Lowe Wealth Advisors, LLC

CIK

1574010

Location

COLUMBIA, MD

Portfolio Value

Small $272,094,320

Diversification

Diversified

Filing Date

Global Rank

#5,033 / 8,113 ▼ 29 · as of Sep 2025

Top Industry

Software - Infrastructure 12.4%

Period ended 1 year ago

Filed Oct 16, 2025 · 1y

23 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 84.4% of the book (60%+)

Turnover

Low turnover

6.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.2 quarters (12+), a floor since 74.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.6%; sector active share 82.8% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

391 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

30.6%

−0.3 pts

Top 5

65.4%

−1.3 pts

Top 10

84.4%

−1.1 pts

HHI

1,370

Diversified−32

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	95.1%	$258,717,308	187
Technology	1.6%	$4,232,992	34
Financial Services	0.6%	$1,634,460	29
Consumer Defensive	0.6%	$1,569,079	15
Energy	0.5%	$1,245,683	17
Utilities	0.4%	$1,135,241	13
Communication Services	0.4%	$1,090,050	12
Consumer Cyclical	0.4%	$1,073,074	22
Industrials	0.2%	$559,733	24
Healthcare	0.2%	$409,241	26
Basic Materials	0.1%	$289,724	7
Real Estate	0.1%	$137,735	5

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TCAL	T. Rowe Price Capital Appreciation Premium Income ETF	+21,270	56,823	$1,385,912
—		+17,304	443,942	$13,016,379
GII	State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF	+10,154	38,266	$2,662,930
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+8,270	24,609	$2,083,890
IGRO	iShares International Dividend Growth ETF	+8,191	71,336	$5,683,339
—		+5,652	250,770	$11,208,165
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+5,399	13,394	$1,196,619
JIRE	JPMorgan International Research Enhanced Equity ETF	+2,900	6,126	$450,506
ILF	iShares Latin America 40 ETF	+2,837	5,178	$149,592
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+2,723	167,286	$13,371,169
COWZ	Pacer US Cash Cows 100 ETF	+2,465	19,921	$1,144,859
PPTA	Perpetua Resources Corp.	+2,271	4,391	$88,829
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	+1,704	4,708	$224,759
PXH	Invesco RAFI Emerging Markets ETF	+1,330	54,559	$1,386,889
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+1,214	26,988	$1,017,447
—		+1,132	11,509	$593,116
EPI	WisdomTree India Earnings Fund	+1,020	24,112	$1,065,750
JSCP	JPMorgan Short Duration Core Plus ETF	+575	24,291	$1,156,494
DVYE	iShares Trust	+510	23,235	$0
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+346	31,073	$4,379,739
OIH	VanEck Oil Services ETF	+266	399	$103,704
VNQ	VANGUARD REAL ESTATE INDEX FUND	+233	5,237	$478,766
SCHX	Schwab U.S. Large-Cap ETF	+222	4,595	$121,032
CSCO	Cisco Systems, Inc.	+200	408	$27,915
ESGU	iShares ESG Aware MSCI USA ETF	+168	1,243	$180,980
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−4,665	196,281	$9,957,335
