Greg Lowe

@Lowe Wealth Advisors, Llc

Latest period2024 - Q4

Reported9d ago

Managed Assets$234.655M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BKRBaker Hughes Co Class A Recent Activity New Position	0.01%	$5,086 124 shares@ $41.02 avg price	New Position
TWLOTwilio Inc Recent Activity New Position	0.01%	$4,972 46 shares@ $108.09 avg price	New Position
KMIKinder Morgan Inc. Recent Activity New Position	0.01%	$4,850 177 shares@ $27.41 avg price	New Position
GOOGLAlphabet Inc A Recent Activity New Position	0.01%	$4,733 25 shares@ $189.32 avg price	New Position
LLYEli Lilly And Co Recent Activity New Position	0.01%	$4,632 6 shares@ $772.0 avg price	New Position
FTNTFortinet Inc Recent Activity New Position	0.01%	$4,630 49 shares@ $94.49 avg price	New Position
PNWPinnacle West Capital Corp Recent Activity New Position	0.01%	$4,239 50 shares@ $84.78 avg price	New Position
SCIService Corp International Recent Activity New Position	0.01%	$4,230 53 shares@ $79.82 avg price	New Position
ESEversource Energy Recent Activity New Position	0.01%	$4,135 72 shares@ $57.44 avg price	New Position
ITWIllinois Tool Works Inc Recent Activity New Position	0.01%	$4,057 16 shares@ $253.57 avg price	New Position