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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
LYVLive Nation Entertainment Inc
Recent Activity
Decreased -1.96%
0.05%
$103,600
800 shares@ $129.5 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -8.24%
0.04%
$81,152
167 shares@ $485.95 avg price
LNKBLinkbancorp Ord
Recent Activity
Decreased -33.33%
0.04%
$73,872
9,876 shares@ $7.48 avg price
XLUUtilities Spdr Etf
Recent Activity
Decreased -15.76%
0.04%
$70,770
935 shares@ $75.69 avg price
AIVLWisdomtree Us Dividend Ex-financials Etf
Recent Activity
Decreased -25.72%
0.03%
$68,279
641 shares@ $106.52 avg price
DISDisney Walt Company
Recent Activity
Decreased -9.37%
0.03%
$58,125
522 shares@ $111.36 avg price
IDVIshares International Select Dividend
Recent Activity
Decreased -17.01%
0.03%
$54,760
2,000 shares@ $27.38 avg price
MRKMerck & Co. Inc.
Recent Activity
Decreased -15.79%
0.03%
$53,023
533 shares@ $99.49 avg price
NEMNewmont Mining Corp
Recent Activity
Decreased -33.55%
0.02%
$36,848
990 shares@ $37.23 avg price
QLTAIshares Aaa - A Rated Corporate Bond Etf
Recent Activity
Decreased -57.14%
0.02%
$35,794
765 shares@ $46.79 avg price