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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 Q2 2023 · Filed April 5, 2023 · Accession 0001574010-23-000002

Total Value
$185.8M
Positions
351
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (351)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY140,209$57.4M30.89%
2iShares Tr MSCI USA MinVolatility46429B697254,663$18.5M9.97%
3Invesco QQQ TrustIVZ51,675$16.6M8.93%
4Vanguard Short-Term Corporate Bond ETF92206C409154,497$11.8M6.34%
5JPMorgan Ultra-Short Income ETF46641Q837202,431$10.2M5.48%
6iShares Gold TrustIAU264,313$9.9M5.32%
7PIMCO Enhanced Short Maturity ETF72201R83397,308$9.7M5.20%
8Horizon Kinetics Inflation Bnfcrs ETF53656F623199,178$6.1M3.31%
9ProShares Short S&P50074347B425272,857$4.1M2.20%
10JPMorgan Equity Premium Income ETF46641Q33272,455$4.0M2.13%
11Vanguard High Dividend Yield ETF92194640635,091$3.7M1.99%
12iShares DJ US Total Market Index46428784636,878$3.7M1.99%
13SPDR Blmbg Barclays 1-3 Mth T-Bill ETF78468R66328,415$2.6M1.40%
14SPDR S&P MidCap 400MDY3,740$1.7M0.92%
15iShares Aaa - A Rated Corporate Bond ETF46429B29124,955$1.2M0.64%
16McCormick & Company IncMKC-V14,227$1.2M0.64%
17Energy Select Sector SPDRA81369Y50613,890$1.2M0.62%
18iShares Russell 30004642876894,766$1.1M0.60%
19Microsoft CorpMSFT2,844$819,9150.44%
20JPMorgan Short Duration Core Plus ETF46641Q27417,695$818,9350.44%
21APPLE INC.AAPL4,176$688,5670.37%
22iShares Core MSCI EAFE46432F84210,115$676,1760.36%
23VanEck Vectors Semiconductor ETF92189F6762,270$597,4410.32%
24WisdomTree India Earnings ETFWT18,155$572,6090.31%
25Exxon Mobil CorporationXOM5,179$567,9290.31%
26Invesco FTSE RAFI Emerging Markets ETFIVZ30,881$566,9750.31%
27SPDR S&P Global Natural Resources ETF78463X5419,505$542,6400.29%
28Quadratic Intrst Rt Vol & Infl H ETF50076773622,165$503,5890.27%
29Health Care Select Sector SPDR81369Y2093,880$502,3050.27%
30Utilities SPDR ETF81369Y8867,195$487,0300.26%
31Market Vectors Gold Miners ETF92189F10614,500$469,0750.25%
32Global X Copper Miners ETF37954Y83012,077$467,5070.25%
33SPDR Portfolio Short Term Treasury ETF78468R10115,855$463,4420.25%
34iShares Core MSCI Emerging Markets46434G1038,477$413,5930.22%
35Ameren CorpAEE4,138$357,4820.19%
36Invesco FTSE RAFI Dev Mkts ex-US ETFIVZ7,900$348,0740.19%
37iShares MSCI KLD 400 Social ETF4642885704,046$315,5480.17%
38Vanguard Total Stock Market ETF9229087691,505$307,1710.17%
39iShares High Dividend46429B6632,952$300,1000.16%
40Marathon Petroleum CorpMARA2,081$280,5810.15%
41Automatic Data ProcessingADP1,215$270,4950.15%
42Verizon Communications IncVZ6,903$268,4380.14%
43Reaves Utility Income7561581018,650$245,4870.13%
44Hershey CoHSY931$236,7990.13%
45SPDR S&P Aerospace & Defense ETF78464A6311,940$226,8050.12%
46PPL CorpPPLC8,089$224,7930.12%
47Badger Meter IncBMI1,600$194,9120.10%
48ProShares S&P 500 Dividend Aristocrats74348A4672,000$182,4800.10%
