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
EBNDSpdr Blmbg Barclays Em Mkts Lcl Bd Etf Recent Activity New Position	0.01%	$20,311 1,040 shares@ $19.53 avg price	New Position
COWGPacer Large Cap Growth Leaders Etf Recent Activity New Position	0.01%	$20,249 632 shares@ $32.04 avg price	New Position
SHProshares Short S&p500 Recent Activity New Position	0.01%	$19,113 451 shares@ $42.38 avg price	New Position
BNDXVanguard Total International Bond Etf Recent Activity New Position	0.01%	$14,911 304 shares@ $49.05 avg price	New Position
DONWisdomtree Us Midcap Dividend Etf Recent Activity New Position	0.01%	$11,315 222 shares@ $50.97 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.01%	$8,589 15 shares@ $572.6 avg price	New Position
ECLEcolab Inc Recent Activity New Position	0.01%	$7,498 32 shares@ $234.32 avg price	New Position
IBKRInteractive Brokers Group Inc Class A Recent Activity New Position	0.01%	$7,420 42 shares@ $176.67 avg price	New Position
NEENextera Energy Inc Recent Activity New Position	0.01%	$6,667 93 shares@ $71.69 avg price	New Position
HONHoneywell International Inc Recent Activity New Position	0.01%	$6,099 27 shares@ $225.89 avg price	New Position