StockDriftsStockDriftsTop 50 Lowe Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF | 30.43% | 125.1K | $83.4M | -1.70%(-2.16K) | $205.94(+235.20%) | 2025-09-30 | |
| QQQ | Invesco QQQ Trust | 9.67% | 44.1K | $26.5M | -0.85%(-377) | $103.51(+502.75%) | 2025-09-30 | |
| USMV | iShares Tr MSCI USA MinVolatility | 7.55% | 217.3K | $20.7M | -1.43%(-3.16K) | $40.06(+137.44%) | 2025-09-30 | |
| VCSH | Vanguard Short-Term Corporate Bond ETF | 4.88% | 167.3K | $13.4M | +1.65%(+2.72K) | $80.15(-0.52%) | 2025-09-30 | |
| SPTS | SPDR Portfolio Short Term Treasury ETF | 4.75% | 443.9K | $13.0M | +4.06%(+17.30K) | $28.95(+1.05%) | 2025-09-30 | |
| IAU | iShares Gold Trust | 4.39% | 165.2K | $12.0M | -1.38%(-2.31K) | $26.42(+223.01%) | 2025-09-30 | |
| INFL | Horizon Kinetics Inflation Bnfcrs ETF | 4.09% | 250.8K | $11.2M | +2.31%(+5.65K) | $32.10(+40.15%) | 2025-09-30 | |
| JPST | JPMorgan Ultra-Short Income ETF | 3.63% | 196.3K | $10.0M | -2.32%(-4.67K) | $50.40(+0.70%) | 2025-09-30 | |
| MINT | PIMCO Enhanced Short Maturity ETF | 3.02% | 82.2K | $8.3M | -1.16%(-967) | $101.34(-0.68%) | 2025-09-30 | |
| JEPI | JPMorgan Equity Premium Income ETF | 2.38% | 114.1K | $6.5M | -1.42%(-1.65K) | $57.72(+0.52%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.39% | +65.93% | — | — | +65.93% |
| Top 20 Holdings Unweighted | +15.69% | +54.84% | — | — | +54.84% |
Lowe Wealth Advisors, Llc reports $273.96M in US-listed equity holdings across 395 positions in its most recent 13F filing. Its largest disclosed positions are SPY (30.4%), QQQ (9.7%) and USMV (7.5%). The top 20 holdings account for 86.77% of reported assets. Its disclosed equity book has returned +65.93% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lowe Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1574010). View Lowe Wealth Advisors, Llc’s 13F filings on SEC