Lowe Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 9, 2024), Lowe Wealth Advisors, LLC reported 314 stock positions worth $219.5 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, 10.8%) and iShares MSCI USA Min Vol Fac (USMV, 8.9%). Compared with Q1 2024, it opened 28 new positions, sold out of 21, added to 40 and reduced 57. The biggest buy was SS SPDR P St Term TSY ETF (SPTS, shares +13%) and the biggest sale iShares MSCI USA Min Vol Fac (USMV, shares −2%).
- Most Recent 13F
- Q3 2025
- Location
- COLUMBIA, MD
- CIK
- 0001574010
- Portfolio Value
- $219.5M (Q2 2024)
- SEC Filing
- 0001574010-24-000003 ↗ filed Jul 9, 2024
Holdings Value
Holdings 314 stocks · $219.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 33.08% | 133,424 | $72.6M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 10.82% | 49,586 | $23.8M | Reduce -2.1% |
| USMV iShares MSCI USA Min Vol Fac | 8.86% | 231,723 | $19.5M | Reduce -1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.26% | 149,448 | $11.5M | Reduce -2.4% |
| JPST JPMorgan Ultra-Short Income | 4.67% | 203,025 | $10.2M | Add +1.2% |
| MINT PIMCO Enhanced Short Maturit | 3.99% | 87,007 | $8.8M | Reduce -2.5% |
| SPTS SS SPDR P St Term TSY ETF | 3.85% | 293,057 | $8.5M | Add +12.9% |
| IAU iShares Gold Trust | 3.34% | 166,966 | $7.3M | Add +0.3% |
| INFL Horizon Kinetics Infl Benef | 3.32% | 222,824 | $7.3M | Add +4.1% |
| JEPI JPMorgan Equity Premium Inco | 2.52% | 97,577 | $5.5M | Add +6.5% |
| IYY iShares Dow Jones U.S. ETF | 2.14% | 35,581 | $4.7M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 1.33% | 24,540 | $2.9M | Reduce -15.6% |
| NOBL Proshares S&P 500 Dividend A | 1.02% | 23,208 | $2.2M | Add +16.0% |
| XLE SS Energy Select Sector | 0.97% | 23,382 | $2.1M | Reduce -2.7% |
| MDY State Street SPDR S&P Midcap | 0.93% | 3,819 | $2.0M | Reduce -1.3% |
| GDX Vaneck Gold Miners ETF | 0.70% | 45,177 | $1.5M | Add +11.8% |
| COPX Global X Copper Miners ETF | 0.68% | 33,074 | $1.5M | Add +35.6% |
| IWV iShares Russell 3000 ETF | 0.65% | 4,616 | $1.4M | Reduce -4.2% |
| MSFT Microsoft Corp. | 0.55% | 2,689 | $1.2M | Reduce -2.2% |
| SMH Vaneck Semiconductor ETF | 0.50% | 4,220 | $1.1M | Reduce -4.5% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.49% | 21,380 | $1.1M | Add +7.7% |
| JSCP JPMorgan Short Duration Core | 0.48% | 22,538 | $1.0M | Reduce -14.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.45% | 13,912 | $987K | Reduce -2.3% |
| EPI Wisdomtree India Earnings | 0.43% | 19,328 | $933K | Reduce -0.0% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.40% | 43,232 | $875K | Add +5.4% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.39% | 19,640 | $855K | Add +11.2% |
| PXF Invesco Rafi Developed Marke | 0.36% | 16,409 | $799K | Add +11.3% |
| AAPL Apple Inc. | 0.33% | 3,474 | $732K | Reduce -0.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.33% | 13,217 | $720K | Add +13.3% |
| EWZ iShares MSCI Brazil ETF | 0.29% | 23,096 | $631K | Add +19.9% |
| XOM Exxon Mobil Corp. | 0.26% | 4,913 | $566K | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 2,525 | $461K | Add +3179.2% |
| TCAF T Rowe PRC Cap Appreciation | 0.18% | 12,530 | $394K | Add +73.0% |
| DVYE iShares Emerging Markets Div | 0.18% | 14,322 | $389K | Add +42.6% |
| META Meta Platforms Inc. Class A | 0.16% | 691 | $348K | Add +2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 4,707 | $342K | Reduce -13.7% |
| SMOT Vaneck Morningstar Smid Moat | 0.15% | 10,164 | $325K | Add +7.3% |
| IEMG iShares Core MSCI Emerging | 0.14% | 5,865 | $314K | Reduce -5.8% |
| AEE Ameren Corporation | 0.13% | 4,138 | $294K | No change |
| ADP Automatic Data Processing | 0.13% | 1,215 | $290K | No change |
| HDV iShares Core High Dividend E | 0.13% | 2,535 | $276K | Reduce -4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,402 | $264K | No change |
| MPC Marathon Petroleum Corp. | 0.11% | 1,436 | $249K | No change |
| PPL PPL Corp. | 0.10% | 8,089 | $224K | No change |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,552 | $214K | Add +12.6% |
