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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 Q3 2024 · Filed October 2, 2024 · Accession 0001574010-24-000005

Total Value
$232.1M
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETFSPY132,009$75.7M32.63%
2Invesco QQQ TrustIVZ47,206$23.0M9.93%
3iShares Tr MSCI USA MinVolatility46429B697231,921$21.2M9.12%
4Vanguard Short-Term Corporate Bond ETF92206C409155,322$12.3M5.31%
5JPMorgan Ultra-Short Income ETF46641Q837199,294$10.1M4.36%
6SPDR Portfolio Short Term Treasury ETF78468R101317,780$9.3M4.03%
7Horizon Kinetics Inflation Bnfcrs ETF53656F623230,564$8.7M3.73%
8PIMCO Enhanced Short Maturity ETF72201R83385,642$8.6M3.71%
9iShares Gold TrustIAU168,076$8.4M3.60%
10JPMorgan Equity Premium Income ETF46641Q332101,177$6.0M2.59%
11iShares DJ US Total Market Index46428784634,982$4.9M2.10%
12Vanguard High Dividend Yield ETF92194640625,841$3.3M1.43%
13ProShares S&P 500 Dividend Aristocrats74348A46723,673$2.5M1.09%
14SPDR S&P MidCap 400MDY4,181$2.4M1.03%
15Energy Select Sector SPDRA81369Y50622,876$2.0M0.87%
16Market Vectors Gold Miners ETF92189F10648,611$1.9M0.83%
17Global X Copper Miners ETF37954Y83034,332$1.6M0.70%
18iShares Russell 30004642876894,289$1.4M0.60%
19Microsoft CorpMSFT2,747$1.2M0.51%
20McCormick & Company IncMKC-V13,914$1.1M0.49%
21AB Ultra Short Income ETF00039J10322,153$1.1M0.49%
22JPMorgan Short Duration Core Plus ETF46641Q27423,412$1.1M0.48%
23Invesco FTSE RAFI Emerging Markets ETFIVZ49,204$1.1M0.47%
24WisdomTree India Earnings ETFWT20,137$1.0M0.44%
25Pacer US Small Cap Cash Cows 100 ETF69374H85720,541$955,5560.41%
26Pacer US Cash Cows 100 ETF69374H88115,298$884,6830.38%
27Invesco FTSE RAFI Dev Mkts ex-US ETFIVZ16,834$877,5560.38%
28APPLE INC.AAPL3,643$848,9290.37%
29iShares International Dividend Gr ETF46435G5249,650$719,7790.31%
30iShares MSCI Brazil ETF46428640023,279$686,4980.30%
31VanEck Vectors Semiconductor ETF92189F6762,514$617,0610.27%
32Exxon Mobil CorporationXOM4,913$575,9020.25%
33T. Rowe Price Capital Apprec Eq ETF87283Q86715,945$530,1710.23%
34Vanguard Dividend Apprec Idx ETF9219088442,525$500,1020.22%
35VanEck Morningstar SMID Moat ETF92189H73013,374$468,4910.20%
36iShares Emerging Markets Dividend ETF46428631915,100$433,3700.19%
37Facebook IncMETA692$396,1280.17%
38iShares Core MSCI EAFE46432F8424,657$363,4780.16%
39Ameren CorpAEE4,138$361,9090.16%
40Automatic Data ProcessingADP1,215$336,2270.14%
41iShares Core MSCI Emerging Markets46434G1035,830$334,7000.14%
42iShares High Dividend46429B6632,510$295,2260.13%
43SPDR S&P Global Infrastructure ETF78463X8554,762$293,7680.13%
44TJX Companies Inc8725401092,402$282,3310.12%
45PPL CorpPPLC7,890$260,9970.11%
46Reaves Utility Income7561581017,750$254,2780.11%
47Vanguard REIT ETF9229085532,452$238,8740.10%
48Marathon Petroleum CorpMARA1,421$231,4950.10%
49International Business Machines CorpINTR980$216,6580.09%
50Public Service Enterprise Group Inc7445731062,044$182,3450.08%
51VanEck Morningstar Wide Moat ETF92189F6431,875$181,7810.08%
52Hershey CoHSY934$179,1910.08%
53Amazon.com IncAMZN940$175,1500.08%
54Vanguard Intl Hi Div Yld Idx ETF9219467942,369$173,9320.07%
55Badger Meter IncBMI780$170,3600.07%
56Vanguard Growth ETF922908736429$164,7060.07%
57Quadratic Intrst Rt Vol & Infl H ETF5007677368,450$162,6630.07%
58Vanguard Total Stock Market ETF922908769542$153,4730.07%
59iShares MSCI KLD 400 Social ETF4642885701,388$151,0010.07%
60iShares Core MSCI Pacific ETF46434V6962,175$144,8330.06%
61Coca-Cola CoKO2,013$144,6540.06%
62SPDR S&P Oil & Gas Exploration & Production ETF78468R5561,077$141,6470.06%
63iShares 0-5 Year High Yield Corp Bd ETF46434V4073,198$138,8350.06%
64iShares S&P 500 Growth4642873091,448$138,6460.06%
65iShares ESG MSCI USA ETF46435G4251,075$135,6440.06%
66Visa IncV466$128,1330.06%
67SPDR Wells Fargo Preferred Stock ETF78464A2923,538$126,1650.05%
68Schwab US Large-Cap ETF8085242011,796$121,8590.05%
69iShares Core S&P Small-Cap4642878041,036$121,1710.05%
70Prudential Financial IncPUKPF976$118,1940.05%
71iShares MSCI Emerging Markets4642872342,561$117,4470.05%
72Vanguard Intl Div Apprec ETF9219468101,225$108,1430.05%
73Starbucks CorpSBUX1,108$108,0190.05%
74Lockheed Martin CorpLMT182$106,3900.05%
75Broadridge Financial Solutions Inc11133T103491$105,5800.05%
76HOME DEPOT INC.HD259$104,8120.05%
77Johnson and JohnsonJNJ611$98,9420.04%
78WisdomTree US Dividend ex-Financials ETFWT863$96,0520.04%
79LINKBANCORP ORDLNKB14,814$94,9580.04%
80iShares MSCI ACWI ex US ETF4642882401,638$93,7260.04%
81Verizon Communications IncVZ2,051$92,1100.04%
82CHEVRON CORPORATIONCVX618$91,0130.04%
83iShares Select Dividend464287168667$90,0920.04%
84Utilities SPDR ETF81369Y8861,110$89,6660.04%
85Live Nation Entertainment IncLYV816$89,3440.04%
86Sun Life Financial IncSUNFF1,538$89,2200.04%
87Schwab International Equity ETF8085248052,138$87,9150.04%
88iShares Aaa - A Rated Corporate Bond ETF46429B2911,785$87,7330.04%
89SPDR MSCI ACWI ex-US ETF78463X8482,864$87,1800.04%
90iShares 1-3 Year Treasury Bond4642874571,018$84,6050.04%
91Berkshire Hathaway IncBRK-A182$83,7670.04%
92iShares Core S&P Mid-Cap4642875071,331$82,9480.04%
93General Mills Inc3703341041,117$82,4900.04%
94Newmont Mining CorpNEMCL1,490$79,6410.03%
95SPDR Blmbg Barclays 1-3 Mth T-Bill ETF78468R663831$76,2940.03%
96iShares MSCI Mexico ETF4642868221,399$75,1400.03%
97Sprott Physical Gold and Silver TrustSII3,000$73,4700.03%
98iShares International Select Dividend4642884482,410$72,8540.03%
99Wal-Mart Stores IncWMT897$72,4130.03%
100Vanguard Value ETF922908744412$71,9230.03%
101MERCK & CO. INC.MRK633$71,8830.03%
102Costco Wholesale Corp22160K10581$71,8080.03%
103Garmin LtdGRMN400$70,4120.03%
104GENERAL ELECTRIC COMPANY369604301371$69,9630.03%
105Taiwan Semiconductor Manufacturing Co Ltd874039100400$69,4680.03%
106Rockwell Automation IncROK248$66,5780.03%
107Freeport-McMoran Copper & GoldFCX1,330$66,3940.03%
108AMGEN INC.AMGN204$65,7310.03%
109ProShares Short S&P50074347B4256,005$65,1540.03%
110UnitedHealth Group IncUNH108$62,9000.03%
111iShares S&P 100 Index Fund CBOE464287101224$61,9940.03%
112Dimensional US High Profitability ETF25434V8311,781$60,6790.03%
113Ishares Silver TrustSLV2,116$60,1160.03%
114Air Products & Chemicals IncAIIR200$59,5480.03%
115Schwab US Mid-Cap ETF808524508708$58,8280.03%
116DNP Select Income Common23325P1045,794$58,1720.03%
