LOWE WEALTH ADVISORS, LLC

Filed: 4/8/2025ACC: 0001574010-25-000002

📋 What this filing means

LOWE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 372 equity positions with a total reported market value of $235.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

372

Positions

$235.36M

Total AUM (reported)

2.54M

Total Shares

Allocation by class

ETF$186.15M79.1%

UNIT SER 1$20.91M8.9%

COM$14.06M6.0%

HORIZON KINETICS$9.57M4.1%

S&P 500 DV ARIST$1.98M0.8%

ULTRA SHORT INCM$1.34M0.6%

CAP APPRECIATION$593.0K0.3%

Portfolio Concentration

Top 3$112.45M47.8%

4–10$67.88M28.8%

11–25$30.80M13.1%

Rest$24.24M10.3%

Top 3 weight

47.8%

Top 10 weight

76.6%

Voting Authority Distribution

Total shares with voting rights: 2.54M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.54M

% of voting shares100.0%

Investment Discretion (by position count)

Sole372

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings372

Rows:

SPDR S&P 500 ETF

SOLE

ETF

Shares126.97K

TypeSH

Market value$71.02M

30.18%

Sole

0.00

Shared

0.00

None

126.97K

Invesco QQQ Trust

SOLE

UNIT SER 1

Shares44.60K

TypeSH

Market value$20.91M

8.89%

Sole

0.00

Shared

0.00

None

44.60K

iShares Tr MSCI USA MinVolatility

SOLE

ETF

Shares218.98K

TypeSH

Market value$20.51M

8.71%

Sole

0.00

Shared

0.00

None

218.98K

Vanguard Short-Term Corporate Bond ETF

SOLE

ETF

Shares155.22K

TypeSH

Market value$12.25M

5.21%

Sole

0.00

Shared

0.00

None

155.22K

SPDR Portfolio Short Term Treasury ETF

SOLE

ETF

Shares395.83K

TypeSH

Market value$11.57M

4.92%

Sole

0.00

Shared

0.00

None

395.83K

JPMorgan Ultra-Short Income ETF

SOLE

ETF

Shares197.48K

TypeSH

Market value$10.00M

4.25%

Sole

0.00

Shared

0.00

None

197.48K

iShares Gold Trust

SOLE

ETF

Shares167.22K

TypeSH

Market value$9.86M

4.19%

Sole

0.00

Shared

0.00

None

167.22K

Horizon Kinetics Inflation Bnfcrs ETF

SOLE

HORIZON KINETICS

Shares235.33K

TypeSH

Market value$9.57M

4.06%

Sole

0.00

Shared

0.00

None

235.33K

PIMCO Enhanced Short Maturity ETF

SOLE

ETF

Shares81.28K

TypeSH

Market value$8.18M

3.47%

Sole

0.00

Shared

0.00

None

81.28K

JPMorgan Equity Premium Income ETF

SOLE

ETF

Shares112.96K

TypeSH

Market value$6.45M

2.74%

Sole

0.00

Shared

0.00

None

112.96K

iShares DJ US Total Market Index

SOLE

ETF

Shares34.02K

TypeSH

Market value$4.63M

1.97%

Sole

0.00

Shared

0.00

None

34.02K

Vanguard High Dividend Yield ETF

SOLE

ETF

Shares29.07K

TypeSH

Market value$3.75M

1.59%

Sole

0.00

Shared

0.00

None

29.07K

iShares International Dividend Gr ETF

SOLE

ETF

Shares46.69K

TypeSH

Market value$3.38M

1.44%

Sole

0.00

Shared

0.00

None

46.69K

SPDR S&P MidCap 400

SOLE

ETF

Shares4.36K

TypeSH

Market value$2.33M

0.99%

Sole

0.00

Shared

0.00

None

4.36K

Energy Select Sector SPDRA

SOLE

COM

Shares23.80K

TypeSH

Market value$2.22M

0.94%

Sole

0.00

Shared

0.00

None

23.80K

Market Vectors Gold Miners ETF

SOLE

ETF

Shares47.26K

TypeSH

Market value$2.17M

0.92%

