Lowe Wealth Advisors, LLC

Est. AUM

$274.0M

13F long equity, this entity only

Positions

395

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR S&P 500 ETF	ETF	$83.4M	125140	30.43%	SOLE
2	Invesco QQQ Trust	UNIT SER 1	$26.5M	44139	9.67%	SOLE
3	iShares Tr MSCI USA MinVolatility	ETF	$20.7M	217277	7.55%	SOLE
4	Vanguard Short-Term Corporate Bond ETF	ETF	$13.4M	167286	4.88%	SOLE
5	SPDR Portfolio Short Term Treasury ETF	ETF	$13.0M	443942	4.75%	SOLE
6	iShares Gold Trust	ETF	$12.0M	165174	4.39%	SOLE
7	Horizon Kinetics Inflation Bnfcrs ETF	HORIZON KINETICS	$11.2M	250770	4.09%	SOLE
8	JPMorgan Ultra-Short Income ETF	ETF	$10.0M	196281	3.63%	SOLE
9	PIMCO Enhanced Short Maturity ETF	ETF	$8.3M	82210	3.02%	SOLE
10	JPMorgan Equity Premium Income ETF	ETF	$6.5M	114096	2.38%	SOLE
11	iShares International Dividend Gr ETF	ETF	$5.7M	71336	2.07%	SOLE
12	iShares DJ US Total Market Index	ETF	$5.3M	32670	1.94%	SOLE
13	Vanguard High Dividend Yield ETF	ETF	$4.4M	31073	1.60%	SOLE
14	Market Vectors Gold Miners ETF	ETF	$3.8M	49221	1.37%	SOLE
15	Global X Copper Miners ETF	ETF	$3.4M	57079	1.25%	SOLE
16	SPDR S&P Global Infrastructure ETF	ETF	$2.7M	38266	0.97%	SOLE
17	SPDR S&P MidCap 400	ETF	$2.6M	4351	0.95%	SOLE
18	Vanguard Intl Hi Div Yld Idx ETF	ETF	$2.1M	24609	0.76%	SOLE
19	Microsoft Corp	COM	$1.5M	2978	0.56%	SOLE
20	Invesco FTSE RAFI Emerging Markets ETF	ETF	$1.4M	54559	0.51%	SOLE
21	T. Rowe Price Cap Apprec Prm Inc ETF	CAPITAL APPRECIA	$1.4M	56823	0.51%	SOLE
22	AB Ultra Short Income ETF	ULTRA SHORT INCM	$1.4M	27174	0.50%	SOLE
23	iShares Russell 3000	ETF	$1.3M	3512	0.49%	SOLE
24	Energy Select Sector SPDRA	COM	$1.2M	13394	0.44%	SOLE
25	ProShares S&P 500 Dividend Aristocrats	S&P 500 DV ARIST	$1.2M	11509	0.43%	SOLE
26	Invesco FTSE RAFI Dev Mkts ex-US ETF	ETF	$1.2M	18951	0.42%	SOLE
27	JPMorgan Short Duration Core Plus ETF	ETF	$1.2M	24291	0.42%	SOLE
28	Pacer US Cash Cows 100 ETF	ETF	$1.1M	19921	0.42%	SOLE
29	APPLE INC.	COM	$1.1M	4299	0.40%	SOLE
30	WisdomTree India Earnings ETF	ETF	$1.1M	24112	0.39%	SOLE
31	T. Rowe Price Capital Apprec Eq ETF	CAP APPRECIATION	$1.0M	26988	0.37%	SOLE
32	McCormick & Company Inc	COM	$932K	13923	0.34%	SOLE
33	VanEck Morningstar SMID Moat ETF	ETF	$698K	19350	0.25%	SOLE
34	iShares Emerging Markets Dividend ETF	ETF	$690K	23235	0.25%	SOLE
35	Vanguard Dividend Apprec Idx ETF	ETF	$682K	3162	0.25%	SOLE
36	VanEck CLO ETF	ETF	$557K	10486	0.20%	SOLE
37	Exxon Mobil Corporation	COM	$556K	4934	0.20%	SOLE
38	Facebook Inc	COM	$501K	682	0.18%	SOLE
39	Vanguard REIT ETF	ETF	$479K	5237	0.17%	SOLE
40	JPMorgan International Rsrch Enh Eq ETF	ETF	$451K	6126	0.16%	SOLE
41	Ameren Corp	COM	$432K	4138	0.16%	SOLE
42	iShares Core MSCI EAFE	ETF	$385K	4413	0.14%	SOLE
43	iShares 3-7 Year Treasury Bond ETF	ETF	$381K	3190	0.14%	SOLE
44	Automatic Data Processing	COM	$357K	1215	0.13%	SOLE
45	TJX Companies Inc	COM	$347K	2402	0.13%	SOLE
46	SPDR Blmbg Barclays 1-3 Mth T-Bill ETF	ETF	$335K	3655	0.12%	SOLE
47	iShares Core MSCI Emerging Markets	ETF	$316K	4800	0.12%	SOLE
48	iShares High Dividend	ETF	$307K	2510	0.11%	SOLE
49	PPL Corp	COM	$297K	8004	0.11%	SOLE
50	Schwab International Equity ETF	ETF	$294K	12631	0.11%	SOLE

1–50 of 395

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.