Lowe Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 10, 2025), Lowe Wealth Advisors, LLC reported 359 stock positions worth $234.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 32.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 10.1%) and iShares MSCI USA Min Vol Fac (USMV, 8.6%). Compared with Q3 2024, it opened 60 new positions, sold out of 18, added to 92 and reduced 38. The biggest buy was SS SPDR P St Term TSY ETF (SPTS, shares +16%) 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
- $234.7M (Q4 2024)
- SEC Filing
- 0001574010-25-000001 ↗ filed Jan 10, 2025
Holdings Value
Holdings 359 stocks · $234.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 32.49% | 130,088 | $76.2M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 10.14% | 46,551 | $23.8M | Reduce -1.4% |
| USMV iShares MSCI USA Min Vol Fac | 8.58% | 226,763 | $20.1M | Reduce -2.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.06% | 152,242 | $11.9M | Reduce -2.0% |
| SPTS SS SPDR P St Term TSY ETF | 4.57% | 370,031 | $10.7M | Add +16.4% |
| JPST JPMorgan Ultra-Short Income | 4.28% | 199,344 | $10.0M | Add +0.0% |
| INFL Horizon Kinetics Infl Benef | 3.75% | 230,990 | $8.8M | Add +0.2% |
| IAU iShares Gold Trust | 3.55% | 168,404 | $8.3M | Add +0.2% |
| MINT PIMCO Enhanced Short Maturit | 3.52% | 82,422 | $8.3M | Reduce -3.8% |
| JEPI JPMorgan Equity Premium Inco | 2.70% | 109,975 | $6.3M | Add +8.7% |
| IYY iShares Dow Jones U.S. ETF | 2.09% | 34,215 | $4.9M | Reduce -2.2% |
| VYM Vanguard High DVD Yield ETF | 1.44% | 26,437 | $3.4M | Add +2.3% |
| NOBL Proshares S&P 500 Dividend A | 1.19% | 27,979 | $2.8M | Add +18.2% |
| MDY State Street SPDR S&P Midcap | 1.04% | 4,300 | $2.4M | Add +2.9% |
| XLE SS Energy Select Sector | 0.86% | 23,468 | $2.0M | Add +2.6% |
| IGRO iShares Intl Div Growth ETF | 0.83% | 28,794 | $2.0M | Add +198.4% |
| GDX Vaneck Gold Miners ETF | 0.66% | 45,743 | $1.6M | Reduce -5.9% |
| COPX Global X Copper Miners ETF | 0.59% | 36,242 | $1.4M | Add +5.6% |
| IWV iShares Russell 3000 ETF | 0.54% | 3,780 | $1.3M | Reduce -11.9% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.51% | 23,675 | $1.2M | Add +6.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.45% | 13,916 | $1.1M | Add +0.0% |
| MSFT Microsoft Corp. | 0.44% | 2,474 | $1.0M | Reduce -9.9% |
| JSCP JPMorgan Short Duration Core | 0.44% | 22,212 | $1.0M | Reduce -5.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.44% | 50,032 | $1.0M | Add +1.7% |
| AAPL Apple Inc. | 0.40% | 3,767 | $943K | Add +3.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.40% | 16,461 | $930K | Add +7.6% |
| EPI Wisdomtree India Earnings | 0.39% | 19,977 | $904K | Reduce -0.8% |
| PXF Invesco Rafi Developed Marke | 0.36% | 17,559 | $841K | Add +4.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.30% | 15,857 | $698K | Reduce -22.8% |
| SMOT Vaneck Morningstar Smid Moat | 0.27% | 18,423 | $635K | Add +37.8% |
| TCAF T Rowe PRC Cap Appreciation | 0.23% | 16,573 | $551K | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.23% | 4,972 | $535K | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 2,540 | $497K | Add +0.6% |
| SMH Vaneck Semiconductor ETF | 0.20% | 1,949 | $472K | Reduce -22.5% |
| DVYE iShares Emerging Markets Div | 0.19% | 17,201 | $444K | Add +13.9% |
| META Meta Platforms Inc. Class A | 0.18% | 702 | $411K | Add +1.4% |
| GII State Street SPDR S&P Global | 0.16% | 6,255 | $370K | Add +31.4% |
| AEE Ameren Corporation | 0.16% | 4,138 | $369K | No change |
| ADP Automatic Data Processing | 0.15% | 1,215 | $356K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 4,317 | $303K | Reduce -7.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,402 | $290K | No change |
| VNQ Vanguard Real Estate ETF | 0.12% | 3,233 | $288K | Add +31.9% |
| HDV iShares Core High Dividend E | 0.12% | 2,510 | $282K | No change |
| CLOI Vaneck Clo ETF | 0.11% | 4,832 | $255K | Add +3588.6% |
