LOWE WEALTH ADVISORS, LLC

Filed: 1/10/2025ACC: 0001574010-25-000001

📋 What this filing means

LOWE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 360 equity positions with a total reported market value of $234.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

360

Positions

$234.65M

Total AUM (reported)

2.43M

Total Shares

Allocation by class

ETF$183.66M78.3%

UNIT SER 1$23.80M10.1%

COM$13.14M5.6%

HORIZON KINETICS$8.80M3.7%

S&P 500 DV ARIST$2.79M1.2%

ULTRA SHORT INCM$1.19M0.5%

CAP APPRECIATION$551.4K0.2%

Portfolio Concentration

Top 3$120.17M51.2%

4–10$64.38M27.4%

11–25$27.97M11.9%

Rest$22.13M9.4%

Top 3 weight

51.2%

Top 10 weight

78.7%

Voting Authority Distribution

Total shares with voting rights: 2.43M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.43M

% of voting shares100.0%

Investment Discretion (by position count)

Sole360

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings360

Rows:

SPDR S&P 500 ETF

SOLE

ETF

Shares130.09K

TypeSH

Market value$76.24M

32.49%

Sole

0.00

Shared

0.00

None

130.09K

Invesco QQQ Trust

SOLE

UNIT SER 1

Shares46.55K

TypeSH

Market value$23.80M

10.14%

Sole

0.00

Shared

0.00

None

46.55K

iShares Tr MSCI USA MinVolatility

SOLE

ETF

Shares226.76K

TypeSH

Market value$20.13M

8.58%

Sole

0.00

Shared

0.00

None

226.76K

Vanguard Short-Term Corporate Bond ETF

SOLE

ETF

Shares152.24K

TypeSH

Market value$11.88M

5.06%

Sole

0.00

Shared

0.00

None

152.24K

SPDR Portfolio Short Term Treasury ETF

SOLE

ETF

Shares370.03K

TypeSH

Market value$10.73M

4.57%

Sole

0.00

Shared

0.00

None

370.03K

JPMorgan Ultra-Short Income ETF

SOLE

ETF

Shares199.34K

TypeSH

Market value$10.04M

4.28%

Sole

0.00

Shared

0.00

None

199.34K

Horizon Kinetics Inflation Bnfcrs ETF

SOLE

HORIZON KINETICS

Shares230.99K

TypeSH

Market value$8.80M

3.75%

Sole

0.00

Shared

0.00

None

230.99K

iShares Gold Trust

SOLE

ETF

Shares168.40K

TypeSH

Market value$8.34M

3.55%

Sole

0.00

Shared

0.00

None

168.40K

PIMCO Enhanced Short Maturity ETF

SOLE

ETF

Shares82.42K

TypeSH

Market value$8.27M

3.52%

Sole

0.00

Shared

0.00

None

82.42K

JPMorgan Equity Premium Income ETF

SOLE

ETF

Shares109.97K

TypeSH

Market value$6.33M

2.70%

Sole

0.00

Shared

0.00

None

109.97K

iShares DJ US Total Market Index

SOLE

ETF

Shares34.22K

TypeSH

Market value$4.90M

2.09%

Sole

0.00

Shared

0.00

None

34.22K

Vanguard High Dividend Yield ETF

SOLE

ETF

Shares26.44K

TypeSH

Market value$3.37M

1.44%

Sole

0.00

Shared

0.00

None

26.44K

ProShares S&P 500 Dividend Aristocrats

SOLE

S&P 500 DV ARIST

Shares27.98K

TypeSH

Market value$2.79M

1.19%

Sole

0.00

Shared

0.00

None

27.98K

SPDR S&P MidCap 400

SOLE

ETF

Shares4.30K

TypeSH

Market value$2.45M

1.04%

Sole

0.00

Shared

0.00

None

4.30K

Energy Select Sector SPDRA

SOLE

COM

Shares23.47K

TypeSH

Market value$2.01M

0.86%

Sole

0.00

Shared

0.00

None

23.47K

iShares International Dividend Gr ETF

SOLE

ETF

Shares28.79K

TypeSH

