Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2023 · Filed October 23, 2023 · Accession 0001574010-23-000004

Total Value
$188.0M
Positions
305
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (305)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY138,216$59.1M31.42%
2Invesco QQQ TrustIVZ51,253$18.4M9.76%
3iShares Tr MSCI USA MinVolatility46429B697249,740$18.1M9.61%
4Vanguard Short-Term Corporate Bond ETF92206C409152,468$11.5M6.09%
5JPMorgan Ultra-Short Income ETF46641Q837201,619$10.1M5.38%
6PIMCO Enhanced Short Maturity ETF72201R83395,527$9.6M5.09%
7Horizon Kinetics Inflation Bnfcrs ETF53656F623206,150$6.3M3.34%
8iShares Gold TrustIAU170,664$6.0M3.18%
9SPDR Portfolio Short Term Treasury ETF78468R101167,806$4.8M2.56%
10JPMorgan Equity Premium Income ETF46641Q33282,101$4.4M2.34%
11iShares DJ US Total Market Index46428784637,120$3.9M2.06%
12ProShares Short S&P50074347B425246,075$3.6M1.89%
13Vanguard High Dividend Yield ETF92194640632,358$3.3M1.78%
14Energy Select Sector SPDRA81369Y50623,636$2.1M1.14%
15SPDR S&P MidCap 400MDY3,809$1.7M0.92%
16iShares Russell 30004642876894,866$1.2M0.63%
17ProShares S&P 500 Dividend Aristocrats74348A46712,937$1.1M0.61%
18JPMorgan Short Duration Core Plus ETF46641Q27424,695$1.1M0.60%
19McCormick & Company IncMKC-V14,230$1.1M0.57%
20Microsoft CorpMSFT2,835$894,9990.48%
21iShares Aaa - A Rated Corporate Bond ETF46429B29116,578$747,3130.40%
22WisdomTree India Earnings ETFWT18,410$676,7520.36%
23VanEck Vectors Semiconductor ETF92189F6764,470$648,0610.34%
24Invesco FTSE RAFI Emerging Markets ETFIVZ35,535$633,2340.34%
25Invesco FTSE RAFI Dev Mkts ex-US ETFIVZ14,396$626,6580.33%
26APPLE INC.AAPL3,574$611,8550.33%
27iShares Core MSCI EAFE46432F8429,254$595,4840.32%
28Exxon Mobil CorporationXOM4,981$585,6660.31%
29Global X Copper Miners ETF37954Y83013,321$485,0320.26%
30Quadratic Intrst Rt Vol & Infl H ETF50076773621,415$440,2920.23%
31AB Ultra Short Income ETF00039J1037,940$398,5880.21%
32Market Vectors Gold Miners ETF92189F10614,735$396,5190.21%
33Health Care Select Sector SPDR81369Y2093,080$396,5190.21%
34iShares Core MSCI Emerging Markets46434G1037,545$359,0670.19%
35Ameren CorpAEE4,138$309,6470.16%
36Zoom Video Communications IncZM4,385$306,6870.16%
37Automatic Data ProcessingADP1,215$292,3050.16%
38iShares MSCI KLD 400 Social ETF4642885703,500$284,9350.15%
39SPDR S&P Global Natural Resources ETF78463X5415,080$283,0580.15%
40iShares High Dividend46429B6632,679$264,9260.14%
41VanEck Vectors Oil Services ETF92189H607760$262,2300.14%
42Utilities SPDR ETF81369Y8864,425$260,7650.14%
43Marathon Petroleum CorpMARA1,711$258,9430.14%
44Cameco CorpCCJ6,155$243,9840.13%
45Pacer US Cash Cows 100 ETF69374H8814,770$235,7810.13%
46Badger Meter IncBMI1,600$230,1920.12%
47iShares Emerging Markets Dividend ETF4642863199,340$222,4790.12%
48iShares MSCI Brazil ETF4642864006,975$213,9230.11%
49TJX Companies Inc8725401092,402$213,4900.11%
50SPDR S&P Aerospace & Defense ETF78464A6311,890$211,8690.11%
51Reaves Utility Income7561581018,550$210,7580.11%
