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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
IYYIshares Dj Us Total Market Index
Recent Activity
Decreased -2.19%
2.09%
$4.896M
34,215 shares@ $143.09 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
Increased 2.31%
1.44%
$3.373M
26,437 shares@ $127.6 avg price
NOBLProshares S&p 500 Dividend Aristocrats
Recent Activity
Increased 18.19%
1.19%
$2.785M
27,979 shares@ $99.55 avg price
MDYSpdr S&p Midcap 400
Recent Activity
Increased 2.85%
1.05%
$2.449M
4,300 shares@ $569.6 avg price
XLEEnergy Select Sector Spdra
Recent Activity
Increased 2.59%
0.86%
$2.01M
23,468 shares@ $85.66 avg price
IGROIshares International Dividend Gr Etf
Recent Activity
Increased 198.39%
0.84%
$1.957M
28,794 shares@ $67.96 avg price
GDXMarket Vectors Gold Miners Etf
Recent Activity
Decreased -5.89%
0.67%
$1.551M
45,743 shares@ $33.91 avg price
COPXGlobal X Copper Miners Etf
Recent Activity
Increased 5.57%
0.59%
$1.384M
36,242 shares@ $38.19 avg price
IWVIshares Russell 3000
Recent Activity
Decreased -11.86%
0.54%
$1.263M
3,780 shares@ $334.25 avg price
YEARAb Ultra Short Income Etf
Recent Activity
Increased 6.88%
0.51%
$1.192M
23,675 shares@ $50.35 avg price