Wealth Advisors of Iowa
Latest statistics and disclosures from Wealth Advisors of Iowa's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USMV, SPLG, RSP, SPYV, SPDW, and represent 61.60% of Wealth Advisors of Iowa's stock portfolio.
- Added to shares of these 10 stocks: JEPI, JEPQ, AGG, LNT, RSP, SPYG, AXP, IBM, AMD, AMAT.
- Started 6 new stock positions in IBM, AMAT, AGG, AXP, AMD, LNT.
- Reduced shares in these 10 stocks: SPLG (-$8.3M), USMV, SPDW, VEA, SPYV, JPST, MUB, HD, V, .
- Sold out of its positions in XOM, HD, JPST, REK, VEA, VZ.
- Wealth Advisors of Iowa was a net seller of stock by $-6.0M.
- Wealth Advisors of Iowa has $149M in assets under management (AUM), dropping by 4.78%.
- Central Index Key (CIK): 0001803005
Tip: Access up to 7 years of quarterly data
Positions held by Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 59 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 16.7 | $25M | -2% | 318k | 78.03 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 15.7 | $23M | -26% | 418k | 55.90 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 11.8 | $18M | +3% | 111k | 157.80 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 9.9 | $15M | -3% | 317k | 46.63 |
|
| Spdr Index Shs Fds Portfolio Develpd (SPDW) | 7.6 | $11M | -6% | 331k | 34.01 |
|
| Select Sector Spdr Tr Energy (XLE) | 5.8 | $8.6M | 103k | 83.84 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.6 | $6.9M | 14k | 477.62 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 4.0 | $5.9M | +80% | 107k | 54.98 |
|
| Apple (AAPL) | 2.4 | $3.6M | 19k | 192.52 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 1.5 | $2.3M | +110% | 46k | 49.93 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.5 | $2.3M | +17% | 35k | 65.06 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.5 | $2.2M | 27k | 84.33 |
|
|
| Microsoft Corporation (MSFT) | 1.3 | $1.9M | -3% | 5.0k | 376.03 |
|
| Berkshire Hathaway (BRK.A) | 1.1 | $1.6M | 3.00 | 542625.00 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.4M | -4% | 2.1k | 660.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.3M | -2% | 3.7k | 356.66 |
|
| salesforce (CRM) | 0.9 | $1.3M | 4.8k | 263.14 |
|
|
| Amazon (AMZN) | 0.9 | $1.3M | 8.4k | 151.94 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $1.0M | 25k | 42.18 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $981k | +2% | 7.0k | 140.93 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $946k | NEW | 9.5k | 99.25 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $877k | -30% | 8.1k | 108.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $829k | 1.4k | 596.60 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $783k | 2.5k | 310.93 |
|
|
| Alliant Energy Corporation (LNT) | 0.4 | $625k | NEW | 12k | 51.30 |
|
| Casey's General Stores (CASY) | 0.4 | $559k | 2.0k | 274.68 |
|
|
| Deere & Company (DE) | 0.4 | $542k | 1.4k | 399.87 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $524k | +2% | 898.00 | 583.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $497k | +16% | 3.6k | 139.69 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $484k | +5% | 2.8k | 170.11 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $447k | 13k | 35.41 |
|
|
| Visa Com Cl A (V) | 0.3 | $413k | -42% | 1.6k | 260.26 |
|
| Walt Disney Company (DIS) | 0.3 | $405k | -7% | 4.5k | 90.29 |
|
| McDonald's Corporation (MCD) | 0.3 | $394k | 1.3k | 296.53 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $374k | -3% | 2.4k | 156.71 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $359k | -14% | 1.6k | 225.47 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $351k | 6.8k | 51.31 |
|
|
| NVIDIA Corporation (NVDA) | 0.2 | $342k | 690.00 | 495.47 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $339k | -6% | 3.5k | 96.00 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $329k | -5% | 4.6k | 70.72 |
|
| Nike CL B (NKE) | 0.2 | $328k | 3.0k | 108.57 |
|
|
| Pepsi (PEP) | 0.2 | $322k | 1.9k | 169.84 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $313k | +10% | 2.1k | 146.57 |
|
| Chevron Corporation (CVX) | 0.2 | $296k | +5% | 2.0k | 149.13 |
|
| Meta Platforms Cl A (META) | 0.2 | $273k | -22% | 770.00 | 353.96 |
|
| American Express Company (AXP) | 0.2 | $272k | NEW | 1.5k | 187.34 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $271k | -8% | 1.1k | 241.75 |
|
| Enterprise Products Partners (EPD) | 0.2 | $271k | 10k | 26.35 |
|
|
| Merck & Co (MRK) | 0.2 | $256k | 2.3k | 109.00 |
|
|
| Ishares Tr Mscieafe Min Vl (EFAV) | 0.2 | $246k | -27% | 3.6k | 69.34 |
|
| International Business Machines (IBM) | 0.2 | $235k | NEW | 1.4k | 163.55 |
|
| Advanced Micro Devices (AMD) | 0.2 | $230k | NEW | 1.6k | 147.41 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $224k | 855.00 | 262.18 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $223k | 6.0k | 37.22 |
|
|
| Applied Materials (AMAT) | 0.1 | $202k | NEW | 1.2k | 162.07 |
|
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $98k | 14k | 7.01 |
|
|
| Lumos Pharma (LUMO) | 0.0 | $37k | 12k | 3.18 |
|
|
| Purple Biotech (PPBT) | 0.0 | $11k | +7% | 14k | 0.78 |
|
| IsoRay (CATX) | 0.0 | $8.0k | 20k | 0.40 |
|
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 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
- Wealth Advisors of Iowa 2020 Q4 filed Feb. 12, 2021
- Wealth Advisors of Iowa 2020 Q3 filed Oct. 28, 2020