| AMZN Amazon.com Inc. | 0.11% | 1,153 | $253K | Add +22.7% |
| PPL PPL Corp. | 0.11% | 7,716 | $250K | Reduce -2.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.10% | 2,652 | $242K | Add +219.1% |
| IEMG iShares Core MSCI Emerging | 0.10% | 4,530 | $237K | Reduce -22.3% |
| SCHF Schwab Intl Equity ETF | 0.10% | 12,553 | $232K | Add +193.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.10% | 2,484 | $230K | Add +32.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 980 | $215K | No change |
| UTG Reaves Utility Income Fund | 0.09% | 6,550 | $208K | Reduce -15.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 702 | $203K | Add +29.5% |
| MPC Marathon Petroleum Corp. | 0.08% | 1,421 | $198K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.08% | 2,856 | $194K | Add +20.6% |
| IVV iShares Core S&P 500 ETF | 0.08% | 314 | $185K | Add +248.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 405 | $184K | Add +122.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 429 | $176K | No change |
| PEG Public Service Enterprise GP | 0.07% | 2,044 | $173K | No change |
| BMI Badger Meter Inc. | 0.07% | 780 | $165K | No change |
| HSY The Hershey Co. | 0.07% | 935 | $158K | Add +0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.07% | 1,388 | $153K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.06% | 1,117 | $148K | Add +3.7% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 1,448 | $147K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 1,634 | $144K | Add +172.3% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,075 | $138K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 789 | $134K | Add +91.5% |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,175 | $133K | No change |
| PRU Prudential Financial Inc. | 0.06% | 1,103 | $131K | Add +13.0% |
| V Visa Inc. Class A | 0.05% | 406 | $128K | Reduce -12.9% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 2,892 | $127K | Add +143.4% |
| TSLA Tesla Inc. | 0.05% | 315 | $127K | Add +52.9% |
| KO The Coca-Cola Co. | 0.05% | 2,013 | $125K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 5,388 | $125K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,036 | $119K | No change |
| IVOL Quadratic Int Rte Vol Infl H | 0.05% | 6,700 | $119K | Reduce -20.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.05% | 2,745 | $117K | Reduce -14.2% |
| PSK SS SPDR Ice Pref Sec ETF | 0.05% | 3,538 | $117K | No change |
| EEM iShares MSCI Emerging Market | 0.05% | 2,663 | $111K | Add +4.0% |
| BR Broadridge Financial Solutio | 0.05% | 491 | $111K | No change |
| T AT&T Inc. | 0.05% | 4,870 | $111K | Add +352.2% |
| HD Home Depot Inc. | 0.05% | 276 | $107K | Add +6.6% |
| AGG iShares Core U.S. Aggregate | 0.05% | 1,101 | $107K | Add +675.4% |
| SBUX Starbucks Corp. | 0.04% | 1,140 | $104K | Add +2.9% |
| LYV Live Nation Entertainment Inc. | 0.04% | 800 | $104K | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.04% | 456 | $101K | Add +1724.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 1,124 | $99K | Add +93.5% |
| VIGI Vanguard Int Div App Indx FD | 0.04% | 1,225 | $98K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.04% | 1,501 | $93K | Add +81.7% |
| CVX Chevron Corp. | 0.04% | 638 | $92K | Add +3.2% |
| WMT Walmart Inc. | 0.04% | 1,018 | $92K | Add +13.5% |
| SLF Sun Life Financial Inc. | 0.04% | 1,540 | $91K | Add +0.1% |
| JNJ Johnson & Johnson | 0.04% | 613 | $89K | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.04% | 667 | $88K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $85K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 1,361 | $85K | Add +2.3% |
| GRMN Garmin Ltd. | 0.04% | 400 | $83K | No change |
| VZ Verizon Communications Inc. | 0.04% | 2,051 | $82K | No change |
| LMT Lockheed Martin Corp. | 0.03% | 167 | $81K | Reduce -8.2% |
| COST Costco Wholesale Corp. | 0.03% | 88 | $81K | Add +8.6% |
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: $234.7M.
