Lowe Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Lowe Wealth Advisors, LLC reported 372 stock positions worth $235.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 30.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.9%) and iShares MSCI USA Min Vol Fac (USMV, 8.7%). Compared with Q4 2024, it opened 30 new positions, sold out of 17, added to 60 and reduced 56. The biggest buy was iShares Intl Div Growth ETF (IGRO, shares +62%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −2%).
- Most Recent 13F
- Q3 2025
- Location
- COLUMBIA, MD
- CIK
- 0001574010
- Portfolio Value
- $235.4M (Q1 2025)
- SEC Filing
- 0001574010-25-000002 ↗ filed Apr 8, 2025
Holdings Value
Holdings 372 stocks · $235.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 30.18% | 126,966 | $71.0M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 8.89% | 44,600 | $20.9M | Reduce -4.2% |
| USMV iShares MSCI USA Min Vol Fac | 8.71% | 218,979 | $20.5M | Reduce -3.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.21% | 155,215 | $12.3M | Add +1.9% |
| SPTS SS SPDR P St Term TSY ETF | 4.92% | 395,826 | $11.6M | Add +7.0% |
| JPST JPMorgan Ultra-Short Income | 4.25% | 197,477 | $10.0M | Reduce -0.9% |
| IAU iShares Gold Trust | 4.19% | 167,225 | $9.9M | Reduce -0.7% |
| INFL Horizon Kinetics Infl Benef | 4.06% | 235,330 | $9.6M | Add +1.9% |
| MINT PIMCO Enhanced Short Maturit | 3.47% | 81,278 | $8.2M | Reduce -1.4% |
| JEPI JPMorgan Equity Premium Inco | 2.74% | 112,959 | $6.5M | Add +2.7% |
| IYY iShares Dow Jones U.S. ETF | 1.97% | 34,016 | $4.6M | Reduce -0.6% |
| VYM Vanguard High DVD Yield ETF | 1.59% | 29,075 | $3.7M | Add +10.0% |
| IGRO iShares Intl Div Growth ETF | 1.44% | 46,687 | $3.4M | Add +62.1% |
| MDY State Street SPDR S&P Midcap | 0.99% | 4,362 | $2.3M | Add +1.4% |
| XLE SS Energy Select Sector | 0.94% | 23,796 | $2.2M | Add +1.4% |
| GDX Vaneck Gold Miners ETF | 0.92% | 47,255 | $2.2M | Add +3.3% |
| COPX Global X Copper Miners ETF | 0.90% | 54,172 | $2.1M | Add +49.5% |
| NOBL Proshares S&P 500 Dividend A | 0.84% | 19,390 | $2.0M | Reduce -30.7% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.57% | 26,510 | $1.3M | Add +12.0% |
| IWV iShares Russell 3000 ETF | 0.51% | 3,810 | $1.2M | Add +0.8% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.49% | 53,029 | $1.2M | Add +6.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.49% | 13,918 | $1.1M | Add +0.0% |
| MSFT Microsoft Corp. | 0.48% | 3,021 | $1.1M | Add +22.1% |
| JSCP JPMorgan Short Duration Core | 0.48% | 23,717 | $1.1M | Add +6.8% |
| GII State Street SPDR S&P Global | 0.47% | 17,915 | $1.1M | Add +186.4% |
| AAPL Apple Inc. | 0.41% | 4,369 | $971K | Add +16.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.41% | 17,571 | $962K | Add +6.7% |
| PXF Invesco Rafi Developed Marke | 0.39% | 17,684 | $919K | Add +0.7% |
| EPI Wisdomtree India Earnings | 0.39% | 20,924 | $915K | Add +4.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.30% | 9,560 | $704K | Add +234.7% |
| SMOT Vaneck Morningstar Smid Moat | 0.28% | 20,424 | $670K | Add +10.9% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 3,310 | $642K | Add +30.3% |
| DVYE iShares Emerging Markets Div | 0.26% | 22,225 | $607K | Add +29.2% |
| TCAF T Rowe PRC Cap Appreciation | 0.25% | 18,372 | $593K | Add +10.9% |
| XOM Exxon Mobil Corp. | 0.25% | 4,972 | $591K | No change |
| CLOI Vaneck Clo ETF | 0.22% | 9,969 | $527K | Add +106.3% |
| AEE Ameren Corporation | 0.18% | 4,138 | $415K | No change |
| META Meta Platforms Inc. Class A | 0.17% | 702 | $405K | No change |
| ADP Automatic Data Processing | 0.16% | 1,215 | $371K | No change |
| VNQ Vanguard Real Estate ETF | 0.15% | 3,856 | $349K | Add +19.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 4,297 | $325K | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 589 | $314K | Add +45.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.13% | 3,381 | $310K | Add +27.5% |
| HDV iShares Core High Dividend E | 0.13% | 2,510 | $304K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,402 | $293K | No change |
| PPL PPL Corp. | 0.12% | 8,004 | $289K | Add +3.7% |
| SCHF Schwab Intl Equity ETF | 0.11% | 12,553 | $248K | No change |
| IEMG iShares Core MSCI Emerging | 0.10% | 4,530 | $244K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 980 | $244K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.09% | 2,484 | $219K | No change |
| MPC Marathon Petroleum Corp. | 0.09% | 1,421 | $207K | No change |
| UTG Reaves Utility Income Fund | 0.09% | 6,150 | $200K | Reduce -6.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 702 | $193K | No change |
| AMZN Amazon.com Inc. | 0.08% | 975 | $186K | Reduce -15.4% |