| UTG Reaves Utility Income Fund | 0.10% | 7,750 | $212K | Reduce -4.3% |
| AMZN Amazon.com Inc. | 0.08% | 915 | $177K | Add +7.0% |
| HSY The Hershey Co. | 0.08% | 934 | $172K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 980 | $169K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.08% | 1,588 | $165K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 429 | $160K | Add +4.4% |
| BMI Badger Meter Inc. | 0.07% | 860 | $160K | Reduce -29.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.07% | 1,840 | $159K | Reduce -12.0% |
| XOP SS SPDR S&P Og Exp & Prod | 0.07% | 1,077 | $157K | Reduce -21.1% |
| IVW iShares S&P 500 Growth ETF | 0.07% | 1,648 | $153K | No change |
| IVOL Quadratic Int Rte Vol Infl H | 0.07% | 8,200 | $152K | No change |
| PEG Public Service Enterprise GP | 0.07% | 2,044 | $151K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 542 | $145K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.06% | 3,258 | $137K | Reduce -2.6% |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,175 | $133K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,075 | $128K | No change |
| KO The Coca-Cola Co. | 0.06% | 2,013 | $128K | No change |
| V Visa Inc. Class A | 0.05% | 458 | $120K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.05% | 3,538 | $120K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 1,735 | $118K | Reduce -57.0% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 1,796 | $115K | Reduce -36.4% |
| PRU Prudential Financial Inc. | 0.05% | 976 | $114K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,036 | $111K | Add +690.8% |
| EEM iShares MSCI Emerging Market | 0.05% | 2,561 | $109K | Add +30.6% |
| PROSHARES SHORT S&P500 | 0.05% | 9,440 | $108K | Reduce -73.3% |
| EWW iShares MSCI Mexico ETF | 0.05% | 1,848 | $105K | Add +16.2% |
| IBTF iShares Ibonds Dec 2025 Term | 0.05% | 4,429 | $103K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.05% | 1,495 | $102K | New |
| QLTA iShares Aaa - A Rated Corpor | 0.05% | 2,185 | $102K | Reduce -9.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 4,402 | $100K | New |
| VIGI Vanguard Int Div App Indx FD | 0.05% | 1,225 | $100K | New |
| BR Broadridge Financial Solutio | 0.04% | 491 | $97K | No change |
| CVX Chevron Corp. | 0.04% | 618 | $97K | Reduce -16.3% |
| JNJ Johnson & Johnson | 0.04% | 646 | $94K | Reduce -1.8% |
| LNKB Linkbancorp Inc. | 0.04% | 14,814 | $91K | Reduce -25.0% |
| SBUX Starbucks Corp. | 0.04% | 1,153 | $90K | Add +4.1% |
| HD Home Depot Inc. | 0.04% | 259 | $89K | No change |
| CEF Sprott Physical Gold and Sil | 0.04% | 4,000 | $88K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 187 | $87K | Reduce -13.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $87K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.04% | 863 | $86K | Reduce -20.3% |
| VZ Verizon Communications Inc. | 0.04% | 2,077 | $86K | Reduce -16.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,035 | $85K | Reduce -3.3% |
| SCHF Schwab Intl Equity ETF | 0.04% | 2,138 | $82K | Reduce -21.7% |
| CWI State Street SPDR MSCI Acwi | 0.04% | 2,864 | $81K | No change |
| DVY iShares Select Dividend ETF | 0.04% | 667 | $81K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 452 | $79K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 1,331 | $78K | Add +1167.6% |
| LYV Live Nation Entertainment Inc. | 0.03% | 816 | $76K | Add +2.0% |
| SLF Sun Life Financial Inc. | 0.03% | 1,535 | $75K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 300 | $75K | New |
| GIS General Mills Inc. | 0.03% | 1,117 | $71K | No change |
| IGRO iShares Intl Div Growth ETF | 0.03% | 1,039 | $70K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 758 | $70K | Add +99.5% |
| COST Costco Wholesale Corp. | 0.03% | 81 | $69K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WHEELER REIT INC (WHLR 9 PERP B) | CV PFD SER B | 700 | $2K | No change |
Total filed on the 13F, all lines: $219.5M.
