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
SPTSSpdr Portfolio Short Term Treasury Etf Recent Activity Increased 16.45%	4.58%	$10.735M 370,031 shares@ $29.02 avg price	Increased 16.45%
JPSTJpmorgan Ultra-short Income Etf Recent Activity Increased 0.03%	4.28%	$10.041M 199,344 shares@ $50.37 avg price	Increased 0.03%
INFLHorizon Kinetics Inflation Bnfcrs Etf Recent Activity Increased 0.19%	3.75%	$8.796M 230,990 shares@ $38.09 avg price	Increased 0.19%
IAUIshares Gold Trust Recent Activity Increased 0.2%	3.56%	$8.338M 168,404 shares@ $49.51 avg price	Increased 0.2%
JEPIJpmorgan Equity Premium Income Etf Recent Activity Increased 8.7%	2.7%	$6.327M 109,975 shares@ $57.54 avg price	Increased 8.7%
VYMVanguard High Dividend Yield Etf Recent Activity Increased 2.31%	1.44%	$3.373M 26,437 shares@ $127.6 avg price	Increased 2.31%
NOBLProshares S&p 500 Dividend Aristocrats Recent Activity Increased 18.19%	1.19%	$2.785M 27,979 shares@ $99.55 avg price	Increased 18.19%
MDYSpdr S&p Midcap 400 Recent Activity Increased 2.85%	1.05%	$2.449M 4,300 shares@ $569.6 avg price	Increased 2.85%
XLEEnergy Select Sector Spdra Recent Activity Increased 2.59%	0.86%	$2.01M 23,468 shares@ $85.66 avg price	Increased 2.59%
IGROIshares International Dividend Gr Etf Recent Activity Increased 198.39%	0.84%	$1.957M 28,794 shares@ $67.96 avg price	Increased 198.39%