52VanEck Morningstar SMID Moat ETF92189H7307,360$209,2450.11%
53Facebook IncMETA672$201,7410.11%
54PPL CorpPPLC8,089$190,5770.10%
55Hershey CoHSY932$186,4150.10%
56Vanguard Growth ETF922908736661$179,9970.10%
57iShares ESG MSCI USA ETF46435G4251,775$166,6900.09%
58Johnson and JohnsonJNJ1,057$164,6690.09%
59International Business Machines CorpINTR980$137,4940.07%
60VanEck Morningstar Wide Moat ETF92189F6431,770$134,2370.07%
61CHEVRON CORPORATIONCVX738$124,4420.07%
62Lockheed Martin CorpLMT302$123,5060.07%
63Vanguard REIT ETF9229085531,611$121,8880.06%
64iShares Core MSCI Pacific ETF46434V6962,175$120,9300.06%
65Vanguard Total Stock Market ETF922908769550$116,8260.06%
66Public Service Enterprise Group Inc7445731062,044$116,3240.06%
67SPDR Wells Fargo Preferred Stock ETF78464A2923,538$114,8430.06%
68iShares S&P 500 Growth4642873091,648$112,7560.06%
69Coca-Cola CoKO2,013$112,6880.06%
70iShares 1-3 Year Treasury Bond4642874571,350$109,3100.06%
71Amazon.com IncAMZN855$108,6880.06%
72Visa IncV468$107,5570.06%
73WisdomTree US Dividend ex-Financials ETFWT1,183$105,2430.06%
74SPDR S&P Oil & Gas Exploration & Production ETF78468R556710$105,0160.06%
75Prudential Financial IncPUKPF1,076$102,1020.05%
76Starbucks CorpSBUX1,108$101,1270.05%
77SPDR Blmbg Barclays 1-3 Mth T-Bill ETF78468R6631,070$98,2470.05%
78Verizon Communications IncVZ2,745$88,9650.05%
79Broadridge Financial Solutions Inc11133T103491$87,9140.05%
80ProShares Short QQQSPOT8,000$87,1200.05%
81HOME DEPOT INC.HD259$78,1590.04%
82Invesco S&P 500 Revenue ETFIVZ959$74,9360.04%
83Sun Life Financial IncSUNFF1,529$74,6180.04%
84Costco Wholesale Corp22160K105129$72,8800.04%
85iShares Select Dividend464287168667$71,7960.04%
86General Mills Inc3703341041,117$71,4770.04%
87MERCK & CO. INC.MRK692$71,2410.04%
88Rockwell Automation IncROK248$70,8960.04%
89TRI-CONTINENTAL CORPORATION8954361032,615$69,5330.04%
90Sprott Physical Gold and Silver TrustSII4,000$69,2800.04%
91Live Nation Entertainment IncLYV800$66,4320.04%
92iShares Russell Mid-Cap464287499900$62,3250.03%
93iShares International Select Dividend4642884482,410$61,2140.03%
94AMGEN INC.AMGN226$60,7400.03%
95Intercontinental Exchange Inc45866F104550$60,5110.03%
96DISNEY WALT COMPANY254687106746$60,4630.03%
97Vanguard Value ETF922908744412$56,8270.03%
98Air Products & Chemicals IncAIIR200$56,6800.03%
99INTEL CORPINTC1,592$56,5870.03%
100UnitedHealth Group IncUNH112$56,5680.03%
101Ameriprise Financial Inc03076C106167$55,0570.03%
102Newmont Mining CorpNEMCL1,490$55,0560.03%
103Schwab US Large-Cap ETF8085242011,026$51,9160.03%
104DNP Select Income Common23325P1045,294$50,3990.03%
105Freeport-McMoran Copper & GoldFCX1,330$49,5960.03%
106TESLA MTRS INCTSLA191$47,7920.03%
107Prologis IncPLDGP423$47,4650.03%
108Raytheon Technologies OrdRTX628$45,1970.02%
109iShares S&P 100 Index Fund CBOE464287101224$44,9430.02%
110PepsiCo IncPEP258$43,7160.02%
111Ishares Silver TrustSLV2,116$43,0390.02%
112Boeing CoBA-PA222$42,5530.02%
113Garmin LtdGRMN400$42,0800.02%
114Berkshire Hathaway IncBRK-A120$42,0360.02%
