Filed: 7/8/2025ACC: 0001574010-25-000003
📋 What this filing means
LOWE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 365 equity positions with a total reported market value of $256.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
365
Positions
$256.16M
Total AUM (reported)
2.67M
Total Shares
Allocation by class
ETF$203.31M79.4%
UNIT SER 1$24.56M9.6%
COM$12.91M5.0%
HORIZON KINETICS$10.34M4.0%
ULTRA SHORT INCM$1.40M0.5%
S&P 500 DV ARIST$1.04M0.4%
CAP APPRECIATION$909.3K0.4%
Portfolio Concentration
Top 3$123.90M48.4%
4–10$71.49M27.9%
11–25$33.78M13.2%
Rest$26.99M10.5%
Top 3 weight
48.4%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 2.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole365
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings365
Rows:
SPDR S&P 500 ETF
SOLEShares127.30K
TypeSH
Market value$78.66M
30.71%
Sole
0.00
Shared
0.00
None
127.30K
Invesco QQQ Trust
SOLEShares44.52K
TypeSH
Market value$24.56M
9.59%
Sole
0.00
Shared
0.00
None
44.52K
iShares Tr MSCI USA MinVolatility
SOLEShares220.43K
TypeSH
Market value$20.69M
8.08%
Sole
0.00
Shared
0.00
None
220.43K
Vanguard Short-Term Corporate Bond ETF
SOLEShares164.56K
TypeSH
Market value$13.08M
5.11%
Sole
0.00
Shared
0.00
None
164.56K
SPDR Portfolio Short Term Treasury ETF
SOLEShares426.64K
TypeSH
Market value$12.50M
4.88%
Sole
0.00
Shared
0.00
None
426.64K
iShares Gold Trust
SOLEShares167.49K
TypeSH
Market value$10.44M
4.08%
Sole
0.00
Shared
0.00
None
167.49K
Horizon Kinetics Inflation Bnfcrs ETF
SOLEShares245.12K
TypeSH
Market value$10.34M
4.04%
Sole
0.00
Shared
0.00
None
245.12K
JPMorgan Ultra-Short Income ETF
SOLEShares200.95K
TypeSH
Market value$10.18M
3.98%
Sole
0.00
Shared
0.00
None
200.95K
PIMCO Enhanced Short Maturity ETF
SOLEShares83.18K
TypeSH
Market value$8.36M
3.26%
Sole
0.00
Shared
0.00
None
83.18K
JPMorgan Equity Premium Income ETF
SOLEShares115.74K
TypeSH
Market value$6.58M
2.57%
Sole
0.00
Shared
0.00
None
115.74K
iShares DJ US Total Market Index
SOLEShares33.91K
TypeSH
Market value$5.12M
2.00%
Sole
0.00
Shared
0.00
None
33.91K
iShares International Dividend Gr ETF
SOLEShares63.15K
TypeSH
Market value$4.98M
1.94%
Sole
0.00
Shared
0.00
None
63.15K
Vanguard High Dividend Yield ETF
SOLEShares30.73K
TypeSH
Market value$4.10M
1.60%
Sole
0.00
Shared
0.00
None
30.73K
Global X Copper Miners ETF
SOLEShares57.41K
TypeSH
Market value$2.58M
1.01%
Sole
0.00
Shared
0.00
None
57.41K
Market Vectors Gold Miners ETF
SOLEShares49.14K
TypeSH
Market value$2.56M
1.00%
Sole
0.00
Shared
0.00
None
49.14K
SPDR S&P MidCap 400
SOLEShares4.33K
TypeSH
Market value$2.46M
0.96%
Sole
0.00
Shared
0.00
None
4.33K
SPDR S&P Global Infrastructure ETF
SOLEShares28.11K
TypeSH
Market value$1.89M
0.74%
Sole
0.00
Shared
0.00
None
28.11K
Microsoft Corp
SOLEShares3K
TypeSH
Market value$1.49M
0.58%
Sole
0.00
Shared
0.00
None
3K
AB Ultra Short Income ETF
SOLEShares27.61K
TypeSH
Market value$1.40M
0.55%
Sole
0.00
Shared
0.00
None
27.61K
iShares Russell 3000
SOLEShares3.79K
TypeSH
Market value$1.33M
0.52%
Sole
0.00
Shared
0.00
None
3.79K