Portfolio Sells Q1 2024 → Q2 2024
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.9% | 8.86% | −0.33 |
| VYM Vanguard High DVD Yield ETF | Reduce -15.6% | 1.33% | −0.31 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.4% | 5.26% | −0.25 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.5% | 3.99% | −0.19 |
| PROSHARES SHORT S&P500 | Reduce -73.3% | 0.05% | −0.15 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.12 |
| JSCP JPMorgan Short Duration Core | Reduce -14.3% | 0.48% | −0.09 |
| XLE SS Energy Select Sector | Reduce -2.7% | 0.97% | −0.09 |
| MDY State Street SPDR S&P Midcap | Reduce -1.3% | 0.93% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -57.0% | 0.05% | −0.07 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -2.3% | 0.45% | −0.06 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -13.7% | 0.16% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -36.4% | 0.05% | −0.03 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -21.1% | 0.07% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -4.2% | 0.65% | −0.02 |
| LNKB Linkbancorp Inc. | Reduce -25.0% | 0.04% | −0.02 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.02 |
| PROSHARES SHORT QQQ | Sold out | 0.00% | −0.02 |
| BMI Badger Meter Inc. | Reduce -29.5% | 0.07% | −0.02 |
| RTX RTX Corp. | Reduce -61.6% | 0.01% | −0.02 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -65.8% | 0.01% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -12.0% | 0.07% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -40.1% | 0.02% | −0.01 |
| SNSR Global X Internet of Things | Sold out | 0.00% | −0.01 |
| IYY iShares Dow Jones U.S. ETF | Reduce -1.6% | 2.14% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -21.7% | 0.04% | −0.01 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -20.3% | 0.04% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -4.5% | 0.13% | −0.01 |
| CVX Chevron Corp. | Reduce -16.3% | 0.04% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.26% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -16.7% | 0.04% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.01 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -9.5% | 0.05% | −0.01 |
| CVS CVS Health Corp. | Reduce -24.8% | 0.01% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -5.8% | 0.14% | −0.01 |
| EXC Exelon Corp. | Reduce -49.2% | 0.01% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -13.8% | 0.04% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -50.0% | 0.01% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.01 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.04% | −0.01 |
| XYZ Block Inc. | Reduce -29.8% | 0.01% | −0.01 |
| UTG Reaves Utility Income Fund | Reduce -4.3% | 0.10% | −0.01 |
| P Everpure Inc. Class A | Reduce -47.8% | 0.01% | −0.01 |
| GNR State Street SPDR S&P Global | Reduce -37.9% | 0.01% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -5.3% | 0.03% | −0.00 |
| EPD Enterprise Products Partners | Reduce -33.3% | 0.01% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| SPTS SS SPDR P St Term TSY ETF | Add +12.9% | 3.85% | +0.36 |
| VIG Vanguard Dividend Apprec ETF | Add +3179.2% | 0.21% | +0.20 |
| COPX Global X Copper Miners ETF | Add +35.6% | 0.68% | +0.20 |
| GDX Vaneck Gold Miners ETF | Add +11.8% | 0.70% | +0.10 |
| IAU iShares Gold Trust | Add +0.3% | 3.34% | +0.09 |
| TCAF T Rowe PRC Cap Appreciation | Add +73.0% | 0.18% | +0.08 |
| INFL Horizon Kinetics Infl Benef | Add +4.1% | 3.32% | +0.07 |
| NOBL Proshares S&P 500 Dividend A | Add +16.0% | 1.02% | +0.07 |
| DVYE iShares Emerging Markets Div | Add +42.6% | 0.18% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +6.5% | 2.52% | +0.05 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.05% | +0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.05% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| VIGI Vanguard Int Div App Indx FD | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +690.8% | 0.05% | +0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.03% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1167.6% | 0.04% | +0.03 |
| IGRO iShares Intl Div Growth ETF | New | 0.03% | +0.03 |
| JOE The St Joe Co. | New | 0.03% | +0.03 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +5.4% | 0.40% | +0.03 |
| YEAR AB Ultra Short Income ETF | Add +7.7% | 0.49% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +9038.5% | 0.02% | +0.02 |
| PXF Invesco Rafi Developed Marke | Add +11.3% | 0.36% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | New | 0.02% | +0.02 |
| OMFL Invesco Russell 1000 DYN M/F | New | 0.02% | +0.02 |
| GLNG Golar LNG Ltd. | New | 0.02% | +0.02 |
| VALE Vale SA-SP ADR | New | 0.02% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.02% | +0.02 |
| GII State Street SPDR S&P Global | New | 0.02% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +99.5% | 0.03% | +0.02 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | New | 0.01% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +13.3% | 0.33% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +30.6% | 0.05% | +0.01 |
| HELO JPMorgan Hedged Equity ETF | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +7.0% | 0.08% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.4% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +2.8% | 0.16% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +12.6% | 0.10% | +0.01 |
| SOXX iShares Semiconductor ETF | New | 0.01% | +0.01 |
| SBR Sabine Royalty Trust | New | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +7.8% | 0.02% | +0.00 |
| AEM Agnico Eagle Mines Ltd. | Add +53.6% | 0.01% | +0.00 |
| ARCC Ares Capital Corp. | New | 0.00% | +0.00 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.00% | +0.00 |
| NCLH Norwegian Cruise Line Holdin | New | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.00% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +75.0% | 0.00% | +0.00 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.00% | +0.00 |
| IBTH iShares Ibonds Dec 2027 Term | 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 |