What does Lowe Wealth Advisors, LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Lowe Wealth Advisors, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

SPDR S&P 500 ETF

$83M125K30.4%

Invesco QQQ Trust

$26M44K9.7%

iShares Tr MSCI USA MinVolatility

$21M217K7.5%

Vanguard Short-Term Corporate Bond ETF

$13M167K4.9%

SPDR Portfolio Short Term Treasury ETF

$13M444K4.8%

iShares Gold Trust

$12M165K4.4%

Horizon Kinetics Inflation Bnfcrs ETF

$11M251K4.1%

JPMorgan Ultra-Short Income ETF

$10M196K3.6%

PIMCO Enhanced Short Maturity ETF

$8M82K3.0%

JPMorgan Equity Premium Income ETF

$7M114K2.4%

Filing history loading…