Greg Lowe

@Lowe Wealth Advisors, Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$234.655M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSTRMicrostrategy Inc Class A Recent Activity New Position	0.03%	$55,028 190 shares@ $289.63 avg price	New Position
VTWOVanguard Russell 2000 Etf Recent Activity New Position	0.03%	$53,777 602 shares@ $89.34 avg price	New Position
BSVVanguard Short Term Bond Etf Recent Activity New Position	0.03%	$53,703 695 shares@ $77.28 avg price	New Position
NVDANvidia Corp Recent Activity New Position	0.02%	$45,793 341 shares@ $134.3 avg price	New Position
VGITVanguard Intmdt-term Trs Etf Recent Activity New Position	0.02%	$43,036 742 shares@ $58.0 avg price	New Position
SCHASchwab Us Small-cap Etf Recent Activity New Position	0.02%	$34,627 1,339 shares@ $25.87 avg price	New Position
BCDAbrdn Blmb Allcmdldsk1fr Etf Recent Activity New Position	0.02%	$31,236 997 shares@ $31.33 avg price	New Position
VNQIVanguard Global Ex-us Real Estate Etf Recent Activity New Position	0.02%	$29,710 751 shares@ $39.57 avg price	New Position
KRESpdr S&p Regional Banking Etf Recent Activity New Position	0.02%	$24,925 413 shares@ $60.36 avg price	New Position
VSSVanguard Ftse All-wld Ex-us Smcp Etf Recent Activity New Position	0.01%	$23,354 204 shares@ $114.49 avg price	New Position