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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
MKCMccormick & Company Inc
Recent Activity
Increased 0.02%
0.46%
$1.061M
13,916 shares@ $76.25 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -9.93%
0.45%
$1.043M
2,474 shares@ $421.47 avg price
JSCPJpmorgan Short Duration Core Plus Etf
Recent Activity
Decreased -5.12%
0.45%
$1.036M
22,212 shares@ $46.64 avg price
PXHInvesco Ftse Rafi Emerging Markets Etf
Recent Activity
Increased 1.69%
0.44%
$1.025M
50,032 shares@ $20.48 avg price
AAPLApple Inc.
Recent Activity
Increased 3.41%
0.41%
$943,217
3,767 shares@ $250.39 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
Increased 7.61%
0.4%
$929,717
16,461 shares@ $56.48 avg price
EPIWisdomtree India Earnings Etf
Recent Activity
Decreased -0.79%
0.39%
$904,359
19,977 shares@ $45.28 avg price
PXFInvesco Ftse Rafi Dev Mkts Ex-us Etf
Recent Activity
Increased 4.31%
0.36%
$840,901
17,559 shares@ $47.9 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
SMOTVaneck Morningstar Smid Moat Etf
Recent Activity
Increased 37.76%
0.28%
$635,041
18,423 shares@ $34.48 avg price