Lowe Wealth Advisors, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

As we start the new year, it's always interesting to look back and see how things have changed from the year before. Lowe Wealth Advisors, LLC recently released a comparison of their Q4 2022 and Q1 2023 13F holdings, and there are some interesting shifts that we can explore.

One of the standout changes is the decrease in holdings of the iShares Tr MSCI USA MinVolatility ETF, with a 5% reduction in shares from Q4 to Q1, while experiencing a slight decrease of 5% in value. At the same time, there were other funds experiencing increases in both shares and value, such as the SPDR S&P 500 ETF and the Invesco QQQ Trust.

Let's take a closer look at some of the changes in the holdings.

Main Body:

Starting with some of the more significant changes, the SPDR S&P 500 ETF had a decrease of 1,880 shares and a 5.6% increase in value from Q4 to Q1, now holding 140,209 shares. The Invesco QQQ Trust also experienced a decrease in shares, but an 18% increase in value, now holding 51,675 shares. Both of these funds remain solid holdings in the portfolio, but there are changes in some of the other holdings worth noting.

The iShares Tr MSCI USA MinVolatility ETF saw a 5% decrease in shares, going from 270,586 shares in Q4 to 254,663 shares in Q1. The value saw a slight decrease of 5%. While the decrease in shares is not significant, it's worth noting that this is the fifth-largest holding in the portfolio.

One of the more notable increases in holdings is the Vanguard Short-Term Corporate Bond ETF, which saw a modest increase in shares, up by 1,518 shares, but remained relatively flat in value. This fund now holds 154,497 shares.

Another interesting change was seen in the JPMorgan Ultra-Short Income ETF, which saw a slight decrease of 0.5% in shares but remained relatively flat in value. This fund now holds 202,431 shares.

It's also worth noting some of the more significant changes in holdings, such as the increase of holdings of the Horizon Kinetics Inflation Bnfcrs ETF, with a 0.6% increase in shares from Q4 to Q1, now holding 199,178 shares. Additionally, the Vanguard High Dividend Yield ETF saw an increase in shares of 1,303 going from 33,788 shares to 35,091 shares.

Conclusion:

Overall, it's clear that the portfolio managers at Lowe Wealth Advisors, LLC are constantly making adjustments to their holdings. While there were some decreases in shares, many of the funds saw an increase in value. It's interesting to see the shifts in the portfolio, and these changes serve as a reminder to always be aware of the changes in your own portfolio.

Whether you are just starting out or have been investing for a while, it's important to stay up to date with your investments and make sound decisions based on changes in the market. Having a professional team like Lowe Wealth Advisors, LLC on your side can provide valuable insight and help ensure you are making informed decisions about your investments.