Portfolio Sells Q3 2024 → Q4 2024
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.2% | 8.58% | −0.54 |
| EWZ iShares MSCI Brazil ETF | Sold out | 0.00% | −0.30 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.0% | 5.06% | −0.25 |
| MINT PIMCO Enhanced Short Maturit | Reduce -3.8% | 3.52% | −0.19 |
| GDX Vaneck Gold Miners ETF | Reduce -5.9% | 0.66% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 32.49% | −0.14 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -22.8% | 0.30% | −0.11 |
| IWV iShares Russell 3000 ETF | Reduce -11.9% | 0.54% | −0.07 |
| MSFT Microsoft Corp. | Reduce -9.9% | 0.44% | −0.06 |
| SMH Vaneck Semiconductor ETF | Reduce -22.5% | 0.20% | −0.06 |
| EPI Wisdomtree India Earnings | Reduce -0.8% | 0.39% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -22.3% | 0.10% | −0.04 |
| JSCP JPMorgan Short Duration Core | Reduce -5.1% | 0.44% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -98.2% | 0.00% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.3% | 0.13% | −0.03 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -57.1% | 0.02% | −0.02 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.02 |
| UTG Reaves Utility Income Fund | Reduce -15.5% | 0.09% | −0.02 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.02 |
| SH Proshares Short S&P500 | Reduce -70.0% | 0.01% | −0.02 |
| IVOL Quadratic Int Rte Vol Infl H | Reduce -20.7% | 0.05% | −0.02 |
| NEM Newmont Corp. | Reduce -33.6% | 0.02% | −0.02 |
| EWW iShares MSCI Mexico ETF | Reduce -50.0% | 0.01% | −0.02 |
| IYY iShares Dow Jones U.S. ETF | Reduce -2.2% | 2.09% | −0.02 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.01 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -25.7% | 0.03% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -8.2% | 0.03% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -14.2% | 0.05% | −0.01 |
| LNKB Linkbancorp Inc. | Reduce -33.3% | 0.03% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -15.8% | 0.03% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -15.8% | 0.02% | −0.01 |
| TW Tradeweb Markets Inc. Class A | Sold out | 0.00% | −0.01 |
| IDV iShares International Select | Reduce -17.0% | 0.02% | −0.01 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.01 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.01 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.01 |
| PPL PPL Corp. | Reduce -2.2% | 0.11% | −0.01 |
| XLB SS Materials Select Sector | Reduce -32.3% | 0.01% | −0.01 |
| SRCL Stericycle Inc. | Sold out | 0.00% | −0.01 |
| PAAS Pan American Silver Corp. | Sold out | 0.00% | −0.00 |
| NOC Northrop Grumman Corp. | Reduce -9.0% | 0.01% | −0.00 |
| NCLH Norwegian Cruise Line Holdin | Sold out | 0.00% | −0.00 |
| IBTI iShares Ibonds Dec 2028 Term | Sold out | 0.00% | −0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Sold out | 0.00% | −0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.00 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -42.7% | 0.00% | −0.00 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.00 |
| EXC Exelon Corp. | Reduce -7.7% | 0.00% | −0.00 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -12.9% | 0.05% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| SPTS SS SPDR P St Term TSY ETF | Add +16.4% | 4.57% | +0.55 |
| IGRO iShares Intl Div Growth ETF | Add +198.4% | 0.83% | +0.52 |
| CLOI Vaneck Clo ETF | Add +3588.6% | 0.11% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | Add +8.7% | 2.70% | +0.10 |
| NOBL Proshares S&P 500 Dividend A | Add +18.2% | 1.19% | +0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +219.1% | 0.10% | +0.07 |
| SMOT Vaneck Morningstar Smid Moat | Add +37.8% | 0.27% | +0.07 |
| SCHF Schwab Intl Equity ETF | Add +193.6% | 0.10% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +248.9% | 0.08% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +122.5% | 0.08% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +1724.0% | 0.04% | +0.04 |
| AGG iShares Core U.S. Aggregate | Add +675.4% | 0.05% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +172.3% | 0.06% | +0.04 |
| T AT&T Inc. | Add +352.2% | 0.05% | +0.04 |
| AAPL Apple Inc. | Add +3.4% | 0.40% | +0.04 |
| AMZN Amazon.com Inc. | Add +22.7% | 0.11% | +0.03 |
| GII State Street SPDR S&P Global | Add +31.4% | 0.16% | +0.03 |
| TSLA Tesla Inc. | Add +52.9% | 0.05% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +143.4% | 0.05% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +91.5% | 0.06% | +0.03 |
| MSTR Strategy Inc. | New | 0.02% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | New | 0.02% | +0.02 |
| VTWO Vanguard Russell 2000 ETF | New | 0.02% | +0.02 |
| YEAR AB Ultra Short Income ETF | Add +6.9% | 0.51% | +0.02 |
| ANGL Vaneck Fallen Angel High YLD | Add +252.0% | 0.03% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +93.5% | 0.04% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +29.5% | 0.09% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +2302.3% | 0.02% | +0.02 |
| XLI SS Industrial Select Sector | Add +360.0% | 0.03% | +0.02 |
| MOAT Vaneck Morningstar Wide Moat | Add +32.5% | 0.10% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +31.9% | 0.12% | +0.02 |
| NVDA Nvidia Corp. | New | 0.02% | +0.02 |
| VGIT Vanguard Intermediate-Term T | New | 0.02% | +0.02 |
| HELO JPMorgan Hedged Equity ETF | Add +81.7% | 0.04% | +0.02 |
| MDY State Street SPDR S&P Midcap | Add +2.9% | 1.04% | +0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Add +7.6% | 0.40% | +0.02 |
| INFL Horizon Kinetics Infl Benef | Add +0.2% | 3.75% | +0.01 |
| SCHA Schwab US Small-Cap ETF | New | 0.01% | +0.01 |
| BCD Abrdn Bloomberg All Commodit | New | 0.01% | +0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +39.0% | 0.03% | +0.01 |
| KRE SS SPDR S&P Regional Bank | New | 0.01% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +2.3% | 1.44% | +0.01 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.01% | +0.01 |
| EBND State Street SPDR Bloomberg | New | 0.01% | +0.01 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +13.5% | 0.04% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +332.9% | 0.01% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +20.6% | 0.08% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +34.0% | 0.02% | +0.01 |
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 |