Wealth Advisors of Iowa

Wealth Advisors of Iowa as of March 31, 2024

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 63 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 21.9 $36M 213k 169.37
Spdr Ser Tr Portfolio S&p500 (SPLG) 13.1 $22M 349k 61.53
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 9.6 $16M 315k 50.10
Ishares Tr Msci Usa Min Vol (USMV) 9.4 $15M 184k 83.58
Spdr Index Shs Fds Portfolio Develpd (SPDW) 7.2 $12M 329k 35.84
Select Sector Spdr Tr Energy (XLE) 6.2 $10M 108k 94.41
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.9 $8.1M 139k 57.86
Ishares Tr Core S&p500 Etf (IVV) 3.9 $6.4M 12k 525.73
Apple (AAPL) 1.9 $3.1M 18k 171.48
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.7 $2.7M 51k 54.24
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.6 $2.6M 35k 73.15
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $2.4M 26k 90.44
Microsoft Corporation (MSFT) 1.3 $2.1M 5.0k 420.76
Berkshire Hathaway (BRK.A) 1.2 $1.9M 3.00 634440.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.6M 3.8k 420.52
Costco Wholesale Corporation (COST) 0.9 $1.5M 2.1k 732.58
Amazon (AMZN) 0.9 $1.4M 7.9k 180.38
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.1M 7.2k 152.26
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $1.0M 24k 43.04
salesforce (CRM) 0.6 $909k 3.0k 301.18
Ishares Tr National Mun Etf (MUB) 0.5 $872k 8.1k 107.59
Vanguard Index Fds Growth Etf (VUG) 0.5 $867k 2.5k 344.14
Visa Com Cl A (V) 0.4 $722k 2.6k 279.13
Adobe Systems Incorporated (ADBE) 0.4 $701k 1.4k 504.60
Eli Lilly & Co. (LLY) 0.4 $700k 899.00 778.11
Casey's General Stores (CASY) 0.4 $649k 2.0k 318.41
NVIDIA Corporation (NVDA) 0.4 $624k 690.00 904.03
JPMorgan Chase & Co. (JPM) 0.4 $588k 2.9k 200.30
Alliant Energy Corporation (LNT) 0.3 $565k 11k 50.40
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.3 $560k 11k 50.45
Deere & Company (DE) 0.3 $557k 1.4k 410.74
Walt Disney Company (DIS) 0.3 $550k 4.5k 122.36
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $546k 15k 36.19
Alphabet Cap Stk Cl A (GOOGL) 0.3 $537k 3.6k 150.93
Meta Platforms Cl A (META) 0.3 $432k 890.00 485.67
W.R. Berkley Corporation (WRB) 0.3 $411k 4.6k 88.44
Marriott Intl Cl A (MAR) 0.2 $402k 1.6k 252.27
Johnson & Johnson (JNJ) 0.2 $378k 2.4k 158.21
McDonald's Corporation (MCD) 0.2 $363k 1.3k 281.97
Procter & Gamble Company (PG) 0.2 $347k 2.1k 162.27
Bristol Myers Squibb (BMY) 0.2 $342k 6.3k 54.23
Chevron Corporation (CVX) 0.2 $330k 2.1k 157.76
Starbucks Corporation (SBUX) 0.2 $328k 3.6k 91.38
Merck & Co (MRK) 0.2 $311k 2.4k 131.97
Pepsi (PEP) 0.2 $306k 1.7k 175.00
Constellation Brands Cl A (STZ) 0.2 $305k 1.1k 271.76
Enterprise Products Partners (EPD) 0.2 $300k 10k 29.18
Advanced Micro Devices (AMD) 0.2 $285k 1.6k 180.49
Nike CL B (NKE) 0.2 $284k 3.0k 93.98
International Business Machines (IBM) 0.2 $281k 1.5k 190.99
Applied Materials (AMAT) 0.2 $257k 1.2k 206.23
Ishares Tr Mscieafe Min Vl (EFAV) 0.2 $252k 3.6k 70.88
Ishares Tr Rus 1000 Etf (IWB) 0.1 $246k 855.00 287.94
Exxon Mobil Corporation (XOM) 0.1 $245k 2.1k 116.21
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $245k 6.0k 40.90
Kroger (KR) 0.1 $229k 4.0k 57.13
Verizon Communications (VZ) 0.1 $216k 5.1k 41.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $212k 1.0k 205.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $203k 4.9k 41.77
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $140k 14k 10.01
Lumos Pharma 0.0 $33k 12k 2.82
IsoRay 0.0 $24k 20k 1.19
Purple Biotech 0.0 $9.6k 14k 0.67