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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 2024 · Filed July 9, 2024 · Accession 0001574010-24-000003

Total Value
$219.5M
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY133,424$72.6M33.08%
2Invesco QQQ TrustIVZ49,586$23.8M10.82%
3iShares Tr MSCI USA MinVolatility46429B697231,723$19.5M8.86%
4Vanguard Short-Term Corporate Bond ETF92206C409149,448$11.5M5.26%
5JPMorgan Ultra-Short Income ETF46641Q837203,025$10.2M4.67%
6PIMCO Enhanced Short Maturity ETF72201R83387,007$8.8M3.99%
7SPDR Portfolio Short Term Treasury ETF78468R101293,057$8.5M3.85%
8iShares Gold TrustIAU166,966$7.3M3.34%
9Horizon Kinetics Inflation Bnfcrs ETF53656F623222,824$7.3M3.32%
10JPMorgan Equity Premium Income ETF46641Q33297,577$5.5M2.52%
11iShares DJ US Total Market Index46428784635,581$4.7M2.14%
12Vanguard High Dividend Yield ETF92194640624,540$2.9M1.33%
13ProShares S&P 500 Dividend Aristocrats74348A46723,208$2.2M1.02%
14Energy Select Sector SPDRA81369Y50623,382$2.1M0.97%
15SPDR S&P MidCap 400MDY3,819$2.0M0.93%
16Market Vectors Gold Miners ETF92189F10645,177$1.5M0.70%
17Global X Copper Miners ETF37954Y83033,074$1.5M0.68%
18iShares Russell 30004642876894,616$1.4M0.65%
19Microsoft CorpMSFT2,689$1.2M0.55%
20VanEck Vectors Semiconductor ETF92189F6764,220$1.1M0.50%
21AB Ultra Short Income ETF00039J10321,380$1.1M0.49%
22JPMorgan Short Duration Core Plus ETF46641Q27422,538$1.0M0.48%
23McCormick & Company IncMKC-V13,912$986,9450.45%
24WisdomTree India Earnings ETFWT19,328$933,1560.43%
25Invesco FTSE RAFI Emerging Markets ETFIVZ43,232$875,4480.40%
26Pacer US Small Cap Cash Cows 100 ETF69374H85719,640$855,4970.39%
27Invesco FTSE RAFI Dev Mkts ex-US ETFIVZ16,409$798,7900.36%
28APPLE INC.AAPL3,474$731,7730.33%
29Pacer US Cash Cows 100 ETF69374H88113,217$720,1940.33%
30iShares MSCI Brazil ETF46428640023,096$631,2140.29%
31Exxon Mobil CorporationXOM4,913$565,5850.26%
32Vanguard Dividend Apprec Idx ETF9219088442,525$460,9390.21%
33T. Rowe Price Capital Apprec Eq ETF87283Q86712,530$393,5670.18%
34iShares Emerging Markets Dividend ETF46428631914,322$389,2720.18%
35Facebook IncMETA691$348,4160.16%
36iShares Core MSCI EAFE46432F8424,707$341,9160.16%
37VanEck Morningstar SMID Moat ETF92189H73010,164$324,8410.15%
38iShares Core MSCI Emerging Markets46434G1035,865$313,9530.14%
39Ameren CorpAEE4,138$294,2530.13%
40Automatic Data ProcessingADP1,215$290,0080.13%
41iShares High Dividend46429B6632,535$275,5550.13%
42TJX Companies Inc8725401092,402$264,4600.12%
43Marathon Petroleum CorpMARA1,436$249,1170.11%
44PPL CorpPPLC8,089$223,6610.10%
45Vanguard REIT ETF9229085532,552$213,7560.10%
46Reaves Utility Income7561581017,750$211,7300.10%
47Amazon.com IncAMZN915$176,8240.08%
48Hershey CoHSY934$171,6400.08%
49International Business Machines CorpINTR980$169,4910.08%
50iShares MSCI KLD 400 Social ETF4642885701,588$164,9140.08%
51Vanguard Growth ETF922908736429$160,4500.07%
52Badger Meter IncBMI860$160,2610.07%
53VanEck Morningstar Wide Moat ETF92189F6431,840$159,3620.07%
54SPDR S&P Oil & Gas Exploration & Production ETF78468R5561,077$156,6710.07%
55iShares S&P 500 Growth4642873091,648$152,5060.07%
56Quadratic Intrst Rt Vol & Infl H ETF5007677368,200$151,7820.07%
57Public Service Enterprise Group Inc7445731062,044$150,6430.07%
58Vanguard Total Stock Market ETF922908769542$144,9900.07%
59iShares 0-5 Year High Yield Corp Bd ETF46434V4073,258$137,4670.06%
60iShares Core MSCI Pacific ETF46434V6962,175$133,1540.06%
61iShares ESG MSCI USA ETF46435G4251,075$128,2690.06%
62Coca-Cola CoKO2,013$128,1270.06%
63Visa IncV458$120,2070.05%
64SPDR Wells Fargo Preferred Stock ETF78464A2923,538$120,0440.05%
65Utilities SPDR ETF81369Y8861,735$118,2230.05%
66Schwab US Large-Cap ETF8085242011,796$115,3930.05%
67Prudential Financial IncPUKPF976$114,3770.05%
68iShares Core S&P Small-Cap4642878041,036$110,5000.05%
69iShares MSCI Emerging Markets4642872342,561$109,0730.05%
70ProShares Short S&P50074347B4259,440$107,7100.05%
71iShares MSCI Mexico ETF4642868221,848$104,6150.05%
72iShares iBonds Dec 2025 Term Tr ETF46436E8664,429$102,8410.05%
73Vanguard Intl Hi Div Yld Idx ETF9219467941,495$102,4520.05%
74iShares Aaa - A Rated Corporate Bond ETF46429B2912,185$102,3890.05%
75iShares iBonds Dec 2026 Term Tr ETF46436E8584,402$99,7260.05%
76Vanguard Intl Div Apprec ETF9219468101,225$99,5680.05%
77Broadridge Financial Solutions Inc11133T103491$96,7270.04%
78CHEVRON CORPORATIONCVX618$96,6680.04%
79Johnson and JohnsonJNJ646$94,4030.04%
80LINKBANCORP ORDLNKB14,814$90,6620.04%
81Starbucks CorpSBUX1,153$89,7610.04%
82HOME DEPOT INC.HD259$89,0440.04%
83Sprott Physical Gold and Silver TrustSII4,000$88,2000.04%
84Lockheed Martin CorpLMT187$87,3480.04%
85iShares MSCI ACWI ex US ETF4642882401,638$87,0270.04%
86WisdomTree US Dividend ex-Financials ETFWT863$86,1270.04%
87Verizon Communications IncVZ2,077$85,6550.04%
88iShares 1-3 Year Treasury Bond4642874571,035$84,5080.04%
89Schwab International Equity ETF8085248052,138$82,1420.04%
90SPDR MSCI ACWI ex-US ETF78463X8482,864$81,0800.04%
91iShares Select Dividend464287168667$80,6940.04%
92Taiwan Semiconductor Manufacturing Co Ltd874039100452$78,5620.04%
93iShares Core S&P Mid-Cap4642875071,331$77,8900.04%
94Live Nation Entertainment IncLYV816$76,4920.03%
95Sun Life Financial IncSUNFF1,535$75,2200.03%
96Vanguard Large-Cap ETF922908637300$74,8860.03%
97General Mills Inc3703341041,117$70,6610.03%
98iShares International Dividend Gr ETF46435G5241,039$70,0290.03%
99SPDR Blmbg Barclays 1-3 Mth T-Bill ETF78468R663758$69,5690.03%
100Costco Wholesale Corp22160K10581$68,8490.03%
101Rockwell Automation IncROK248$68,2690.03%
102iShares International Select Dividend4642884482,410$66,6850.03%
103Vanguard Value ETF922908744412$66,0890.03%
104MERCK & CO. INC.MRK532$65,8620.03%
105Garmin LtdGRMN400$65,1680.03%
106Freeport-McMoran Copper & GoldFCX1,330$64,6380.03%
107DISNEY WALT COMPANY254687106646$64,1410.03%
108AMGEN INC.AMGN204$63,7400.03%
109The St. Joe CoJOE1,154$63,1240.03%
110Newmont Mining CorpNEMCL1,490$62,3860.03%
111iShares S&P 100 Index Fund CBOE464287101224$59,2030.03%
112Dimensional US High Profitability ETF25434V8311,781$56,9740.03%
113Ishares Silver TrustSLV2,116$56,2220.03%
114INTEL CORPINTC1,792$55,4910.03%
115Schwab US Mid-Cap ETF808524508708$55,1040.03%
