Lowe Wealth Advisors, LLC - Portfolio overview

Lowe Wealth Advisors, LLC has 392 reported holdings in this dataset, with the latest filing dated 2025-10-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF, 30.43%
2. QQQ - Invesco QQQ Trust, 9.67%
3. USMV - iShares Tr MSCI USA MinVolatility, 7.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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