Lowe Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 2, 2024
Value $
$232M
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 316 stock holdings with total value $232M as of Q3 2024. Top holdings included SPY, QQQ, USMV, VCSH, and JPST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 305 $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 -$10.6M -$4.22M SPY, QQQ, USMV, VCSH, JPST 13F-HR 10/20/2023, 06:33 PM
Q2 2023 354 $197M +$6.13M -$2.54M +$3.59M SPY, QQQ, USMV, VCSH, JPST 13F-HR 7/6/2023, 06:56 PM
Q1 2023 349 $186M +$3.4M -$7.38M -$3.98M SPY, USMV, QQQ, VCSH, JPST 13F-HR 4/5/2023, 05:04 PM
Q4 2022 355 $181M +$5.36M -$4.01M +$1.35M SPY, USMV, QQQ, VCSH, JPST 13F-HR 1/17/2023, 03:54 PM
Q3 2022 333 $170M +$5.62M -$9.35M -$3.73M SPY, USMV, QQQ, VCSH, JPST 13F-HR 10/6/2022, 10:15 AM
Q2 2022 312 $183M +$6.17M -$16.4M -$10.2M SPY, USMV, QQQ, IAU, VCSH 13F-HR 7/7/2022, 04:58 PM
Q1 2022 318 $221M +$8.85M -$7.9M +$947K SPY, QQQ, USMV, IAU, VCSH 13F-HR 4/8/2022, 04:59 PM
Q4 2021 295 $227M +$5.62M -$4.25M +$1.37M SPY, QQQ, USMV, IAU, VCSH 13F-HR 1/18/2022, 12:45 PM
Q3 2021 280 $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 271 $199M +$7.95M -$9.49M -$1.54M SPY, QQQ, USMV, IAU, VCSH 13F-HR 4/6/2021, 04:37 PM
Q4 2020 263 $197M +$9.45M -$2.66M +$6.8M SPY, QQQ, USMV, IAU, VCSH 13F-HR 1/7/2021, 02:26 PM
Q3 2020 259 $180M +$5.79M -$4.92M +$868K SPY, USMV, QQQ, IAU, VCSH 13F-HR 10/16/2020, 02:46 PM
Q2 2020 260 $170M +$13.9M -$8.05M +$5.81M SPY, USMV, QQQ, IAU, VCSH 13F-HR 7/8/2020, 05:23 PM
Q1 2020 301 $142M +$6.68M -$16.5M -$9.81M SPY, USMV, QQQ, IAU, VCSH 13F-HR 4/10/2020, 11:18 AM
Q4 2019 297 $180M +$4.44M -$1.78M +$2.67M SPY, USMV, QQQ, IAU, VCSH 13F-HR 1/14/2020, 06:10 PM
Q3 2019 273 $167M +$1.18M -$2.67M -$1.49M SPY, USMV, QQQ, IAU, VCSH 13F-HR 10/8/2019, 03:47 PM
Q2 2019 289 $167M +$3.37M -$7.13M -$3.76M SPY, USMV, QQQ, IAU, VCSH 13F-HR 7/9/2019, 06:07 PM
Q1 2019 265 $165M +$5.94M -$1.92M +$4.02M SPY, USMV, QQQ, VCSH, IAU 13F-HR 4/8/2019, 01:59 PM
Q4 2018 253 $146M +$2.02M -$8.3M -$6.28M SPY, USMV, QQQ, VCSH, IAU 13F-HR 1/10/2019, 05:18 PM
Q3 2018 288 $169M +$2.2M -$1.52M +$677K SPY, USMV, QQQ, VCSH, IAU 13F-HR 10/30/2018, 11:58 AM
Q2 2018 237 $161M +$18M -$17.8M +$184K SPY, USMV, QQQ, VCSH, IAU 13F-HR 7/11/2018, 05:41 PM
Q1 2018 242 $159M +$7.58M -$10.7M -$3.08M SPY, USMV, QQQ, VCSH, IAU 13F-HR 4/6/2018, 04:23 PM
Q4 2017 251 $164M +$3.35M -$5.94M -$2.59M SPY, USMV, QQQ, VCSH, IAU 13F-HR 1/17/2018, 05:44 PM
Q3 2017 243 $160M +$1.48M -$3.04M -$1.56M SPY, USMV, QQQ, VCSH, IAU 13F-HR 10/5/2017, 02:10 PM
Q2 2017 220 $157M +$5.75M -$3.62M +$2.14M SPY, USMV, QQQ, VCSH, IAU 13F-HR 7/17/2017, 12:57 PM
Q1 2017 223 $152M +$3.63M -$6.79M -$3.16M SPY, USMV, QQQ, VCSH, IAU 13F-HR 4/5/2017, 05:11 PM
Q4 2016 229 $146M +$4.21M -$5.45M -$1.24M SPY, USMV, QQQ, MINT, VCSH 13F-HR 1/20/2017, 12:33 PM
Q3 2016 242 $148M +$2.27M -$4.96M -$2.7M SPY, USMV, QQQ, MINT, VCSH 13F-HR 10/13/2016, 06:07 PM
Q2 2016 247 $149M +$4.67M -$5.24M -$579K SPY, USMV, QQQ, VCSH, MINT 13F-HR 7/19/2016, 02:17 PM
Q1 2016 216 $146M +$5.97M -$11M -$5M SPY, USMV, QQQ, MINT, VCSH 13F-HR 4/11/2016, 10:36 AM
Q4 2015 228 $147M +$10.2M -$1.72M +$8.46M SPY, USMV, QQQ, IYY, MINT 13F-HR 2/2/2016, 06:28 PM
Q3 2015 228 $132M +$4.14M -$12.2M -$8.11M SPY, USMV, QQQ, IYY, MINT 13F-HR 12/3/2015, 06:17 PM
Q2 2015 227 $148M +$7.01M -$5.42M +$1.59M SPY, USMV, QQQ, IYY, MINT 13F-HR 12/4/2015, 12:47 PM
Q1 2015 224 $147M +$6.63M -$457K +$6.17M SPY, USMV, QQQ, IYY, MINT 13F-HR 12/7/2015, 11:02 AM
Q4 2014 199 $140M $0 $0 SPY, USMV, QQQ, IYY, MINT 13F-HR 12/7/2015, 11:22 AM