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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
USIGIshares Broad Usd Invm Grd Corp Bd Etf
Recent Activity
New Position
0.01%
$2,665
53 shares@ $50.29 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.01%
$2,654
44 shares@ $60.32 avg price
MASMasco Corp
Recent Activity
New Position
0.01%
$2,467
34 shares@ $72.56 avg price
BXSLBlackstone Secured Lending Fund Ordinary Shares
Recent Activity
New Position
0.01%
$2,326
72 shares@ $32.31 avg price
MNSTMonster Beverage Corp
Recent Activity
New Position
0.01%
$2,313
44 shares@ $52.57 avg price
MGMMgm Resorts International
Recent Activity
New Position
0.01%
$2,183
63 shares@ $34.66 avg price
CRLCharles River Laboratories International Inc
Recent Activity
New Position
0.01%
$2,031
11 shares@ $184.64 avg price
BITBBitwise Bitcoin Etf
Recent Activity
New Position
0.01%
$1,678
33 shares@ $50.85 avg price
TELTe Connectivity Ltd
Recent Activity
New Position
0.01%
$1,430
10 shares@ $143.0 avg price
SYYSysco Corp
Recent Activity
New Position
0.01%
$1,300
17 shares@ $76.48 avg price