Lowe Wealth Advisors, LLC
Filing Date
Global Rank
#4,967
/ 8,095
▼ 47
· as of Sep 2025
Top Industry
Software - Infrastructure
12.5%
3Y Alpha vs SPY
-4.1%
Period ended 11 months ago
Filed Oct 16, 2025 · 11mo
23 quarters · since Mar 2020
Clone Performance
Sep 2023–Apr 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+40.4%
SPY
+53.8%
Annualised alpha
-4.1%
Max drawdown
−13.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 10 quarters.Lowe Wealth Advisors, LLC has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
252 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
30.6%
−0.2 pts
Top 5
65.8%
−1.3 pts
Top 10
84.7%
−1.0 pts
HHI
1,379
Diversified−30
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.1% | $258,905,789 |
| Technology | 1.6% | $4,232,992 |
| Consumer Defensive | 0.6% | $1,568,714 |
| Financial Services | 0.6% | $1,564,044 |
| Energy | 0.5% | $1,245,683 |
| Utilities | 0.4% | $1,135,241 |
| Communication Services | 0.4% | $1,090,050 |
| Consumer Cyclical | 0.4% | $1,073,074 |
| Industrials | 0.2% | $559,733 |
| Healthcare | 0.2% | $409,241 |
| Basic Materials | 0.1% | $289,717 |
| Real Estate | 0.1% | $137,735 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TACN | T. Rowe Price Active Core International Equity ETF | +22,484 | 83,811 | $2,403,359 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | +17,140 | 448,209 | $13,432,631 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | +10,154 | 41,483 | $2,790,464 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +8,616 | 57,758 | $6,645,042 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +5,696 | 403,803 | $37,515,905 | |
| AAA | Alternative Access First Priority CLO Bond ETF | +5,652 | 250,770 | $11,208,165 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +5,247 | 14,510 | $672,784 | |
| BNDW | Vanguard Total World Bond ETF | +2,723 | 167,994 | $13,413,670 | |
| AAAP | Pacer Barings CLO Market Flex ETF | +2,465 | 19,921 | $1,144,859 | |
| PPTA | Perpetua Resources Corp. | +2,271 | 4,391 | $88,829 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +1,717 | 8,529 | $462,046 | |
| EFU | ProShares Trust UltraShort MSCI EAFE | +1,132 | 11,509 | $593,116 | |
| BAB | Invesco Taxable Municipal Bond ETF | +1,107 | 73,510 | $2,546,311 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | +1,062 | 21,792 | $547,945 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +1,020 | 25,350 | $1,179,244 | |
| VIG | Vanguard Dividend Appreciation ETF | +233 | 8,399 | $1,161,093 | |
| CSCO | Cisco Systems, Inc. | +200 | 408 | $27,915 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +168 | 6,832 | $356,543 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +78 | 730 | $57,249 | |
| IVZ | Invesco Ltd. | +74 | 374 | $25,773 | |
| DELL | Dell Technologies Inc. | +74 | 149 | $21,123 | |
| DIS | Walt Disney Co | +61 | 536 | $61,372 | |
| AVGO | Broadcom Inc. | +40 | 90 | $29,691 | |
| GEV | GE Vernova Inc. | +38 | 129 | $79,322 | |
| T | At&T Inc. | +38 | 5,139 | $145,125 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | −2,860 | 342,981 | $18,220,668 | |
| IAU | Ishares Gold Trust | −2,313 | 165,174 | $12,019,711 | |
| SPY | Spdr S&P 500 ETF Trust | −2,164 | 125,140 | $83,365,765 | |
| BILZ | PIMCO Ultra Short Government Active ETF | −967 | 82,210 | $8,277,724 | |
| AFK | VanEck Africa Index ETF | −565 | 84,150 | $5,539,236 | |
| BUFC | AB Conservative Buffer ETF | −437 | 27,174 | $1,377,042 | |
| AGNG | Global X Funds Global X Aging Population ETF | −413 | 57,158 | $3,417,069 | |
| QQQ | Invesco Qqq Trust, Series 1 | −377 | 44,139 | $26,499,731 | |
| ARCC | Ares Capital Corp | −100 | 729 | $14,878 | |
| BMI | Badger Meter Inc | −80 | 700 | $125,006 | |
| DOW | Dow Inc. | −44 | 41 | $940 | |
| PNW | Pinnacle West Capital Corp | −33 | 17 | $1,524 | |
| JNJ | Johnson & Johnson | −33 | 557 | $103,278 | |
| PRU | Prudential Financial Inc | −32 | 1,071 | $111,105 | |
| TMO | Thermo Fisher Scientific Inc. | −32 | 10 | $4,850 | |
| AMGN | Amgen Inc | −30 | 278 | $78,451 | |
| MPC | Marathon Petroleum Corp | −30 | 1,391 | $268,101 | |
| PFE | Pfizer Inc | −26 | 175 | $4,459 | |
| VZ | Verizon Communications Inc | −26 | 2,029 | $89,174 | |
| GOOGL | Alphabet Inc. | −25 | 487 | $118,565 | |
| MCD | Mcdonalds Corp | −25 | 125 | $37,986 | |
| COP | Conocophillips | −22 | 100 | $9,459 | |
| EXC | Exelon Corp | −21 | 278 | $12,512 | |
| CVX | Chevron Corp | −21 | 617 | $95,813 | |
| META | Meta Platforms, Inc. | −20 | 682 | $500,847 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 571 | $28,589 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 64 | $3,276 | |
