |
| SPTS SS SPDR P St Term TSY ETF | Add +12.5% | 3.49% | +0.18 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +49.8% | 0.40% | +0.12 |
| JEPI JPMorgan Equity Premium Inco | Add +6.3% | 2.47% | +0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Add +46.6% | 0.32% | +0.11 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.10% | +0.10 |
| YEAR AB Ultra Short Income ETF | Add +31.6% | 0.47% | +0.09 |
| XLE SS Energy Select Sector | Add +0.1% | 1.06% | +0.06 |
| GDX Vaneck Gold Miners ETF | Add +14.1% | 0.59% | +0.05 |
| EWW iShares MSCI Mexico ETF | New | 0.05% | +0.05 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +311.4% | 0.07% | +0.05 |
| XHB SS SPDR S&P Homebldrs ETF | New | 0.05% | +0.05 |
| EWZ iShares MSCI Brazil ETF | Add +35.8% | 0.29% | +0.05 |
| XOP SS SPDR S&P Og Exp & Prod | Add +65.5% | 0.10% | +0.04 |
| MDY State Street SPDR S&P Midcap | Add +1.0% | 1.00% | +0.04 |
| MSFT Microsoft Corp. | Add +2.6% | 0.54% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.0% | 0.51% | +0.03 |
| DXJ Wisdomtree Japan Hedged Eq | New | 0.03% | +0.03 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +11.0% | 0.37% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +84.7% | 0.04% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +99.9% | 0.04% | +0.02 |
| SMOT Vaneck Morningstar Smid Moat | Add +8.3% | 0.15% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +25.5% | 0.09% | +0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +15.5% | 0.09% | +0.01 |
| EPI Wisdomtree India Earnings | Add +2.5% | 0.39% | +0.01 |
| MET Metlife Inc. | Add +1030.8% | 0.01% | +0.01 |
| INFL Horizon Kinetics Infl Benef | Add +3.0% | 3.25% | +0.01 |
| CLOI Vaneck Clo ETF | New | 0.00% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +48.1% | 0.01% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +50.0% | 0.00% | +0.00 |
| PANW Palo Alto Networks Inc. | New | 0.00% | +0.00 |
| BHF Brighthouse Financial Inc. | New | 0.00% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +0.9% | 0.01% | 0.00 |
| SLF Sun Life Financial Inc. | Add +0.1% | 0.04% | −0.00 |
| CVS CVS Health Corp. | Add +0.5% | 0.01% | −0.00 |
| HSY The Hershey Co. | Add +0.1% | 0.08% | −0.00 |
| QLTA iShares Aaa - A Rated Corpor | Add +2.1% | 0.05% | −0.00 |
| UTG Reaves Utility Income Fund | Add +1.3% | 0.10% | −0.00 |
| JSCP JPMorgan Short Duration Core | Add +1.6% | 0.57% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Add +1.3% | 4.71% | −0.21 |
Notes & Other Activity Q4 2023 → Q1 2024
| COSTAMARE INC (CMRE 8.5 PERP C) | PRD | Sold out | 287 | $7Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |