Lowe Wealth Advisors, LLC 13F Holdings · last filed Q3 2025
Lowe Wealth Advisors, LLC reported 395 securities worth $273.96M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: SPY (30.43%), QQQ (9.67%), USMV (7.55%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF | $83.4M | 30.43% | 125,140 | Trimmed |
| 2 | QQQ | Invesco QQQ Trust | $26.5M | 9.67% | 44,139 | Trimmed |
| 3 | USMV | iShares Tr MSCI USA MinVolatility | $20.7M | 7.55% | 217,277 | Trimmed |
| 4 | VCSH | Vanguard Short-Term Corporate Bond ETF | $13.4M | 4.88% | 167,286 | Added |
| 5 | SPTS | SPDR Portfolio Short Term Treasury ETF | $13.0M | 4.75% | 443,942 | Added |
| 6 | IAU | iShares Gold Trust | $12.0M | 4.39% | 165,174 | Trimmed |
| 7 | INFL | Horizon Kinetics Inflation Bnfcrs ETF | $11.2M | 4.09% | 250,770 | Added |
| 8 | JPST | JPMorgan Ultra-Short Income ETF | $10.0M | 3.63% | 196,281 | Trimmed |
| 9 | MINT | PIMCO Enhanced Short Maturity ETF | $8.3M | 3.02% | 82,210 | Trimmed |
| 10 | JEPI | JPMorgan Equity Premium Income ETF | $6.5M | 2.38% | 114,096 | Trimmed |
| 11 | IGRO | iShares International Dividend Gr ETF | $5.7M | 2.07% | 71,336 | Added |
| 12 | IYY | iShares DJ US Total Market Index | $5.3M | 1.94% | 32,670 | Trimmed |
| 13 | VYM | Vanguard High Dividend Yield ETF | $4.4M | 1.60% | 31,073 | Added |
| 14 | GDX | Market Vectors Gold Miners ETF | $3.8M | 1.37% | 49,221 | Added |
| 15 | COPX | Global X Copper Miners ETF | $3.4M | 1.25% | 57,079 | Trimmed |
| 16 | GII | SPDR S&P Global Infrastructure ETF | $2.7M | 0.97% | 38,266 | Added |
| 17 | MDY | SPDR S&P MidCap 400 | $2.6M | 0.95% | 4,351 | Added |
| 18 | VYMI | Vanguard Intl Hi Div Yld Idx ETF | $2.1M | 0.76% | 24,609 | Added |
| 19 | MSFT | Microsoft Corp | $1.5M | 0.56% | 2,978 | Trimmed |
| 20 | PXH | Invesco FTSE RAFI Emerging Markets ETF | $1.4M | 0.51% | 54,559 | Added |
| 21 | TCAL | T. Rowe Price Cap Apprec Prm Inc ETF | $1.4M | 0.51% | 56,823 | Added |
| 22 | YEAR | AB Ultra Short Income ETF | $1.4M | 0.50% | 27,174 | Trimmed |
| 23 | IWV | iShares Russell 3000 | $1.3M | 0.49% | 3,512 | Trimmed |
| 24 | XLE | Energy Select Sector SPDRA | $1.2M | 0.44% | 13,394 | Added |
| 25 | NOBL | ProShares S&P 500 Dividend Aristocrats | $1.2M | 0.43% | 11,509 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR