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Showing Q3 2025 data
Lowe Wealth Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Lowe Wealth Advisors, LLC
•CIK: 1574010•Filing: Q3 2025
**Lowe Wealth Advisors, LLC** manages $274M across a diversified portfolio of 393 positions. The strategy exhibits a notable allocation to broad market indices, highlighted by the largest holding in SPY at $83.4M. Significant tactical weight is also evident in technology and sector-specific ETFs, including NDQ ($26.5M) and USMV ($20.7M). This structure suggests a core focus on capturing broad market beta while maintaining targeted exposure to key growth and defensive sectors.
Total AUM
$274.0M
QoQ Performance
+7.0%
Positions
393
Top 10 Concentration
75.2%
Latest Filing
Q3 2025
Top Holdings Allocation
SPY
NDQ
USMV
SPY30.4%
NDQ9.7%
USMV7.5%
VCSH4.9%
SPTS4.8%
IAU*4.4%
INFL4.1%
JPST3.6%
📈 Biggest Buys
GII
SPDR S&P Global Infrastructure ETF
+36.1%
1.0% of portfolio
VYMI
Vanguard Intl Hi Div Yld Idx ETF
+50.6%
0.8% of portfolio
IGRO
iShares International Dividend Gr ETF
+13.0%
2.1% of portfolio
TCAL
T. Rowe Price Cap Apprec Prm Inc ETF
+59.8%
0.5% of portfolio
SPTS
SPDR Portfolio Short Term Treasury ETF
+4.1%
4.8% of portfolio
📉 Biggest Sells
Sector Breakdown
Other66.5%
ETF30.7%
Technology1.4%
Energy0.3%
Financial0.3%
Consumer0.3%
Utilities0.1%
Industrial0.1%
🚪 Exited Positionssold since Q2 2025
+159 more exited positions
Changes from Q2 2025
NEW1 new position
↑44 increased
↓41 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023