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LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Fund
S&P 500
This Quarter Est. Return
+6.52%
1 Year Est. Return
+14.31%
3 Year Est. Return
+63.31%
5 Year Est. Return
+69.93%
10 Year Est. Return
+175.15%
AUM
$274M
AUM Growth
+$17.8M
Cap. Flow
+$2.16M
Cap. Flow %
0.79%
Top 10 Hldgs %
74.79%
Holding
404
New
39
Increased
49
Reduced
59
Closed
9

Top Buys

1
GII icon
State Street SPDR S&P Global Infrastructure ETF
GII
+$693K
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$685K
3
IGRO icon
iShares International Dividend Growth ETF
IGRO
+$644K
4
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
TCAL
+$524K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$506K

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.39M
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$296K
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$236K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$216K
5
IYY icon
iShares Dow Jones US ETF
IYY
+$194K

Sector Composition

1 Technology 1.55%
2 Consumer Staples 0.57%
3 Energy 0.45%
4 Utilities 0.41%
5 Financials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
176
American Tower
AMT
$78.7B
$30.6K 0.01%
159
– –
FLEX icon
177
Flex
FLEX
$44.4B
$29.7K 0.01%
513
– –
AVGO icon
178
Broadcom
AVGO
$1.78T
$29.7K 0.01%
90
+40
+80% +$12.3K
SNPS icon
179
Synopsys
SNPS
$79.9B
$29.6K 0.01%
60
– –
SYK icon
180
Stryker
SYK
$127B
$29.6K 0.01%
80
– –
IBTH icon
181
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$29.3K 0.01%
1,300
– –
VSS icon
182
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.3B
$29.1K 0.01%
204
– –
VTEB icon
183
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$28.6K 0.01%
+571
New +$28.1K
CSCO icon
184
Cisco
CSCO
$432B
$27.9K 0.01%
408
+200
+96% +$13.6K
IBTG icon
185
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.27B
$27.5K 0.01%
1,200
– –
IXUS icon
186
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$27.4K 0.01%
332
– –
NAD icon
187
Nuveen Quality Municipal Income Fund
NAD
$2.78B
$25.4K 0.01%
2,174
– –
P
188
Everpure Inc
P
$22.7B
$25.1K 0.01%
300
– –
ABT icon
189
Abbott
ABT
$172B
$25K 0.01%
187
– –
EBND icon
190
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$24K 0.01%
1,124
+84
+8% +$1.79K
GOOGL icon
191
Alphabet (Google) Class A
GOOGL
$4.33T
$23.1K 0.01%
95
– –
WM icon
192
Waste Management
WM
$97.3B
$22.5K 0.01%
102
-20
-16% -$4.5K
IWP icon
193
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$22.5K 0.01%
158
+8
+5% +$1.13K
MAIN icon
194
Main Street Capital
MAIN
$5.16B
$22.3K 0.01%
350
– –
RPG icon
195
Invesco S&P 500 Pure Growth ETF
RPG
$2.05B
$22.2K 0.01%
465
– –
RWL icon
196
Invesco S&P 500 Revenue ETF
RWL
$9.48B
$22.1K 0.01%
200
-100
-33% -$10.7K
NEE icon
197
NextEra Energy
NEE
$186B
$22.1K 0.01%
293
– –
HMC icon
198
Honda
HMC
$37.3B
$22.1K 0.01%
718
– –
IVOO icon
199
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.72B
$22.1K 0.01%
200
– –
HLT icon
200
Hilton Worldwide
HLT
$73.6B
$22.1K 0.01%
85
– –
6 7
8
9 10

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Lowe Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Lowe Wealth Advisors held 404 positions worth $274M, up 6.9% from $256M the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Lowe Wealth Advisors's Q3 2025 filing shows 39 new, 49 increased, 59 reduced and 9 closed positions. Its largest new stake was Vanguard Tax-Exempt Bond Index Fund: 571 shares worth $28.6K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $1.39M.

By sector, the portfolio is most concentrated in Technology at 1.5% of assets, up from 1.5% a quarter earlier, followed by Consumer Staples and Energy.

  • Lowe Wealth Advisors's largest Q3 2025 buy was Vanguard Tax-Exempt Bond Index Fund: 571 shares worth $28.6K.
  • Lowe Wealth Advisors added most to State Street SPDR S&P Global Infrastructure ETF in Q3 2025, an estimated $693K increase.
  • Lowe Wealth Advisors's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.39M.
  • Lowe Wealth Advisors fully exited Global X Uranium ETF in Q3 2025, selling an estimated $4.46K.
  • Lowe Wealth Advisors's ten largest holdings make up 75% of its $274M portfolio in Q3 2025.
  • Lowe Wealth Advisors opened 39 new positions and closed 9 in Q3 2025.
  • Lowe Wealth Advisors's portfolio value rose 6.9% quarter-over-quarter to $274M.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.