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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
NOCNorthrop Grumman Corp
Recent Activity
Decreased -8.97%
0.02%
$33,320
71 shares@ $469.3 avg price
EWWIshares Msci Mexico Etf
Recent Activity
Decreased -50.03%
0.02%
$32,727
699 shares@ $46.82 avg price
XLBMaterials Select Sector Spdra
Recent Activity
Decreased -32.25%
0.01%
$17,669
210 shares@ $84.14 avg price
EXCExelon Corp
Recent Activity
Decreased -7.71%
0.01%
$11,251
299 shares@ $37.63 avg price
IBTFIshares Ibonds Dec 2025 Term Tr Etf
Recent Activity
Decreased -42.73%
0.01%
$3,032
130 shares@ $23.33 avg price
SHYIshares 1-3 Year Treasury Bond
Recent Activity
Decreased -98.23%
0.01%
$1,435
18 shares@ $79.73 avg price