Lowe Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), Lowe Wealth Advisors, LLC reported 365 stock positions worth $256.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 30.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.6%) and iShares MSCI USA Min Vol Fac (USMV, 8.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 13, added to 43 and reduced 49. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +0%) and the biggest sale SS Energy Select Sector (XLE, shares −66%).
- Most Recent 13F
- Q3 2025
- Location
- COLUMBIA, MD
- CIK
- 0001574010
- Portfolio Value
- $256.2M (Q2 2025)
- SEC Filing
- 0001574010-25-000003 ↗ filed Jul 8, 2025
Holdings Value
Holdings 365 stocks · $256.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 30.71% | 127,304 | $78.7M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 9.59% | 44,516 | $24.6M | Reduce -0.2% |
| USMV iShares MSCI USA Min Vol Fac | 8.08% | 220,433 | $20.7M | Add +0.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.11% | 164,563 | $13.1M | Add +6.0% |
| SPTS SS SPDR P St Term TSY ETF | 4.88% | 426,638 | $12.5M | Add +7.8% |
| IAU iShares Gold Trust | 4.08% | 167,487 | $10.4M | Add +0.2% |
| INFL Horizon Kinetics Infl Benef | 4.04% | 245,118 | $10.3M | Add +4.2% |
| JPST JPMorgan Ultra-Short Income | 3.98% | 200,946 | $10.2M | Add +1.8% |
| MINT PIMCO Enhanced Short Maturit | 3.26% | 83,177 | $8.4M | Add +2.3% |
| JEPI JPMorgan Equity Premium Inco | 2.57% | 115,741 | $6.6M | Add +2.5% |
| IYY iShares Dow Jones U.S. ETF | 2.00% | 33,909 | $5.1M | Reduce -0.3% |
| IGRO iShares Intl Div Growth ETF | 1.94% | 63,145 | $5.0M | Add +35.3% |
| VYM Vanguard High DVD Yield ETF | 1.60% | 30,727 | $4.1M | Add +5.7% |
| COPX Global X Copper Miners ETF | 1.01% | 57,406 | $2.6M | Add +6.0% |
| GDX Vaneck Gold Miners ETF | 1.00% | 49,141 | $2.6M | Add +4.0% |
| MDY State Street SPDR S&P Midcap | 0.96% | 4,335 | $2.5M | Reduce -0.6% |
| GII State Street SPDR S&P Global | 0.74% | 28,112 | $1.9M | Add +56.9% |
| MSFT Microsoft Corp. | 0.58% | 2,998 | $1.5M | Reduce -0.8% |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 0.55% | 27,611 | $1.4M | Add +4.2% |
| IWV iShares Russell 3000 ETF | 0.52% | 3,785 | $1.3M | Reduce -0.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.51% | 16,339 | $1.3M | Add +70.9% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.49% | 53,229 | $1.2M | Add +0.4% |
| JSCP JPMorgan Short Duration Core | 0.44% | 23,716 | $1.1M | Reduce 0.0% |
| PXF Invesco Rafi Developed Marke | 0.43% | 19,174 | $1.1M | Add +8.4% |
| EPI Wisdomtree India Earnings | 0.43% | 23,092 | $1.1M | Add +10.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.41% | 13,921 | $1.1M | Add +0.0% |
| NOBL Proshares S&P 500 Dividend A | 0.41% | 10,377 | $1.0M | Reduce -46.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.38% | 17,456 | $962K | Reduce -0.7% |
| TCAF T Rowe PRC Cap Appreciation | 0.35% | 25,774 | $909K | Add +40.3% |
| AAPL Apple Inc. | 0.35% | 4,319 | $886K | Reduce -1.1% |
| TCAL T Rowe Pre CPT Apr PR in ETF | 0.34% | 35,553 | $878K | New |
| SMOT Vaneck Morningstar Smid Moat | 0.27% | 19,892 | $692K | Reduce -2.6% |
| XLE SS Energy Select Sector | 0.26% | 7,995 | $678K | Reduce -66.4% |
| DVYE iShares Emerging Markets Div | 0.25% | 22,725 | $651K | Add +2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 3,162 | $647K | Reduce -4.5% |
| CLOI Vaneck Clo ETF | 0.22% | 10,411 | $551K | Add +4.4% |
| XOM Exxon Mobil Corp. | 0.21% | 4,934 | $532K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.20% | 702 | $518K | No change |
| VNQ Vanguard Real Estate ETF | 0.17% | 5,004 | $446K | Add +29.8% |
| AEE Ameren Corporation | 0.16% | 4,138 | $397K | No change |
| ADP Automatic Data Processing | 0.15% | 1,215 | $375K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 3,114 | $371K | Add +7685.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 4,397 | $367K | Add +2.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.14% | 3,819 | $350K | Add +12.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 2,402 | $297K | No change |
| HDV iShares Core High Dividend E | 0.11% | 2,510 | $294K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 980 | $289K | No change |
| IEMG iShares Core MSCI Emerging | 0.11% | 4,800 | $288K | Add +6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 574 | $279K | Reduce -2.5% |
| SCHF Schwab Intl Equity ETF | 0.11% | 12,553 | $277K | No change |
| PPL PPL Corp. | 0.11% | 8,004 | $271K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 782 | $238K | Add +11.4% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,421 | $236K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.09% | 3,226 | $228K | Add +197.1% |
