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 57.23% of Wealth Advisors of Iowa's stock portfolio.
- Added to shares of these 10 stocks: XLU (+$13M), JEPI (+$5.6M), JEPQ, USMV, PULS, USMC, BOND, NVDA, RSP, SPDW.
- Started 9 new stock positions in ITW, PULS, BOND, XLU, KO, USMC, CGMS, WMT, AVGO.
- Reduced shares in these 10 stocks: XLE (-$7.8M), SPLG, JPST, ADBE, MCD, CVX, AAPL, GOOGL, BRK.B, MSFT.
- Sold out of its positions in IsoRay, JPST, PPBT.
- Wealth Advisors of Iowa was a net buyer of stock by $22M.
- Wealth Advisors of Iowa has $196M in assets under management (AUM), dropping by 19.49%.
- Central Index Key (CIK): 0001803005
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Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 69 positions in its portfolio as reported in the September 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 | $39M | +2% | 218k | 179.16 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 11.5 | $23M | -4% | 334k | 67.51 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 10.1 | $20M | +18% | 218k | 91.31 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 8.7 | $17M | +2% | 322k | 52.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.0 | $14M | +67% | 233k | 59.51 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 6.5 | $13M | +3% | 339k | 37.56 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 6.4 | $13M | NEW | 155k | 80.78 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $7.0M | 12k | 576.82 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 3.3 | $6.4M | +129% | 116k | 54.93 |
|
| Apple (AAPL) | 2.1 | $4.2M | 18k | 233.00 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.5 | $3.0M | +4% | 37k | 82.94 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.2 | $2.4M | 26k | 95.49 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $2.1M | -2% | 4.8k | 430.26 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $2.1M | 3.00 | 691180.00 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.8M | -3% | 2.0k | 886.48 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.8M | -81% | 20k | 87.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.7M | -3% | 3.7k | 460.26 |
|
| Amazon (AMZN) | 0.7 | $1.5M | 7.9k | 186.33 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.6 | $1.3M | NEW | 25k | 49.78 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.6 | $1.3M | NEW | 22k | 56.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.2M | 7.2k | 167.19 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $1.1M | 25k | 45.51 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $983k | +1073% | 8.1k | 121.44 |
|
| Ishares Tr National Mun Etf (MUB) | 0.5 | $982k | +11% | 9.0k | 108.63 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $965k | +55% | 23k | 41.28 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $931k | NEW | 9.8k | 94.61 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $929k | -3% | 2.4k | 383.89 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $897k | +12% | 1.0k | 886.09 |
|
| salesforce (CRM) | 0.4 | $829k | 3.0k | 273.71 |
|
|
| Casey's General Stores (CASY) | 0.4 | $765k | 2.0k | 375.66 |
|
|
| Visa Com Cl A (V) | 0.4 | $713k | 2.6k | 275.01 |
|
|
| Alliant Energy Corporation (LNT) | 0.3 | $639k | -6% | 11k | 60.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $605k | -2% | 2.9k | 210.85 |
|
| Deere & Company (DE) | 0.3 | $593k | +4% | 1.4k | 417.33 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $564k | -21% | 1.1k | 517.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $518k | -12% | 3.1k | 165.86 |
|
| Meta Platforms Cl A (META) | 0.3 | $510k | 890.00 | 572.75 |
|
|
| Walt Disney Company (DIS) | 0.2 | $427k | 4.4k | 96.19 |
|
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| W.R. Berkley Corporation (WRB) | 0.2 | $396k | +50% | 7.0k | 56.73 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $390k | 1.6k | 248.56 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $370k | 2.1k | 173.22 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $358k | +2% | 3.7k | 97.50 |
|
| Johnson & Johnson (JNJ) | 0.2 | $348k | -10% | 2.1k | 162.06 |
|
| International Business Machines (IBM) | 0.2 | $326k | 1.5k | 221.15 |
|
|
| Enterprise Products Partners (EPD) | 0.2 | $299k | 10k | 29.11 |
|
|
| Pepsi (PEP) | 0.2 | $299k | 1.8k | 170.00 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $289k | 1.1k | 257.69 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $280k | NEW | 10k | 27.84 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $272k | 3.6k | 76.70 |
|
|
| Merck & Co (MRK) | 0.1 | $271k | 2.4k | 113.57 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $269k | 855.00 | 314.30 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $266k | -18% | 5.1k | 51.74 |
|
| Nike CL B (NKE) | 0.1 | $261k | -2% | 3.0k | 88.40 |
|
| Advanced Micro Devices (AMD) | 0.1 | $259k | 1.6k | 164.08 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $255k | +2% | 2.2k | 117.21 |
|
| Applied Materials (AMAT) | 0.1 | $252k | 1.2k | 202.05 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $251k | -36% | 823.00 | 304.55 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $250k | 1.0k | 243.06 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $250k | 6.0k | 41.69 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $232k | 4.9k | 47.85 |
|
|
| Kroger (KR) | 0.1 | $229k | 4.0k | 57.30 |
|
|
| Verizon Communications (VZ) | 0.1 | $221k | -4% | 4.9k | 44.91 |
|
| Coca-Cola Company (KO) | 0.1 | $221k | NEW | 3.1k | 71.87 |
|
| Illinois Tool Works (ITW) | 0.1 | $220k | NEW | 840.00 | 262.07 |
|
| Wal-Mart Stores (WMT) | 0.1 | $218k | NEW | 2.7k | 80.75 |
|
| Chevron Corporation (CVX) | 0.1 | $215k | -30% | 1.5k | 147.29 |
|
| Broadcom (AVGO) | 0.1 | $200k | NEW | 1.2k | 172.50 |
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $101k | 14k | 7.17 |
|
|
| Lumos Pharma (LUMO) | 0.0 | $45k | 12k | 3.87 |
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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 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
- Wealth Advisors of Iowa 2021 Q1 filed April 29, 2021