Lowe Wealth Advisors
COLUMBIA, MDfiles as Lowe Wealth Advisors, LLC
$274m in 395 US stocks at the end of 30 September 2025. The top 10 are 74.8% of the money. It changed about 2.6% of the portfolio this quarter.
Value
$274m
Stocks
395
Top 10 share
74.8%
Turnover
2.6%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard MUN BD FDSVTEB<0.1% of the fund
- Ishares TREAGG<0.1% of the fund
- Schwab Strategic TRFNDX<0.1% of the fund
- Vanguard BD Index FDSBND<0.1% of the fund
- IsharesESGE<0.1% of the fund
- Invesco Exch Traded FD TR IIBKLN<0.1% of the fund
- Schwab Strategic TRFNDA<0.1% of the fund
- Ishares TRIVE<0.1% of the fund
- Schwab Strategic TRFNDF<0.1% of the fund
- Vanguard Charlotte FDSBNDX<0.1% of the fund
- Ishares TRUSHY<0.1% of the fund
- Ishares TREFV<0.1% of the fund
- Nushares ETF TRNUSC<0.1% of the fund
- Blackrock ETF TrustDYNF<0.1% of the fund
- Spdr Series TrustSPIP<0.1% of the fund
- Ishares TRIUSB<0.1% of the fund
- Schwab Strategic TRSCHP<0.1% of the fund
- Schwab Strategic TRSCHH<0.1% of the fund
- HPHPQ<0.1% of the fund
- Ishares TRIWD<0.1% of the fund
- Schwab Strategic TRFNDE<0.1% of the fund
- Hewlett Packard EnterpriseHPE<0.1% of the fund
- Vanguard Index FDSVB<0.1% of the fund
- Schwab Strategic TRFNDC<0.1% of the fund
- Global X FDSMLPA<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPTS4.8% of the fund+4%
- Listed FDS TRINFL4.1% of the fund+2%
- Ishares TRIGRO2.1% of the fund+13%
- Spdr Index SHS FDSGII1.0% of the fund+36%
- Vanguard Whitehall FDSVYMI0.8% of the fund+51%
- Invesco Exch Traded FD TR IIPXH0.5% of the fund+3%
- T Rowe Price Exchange-TradedTCAL0.5% of the fund+60%
- Select Sector Spdr TRXLE0.4% of the fund+68%
- Proshares TRNOBL0.4% of the fund+11%
- J P Morgan Exchange Traded FJSCP0.4% of the fund+2%
- Pacer FDS TRCOWZ0.4% of the fund+14%
- Wisdomtree TREPI0.4% of the fund+4%
- T Rowe Price Exchange-TradedTCAF0.4% of the fund+5%
- IsharesDVYE0.3% of the fund+2%
- Vanguard Index FDSVNQ0.2% of the fund+5%
- J P Morgan Exchange Traded FJIRE0.2% of the fund+90%
- Ishares TRIEI0.1% of the fund+2%
- Ishares TRIVV0.1% of the fund+39%
- Vanguard Intl Equity Index FVNQI<0.1% of the fund+57%
- Ishares TRESGU<0.1% of the fund+16%
- Ishares TRILF<0.1% of the fund+121%
- Schwab Strategic TRSCHX<0.1% of the fund+5%
- Vaneck ETF TrustOIH<0.1% of the fund+200%
- Perpetua ResourcesPPTA<0.1% of the fund+107%
- GE VernovaGEV<0.1% of the fund+42%
Cut
Sold some of their stake.
- J P Morgan Exchange Traded FJPST3.6% of the fund-2%
- Ishares TRIYY1.9% of the fund-4%
- Ishares TRIWV0.5% of the fund-7%
- Vaneck ETF TrustSMOT0.3% of the fund-3%
- Meta PlatformsMETA0.2% of the fund-3%
- Spdr Series TrustBIL0.1% of the fund-4%
- Marathon PetroleumMPC<0.1% of the fund-2%
- Vaneck ETF TrustMOAT<0.1% of the fund-11%
- Ishares TRIVW<0.1% of the fund-7%
- Vaneck ETF TrustSMH<0.1% of the fund-3%
- Badger MeterBMI<0.1% of the fund-10%
- Prudential FinancialPRU<0.1% of the fund-3%
- Spdr Series TrustSPYG<0.1% of the fund-4%
- Johnson & JohnsonJNJ<0.1% of the fund-6%
- ChevronCVX<0.1% of the fund-3%
- AlphabetGOOG<0.1% of the fund-6%
- AmgenAMGN<0.1% of the fund-10%
- Select Sector Spdr TRXLU<0.1% of the fund-5%
- Vaneck ETF TrustANGL<0.1% of the fund-9%
- Costco WholesaleCOST<0.1% of the fund-8%
- Ishares TRIBTL<0.1% of the fund-53%
- McDonald'sMCD<0.1% of the fund-17%
- PepsiCoPEP<0.1% of the fund-7%
- Vanguard Index FDSVV<0.1% of the fund-43%
- Waste ManagementWM<0.1% of the fund-16%
Sold out
Sold their entire stake.
