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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lowe Wealth Advisors, LLC

Quarter ended Q1 2023 · Filed January 17, 2023 · Accession 0001574010-23-000001

Total Value
$181.0M
Positions
357
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (357)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY142,089$54.3M30.02%
2iShares Tr MSCI USA MinVolatility46429B697270,586$19.5M10.78%
3Invesco QQQ TrustIVZ52,791$14.1M7.77%
4Vanguard Short-Term Corporate Bond ETF92206C409157,015$11.8M6.52%
5JPMorgan Ultra-Short Income ETF46641Q837204,251$10.2M5.66%
6PIMCO Enhanced Short Maturity ETF72201R83398,164$9.7M5.35%
7iShares Gold TrustIAU269,849$9.3M5.16%
8Horizon Kinetics Inflation Bnfcrs ETF53656F623193,869$6.1M3.37%
9ProShares Short S&P50074347B425261,382$4.2M2.31%
10JPMorgan Equity Premium Income ETF46641Q33267,382$3.7M2.03%
11Vanguard High Dividend Yield ETF92194640633,788$3.7M2.02%
12iShares DJ US Total Market Index46428784638,013$3.6M1.96%
13SPDR Blmbg Barclays 1-3 Mth T-Bill ETF78468R66319,230$1.8M0.97%
14SPDR S&P MidCap 400MDY3,725$1.6M0.91%
15Energy Select Sector SPDRA81369Y50615,175$1.3M0.73%
16iShares Aaa - A Rated Corporate Bond ETF46429B29128,624$1.3M0.73%
17McCormick & Company IncMKC-V14,225$1.2M0.65%
18Vanguard REIT ETF92290855313,859$1.1M0.63%
19iShares Russell 30004642876894,946$1.1M0.60%
20Verizon Communications IncVZ24,151$951,5320.53%
21SPDR S&P Global Natural Resources ETF78463X54113,135$748,9580.41%
22Microsoft CorpMSFT2,904$696,3420.38%
23JPMorgan Short Duration Core Plus ETF46641Q27414,925$682,0730.38%
24iShares Core MSCI EAFE46432F84210,620$654,6060.36%
25WisdomTree India Earnings ETFWT19,565$637,6230.35%
26Exxon Mobil CorporationXOM5,726$631,5780.35%
27KraneShares Global Carbon ETF50076767817,040$621,4490.34%
28APPLE INC.AAPL4,672$607,0720.34%
29Quadratic Intrst Rt Vol & Infl H ETF50076773625,855$584,5820.32%
30VanEck Vectors Semiconductor ETF92189F6762,615$530,6880.29%
31Health Care Select Sector SPDR81369Y2093,700$502,6450.28%
32Utilities SPDR ETF81369Y8866,465$455,7830.25%
33Invesco FTSE RAFI Emerging Markets ETFIVZ24,151$425,5410.24%
34iShares Core MSCI Emerging Markets46434G1038,637$403,3480.22%
35Global X Copper Miners ETF37954Y83010,420$369,1810.20%
36Ameren CorpAEE4,138$367,9510.20%
37iShares High Dividend46429B6632,952$307,7160.17%
38Marathon Petroleum CorpMARA2,616$304,4760.17%
39iShares MSCI KLD 400 Social ETF4642885704,067$291,9700.16%
40Automatic Data ProcessingADP1,215$290,2150.16%
41Vanguard Total Stock Market ETF9229087691,505$287,7410.16%
42McCormick & Company IncMKC-V3,300$271,1610.15%
43SPDR Wells Fargo Preferred Stock ETF78464A2928,073$264,9560.15%
44Reaves Utility Income7561581018,200$231,8140.13%
45PPL CorpPPLC7,869$229,9320.13%
46Hershey CoHSY930$215,4460.12%
47SPDR S&P Aerospace & Defense ETF78464A6311,940$213,4970.12%
48Johnson and JohnsonJNJ1,134$200,3420.11%
