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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
PAASPan American Silver Corp
Recent Activity
Exited
0%
$9,997
479 shares@ $20.88 avg price
NCLHNorwegian Cruise Line Holdings Ltd
Recent Activity
Exited
0%
$3,958
193 shares@ $20.51 avg price
IBTIIshares Ibonds Dec 2028 Term Tr Etf
Recent Activity
Exited
0%
$2,296
102 shares@ $22.51 avg price
IBTHIshares Ibonds Dec 2027 Term Tr Etf
Recent Activity
Exited
0%
$2,286
101 shares@ $22.64 avg price
IBTGIshares Ibonds Dec 2026 Term Tr Etf
Recent Activity
Exited
0%
$2,283
99 shares@ $23.07 avg price
IBTEIshares Ibonds Dec 2024 Term Tr Etf
Recent Activity
Exited
0%
$2,256
94 shares@ $24.0 avg price
RCLRoyal Caribbean Cruises Ltd
Recent Activity
Exited
0%
$1,774
10 shares@ $177.4 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1,510
10 shares@ $151.0 avg price
MEDMedifast Inc
Recent Activity
Exited
0%
$574
30 shares@ $19.14 avg price
DRIDarden Restaurants Inc.
Recent Activity
Exited
0%
$164
1 shares@ $164.0 avg price