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LOWE WEALTH ADVISORS, LLC

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COLUMBIA MD Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Lowe Wealth Advisors is based out of Columbia. Lowe Wealth Advisors is a large advisory firm with 388 clients and discretionary assets under management (AUM) of $356,384,171 (Form ADV from 2023-03-13). Their last reported 13F filing for Q4 2023 included $202,110,331 in managed 13F securities and a top 10 holdings concentration of 79.01%. Lowe Wealth Advisors's largest holding is SPDR S&P 500 ETF TRUST with shares held of 136,670. Whalewisdom has at least 37 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 32.14%
QQQ Invesco QQQ Trust, S 10.32%
USMV iShares MSCI USA Min 9.16%
VCSH VANGUARD SHORT-TERM 5.88%
JPST JPMorgan Ultra-Short 4.92%

2023-12-31

13F Activity

Market Value $202m, Prior: $188m
New Purchases 18 stocks
Added To 34 stocks
Sold out of 8 stocks
Reduced holdings in 43 stocks
Top 10 Holdings % 79.01%
Turnover %[1] 8.25%
Turnover Alt %[2] 2.68%
Time Held Top 20 19.05 quarters
Time Held Top 10 23.4 quarters
Time Held All 19.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance