§ 13F · FUND PROFILE
Lowe Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256M (13F)Positions · 365Turnover · — · Q2Filed · Jul 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$961K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF | 127K | $79M | 30.7% | ±0% |
| 2 | QQQ | Invesco QQQ Trust | 45K | $25M | 9.6% | ±0% |
| 3 | USMV | iShares Tr MSCI USA MinVolatility | 220K | $21M | 8.1% | +1% |
| 4 | VCSH | Vanguard Short-Term Corporate Bond ETF | 165K | $13M | 5.1% | +6% |
| 5 | SPTS | SPDR Portfolio Short Term Treasury ETF | 427K | $12M | 4.9% | +8% |
| 6 | IAU | iShares Gold Trust | 167K | $10M | 4.1% | ±0% |
| 7 | INFL | Horizon Kinetics Inflation Bnfcrs ETF | 245K | $10M | 4.0% | +4% |
| 8 | JPST | JPMorgan Ultra-Short Income ETF | 201K | $10M | 4.0% | +2% |
| 9 | MINT | PIMCO Enhanced Short Maturity ETF | 83K | $8M | 3.3% | +2% |
| 10 | JEPI | JPMorgan Equity Premium Income ETF | 116K | $7M | 2.6% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOWE SIGNAL
AC read
Lowe Wealth Advisors, LLC is a Other fund managing $256 million in assets. The fund runs a broad portfolio of 365 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed