Lowe Wealth Advisors, LLC
Lowe Wealth Advisors, LLC is an SEC-registered investment advisory firm founded in 2011 and headquartered in Columbia, Maryland. The firm provides financial planning, portfolio management, and wealth preservation services primarily to individuals, including high net worth individuals, and some charitable organizations. The team consists of 9 employees and specializes in delivering tailored investment and financial solutions in a fiduciary capacity.
Investment Strategy
Lowe Wealth Advisors uses a comprehensive wealth management approach focused on financial planning, portfolio management, and long-term wealth preservation. Their strategy centers on building diversified portfolios tailored to each client's risk tolerance and financial goals, serving mainly individual investors, high net worth individuals, and a small number of charitable organizations. The firm practices discretionary portfolio management for most accounts, emphasizing fiduciary responsibility and transparent advice.
Top Holdings
Equity Positions (388)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF | 30.43% | $83.4M | 125,140 | $212.33 | $666.18 | +$4.7M |
Q QQQ | Invesco QQQ Trust | 9.67% | $26.5M | 44,139 | $174.43 | $600.37 | +$1.9M |
U USMV | iShares Tr MSCI USA MinVolatility | 7.55% | $20.7M | 217,277 | $41.28 | $95.14 | -$20.2K |
V VCSH | Vanguard Short-Term Corporate Bond ETF | 4.88% | $13.4M | 167,286 | $80.13 | $79.93 | +$288.4K |
S SPTS | SPDR Portfolio Short Term Treasury ETF | 4.75% | $13.0M | 443,942 | $28.96 | $29.32 | +$520.1K |