test

Greg Lowe

@Lowe Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$234.655MTotal holdings360
Assets growth rate1.1%Assets growth rate (2-Q avg)3.42%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lowe Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Lowe Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 234.655M in assets, with a quarterly growth rate of 1.1% and a 2-quarter average growth rate of 3.42%. The portfolio is managed by Greg Lowe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -1.45%
32.5%
$76.242M
130,088 shares@ $586.09 avg price
QQQInvesco Qqq Trust
Recent Activity
Decreased -1.38%
10.15%
$23.799M
46,551 shares@ $511.24 avg price
USMVIshares Tr Msci Usa Minvolatility
Recent Activity
Decreased -2.22%
8.59%
$20.134M
226,763 shares@ $88.79 avg price
VCSHVanguard Short-term Corporate Bond Etf
Recent Activity
Decreased -1.98%
5.07%
$11.876M
152,242 shares@ $78.02 avg price
SPTSSpdr Portfolio Short Term Treasury Etf
Recent Activity
Increased 16.45%
4.58%
$10.735M
370,031 shares@ $29.02 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Increased 0.03%
4.28%
$10.041M
199,344 shares@ $50.37 avg price
INFLHorizon Kinetics Inflation Bnfcrs Etf
Recent Activity
Increased 0.19%
3.75%
$8.796M
230,990 shares@ $38.09 avg price
IAUIshares Gold Trust
Recent Activity
Increased 0.2%
3.56%
$8.338M
168,404 shares@ $49.51 avg price
MINTPimco Enhanced Short Maturity Etf
Recent Activity
Decreased -3.75%
3.53%
$8.27M
82,422 shares@ $100.34 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Increased 8.7%
2.7%
$6.327M
109,975 shares@ $57.54 avg price