115iShares MSCI ACWI ex US ETF464288240887$41,6980.02%
116iShares Core S&P 50046428720096$41,2250.02%
117McDonald s CorpMCD154$40,5700.02%
118Alphabet Inc CGOOG300$39,5550.02%
119Taiwan Semiconductor Manufacturing Co Ltd874039100452$39,2790.02%
120Wal-Mart Stores IncWMT244$39,0100.02%
121American Electric Power Co Inc025537101511$38,4370.02%
122PNC Financial Services Group Inc693475105308$37,8130.02%
123Xcel Energy IncXELLL658$37,6510.02%
124iShares Core US REIT ETF464288521798$37,6500.02%
125iShares MSCI Emerging Markets464287234981$37,2290.02%
126SPDR S&P 500 Growth78464A409591$35,0340.02%
127Northrop Grumman CorpNOC76$33,4540.02%
128iShares 0-5 Year High Yield Corp Bd ETF46434V407813$33,3370.02%
129Exelon CorpEXC845$31,9330.02%
130Stryker CorporationSYK110$30,0600.02%
131Synopsys IncSNPS65$29,8330.02%
132Main Street Capital Corp56035L104700$28,4410.02%
133iShares ESG Aware MSCI EAFE ETF46435G516400$27,6520.01%
134Enovix CorpENVX2,190$27,4850.01%
135CVS CAREMARK CORPORATIONCVS391$27,3330.01%
136AT&T IncT-PC1,800$27,0360.01%
137Duke Energy CorporationDUKB299$26,3900.01%
138iShares Russell 2000464287655149$26,3340.01%
139Industrial Select Sector SPDRA81369Y704250$25,3450.01%
140GLOBAL X INTERNET OF THINGS ETF37954Y780809$24,7800.01%
141Ford Motor Company3453708601,945$24,1570.01%
142Honda Motor Co LtdHNDAF718$24,1540.01%
143SPDR S&P Dividend ETF78464A763196$22,5420.01%
144iShares S&P 500 Value ETF464287408145$22,3070.01%
145Valero Energy CorpVLO155$21,9650.01%
146JPMorgan Chase & CoVYLD150$21,7530.01%
147Schwab US Small-Cap ETF808524607520$21,5380.01%
148Oracle CorporationORCL-PD200$21,1840.01%
149Comcast CorpCCZ468$20,7510.01%
150CATERPILLAR INC.CAT76$20,7480.01%
151Pure Storage Inc74624M102575$20,4820.01%
152Hilton Worldwide Holdings IncHLT136$20,4240.01%
153Schwab International Equity ETF808524805594$20,1720.01%
154CME Group Inc/ILCME100$20,0220.01%
155MasterCard IncMA50$19,7960.01%
156Paramount Global Class B92556H2061,524$19,6600.01%
157BP PLCBPPFF500$19,3600.01%
158Marsh & McLennan Companies Inc571748102100$19,0300.01%
159Schwab US TIPS ETF808524870352$17,7720.01%
160H&R Block IncBSQKZ406$17,4820.01%
161Thermo Fisher Scientific IncTMO32$16,1970.01%
162Bank of America Corporation060505104590$16,1540.01%
163ONEOK IncOKE251$15,9210.01%
164Archer-Daniels Midland CoADM211$15,9140.01%
165Cohen & Steers Infrastructure Common19248A109808$15,8210.01%
166Market Vectors Agribusiness ETF92189F700200$15,7400.01%
167First Trust Health Care AlphaDEX33734X143161$15,6430.01%
168Waste Management Inc94106L109102$15,5490.01%
169Procter & Gamble Co742718109105$15,3150.01%
170iShares Core S&P Total US Stock Mkt464287150161$15,1650.01%
171Vanguard Interm-Term Corp Bd ETF92206C870196$14,8920.01%
172Quanta Services Inc74762E10279$14,7790.01%
173PowerShares FTSE RAFI US 1000 ETFIVZ450$14,3190.01%
174Guggenheim S&P 500 Pure Growth ETFIVZ465$14,0200.01%
175Enphase Energy IncENPH115$13,8170.01%
176iShares Core S&P Small-Cap464287804146$13,7720.01%