49ProShares S&P 500 Dividend Aristocrats74348A4672,100$188,9790.10%
50Lockheed Martin CorpLMT377$183,4070.10%
51Badger Meter IncBMI1,600$174,4480.10%
52Vanguard Growth ETF922908736761$162,1770.09%
53iShares ESG MSCI USA ETF46435G4251,825$154,6690.09%
54International Business Machines CorpINTR1,030$145,1170.08%
55Newmont Mining CorpNEMCL2,965$139,9480.08%
56WisdomTree US Dividend ex-Financials ETFWT1,492$136,9270.08%
57Ishares Silver TrustSLV6,053$133,2870.07%
58CHEVRON CORPORATIONCVX738$132,4640.07%
59MERCK & CO. INC.MRK1,186$131,5870.07%
60iShares MSCI ACWI ex US ETF4642882402,857$129,9940.07%
61Coca-Cola CoKO2,038$129,6370.07%
62UnitedHealth Group IncUNH232$122,9500.07%
63Freeport-McMoran Copper & GoldFCX3,159$120,0420.07%
64iShares Core MSCI Pacific ETF46434V6962,175$116,7320.06%
65Starbucks CorpSBUX1,168$115,8660.06%
66Prudential Financial IncPUKPF1,156$114,9760.06%
67Visa IncV542$112,6580.06%
68iShares S&P 100 Index Fund CBOE464287101656$111,8940.06%
69iShares 1-3 Year Treasury Bond4642874571,350$109,5800.06%
70Amazon.com IncAMZN1,275$107,1000.06%
71Invesco FTSE RAFI Dev Mkts ex-US ETFIVZ2,380$98,8650.05%
72Schwab US Large-Cap ETF8085242012,188$98,7880.05%
73SanofiSNYNF2,000$96,8600.05%
74iShares S&P 500 Growth4642873091,648$96,4080.05%
75Intercontinental Exchange Inc45866F104925$94,8960.05%
76T. Rowe Price Group IncTROW860$93,7920.05%
77General Mills Inc3703341041,117$93,6600.05%
78iShares Select Dividend464287168767$92,5000.05%
79HOME DEPOT INC.HD269$84,8610.05%
80DISNEY WALT COMPANY254687106960$83,4380.05%
81Facebook IncMETA682$82,0720.05%
82iShares International Select Dividend4642884483,000$81,4800.05%
83SPDR S&P Oil & Gas Exploration & Production ETF78468R556590$80,1690.04%
84Abbvie IncABBV475$76,7650.04%
85Sun Life Financial IncSUNFF1,523$70,6920.04%
86Costco Wholesale Corp22160K105152$69,3880.04%
87PNC Financial Services Group Inc693475105430$67,9140.04%
88Broadridge Financial Solutions Inc11133T103491$65,8580.04%
89iShares ESG Aware MSCI EAFE ETF46435G5161,000$65,7400.04%
90Rockwell Automation IncROK248$63,8770.04%
91KT CorpKT4,700$63,4500.04%
92Air Products & Chemicals IncAIIR200$61,6520.03%
93iShares Russell Mid-Cap464287499900$60,7050.03%
94DNP Select Income Common23325P1045,294$59,5580.03%
95McDonald s CorpMCD224$59,0310.03%
96AT&T IncT-PC3,170$58,3510.03%
97AMGEN INC.AMGN222$58,3060.03%
98Vanguard Value ETF922908744412$57,8320.03%
99CVS CAREMARK CORPORATIONCVS612$57,0320.03%
100iShares MSCI Emerging Markets4642872341,503$56,9640.03%
101Live Nation Entertainment IncLYV800$55,7920.03%
102Sprott Physical Gold and Silver TrustSII3,000$53,7900.03%
103Ameriprise Financial Inc03076C106167$51,9990.03%
104iShares Core US REIT ETF464288521998$49,3510.03%
105American Electric Power Co Inc025537101511$48,5190.03%
106Prologis IncPLDGP423$47,6850.03%
107Wal-Mart Stores IncWMT334$47,3460.03%
108PepsiCo IncPEP258$46,6100.03%
109Xcel Energy IncXELLL658$46,1320.03%
110Yamana Gold Inc98462Y1008,000$44,4000.02%
111Raytheon Technologies OrdRTX428$43,1940.02%
112Market Vectors Gold Miners ETF92189F1061,500$42,9900.02%
113Devon Energy Corp25179M103688$42,3190.02%
114INTEL CORPINTC1,592$42,0700.02%
115Northrop Grumman CorpNOC76$41,4660.02%
116Alphabet Inc CGOOG460$40,8160.02%
117TESLA MTRS INCTSLA309$38,0630.02%
118Exelon CorpEXC870$37,6100.02%
119iShares MSCI Global Gold Miners46434G8551,663$37,1350.02%
120Berkshire Hathaway IncBRK-A120$37,0680.02%
121Garmin LtdGRMN400$36,9160.02%
122iShares Core S&P 50046428720096$36,8840.02%
123BP PLCBPPFF976$34,0920.02%
124iShares Core S&P Small-Cap464287804359$33,9760.02%
125Market Vectors Agribusiness ETF92189F700395$33,9070.02%
126Taiwan Semiconductor Manufacturing Co Ltd874039100452$33,6690.02%
127iShares 0-5 Year High Yield Corp Bd ETF46434V407813$33,2230.02%
128Hilton Worldwide Holdings IncHLT255$32,2220.02%
129Synopsys IncSNPS100$31,9290.02%
130Duke Energy CorporationDUKB299$30,7940.02%
131Enphase Energy IncENPH115$30,4700.02%
132SPDR S&P 500 Growth78464A409591$29,9460.02%
133CME Group Inc/ILCME175$29,4280.02%
134MODERNA INCMRNA163$29,2780.02%
135Bank of America Corporation060505104870$28,8140.02%
136Thermo Fisher Scientific IncTMO52$28,6360.02%
137Materials Select Sector SPDRA81369Y100368$28,5860.02%
138iShares Russell 2000464287655158$27,5490.02%
139SPDR S&P Dividend ETF78464A763216$27,0240.01%
140Stryker CorporationSYK110$26,8940.01%
141iShares US Preferred Stock464288687850$25,9510.01%
142Main Street Capital Corp56035L104700$25,8650.01%
143Paramount Global Class B92556H2061,524$25,7250.01%
144Schwab International Equity ETF808524805794$25,5750.01%
145Ford Motor Company3453708602,195$25,5280.01%
146Quanta Services Inc74762E102174$24,7950.01%
147ABBOTT LABORATORIESABLZF215$23,6050.01%
148GLOBAL X INTERNET OF THINGS ETF37954Y780809$23,3880.01%
149iShares MSCI Singapore ETF46434G7801,200$22,5720.01%
150Schwab US Small-Cap ETF808524607520$21,0650.01%
151iShares S&P 500 Value ETF464287408145$21,0350.01%
152Schwab US TIPS ETF808524870389$20,1460.01%
153JPMorgan Chase & CoVYLD150$20,1150.01%
154Valero Energy CorpVLO155$19,6630.01%
155Industrial Select Sector SPDRA81369Y704200$19,6420.01%
156Archer-Daniels Midland CoADM211$19,5910.01%
157Cohen & Steers Infrastructure Common19248A109808$19,3840.01%
158Lexington Realty TrustLXP-PC400$19,0000.01%
159Invesco Financial Preferred ETFIVZ1,300$18,7200.01%
160CATERPILLAR INC.CAT76$18,2070.01%
161Colgate-Palmolive CoCL229$18,0430.01%
162SQUARE INC ABSQKZ285$17,9090.01%
163First Trust Health Care AlphaDEX33734X143161$17,5060.01%
164MasterCard IncMA50$17,3870.01%
165Avago Technologies LtdAVGO31$17,2360.01%
166iShares Core US Aggregate Bond464287226172$16,6820.01%
167ONEOK IncOKE251$16,4910.01%
168Comcast CorpCCZ468$16,3660.01%
169CSX CorpCSX528$16,3570.01%
170Oracle CorporationORCL-PD200$16,3480.01%
171Leggett & Platt IncLEG500$16,1150.01%
172AmerisourceBergen CorpCOR97$16,0740.01%
173Waste Management Inc94106L109102$16,0020.01%
174Procter & Gamble Co742718109105$15,9140.01%
175Alphabet Inc AGOOG180$15,8810.01%
176Flah&Crum Total ReturnFLC1,000$15,7900.01%
177Pure Storage Inc74624M102575$15,3870.01%
178Chipotle Mexican Grill IncCMG11$15,2620.01%
179Becton Dickinson & CoBDX60$15,2580.01%
180Vanguard Interm-Term Corp Bd ETF92206C870196$15,1920.01%
181iShares US Home Construction464288752250$15,1510.01%
182Kimberly-Clark CorpKMB111$15,0680.01%
183H&R Block IncBSQKZ406$14,8230.01%
184Cisco Systems IncCSCO308$14,6730.01%
185Nuveen Quality Muni Income FundNU1,233$14,5490.01%
186Guggenheim S&P 500 Pure Growth ETFIVZ93$14,1000.01%
187PowerShares FTSE RAFI US 1000 ETFIVZ90$13,9640.01%
188ConocoPhillipsCOP117$13,8060.01%
189Nokia OyjNOKBF2,946$13,6690.01%
190iShares Core S&P Total US Stock Mkt464287150161$13,6530.01%
191TARGET CORPORATIONTGT90$13,4140.01%
192iShares US Real Estate464287739158$13,3020.01%
193iShares MSCI EmrgMkts MinVolatility464286533245$12,9970.01%
194WisdomTree Japan Hedged EquityWT200$12,8580.01%
195Ishares Russell MidCap Growth ETF464287481150$12,5400.01%
196Deere & CoDE29$12,4340.01%
197Dollar General Corp25667710550$12,3130.01%
198Guggenheim S&P 500A Equal WeightIVZ85$12,0060.01%
199FirstEnergy CorpFE285$11,9530.01%
200SPDR Dow Jones Industrial Average78467X10936$11,9280.01%
201iShares Russell 2000 Value46428763085$11,7870.01%
202Applied Materials Inc038222105120$11,6860.01%
203Pfizer IncPFE225$11,5290.01%
204UNDER ARMOUR INC-CLASS CUA1,271$11,3370.01%
205Ball CorpBALL220$11,2510.01%
206Consumer Discret Select Sector SPDRA81369Y40785$10,9790.01%
207NETFLIX INC.NFLX37$10,9110.01%
208Market Vectors Junior Gold Miners ETF92189F791300$10,6950.01%
209UNDER ARMOUR INC.UA1,048$10,6480.01%
210Churchill Downs IncCHDN50$10,5720.01%
211BlackRock MuniYieldBLK1,005$10,4620.01%
212iPath DJ-UBS Commodity Index TR ETNVXZ310$10,4500.01%
213Schwab Fundamental US Large Company ETF808524771195$10,4210.01%
214Union Pacific CorpUNP50$10,3540.01%
215Stericycle Inc858912108200$9,9780.01%
216iShares Barclay 20 Plus Year Treas Bond464287432100$9,9560.01%
217VMWare Inc92856340281$9,9440.01%
218Domino s Pizza IncDPZ27$9,3530.01%
219Paychex IncPAYX80$9,2450.01%
220Vanguard European Stock Index ETF922042874165$9,1480.01%
221Qualcomm IncQCOM80$8,7950.00%
222Goldman Sachs Group IncGSCE25$8,5850.00%
223Morgan StanleyMS-PQ100$8,5020.00%
224INVESCO SOLAR ETFIVZ115$8,3880.00%
225Vanguard FTSE Developed Markets ETF921943858194$8,1420.00%
226Accenture PLCACN30$8,0050.00%
227Global X Robotics & Artfcl Intllgnc ETF37954Y715380$7,8090.00%
228iShares Morningstar Small-Cap Growth ETF464288604210$7,5680.00%
229Vanguard Global ex-US Real Estate ETF922042676183$7,5650.00%
230SPDR Gold SharesGLD44$7,4640.00%
231Consumer Staples Select Sector SPDRA81369Y308100$7,4550.00%
232Dell IncDELL185$7,4410.00%
233NIKE INCNKE62$7,2470.00%
234STORE Capital Corp862121100225$7,2140.00%
235lowes companies incorporated54866110735$7,0100.00%
236Schwab Fundamental Emerg Mkts Lg Co ETF808524730281$6,9630.00%
237Schwab US Aggregate Bond ETF808524839149$6,8020.00%
238Cameco CorpCCJ300$6,8010.00%
239ASTRAZENECA PLC -SPONS ADRAZN100$6,7800.00%
240GENERAL ELECTRIC COMPANY36960430180$6,7030.00%
241Invitation Homes IncINVH225$6,6690.00%
242Schwab Fundamental Intl Lg Co ETF808524755227$6,5990.00%
2433M COMPANYMMM55$6,5960.00%
244Advanced Micro Devices IncAMD100$6,4770.00%
245Align Technology IncALGN30$6,3270.00%
246Financial Select Sector SPDR81369Y605180$6,1560.00%
247Schwab Fundamental US Small Company ETF808524763131$6,1200.00%
248Southwest Airlines Co844741108175$5,8920.00%
249The St. Joe CoJOE150$5,7980.00%
250Technology Select Sector SPDRA81369Y80346$5,7240.00%
251iShares S&P Small-Cap 600 Growth46428788750$5,4040.00%
252Cardinal Health IncCAH70$5,3810.00%
253Booz Allen Hamilton Holding CorpBAH51$5,3310.00%
254Schwab Emerging Markets Equity ETF808524706221$5,2310.00%
255Nutanix IncNTNX200$5,2100.00%
256Molson Coors Brewing Co BTAP-A100$5,1520.00%
257VanEck Vectors Fallen Angel HiYld Bd ETF92189F437190$5,1340.00%
258Cohen & Steers Qty Inc Realty Common19247L106444$5,1060.00%
259Range Resources CorpRRC204$5,1040.00%
260iShares Core MSCI Total Intl Stk46432F83485$4,9200.00%
261MFAM Small-Cap Growth ETF74933W874200$4,8900.00%
262First Trust Water ETF33733B10060$4,7620.00%
263Vanguard Short Term Bond ETF92193782763$4,7430.00%
264iShares Global Clean Energy464288224220$4,3670.00%
265United Parcel Service Inc (UPS)UPS25$4,3460.00%
266Schwab Fundamental Intl Sm Co ETF808524748136$4,2510.00%
267iShares MSCI Glbl Agriculture Producers46428635096$4,1140.00%
2681st Trust Cloud Computing ETF33734X19270$4,0330.00%
269Howmet Aerospace OrdHWM100$3,9410.00%
270NVIDIA CorpNVDA25$3,6580.00%
271BlackRock Floating Rate Inc Tr CommonBLK333$3,6430.00%
272iShares Global Timber & Forestry46428817450$3,6380.00%
273Communication Services Sel Sect SPDR ETF81369Y85275$3,5990.00%
274Smith & Wesson Brands IncSWBI400$3,4720.00%
275First Trust Global Wind Energy ETF33736G106200$3,4640.00%
276Pentair PlcPNR77$3,4630.00%
277Medifast IncMED30$3,4610.00%
278Splunk Inc84863710440$3,4440.00%
279iShares Core S&P Mid-Cap46428750714$3,3860.00%
280Starwood Property Trust Inc.STHO180$3,2990.00%
281Ishares Nasdaq Biotechnology46428755625$3,2820.00%
282Fidelity MSCI Health Care ETF31609260050$3,1990.00%
283Carnival CorpCUKPF380$3,0630.00%
284Brown-Forman CorpBF-B45$2,9560.00%
285American Express CoAXP20$2,9550.00%
286iShares MSCI EAFE46428746544$2,8880.00%
287ACADIA Pharmaceuticals IncACAD180$2,8660.00%
288iShares S&P MidCap 400 Growth46428760640$2,7320.00%
289Marriott International Inc57190320218$2,6800.00%
290MannKind CorpMNKD500$2,6350.00%
291Fidelity MSCI Energy ETF316092402110$2,6220.00%
292Powershares S&P 500 Low VolatilityIVZ40$2,5560.00%
293STURM RUGER AND CO INCRGR50$2,5310.00%