49Lockheed Martin CorpLMT372$175,8560.09%
50iShares ESG MSCI USA ETF46435G4251,825$165,0710.09%
51Vanguard Growth ETF922908736661$164,8800.09%
52Vanguard REIT ETF9229085531,916$159,1050.09%
53Johnson and JohnsonJNJ1,022$158,4810.09%
54AMGEN INC.AMGN606$146,5010.08%
55Facebook IncMETA672$142,4240.08%
56Newmont Mining CorpNEMCL2,865$140,4420.08%
57iShares MSCI ACWI ex US ETF4642882402,857$139,3360.07%
58Ishares Silver TrustSLV6,053$133,8920.07%
59International Business Machines CorpINTR1,005$131,7450.07%
60KraneShares Global Carbon ETF5007676783,290$130,4490.07%
61SPDR Wells Fargo Preferred Stock ETF78464A2923,773$128,1310.07%
62Coca-Cola CoKO2,038$126,4170.07%
63Amazon.com IncAMZN1,205$124,4640.07%
64SanofiSNYNF2,275$123,8060.07%
65iShares Core MSCI Pacific ETF46434V6962,175$123,0400.07%
66iShares S&P 100 Index Fund CBOE464287101656$122,6980.07%
67Visa IncV542$122,2850.07%
68Starbucks CorpSBUX1,168$121,6240.07%
69CHEVRON CORPORATIONCVX738$120,4120.06%
70WisdomTree US Dividend ex-Financials ETFWT1,222$111,9630.06%
71iShares 1-3 Year Treasury Bond4642874571,350$110,9160.06%
72Freeport-McMoran Copper & GoldFCX2,709$110,8250.06%
73iShares S&P 500 Growth4642873091,648$105,2910.06%
74UnitedHealth Group IncUNH221$104,4390.06%
75Intercontinental Exchange Inc45866F104925$96,4680.05%
76Prudential Financial IncPUKPF1,156$95,6470.05%
77General Mills Inc3703341041,117$95,4590.05%
78DISNEY WALT COMPANY254687106935$93,6590.05%
79MERCK & CO. INC.MRK842$89,5800.05%
80iShares International Select Dividend4642884483,050$83,8450.05%
81HOME DEPOT INC.HD269$79,2890.04%
82iShares Emerging Markets Dividend ETF4642863193,225$79,1420.04%
83iShares Select Dividend464287168667$78,1590.04%
84Costco Wholesale Corp22160K105147$73,0400.04%
85Rockwell Automation IncROK248$72,7760.04%
86Broadridge Financial Solutions Inc11133T103491$71,9660.04%
87Sun Life Financial IncSUNFF1,525$71,2160.04%
88iShares Russell Mid-Cap464287499900$62,9280.03%
89McDonald s CorpMCD224$62,6330.03%
90TESLA MTRS INCTSLA297$61,6160.03%
91iShares MSCI Emerging Markets4642872341,503$59,3080.03%
92iShares ESG Aware MSCI EAFE ETF46435G516823$59,1240.03%
93DNP Select Income Common23325P1045,294$58,3400.03%
94Air Products & Chemicals IncAIIR200$57,4420.03%
95Vanguard Value ETF922908744412$56,9010.03%
96Sprott Physical Gold and Silver TrustSII3,000$56,7300.03%
97Live Nation Entertainment IncLYV800$56,0000.03%
98Prologis IncPLDGP423$52,7780.03%
99INTEL CORPINTC1,592$52,0030.03%
100Ameriprise Financial Inc03076C106167$51,1860.03%
101iShares Core US REIT ETF464288521998$50,2990.03%
102Schwab US Large-Cap ETF8085242011,026$49,6280.03%
103Alphabet Inc CGOOG460$47,8400.03%
104PepsiCo IncPEP258$47,0330.03%
105Yamana Gold Inc98462Y1008,000$46,8000.03%
106American Electric Power Co Inc025537101511$46,4960.03%
107CVS CAREMARK CORPORATIONCVS613$45,5750.02%