117PNC Financial Services Group Inc693475105308$56,9340.02%
118Vanguard Emerging Markets Stock Idx ETF9220428581,188$56,8460.02%
119DISNEY WALT COMPANY254687106576$55,4050.02%
120TESLA MTRS INCTSLA206$53,8960.02%
121Prologis IncPLDGP423$53,4160.02%
122iShares Russell Mid-Cap464287499600$52,8840.02%
123Vanguard Large-Cap ETF922908637200$52,6580.02%
124American Electric Power Co Inc025537101511$52,4290.02%
125iShares Core S&P 50046428720090$51,9140.02%
126JPMORGN HEDGD EQTY LAD OVRLY ETF46654Q724826$50,5020.02%
127Elevance Health IncELV97$50,4400.02%
128Alphabet Inc CGOOG300$50,1570.02%
129iShares Core US REIT ETF464288521798$49,1330.02%
130Invesco S&P 500 Revenue ETFIVZ500$49,0350.02%
131SPDR S&P 500 Growth78464A409581$48,1880.02%
132Ameriprise Financial Inc03076C106100$46,9810.02%
133Vale SAVALE3,995$46,6620.02%
134McDonald s CorpMCD150$45,6770.02%
135Vanguard FTSE All-Wld ex-US ETF922042775712$44,8560.02%
136Duke Energy CorporationDUKB382$44,0450.02%
137PepsiCo IncPEP258$43,8730.02%
138Xcel Energy IncXELLL658$42,9670.02%
139MasterCard IncMA87$42,9610.02%
140INTEL CORPINTC1,792$42,0350.02%
141Northrop Grumman CorpNOC78$41,1890.02%
142Stryker CorporationSYK110$39,7390.02%
143iShares Core S&P Total US Stock Mkt464287150281$35,2990.02%
144Main Street Capital Corp56035L104700$35,0980.02%
145Oracle CorporationORCL-PD200$34,0800.01%
146Boeing CoBA-PA223$33,9050.01%
147Synopsys IncSNPS65$32,9150.01%
148MetLife IncMET-PF385$31,7550.01%
149JPMorgan Chase & CoVYLD150$31,6290.01%
150Vanguard S&P Mid-Cap 400 ETF921932885288$30,4210.01%
151General Dynamics CorpGD100$30,2200.01%
152Materials Select Sector SPDRA81369Y100310$29,8780.01%
153CATERPILLAR INC.CAT76$29,7250.01%
154iShares ESG Aware MSCI EAFE ETF46435G516350$29,4600.01%
155Raytheon Technologies OrdRTX241$29,2000.01%
156Thermo Fisher Scientific IncTMO44$27,2170.01%
157H&R Block IncBSQKZ406$25,8010.01%
158AT&T IncT-PC1,077$23,6830.01%
159SPDR S&P Aerospace & Defense ETF78464A631150$23,6010.01%
160Ge Vernova Llc ComGEV91$23,2030.01%
161Hilton Worldwide Holdings IncHLT100$23,0500.01%
162ONEOK IncOKE251$22,8740.01%
163Honda Motor Co LtdHNDAF718$22,7820.01%
164Waste Management Inc94106L109102$21,1750.01%
165VanEck Vectors Fallen Angel HiYld Bd ETF92189F437716$21,0580.01%
166Cohen & Steers Infrastructure Common19248A109808$21,0320.01%
167Valero Energy CorpVLO155$20,9300.01%
168Bank of America Corporation060505104505$20,0380.01%
169SPDR S&P 600 Small Cap Growth ETF78464A201214$19,9260.01%
170TRI-CONTINENTAL CORPORATION895436103600$19,8240.01%
171SPDR S&P Dividend ETF78464A763136$19,3170.01%
172Tradeweb Markets Inc892672106152$18,7980.01%
173PowerShares FTSE RAFI US 1000 ETFIVZ450$18,2840.01%
174Guggenheim S&P 500 Pure Growth ETFIVZ465$18,2610.01%
175Vanguard Short-Term Infl-Prot Secs ETF922020805369$18,1950.01%
176Procter & Gamble Co742718109105$18,1860.01%
177First Trust Health Care AlphaDEX33734X143161$18,0100.01%
178Ishares Russell MidCap Growth ETF464287481150$17,5940.01%
179Enterprise Products Partners LP293792107600$17,4660.01%
180Ford Motor Company3453708601,645$17,3710.01%
181Quanta Services Inc74762E10258$17,2930.01%
182Dollar General Corp256677105200$16,9140.01%