| IVV iShares Core S&P 500 ETF | 0.07% | 309 | $174K | Reduce -1.6% |
| PEG Public Service Enterprise GP | 0.07% | 2,044 | $168K | No change |
| XOP SS SPDR S&P Og Exp & Prod | 0.07% | 1,256 | $165K | Add +12.4% |
| HSY The Hershey Co. | 0.07% | 936 | $160K | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 429 | $159K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.07% | 1,876 | $156K | Add +53.1% |
| BMI Badger Meter Inc. | 0.06% | 780 | $148K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,325 | $145K | Add +6.9% |
| KO The Coca-Cola Co. | 0.06% | 2,013 | $144K | No change |
| T AT&T Inc. | 0.06% | 5,063 | $143K | Add +4.0% |
| V Visa Inc. Class A | 0.06% | 406 | $142K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 1,388 | $142K | No change |
| DVY iShares Select Dividend ETF | 0.06% | 1,017 | $137K | Add +52.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 789 | $136K | No change |
| IVW iShares S&P 500 Growth ETF | 0.06% | 1,448 | $134K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,075 | $131K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 2,892 | $131K | No change |
| IVOL Quadratic Int Rte Vol Infl H | 0.05% | 6,700 | $125K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.05% | 2,095 | $125K | Add +39.6% |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 1,458 | $124K | Reduce -10.8% |
| PRU Prudential Financial Inc. | 0.05% | 1,103 | $123K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.05% | 6,133 | $121K | New |
| BR Broadridge Financial Solutio | 0.05% | 491 | $119K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 5,388 | $119K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.05% | 5,345 | $119K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.05% | 5,447 | $119K | New |
| JNJ Johnson & Johnson | 0.05% | 714 | $118K | Add +16.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.05% | 2,745 | $117K | No change |
| EEM iShares MSCI Emerging Market | 0.05% | 2,640 | $115K | Reduce -0.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.05% | 3,538 | $115K | No change |
| SBUX Starbucks Corp. | 0.05% | 1,140 | $112K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,036 | $108K | No change |
| CVX Chevron Corp. | 0.05% | 638 | $107K | No change |
| AMGN Amgen Inc. | 0.04% | 338 | $105K | Add +51.6% |
| LYV Live Nation Entertainment Inc. | 0.04% | 800 | $104K | No change |
| HD Home Depot Inc. | 0.04% | 276 | $101K | No change |
| SMH Vaneck Semiconductor ETF | 0.04% | 471 | $100K | Reduce -75.8% |
| ENB Enbridge Inc. | 0.04% | 2,123 | $94K | Add +770.1% |
| VZ Verizon Communications Inc. | 0.04% | 2,055 | $93K | Add +0.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $91K | No change |
| IWM iShares Russell 2000 ETF | 0.04% | 449 | $89K | Reduce -1.5% |
| SLF Sun Life Financial Inc. | 0.04% | 1,542 | $88K | Add +0.1% |
| GRMN Garmin Ltd. | 0.04% | 400 | $87K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 1,078 | $87K | Reduce -4.1% |
| IBTL iShares Ibonds Dec 2031 Term | 0.04% | 4,250 | $86K | New |
| CEF Sprott Physical Gold and Sil | 0.04% | 3,000 | $85K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 30.18% | −2.32 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.2% | 8.89% | −1.26 |
| NOBL Proshares S&P 500 Dividend A | Reduce -30.7% | 0.84% | −0.35 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.30 |
| SMH Vaneck Semiconductor ETF | Reduce -75.8% | 0.04% | −0.16 |
| IYY iShares Dow Jones U.S. ETF | Reduce -0.6% | 1.97% | −0.12 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.4% | 3.47% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -85.6% | 0.01% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.9% | 4.25% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -15.4% | 0.08% | −0.03 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -7.6% | 0.03% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -91.0% | 0.00% | −0.02 |
| BCD Abrdn Bloomberg All Commodit | Sold out | 0.00% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -43.5% | 0.01% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -10.8% | 0.05% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -31.5% | 0.01% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -27.3% | 0.03% | −0.01 |
| COWG Pacer US LRG Cap Cows GR LD | Sold out | 0.00% | −0.01 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -40.0% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -23.8% | 0.02% | −0.01 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -13.8% | 0.03% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -26.9% | 0.02% | −0.01 |