108Xcel Energy IncXELLL658$44,3760.02%
109Northrop Grumman CorpNOC96$44,3250.02%
110Taiwan Semiconductor Manufacturing Co Ltd874039100452$42,0450.02%
111AT&T IncT-PC2,183$42,0230.02%
112Raytheon Technologies OrdRTX428$41,9140.02%
113Wal-Mart Stores IncWMT284$41,8640.02%
114iShares MSCI Global Gold Miners46434G8551,663$41,8580.02%
115Garmin LtdGRMN400$40,3680.02%
116iShares Core S&P 50046428720096$39,4640.02%
117PNC Financial Services Group Inc693475105308$39,1470.02%
118Berkshire Hathaway IncBRK-A120$37,0520.02%
119BP PLCBPPFF976$37,0290.02%
120Exelon CorpEXC870$36,4440.02%
121Hilton Worldwide Holdings IncHLT255$35,9220.02%
122iShares Russell 2000464287655198$35,3230.02%
123iShares Core S&P Small-Cap464287804359$34,7150.02%
124Market Vectors Agribusiness ETF92189F700395$34,3100.02%
125Paramount Global Class B92556H2061,524$34,0000.02%
126iShares 0-5 Year High Yield Corp Bd ETF46434V407813$33,8650.02%
127CME Group Inc/ILCME175$33,5160.02%
128Synopsys IncSNPS85$32,8310.02%
129SPDR S&P 500 Growth78464A409591$32,7180.02%
130Stryker CorporationSYK110$31,4020.02%
131Abbvie IncABBV195$31,0770.02%
132Materials Select Sector SPDRA81369Y100368$29,6830.02%
133VanEck Morningstar Wide Moat ETF92189F643395$29,1630.02%
134Quanta Services Inc74762E102174$28,9950.02%
135Duke Energy CorporationDUKB299$28,8450.02%
136Ford Motor Company3453708602,195$27,6570.01%
137Schwab International Equity ETF808524805794$27,6310.01%
138Main Street Capital Corp56035L104700$27,6220.01%
139GLOBAL X INTERNET OF THINGS ETF37954Y780809$26,9240.01%
140SPDR S&P Dividend ETF78464A763216$26,7210.01%
141Bank of America Corporation060505104870$24,8820.01%
142Enphase Energy IncENPH115$24,1820.01%
143iShares MSCI Singapore ETF46434G7801,200$23,8200.01%
144JPMorgan Chase & CoVYLD170$22,1530.01%
145iShares S&P 500 Value ETF464287408145$22,0050.01%
146Schwab US Small-Cap ETF808524607520$21,8040.01%
147ABBOTT LABORATORIESABLZF215$21,7710.01%
148Valero Energy CorpVLO155$21,6380.01%
149MODERNA INCMRNA130$19,9650.01%
150Avago Technologies LtdAVGO31$19,8970.01%
151Cohen & Steers Infrastructure Common19248A109808$19,7150.01%
152SQUARE INC ABSQKZ285$19,5650.01%
153Lexington Realty TrustLXP-PC400$19,4120.01%
154Schwab US TIPS ETF808524870352$18,8710.01%
155Chipotle Mexican Grill IncCMG11$18,7910.01%
156Alphabet Inc AGOOG180$18,6710.01%
157Oracle CorporationORCL-PD200$18,5840.01%
158Thermo Fisher Scientific IncTMO32$18,4440.01%
159MasterCard IncMA50$18,1710.01%
160Comcast CorpCCZ468$17,7420.01%
161iShares US Home Construction464288752250$17,5730.01%
162CATERPILLAR INC.CAT76$17,3920.01%
163First Trust Health Care AlphaDEX33734X143161$17,3120.01%
164iShares Core US Aggregate Bond464287226172$17,1380.01%
165Archer-Daniels Midland CoADM211$16,8080.01%
166Waste Management Inc94106L109102$16,6430.01%
167ONEOK IncOKE251$15,9490.01%
168Leggett & Platt IncLEG500$15,9400.01%