183BANTA CP11271J107312$16,5830.01%
184CVS CAREMARK CORPORATIONCVS261$16,4210.01%
185Paramount Global Class B92556H2061,524$16,1850.01%
186iShares US Real Estate464287739158$16,0950.01%
187ABBOTT LABORATORIESABLZF138$15,7330.01%
188BP PLCBPPFF500$15,6950.01%
189SPDR S&P Global Natural Resources ETF78463X541270$15,5710.01%
190iShares MSCI EmrgMkts MinVolatility464286533245$15,3620.01%
191Nuveen Quality Muni Income FundNU1,233$15,2650.01%
192SPDR Dow Jones Industrial Average78467X10936$15,2320.01%
193Market Vectors Agribusiness ETF92189F700200$15,1020.01%
194Pure Storage Inc74624M102300$15,0720.01%
195First Solar IncFSLR60$14,9660.01%
196iShares Core US Aggregate Bond464287226142$14,3800.01%
197Agnico Eagle Mines LtdAEM172$13,8560.01%
198Abbvie IncABBV70$13,8240.01%
199CSX CorpCSX396$13,6740.01%
200Qualcomm IncQCOM80$13,6040.01%
201Industrial Select Sector SPDRA81369Y704100$13,5440.01%
202Churchill Downs IncCHDN100$13,5210.01%
203Dell IncDELL114$13,5140.01%
204GE HealthCare Technologies Inc Common StockGEHC140$13,1390.01%
205Exelon CorpEXC324$13,1340.01%
206Nokia OyjNOKBF2,946$12,8740.01%
207FirstEnergy CorpFE285$12,6400.01%
208Union Pacific CorpUNP50$12,3240.01%
209Stericycle Inc858912108200$12,2000.01%
210NETFLIX INC.NFLX17$12,0580.01%
211American Tower Corp03027X10050$11,6280.01%
212Health Care Select Sector SPDR81369Y20975$11,5520.00%
213BlackRock MuniYieldBLK1,005$11,4870.00%
214Cisco Systems IncCSCO208$11,0700.00%
215CME Group Inc/ILCME50$11,0330.00%
216Paychex IncPAYX80$10,7350.00%
217WisdomTree Japan Hedged EquityWT100$10,6000.00%
218ConocoPhillipsCOP100$10,5280.00%
219Technology Select Sector SPDRA81369Y80346$10,3850.00%
220Colgate-Palmolive CoCL100$10,3810.00%
221Occidental Petroleum Corp674599105200$10,3080.00%
222iShares Morningstar Small-Cap Growth ETF464288604210$10,2820.00%
223SPDR S&P Emerging Asia Pacific ETF78463X30183$10,2190.00%
224Devon Energy Corp25179M103258$10,0930.00%
225Pan American Silver Corp697900108479$9,9970.00%
226Sabine Royalty Trust785688102160$9,8830.00%
227Comcast CorpCCZ234$9,7740.00%
228lowes companies incorporated54866110735$9,5300.00%
229MODERNA INCMRNA130$8,6880.00%
230Avago Technologies LtdAVGO50$8,6250.00%
231Kimberly-Clark CorpKMB60$8,5370.00%
232Enphase Energy IncENPH75$8,4770.00%
233Booz Allen Hamilton Holding CorpBAH51$8,3010.00%
234Financial Select Sector SPDR81369Y605180$8,1580.00%
235ASTRAZENECA PLC -SPONS ADRAZN100$7,7910.00%
236Cardinal Health IncCAH70$7,7360.00%
237Align Technology IncALGN30$7,6300.00%
238Pentair PlcPNR77$7,5300.00%
239SPDR Gold SharesGLD30$7,2920.00%
240Becton Dickinson & CoBDX30$7,2330.00%
241iShares S&P Small-Cap 600 Growth46428788750$6,9750.00%
242VanEck CLO ETF92189H748131$6,9480.00%
243Enbridge Inc ComENNPF164$6,6600.00%
244iShares MSCI EAFE46428746577$6,4400.00%
245Schwab US Dividend Equity ETF80852479775$6,3400.00%
246Ares Capital CorporationARCC300$6,2820.00%
247Range Resources CorpRRC204$6,2750.00%
248Guggenheim S&P 500A Equal WeightIVZ35$6,2710.00%
249iShares Core MSCI Total Intl Stk46432F83485$6,1740.00%
250Nutanix IncNTNX100$5,9250.00%
251Molson Coors Brewing Co BTAP-A100$5,7520.00%
252iShares Russell 200046428765525$5,5220.00%
253UNDER ARMOUR INC-CLASS CUA639$5,3420.00%