- Global X FDSURA-100%
- SempraSRE-100%
- AESAES-100%
- Blackstone Secured Lending FundBXSL-100%
- Ishares TRSHY-100%
- Edwards LifesciencesEW-100%
- Paramount Global Class B.com-100%
- Invesco Exchange Traded FD TERTH-100%
- Aqua Metals INC COM New-100%
- Ipix-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 30.4%
- Value
- $83m
- Shares
- 125,140
Held
- Invesco QQQ TRQQQ
- Share
- 9.7%
- Value
- $26m
- Shares
- 44,139
Held
- Ishares TRUSMV
- Share
- 7.5%
- Value
- $21m
- Shares
- 217,277
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 4.9%
- Value
- $13m
- Shares
- 167,286
Held
- Spdr Series TrustSPTS
- Share
- 4.8%
- Value
- $13m
- Shares
- 443,942
+4%
- Ishares Gold TRIAU
- Share
- 4.4%
- Value
- $12m
- Shares
- 165,174
Held
- Listed FDS TRINFL
- Share
- 4.1%
- Value
- $11m
- Shares
- 250,770
+2%
- J P Morgan Exchange Traded FJPST
- Share
- 3.6%
- Value
- $10m
- Shares
- 196,281
-2%
- Pimco ETF TRMINT
- Share
- 3.0%
- Value
- $8m
- Shares
- 82,210
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 2.4%
- Value
- $7m
- Shares
- 114,096
Held
- Ishares TRIGRO
- Share
- 2.1%
- Value
- $6m
- Shares
- 71,336
+13%
- Ishares TRIYY
- Share
- 1.9%
- Value
- $5m
- Shares
- 32,670
-4%
- Vanguard Whitehall FDSVYM
- Share
- 1.6%
- Value
- $4m
- Shares
- 31,073
Held
- Vaneck ETF TrustGDX
- Share
- 1.4%
- Value
- $4m
- Shares
- 49,221
Held
- Global X FDSCOPX
- Share
- 1.2%
- Value
- $3m
- Shares
- 57,079
Held
- Spdr Index SHS FDSGII
- Share
- 1.0%
- Value
- $3m
- Shares
- 38,266
+36%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.9%
- Value
- $3m
- Shares
- 4,351
Held
- Vanguard Whitehall FDSVYMI
- Share
- 0.8%
- Value
- $2m
- Shares
- 24,609
+51%
- Invesco Exch Traded FD TR IIPXH
- Share
- 0.5%
- Value
- $1m
- Shares
- 54,559
+3%
- T Rowe Price Exchange-TradedTCAL
- Share
- 0.5%
- Value
- $1m
- Shares
- 56,823
+60%
- AB Active EtfsYEAR
- Share
- 0.5%
- Value
- $1m
- Shares
- 27,174
Held
- Ishares TRIWV
- Share
- 0.5%
- Value
- $1m
- Shares
- 3,512
-7%
- Select Sector Spdr TRXLE
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,394
+68%
- Proshares TRNOBL
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,509
+11%
- Invesco Exch Traded FD TR IIPXF
- Share
- 0.4%
- Value
- $1m
- Shares
- 18,951
Held
- J P Morgan Exchange Traded FJSCP
- Share
- 0.4%
- Value
- $1m
- Shares
- 24,291
+2%
- Pacer FDS TRCOWZ
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,921
+14%
- Wisdomtree TREPI
- Share
- 0.4%
- Value
- $1m
- Shares
- 24,112
+4%
- T Rowe Price Exchange-TradedTCAF
- Share
- 0.4%
- Value
- $1m
- Shares
- 26,988
+5%
- Vaneck ETF TrustSMOT
- Share
- 0.3%
- Value
- $698,148
- Shares
- 19,350
-3%
- IsharesDVYE
- Share
- 0.3%
- Value
- $689,847
- Shares
- 23,235
+2%
- Vanguard Specialized FundsVIG
- Share
- 0.2%
- Value
- $682,328
- Shares
- 3,162
Held
- Vaneck ETF TrustCLOI
- Share
- 0.2%
- Value
- $556,807
- Shares
- 10,486
Held
- Vanguard Index FDSVNQ
- Share
- 0.2%
- Value
- $478,767
- Shares
- 5,237
+5%
