Lowe Wealth Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Lowe Wealth Advisors, LLC opened 6 positions, added to 10, reduced 31, sold out of 4 and left 146 unchanged. The largest increase in value was IAU (+$1,575,209); the largest decrease was MKC (-$123,881).
- SRE: Country of operation United States; Class COM; Shares 2025-06-30 44; Shares 2025-09-30 0.
- AES: Country of operation United States; Class COM; Shares 2025-06-30 227; Shares 2025-09-30 0.
- BXSL: Country of operation United States; Class COMMON STOCK; Shares 2025-06-30 72; Shares 2025-09-30 0.
- EW: Country of operation United States; Class COM; Shares 2025-06-30 15; Shares 2025-09-30 0.
Two Form 13F-HR filings compared (SEC CIK 1574010): 2025-06-30 (filed 2025-07-08) and 2025-09-30 (filed 2025-10-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||