USMV	iShares MSCI USA Min Vol Factor ETF	−3,156	217,277	$20,671,733
IAU	Ishares Gold Trust	−2,313	165,174	$12,019,711
IBTL	iShares iBonds Dec 2031 Term Treasury ETF	−2,250	2,000	$41,140
SPY	Spdr S&P 500 ETF Trust	−2,164	125,140	$83,365,765
JEPI	JPMorgan Equity Premium Income ETF	−1,645	114,096	$6,514,881
IYY	iShares Dow Jones U.S. ETF	−1,239	32,670	$5,308,221
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	−967	82,210	$8,277,724
SMOT	VanEck Morningstar SMID Moat ETF	−542	19,350	$698,148
YEAR	AB Ultra Short Income ETF	−437	27,174	$1,377,042
QQQ	Invesco Qqq Trust, Series 1	−377	44,139	$26,499,731
COPX	Global X Copper Miners ETF	−327	57,079	$3,413,894
IWV	iShares Russell 3000 ETF	−273	3,512	$1,330,837
MOAT	VanEck Morningstar Wide Moat ETF	−225	1,909	$189,200
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	−223	18,951	$1,159,422
ANGL	VanEck Fallen Angel High Yield Bond ETF	−220	2,100	$62,433
—		−164	3,655	$335,346
ARCC	Ares Capital Corp	−100	729	$14,878
RWL	Invesco Ltd.	−100	200	$22,132
IVW	iShares S&P 500 Growth ETF	−98	1,350	$162,972
VV	VANGUARD LARGE-CAP INDEX FUND	−86	114	$35,096
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	−82	130	$20,049
BMI	Badger Meter Inc	−80	700	$125,006
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−50	865	$75,436
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−46	1,032	$107,854
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	571	$28,589
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	378	$18,155
FNDX	Schwab Fundamental U.S. Large Company ETF	231	$6,075
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	78	$5,800
BKLN	Invesco Ltd.	174	$3,641
FNDA	Schwab Strategic Trust	114	$3,552
IVE	iShares S&P 500 Value ETF	16	$3,304
FNDF	Schwab Fundamental International Equity ETF	74	$3,179
BNDX	Vanguard Total International Bond ETF	63	$3,115
USHY	iShares Broad USD High Yield Corporate Bond ETF	74	$2,795
EFV	iShares MSCI EAFE Value ETF	37	$2,509
NUSC	Nuveen ESG Small-Cap ETF	54	$2,381
DYNF	iShares U.S. Equity Factor Rotation Active ETF	40	$2,368
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	86	$2,263
IUSB	iShares Core Universal USD Bond ETF	43	$2,008
SCHP	Schwab U.S. TIPS ETF	66	$1,778
SCHH	Schwab U.S. REIT ETF	80	$1,725
HPQ	Hp Inc	63	$1,715
IWD	iShares Russell 1000 Value ETF	8	$1,628
FNDE	Schwab Fundamental Emerging Markets Equity ETF	43	$1,554
HPE	Hewlett Packard Enterprise Co	63	$1,547
VB	Vanguard Index Funds	6	$1,525
FNDC	Schwab Fundamental International Small Equity ETF	32	$1,424
MLPA	Global X MLP ETF	29	$1,404
IYW	iShares, Inc.	6	$1,175
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
URA	Global X Uranium ETF	115	$4,463
SRE	Sempra	44	$3,333
AES	Aes Corp	227	$2,388
BXSL	Blackstone Secured Lending Fund	72	$2,214
SHY	iShares 1-3 Year Treasury Bond ETF	18	$1,491
EW	Edwards Lifesciences Corp	15	$1,173
ERTH	Victory Portfolios II	5	$212
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