169Vanguard Interm-Term Corp Bd ETF92206C870196$15,7230.01%
170Procter & Gamble Co742718109105$15,6120.01%
171AmerisourceBergen CorpCOR97$15,5310.01%
172TARGET CORPORATIONTGT90$14,9070.01%
173Becton Dickinson & CoBDX60$14,8520.01%
174Flah&Crum Total ReturnFLC1,000$14,7000.01%
175SPDR S&P Oil & Gas Exploration & Production ETF78468R556115$14,6730.01%
176Pure Storage Inc74624M102575$14,6680.01%
177iShares Core S&P Total US Stock Mkt464287150161$14,5790.01%
178Nokia OyjNOKBF2,946$14,4650.01%
179H&R Block IncBSQKZ406$14,3120.01%
180Nuveen Quality Muni Income FundNU1,233$14,2160.01%
181PowerShares FTSE RAFI US 1000 ETFIVZ90$14,1100.01%
182Guggenheim S&P 500 Pure Growth ETFIVZ93$14,0560.01%
183Ishares Russell MidCap Growth ETF464287481150$13,6580.01%
184Cisco Systems IncCSCO258$13,4870.01%
185iShares US Real Estate464287739158$13,4140.01%
186iShares MSCI EmrgMkts MinVolatility464286533245$13,3700.01%
187Devon Energy Corp25179M103258$13,0570.01%
188Churchill Downs IncCHDN50$12,8530.01%
189NETFLIX INC.NFLX37$12,7830.01%
190Consumer Discret Select Sector SPDRA81369Y40785$12,7110.01%
191Guggenheim S&P 500A Equal WeightIVZ85$12,2930.01%
192The St. Joe CoJOE295$12,2750.01%
193Ball CorpBALL220$12,1240.01%
194Deere & CoDE29$11,9740.01%
195SPDR Dow Jones Industrial Average78467X10936$11,9740.01%
196CSX CorpCSX396$11,8560.01%
197Market Vectors Junior Gold Miners ETF92189F791300$11,8500.01%
198iShares Russell 2000 Value46428763085$11,6470.01%
199FirstEnergy CorpFE285$11,4170.01%
200UNDER ARMOUR INC-CLASS CUA1,271$10,8420.01%
201BlackRock MuniYieldBLK1,005$10,8040.01%
202Schwab Fundamental US Large Company ETF808524771195$10,7090.01%
203Qualcomm IncQCOM80$10,2060.01%
204VMWare Inc92856340281$10,1130.01%
205Union Pacific CorpUNP50$10,0630.01%
206Vanguard European Stock Index ETF922042874165$10,0570.01%
207Align Technology IncALGN30$10,0240.01%
208ConocoPhillipsCOP100$9,9210.01%
209Advanced Micro Devices IncAMD100$9,8010.01%
210iPath DJ-UBS Commodity Index TR ETNVXZ310$9,7930.01%
211Global X Robotics & Artfcl Intllgnc ETF37954Y715380$9,6900.01%
212UNDER ARMOUR INC.UA998$9,4710.01%
213Occidental Petroleum Corp674599105150$9,3650.01%
214Paychex IncPAYX80$9,1670.00%
215INVESCO SOLAR ETFIVZ115$8,9270.00%
216Domino s Pizza IncDPZ27$8,9060.00%
217Morgan StanleyMS-PQ100$8,7800.00%
218Vanguard FTSE Developed Markets ETF921943858194$8,7630.00%
219Stericycle Inc858912108200$8,7220.00%
220iShares Morningstar Small-Cap Growth ETF464288604210$8,1860.00%
221SPDR Gold SharesGLD44$8,0620.00%
222Kimberly-Clark CorpKMB60$8,0530.00%
223Vanguard Dividend Apprec Idx ETF92190884452$8,0090.00%
224iShares Barclay 20 Year Treas Bond46428743275$7,9780.00%
225Cameco CorpCCJ300$7,8510.00%
226GENERAL ELECTRIC COMPANY36960430180$7,6480.00%
227NIKE INCNKE62$7,5960.00%
228Colgate-Palmolive CoCL100$7,5150.00%
229Consumer Staples Select Sector SPDRA81369Y308100$7,4710.00%
