Lowe Wealth Advisors, LLC

CIK

1574010

Location

COLUMBIA, MD

Portfolio Value

Small $137,814,907

Diversification

Highly concentrated

Filing Date

Global Rank

#4,962 / 7,986 ▲ 5 · as of Sep 2025

Top Industry

Software - Infrastructure 12.6%

3Y Alpha vs SPY

+0.7%

Period ended 9 months ago

Filed Oct 16, 2025 · 9mo

23 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.8%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

207 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

60.5%

−0.6 pts

Top 5

91.4%

+0.2 pts

Top 10

94.0%

+0.1 pts

HHI

4,112

Highly concentrated−51

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	90.4%	$124,607,576	8
Technology	3.1%	$4,232,992	34
Financial Services	1.2%	$1,594,418	26
Consumer Defensive	1.1%	$1,569,080	15
Energy	0.9%	$1,245,683	17
Utilities	0.8%	$1,135,241	13
Consumer Cyclical	0.8%	$1,069,988	21
Communication Services	0.7%	$964,984	11
Industrials	0.4%	$559,564	24
Healthcare	0.3%	$408,040	26
Basic Materials	0.2%	$289,606	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

11 positions

Ticker	Company	Δ Shares	Shares	Value
PPTA	Perpetua Resources Corp.	+2,271	4,391	$88,829
CSCO	Cisco Systems, Inc.	+200	408	$27,915
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
MDY	Spdr S&P Midcap 400 ETF Trust	+16	4,351	$2,593,326
F	Ford Motor Co	+8	1,729	$20,678
CVS	CVS HEALTH Corp	+2	270	$20,355
MKC	Mccormick & Co Inc	+2	13,923	$931,587
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
JNJ	Johnson & Johnson	−33	557	$103,278
PNW	Pinnacle West Capital Corp	−33	17	$1,524
PRU	Prudential Financial Inc	−32	1,071	$111,105
TMO	Thermo Fisher Scientific Inc.	−32	10	$4,850
MPC	Marathon Petroleum Corp	−30	1,391	$268,101
AMGN	Amgen Inc	−30	278	$78,451
VZ	Verizon Communications Inc	−26	2,029	$89,174
PFE	Pfizer Inc	−26	175	$4,459
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
WM	Waste Management Inc	−20	102	$22,524
AAPL	Apple Inc.	−20	4,299	$1,094,654
MSFT	Microsoft Corp	−20	2,978	$1,542,455
PEP	Pepsico Inc	−19	258	$36,233
ECL	Ecolab Inc.	−17	10	$2,738
MRK	Merck & Co., Inc.	−15	250	$20,982
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
HPQ	Hp Inc	63	$1,715
HPE	Hewlett Packard Enterprise Co	63	$1,547
PSKY	Paramount Skydance Corp	25	$473
DXC	DXC Technology Co	5	$68
AQMS	Aqua Metals, Inc.	2	$12
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SRE	Sempra	44	$3,333
AES	Aes Corp	227	$2,388
BXSL	Blackstone Secured Lending Fund	72	$2,214
EW	Edwards Lifesciences Corp	15	$1,173
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

