Wealth Advisors of Iowa as of Dec. 31, 2021
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 28.4 | $52M | 109k | 476.99 | |
Ishares Tr Msci Min Vol Etf (USMV) | 21.1 | $39M | 477k | 80.90 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 9.0 | $16M | 270k | 60.83 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 7.0 | $13M | 250k | 51.06 | |
Sihares Tr Core S&p Us Gwt (IUSG) | 5.5 | $10M | 88k | 115.63 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $7.7M | 32k | 241.44 | |
Invesco Exchange Traded Fd T S&p 500 Eql Wgt (RSP) | 3.4 | $6.3M | 39k | 162.74 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 2.8 | $5.1M | 67k | 76.34 | |
Apple (AAPL) | 1.4 | $2.6M | 15k | 177.56 | |
Ishares Core S&p Mcp Etf (IJH) | 1.3 | $2.4M | 8.5k | 283.15 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $2.3M | 20k | 114.51 | |
Select Sector Spdr Tr Energy (XLE) | 1.2 | $2.1M | 38k | 55.50 | |
Ishares Tr National Mun Etf (MUB) | 1.1 | $1.9M | 17k | 116.30 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $1.4M | 3.00 | 450666.67 | |
Microsoft Corporation (MSFT) | 0.7 | $1.2M | 3.6k | 336.43 | |
Amazon (AMZN) | 0.6 | $1.1M | 317.00 | 3334.38 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $940k | 325.00 | 2892.31 | |
Costco Wholesale Corporation (COST) | 0.5 | $883k | 1.6k | 567.48 | |
DNP Select Income Fund (DNP) | 0.5 | $851k | 78k | 10.88 | |
Disney Walt Com Disney (DIS) | 0.4 | $723k | 4.7k | 154.95 | |
Home Depot (HD) | 0.4 | $666k | 1.6k | 414.69 | |
Enterprise Products Partners (EPD) | 0.4 | $657k | 30k | 21.96 | |
Verizon Communications (VZ) | 0.4 | $653k | 13k | 51.95 | |
Spdr Ser Tr Portfolio S&p 500 (SPLG) | 0.4 | $646k | 12k | 55.86 | |
Altria (MO) | 0.4 | $645k | 14k | 47.36 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $596k | 2.0k | 298.90 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $594k | 1.0k | 566.79 | |
Pfizer (PFE) | 0.3 | $585k | 9.9k | 59.09 | |
B&G Foods (BGS) | 0.3 | $564k | 18k | 30.72 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $558k | 1.7k | 321.06 | |
British Amern Tob Sponsored Adr (BTI) | 0.3 | $555k | 15k | 37.39 | |
Visa Com Cl A (V) | 0.3 | $543k | 2.5k | 216.59 | |
Abbvie (ABBV) | 0.3 | $493k | 3.6k | 135.33 | |
New York Community Ban (NYCB) | 0.3 | $489k | 40k | 12.22 | |
Merck & Co (MRK) | 0.2 | $440k | 5.7k | 76.67 | |
Meta Platforms Cl A (META) | 0.2 | $424k | 1.3k | 335.97 | |
Enbridge (ENB) | 0.2 | $394k | 10k | 39.09 | |
International Business Machines (IBM) | 0.2 | $386k | 2.9k | 133.47 | |
Kroger (KR) | 0.2 | $362k | 8.0k | 45.25 | |
Spdr Gold Tr Gold Shs (GLD) | 0.2 | $342k | 2.0k | 171.00 | |
Marriott International (MAR) | 0.2 | $340k | 2.1k | 165.21 | |
Dow (DOW) | 0.2 | $337k | 5.9k | 56.68 | |
Wal-Mart Stores (WMT) | 0.2 | $326k | 2.3k | 144.89 | |
Kinder Morgan Del (KMI) | 0.2 | $325k | 21k | 15.87 | |
Starbucks Corporation (SBUX) | 0.2 | $316k | 2.7k | 116.99 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $301k | 104.00 | 2894.23 | |
Johnson & Johnson (JNJ) | 0.2 | $292k | 1.7k | 171.26 | |
General Motors Company (GM) | 0.2 | $285k | 4.9k | 58.58 | |
Morgan Stanley Com New (MS) | 0.1 | $270k | 2.8k | 98.18 | |
Constellation Brands Cl A (STZ) | 0.1 | $259k | 1.0k | 251.21 | |
Nike (NKE) | 0.1 | $237k | 1.4k | 166.67 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $229k | 576.00 | 397.57 | |
Procter & Gamble Company (PG) | 0.1 | $228k | 1.4k | 163.91 | |
Pepsi (PEP) | 0.1 | $224k | 1.3k | 173.78 | |
BP Sponsored Adr (BP) | 0.1 | $223k | 8.4k | 26.58 | |
Bristol Myers Squibb (BMY) | 0.1 | $221k | 3.5k | 62.32 | |
Union Pacific Corporation (UNP) | 0.1 | $202k | 800.00 | 252.50 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $201k | 2.0k | 101.72 | |
Lumos Pharma (LUMO) | 0.0 | $81k | 12k | 6.92 |