Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
The latest 13F from Lowe Wealth Advisors, LLC covers Q3 2025 (filed Oct 16, 2025): 395 long positions worth $274.0M. The top 10 holdings make up 74.8% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 30.4%. Livermore has 19 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q3 2025
Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 39
- Est. +$118.0K
- Added
- 49
- Est. +$5.30M
- Reduced
- 59
- Est. −$3.25M
- Sold out
- 9
- Est. −$15.6K
Top 5 holdings
Share of this quarter's portfolio value
- SPYSPDR S&P 500 ETF Trust
- Invesco QQQ Trust Series I46090E1039.7%$26.5M
- iShares MSCI USA Min Vol Factor ETF46429B6977.5%$20.7M
- Vanguard Scottsdale FDS92206C4094.9%$13.4M
- SPDR Series Trust78468R1014.8%$13.0M
Biggest buys
New and added positions, by estimated amount bought
- SPDR Index Shs FDS78463X855+$706.6KAdded
- Vanguard Whitehall FDS921946794+$700.3KAdded
- iShares Tr46435G524+$652.6KAdded
- T Rowe Price ETF Inc87283Q784+$518.8KAdded
- SPDR Series Trust78468R101+$507.4KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- VanEck ETF Trust92189F106+0.37 pp1.0% → 1.4%
- Vanguard Whitehall FDS921946794+0.25 pp0.5% → 0.8%
- SPDR Index Shs FDS78463X855+0.23 pp0.7% → 1.0%
- State Street Energy Select Sector SPDR ETF81369Y506+0.17 pp0.3% → 0.4%
- T Rowe Price ETF Inc87283Q784+0.16 pp0.3% → 0.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- SPYSPDR S&P 500 ETF Trust
- iShares MSCI USA Min Vol Factor ETF46429B697−$300.3KReduced
- JPMorgan Ultra-Short Income ETF46641Q837−$236.7KReduced
- Invesco QQQ Trust Series I46090E103−$226.3KReduced
- iShares Tr464287846−$201.3KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares MSCI USA Min Vol Factor ETF46429B697−0.53 pp8.1% → 7.5%
- JPMorgan Ultra-Short Income ETF46641Q837−0.34 pp4.0% → 3.6%
- SPYSPDR S&P 500 ETF Trust
- PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833−0.24 pp3.3% → 3.0%
- J P Morgan Exchange Traded F46641Q332−0.19 pp2.6% → 2.4%
Metrics
13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $274.0M
- +$17.8M (+6.9%) vs. prior quarter
- Positions
- 395
- +30 vs. prior quarter
- Top 10 concentration
- 74.8%
- Top 10 as share of value
- Turnover
- 1.2%
- Q3 2025, one quarter
- Average holding period
- 17.1 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
19 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $274.0M (Q3 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q3 2025 | Oct 16, 2025 | 395 | $274.0M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 8, 2025 | 365 | $256.2M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 8, 2025 | 372 | $235.4M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 10, 2025 | 360 | $234.7M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 2, 2024 | 318 | $232.1M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 9, 2024 | 315 | $219.5M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 9, 2024 | 307 | $214.7M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 5, 2024 | 315 | $202.1M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 23, 2023 | 305 | $188.0M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 7, 2023 | 356 | $197.1M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 5, 2023 | 351 | $185.8M | SPYiShares MSCI USA Min Vol Factor ETFInvesco QQQ Trust Series I | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 17, 2023 | 357 | $181.0M | SPYiShares MSCI USA Min Vol Factor ETFInvesco QQQ Trust Series I | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 6, 2022 | 358 | $169.9M | SPYiShares MSCI USA Min Vol Factor ETFInvesco QQQ Trust Series I | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 7, 2022 | 334 | $183.2M | SPYiShares MSCI USA Min Vol Factor ETFInvesco QQQ Trust Series I | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 8, 2022 | 339 | $221.0M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q4 2021 | SEC |
| Q4 2021 | Jan 18, 2022 | 315 | $227.2M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 5, 2021 | 299 | $210.9M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 1, 2021 | 292 | $208.8M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 6, 2021 | 290 | $198.8M | SPYInvesco QQQ Trust Series IiShares MSCI USA Min Vol Factor ETF | – | SEC |