• 13F History

Lowe Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$235M
Signature - Title
Greg Lowe - CCO and Vice President
Location
Columbia, MD
Summary
This page shows a list of all the recent 13F filings made by Lowe Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lowe Wealth Advisors, LLC reported 370 stock holdings with total value $235M as of Q1 2025. Top holdings included SPY, QQQ, USMV, VCSH, and SPTS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 370 $235M +$8.21M -$6.28M +$1.93M SPY, QQQ, USMV, VCSH, SPTS 13F-HR 4/7/2025, 06:03 PM
Q4 2024 358 $235M +$7.58M -$4.87M +$2.71M SPY, QQQ, USMV, VCSH, SPTS 13F-HR 1/10/2025, 03:32 PM
Q3 2024 316 $232M +$4.57M -$3.79M +$777K SPY, QQQ, USMV, VCSH, JPST 13F-HR 10/2/2024, 02:19 PM
Q2 2024 313 $220M +$5.2M -$5.42M -$219K SPY, QQQ, USMV, VCSH, JPST 13F-HR 7/9/2024, 01:26 PM
Q1 2024 304 $215M +$4.42M -$5.02M -$604K SPY, QQQ, USMV, VCSH, JPST 13F-HR 4/8/2024, 07:16 PM
Q4 2023 313 $202M +$5.56M -$5.71M -$147K SPY, QQQ, USMV, VCSH, JPST 13F-HR 1/4/2024, 05:42 PM
Q3 2023 303 $188M +$6.36M -$9.65M -$3.3M SPY, QQQ, USMV, VCSH, JPST 13F-HR 10/20/2023, 06:33 PM
Q2 2023 354 $197M +$6.13M -$2.28M +$3.85M SPY, QQQ, USMV, VCSH, JPST 13F-HR 7/6/2023, 06:56 PM
Q1 2023 349 $186M +$3.4M -$6.85M -$3.45M SPY, USMV, QQQ, VCSH, JPST 13F-HR 4/5/2023, 05:04 PM
Q4 2022 355 $181M +$5.37M -$3.91M +$1.46M SPY, USMV, QQQ, VCSH, JPST 13F-HR 1/17/2023, 02:54 PM
Q3 2022 305 $170M +$5.61M -$9.28M -$3.66M SPY, USMV, QQQ, VCSH, JPST 13F-HR 10/6/2022, 10:15 AM
Q2 2022 293 $183M +$6.17M -$16.2M -$10.1M SPY, USMV, QQQ, IAU, VCSH 13F-HR 7/7/2022, 04:58 PM
Q1 2022 303 $221M +$8.45M -$7.78M +$667K SPY, QQQ, USMV, IAU, VCSH 13F-HR 4/8/2022, 04:59 PM
Q4 2021 283 $227M +$5.62M -$4.19M +$1.42M SPY, QQQ, USMV, IAU, VCSH 13F-HR 1/18/2022, 11:45 AM
Q3 2021 277 $211M +$5.36M -$2.64M +$2.72M SPY, QQQ, USMV, IAU, VCSH 13F-HR 10/4/2021, 05:43 PM
Q2 2021 276 $209M +$19.3M -$20.3M -$1.01M SPY, QQQ, USMV, IAU, VCSH 13F-HR 7/1/2021, 05:08 PM
Q1 2021 265 $199M +$7.95M -$9.39M -$1.44M SPY, QQQ, USMV, IAUXXXX, VCSH 13F-HR 4/6/2021, 04:37 PM
Q4 2020 246 $197M +$9.45M -$2.46M +$7M SPY, QQQ, USMV, IAUXXXX, VCSH 13F-HR 1/7/2021, 01:26 PM
Q3 2020 243 $180M +$5.79M -$4.72M +$1.07M SPY, USMV, QQQ, IAUXXXX, VCSH 13F-HR 10/16/2020, 02:46 PM