- J P Morgan Exchange Traded FJIRE
- Share
- 0.2%
- Value
- $450,506
- Shares
- 6,126
+90%
- Ishares TRIEFA
- Share
- 0.1%
- Value
- $385,304
- Shares
- 4,413
Held
- Ishares TRIEI
- Share
- 0.1%
- Value
- $381,237
- Shares
- 3,190
+2%
- Spdr Series TrustBIL
- Share
- 0.1%
- Value
- $335,346
- Shares
- 3,655
-4%
- IsharesIEMG
- Share
- 0.1%
- Value
- $316,416
- Shares
- 4,800
Held
- Ishares TRHDV
- Share
- 0.1%
- Value
- $307,350
- Shares
- 2,510
Held
- Schwab Strategic TRSCHF
- Share
- 0.1%
- Value
- $294,050
- Shares
- 12,631
Held
- Ishares TRIVV
- Share
- 0.1%
- Value
- $286,460
- Shares
- 428
+39%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $256,629
- Shares
- 782
Held
- Reaves Utility Income FundUTG
- Share
- <0.1%
- Value
- $247,625
- Shares
- 6,250
Held
- Vanguard Intl Equity Index FVNQI
- Share
- <0.1%
- Value
- $224,760
- Shares
- 4,708
+57%
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $204,314
- Shares
- 426
Held
- Vaneck ETF TrustMOAT
- Share
- <0.1%
- Value
- $189,201
- Shares
- 1,909
-11%
- Ishares TRESGU
- Share
- <0.1%
- Value
- $180,981
- Shares
- 1,243
+16%
- Ishares TRDSI
- Share
- <0.1%
- Value
- $174,819
- Shares
- 1,388
Held
- Ishares TROEF
- Share
- <0.1%
- Value
- $174,408
- Shares
- 524
Held
- Ishares TRIPAC
- Share
- <0.1%
- Value
- $170,725
- Shares
- 2,325
Held
- Vanguard Whitehall FDSVIGI
- Share
- <0.1%
- Value
- $168,033
- Shares
- 1,876
Held
- Ishares TRIVW
- Share
- <0.1%
- Value
- $162,972
- Shares
- 1,350
-7%
- Vanguard Intl Equity Index FVWO
- Share
- <0.1%
- Value
- $157,393
- Shares
- 2,905
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $153,389
- Shares
- 470
-3%
- Ishares TRILF
- Share
- <0.1%
- Value
- $149,592
- Shares
- 5,178
+121%
- Vanguard Index FDSVTV
- Share
- <0.1%
- Value
- $148,446
- Shares
- 796
Held
- Ishares TRDVY
- Share
- <0.1%
- Value
- $144,516
- Shares
- 1,017
Held
- Ishares TREEM
- Share
- <0.1%
- Value
- $140,949
- Shares
- 2,640
Held
- J P Morgan Exchange Traded FHELO
- Share
- <0.1%
- Value
- $134,550
- Shares
- 2,070
Held
- Kraneshares TrustIVOL
- Share
- <0.1%
- Value
- $125,320
- Shares
- 6,500
Held
- Ishares TRIJR
- Share
- <0.1%
- Value
- $123,108
- Shares
- 1,036
Held
- Schwab Strategic TRSCHX
- Share
- <0.1%
- Value
- $121,032
- Shares
- 4,595
+5%
- Spdr Series TrustPSK
- Share
- <0.1%
- Value
- $117,002
- Shares
- 3,538
Held
- Sprott Asset Management LPCEF
- Share
- <0.1%
- Value
- $110,070
- Shares
- 3,000
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $108,519
- Shares
- 449
Held
- Spdr Series TrustSPYG
- Share
- <0.1%
- Value
- $107,854
- Shares
- 1,032
-4%
- Ishares TRACWX
- Share
- <0.1%
- Value
- $106,486
- Shares
- 1,638
Held
- Vaneck ETF TrustOIH
- Share
- <0.1%
- Value
- $103,704
- Shares
- 399
+200%
- Spdr Index SHS FDSCWI
- Share
- <0.1%
- Value
- $100,011
- Shares
- 2,864
Held
- Ishares TRIBTK
- Share
- <0.1%
- Value
- $98,123
- Shares
- 4,937
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 30.4% | $83m | 125,140 | Held |
