Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Dec. 31, 2022

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 65 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 38.4 $47M 652k 72.10
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.6 $13M 289k 44.98
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.3 $13M 323k 38.89
Spdr Index Shs Fds Portfolio Develpd (SPDW) 6.5 $7.9M 268k 29.69
Ishares Tr Core S&p500 Etf (IVV) 5.1 $6.3M 16k 384.21
Apple (AAPL) 2.0 $2.4M 19k 129.93
Select Sector Spdr Tr Energy (XLE) 1.8 $2.2M 25k 87.47
Invcesco Exchange Traded Fdt S&p500 Eql Wgt (RSP) 1.8 $2.1M 15k 141.25
Ishares Tr Core S&p Us Vlu (IUSV) 1.7 $2.1M 29k 70.63
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.3 $1.6M 32k 50.67
Berkshire Hathaway (BRK.A) 1.1 $1.4M 3.00 468711.00
Microsoft Corporation (MSFT) 1.1 $1.3M 5.4k 239.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.1M 3.5k 308.90
Ishares Tr National Mun Etf (MUB) 0.8 $1.0M 9.8k 105.52
Costco Wholesale Corporation (COST) 0.8 $1.0M 2.2k 456.44
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $817k 22k 36.97
Verizon Communications (VZ) 0.6 $762k 19k 39.40
Alphabet Cap Stk Cl C (GOOG) 0.6 $744k 8.4k 88.73
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $743k 7.7k 96.99
Amazon (AMZN) 0.6 $717k 8.5k 84.00
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.5 $654k 21k 31.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $639k 15k 41.97
Deere & Company (DE) 0.5 $632k 1.5k 428.76
Visa Com Cl A (V) 0.5 $597k 2.9k 207.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $576k 12k 49.49
At&t (T) 0.4 $539k 29k 18.41
Bristol Myers Squibb (BMY) 0.4 $525k 7.3k 71.95
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.4 $483k 17k 28.89
Vanguard Index Fds Growth Etf (VUG) 0.4 $480k 2.3k 213.15
Adobe Systems Incorporated (ADBE) 0.4 $468k 1.4k 336.53
Casey's General Stores (CASY) 0.4 $461k 2.1k 224.39
Johnson & Johnson (JNJ) 0.4 $455k 2.6k 176.65
Exxon Mobil Corporation (XOM) 0.4 $453k 4.1k 110.29
JPMorgan Chase & Co. (JPM) 0.3 $414k 3.1k 134.09
Walt Disney Company (DIS) 0.3 $409k 4.7k 86.88
Merck & Co (MRK) 0.3 $382k 3.4k 110.94
Starbucks Corporation (SBUX) 0.3 $375k 3.8k 99.21
Pepsi (PEP) 0.3 $358k 2.0k 180.66
W.R. Berkley Corporation (WRB) 0.3 $355k 4.9k 72.57
Nike CL B (NKE) 0.3 $355k 3.0k 117.03
McDonald's Corporation (MCD) 0.3 $325k 1.2k 263.55
International Business Machines (IBM) 0.3 $325k 2.3k 140.88
Chevron Corporation (CVX) 0.3 $324k 1.8k 179.45
Eli Lilly & Co. (LLY) 0.3 $321k 876.00 365.97
Meta Platforms Cl A (META) 0.3 $319k 2.7k 120.34
Pfizer (PFE) 0.3 $314k 6.1k 51.24
Ishares Tr Mscieafe Min Vl (EFAV) 0.3 $312k 4.9k 63.59
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.2 $304k 13k 24.12
Marriott Intl Cl A (MAR) 0.2 $299k 2.0k 148.92
Lowe's Companies (LOW) 0.2 $298k 1.5k 199.24
Procter & Gamble Company (PG) 0.2 $295k 1.9k 151.58
Alphabet Cap Stk Cl A (GOOGL) 0.2 $287k 3.3k 88.23
Constellation Brands Cl A (STZ) 0.2 $285k 1.2k 231.75
SPDR Gold Trust (GLD) 0.2 $255k 1.5k 169.64
Coca-Cola Company (KO) 0.2 $247k 3.9k 63.61
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $214k 6.5k 32.96
Lumen Technologies (LUMN) 0.2 $210k 40k 5.22
NVIDIA Corporation (NVDA) 0.2 $205k 1.4k 146.16
Amgen (AMGN) 0.2 $205k 779.00 262.51
General Motors Company (GM) 0.2 $204k 6.1k 33.64
DNP Select Income Fund (DNP) 0.1 $148k 13k 11.25
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $98k 14k 6.99
Lumos Pharma 0.0 $42k 12k 3.61
Purple Biotech 0.0 $17k 13k 1.38
IsoRay 0.0 $4.9k 20k 0.25