Lowe Wealth Advisors, LLC
- SEC CIK
- 0001574010
- Latest filing
- Oct 16, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 307
- −8 vs. Q4 2023
- Portfolio value
- $214.7M
- +$12.6M (+6.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 259,473 | $7.50M | 3.5% | +28,814+12.5% | Added | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 89,256 | $8.97M | 4.2% | −1,405−1.5% | Reduced | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 200,595 | $10.1M | 4.7% | +2,489+1.3% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 153,086 | $11.8M | 5.5% | −511−0.3% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 236,292 | $19.7M | 9.2% | −956−0.4% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 50,646 | $22.5M | 10.5% | −263−0.5% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 135,764 | $71.0M | 33.1% | −906−0.7% | Reduced | History |
Sold out since Q4 2023 (16)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| CCJCameco Corp | Stock | 5,315 | $229.1K | 0.1% | History |
| ADMArcher-Daniels-Midland Co | Stock | 211 | $15.2K | <0.1% | History |
| LEGLeggett & Platt Inc | Stock | 500 | $13.1K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 60 | $11.4K | <0.1% | History |
| CMRE.PCCostamare Inc. | PRD | 287 | $7.28K | <0.1% | History |
| SPLKSplunk Inc | COM | 40 | $6.09K | <0.1% | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 75 | $5.45K | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 63 | $4.85K | <0.1% | – |
| AXPAmerican Express Co | Stock | 20 | $3.75K | <0.1% | History |
| TURN180 Degree Capital Corp. | COM NEW | 683 | $2.80K | <0.1% | History |
| MNKDMannkind Corp | COM NEW | 500 | $1.82K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 50 | $1.21K | <0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 41 | $691 | <0.1% | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 11 | $520 | <0.1% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 4 | $142 | <0.1% | – |
| BRCCBRC Inc. | COM CL A | 35 | $127 | <0.1% | History |