177Ishares Russell MidCap Growth ETF464287481150$13,7030.01%
178VMWare Inc92856340281$13,4850.01%
179MODERNA INCMRNA130$13,4280.01%
180ABBOTT LABORATORIESABLZF138$13,3650.01%
181iShares Core US Aggregate Bond464287226142$13,3540.01%
182iShares MSCI EmrgMkts MinVolatility464286533245$13,0710.01%
183Dell IncDELL185$12,7470.01%
184Leggett & Platt IncLEG500$12,7050.01%
185SQUARE INC ABSQKZ285$12,6140.01%
186Nuveen Quality Muni Income FundNU1,233$12,5030.01%
187iShares US Real Estate464287739158$12,3460.01%
188Devon Energy Corp25179M103258$12,3070.01%
189CSX CorpCSX396$12,1770.01%
190SPDR Dow Jones Industrial Average78467X10936$12,0580.01%
191ConocoPhillipsCOP100$11,9800.01%
192iShares Expanded Tech-Software Sect ETF46428751535$11,9440.01%
193Materials Select Sector SPDRA81369Y100150$11,7830.01%
194Occidental Petroleum Corp674599105180$11,6780.01%
195Churchill Downs IncCHDN100$11,6040.01%
196iShares Russell 2000 Value46428763085$11,5220.01%
197Cisco Systems IncCSCO208$11,1820.01%
198Nokia OyjNOKBF2,946$11,0180.01%
199Schwab Fundamental US Large Company ETF808524771195$10,9140.01%
200Union Pacific CorpUNP50$10,1820.01%
201FirstEnergy CorpFE285$9,7410.01%
202Paychex IncPAYX80$9,2260.00%
203BlackRock MuniYieldBLK1,005$9,2260.00%
204Align Technology IncALGN30$9,1600.00%
205Stericycle Inc858912108200$8,9420.00%
206Qualcomm IncQCOM80$8,8850.00%
207GENERAL ELECTRIC COMPANY36960430180$8,8440.00%
208Vanguard FTSE Developed Markets ETF921943858194$8,4820.00%
209iShares Morningstar Small-Cap Growth ETF464288604210$8,1400.00%
210Vanguard Dividend Apprec Idx ETF92190884452$8,0800.00%
211Becton Dickinson & CoBDX30$7,7560.00%
212Adobe Systems IncADBE15$7,6490.00%
213Pfizer IncPFE229$7,5960.00%
214Technology Select Sector SPDRA81369Y80346$7,5410.00%
215Schwab Fundamental Emerg Mkts Lg Co ETF808524730281$7,3680.00%
216lowes companies incorporated54866110735$7,3130.00%
217Kimberly-Clark CorpKMB60$7,2510.00%
218Schwab Fundamental Intl Lg Co ETF808524755227$7,1890.00%
219Colgate-Palmolive CoCL100$7,1110.00%
220Nutanix IncNTNX200$6,9760.00%
221Pan American Silver Corp697900108479$6,9360.00%
222Alibaba Group Holding Ltd AdrBBAAY79$6,8520.00%
223ASTRAZENECA PLC -SPONS ADRAZN100$6,7720.00%
224Range Resources CorpRRC204$6,6120.00%
225NETFLIX INC.NFLX17$6,4190.00%
226Molson Coors Brewing Co BTAP-A100$6,3590.00%
227Schwab Fundamental US Small Company ETF808524763131$6,3520.00%
228Cardinal Health IncCAH70$6,0770.00%
229Financial Select Sector SPDR81369Y605180$5,9710.00%
230Splunk Inc84863710440$5,8500.00%
231Booz Allen Hamilton Holding CorpBAH51$5,5730.00%
232iShares S&P Small-Cap 600 Growth46428788750$5,4840.00%
233Schwab Emerging Markets Equity ETF808524706221$5,2910.00%
234SPDR Gold SharesGLD30$5,1440.00%
235iShares Core MSCI Total Intl Stk46432F83485$5,0990.00%
236Agnico Eagle Mines LtdAEM112$5,0900.00%
237Pentair PlcPNR77$4,9860.00%
238Communication Services Sel Sect SPDR ETF81369Y85275$4,9180.00%
239Vanguard Short Term Bond ETF92193782763$4,7360.00%
240Cohen & Steers Qty Inc Realty Common19247L106444$4,4930.00%
