Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Sept. 30, 2023

Portfolio Holdings for Wealth Advisors of Iowa

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 20.0 $29M 567k 50.26
Ishares Tr Msci Usa Min Vol (USMV) 16.7 $24M 328k 72.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 10.7 $15M 108k 141.69
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.5 $14M 328k 41.26
Spdr Index Shs Fds Portfolio Develpd (SPDW) 7.7 $11M 353k 31.01
Select Sector Spdr Tr Energy (XLE) 6.4 $9.2M 101k 90.39
Ishares Tr Core S&p500 Etf (IVV) 4.4 $6.2M 15k 429.43
Apple (AAPL) 2.3 $3.2M 19k 171.21
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.2 $3.2M 59k 53.56
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $2.0M 27k 74.62
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.2 $1.8M 30k 59.28
Microsoft Corporation (MSFT) 1.1 $1.6M 5.1k 315.76
Berkshire Hathaway (BRK.A) 1.1 $1.6M 3.00 531477.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 3.7k 350.30
Costco Wholesale Corporation (COST) 0.9 $1.2M 2.2k 564.98
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M 12k 102.54
Amazon (AMZN) 0.8 $1.1M 8.4k 127.12
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.0M 22k 46.93
salesforce (CRM) 0.7 $982k 4.8k 202.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $926k 25k 36.90
Alphabet Cap Stk Cl C (GOOG) 0.6 $895k 6.8k 131.85
Adobe Systems Incorporated (ADBE) 0.5 $709k 1.4k 509.90
Vanguard Index Fds Growth Etf (VUG) 0.5 $689k 2.5k 272.33
Visa Com Cl A (V) 0.4 $636k 2.8k 230.04
Casey's General Stores (CASY) 0.4 $563k 2.1k 271.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $543k 12k 43.72
Deere & Company (DE) 0.4 $512k 1.4k 377.38
Eli Lilly & Co. (LLY) 0.3 $473k 880.00 537.35
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $432k 8.6k 50.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $420k 13k 33.57
Alphabet Cap Stk Cl A (GOOGL) 0.3 $400k 3.1k 130.86
Bristol Myers Squibb (BMY) 0.3 $394k 6.8k 58.04
Walt Disney Company (DIS) 0.3 $392k 4.8k 81.05
JPMorgan Chase & Co. (JPM) 0.3 $390k 2.7k 145.02
Johnson & Johnson (JNJ) 0.3 $387k 2.5k 155.74
Marriott Intl Cl A (MAR) 0.3 $365k 1.9k 196.53
Home Depot (HD) 0.3 $363k 1.2k 302.07
McDonald's Corporation (MCD) 0.2 $350k 1.3k 263.46
Starbucks Corporation (SBUX) 0.2 $345k 3.8k 91.26
Pepsi (PEP) 0.2 $320k 1.9k 169.44
Ishares Tr Mscieafe Min Vl (EFAV) 0.2 $320k 4.9k 65.22
Chevron Corporation (CVX) 0.2 $316k 1.9k 168.59
W.R. Berkley Corporation (WRB) 0.2 $311k 4.9k 63.49
Constellation Brands Cl A (STZ) 0.2 $309k 1.2k 251.33
NVIDIA Corporation (NVDA) 0.2 $300k 690.00 435.19
Meta Platforms Cl A (META) 0.2 $299k 997.00 300.21
Nike CL B (NKE) 0.2 $289k 3.0k 95.62
Procter & Gamble Company (PG) 0.2 $282k 1.9k 145.82
Enterprise Products Partners (EPD) 0.2 $281k 10k 27.37
Merck & Co (MRK) 0.2 $240k 2.3k 102.95
Exxon Mobil Corporation (XOM) 0.2 $231k 2.0k 117.60
Proshares Tr Shrt Rl Est Fd (REK) 0.2 $219k 10k 21.89
Verizon Communications (VZ) 0.2 $215k 6.6k 32.41
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $204k 6.0k 34.02
Ishares Tr Rus 1000 Etf (IWB) 0.1 $201k 855.00 234.84
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $111k 14k 7.94
Lumos Pharma 0.0 $39k 12k 3.30
Purple Biotech 0.0 $16k 13k 1.19
IsoRay 0.0 $5.5k 20k 0.27