Lowe Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 2, 2024), Lowe Wealth Advisors, LLC reported 317 stock positions worth $232.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 32.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.9%) and iShares MSCI USA Min Vol Fac (USMV, 9.1%). Compared with Q2 2024, it opened 13 new positions, sold out of 10, added to 51 and reduced 41. The biggest buy was Horizon Kinetics Infl Benef (INFL, shares +3%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −5%).
- Most Recent 13F
- Q3 2025
- Location
- COLUMBIA, MD
- CIK
- 0001574010
- Portfolio Value
- $232.1M (Q3 2024)
- SEC Filing
- 0001574010-24-000005 ↗ filed Oct 2, 2024
Holdings Value
Holdings 317 stocks · $232.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 32.63% | 132,009 | $75.7M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 9.93% | 47,206 | $23.0M | Reduce -4.8% |
| USMV iShares MSCI USA Min Vol Fac | 9.12% | 231,921 | $21.2M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.31% | 155,322 | $12.3M | Add +3.9% |
| JPST JPMorgan Ultra-Short Income | 4.36% | 199,294 | $10.1M | Reduce -1.8% |
| SPTS SS SPDR P St Term TSY ETF | 4.03% | 317,780 | $9.3M | Add +8.4% |
| INFL Horizon Kinetics Infl Benef | 3.73% | 230,564 | $8.7M | Add +3.5% |
| MINT PIMCO Enhanced Short Maturit | 3.71% | 85,642 | $8.6M | Reduce -1.6% |
| IAU iShares Gold Trust | 3.60% | 168,076 | $8.4M | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 2.59% | 101,177 | $6.0M | Add +3.7% |
| IYY iShares Dow Jones U.S. ETF | 2.10% | 34,982 | $4.9M | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 1.43% | 25,841 | $3.3M | Add +5.3% |
| NOBL Proshares S&P 500 Dividend A | 1.09% | 23,673 | $2.5M | Add +2.0% |
| MDY State Street SPDR S&P Midcap | 1.03% | 4,181 | $2.4M | Add +9.5% |
| XLE SS Energy Select Sector | 0.87% | 22,876 | $2.0M | Reduce -2.2% |
| GDX Vaneck Gold Miners ETF | 0.83% | 48,611 | $1.9M | Add +7.6% |
| COPX Global X Copper Miners ETF | 0.70% | 34,332 | $1.6M | Add +3.8% |
| IWV iShares Russell 3000 ETF | 0.60% | 4,289 | $1.4M | Reduce -7.1% |
| MSFT Microsoft Corp. | 0.51% | 2,747 | $1.2M | Add +2.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.49% | 13,914 | $1.1M | Add +0.0% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.49% | 22,153 | $1.1M | Add +3.6% |
| JSCP JPMorgan Short Duration Core | 0.48% | 23,412 | $1.1M | Add +3.9% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.47% | 49,204 | $1.1M | Add +13.8% |
| EPI Wisdomtree India Earnings | 0.44% | 20,137 | $1.0M | Add +4.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.41% | 20,541 | $956K | Add +4.6% |
| COWZ Pacer US Cash Cows 100 ETF | 0.38% | 15,298 | $885K | Add +15.7% |
| PXF Invesco Rafi Developed Marke | 0.38% | 16,834 | $878K | Add +2.6% |
| AAPL Apple Inc. | 0.37% | 3,643 | $849K | Add +4.9% |
| IGRO iShares Intl Div Growth ETF | 0.31% | 9,650 | $720K | Add +828.8% |
| EWZ iShares MSCI Brazil ETF | 0.30% | 23,279 | $686K | Add +0.8% |
| SMH Vaneck Semiconductor ETF | 0.27% | 2,514 | $617K | Reduce -40.4% |
| XOM Exxon Mobil Corp. | 0.25% | 4,913 | $576K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.23% | 15,945 | $530K | Add +27.3% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 2,525 | $500K | No change |
| SMOT Vaneck Morningstar Smid Moat | 0.20% | 13,374 | $468K | Add +31.6% |
| DVYE iShares Emerging Markets Div | 0.19% | 15,100 | $433K | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.17% | 692 | $396K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 4,657 | $363K | Reduce -1.1% |
| AEE Ameren Corporation | 0.16% | 4,138 | $362K | No change |
| ADP Automatic Data Processing | 0.14% | 1,215 | $336K | No change |
| IEMG iShares Core MSCI Emerging | 0.14% | 5,830 | $335K | Reduce -0.6% |
| HDV iShares Core High Dividend E | 0.13% | 2,510 | $295K | Reduce -1.0% |
| GII State Street SPDR S&P Global | 0.13% | 4,762 | $294K | Add +666.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,402 | $282K | No change |
