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
KHCKraft Heinz Co Recent Activity New Position	0.01%	$4,023 131 shares@ $30.71 avg price	New Position
EMNEastman Chemical Co Recent Activity New Position	0.01%	$4,018 44 shares@ $91.32 avg price	New Position
SRESempra Energy Recent Activity New Position	0.01%	$3,860 44 shares@ $87.73 avg price	New Position
FELGFidelity Enhanced Large Cap Growth Etf Recent Activity New Position	0.01%	$3,565 101 shares@ $35.3 avg price	New Position
POOLPool Corp Recent Activity New Position	0.01%	$3,409 10 shares@ $340.9 avg price	New Position
EVRGEvergy Inc Recent Activity New Position	0.01%	$3,385 55 shares@ $61.55 avg price	New Position
LINLinde Plc Recent Activity New Position	0.01%	$3,349 8 shares@ $418.63 avg price	New Position
AESThe Aes Corp Recent Activity New Position	0.01%	$2,921 227 shares@ $12.87 avg price	New Position
WTRGEssential Utilities Inc Recent Activity New Position	0.01%	$2,797 77 shares@ $36.33 avg price	New Position
LHXL3harris Technologies Inc Recent Activity New Position	0.01%	$2,734 13 shares@ $210.31 avg price	New Position