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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
EPIWisdomtree India Earnings Etf
Recent Activity
Decreased -0.79%
0.39%
$904,359
19,977 shares@ $45.28 avg price
CALFPacer Us Small Cap Cash Cows 100 Etf
Recent Activity
Decreased -22.8%
0.3%
$697,869
15,857 shares@ $44.02 avg price
SMHVaneck Vectors Semiconductor Etf
Recent Activity
Decreased -22.47%
0.21%
$471,989
1,949 shares@ $242.17 avg price
IEFAIshares Core Msci Eafe
Recent Activity
Decreased -7.3%
0.13%
$303,369
4,317 shares@ $70.28 avg price
PPLPpl Corp
Recent Activity
Decreased -2.2%
0.11%
$250,457
7,716 shares@ $32.46 avg price
IEMGIshares Core Msci Emerging Markets
Recent Activity
Decreased -22.29%
0.11%
$236,557
4,530 shares@ $52.23 avg price
UTGReaves Utility Income
Recent Activity
Decreased -15.48%
0.09%
$207,570
6,550 shares@ $31.7 avg price
VVisa Inc
Recent Activity
Decreased -12.87%
0.06%
$128,332
406 shares@ $316.09 avg price
IVOLQuadratic Intrst Rt Vol & Infl H Etf
Recent Activity
Decreased -20.71%
0.06%
$118,858
6,700 shares@ $17.74 avg price
SHYGIshares 0-5 Year High Yield Corp Bd Etf
Recent Activity
Decreased -14.16%
0.05%
$116,964
2,745 shares@ $42.61 avg price