Lowe Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Lowe Wealth Advisors, LLC 13F Holdings
CIK 0001574010 · COLUMBIA, MD
As of Sep 30, 2025, Lowe Wealth Advisors, LLC reported
395 positions worth $272.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 125,140 | $83.4M | 30.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 44,139 | $26.5M | 9.72% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 217,277 | $20.7M | 7.58% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 167,286 |
|
3.4M4.90% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 443,942 |
3.0M | 4.77% |
| ISHARES GOLD TRUST | IAU | — | 165,174 |
2.0M | 4.41% |
| HORIZON KINETICS INFLATION BENEFICIARIES ETF | INFL | — | 250,770 |
1.2M | 4.11% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 196,281 |
0.0M | 3.65% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 82,210 | $8.3M | 3.04% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 114,096 | $6.5M | 2.39% |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | IGRO | — | 71,336 | $5.7M | 2.08% |
| ISHARES DOW JONES US ETF | IYY | — | 32,670 | $5.3M | 1.95% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 31,073 | $4.4M | 1.61% |
| VANECK GOLD MINERS ETF | GDX | — | 49,221 | $3.8M | 1.38% |
| GLOBAL X COPPER MINERS ETF | COPX | — | 57,079 | $3.4M | 1.25% |
| SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF | GII | — | 38,266 | $2.7M | 0.98% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 4,351 | $2.6M | 0.95% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 24,609 | $2.1M | 0.76% |
| MICROSOFT CORP | MSFT | Technology | 2,978 |
.5M | 0.57% |
| INVESCO RAFI EMERGING MARKETS ETF | PXH | — | 54,559 |
.4M | 0.51% |
| T ROWE PRICE ETF INC | TCAL | — | 56,823 |
.4M | 0.51% |
| AB ACTIVE ETFS INC | YEAR | — | 27,174 |
.4M | 0.51% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 3,512 |
.3M | 0.49% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 13,394 |
.2M | 0.44% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 11,509 |
.2M | 0.44% |