| PPL PPL Corp. | 0.11% | 7,890 | $261K | Reduce -2.5% |
| UTG Reaves Utility Income Fund | 0.11% | 7,750 | $254K | No change |
| VNQ Vanguard Real Estate ETF | 0.10% | 2,452 | $239K | Reduce -3.9% |
| MPC Marathon Petroleum Corp. | 0.10% | 1,421 | $231K | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 980 | $217K | No change |
| PEG Public Service Enterprise GP | 0.08% | 2,044 | $182K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.08% | 1,875 | $182K | Add +1.9% |
| HSY The Hershey Co. | 0.08% | 934 | $179K | No change |
| AMZN Amazon.com Inc. | 0.08% | 940 | $175K | Add +2.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.07% | 2,369 | $174K | Add +58.5% |
| BMI Badger Meter Inc. | 0.07% | 780 | $170K | Reduce -9.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 429 | $165K | No change |
| IVOL Quadratic Int Rte Vol Infl H | 0.07% | 8,450 | $163K | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 542 | $153K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 1,388 | $151K | Reduce -12.6% |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,175 | $145K | No change |
| KO The Coca-Cola Co. | 0.06% | 2,013 | $145K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.06% | 1,077 | $142K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.06% | 3,198 | $139K | Reduce -1.8% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 1,448 | $139K | Reduce -12.1% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,075 | $136K | No change |
| V Visa Inc. Class A | 0.06% | 466 | $128K | Add +1.8% |
| PSK SS SPDR Ice Pref Sec ETF | 0.05% | 3,538 | $126K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 1,796 | $122K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,036 | $121K | No change |
| PRU Prudential Financial Inc. | 0.05% | 976 | $118K | No change |
| EEM iShares MSCI Emerging Market | 0.05% | 2,561 | $117K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.05% | 1,225 | $108K | No change |
| SBUX Starbucks Corp. | 0.05% | 1,108 | $108K | Reduce -3.9% |
| LMT Lockheed Martin Corp. | 0.05% | 182 | $106K | Reduce -2.7% |
| BR Broadridge Financial Solutio | 0.05% | 491 | $106K | No change |
| HD Home Depot Inc. | 0.05% | 259 | $105K | No change |
| JNJ Johnson & Johnson | 0.04% | 611 | $99K | Reduce -5.4% |
| AIVL Wisdomtree US AI Enhanced Va | 0.04% | 863 | $96K | No change |
| LNKB Linkbancorp Inc. | 0.04% | 14,814 | $95K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $94K | No change |
| VZ Verizon Communications Inc. | 0.04% | 2,051 | $92K | Reduce -1.3% |
| CVX Chevron Corp. | 0.04% | 618 | $91K | No change |
| DVY iShares Select Dividend ETF | 0.04% | 667 | $90K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 1,110 | $90K | Reduce -36.0% |
| LYV Live Nation Entertainment Inc. | 0.04% | 816 | $89K | No change |
| SLF Sun Life Financial Inc. | 0.04% | 1,538 | $89K | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.04% | 2,138 | $88K | No change |
| QLTA iShares Aaa - A Rated Corpor | 0.04% | 1,785 | $88K | Reduce -18.3% |
| CWI State Street SPDR MSCI Acwi | 0.04% | 2,864 | $87K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,018 | $85K | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 182 | $84K | Add +51.7% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 1,331 | $83K | No change |
| GIS General Mills Inc. | 0.04% | 1,117 | $82K | No change |
| NEM Newmont Corp. | 0.03% | 1,490 | $80K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.03% | 831 | $76K | Add +9.6% |
| EWW iShares MSCI Mexico ETF | 0.03% | 1,399 | $75K | Reduce -24.3% |
| CEF Sprott Physical Gold and Sil | 0.03% | 3,000 | $73K | Reduce -25.0% |
| IDV iShares International Select | 0.03% | 2,410 | $73K | No change |
| WMT Walmart Inc. | 0.03% | 897 | $72K | Add +22.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 412 | $72K | 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: $232.1M.