230Dell IncDELL185$7,4390.00%
231Vanguard Global ex-US Real Estate ETF922042676183$7,4240.00%
232Schwab Fundamental Emerg Mkts Lg Co ETF808524730281$7,3200.00%
233Pfizer IncPFE175$7,1400.00%
234Schwab Fundamental Intl Lg Co ETF808524755227$7,0980.00%
235lowes companies incorporated54866110735$7,0360.00%
236Invitation Homes IncINVH225$7,0270.00%
237NVIDIA CorpNVDA25$6,9530.00%
238Technology Select Sector SPDRA81369Y80346$6,9460.00%
239ASTRAZENECA PLC -SPONS ADRAZN100$6,9410.00%
240Schwab Fundamental US Small Company ETF808524763131$6,3760.00%
241Aurinia Pharmaceuticals IncAUPH531$5,8200.00%
242Financial Select Sector SPDR81369Y605180$5,7870.00%
243Southwest Airlines Co844741108175$5,6950.00%
244iShares S&P Small-Cap 600 Growth46428788750$5,4970.00%
245Schwab Emerging Markets Equity ETF808524706221$5,4190.00%
246Range Resources CorpRRC204$5,4000.00%
247VanEck Vectors Fallen Angel HiYld Bd ETF92189F437190$5,3240.00%
248Cohen & Steers Qty Inc Realty Common19247L106444$5,2920.00%
249Cardinal Health IncCAH70$5,2850.00%
250iShares Core MSCI Total Intl Stk46432F83485$5,2660.00%
251Dollar General Corp25667710525$5,2620.00%
252Nutanix IncNTNX200$5,1980.00%
253Molson Coors Brewing Co BTAP-A100$5,1680.00%
254First Trust Water ETF33733B10060$5,0180.00%
255Smith & Wesson Brands IncSWBI400$4,9240.00%
256United Parcel Service IncUPS25$4,8500.00%
257Vanguard Short Term Bond ETF92193782763$4,8190.00%
258Booz Allen Hamilton Holding CorpBAH51$4,7270.00%
2591st Trust Cloud Computing ETF33734X19270$4,6830.00%
260Schwab Fundamental Intl Sm Co ETF808524748136$4,5060.00%
261iShares Global Clean Energy464288224220$4,3520.00%
262Communication Services Sel Sect SPDR ETF81369Y85275$4,3480.00%
263Pentair PlcPNR77$4,2560.00%
264Howmet Aerospace OrdHWM100$4,2370.00%
265iShares MSCI Glbl Agriculture Producers46428635096$4,0390.00%
266RUMBLE CL A ORDRUMBW400$4,0000.00%
267Carnival CorpCUKPF380$3,8570.00%
268Splunk Inc84863710440$3,8350.00%
269BlackRock Floating Rate Inc Tr CommonBLK333$3,7330.00%
270SALESFORCE COM COMPANYCRM18$3,5960.00%
271iShares Global Timber & Forestry46428817450$3,5800.00%
272First Trust Global Wind Energy ETF33736G106200$3,5720.00%
273iShares Core S&P Mid-Cap46428750714$3,5020.00%
274ACADIA Pharmaceuticals IncACAD180$3,3880.00%
275American Express CoAXP20$3,2990.00%
276Beyond Meat IncBYND200$3,2460.00%
277Ishares Nasdaq Biotechnology46428755625$3,2290.00%
278Starwood Property Trust Inc.STHO180$3,1840.00%
279iShares MSCI EAFE46428746544$3,1470.00%
280Medifast IncMED30$3,1100.00%
281Fidelity MSCI Health Care ETF31609260050$3,0740.00%
282Marriott International Inc57190320218$2,9890.00%
283Invesco Financial Preferred ETFIVZ200$2,9040.00%
284Brown-Forman CorpBF-B45$2,8920.00%
285STURM RUGER AND CO INCRGR50$2,8720.00%
286iShares S&P MidCap 400 Growth46428760640$2,8600.00%
287Accenture PLCACN10$2,8580.00%
288Enovix CorpENVX180$2,6840.00%
