Wealth Advisors of Iowa

Wealth Advisors of Iowa as of June 30, 2023

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 59 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 21.9 $30M 582k 52.11
Spdr Index Shs Fds Portfolio Develpd (SPDW) 19.7 $27M 839k 32.54
Ishares Tr Msci Usa Min Vol (USMV) 17.6 $24M 327k 74.33
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.1 $14M 322k 43.20
Ishares Tr Core S&p500 Etf (IVV) 4.8 $6.6M 15k 445.70
Apple (AAPL) 2.6 $3.7M 19k 193.97
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $2.1M 27k 78.26
Select Sector Spdr Tr Energy (XLE) 1.5 $2.0M 25k 81.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.4 $2.0M 32k 61.01
Microsoft Corporation (MSFT) 1.3 $1.8M 5.2k 340.55
Berkshire Hathaway (BRK.A) 1.1 $1.6M 3.00 517810.00
Ishares Tr National Mun Etf (MUB) 1.0 $1.3M 13k 106.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 3.7k 341.00
Constellation Brands Cl A (STZ) 0.9 $1.2M 2.2k 538.38
Amazon (AMZN) 0.8 $1.1M 8.2k 130.36
salesforce (CRM) 0.7 $1.0M 4.8k 211.26
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $945k 24k 38.84
Advisorshares Tr Pure Us Cannabis (MSOS) 0.6 $839k 6.9k 120.97
Vanguard Index Fds Growth Etf (VUG) 0.6 $826k 2.9k 282.96
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $774k 14k 55.33
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $694k 14k 48.37
Target Corporation (TGT) 0.5 $680k 1.4k 488.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $664k 14k 46.18
Visa Com Cl A (V) 0.5 $659k 2.8k 237.44
Deere & Company (DE) 0.4 $545k 1.3k 405.19
Casey's General Stores (CASY) 0.4 $502k 2.1k 243.88
Home Depot (HD) 0.3 $434k 1.4k 310.64
Bristol Myers Squibb (BMY) 0.3 $432k 6.8k 63.95
Walt Disney Company (DIS) 0.3 $428k 4.8k 89.28
Johnson & Johnson (JNJ) 0.3 $424k 2.6k 165.53
Eli Lilly & Co. (LLY) 0.3 $412k 879.00 469.17
NVIDIA Corporation (NVDA) 0.3 $398k 940.00 423.14
McDonald's Corporation (MCD) 0.3 $396k 1.3k 298.43
JPMorgan Chase & Co. (JPM) 0.3 $394k 2.7k 145.42
Starbucks Corporation (SBUX) 0.3 $375k 3.8k 99.06
Exxon Mobil Corporation (XOM) 0.3 $373k 3.5k 107.24
Pepsi (PEP) 0.3 $368k 2.0k 185.27
Alphabet Cap Stk Cl C (GOOG) 0.3 $366k 3.1k 119.70
Marriott Intl Cl A (MAR) 0.2 $341k 1.9k 183.66
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $337k 9.8k 34.38
Nike CL B (NKE) 0.2 $335k 3.0k 110.39
Ishares Tr Mscieafe Min Vl (EFAV) 0.2 $331k 4.9k 67.50
Meta Platforms Cl A (META) 0.2 $306k 1.1k 286.98
Alphabet Cap Stk Cl A (GOOGL) 0.2 $303k 1.2k 246.13
Procter & Gamble Company (PG) 0.2 $296k 1.9k 151.72
W.R. Berkley Corporation (WRB) 0.2 $292k 4.9k 59.56
Verizon Communications (VZ) 0.2 $282k 7.6k 37.19
Chevron Corporation (CVX) 0.2 $280k 1.8k 157.37
SPDR Gold Trust (GLD) 0.2 $274k 1.5k 178.27
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.2 $271k 10k 26.35
Merck & Co (MRK) 0.2 $268k 2.3k 115.40
Spdr Bloomberg MF Closed and MF Open (BIL) 0.2 $236k 2.6k 91.82
International Business Machines (IBM) 0.2 $222k 1.7k 133.79
Ishares Tr Rus 1000 Etf (IWB) 0.2 $208k 855.00 243.67
Costco Wholesale Corporation (COST) 0.1 $207k 6.0k 34.50
Adobe Systems Incorporated (ADBE) 0.1 $78k 14k 5.54
Lumos Pharma (LUMO) 0.0 $39k 12k 3.30
Purple Biotech (PPBT) 0.0 $19k 13k 1.40
IsoRay (CATX) 0.0 $13k 20k 0.67