Wealth Advisors of Iowa as of March 31, 2023
Portfolio Holdings for Wealth Advisors of Iowa
Wealth Advisors of Iowa holds 57 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Msci Usa Min Vol (USMV) | 22.3 | $29M | 393k | 72.74 | |
| Spdr Index Shs Fds Portfolio Develpd (SPDW) | 15.4 | $20M | 614k | 32.12 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 13.9 | $18M | 369k | 48.15 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 10.8 | $14M | 341k | 40.72 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $6.1M | 15k | 411.08 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 4.7 | $6.0M | 159k | 37.77 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 4.1 | $5.2M | 119k | 43.94 | |
| Apple (AAPL) | 2.4 | $3.1M | 19k | 164.90 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.6 | $2.1M | 28k | 73.78 | |
| Select Sector Spdr Tr Energy (XLE) | 1.6 | $2.0M | 24k | 82.83 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.5 | $1.9M | 34k | 55.36 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.5M | 5.1k | 288.29 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $1.4M | 3.00 | 465600.00 | |
| Ishares Tr National Mun Etf (MUB) | 1.1 | $1.3M | 13k | 107.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.1M | 3.6k | 308.77 | |
| salesforce (CRM) | 0.9 | $1.1M | 5.4k | 199.78 | |
| Costco Wholesale Corporation (COST) | 0.8 | $1.0M | 2.1k | 496.83 | |
| Amazon (AMZN) | 0.7 | $833k | 8.1k | 103.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $815k | 7.8k | 104.00 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $650k | 14k | 45.17 | |
| Visa Com Cl A (V) | 0.5 | $626k | 2.8k | 225.49 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $562k | 2.3k | 249.40 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $557k | 1.4k | 385.37 | |
| Deere & Company (DE) | 0.4 | $556k | 1.3k | 412.88 | |
| Walt Disney Company (DIS) | 0.4 | $481k | 4.8k | 100.13 | |
| Bristol Myers Squibb (BMY) | 0.4 | $466k | 6.7k | 69.30 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $402k | 3.7k | 109.66 | |
| Casey's General Stores (CASY) | 0.3 | $402k | 1.9k | 216.42 | |
| Johnson & Johnson (JNJ) | 0.3 | $397k | 2.6k | 155.02 | |
| Starbucks Corporation (SBUX) | 0.3 | $394k | 3.8k | 104.12 | |
| NVIDIA Corporation (NVDA) | 0.3 | $390k | 1.4k | 277.82 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $376k | 2.9k | 130.30 | |
| Nike CL B (NKE) | 0.3 | $372k | 3.0k | 122.66 | |
| Pepsi (PEP) | 0.3 | $361k | 2.0k | 182.32 | |
| Home Depot (HD) | 0.3 | $354k | 1.2k | 295.18 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $346k | 10k | 34.13 | |
| McDonald's Corporation (MCD) | 0.3 | $339k | 1.2k | 279.63 | |
| Marriott Intl Cl A (MAR) | 0.3 | $334k | 2.0k | 166.00 | |
| Ishares Tr Mscieafe Min Vl (EFAV) | 0.3 | $332k | 4.9k | 67.65 | |
| Enterprise Products Oil & Gas, Real Estate and REIT (EPD) | 0.2 | $318k | 12k | 25.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $317k | 3.1k | 103.73 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $305k | 4.9k | 62.26 | |
| Eli Lilly & Co. (LLY) | 0.2 | $302k | 878.00 | 343.46 | |
| Procter & Gamble Company (PG) | 0.2 | $290k | 1.9k | 148.69 | |
| Chevron Corporation (CVX) | 0.2 | $289k | 1.8k | 163.19 | |
| Verizon Communications (VZ) | 0.2 | $287k | 7.4k | 38.89 | |
| Constellation Brands Cl A (STZ) | 0.2 | $278k | 1.2k | 225.89 | |
| SPDR Gold Trust (GLD) | 0.2 | $275k | 1.5k | 183.22 | |
| Merck & Co (MRK) | 0.2 | $246k | 2.3k | 106.38 | |
| Meta Platforms Cl A (META) | 0.2 | $226k | 1.1k | 211.94 | |
| International Business Machines (IBM) | 0.2 | $215k | 1.6k | 131.08 | |
| Target Corporation (TGT) | 0.2 | $213k | 1.3k | 165.64 | |
| Spdr Bloomberg MF Closed and MF Open (BIL) | 0.2 | $202k | 2.2k | 91.81 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $80k | 14k | 5.69 | |
| Lumos Pharma (LUMO) | 0.0 | $39k | 12k | 3.31 | |
| Purple Biotech (PPBT) | 0.0 | $22k | 13k | 1.79 | |
| IsoRay (CATX) | 0.0 | $13k | 20k | 0.64 |