294Schwab International Small-Cap Eq ETF80852488879$2,4860.00%
295Beyond Meat IncBYND200$2,4620.00%
296SALESFORCE COM COMPANYCRM18$2,3870.00%
297RUMBLE CL A ORDRUMBW400$2,3800.00%
298Aurinia Pharmaceuticals IncAUPH531$2,2940.00%
299Enovix CorpENVX180$2,2390.00%
300MetLife IncMET-PF26$1,8820.00%
301Bristol-Myers Squibb CompanyCELG-RI25$1,7990.00%
302Lululemon Athletica Inc Com Usd0.005LULU5$1,6020.00%
303Hanesbrands Inc410345102250$1,5900.00%
304SPDR Portfolio Developed Wld ex-US ETF78463X88949$1,4550.00%
305Wyndham Hotels & Resorts IncWH20$1,4260.00%
306Walgreen Boots Alliance Inc Com93142710838$1,4170.00%
307Virgin Galactic Holdings IncSPCE401$1,3950.00%
308Wheeler Real Estate Investment Trust Inc963025309900$1,3680.00%
309GENERAL MOTORS CORPORATION37045V10040$1,3460.00%
310Snap Inc Cl ASNAP150$1,3430.00%
311SPDR Portfolio Interm Term Corp Bd ETF78464A37541$1,3050.00%
312Truist Finl Corp Com89832Q10930$1,2910.00%
313iShares Russell 1000 Growth4642876146$1,2850.00%
314TE Connectivity LtdTEL10$1,1480.00%
315PowerShares Insured National Muni BondIVZ50$1,1470.00%
316Lumber Liquidators Holdings Inc55003T107200$1,1240.00%
317AMERICAN OUTDOOR BRANDS ORD WIAOUT99$9920.00%
318NIO INC ADS REPSTG CL A ORD SHSNIOIF100$9750.00%
319Nutrien LtdNTR12$8760.00%
320JOANN Inc47768J101265$7550.00%
321Invesco S&P MidCap Low Volatility ETFIVZ14$7490.00%
322Nordstrom Inc65566410045$7260.00%
323Dow Chemical CoDOW14$7050.00%
324Medtronic IncMDT9$6990.00%
325Invesco S&P SmallCap Low Volatility ETFIVZ14$6250.00%
326Teva Pharmaceutical Industries Ltd88162420968$6190.00%
327Prothena Corp PLCPRTA10$6030.00%
328comScore IncSCOR500$5800.00%
329Johnson Controls IncG515021059$5760.00%
330American Airlines Group Inc02376R10245$5720.00%
331Aqua Metals IncAQMS455$5690.00%
332Arconic Inc03966V10725$5290.00%
333Westinghouse Air Brake Technologies Corp9297401085$4990.00%
334Jazz Pharmaceuticals PLCJAZZ3$4780.00%
335Emergent BioSolutions IncEBS40$4720.00%
336SoFi Technologies IncSOFI100$4610.00%
337EVGO CL A ORDEVGOW100$4470.00%
338QuantumScape CorpQS75$4250.00%
339AMC Entertainment Holdings Inc00165C104100$4070.00%
340First Trust ISE Chindia Idx33733A10210$3810.00%
341VISHAY INTERTECHNOLOGY INCVSH15$3240.00%
342Bausch Health Companies Inc07173410750$3140.00%
343Schwab Fundamental US Broad Market ETF8085247895$2630.00%
344Invesco Cleantech ETFIVZ5$2390.00%
345Spectrum Brands Holdings Inc ComSPB3$1830.00%
346Kohl s CorpKSS7$1770.00%
347Viatris IncVTRS15$1670.00%
348WisdomTree Europe SmallCap Dividend ETFWT3$1640.00%
349Crispr Therapeutics Agnamen AktCRSP4$1630.00%
350ETFMG Alternative Harvest ETF26924G50835$1490.00%
351Nvent Electric Plc ShsNVT2$770.00%
352Real Estate Select Sector SPDR81369Y8602$740.00%
353Nuveen Municipal Income CommonNU7$660.00%
354Groupon IncGRPN4$340.00%
355Conformis Inc20717E2005$170.00%
356Advanced Battery Technologies Inc00752H10230$00.00%
357New Age Beverages Corp650194103100$00.00%