| UTG Reaves Utility Income Fund | 0.09% | 6,250 | $226K | Add +1.6% |
| AMZN Amazon.com Inc. | 0.08% | 970 | $213K | Reduce -0.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.08% | 2,134 | $200K | Reduce -14.1% |
| IVV iShares Core S&P 500 ETF | 0.07% | 309 | $192K | No change |
| BMI Badger Meter Inc. | 0.07% | 780 | $191K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 429 | $188K | No change |
| PEG Public Service Enterprise GP | 0.07% | 2,044 | $172K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.07% | 1,876 | $169K | No change |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 1,388 | $161K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.06% | 2,325 | $160K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 524 | $159K | Add +133.9% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 1,448 | $159K | No change |
| HSY The Hershey Co. | 0.06% | 937 | $155K | Add +0.1% |
| T AT&T Inc. | 0.06% | 5,101 | $148K | Add +0.8% |
| ESGU iShares ESG Aware MSCI USA | 0.06% | 1,075 | $145K | No change |
| V Visa Inc. Class A | 0.06% | 406 | $144K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 2,892 | $143K | No change |
| KO The Coca-Cola Co. | 0.06% | 2,013 | $142K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 789 | $139K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.05% | 3,004 | $139K | Add +300.0% |
| DVY iShares Select Dividend ETF | 0.05% | 1,017 | $135K | No change |
| SMH Vaneck Semiconductor ETF | 0.05% | 484 | $135K | Add +2.8% |
| HELO JPMorgan Hedged Equity ETF | 0.05% | 2,095 | $131K | No change |
| EEM iShares MSCI Emerging Market | 0.05% | 2,640 | $127K | No change |
| IVOL Quadratic Int Rte Vol Infl H | 0.05% | 6,500 | $127K | Reduce -3.0% |
| LYV Live Nation Entertainment Inc. | 0.05% | 800 | $121K | No change |
| BR Broadridge Financial Solutio | 0.05% | 491 | $119K | No change |
| PRU Prudential Financial Inc. | 0.05% | 1,103 | $119K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,036 | $113K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.04% | 3,538 | $112K | No change |
| SCHX Schwab US Large-Cap ETF | 0.04% | 4,373 | $107K | Reduce -18.8% |
| SBUX Starbucks Corp. | 0.04% | 1,140 | $104K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 1,078 | $103K | No change |
| HD Home Depot Inc. | 0.04% | 276 | $101K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 1,638 | $100K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.04% | 4,937 | $98K | Reduce -19.5% |
| IWM iShares Russell 2000 ETF | 0.04% | 449 | $97K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.04% | 4,369 | $96K | Reduce -19.8% |
| IBTI iShares Ibonds Dec 2028 Term | 0.04% | 4,218 | $94K | Reduce -21.1% |
| CWI State Street SPDR MSCI Acwi | 0.04% | 2,864 | $94K | No change |
| TSLA Tesla Inc. | 0.04% | 291 | $92K | No change |
| CVX Chevron Corp. | 0.04% | 638 | $91K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 400 | $91K | No change |
| CEF Sprott Physical Gold and Sil | 0.04% | 3,000 | $90K | No change |
| JNJ Johnson & Johnson | 0.04% | 590 | $90K | Reduce -17.4% |
| ENB Enbridge Inc. | 0.04% | 1,982 | $90K | Reduce -6.6% |
Portfolio Sells Q1 2025 → Q2 2025
| XLE SS Energy Select Sector | Reduce -66.4% | 0.26% | −0.68 |
| NOBL Proshares S&P 500 Dividend A | Reduce -46.5% | 0.41% | −0.43 |
| AAPL Apple Inc. | Reduce -1.1% | 0.35% | −0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 0.21% | −0.04 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -51.3% | 0.03% | −0.04 |
| JSCP JPMorgan Short Duration Core | Reduce 0.0% | 0.44% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.7% | 0.38% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -0.6% | 0.96% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.11% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.5% | 0.25% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -34.3% | 0.03% | −0.02 |
| JNJ Johnson & Johnson | Reduce -17.4% | 0.04% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -14.1% | 0.08% | −0.01 |
| SMOT Vaneck Morningstar Smid Moat | Reduce -2.6% | 0.27% | −0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -21.1% | 0.04% | −0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | Reduce -19.5% | 0.04% | −0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -19.8% | 0.04% | −0.01 |
| AMGN Amgen Inc. | Reduce -8.9% | 0.03% | −0.01 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -18.8% | 0.04% | −0.01 |
| MAIN Main Street Capital Corp. | Reduce -50.0% | 0.01% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.01 |