207 positions · $137,814,907 total · 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 207 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	125,140	-2,164	$83,365,765	+6.0%	60.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	44,139	-377	$26,499,731	+7.9%	19.23%
IAU	Ishares Gold Trust	Reduced	165,174	-2,313	$12,019,711	+15.1%	8.72%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	4,351	+16	$2,593,326	+5.6%	1.88%
MSFT	Microsoft Corp Technology	Reduced	2,978	-20	$1,542,455	+3.4%	1.12%
AAPL	Apple Inc. Technology	Reduced	4,299	-20	$1,094,654	+23.5%	0.79%
MKC	Mccormick & Co Inc Consumer Defensive	Added	13,923	+2	$931,587	−11.7%	0.68%
XOM	Exxon Mobil Corp Energy	Held	4,934	0	$556,308	+4.6%	0.40%
META	Meta Platforms, Inc. Communication Services	Reduced	682	-20	$500,847	−3.3%	0.36%
AEE	Ameren Corp Utilities	Held	4,138	0	$431,924	+8.7%	0.31%
ADP	Automatic Data Processing Inc Technology	Held	1,215	0	$356,602	−4.8%	0.26%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	2,402	0	$347,185	+17.0%	0.25%
PPL	PPL Corp Utilities	Held	8,004	0	$297,428	+9.6%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	574	0	$288,572	+3.5%	0.21%
IBM	International Business Machines Corp Technology	Held	980	0	$276,516	−4.3%	0.20%
MPC	Marathon Petroleum Corp Energy	Reduced	1,391	-30	$268,101	+13.6%	0.19%
UTG	Reaves Utility Income Fund Financial Services	Held	6,250	0	$247,625	+9.5%	0.18%
AMZN	Amazon Com Inc Consumer Cyclical	Held	970	0	$212,982	+0.1%	0.15%
HSY	Hershey Co Consumer Defensive	Held	937	0	$175,265	+12.7%	0.13%
PEG	Public Service Enterprise Group Inc Utilities	Held	2,044	0	$170,592	−0.9%	0.12%
T	At&T Inc. Communication Services	Added	5,139	+38	$145,125	−1.7%	0.11%
V	Visa Inc. Financial Services	Held	406	0	$138,600	−3.9%	0.10%
KO	Coca Cola Co Consumer Defensive	Held	2,013	0	$133,502	−6.3%	0.10%
LYV	Live Nation Entertainment, Inc. Communication Services	Held	800	0	$130,720	+8.0%	0.09%
TSLA	Tesla, Inc. Consumer Cyclical	Held	291	0	$129,413	+40.0%	0.09%
BMI	Badger Meter Inc Technology	Reduced	700	-80	$125,006	−34.6%	0.09%
BR	Broadridge Financial Solutions, Inc. Technology	Held	491	0	$116,941	−2.0%	0.08%
HD	Home Depot, Inc. Consumer Cyclical	Held	276	0	$111,832	+10.5%	0.08%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	400	0	$111,716	+23.3%	0.08%
PRU	Prudential Financial Inc Financial Services	Reduced	1,071	-32	$111,105	−6.2%	0.08%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	3,000	0	$110,070	+21.9%	0.08%
JNJ	Johnson & Johnson Healthcare	Reduced	557	-33	$103,278	+14.6%	0.07%
ENB	Enbridge Inc Energy	Held	1,982	0	$100,011	+11.3%	0.07%
GRMN	Garmin Ltd Technology	Held	400	0	$98,488	+18.0%	0.07%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	1,136	-4	$96,105	−8.0%	0.07%
CVX	Chevron Corp Energy	Reduced	617	-21	$95,813	+4.9%	0.07%
WMT	Walmart Inc. Consumer Defensive	Held	915	0	$94,299	+5.4%	0.07%
GE	General Electric Co Industrials	Held	305	0	$91,750	+16.9%	0.07%
SLV	iShares Silver Trust	Held	2,116	0	$89,654	+29.1%	0.07%
VZ	Verizon Communications Inc Communication Services	Reduced	2,029	-26	$89,174	+0.3%	0.06%
PPTA	Perpetua Resources Corp. Basic Materials	Added	4,391	+2,271	$88,829	+245.2%	0.06%
ROK	Rockwell Automation, Inc Industrials	Held	248	0	$86,683	+5.2%	0.06%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	990	0	$83,466	+44.7%	0.06%
GEV	GE Vernova Inc. Industrials	Added	129	+38	$79,322	+64.7%	0.06%
AMGN	Amgen Inc Healthcare	Reduced	278	-30	$78,451	−8.8%	0.06%
PLD	Prologis, Inc. Real Estate	Held	673	0	$77,071	+8.9%	0.06%
INTC	Intel Corp Technology	Held	2,292	0	$76,896	+49.8%	0.06%
SLF	Sun Life Financial Inc Financial Services	Held	1,279	0	$76,778	−9.7%	0.06%
LMT	Lockheed Martin Corp Industrials	Held	144	0	$71,886	+7.8%	0.05%
LNKB	LINKBANCORP, Inc. Financial Services	Held	9,876	0	$70,415	−2.5%	0.05%