| Invesco QQQ TRQQQ | 9.7% | $26m | 44,139 | Held |
| Ishares TRUSMV | 7.5% | $21m | 217,277 | Held |
| Vanguard Scottsdale FDSVCSH | 4.9% | $13m | 167,286 | Held |
| Spdr Series TrustSPTS | 4.8% | $13m | 443,942 | +4% |
| Ishares Gold TRIAU | 4.4% | $12m | 165,174 | Held |
| Listed FDS TRINFL | 4.1% | $11m | 250,770 | +2% |
| J P Morgan Exchange Traded FJPST | 3.6% | $10m | 196,281 | -2% |
| Pimco ETF TRMINT | 3.0% | $8m | 82,210 | Held |
| J P Morgan Exchange Traded FJEPI | 2.4% | $7m | 114,096 | Held |
| Ishares TRIGRO | 2.1% | $6m | 71,336 | +13% |
| Ishares TRIYY | 1.9% | $5m | 32,670 | -4% |
| Vanguard Whitehall FDSVYM | 1.6% | $4m | 31,073 | Held |
| Vaneck ETF TrustGDX | 1.4% | $4m | 49,221 | Held |
| Global X FDSCOPX | 1.2% | $3m | 57,079 | Held |
| Spdr Index SHS FDSGII | 1.0% | $3m | 38,266 | +36% |
| State STR Spdr S&P Midcap 40MDY | 0.9% | $3m | 4,351 | Held |
| Vanguard Whitehall FDSVYMI | 0.8% | $2m | 24,609 | +51% |
| MicrosoftMSFT | 0.6% | $2m | 2,978 | Held |
| Invesco Exch Traded FD TR IIPXH | 0.5% | $1m | 54,559 | +3% |
| T Rowe Price Exchange-TradedTCAL | 0.5% | $1m | 56,823 | +60% |
| AB Active EtfsYEAR | 0.5% | $1m | 27,174 | Held |
| Ishares TRIWV | 0.5% | $1m | 3,512 | -7% |
| Select Sector Spdr TRXLE | 0.4% | $1m | 13,394 | +68% |
| Proshares TRNOBL | 0.4% | $1m | 11,509 | +11% |
| Invesco Exch Traded FD TR IIPXF | 0.4% | $1m | 18,951 | Held |
| J P Morgan Exchange Traded FJSCP | 0.4% | $1m | 24,291 | +2% |
| Pacer FDS TRCOWZ | 0.4% | $1m | 19,921 | +14% |
| AppleAAPL | 0.4% | $1m | 4,299 | Held |
| Wisdomtree TREPI | 0.4% | $1m | 24,112 | +4% |
| T Rowe Price Exchange-TradedTCAF | 0.4% | $1m | 26,988 | +5% |
| McCormickMKC | 0.3% | $931,581 | 13,923 | Held |
| Vaneck ETF TrustSMOT | 0.3% | $698,148 | 19,350 | -3% |
| IsharesDVYE | 0.3% | $689,847 | 23,235 | +2% |
| Vanguard Specialized FundsVIG | 0.2% | $682,328 | 3,162 | Held |
| Vaneck ETF TrustCLOI | 0.2% | $556,807 | 10,486 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $556,309 | 4,934 | Held |
| Meta PlatformsMETA | 0.2% | $500,847 | 682 | -3% |
| Vanguard Index FDSVNQ | 0.2% | $478,767 | 5,237 | +5% |
| J P Morgan Exchange Traded FJIRE | 0.2% | $450,506 | 6,126 | +90% |
| AmerenAEE | 0.2% | $431,924 | 4,138 | Held |
| Ishares TRIEFA | 0.1% | $385,304 | 4,413 | Held |
| Ishares TRIEI | 0.1% | $381,237 | 3,190 | +2% |
| Automatic Data ProcessingADP | 0.1% | $356,603 | 1,215 | Held |
| TJX CompaniesTJX | 0.1% | $347,185 | 2,402 | Held |
| Spdr Series TrustBIL | 0.1% | $335,346 | 3,655 | -4% |
| IsharesIEMG | 0.1% | $316,416 | 4,800 | Held |
| Ishares TRHDV | 0.1% | $307,350 | 2,510 | Held |
| PPLPPL | 0.1% | $297,424 | 8,004 | Held |
| Schwab Strategic TRSCHF | 0.1% | $294,050 | 12,631 | Held |
| Berkshire HathawayBRK-B | 0.1% | $288,573 | 574 | Held |
| Ishares TRIVV | 0.1% | $286,460 | 428 | +39% |
| International Business MachinesIBM | 0.1% | $276,517 | 980 | Held |
| Marathon PetroleumMPC | <0.1% | $268,101 | 1,391 | -2% |