| TY Tri-Continental Corp. | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -27.4% | 0.01% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -7.4% | 0.02% | −0.01 |
| SYK Stryker Corp. | Reduce -27.3% | 0.01% | −0.01 |
| ENB Enbridge Inc. | Reduce -6.6% | 0.04% | −0.00 |
| KRE SS SPDR S&P Regional Bank | Reduce -21.9% | 0.01% | −0.00 |
| SLF Sun Life Financial Inc. | Reduce -17.1% | 0.03% | −0.00 |
| AIVL Wisdomtree US AI Enhanced Va | Reduce -7.8% | 0.03% | −0.00 |
| IVOL Quadratic Int Rte Vol Infl H | Reduce -3.0% | 0.05% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -37.1% | 0.01% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -85.7% | 0.00% | −0.00 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -34.1% | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -18.5% | 0.01% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Reduce -4.6% | 0.02% | −0.00 |
| F Ford Motor Co. | Reduce -22.2% | 0.01% | −0.00 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.00 |
| UPS United Parcel Service Class B | Reduce -62.1% | 0.00% | −0.00 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Sold out | 0.00% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Reduce -62.5% | 0.00% | −0.00 |
| EWJ iShares MSCI Japan ETF | Reduce -7.7% | 0.02% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.00 |
| MAS Masco Corp. | Sold out | 0.00% | −0.00 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.00 |
| DELL Dell Technologies -C | Reduce -34.2% | 0.00% | −0.00 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -15.0% | 0.01% | −0.00 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 30.71% | +0.53 |
| IGRO iShares Intl Div Growth ETF | Add +35.3% | 1.94% | +0.51 |
| TCAL T Rowe Pre CPT Apr PR in ETF | New | 0.34% | +0.34 |
| GII State Street SPDR S&P Global | Add +56.9% | 0.74% | +0.27 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +70.9% | 0.51% | +0.21 |
| IEI iShares 3-7 Year Treasury Bo | Add +7685.0% | 0.14% | +0.14 |
| COPX Global X Copper Miners ETF | Add +6.0% | 1.01% | +0.11 |
| TCAF T Rowe PRC Cap Appreciation | Add +40.3% | 0.35% | +0.10 |
| GDX Vaneck Gold Miners ETF | Add +4.0% | 1.00% | +0.08 |
| JIRE JPMorgan Int Res Enh Eqty | Add +197.1% | 0.09% | +0.06 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +300.0% | 0.05% | +0.04 |
| EPI Wisdomtree India Earnings | Add +10.4% | 0.43% | +0.04 |
| PXF Invesco Rafi Developed Marke | Add +8.4% | 0.43% | +0.04 |
| OEF iShares S&P 100 ETF | Add +133.9% | 0.06% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +29.8% | 0.17% | +0.03 |
| ILF iShares Latin America 40 ETF | Add +303.6% | 0.02% | +0.02 |
| OIH Vaneck Oil Services ETF | New | 0.01% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.4% | 0.09% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +2.8% | 0.05% | +0.01 |
| PPTA Perpetua Resources Corp. | New | 0.01% | +0.01 |
| PSQ Proshares Short QQQ | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +6.0% | 0.11% | +0.01 |
| DIS The Walt Disney Co. | Add +19.4% | 0.02% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +5.7% | 1.60% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.3% | 0.14% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +12.9% | 0.14% | +0.01 |
| UTG Reaves Utility Income Fund | Add +1.6% | 0.09% | +0.00 |
| EWW iShares MSCI Mexico ETF | Add +3.9% | 0.01% | +0.00 |
| HESM Hess Midstream LP Class A | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | Add +40.8% | 0.00% | +0.00 |
| QLTA iShares Aaa - A Rated Corpor | Add +11.8% | 0.02% | +0.00 |
| IPIXQ Ipix Corp. | New | 0.00% | 0.00 |
| CVS CVS Health Corp. | Add +0.8% | 0.01% | −0.00 |
| T AT&T Inc. | Add +0.8% | 0.06% | −0.00 |
| DVYE iShares Emerging Markets Div | Add +2.3% | 0.25% | −0.00 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +0.4% | 0.49% | −0.00 |
| HSY The Hershey Co. | Add +0.1% | 0.06% | −0.01 |
| CLOI Vaneck Clo ETF | Add +4.4% | 0.22% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +2.0% | 0.01% | −0.01 |
| YEAR AB Ultra Short Income ETF | Add +4.2% | 0.55% | −0.02 |
| INFL Horizon Kinetics Infl Benef | Add +4.2% | 4.04% | −0.03 |
| SPTS SS SPDR P St Term TSY ETF | Add +7.8% | 4.88% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.0% | 0.41% | −0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.0% | 5.11% | −0.10 |
| IAU iShares Gold Trust | Add +0.2% | 4.08% | −0.11 |
| JEPI JPMorgan Equity Premium Inco | Add +2.5% | 2.57% | −0.17 |
| MINT PIMCO Enhanced Short Maturit | Add +2.3% | 3.26% | −0.21 |
| JPST JPMorgan Ultra-Short Income | Add +1.8% | 3.98% | −0.27 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.7% | 8.08% | −0.64 |
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 |