391 tracked positions · $272,094,320 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 391 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	125,140	-2,164	$83,365,765	+6.0%	23+	before history	30.64%
QQQ	Invesco Qqq Trust, Series 1	Reduced	44,139	-377	$26,499,731	+7.9%	23+	before history	9.74%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	217,277	-3,156	$20,671,733	−0.1%	23+	before history	7.60%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	167,286	+2,723	$13,371,169	+2.2%	23+	before history	4.91%
		Added	443,942	+17,304	$13,016,379	+4.2%	11	$28.94	4.78%
IAU	Ishares Gold Trust	Reduced	165,174	-2,313	$12,019,711	+15.1%	23+	before history	4.42%
		Added	250,770	+5,652	$11,208,165	+8.4%	17	$32.00	4.12%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	196,281	-4,665	$9,957,335	−2.2%	23+	before history	3.66%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Reduced	82,210	-967	$8,277,724	−1.0%	23+	before history	3.04%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	114,096	-1,645	$6,514,881	−1.0%	17	$57.74	2.39%
IGRO	iShares International Dividend Growth ETF	Added	71,336	+8,191	$5,683,339	+14.1%	6	unpriced	2.09%
IYY	iShares Dow Jones U.S. ETF	Reduced	32,670	-1,239	$5,308,221	+3.8%	23+	before history	1.95%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	31,073	+346	$4,379,739	+6.9%	14	$112.13	1.61%
GDX	VanEck Gold Miners ETF	Added	49,221	+80	$3,760,484	+47.0%	23+	before history	1.38%
COPX	Global X Copper Miners ETF	Reduced	57,079	-327	$3,413,894	+32.2%	13	unpriced	1.25%
GII	State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF	Added	38,266	+10,154	$2,662,930	+40.7%	6	$63.46	0.98%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	4,351	+16	$2,593,326	+5.6%	23+	before history	0.95%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	24,609	+8,270	$2,083,890	+59.2%	6	$76.61	0.77%
MSFT	Microsoft Corp Technology	Reduced	2,978	-20	$1,542,455	+3.4%	23+	before history	0.57%
PXH	Invesco RAFI Emerging Markets ETF	Added	54,559	+1,330	$1,386,889	+11.4%	15	unpriced	0.51%
TCAL	T. Rowe Price Capital Appreciation Premium Income ETF	Added	56,823	+21,270	$1,385,912	+57.8%	2	$24.64	0.51%
YEAR	AB Ultra Short Income ETF	Reduced	27,174	-437	$1,377,042	−1.6%	9	$50.29	0.51%
IWV	iShares Russell 3000 ETF	Reduced	3,512	-273	$1,330,837	+0.2%	23+	before history	0.49%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	13,394	+5,399	$1,196,619	+76.5%	23+	before history	0.44%
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	Reduced	18,951	-223	$1,159,422	+5.3%	15	unpriced	0.43%
JSCP	JPMorgan Short Duration Core Plus ETF	Added	24,291	+575	$1,156,494	+2.8%	12	$45.85	0.43%
COWZ	Pacer US Cash Cows 100 ETF	Added	19,921	+2,465	$1,144,859	+19.0%	9	$53.40	0.42%
AAPL	Apple Inc. Technology	Reduced	4,299	-20	$1,094,654	+23.5%	23+	before history	0.40%
EPI	WisdomTree India Earnings Fund	Added	24,112	+1,020	$1,065,750	−2.8%	23+	before history	0.39%
TCAF	T. Rowe Price Capital Appreciation Equity ETF	Added	26,988	+1,214	$1,017,447	+11.9%	7	$31.39	0.37%
MKC	Mccormick & Co Inc Consumer Defensive	Added	13,923	+2	$931,587	−11.7%	23+	before history	0.34%
SMOT	VanEck Morningstar SMID Moat ETF	Reduced	19,350	-542	$698,148	+0.9%	10	unpriced	0.26%
VIG	Vanguard Specialized Funds	Held	3,162	0	$682,327	+5.4%	11	$184.01	0.25%
		Added	11,509	+1,132	$593,116	+13.5%	13	unpriced	0.22%
CLOI	VanEck CLO ETF	Added	10,486	+75	$556,806	+1.0%	7	unpriced	0.20%
XOM	ExxonMobil Holdings Corp Energy	Held	4,934	0	$556,308	+4.6%	23+	before history	0.20%
META	Meta Platforms, Inc. Communication Services	Reduced	682	-20	$500,847	−3.3%	23+	before history	0.18%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	5,237	+233	$478,766	+7.4%	19	$91.61	0.18%
JIRE	JPMorgan International Research Enhanced Equity ETF	Added	6,126	+2,900	$450,506	+97.3%	3	$68.35	0.17%
AEE	Ameren Corp Utilities	Held	4,138	0	$431,924	+8.7%	23+	before history	0.16%
IEFA	iShares Core MSCI EAFE ETF	Added	4,413	+16	$385,299	+5.0%	23+	before history	0.14%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	3,190	+76	$381,236	+2.8%	3	unpriced	0.14%
ADP	Automatic Data Processing Inc Technology	Held	1,215	0	$356,602	−4.8%	23+	before history	0.13%
TJX	Tjx Companies Inc Consumer Cyclical	Held	2,402	0	$347,185	+17.0%	9	$88.05	0.13%
		Reduced	3,655	-164	$335,346	−4.3%	12	$91.58	0.12%
PPL	PPL Corp Utilities	Held	8,004	0	$297,428	+9.6%	23+	before history	0.11%
SCHF	Schwab International Equity ETF	Added	12,631	+78	$294,049	+6.0%	15	unpriced	0.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	574	0	$288,572	+3.5%	23+	before history	0.11%
IVV	iShares Core S&P 500 ETF	Added	428	+119	$286,460	+49.3%	23+	before history	0.11%
IBM	International Business Machines Corp Technology	Held	980	0	$276,516	−4.3%	19	unpriced	0.10%

Showing the top 50 of 391 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.