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
EWZIshares Msci Brazil Etf Recent Activity Exited	0%	$686,498 23,279 shares@ $29.5 avg price	Exited
7434⤦Proshares Short S&p500 Recent Activity Exited	0%	$65,154 6,005 shares@ $10.85 avg price	Exited
ELVElevance Health Inc Recent Activity Exited	0%	$50,440 97 shares@ $520.0 avg price	Exited
VALEVale Sa Recent Activity Exited	0%	$46,662 3,995 shares@ $11.69 avg price	Exited
GDGeneral Dynamics Corp Recent Activity Exited	0%	$30,220 100 shares@ $302.2 avg price	Exited
TWTradeweb Markets Inc Recent Activity Exited	0%	$18,798 152 shares@ $123.68 avg price	Exited
DGDollar General Corp Recent Activity Exited	0%	$16,914 200 shares@ $84.57 avg price	Exited
FSLRFirst Solar Inc Recent Activity Exited	0%	$14,966 60 shares@ $249.44 avg price	Exited
AEMAgnico Eagle Mines Ltd Recent Activity Exited	0%	$13,856 172 shares@ $80.56 avg price	Exited
SRCLStericycle Inc Recent Activity Exited	0%	$12,200 200 shares@ $61.0 avg price	Exited