| BNDX | Vanguard Total International Bond ETF | 63 | $3,115 | |
| NCLO | Nuveen AA-BBB CLO ETF | 54 | $2,381 | |
| HPQ | Hp Inc | 63 | $1,715 | |
| HPE | Hewlett Packard Enterprise Co | 63 | $1,547 | |
| ASHR | Xtrackers Harvest CSI 300 China A-Shares ETF | 22 | $816 | |
| PSKY | Paramount Skydance Corp | 25 | $473 | |
| DXC | DXC Technology Co | 5 | $68 | |
| No positions match the current search. | ||||
252 tracked positions ·
$272,212,013 total
· filing declares
395 positions · $273,960,834
· as of Sep 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 252 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 125,140 | $83,365,765 | 30.63% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 403,803 | $37,515,905 | 13.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 44,139 | $26,499,731 | 9.73% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 342,981 | $18,220,668 | 6.69% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Added | 448,209 | $13,432,631 | 4.93% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 167,994 | $13,413,670 | 4.93% | |
| IAU |
Ishares Gold Trust
|
Reduced | 165,174 | $12,019,711 | 4.42% | |
| AAA |
Alternative Access First Priority CLO Bond ETF
|
Added | 250,770 | $11,208,165 | 4.12% | |
| BILZ |
PIMCO Ultra Short Government Active ETF
|
Reduced | 82,210 | $8,277,724 | 3.04% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 57,758 | $6,645,042 | 2.44% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 84,150 | $5,539,236 | 2.03% | |
| AGNG |
Global X Funds Global X Aging Population ETF
|
Reduced | 57,158 | $3,417,069 | 1.26% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Added | 41,483 | $2,790,464 | 1.03% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 4,351 | $2,593,326 | 0.95% | |
| BAB |
Invesco Taxable Municipal Bond ETF
|
Added | 73,510 | $2,546,311 | 0.94% | |
| TACN |
T. Rowe Price Active Core International Equity ETF
|
Added | 83,811 | $2,403,359 | 0.88% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,978 | $1,542,455 | 0.57% | |
| BUFC |
AB Conservative Buffer ETF
|
Reduced | 27,174 | $1,377,042 | 0.51% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 25,350 | $1,179,244 | 0.43% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 8,399 | $1,161,093 | 0.43% | |
| AAAP |
Pacer Barings CLO Market Flex ETF
|
Added | 19,921 | $1,144,859 | 0.42% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,299 | $1,094,654 | 0.40% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 13,923 | $931,587 | 0.34% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 14,510 | $672,784 | 0.25% | |
| EFU |
ProShares Trust UltraShort MSCI EAFE
|
Added | 11,509 | $593,116 | 0.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 4,934 | $556,308 | 0.20% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 21,792 | $547,945 | 0.20% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 2,216 | $524,001 | 0.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 682 | $500,847 | 0.18% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 8,529 | $462,046 | 0.17% | |
| AEE |
Ameren Corp
Utilities
|
Held | 4,138 | $431,924 | 0.16% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,215 | $356,602 | 0.13% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 6,832 | $356,543 | 0.13% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Held | 2,402 | $347,185 | 0.13% | |
| PPL |
PPL Corp
Utilities
|
Held | 8,004 | $297,428 | 0.11% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 574 | $288,572 | 0.11% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 980 | $276,516 | 0.10% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 1,391 | $268,101 | 0.10% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
Held | 6,250 | $247,625 | 0.09% | |
| BKF |
iShares MSCI BIC ETF
|
Added | 4,028 | $242,512 | 0.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 970 | $212,982 | 0.08% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 937 | $175,265 | 0.06% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 2,044 | $170,592 | 0.06% | |
| T |
At&T Inc.
Communication Services
|
Added | 5,139 | $145,125 | 0.05% | |
| V |
Visa Inc.
Financial Services
|
Held | 406 | $138,600 | 0.05% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 2,013 | $133,502 | 0.05% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Held | 800 | $130,720 | 0.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 291 | $129,413 | 0.05% | |
| AGIX |
KraneShares Trust KraneShares Public-Private AI & Technology ETF
|
Held | 6,500 | $125,320 | 0.05% | |
| BMI |
Badger Meter Inc
Technology
|
Reduced | 700 | $125,006 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.