116Alphabet Inc CGOOG300$55,0260.03%
117UnitedHealth Group IncUNH108$54,7460.02%
118Vanguard Emerging Markets Stock Idx ETF9220428581,188$51,9870.02%
119Air Products & Chemicals IncAIIR200$51,6100.02%
120Wal-Mart Stores IncWMT732$49,5470.02%
121iShares Core S&P 50046428720090$49,2510.02%
122Berkshire Hathaway IncBRK-A120$48,8160.02%
123iShares Russell Mid-Cap464287499600$48,6480.02%
124iShares JPMorgan USD Emerg Markets Bond464288281544$48,1330.02%
125PNC Financial Services Group Inc693475105308$47,8880.02%
126Prologis IncPLDGP423$47,5070.02%
127Invesco Russell 1000 Dynamic Mltfct ETFIVZ900$47,2410.02%
128SPDR S&P 500 Growth78464A409581$46,5560.02%
129TRI-CONTINENTAL CORPORATION8954361031,500$46,4550.02%
130Invesco S&P 500 Revenue ETFIVZ500$46,3100.02%
131Golar LNG LtdGLNG1,441$45,1750.02%
132American Electric Power Co Inc025537101511$44,8350.02%
133Vale SAVALE3,995$44,6240.02%
134DNP Select Income Common23325P1045,294$43,5170.02%
135iShares Core US REIT ETF464288521798$42,7410.02%
136Ameriprise Financial Inc03076C106100$42,7190.02%
137PepsiCo IncPEP258$42,5520.02%
138Vanguard FTSE All-Wld ex-US ETF922042775712$41,7520.02%
139TESLA MTRS INCTSLA206$40,7630.02%
140Boeing CoBA-PA223$40,5880.02%
141Synopsys IncSNPS65$38,6790.02%
142McDonald s CorpMCD150$38,2260.02%
143Stryker CorporationSYK110$37,4280.02%
144Main Street Capital Corp56035L104700$35,3430.02%
145Xcel Energy IncXELLL658$35,1440.02%
146Northrop Grumman CorpNOC78$34,0040.02%
147SPDR S&P Global Infrastructure ETF78463X855621$33,9380.02%
148Dollar General Corp256677105240$31,7350.01%
149JPMorgan Chase & CoVYLD150$30,3390.01%
150Duke Energy CorporationDUKB299$29,9690.01%
151Vanguard S&P Mid-Cap 400 ETF921932885288$28,5440.01%
152Oracle CorporationORCL-PD200$28,2400.01%
153AT&T IncT-PC1,477$28,2250.01%
154iShares ESG Aware MSCI EAFE ETF46435G516350$27,5730.01%
155JPMORGN HEDGD EQTY LAD OVRLY ETF46654Q724454$26,5860.01%
156Technology Select Sector SPDRA81369Y803116$26,2430.01%
157CATERPILLAR INC.CAT76$25,3160.01%
158NVIDIA CorpNVDA200$24,7080.01%
159Valero Energy CorpVLO155$24,2980.01%
160Raytheon Technologies OrdRTX241$24,1940.01%
161Honda Motor Co LtdHNDAF718$23,1480.01%
162MasterCard IncMA50$22,0580.01%
163H&R Block IncBSQKZ406$22,0170.01%
164Hilton Worldwide Holdings IncHLT100$21,8200.01%
165Waste Management Inc94106L109102$21,7610.01%
166SPDR S&P Aerospace & Defense ETF78464A631150$20,9970.01%
167MetLife IncMET-PF294$20,6360.01%
168Ford Motor Company3453708601,645$20,6280.01%
169ONEOK IncOKE251$20,4690.01%
170iShares Core S&P Total US Stock Mkt464287150172$20,4300.01%
171Bank of America Corporation060505104505$20,0840.01%
172WisdomTree Japan Hedged EquityWT175$19,7440.01%
173Pure Storage Inc74624M102300$19,2630.01%
174SPDR S&P 600 Small Cap Growth ETF78464A201214$18,3740.01%
175Cohen & Steers Infrastructure Common19248A109808$18,1640.01%
176BP PLCBPPFF500$18,0500.01%
177Vanguard Short-Term Infl-Prot Secs ETF922020805369$17,9110.01%
178Thermo Fisher Scientific IncTMO32$17,6960.01%
179CVS CAREMARK CORPORATIONCVS297$17,5390.01%
180Enterprise Products Partners LP293792107600$17,3880.01%
181Guggenheim S&P 500 Pure Growth ETFIVZ465$17,3260.01%