| PARAA Paramount Global Class B | Reduce -98.4% | 0.00% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -14.1% | 0.02% | −0.01 |
| NVDA Nvidia Corp. | Reduce -13.8% | 0.01% | −0.01 |
| RTX RTX Corp. | Reduce -52.3% | 0.01% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.1% | 0.04% | −0.01 |
| WMT Walmart Inc. | Reduce -10.1% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.07% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.5% | 0.04% | −0.00 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -30.6% | 0.01% | −0.00 |
| SBR Sabine Royalty Trust | Sold out | 0.00% | −0.00 |
| BAC Bank of America Corp. | Reduce -37.0% | 0.01% | −0.00 |
| CAT Caterpillar Inc. | Reduce -17.4% | 0.01% | −0.00 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.00 |
| UTG Reaves Utility Income Fund | Reduce -6.1% | 0.09% | −0.00 |
| BN Brookfield Corp. | Reduce -35.9% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -69.3% | 0.00% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -15.7% | 0.02% | −0.00 |
| EWW iShares MSCI Mexico ETF | Reduce -27.2% | 0.01% | −0.00 |
| GEV GE Vernova Inc. | Reduce -9.9% | 0.01% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.00 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -7.9% | 0.03% | −0.00 |
| EMN Eastman Chemical Co. | Sold out | 0.00% | −0.00 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -50.0% | 0.00% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -35.0% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IGRO iShares Intl Div Growth ETF | Add +62.1% | 1.44% | +0.60 |
| SPTS SS SPDR P St Term TSY ETF | Add +7.0% | 4.92% | +0.34 |
| INFL Horizon Kinetics Infl Benef | Add +1.9% | 4.06% | +0.32 |
| GII State Street SPDR S&P Global | Add +186.4% | 0.47% | +0.31 |
| COPX Global X Copper Miners ETF | Add +49.5% | 0.90% | +0.31 |
| GDX Vaneck Gold Miners ETF | Add +3.3% | 0.92% | +0.26 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +234.7% | 0.30% | +0.22 |
| VYM Vanguard High DVD Yield ETF | Add +10.0% | 1.59% | +0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.9% | 5.21% | +0.14 |
| CLOI Vaneck Clo ETF | Add +106.3% | 0.22% | +0.12 |
| XLE SS Energy Select Sector | Add +1.4% | 0.94% | +0.09 |
| DVYE iShares Emerging Markets Div | Add +29.2% | 0.26% | +0.07 |
| YEAR AB Ultra Short Income ETF | Add +12.0% | 0.57% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +30.3% | 0.27% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +45.4% | 0.13% | +0.06 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +6.0% | 0.49% | +0.05 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.05% | +0.05 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.05% | +0.05 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.05% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +2.7% | 2.74% | +0.05 |
| MSFT Microsoft Corp. | Add +22.1% | 0.48% | +0.04 |
| IBTL iShares Ibonds Dec 2031 Term | New | 0.04% | +0.04 |
| ENB Enbridge Inc. | Add +770.1% | 0.04% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.0% | 0.49% | +0.03 |
| JSCP JPMorgan Short Duration Core | Add +6.8% | 0.48% | +0.03 |
| PXF Invesco Rafi Developed Marke | Add +0.7% | 0.39% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.03% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +27.5% | 0.13% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +19.3% | 0.15% | +0.03 |
| VIGI Vanguard Int Div App Indx FD | Add +53.1% | 0.07% | +0.02 |
| TXN Texas Instruments Inc. | New | 0.02% | +0.02 |
| PG The Procter & Gamble Co. | Add +193.6% | 0.03% | +0.02 |
| DVY iShares Select Dividend ETF | Add +52.5% | 0.06% | +0.02 |
| AMGN Amgen Inc. | Add +51.6% | 0.04% | +0.02 |
| EWJ iShares MSCI Japan ETF | New | 0.02% | +0.02 |
| TCAF T Rowe PRC Cap Appreciation | Add +10.9% | 0.25% | +0.02 |
| PPL PPL Corp. | Add +3.7% | 0.12% | +0.02 |
| KRP Kimbell Royalty Partners LP | New | 0.01% | +0.01 |
| SMOT Vaneck Morningstar Smid Moat | Add +10.9% | 0.28% | +0.01 |
| T AT&T Inc. | Add +4.0% | 0.06% | +0.01 |
| HELO JPMorgan Hedged Equity ETF | Add +39.6% | 0.05% | +0.01 |
| PLD Prologis Inc. | Add +59.1% | 0.03% | +0.01 |
| TRP TC Energy Corp. | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +16.5% | 0.05% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Add +6.7% | 0.41% | +0.01 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.01% | +0.01 |
| VAL Valaris Ltd. | New | 0.01% | +0.01 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +326.7% | 0.01% | +0.01 |
| UTF Cohen & Steers Infrastructur | Add +120.3% | 0.02% | +0.01 |
Notes & Other Activity Q4 2024 → Q1 2025
| WHEELER REIT INC (WHLR 9 PERP B) | CV PFD SER B | Sold out | 700 | $2Kbefore 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 |