Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Dec. 31, 2023

Portfolio Holdings for Wealth Advisors of Iowa

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 16.7 $25M 318k 78.03
Spdr Ser Tr Portfolio S&p500 (SPLG) 15.7 $23M 418k 55.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 11.8 $18M 111k 157.80
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.9 $15M 317k 46.63
Spdr Index Shs Fds Portfolio Develpd (SPDW) 7.6 $11M 331k 34.01
Select Sector Spdr Tr Energy (XLE) 5.8 $8.6M 103k 83.84
Ishares Tr Core S&p500 Etf (IVV) 4.6 $6.9M 14k 477.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $5.9M 107k 54.98
Apple (AAPL) 2.4 $3.6M 19k 192.52
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.5 $2.3M 46k 49.93
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $2.3M 35k 65.06
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $2.2M 27k 84.33
Microsoft Corporation (MSFT) 1.3 $1.9M 5.0k 376.03
Berkshire Hathaway (BRK.A) 1.1 $1.6M 3.00 542625.00
Costco Wholesale Corporation (COST) 0.9 $1.4M 2.1k 660.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 3.7k 356.66
salesforce (CRM) 0.9 $1.3M 4.8k 263.14
Amazon (AMZN) 0.9 $1.3M 8.4k 151.94
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.0M 25k 42.18
Alphabet Cap Stk Cl C (GOOG) 0.7 $981k 7.0k 140.93
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $946k 9.5k 99.25
Ishares Tr National Mun Etf (MUB) 0.6 $877k 8.1k 108.42
Adobe Systems Incorporated (ADBE) 0.6 $829k 1.4k 596.60
Vanguard Index Fds Growth Etf (VUG) 0.5 $783k 2.5k 310.93
Alliant Energy Corporation (LNT) 0.4 $625k 12k 51.30
Casey's General Stores (CASY) 0.4 $559k 2.0k 274.68
Deere & Company (DE) 0.4 $542k 1.4k 399.87
Eli Lilly & Co. (LLY) 0.4 $524k 898.00 583.13
Alphabet Cap Stk Cl A (GOOGL) 0.3 $497k 3.6k 139.69
JPMorgan Chase & Co. (JPM) 0.3 $484k 2.8k 170.11
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $447k 13k 35.41
Visa Com Cl A (V) 0.3 $413k 1.6k 260.26
Walt Disney Company (DIS) 0.3 $405k 4.5k 90.29
McDonald's Corporation (MCD) 0.3 $394k 1.3k 296.53
Johnson & Johnson (JNJ) 0.3 $374k 2.4k 156.71
Marriott Intl Cl A (MAR) 0.2 $359k 1.6k 225.47
Bristol Myers Squibb (BMY) 0.2 $351k 6.8k 51.31
NVIDIA Corporation (NVDA) 0.2 $342k 690.00 495.47
Starbucks Corporation (SBUX) 0.2 $339k 3.5k 96.00
W.R. Berkley Corporation (WRB) 0.2 $329k 4.6k 70.72
Nike CL B (NKE) 0.2 $328k 3.0k 108.57
Pepsi (PEP) 0.2 $322k 1.9k 169.84
Procter & Gamble Company (PG) 0.2 $313k 2.1k 146.57
Chevron Corporation (CVX) 0.2 $296k 2.0k 149.13
Meta Platforms Cl A (META) 0.2 $273k 770.00 353.96
American Express Company (AXP) 0.2 $272k 1.5k 187.34
Constellation Brands Cl A (STZ) 0.2 $271k 1.1k 241.75
Enterprise Products Partners (EPD) 0.2 $271k 10k 26.35
Merck & Co (MRK) 0.2 $256k 2.3k 109.00
Ishares Tr Mscieafe Min Vl (EFAV) 0.2 $246k 3.6k 69.34
International Business Machines (IBM) 0.2 $235k 1.4k 163.55
Advanced Micro Devices (AMD) 0.2 $230k 1.6k 147.41
Ishares Tr Rus 1000 Etf (IWB) 0.2 $224k 855.00 262.18
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $223k 6.0k 37.22
Applied Materials (AMAT) 0.1 $202k 1.2k 162.07
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $98k 14k 7.01
Lumos Pharma 0.0 $37k 12k 3.18
Purple Biotech 0.0 $11k 14k 0.78
IsoRay 0.0 $8.0k 20k 0.40