182Procter & Gamble Co742718109105$17,3170.01%
183SPDR S&P Dividend ETF78464A763136$17,2960.01%
184PowerShares FTSE RAFI US 1000 ETFIVZ450$17,0780.01%
185First Trust Health Care AlphaDEX33734X143161$16,8280.01%
186Ishares Russell MidCap Growth ETF464287481150$16,5530.01%
187Qualcomm IncQCOM80$15,9340.01%
188Paramount Global Class B92556H2061,524$15,8340.01%
189Dell IncDELL114$15,7220.01%
190MODERNA INCMRNA130$15,4380.01%
191SPDR S&P Global Natural Resources ETF78463X541270$15,0800.01%
192Quanta Services Inc74762E10258$14,7370.01%
193Nuveen Quality Muni Income FundNU1,233$14,4750.01%
194ABBOTT LABORATORIESABLZF138$14,3400.01%
195SPDR Dow Jones Industrial Average78467X10936$14,0810.01%
196Market Vectors Agribusiness ETF92189F700200$14,0240.01%
197iShares MSCI EmrgMkts MinVolatility464286533245$14,0160.01%
198Churchill Downs IncCHDN100$13,9600.01%
199iShares US Real Estate464287739158$13,8630.01%
200iShares Core US Aggregate Bond464287226142$13,7840.01%
201Materials Select Sector SPDRA81369Y100150$13,2470.01%
202CSX CorpCSX396$13,2460.01%
203SQUARE INC ABSQKZ200$12,8980.01%
204GENERAL ELECTRIC COMPANY36960430180$12,7180.01%
205Occidental Petroleum Corp674599105200$12,6060.01%
206iShares Semiconductor ETF46428752350$12,3320.01%
207Devon Energy Corp25179M103258$12,2290.01%
208Industrial Select Sector SPDRA81369Y704100$12,1870.01%
209Exelon CorpEXC345$11,9340.01%
210Stericycle Inc858912108200$11,6260.01%
211NETFLIX INC.NFLX17$11,4730.01%
212ConocoPhillipsCOP100$11,4380.01%
213Union Pacific CorpUNP50$11,3130.01%
214Agnico Eagle Mines LtdAEM172$11,2490.01%
215Nokia OyjNOKBF2,946$11,1360.01%
216Health Care Select Sector SPDR81369Y20975$10,9310.00%
217FirstEnergy CorpFE285$10,9070.00%
218BlackRock MuniYieldBLK1,005$10,9040.00%
219Sabine Royalty Trust785688102160$10,3500.00%
220Cisco Systems IncCSCO208$9,8820.00%
221CME Group Inc/ILCME50$9,8300.00%
222Colgate-Palmolive CoCL100$9,7040.00%
223iShares Morningstar Small-Cap Growth ETF464288604210$9,5510.00%
224Pan American Silver Corp697900108479$9,5230.00%
225Paychex IncPAYX80$9,4850.00%
226SPDR S&P Emerging Asia Pacific ETF78463X30183$9,2460.00%
227Comcast CorpCCZ234$9,1630.00%
228iShares Russell 200046428765545$9,1300.00%
229Market Vectors Junior Gold Miners ETF92189F791200$8,4240.00%
230Kimberly-Clark CorpKMB60$8,2920.00%
231Avago Technologies LtdAVGO5$8,0280.00%
232Booz Allen Hamilton Holding CorpBAH51$7,8490.00%
233ASTRAZENECA PLC -SPONS ADRAZN100$7,7990.00%
234lowes companies incorporated54866110735$7,7570.00%
235Enphase Energy IncENPH75$7,4780.00%
236Financial Select Sector SPDR81369Y605180$7,4000.00%
237Align Technology IncALGN30$7,2430.00%
238Becton Dickinson & CoBDX30$7,0110.00%
239VanEck CLO ETF92189H748131$6,9350.00%
240Cardinal Health IncCAH70$6,8820.00%
241Range Resources CorpRRC204$6,8400.00%
242SPDR Gold SharesGLD30$6,4500.00%
243iShares S&P Small-Cap 600 Growth46428788750$6,4220.00%
244iShares MSCI EAFE46428746577$6,0310.00%
245Pentair PlcPNR77$5,9040.00%
246Schwab US Dividend Equity ETF80852479775$5,8320.00%
247Guggenheim S&P 500A Equal WeightIVZ35$5,7500.00%
248iShares Core MSCI Total Intl Stk46432F83485$5,7430.00%
