Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
SPTS SPDR Bloomberg Barcl | 0.75% |
GDX VanEck Gold Miners E | 0.33% |
CALF Pacer US Small Cap C | 0.28% |
YEAR AB Ultra Short Incom | 0.16% |
NOBL ProShares S&P 500 Di | 0.16% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
MINT PIMCO Enhanced Short | 0.61% |
SH ProShares Short S&P5 | 0.57% |
JPST JPMorgan Ultra-Short | 0.46% |
USMV iShares MSCI USA Min | 0.45% |
QLTA iShares Aaa - A Rate | 0.34% |
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