289Schwab International Small-Cap Eq ETF80852488879$2,6630.00%
2903M COMPANYMMM25$2,6280.00%
291Powershares S&P 500 Low VolatilityIVZ40$2,4960.00%
292Fidelity MSCI Energy ETF316092402110$2,4680.00%
293GE HealthCare Technologies Inc Common StockGEHC26$2,1330.00%
294MannKind CorpMNKD500$2,0500.00%
295Wells Fargo & Co94974610150$1,8690.00%
296Lululemon Athletica Inc Com Usd0.005LULU5$1,8210.00%
297Bristol-Myers Squibb CompanyCELG-RI25$1,7330.00%
298Snap Inc Cl ASNAP150$1,6820.00%
299Virgin Galactic Holdings IncSPCE401$1,6240.00%
300SPDR Portfolio Developed Wld ex-US ETF78463X88949$1,5740.00%
301MetLife IncMET-PF26$1,5060.00%
302iShares Russell 1000 Growth4642876146$1,4660.00%
303Wheeler Real Estate Investment Trust Inc963025309900$1,4450.00%
304Wyndham Hotels & Resorts IncWH20$1,3570.00%
305SPDR Portfolio Interm Term Corp Bd ETF78464A37541$1,3320.00%
306Walgreen Boots Alliance Inc Com93142710838$1,3300.00%
307Hanesbrands Inc410345102250$1,3150.00%
308TE Connectivity LtdTEL10$1,3120.00%
309PowerShares Insured National Muni BondIVZ50$1,1840.00%
310COHERENT ORDCOHR30$1,1420.00%
311NIO INC ADS REPSTG CL A ORD SHSNIOIF100$1,0510.00%
312Truist Finl Corp Com89832Q10930$1,0230.00%
313AMERICAN OUTDOOR BRANDS ORD WIAOUT99$9740.00%
314Nutrien LtdNTR12$8860.00%
315EVGO CL A ORDEVGOW100$7790.00%
316Dow Chemical CoDOW14$7670.00%
317Lumber Liquidators Holdings Inc55003T107200$7600.00%
318Vanguard S&P 500 ETF9229083632$7520.00%
319Nordstrom Inc65566410045$7320.00%
320Medtronic IncMDT9$7260.00%
321Vanguard S&P 500 Growth ETF9219325053$6910.00%
322American Airlines Group Inc02376R10245$6640.00%
323Arconic Inc03966V10725$6560.00%
324comScore IncSCOR500$6150.00%
325QuantumScape CorpQS75$6140.00%
326SoFi Technologies IncSOFI100$6070.00%
327Teva Pharmaceutical Industries Ltd88162420968$6010.00%
328Johnson Controls IncG515021059$5420.00%
329AMC Entertainment Holdings Inc00165C104100$5010.00%
330Prothena Corp PLCPRTA10$4850.00%
331Aqua Metals IncAQMS455$4550.00%
332Jazz Pharmaceuticals PLCJAZZ3$4390.00%
333JOANN Inc47768J101265$4210.00%
334Emergent BioSolutions IncEBS40$4140.00%
335Bausch Health Companies Inc07173410750$4050.00%
336VISHAY INTERTECHNOLOGY INCVSH15$3390.00%
337Westinghouse Air Brake Technologies Corp9297401083$3030.00%
338Schwab Fundamental US Broad Market ETF8085247895$2710.00%
339Invesco Cleantech ETFIVZ5$2460.00%
340Spectrum Brands Holdings Inc ComSPB3$1990.00%
341Crispr Therapeutics Agnamen AktCRSP4$1810.00%
342WisdomTree Europe SmallCap Dividend ETFWT3$1750.00%
343Kohl s CorpKSS7$1650.00%
344Viatris IncVTRS15$1440.00%
345Nvent Electric Plc ShsNVT2$860.00%
346Real Estate Select Sector SPDR81369Y8602$750.00%
347Nuveen Municipal Income CommonNU7$660.00%
348Groupon IncGRPN4$170.00%
349Conformis Inc20717E2005$80.00%
350New Age Beverages Corp650194103100$00.00%
351Advanced Battery Technologies Inc00752H10230$00.00%