249Nutanix IncNTNX100$5,6850.00%
250Molson Coors Brewing Co BTAP-A100$5,0830.00%
251Pfizer IncPFE175$4,8970.00%
252SALESFORCE COM COMPANYCRM18$4,6280.00%
253Marriott International Inc57190320218$4,3520.00%
254First Trust NASDAQ Cybersecurity ETF33734X84675$4,2320.00%
255UNDER ARMOUR INC-CLASS CUA639$4,1730.00%
256Ares Capital CorporationARCC200$4,1680.00%
257UNDER ARMOUR INC.UA566$3,7750.00%
258Consumer Discret Select Sector SPDRA81369Y40720$3,6480.00%
259Norwegian Cruise Line Holdings LtdNCLH193$3,6260.00%
260iShares S&P MidCap 400 Growth46428760640$3,5240.00%
261Southwest Airlines Co844741108120$3,4330.00%
262Ishares Nasdaq Biotechnology46428755625$3,4320.00%
263United Parcel Service IncUPS25$3,4210.00%
264Starwood Property Trust Inc.STHO180$3,4090.00%
265GE HealthCare Technologies Inc Common StockGEHC43$3,3510.00%
266Ge Vernova Llc ComGEV19$3,2590.00%
267TARGET CORPORATIONTGT20$2,9610.00%
268ACADIA Pharmaceuticals IncACAD180$2,9250.00%
269Alibaba Group Holding Ltd AdrBBAAY40$2,8800.00%
270Enovix CorpENVX180$2,7830.00%
271iShares MSCI EAFE Growth ETF46428888527$2,7620.00%
272Snap Inc Cl ASNAP150$2,4920.00%
273iShares iBonds Dec 2024 Term Tr ETF46436E87494$2,2540.00%
274iShares iBonds Dec 2027 Term Tr ETF46436E841101$2,2300.00%
275iShares iBonds Dec 2028 Term Tr ETF46436E833102$2,2270.00%
276RUMBLE CL A ORDRUMBW400$2,2200.00%
277iShares Russell 1000 Growth4642876146$2,1870.00%
278Vanguard FTSE Developed Markets ETF92194385843$2,1250.00%
279RIVIAN AUTOMOTIVE INC CLASS ARIVN127$1,7040.00%
280Royal Caribbean Cruises LtdV7780T10310$1,5940.00%
281Wheeler Real Estate Investment Trust Inc963025309700$1,5750.00%
282Global X Robotics & Artfcl Intllgnc ETF37954Y71550$1,5430.00%
283TE Connectivity LtdTEL10$1,5040.00%
284Lululemon Athletica Inc Com Usd0.005LULU5$1,4940.00%
285Wyndham Hotels & Resorts IncWH20$1,4800.00%
286Beyond Meat IncBYND200$1,3420.00%
287Truist Finl Corp Com89832Q10930$1,1660.00%
288Teva Pharmaceutical Industries Ltd88162420968$1,1040.00%
289Brighthouse Finl Inc Com10922N10324$1,0400.00%
290Vanguard S&P 500 Growth ETF9219325053$1,0000.00%
291Vanguard S&P 500 ETF9229083632$1,0000.00%
292Dow Chemical CoDOW14$7430.00%
293Medtronic IncMDT9$7080.00%
294Medifast IncMED30$6550.00%
295Johnson Controls IncG515021059$5980.00%
296Vanguard Index Funds Vanguard Mid-Cap Etf9229086292$4840.00%
297Westinghouse Air Brake Technologies Corp9297401083$4740.00%
298PowerShares Water ResourcesIVZ7$4540.00%
299Bristol-Myers Squibb CompanyCELG-RI10$4150.00%
300comScore IncSCOR25$3550.00%
301VISHAY INTERTECHNOLOGY INCVSH15$3350.00%
302Schwab Fundamental US Broad Market ETF8085247895$3280.00%
303Jazz Pharmaceuticals PLCJAZZ3$3200.00%
304WisdomTree Europe SmallCap Dividend ETFWT5$2980.00%
305Emergent BioSolutions IncEBS40$2730.00%
306Spectrum Brands Holdings Inc ComSPB3$2580.00%
307Prothena Corp PLCPRTA10$2060.00%
308Invesco Cleantech ETFIVZ5$1970.00%
309Kohl s CorpKSS7$1610.00%
310Viatris IncVTRS15$1590.00%
311Nvent Electric Plc ShsNVT2$1530.00%
312DARDEN RESTAURANTS INC.DRI1$1510.00%
313Aqua Metals IncAQMS455$1460.00%
314New Age Beverages Corp650194103100$00.00%
315Advanced Battery Technologies Inc00752H10230$00.00%