Wealth Advisors of Iowa

Wealth Advisors of Iowa as of March 31, 2022

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 61 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.0 $52M 114k 453.69
Spdr Ser Tr Portfolio S&p 500 (SPLG) 13.4 $27M 505k 53.13
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 9.8 $20M 661k 29.65
Ishares Tr Msci Min Vol Etf (USMV) 8.3 $17M 214k 77.57
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 5.1 $10M 231k 43.95
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.8 $9.6M 145k 66.21
Spdr Ser Tr Prflo S&p500 Vl (SPYV) 4.6 $9.3M 222k 41.75
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.3 $8.6M 180k 48.03
Ishares Tr Core S&p Us Vlu (IUSV) 3.2 $6.3M 83k 75.87
Invesco Exchange Traded Fd T S&p 500 Eql Wgt (RSP) 2.8 $5.5M 35k 157.72
Select Sector Spdr Tr Energy (XLE) 2.0 $4.0M 52k 76.43
Apple (AAPL) 1.4 $2.7M 15k 178.04
Ishares Tr National Mun Etf (MUB) 0.8 $1.7M 15k 109.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.6M 3.00 529000.00
British Amern Tob Sponsored Adr (BTI) 0.7 $1.3M 28k 47.99
Verizon Communications (VZ) 0.6 $1.2M 23k 50.95
Altria (MO) 0.6 $1.1M 21k 52.23
Enterprise Products Partners (EPD) 0.6 $1.1M 43k 25.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.1M 3.1k 352.71
Costco Wholesale Corporation (COST) 0.5 $1.1M 1.9k 575.66
Amazon (AMZN) 0.5 $965k 296.00 3260.14
Microsoft Corporation (MSFT) 0.5 $943k 3.1k 308.37
DNP Select Income Fund (DNP) 0.5 $925k 78k 11.82
Alphabet Cap Stk Cl C (GOOG) 0.5 $908k 325.00 2793.85
Enbridge (ENB) 0.4 $820k 18k 46.08
Abbvie (ABBV) 0.4 $737k 4.5k 162.01
B&G Foods (BGS) 0.4 $708k 26k 26.96
Merck & Co (MRK) 0.3 $684k 8.3k 82.12
Vanguard Index Fds Growth Etf (VUG) 0.3 $668k 2.3k 287.56
New York Community Ban 0.3 $646k 60k 10.72
At&t (T) 0.3 $636k 27k 23.60
Kinder Morgan Del (KMI) 0.3 $609k 32k 18.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $592k 2.6k 227.69
Visa Com Cl A (V) 0.3 $583k 2.6k 221.67
International Business Machines (IBM) 0.3 $573k 4.4k 130.02
Dow (DOW) 0.3 $542k 8.5k 63.74
Adobe Systems Incorporated (ADBE) 0.2 $477k 1.0k 455.15
Meta Platforms Cl A (META) 0.2 $422k 1.9k 222.46
BP Sponsored Adr (BP) 0.2 $407k 14k 29.41
Johnson & Johnson (JNJ) 0.2 $387k 2.2k 177.20
Bristol Myers Squibb (BMY) 0.2 $381k 5.2k 73.06
Marriott International (MAR) 0.2 $362k 2.1k 175.90
Spdr Gold Tr Gold Shs (GLD) 0.2 $361k 2.0k 180.50
Deere & Company (DE) 0.2 $337k 811.00 415.54
Home Depot (HD) 0.2 $309k 1.0k 299.42
JPMorgan Chase & Co. (JPM) 0.1 $295k 2.2k 136.13
Alphabet Cap Stk Cl A (GOOGL) 0.1 $289k 104.00 2778.85
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $267k 13k 20.83
Chevron Corporation (CVX) 0.1 $254k 1.6k 162.51
Exxon Mobil Corporation (XOM) 0.1 $254k 3.1k 82.52
Pepsi (PEP) 0.1 $248k 1.5k 167.34
General Motors Company (GM) 0.1 $247k 5.6k 43.86
Casey's General Stores (CASY) 0.1 $246k 1.2k 198.71
Starbucks Corporation (SBUX) 0.1 $240k 2.6k 90.87
Constellation Brands Cl A (STZ) 0.1 $237k 1.0k 229.87
Union Pacific Corporation (UNP) 0.1 $219k 800.00 273.75
Procter & Gamble Company (PG) 0.1 $213k 1.4k 153.13
Target Corporation (TGT) 0.1 $211k 992.00 212.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $209k 576.00 362.85
Lumos Pharma 0.1 $110k 12k 9.40
Clear Channel Outdoor Holdings (CCO) 0.0 $42k 12k 3.50