Sole

0.00

Shared

0.00

None

47.26K

Global X Copper Miners ETF

SOLE

ETF

Shares54.17K

TypeSH

Market value$2.12M

0.90%

Sole

0.00

Shared

0.00

None

54.17K

ProShares S&P 500 Dividend Aristocrats

SOLE

S&P 500 DV ARIST

Shares19.39K

TypeSH

Market value$1.98M

0.84%

Sole

0.00

Shared

0.00

None

19.39K

AB Ultra Short Income ETF

SOLE

ULTRA SHORT INCM

Shares26.51K

TypeSH

Market value$1.34M

0.57%

Sole

0.00

Shared

0.00

None

26.51K

iShares Russell 3000

SOLE

ETF

Shares3.81K

TypeSH

Market value$1.21M

0.51%

Sole

0.00

Shared

0.00

None

3.81K

Invesco FTSE RAFI Emerging Markets ETF

SOLE

ETF

Shares53.03K

TypeSH

Market value$1.15M

0.49%

Sole

0.00

Shared

0.00

None

53.03K

McCormick & Company Inc

SOLE

COM

Shares13.92K

TypeSH

Market value$1.15M

0.49%

Sole

0.00

Shared

0.00

None

13.92K

Microsoft Corp

SOLE

COM

Shares3.02K

TypeSH

Market value$1.13M

0.48%

Sole

0.00

Shared

0.00

None

3.02K

JPMorgan Short Duration Core Plus ETF

SOLE

ETF

Shares23.72K

TypeSH

Market value$1.12M

0.48%

Sole

0.00

Shared

0.00

None

23.72K

SPDR S&P Global Infrastructure ETF

SOLE

ETF

Shares17.91K

TypeSH

Market value$1.11M

0.47%

Sole

0.00

Shared

0.00

None

17.91K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETFSOLE	ETF	126.97K	SH	$71.02M 30.18%	126.97K
Invesco QQQ TrustSOLE	UNIT SER 1	44.60K	SH	$20.91M 8.89%	44.60K
iShares Tr MSCI USA MinVolatilitySOLE	ETF	218.98K	SH	$20.51M 8.71%	218.98K
Vanguard Short-Term Corporate Bond ETFSOLE	ETF	155.22K	SH	$12.25M 5.21%	155.22K
SPDR Portfolio Short Term Treasury ETFSOLE	ETF	395.83K	SH	$11.57M 4.92%	395.83K
JPMorgan Ultra-Short Income ETFSOLE	ETF	197.48K	SH	$10.00M 4.25%	197.48K
iShares Gold TrustSOLE	ETF	167.22K	SH	$9.86M 4.19%	167.22K
Horizon Kinetics Inflation Bnfcrs ETFSOLE	HORIZON KINETICS	235.33K	SH	$9.57M 4.06%	235.33K
PIMCO Enhanced Short Maturity ETFSOLE	ETF	81.28K	SH	$8.18M 3.47%	81.28K
JPMorgan Equity Premium Income ETFSOLE	ETF	112.96K	SH	$6.45M 2.74%	112.96K
iShares DJ US Total Market IndexSOLE	ETF	34.02K	SH	$4.63M 1.97%	34.02K
Vanguard High Dividend Yield ETFSOLE	ETF	29.07K	SH	$3.75M 1.59%	29.07K
iShares International Dividend Gr ETFSOLE	ETF	46.69K	SH	$3.38M 1.44%	46.69K
SPDR S&P MidCap 400SOLE	ETF	4.36K	SH	$2.33M 0.99%	4.36K
Energy Select Sector SPDRASOLE	COM	23.80K	SH	$2.22M 0.94%	23.80K
Market Vectors Gold Miners ETFSOLE	ETF	47.26K	SH	$2.17M 0.92%	47.26K
Global X Copper Miners ETFSOLE	ETF	54.17K	SH	$2.12M 0.90%	54.17K
ProShares S&P 500 Dividend AristocratsSOLE	S&P 500 DV ARIST	19.39K	SH	$1.98M 0.84%	19.39K
AB Ultra Short Income ETFSOLE	ULTRA SHORT INCM	26.51K	SH	$1.34M 0.57%	26.51K
iShares Russell 3000SOLE	ETF	3.81K	SH	$1.21M 0.51%	3.81K
Invesco FTSE RAFI Emerging Markets ETFSOLE	ETF	53.03K	SH	$1.15M 0.49%	53.03K
McCormick & Company IncSOLE	COM	13.92K	SH	$1.15M 0.49%	13.92K
Microsoft CorpSOLE	COM	3.02K	SH	$1.13M 0.48%	3.02K
JPMorgan Short Duration Core Plus ETFSOLE	ETF	23.72K	SH	$1.12M 0.48%	23.72K
SPDR S&P Global Infrastructure ETFSOLE	ETF	17.91K	SH	$1.11M 0.47%	17.91K

Page 1 of 15

…