| Vanguard Index FDSVTI | <0.1% | $256,629 | 782 | Held |
| Reaves Utility Income FundUTG | <0.1% | $247,625 | 6,250 | Held |
| Vanguard Intl Equity Index FVNQI | <0.1% | $224,760 | 4,708 | +57% |
| Amazon.comAMZN | <0.1% | $212,983 | 970 | Held |
| Vanguard Index FDSVUG | <0.1% | $204,314 | 426 | Held |
| Vaneck ETF TrustMOAT | <0.1% | $189,201 | 1,909 | -11% |
| Ishares TRESGU | <0.1% | $180,981 | 1,243 | +16% |
| HersheyHSY | <0.1% | $175,345 | 937 | Held |
| Ishares TRDSI | <0.1% | $174,819 | 1,388 | Held |
| Ishares TROEF | <0.1% | $174,408 | 524 | Held |
| Ishares TRIPAC | <0.1% | $170,725 | 2,325 | Held |
| Public Service Enterprise GroupPEG | <0.1% | $170,592 | 2,044 | Held |
| Vanguard Whitehall FDSVIGI | <0.1% | $168,033 | 1,876 | Held |
| Ishares TRIVW | <0.1% | $162,972 | 1,350 | -7% |
| Vanguard Intl Equity Index FVWO | <0.1% | $157,393 | 2,905 | Held |
| Vaneck ETF TrustSMH | <0.1% | $153,389 | 470 | -3% |
| Ishares TRILF | <0.1% | $149,592 | 5,178 | +121% |
| Vanguard Index FDSVTV | <0.1% | $148,446 | 796 | Held |
| AT&TT | <0.1% | $145,138 | 5,139 | Held |
| Ishares TRDVY | <0.1% | $144,516 | 1,017 | Held |
| Ishares TREEM | <0.1% | $140,949 | 2,640 | Held |
| VisaV | <0.1% | $138,657 | 406 | Held |
| J P Morgan Exchange Traded FHELO | <0.1% | $134,550 | 2,070 | Held |
| Coca-ColaKO | <0.1% | $133,502 | 2,013 | Held |
| Live Nation EntertainmentLYV | <0.1% | $130,720 | 800 | Held |
| TeslaTSLA | <0.1% | $129,414 | 291 | Held |
| Kraneshares TrustIVOL | <0.1% | $125,320 | 6,500 | Held |
| Badger MeterBMI | <0.1% | $125,006 | 700 | -10% |
| Ishares TRIJR | <0.1% | $123,108 | 1,036 | Held |
| Schwab Strategic TRSCHX | <0.1% | $121,032 | 4,595 | +5% |
| Spdr Series TrustPSK | <0.1% | $117,002 | 3,538 | Held |
| Broadridge Financial SolutionsBR | <0.1% | $116,941 | 491 | Held |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $111,716 | 400 | Held |
| Home DepotHD | <0.1% | $111,698 | 276 | Held |
| Prudential FinancialPRU | <0.1% | $111,106 | 1,071 | -3% |
| Sprott Asset Management LPCEF | <0.1% | $110,070 | 3,000 | Held |
| Ishares TRIWM | <0.1% | $108,519 | 449 | Held |
| Spdr Series TrustSPYG | <0.1% | $107,854 | 1,032 | -4% |
| Ishares TRACWX | <0.1% | $106,486 | 1,638 | Held |
| Vaneck ETF TrustOIH | <0.1% | $103,704 | 399 | +200% |
| Johnson & JohnsonJNJ | <0.1% | $103,211 | 557 | -6% |
| EnbridgeENB | <0.1% | $100,012 | 1,982 | Held |
| Spdr Index SHS FDSCWI | <0.1% | $100,011 | 2,864 | Held |
| GarminGRMN | <0.1% | $98,488 | 400 | Held |
| Ishares TRIBTK | <0.1% | $98,123 | 4,937 | Held |
| StarbucksSBUX | <0.1% | $96,106 | 1,136 | Held |
Showing the largest 100 of 395.
Over time and by industry
Value over time
Sep '25
Value is up 6.9% since 30 June 2025.
Where the money is
Technology1.3%
Everyday goods0.6%
Utilities0.4%
Industrials0.4%
Retail & consumer0.4%
Energy0.4%
Media & telecom0.4%
Financial services0.4%
Health care0.1%
Materials0.1%
Real estate0.1%
Other95.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.