AI Portfolio Summary
In 2025 Q3, Lowe Wealth Advisors, LLC maintained a portfolio of 402 distinct positions. They heavily accumulated shares in Vanguard Short-Term , increasing their position by 1.7%. Conversely, Lowe Wealth Advisors, LLC completely exited their position in Global X Uranium ETF.
Total Positions
402
Quarter
2025 Q3
Top Holding
SPY (30.4%)
Top 10 Concentration
74.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 402
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
SPDR S&P 500 ET...
|
ETF | 30.43% | 30.71% |
#1
Prev: #1
|
10.0 | -2,164 | -1.7% |
P
S
|
125,140 | $83,365,501 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
QQQ
Invesco QQQ Tru...
|
ETF | 9.67% | 9.59% |
#2
Prev: #2
|
3.9 | -377 | -0.8% |
P
S
|
44,139 | $26,499,557 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
USMV
iShares Tr MSCI...
|
ETF | 7.55% | 8.08% |
#3
Prev: #3
|
3.0 | -3,156 | -1.4% |
P
S
|
217,277 | $20,671,770 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VCSH
Vanguard Short-...
|
ETF | 4.88% | 5.11% |
#4
Prev: #4
|
4.0 | 2,723 | 1.7% |
P
S
|
167,286 | $13,371,163 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SPTS
SPDR Portfolio ...
|
ETF | 4.75% | 4.88% |
#5
Prev: #5
|
3.9 | 17,304 | 4.1% |
P
S
|
443,942 | $13,016,367 | 2023 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IAU
iShares Gold Tr...
|
ETF | 4.39% | 4.08% |
#6
Prev: #6
|
1.8 | -2,313 | -1.4% |
P
S
|
165,174 | $12,019,729 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
INFL
Horizon Kinetic...
|
ETF | 4.09% | 4.04% |
#7
Prev: #7
|
3.6 | 5,652 | 2.3% |
P
S
|
250,770 | $11,208,169 | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JPST
JPMorgan Ultra-...
|
ETF | 3.63% | 3.98% |
#8
Prev: #8
|
1.5 | -4,665 | -2.3% |
P
S
|
196,281 | $9,957,338 | 2018 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MINT
PIMCO Enhanced ...
|
ETF | 3.02% | 3.26% |
#9
Prev: #9
|
1.2 | -967 | -1.2% |
P
S
|
82,210 | $8,277,685 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
JEPI
JPMorgan Equity...
|
ETF | 2.38% | 2.57% |
#10
Prev: #10
|
1.0 | -1,645 | -1.4% |
P
S
|
114,096 | $6,514,865 | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IGRO
iShares Interna...
|
ETF | 2.07% | 1.94% |
#11
1
Prev: #12
|
2.9 | 8,191 | 13.0% |
P
S
|
71,336 | $5,683,317 | 2024 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IYY
iShares DJ US T...
|
ETF | 1.94% | 2.00% |
#12
1
Prev: #11
|
0.8 | -1,239 | -3.7% |
P
S
|
32,670 | $5,308,133 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VYM
Vanguard High D...
|
ETF | 1.60% | 1.60% |
#13
Prev: #13
|
2.6 | 346 | 1.1% |
P
S
|
31,073 | $4,379,693 | 2022 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GDX
Market Vectors ...
|
ETF | 1.37% | 1.00% |
#14
1
Prev: #15
|
2.5 | 80 | 0.2% |
P
S
|
49,221 | $3,760,506 | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
COPX
Global X Copper...
|
ETF | 1.25% | 1.01% |
#15
1
Prev: #14
|
0.5 | -327 | -0.6% |
P
S
|
57,079 | $3,413,921 | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
GII
SPDR S&P Global...
|
ETF | 0.97% | 0.74% |
#16
1
Prev: #17
|
2.5 | 10,154 | 36.1% |
P
S
|
38,266 | $2,662,931 | 2024 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MDY
SPDR S&P MidCap...
|
ETF | 0.95% | 0.96% |
#17
1
Prev: #16
|
2.4 | 16 | 0.4% |
P
S
|
4,351 | $2,593,036 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
VYMI
Vanguard Intl H...
|
ETF | 0.76% | 0.51% |
#18
3
Prev: #21
|
2.5 | 8,270 | 50.6% |
P
S
|
24,609 | $2,083,890 | 2024 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
MSFT
Microsoft Corp
|
Technology | 0.56% | 0.58% |
#19
1
Prev: #18
|
0.2 | -20 | -0.7% |
P
S
|
2,978 | $1,542,709 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PXH
Invesco FTSE RA...
|
ETF | 0.51% | 0.49% |
#20
2
Prev: #22
|
2.2 | 1,330 | 2.5% |
P
S
|
54,559 | $1,386,890 | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
TCAL
T. Rowe Price C...
|
ETF | 0.51% | 0.34% |
#21
10
Prev: #31
|
2.4 | 21,270 | 59.8% |
P
S
|
56,823 | $1,385,913 | 2025 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
YEAR
AB Ultra Short ...
|
ETF | 0.50% | 0.55% |
#22
3
Prev: #19
|
0.2 | -437 | -1.6% |
P
S
|
27,174 | $1,377,043 | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
IWV
iShares Russell...
|
ETF | 0.49% | 0.52% |
#23
3
Prev: #20
|
0.2 | -273 | -7.2% |
P
S
|
3,512 | $1,330,837 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
XLE
Energy Select S...
|
Unknown | 0.44% | 0.26% |
#24
9
Prev: #33
|
2.4 | 5,399 | 67.5% |
P
S
|
13,394 | $1,196,575 | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
NOBL
ProShares S&P 5...
|
ETF | 0.43% | 0.41% |
#25
2
Prev: #27
|
2.2 | 1,132 | 10.9% |
P
S
|
11,509 | $1,186,234 | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
URA
Global X Uraniu...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #293) |
0.3 | -115 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SRE
Sempra Energy
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #311) |
0.3 | -44 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
AES
The AES Corp
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #323) |
0.3 | -227 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
BXSL
Blackstone Secu...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #325) |
0.3 | -72 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
SHY
iShares 1-3 Yea...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #333) |
0.3 | -18 | -100.0% |
CLOSED
|
— | $— | 2019 Q1 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
EW
Edwards Lifesci...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #338) |
0.3 | -15 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
PARA
Paramount Globa...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #351) |
0.3 | -25 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
ERTH
Invesco Cleante...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #355) |
0.3 | -5 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) | |||
|
N/A
IPIX Corporatio...
|
—
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #363) |
0.3 | -263 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-09-30 | 2025-11-14 (Est.) |
Showing 1-25 of 402 holdings