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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
JPEMJpmorgan Diversified Return Emkts Eq Etf
Recent Activity
New Position
0.01%
$6,044
117 shares@ $51.66 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
New Position
0.01%
$6,030
100 shares@ $60.3 avg price
SOSouthern Co
Recent Activity
New Position
0.01%
$6,009
73 shares@ $82.32 avg price
MTUMIshares Msci Usa Momentum Factor Etf
Recent Activity
New Position
0.01%
$5,794
28 shares@ $206.93 avg price
PYPLPaypal Holdings Inc
Recent Activity
New Position
0.01%
$5,377
63 shares@ $85.35 avg price
LQDIshares Iboxx Invst Grade Crp Bond
Recent Activity
New Position
0.01%
$5,342
50 shares@ $106.84 avg price
SCCOSouthern Copper Corp
Recent Activity
New Position
0.01%
$5,286
58 shares@ $91.14 avg price
IWBIshares Russell 1000
Recent Activity
New Position
0.01%
$5,155
16 shares@ $322.19 avg price
OCOwens-corning Inc
Recent Activity
New Position
0.01%
$5,110
30 shares@ $170.34 avg price
SHWSherwin-williams Co
Recent Activity
New Position
0.01%
$5,099
15 shares@ $339.94 avg price