Wealth Advisors of Iowa
Latest statistics and disclosures from Wealth Advisors of Iowa's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, SPLG, USMV, SPYV, JEPI, and represent 55.76% of Wealth Advisors of Iowa's stock portfolio.
- Added to shares of these 10 stocks: SPYG, RSP, JEPQ, USMC, BOND, JEPI, PULS, SPDW, SPYV, TSLA.
- Started 4 new stock positions in T, TSLA, VTV, BSCQ.
- Reduced shares in these 10 stocks: USMV, MUB, , BMY, NKE, AMD, VWO, KR, VZ, KO.
- Sold out of its positions in AMD, BMY, KO, EFAV, KR, Lumos Pharma, NKE, VWO, VZ.
- Wealth Advisors of Iowa was a net buyer of stock by $4.4M.
- Wealth Advisors of Iowa has $198M in assets under management (AUM), dropping by 0.95%.
- Central Index Key (CIK): 0001803005
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Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 64 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 19.9 | $40M | +3% | 226k | 175.23 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 11.7 | $23M | 337k | 68.94 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 8.6 | $17M | -12% | 191k | 88.79 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 8.5 | $17M | +2% | 330k | 51.14 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.0 | $14M | +4% | 242k | 57.53 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.0 | $12M | +3% | 351k | 34.13 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 5.9 | $12M | 155k | 75.69 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.9 | $7.7M | +17% | 137k | 56.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $7.2M | 12k | 588.66 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.4 | $4.7M | +46% | 54k | 87.90 |
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| Apple (AAPL) | 2.2 | $4.5M | 18k | 250.41 |
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| Principal Exchange Traded Us Mega Cp Etf (USMC) | 1.3 | $2.5M | +87% | 42k | 60.03 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 1.2 | $2.4M | 26k | 92.59 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $2.0M | 3.00 | 680920.00 |
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| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 4.8k | 421.52 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.9M | 2.1k | 916.24 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.9 | $1.8M | +39% | 36k | 49.55 |
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| Amazon (AMZN) | 0.9 | $1.7M | 7.9k | 219.39 |
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| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.7M | 20k | 85.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.7M | +2% | 3.7k | 453.28 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $1.5M | +66% | 16k | 90.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.3M | 7.1k | 190.43 |
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| NVIDIA Corporation (NVDA) | 0.6 | $1.2M | +9% | 8.9k | 134.30 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $1.1M | +27% | 30k | 38.37 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $1.0M | -5% | 23k | 44.92 |
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| salesforce (CRM) | 0.5 | $1.0M | 3.1k | 334.35 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $993k | 2.4k | 410.42 |
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| Visa Com Cl A (V) | 0.4 | $828k | 2.6k | 315.99 |
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| Casey's General Stores (CASY) | 0.4 | $792k | 2.0k | 396.15 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $743k | +8% | 3.1k | 239.69 |
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| Eli Lilly & Co. (LLY) | 0.4 | $694k | -11% | 899.00 | 772.15 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $632k | +6% | 3.3k | 189.31 |
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| Alliant Energy Corporation (LNT) | 0.3 | $623k | 11k | 59.14 |
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| Deere & Company (DE) | 0.3 | $598k | 1.4k | 423.70 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $570k | -40% | 5.3k | 106.55 |
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| Meta Platforms Cl A (META) | 0.3 | $551k | +5% | 942.00 | 585.28 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $507k | +4% | 1.1k | 444.68 |
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| Marriott Intl Cl A (MAR) | 0.2 | $438k | 1.6k | 278.89 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $403k | 6.9k | 58.52 |
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| Broadcom (AVGO) | 0.2 | $359k | +33% | 1.6k | 231.84 |
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| Procter & Gamble Company (PG) | 0.2 | $359k | 2.1k | 167.67 |
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| Tesla Motors (TSLA) | 0.2 | $344k | NEW | 852.00 | 403.84 |
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| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.2 | $336k | +22% | 12k | 27.28 |
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| Wal-Mart Stores (WMT) | 0.2 | $331k | +35% | 3.7k | 90.35 |
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| Starbucks Corporation (SBUX) | 0.2 | $326k | -2% | 3.6k | 91.24 |
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| Enterprise Products Partners (EPD) | 0.2 | $323k | 10k | 31.36 |
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| Walt Disney Company (DIS) | 0.2 | $310k | -37% | 2.8k | 111.35 |
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| International Business Machines (IBM) | 0.2 | $304k | -6% | 1.4k | 219.87 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $269k | NEW | 1.6k | 169.34 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $268k | -2% | 832.00 | 322.06 |
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| Pepsi (PEP) | 0.1 | $266k | 1.8k | 152.02 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $263k | NEW | 14k | 19.43 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $259k | +3% | 1.1k | 242.13 |
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| Constellation Brands Cl A (STZ) | 0.1 | $248k | 1.1k | 221.00 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $245k | 6.0k | 40.92 |
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| Merck & Co (MRK) | 0.1 | $239k | 2.4k | 99.48 |
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| McDonald's Corporation (MCD) | 0.1 | $235k | 811.00 | 289.93 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $235k | 2.2k | 107.58 |
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| Chevron Corporation (CVX) | 0.1 | $217k | +2% | 1.5k | 144.79 |
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| At&t (T) | 0.1 | $214k | NEW | 9.4k | 22.77 |
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| Illinois Tool Works (ITW) | 0.1 | $213k | 840.00 | 253.56 |
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| Johnson & Johnson (JNJ) | 0.1 | $208k | -33% | 1.4k | 144.61 |
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| Applied Materials (AMAT) | 0.1 | $203k | 1.2k | 162.63 |
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| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.0 | $53k | 14k | 3.81 |
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Past Filings by Wealth Advisors of Iowa
SEC 13F filings are viewable for Wealth Advisors of Iowa going back to 2020
- Wealth Advisors of Iowa 2024 Q4 filed Feb. 11, 2025
- Wealth Advisors of Iowa 2024 Q3 filed Nov. 12, 2024
- Wealth Advisors of Iowa 2024 Q1 filed May 7, 2024
- Wealth Advisors of Iowa 2023 Q4 filed Feb. 8, 2024
- Wealth Advisors of Iowa 2023 Q3 filed Nov. 7, 2023
- Wealth Advisors of Iowa 2023 Q2 filed July 25, 2023
- Wealth Advisors of Iowa 2023 Q1 filed May 9, 2023
- Wealth Advisors of Iowa 2022 Q4 filed Feb. 10, 2023
- Wealth Advisors of Iowa 2022 Q3 filed Nov. 15, 2022
- Wealth Advisors of Iowa 2022 Q2 amended filed July 28, 2022
- Wealth Advisors of Iowa 2022 Q2 amended filed July 28, 2022
- Wealth Advisors of Iowa 2022 Q2 filed July 27, 2022
- Wealth Advisors of Iowa 2022 Q1 filed May 10, 2022
- Wealth Advisors of Iowa 2021 Q4 filed Feb. 14, 2022
- Wealth Advisors of Iowa 2021 Q3 filed Nov. 9, 2021
- Wealth Advisors of Iowa 2021 Q2 filed July 26, 2021