Portfolio Sells Q2 2024 → Q3 2024
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.8% | 9.93% | −0.90 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 32.63% | −0.45 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.8% | 4.36% | −0.31 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.6% | 3.71% | −0.27 |
| SMH Vaneck Semiconductor ETF | Reduce -40.4% | 0.27% | −0.24 |
| XLE SS Energy Select Sector | Reduce -2.2% | 0.87% | −0.11 |
| IWV iShares Russell 3000 ETF | Reduce -7.1% | 0.60% | −0.05 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -94.9% | 0.00% | −0.04 |
| IBTG iShares Ibonds Dec 2026 Term | Reduce -97.8% | 0.00% | −0.04 |
| IYY iShares Dow Jones U.S. ETF | Reduce -1.7% | 2.10% | −0.04 |
| JOE The St Joe Co. | Sold out | 0.00% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.02 |
| OMFL Invesco Russell 1000 DYN M/F | Sold out | 0.00% | −0.02 |
| PROSHARES SHORT S&P500 | Reduce -36.4% | 0.03% | −0.02 |
| GLNG Golar LNG Ltd. | Sold out | 0.00% | −0.02 |
| EWW iShares MSCI Mexico ETF | Reduce -24.3% | 0.03% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -36.0% | 0.04% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -1.0% | 0.10% | −0.01 |
| TY Tri-Continental Corp. | Reduce -60.0% | 0.01% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -33.3% | 0.02% | −0.01 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -12.6% | 0.07% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.1% | 0.06% | −0.01 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -18.3% | 0.04% | −0.01 |
| CEF Sprott Physical Gold and Sil | Reduce -25.0% | 0.03% | −0.01 |
| XLK SS Technology Select Sector | Reduce -60.3% | 0.00% | −0.01 |
| DG Dollar General Corp. | Reduce -16.7% | 0.01% | −0.01 |
| XYZ Block Inc. | Sold out | 0.00% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.5% | 0.03% | −0.01 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -10.8% | 0.02% | −0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -42.9% | 0.00% | −0.00 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -1.8% | 0.06% | −0.00 |
| T AT&T Inc. | Reduce -27.1% | 0.01% | −0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.6% | 0.04% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -44.4% | 0.00% | −0.00 |
| CVS CVS Health Corp. | Reduce -12.1% | 0.01% | −0.00 |
| JNJ Johnson & Johnson | Reduce -5.4% | 0.04% | −0.00 |
| SCOR Comscore Inc. | Sold out | 0.00% | −0.00 |
| EXC Exelon Corp. | Reduce -6.1% | 0.01% | +0.00 |
| BMI Badger Meter Inc. | Reduce -9.3% | 0.07% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.04% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 0.16% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.6% | 0.14% | +0.00 |
| HDV iShares Core High Dividend E | Reduce -1.0% | 0.13% | +0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -3.9% | 0.10% | +0.01 |
| SBUX Starbucks Corp. | Reduce -3.9% | 0.05% | +0.01 |
| LMT Lockheed Martin Corp. | Reduce -2.7% | 0.05% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| INFL Horizon Kinetics Infl Benef | Add +3.5% | 3.73% | +0.42 |
| IGRO iShares Intl Div Growth ETF | Add +828.8% | 0.31% | +0.28 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 9.12% | +0.26 |
| IAU iShares Gold Trust | Add +0.7% | 3.60% | +0.26 |
| SPTS SS SPDR P St Term TSY ETF | Add +8.4% | 4.03% | +0.17 |
| GDX Vaneck Gold Miners ETF | Add +7.6% | 0.83% | +0.14 |
| GII State Street SPDR S&P Global | Add +666.8% | 0.13% | +0.11 |
| VYM Vanguard High DVD Yield ETF | Add +5.3% | 1.43% | +0.10 |
| MDY State Street SPDR S&P Midcap | Add +9.5% | 1.03% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +3.7% | 2.59% | +0.07 |
| NOBL Proshares S&P 500 Dividend A | Add +2.0% | 1.09% | +0.07 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +13.8% | 0.47% | +0.07 |
| SMOT Vaneck Morningstar Smid Moat | Add +31.6% | 0.20% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.9% | 5.31% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +15.7% | 0.38% | +0.05 |
| TCAF T Rowe PRC Cap Appreciation | Add +27.3% | 0.23% | +0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.0% | 0.49% | +0.04 |
| AAPL Apple Inc. | Add +4.9% | 0.37% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +58.5% | 0.07% | +0.03 |
| GE General Electric | Add +363.8% | 0.03% | +0.02 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +4.6% | 0.41% | +0.02 |
| ELV Elevance Health Inc. | New | 0.02% | +0.02 |
| COPX Global X Copper Miners ETF | Add +3.8% | 0.70% | +0.02 |
| PXF Invesco Rafi Developed Marke | Add +2.6% | 0.38% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +51.7% | 0.04% | +0.01 |
| GD General Dynamics Corp. | New | 0.01% | +0.01 |
| EPI Wisdomtree India Earnings | Add +4.2% | 0.44% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.17% | +0.01 |
| HELO JPMorgan Hedged Equity ETF | Add +81.9% | 0.02% | +0.01 |
| DVYE iShares Emerging Markets Div | Add +5.4% | 0.19% | +0.01 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +22.5% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +378.9% | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +74.0% | 0.02% | +0.01 |
| EWZ iShares MSCI Brazil ETF | Add +0.8% | 0.30% | +0.01 |
| TW Tradeweb Markets Inc. Class A | New | 0.01% | +0.01 |
| BN Brookfield Corp. | New | 0.01% | +0.01 |
| XLB SS Materials Select Sector | Add +106.7% | 0.01% | +0.01 |
| FSLR First Solar Inc. | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +63.4% | 0.02% | +0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +1.9% | 0.08% | +0.01 |
| DUK Duke Energy Corp. | Add +27.8% | 0.02% | +0.01 |
| DNP DNP Select Income Fund Inc. | Add +9.4% | 0.03% | +0.01 |
| AMT American Tower Corp. | New | 0.01% | +0.01 |
| MET Metlife Inc. | Add +30.9% | 0.01% | +0.00 |
| SLF Sun Life Financial Inc. | Add +0.2% | 0.04% | +0.00 |
| GEHC GE Healthcare Technology | Add +225.6% | 0.01% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +37.5% | 0.01% | +0.00 |
| JSCP JPMorgan Short Duration Core | Add +3.9% | 0.48% | +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 |