Managers / Q4 2019 · view latest →
Lowe Wealth Advisors, LLC
CIK 0001574010 · 6230 OLD DOBBIN LANE; SUITE 170, COLUMBIA, MD, 21045 · 4437667160
Summary
Lowe Wealth Advisors, LLC reported $180M in U.S.-listed holdings across 324 positions for Q4 2019.
The portfolio is heavily concentrated: Spdr S P 500 Etf alone accounts for 27.1% of reported value.
Compared with Q3 2019, the fund opened 41 new positions and exited 18.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- ETP · 94.1% · $169M
- Common Stock · 4.2% · $8M
- REIT · 1.5% · $3M
- Other · 0.1% · $94,000
- ADR · 0.0% · $83,000
- Other · 0.1% · $169,000
Quarter-over-Quarter Changes full breakdown →
vs Q3 2019 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BYNDBeyond Meat Inc | NEW | +3.1K | 3.1K | +$238,000 | $238,000 |
| VIACOMCBS CL B ORD | NEW | +1.5K | 1.5K | +$64,000 | $64,000 |
| CICIGNA Corp | NEW | +214 | 214 | +$44,000 | $44,000 |
| SPDR S&P 500 Growth | NEW | +947 | 947 | +$40,000 | $40,000 |
| Vanguard Health Care ETF | NEW | +105 | 105 | +$20,000 | $20,000 |
| iShares US Real Estate | NEW | +158 | 158 | +$15,000 | $15,000 |
| WMWaste Management Inc | NEW | +102 | 102 | +$12,000 | $12,000 |
| iShares US Basic Materials | NEW | +112 | 112 | +$11,000 | $11,000 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2025 | $274M | 395 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $256M | 365 | Jul 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $235M | 372 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $235M | 360 | Jan 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $232M | 318 | Oct 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $220M | 315 | Jul 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $215M | 307 | Apr 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $202M | 315 | Jan 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $188M | 305 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $197M | 356 | Jul 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $186M | 351 | Apr 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $181M | 357 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $170M | 358 | Oct 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $183M | 334 | Jul 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $221M | 339 | Apr 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $227M | 315 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $211M | 299 | Oct 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $209M | 292 | Jul 1, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $199M | 290 | Apr 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $197M | 284 | Jan 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $180M | 283 | Oct 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $170M | 285 | Jul 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $142M | 331 | Apr 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $180M | 324 | Jan 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $167M | 301 | Oct 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $167M | 314 | Jul 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $165M | 301 | Apr 8, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $146M | 278 | Jan 10, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.