241Vanguard Global ex-US Real Estate ETF922042676110$4,2820.00%
242Guggenheim S&P 500A Equal WeightIVZ30$4,2510.00%
243Avago Technologies LtdAVGO5$4,1530.00%
244Aurinia Pharmaceuticals IncAUPH531$4,1260.00%
245UNDER ARMOUR INC-CLASS CUA639$4,0770.00%
246United Parcel Service IncUPS25$3,8970.00%
247UNDER ARMOUR INC.UA566$3,8770.00%
248ACADIA Pharmaceuticals IncACAD180$3,7510.00%
249SALESFORCE COM COMPANYCRM18$3,6500.00%
250Marriott International Inc57190320218$3,5380.00%
251Axsome Therapeutics IncAXSM50$3,4950.00%
252iShares Core S&P Mid-Cap46428750714$3,4910.00%
253Starwood Property Trust Inc.STHO180$3,4830.00%
254Southwest Airlines Co844741108120$3,2480.00%
255Consumer Discret Select Sector SPDRA81369Y40720$3,2200.00%
256Ishares Nasdaq Biotechnology46428755625$3,0570.00%
257iShares MSCI EAFE46428746544$3,0320.00%
258American Express CoAXP20$2,9840.00%
259GE HealthCare Technologies Inc Common StockGEHC43$2,9260.00%
260iShares S&P MidCap 400 Growth46428760640$2,8900.00%
261Powershares S&P 500 Low VolatilityIVZ40$2,3520.00%
2623M COMPANYMMM25$2,3410.00%
263Medifast IncMED30$2,2460.00%
264TARGET CORPORATIONTGT20$2,2110.00%
265MannKind CorpMNKD500$2,0650.00%
266RUMBLE CL A ORDRUMBW400$2,0400.00%
267Lululemon Athletica Inc Com Usd0.005LULU5$1,9280.00%
268Beyond Meat IncBYND200$1,9240.00%
269MetLife IncMET-PF26$1,6360.00%
270iShares Russell 1000 Growth4642876146$1,5960.00%
271Wyndham Hotels & Resorts IncWH20$1,3910.00%
272Snap Inc Cl ASNAP150$1,3370.00%
273Global X Robotics & Artfcl Intllgnc ETF37954Y71550$1,2360.00%
274TE Connectivity LtdTEL10$1,2350.00%
275Schwab Fundamental Intl Sm Co ETF80852474835$1,1250.00%
276PowerShares Insured National Muni BondIVZ50$1,1080.00%
277Wheeler Real Estate Investment Trust Inc963025309700$1,0500.00%
278Truist Finl Corp Com89832Q10930$8580.00%
279Vanguard S&P 500 ETF9229083632$7850.00%
280Vanguard S&P 500 Growth ETF9219325053$7410.00%
281Dow Chemical CoDOW14$7220.00%
282Medtronic IncMDT9$7050.00%
283Teva Pharmaceutical Industries Ltd88162420968$6930.00%
284Schwab International Small-Cap Eq ETF80852488821$6770.00%
285Bristol-Myers Squibb CompanyCELG-RI10$5800.00%
286Aqua Metals IncAQMS455$5140.00%
287QuantumScape CorpQS75$5020.00%
288Prothena Corp PLCPRTA10$4830.00%
289Johnson Controls IncG515021059$4790.00%
290Vanguard Index Funds Vanguard Mid-Cap Etf9229086292$4160.00%
291Jazz Pharmaceuticals PLCJAZZ3$3880.00%
292PowerShares Water ResourcesIVZ7$3720.00%
293VISHAY INTERTECHNOLOGY INCVSH15$3710.00%
294Westinghouse Air Brake Technologies Corp9297401083$3190.00%
295comScore IncSCOR500$3070.00%
296Schwab Fundamental US Broad Market ETF8085247895$2750.00%
297Spectrum Brands Holdings Inc ComSPB3$2350.00%
298Invesco Cleantech ETFIVZ5$2210.00%
299WisdomTree Europe SmallCap Dividend ETFWT3$1570.00%
300Viatris IncVTRS15$1480.00%
301Kohl s CorpKSS7$1470.00%
302Emergent BioSolutions IncEBS40$1360.00%
303Nvent Electric Plc ShsNVT2$1060.00%
304Advanced Battery Technologies Inc00752H10230$00.00%
305New Age Beverages Corp650194103100$00.00%