Q2 2020 243 $170M +$13.9M -$7.62M +$6.25M SPY, USMV, QQQ, IAUXXXX, VCSH 13F-HR 7/8/2020, 05:23 PM
Q1 2020 273 $142M +$6.71M -$13.4M -$6.73M SPY, USMV, QQQ, IAUXXXX, VCSH 13F-HR 4/10/2020, 11:18 AM
Q4 2019 261 $180M +$4.44M -$1.58M +$2.86M SPY, USMV, QQQ, IAUXXXX, VCSH 13F-HR 1/14/2020, 05:10 PM
Q3 2019 254 $167M +$1.17M -$2.45M -$1.28M SPY, USMV, QQQ, IAUXXXX, VCSH 13F-HR 10/8/2019, 03:47 PM
Q2 2019 273 $167M +$3.39M -$6.29M -$2.9M SPY, USMV, QQQ, IAUXXXX, VCSH 13F-HR 7/9/2019, 06:07 PM
Q1 2019 230 $165M +$5.94M -$1.81M +$4.13M SPY, USMV, QQQ, VCSH, IAUXXXX 13F-HR 4/8/2019, 01:59 PM
Q4 2018 240 $146M +$2.01M -$7.92M -$5.91M SPY, USMV, QQQ, VCSH, IAUXXXX 13F-HR 1/10/2019, 04:18 PM
Q3 2018 276 $169M +$2.21M -$1.5M +$708K SPY, USMV, QQQ, VCSH, IAUXXXX 13F-HR 10/30/2018, 11:58 AM
Q2 2018 219 $161M +$18M -$958K +$17.1M SPY, USMV, QQQ, VCSH, IAUXXXX 13F-HR 7/11/2018, 05:41 PM
Q1 2018 227 $159M +$7.58M -$7.46M +$117K SPY, USMV, QQQXXXX, VCSH, IAUXXXX 13F-HR 4/6/2018, 04:23 PM
Q4 2017 235 $164M +$3.35M -$5.75M -$2.4M SPY, USMV, QQQXXXX, VCSH, IAUXXXX 13F-HR 1/17/2018, 04:44 PM
Q3 2017 226 $160M +$1.49M -$3M -$1.51M SPY, USMV, QQQXXXX, VCSH, IAUXXXX 13F-HR 10/5/2017, 02:10 PM
Q2 2017 204 $157M +$5.75M -$3.24M +$2.51M SPY, USMV, QQQXXXX, VCSH, IAUXXXX 13F-HR 7/17/2017, 12:57 PM
Q1 2017 202 $152M +$5.97M -$3.09M +$2.87M SPY, USMV, QQQXXXX, VCSH, IAUXXXX 13F-HR 4/5/2017, 05:11 PM
Q4 2016 210 $146M +$4.22M -$5.09M -$875K SPY, USMV, QQQXXXX, MINT, VCSH 13F-HR 1/20/2017, 11:33 AM
Q3 2016 220 $148M +$2.3M -$4.91M -$2.61M SPY, USMV, QQQXXXX, MINT, VCSH 13F-HR 10/13/2016, 06:07 PM
Q2 2016 222 $149M +$4.67M -$1.18M +$3.48M SPY, USMV, QQQXXXX, VCSH, MINT 13F-HR 7/19/2016, 02:17 PM
Q1 2016 201 $146M +$5.98M -$9.8M -$3.82M SPY, USMV, QQQXXXX, MINT, VCSH 13F-HR 4/11/2016, 10:36 AM
Q4 2015 215 $147M +$10.7M -$1.09M +$9.64M SPY, USMV, QQQXXXX, IYY, MINT 13F-HR 2/2/2016, 05:28 PM
Q3 2015 211 $132M +$4.14M -$5.1M -$962K SPY, USMV, QQQXXXX, IYY, MINT 13F-HR 12/3/2015, 05:17 PM
Q2 2015 211 $148M +$7.01M -$308K +$6.7M SPY, USMV, QQQXXXX, IYY, MINT 13F-HR 12/4/2015, 11:47 AM
Q1 2015 206 $147M +$6.63M -$456K +$6.18M SPY, USMV, QQQXXXX, IYY, MINT 13F-HR 12/7/2015, 10:02 AM
Q4 2014 188 $140M SPY, USMV, QQQXXXX, IYY, MINT 13F-HR 12/7/2015, 10:22 AM