Market value$1.96M

0.83%

Sole

0.00

Shared

0.00

None

28.79K

Market Vectors Gold Miners ETF

SOLE

ETF

Shares45.74K

TypeSH

Market value$1.55M

0.66%

Sole

0.00

Shared

0.00

None

45.74K

Global X Copper Miners ETF

SOLE

ETF

Shares36.24K

TypeSH

Market value$1.38M

0.59%

Sole

0.00

Shared

0.00

None

36.24K

iShares Russell 3000

SOLE

ETF

Shares3.78K

TypeSH

Market value$1.26M

0.54%

Sole

0.00

Shared

0.00

None

3.78K

AB Ultra Short Income ETF

SOLE

ULTRA SHORT INCM

Shares23.68K

TypeSH

Market value$1.19M

0.51%

Sole

0.00

Shared

0.00

None

23.68K

McCormick & Company Inc

SOLE

COM

Shares13.92K

TypeSH

Market value$1.06M

0.45%

Sole

0.00

Shared

0.00

None

13.92K

Microsoft Corp

SOLE

COM

Shares2.47K

TypeSH

Market value$1.04M

0.44%

Sole

0.00

Shared

0.00

None

2.47K

JPMorgan Short Duration Core Plus ETF

SOLE

ETF

Shares22.21K

TypeSH

Market value$1.04M

0.44%

Sole

0.00

Shared

0.00

None

22.21K

Invesco FTSE RAFI Emerging Markets ETF

SOLE

ETF

Shares50.03K

TypeSH

Market value$1.02M

0.44%

Sole

0.00

Shared

0.00

None

50.03K

APPLE INC.

SOLE

COM

Shares3.77K

TypeSH

Market value$943.2K

0.40%

Sole

0.00

Shared

0.00

None

3.77K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETFSOLE	ETF	130.09K	SH	$76.24M 32.49%	130.09K
Invesco QQQ TrustSOLE	UNIT SER 1	46.55K	SH	$23.80M 10.14%	46.55K
iShares Tr MSCI USA MinVolatilitySOLE	ETF	226.76K	SH	$20.13M 8.58%	226.76K
Vanguard Short-Term Corporate Bond ETFSOLE	ETF	152.24K	SH	$11.88M 5.06%	152.24K
SPDR Portfolio Short Term Treasury ETFSOLE	ETF	370.03K	SH	$10.73M 4.57%	370.03K
JPMorgan Ultra-Short Income ETFSOLE	ETF	199.34K	SH	$10.04M 4.28%	199.34K
Horizon Kinetics Inflation Bnfcrs ETFSOLE	HORIZON KINETICS	230.99K	SH	$8.80M 3.75%	230.99K
iShares Gold TrustSOLE	ETF	168.40K	SH	$8.34M 3.55%	168.40K
PIMCO Enhanced Short Maturity ETFSOLE	ETF	82.42K	SH	$8.27M 3.52%	82.42K
JPMorgan Equity Premium Income ETFSOLE	ETF	109.97K	SH	$6.33M 2.70%	109.97K
iShares DJ US Total Market IndexSOLE	ETF	34.22K	SH	$4.90M 2.09%	34.22K
Vanguard High Dividend Yield ETFSOLE	ETF	26.44K	SH	$3.37M 1.44%	26.44K
ProShares S&P 500 Dividend AristocratsSOLE	S&P 500 DV ARIST	27.98K	SH	$2.79M 1.19%	27.98K
SPDR S&P MidCap 400SOLE	ETF	4.30K	SH	$2.45M 1.04%	4.30K
Energy Select Sector SPDRASOLE	COM	23.47K	SH	$2.01M 0.86%	23.47K
iShares International Dividend Gr ETFSOLE	ETF	28.79K	SH	$1.96M 0.83%	28.79K
Market Vectors Gold Miners ETFSOLE	ETF	45.74K	SH	$1.55M 0.66%	45.74K
Global X Copper Miners ETFSOLE	ETF	36.24K	SH	$1.38M 0.59%	36.24K
iShares Russell 3000SOLE	ETF	3.78K	SH	$1.26M 0.54%	3.78K
AB Ultra Short Income ETFSOLE	ULTRA SHORT INCM	23.68K	SH	$1.19M 0.51%	23.68K
McCormick & Company IncSOLE	COM	13.92K	SH	$1.06M 0.45%	13.92K
Microsoft CorpSOLE	COM	2.47K	SH	$1.04M 0.44%	2.47K
JPMorgan Short Duration Core Plus ETFSOLE	ETF	22.21K	SH	$1.04M 0.44%	22.21K
Invesco FTSE RAFI Emerging Markets ETFSOLE	ETF	50.03K	SH	$1.02M 0.44%	50.03K
APPLE INC.SOLE	COM	3.77K	SH	$943.2K 0.40%	3.77K

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