Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Sept. 30, 2024

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 69 positions in its portfolio as reported in the September 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) 19.9 $39M 218k 179.16
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.5 $23M 334k 67.51
Ishares Tr Msci Usa Min Vol (USMV) 10.1 $20M 218k 91.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.7 $17M 322k 52.86
J P Morgan Exchange Traded F Equity Premium (JEPI) 7.0 $14M 233k 59.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.5 $13M 339k 37.56
Select Sector Spdr Tr Sbi Int-utils (XLU) 6.4 $13M 155k 80.78
Ishares Tr Core S&p500 Etf (IVV) 3.6 $7.0M 12k 576.82
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.3 $6.4M 116k 54.93
Apple (AAPL) 2.1 $4.2M 18k 233.00
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $3.0M 37k 82.94
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $2.4M 26k 95.49
Microsoft Corporation (MSFT) 1.1 $2.1M 4.8k 430.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $2.1M 3.00 691180.00
Costco Wholesale Corporation (COST) 0.9 $1.8M 2.0k 886.48
Select Sector Spdr Tr Energy (XLE) 0.9 $1.8M 20k 87.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.7M 3.7k 460.26
Amazon (AMZN) 0.7 $1.5M 7.9k 186.33
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $1.3M 25k 49.78
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.6 $1.3M 22k 56.99
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.2M 7.2k 167.19
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $1.1M 25k 45.51
NVIDIA Corporation (NVDA) 0.5 $983k 8.1k 121.44
Ishares Tr National Mun Etf (MUB) 0.5 $982k 9.0k 108.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $965k 23k 41.28
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $931k 9.8k 94.61
Vanguard Index Fds Growth Etf (VUG) 0.5 $929k 2.4k 383.89
Eli Lilly & Co. (LLY) 0.5 $897k 1.0k 886.09
salesforce (CRM) 0.4 $829k 3.0k 273.71
Casey's General Stores (CASY) 0.4 $765k 2.0k 375.66
Visa Com Cl A (V) 0.4 $713k 2.6k 275.01
Alliant Energy Corporation (LNT) 0.3 $639k 11k 60.69
JPMorgan Chase & Co. (JPM) 0.3 $605k 2.9k 210.85
Deere & Company (DE) 0.3 $593k 1.4k 417.33
Adobe Systems Incorporated (ADBE) 0.3 $564k 1.1k 517.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $518k 3.1k 165.86
Meta Platforms Cl A (META) 0.3 $510k 890.00 572.75
Walt Disney Company (DIS) 0.2 $427k 4.4k 96.19
W.R. Berkley Corporation (WRB) 0.2 $396k 7.0k 56.73
Marriott Intl Cl A (MAR) 0.2 $390k 1.6k 248.56
Procter & Gamble Company (PG) 0.2 $370k 2.1k 173.22
Starbucks Corporation (SBUX) 0.2 $358k 3.7k 97.50
Johnson & Johnson (JNJ) 0.2 $348k 2.1k 162.06
International Business Machines (IBM) 0.2 $326k 1.5k 221.15
Enterprise Products Partners (EPD) 0.2 $299k 10k 29.11
Pepsi (PEP) 0.2 $299k 1.8k 170.00
Constellation Brands Cl A (STZ) 0.1 $289k 1.1k 257.69
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $280k 10k 27.84
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $272k 3.6k 76.70
Merck & Co (MRK) 0.1 $271k 2.4k 113.57
Ishares Tr Rus 1000 Etf (IWB) 0.1 $269k 855.00 314.30
Bristol Myers Squibb (BMY) 0.1 $266k 5.1k 51.74
Nike CL B (NKE) 0.1 $261k 3.0k 88.40
Advanced Micro Devices (AMD) 0.1 $259k 1.6k 164.08
Exxon Mobil Corporation (XOM) 0.1 $255k 2.2k 117.21
Applied Materials (AMAT) 0.1 $252k 1.2k 202.05
McDonald's Corporation (MCD) 0.1 $251k 823.00 304.55
Spdr Gold Tr Gold Shs (GLD) 0.1 $250k 1.0k 243.06
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $250k 6.0k 41.69
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $232k 4.9k 47.85
Kroger (KR) 0.1 $229k 4.0k 57.30
Verizon Communications (VZ) 0.1 $221k 4.9k 44.91
Coca-Cola Company (KO) 0.1 $221k 3.1k 71.87
Illinois Tool Works (ITW) 0.1 $220k 840.00 262.07
Wal-Mart Stores (WMT) 0.1 $218k 2.7k 80.75
Chevron Corporation (CVX) 0.1 $215k 1.5k 147.29
Broadcom (AVGO) 0.1 $200k 1.2k 172.50
Advisorshares Tr Pure Us Cannabis (MSOS) 0.1 $101k 14k 7.17
Lumos Pharma 0.0 $45k 12k 3.87