Vanguard Intl Hi Div Yld Idx ETF
SOLEShares16.34K
TypeSH
Market value$1.31M
0.51%
Sole
0.00
Shared
0.00
None
16.34K
Invesco FTSE RAFI Emerging Markets ETF
SOLEShares53.23K
TypeSH
Market value$1.25M
0.49%
Sole
0.00
Shared
0.00
None
53.23K
JPMorgan Short Duration Core Plus ETF
SOLEShares23.72K
TypeSH
Market value$1.13M
0.44%
Sole
0.00
Shared
0.00
None
23.72K
Invesco FTSE RAFI Dev Mkts ex-US ETF
SOLEShares19.17K
TypeSH
Market value$1.10M
0.43%
Sole
0.00
Shared
0.00
None
19.17K
WisdomTree India Earnings ETF
SOLEShares23.09K
TypeSH
Market value$1.10M
0.43%
Sole
0.00
Shared
0.00
None
23.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETFSOLE | ETF | 127.30K | SH | $78.66M 30.71% | 0.00 | 0.00 | 127.30K |
Invesco QQQ TrustSOLE | UNIT SER 1 | 44.52K | SH | $24.56M 9.59% | 0.00 | 0.00 | 44.52K |
iShares Tr MSCI USA MinVolatilitySOLE | ETF | 220.43K | SH | $20.69M 8.08% | 0.00 | 0.00 | 220.43K |
Vanguard Short-Term Corporate Bond ETFSOLE | ETF | 164.56K | SH | $13.08M 5.11% | 0.00 | 0.00 | 164.56K |
SPDR Portfolio Short Term Treasury ETFSOLE | ETF | 426.64K | SH | $12.50M 4.88% | 0.00 | 0.00 | 426.64K |
iShares Gold TrustSOLE | ETF | 167.49K | SH | $10.44M 4.08% | 0.00 | 0.00 | 167.49K |
Horizon Kinetics Inflation Bnfcrs ETFSOLE | HORIZON KINETICS | 245.12K | SH | $10.34M 4.04% | 0.00 | 0.00 | 245.12K |
JPMorgan Ultra-Short Income ETFSOLE | ETF | 200.95K | SH | $10.18M 3.98% | 0.00 | 0.00 | 200.95K |
PIMCO Enhanced Short Maturity ETFSOLE | ETF | 83.18K | SH | $8.36M 3.26% | 0.00 | 0.00 | 83.18K |
JPMorgan Equity Premium Income ETFSOLE | ETF | 115.74K | SH | $6.58M 2.57% | 0.00 | 0.00 | 115.74K |
iShares DJ US Total Market IndexSOLE | ETF | 33.91K | SH | $5.12M 2.00% | 0.00 | 0.00 | 33.91K |
iShares International Dividend Gr ETFSOLE | ETF | 63.15K | SH | $4.98M 1.94% | 0.00 | 0.00 | 63.15K |
Vanguard High Dividend Yield ETFSOLE | ETF | 30.73K | SH | $4.10M 1.60% | 0.00 | 0.00 | 30.73K |
Global X Copper Miners ETFSOLE | ETF | 57.41K | SH | $2.58M 1.01% | 0.00 | 0.00 | 57.41K |
Market Vectors Gold Miners ETFSOLE | ETF | 49.14K | SH | $2.56M 1.00% | 0.00 | 0.00 | 49.14K |
SPDR S&P MidCap 400SOLE | ETF | 4.33K | SH | $2.46M 0.96% | 0.00 | 0.00 | 4.33K |
SPDR S&P Global Infrastructure ETFSOLE | ETF | 28.11K | SH | $1.89M 0.74% | 0.00 | 0.00 | 28.11K |
Microsoft CorpSOLE | COM | 3K | SH | $1.49M 0.58% | 0.00 | 0.00 | 3K |
AB Ultra Short Income ETFSOLE | ULTRA SHORT INCM | 27.61K | SH | $1.40M 0.55% | 0.00 | 0.00 | 27.61K |
iShares Russell 3000SOLE | ETF | 3.79K | SH | $1.33M 0.52% | 0.00 | 0.00 | 3.79K |
Vanguard Intl Hi Div Yld Idx ETFSOLE | ETF | 16.34K | SH | $1.31M 0.51% | 0.00 | 0.00 | 16.34K |
Invesco FTSE RAFI Emerging Markets ETFSOLE | ETF | 53.23K | SH | $1.25M 0.49% | 0.00 | 0.00 | 53.23K |
JPMorgan Short Duration Core Plus ETFSOLE | ETF | 23.72K | SH | $1.13M 0.44% | 0.00 | 0.00 | 23.72K |
Invesco FTSE RAFI Dev Mkts ex-US ETFSOLE | ETF | 19.17K | SH | $1.10M 0.43% | 0.00 | 0.00 | 19.17K |
WisdomTree India Earnings ETFSOLE | ETF | 23.09K | SH | $1.10M 0.43% | 0.00 | 0.00 | 23.09K |
Page 1 of 15
…