254iShares iBonds Dec 2025 Term Tr ETF46436E866227$5,3160.00%
255Pfizer IncPFE175$5,0650.00%
256UNDER ARMOUR INC.UA566$5,0430.00%
257SALESFORCE COM COMPANYCRM18$4,9270.00%
258Marriott International Inc57190320218$4,4750.00%
259Goldman Sachs ActiveBeta US LgCp Eq ETFNVGLF39$4,4050.00%
260Alibaba Group Holding Ltd AdrBBAAY40$4,2450.00%
261Consumer Discret Select Sector SPDRA81369Y40720$4,0070.00%
262Norwegian Cruise Line Holdings LtdNCLH193$3,9580.00%
263Brookfield Asset Management INC REGISTERED SHS -A-11300410578$3,6890.00%
264iShares S&P MidCap 400 Growth46428760640$3,6770.00%
265Starwood Property Trust Inc.STHO180$3,6680.00%
266Ishares Nasdaq Biotechnology46428755625$3,6400.00%
267Southwest Airlines Co844741108120$3,5560.00%
268United Parcel Service Inc (UPS)UPS25$3,4090.00%
269TARGET CORPORATIONTGT20$3,1170.00%
270iShares MSCI EAFE Growth ETF46428888527$2,9070.00%
271ACADIA Pharmaceuticals IncACAD180$2,7680.00%
272Vanguard Index Funds Vanguard Mid-Cap Etf92290862910$2,6380.00%
273iShares iBonds Dec 2028 Term Tr ETF46436E833102$2,2960.00%
274iShares iBonds Dec 2027 Term Tr ETF46436E841101$2,2860.00%
275iShares iBonds Dec 2026 Term Tr ETF46436E85899$2,2830.00%
276Vanguard FTSE Developed Markets ETF92194385843$2,2710.00%
277iShares iBonds Dec 2024 Term Tr ETF46436E87494$2,2560.00%
278iShares Russell 1000 Growth4642876146$2,2520.00%
279RUMBLE CL A ORDRUMBW400$2,1440.00%
280Royal Caribbean Cruises LtdV7780T10310$1,7740.00%
281Enovix CorpENVX180$1,6810.00%
282Wheeler Real Estate Investment Trust Inc963025309700$1,6750.00%
283Global X Robotics & Artfcl Intllgnc ETF37954Y71550$1,6080.00%
284Snap Inc Cl ASNAP150$1,6050.00%
285Wyndham Hotels & Resorts IncWH20$1,5630.00%
286TE Connectivity LtdTEL10$1,5100.00%
287RIVIAN AUTOMOTIVE INC CLASS ARIVN127$1,4250.00%
288Lululemon Athletica Inc Com Usd0.005LULU5$1,3570.00%
289Beyond Meat IncBYND200$1,3560.00%
290Truist Finl Corp Com89832Q10930$1,2830.00%
291Teva Pharmaceutical Industries Ltd88162420968$1,2240.00%
292Brighthouse Finl Inc Com10922N10324$1,0810.00%
293Vanguard S&P 500 ETF9229083632$1,0550.00%
294Vanguard S&P 500 Growth ETF9219325053$1,0360.00%
295Medtronic IncMDT9$8100.00%
296Dow Chemical CoDOW14$7650.00%
297Johnson Controls IncG515021059$6980.00%
298Medifast IncMED30$5740.00%
299Westinghouse Air Brake Technologies Corp9297401083$5450.00%
300Bristol-Myers Squibb CompanyCELG-RI10$5170.00%
301PowerShares Water ResourcesIVZ7$4940.00%
302iShares Future AI & Tech ETF46435U55611$3770.00%
303Schwab Fundamental US Broad Market ETF8085247895$3520.00%
304Emergent BioSolutions IncEBS40$3340.00%
305Jazz Pharmaceuticals PLCJAZZ3$3340.00%
306WisdomTree Europe SmallCap Dividend ETFWT5$3180.00%
307Organon &Co Common StockOGN15$2870.00%
308Spectrum Brands Holdings Inc ComSPB3$2850.00%
309VISHAY INTERTECHNOLOGY INCVSH15$2840.00%
310Invesco Cleantech ETFIVZ5$2260.00%
311Viatris IncVTRS15$1740.00%
312Prothena Corp PLCPRTA10$1670.00%
313DARDEN RESTAURANTS INC.DRI1$1640.00%
314Kohl s CorpKSS7$1480.00%
315Nvent Electric Plc ShsNVT2$1410.00%
316Aqua Metals IncAQMS455$850.00%
317Advanced Battery Technologies Inc00752H10230$00.00%
318New Age Beverages Corp650194103100$00.00%