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 |
|---|---|---|
| Top 20 Holdings Weighted | +18.39% | +65.93% |
| Top 20 Holdings Unweighted | +15.69% | +54.84% |
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