Wealth Advisors of Iowa as of Sept. 30, 2022
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 55 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 36.8 | $39M | 596k | 66.10 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 12.3 | $13M | 314k | 41.99 | |
| Ishares Tr Core S&p500 Etf (IVV) | 9.4 | $10M | 28k | 358.67 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.7 | $8.2M | 239k | 34.49 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.3 | $6.7M | 185k | 36.36 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 3.6 | $3.8M | 61k | 62.61 | |
| Apple (AAPL) | 2.4 | $2.6M | 19k | 138.20 | |
| Select Sector Spdr Tr Energy (XLE) | 1.7 | $1.8M | 25k | 72.02 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $1.2M | 3.00 | 406333.33 | |
| Microsoft Corporation (MSFT) | 1.0 | $1.1M | 4.7k | 232.85 | |
| Costco Wholesale Corporation (COST) | 1.0 | $1.0M | 2.2k | 472.16 | |
| Amazon (AMZN) | 0.9 | $980k | 8.7k | 113.01 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $977k | 20k | 50.12 | |
| Ishares Tr National Mun Etf (MUB) | 0.9 | $960k | 9.4k | 102.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $946k | 3.5k | 266.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $797k | 8.3k | 96.15 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.7 | $792k | 27k | 28.91 | |
| Verizon Communications (VZ) | 0.7 | $775k | 20k | 38.00 | |
| Altria (MO) | 0.6 | $688k | 17k | 40.42 | |
| Visa Com Cl A (V) | 0.5 | $537k | 3.0k | 177.64 | |
| International Business Machines (IBM) | 0.5 | $525k | 4.4k | 118.67 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $519k | 2.4k | 213.93 | |
| Bristol Myers Squibb (BMY) | 0.4 | $475k | 6.7k | 71.18 | |
| At&t (T) | 0.4 | $470k | 31k | 15.35 | |
| Walt Disney Company (DIS) | 0.4 | $446k | 4.7k | 94.31 | |
| Johnson & Johnson (JNJ) | 0.4 | $420k | 2.6k | 163.17 | |
| Casey's General Stores (CASY) | 0.4 | $420k | 2.1k | 202.60 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $382k | 1.4k | 274.82 | |
| Home Depot (HD) | 0.3 | $339k | 1.2k | 276.06 | |
| Meta Platforms Cl A (META) | 0.3 | $333k | 2.5k | 135.81 | |
| Lumen Technologies (LUMN) | 0.3 | $332k | 46k | 7.27 | |
| Pepsi (PEP) | 0.3 | $323k | 2.0k | 163.21 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $322k | 3.1k | 104.44 | |
| Starbucks Corporation (SBUX) | 0.3 | $319k | 3.8k | 84.39 | |
| Deere & Company (DE) | 0.3 | $316k | 946.00 | 334.04 | |
| W.R. Berkley Corporation (WRB) | 0.3 | $316k | 4.9k | 64.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $302k | 3.2k | 95.69 | |
| Enterprise Products Oil & Gas, Real Estate and REIT (EPD) | 0.3 | $292k | 12k | 23.82 | |
| Eli Lilly & Co. (LLY) | 0.3 | $283k | 875.00 | 323.43 | |
| Constellation Brands Cl A (STZ) | 0.3 | $283k | 1.2k | 229.89 | |
| Marriott Intl Cl A (MAR) | 0.3 | $281k | 2.0k | 139.94 | |
| Chevron Corporation (CVX) | 0.3 | $275k | 1.9k | 144.05 | |
| Pfizer (PFE) | 0.2 | $255k | 5.8k | 43.78 | |
| Nike CL B (NKE) | 0.2 | $253k | 3.0k | 83.33 | |
| Procter & Gamble Company (PG) | 0.2 | $233k | 1.8k | 126.15 | |
| SPDR Gold Trust (GLD) | 0.2 | $232k | 1.5k | 154.67 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $227k | 2.6k | 87.17 | |
| General Motors Company (GM) | 0.2 | $219k | 6.8k | 32.05 | |
| Target Corporation (TGT) | 0.2 | $208k | 1.4k | 148.57 | |
| Merck & Co (MRK) | 0.2 | $202k | 2.3k | 86.07 | |
| McDonald's Corporation (MCD) | 0.2 | $200k | 868.00 | 230.41 | |
| DNP Select Income Fund (DNP) | 0.1 | $136k | 13k | 10.33 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $114k | 13k | 8.89 | |
| Lumos Pharma | 0.1 | $104k | 12k | 8.89 | |
| Purple Biotech | 0.0 | $23k | 11k | 2.03 |
