Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Dec. 31, 2024

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 64 positions in its portfolio as reported in the December 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 $40M 226k 175.23
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.7 $23M 337k 68.94
Ishares Tr Msci Usa Min Vol (USMV) 8.6 $17M 191k 88.79
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 8.5 $17M 330k 51.14
J P Morgan Exchange Traded F Equity Premium (JEPI) 7.0 $14M 242k 57.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.0 $12M 351k 34.13
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.9 $12M 155k 75.69
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.9 $7.7M 137k 56.38
Ishares Tr Core S&p500 Etf (IVV) 3.6 $7.2M 12k 588.66
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.4 $4.7M 54k 87.90
Apple (AAPL) 2.2 $4.5M 18k 250.41
Principal Exchange Traded Us Mega Cp Etf (USMC) 1.3 $2.5M 42k 60.03
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $2.4M 26k 92.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $2.0M 3.00 680920.00
Microsoft Corporation (MSFT) 1.0 $2.0M 4.8k 421.52
Costco Wholesale Corporation (COST) 1.0 $1.9M 2.1k 916.24
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.9 $1.8M 36k 49.55
Amazon (AMZN) 0.9 $1.7M 7.9k 219.39
Select Sector Spdr Tr Energy (XLE) 0.9 $1.7M 20k 85.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.7M 3.7k 453.28
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $1.5M 16k 90.42
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 7.1k 190.43
NVIDIA Corporation (NVDA) 0.6 $1.2M 8.9k 134.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.1M 30k 38.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $1.0M 23k 44.92
salesforce (CRM) 0.5 $1.0M 3.1k 334.35
Vanguard Index Fds Growth Etf (VUG) 0.5 $993k 2.4k 410.42
Visa Com Cl A (V) 0.4 $828k 2.6k 315.99
Casey's General Stores (CASY) 0.4 $792k 2.0k 396.15
JPMorgan Chase & Co. (JPM) 0.4 $743k 3.1k 239.69
Eli Lilly & Co. (LLY) 0.4 $694k 899.00 772.15
Alphabet Cap Stk Cl A (GOOGL) 0.3 $632k 3.3k 189.31
Alliant Energy Corporation (LNT) 0.3 $623k 11k 59.14
Deere & Company (DE) 0.3 $598k 1.4k 423.70
Ishares Tr National Mun Etf (MUB) 0.3 $570k 5.3k 106.55
Meta Platforms Cl A (META) 0.3 $551k 942.00 585.28
Adobe Systems Incorporated (ADBE) 0.3 $507k 1.1k 444.68
Marriott Intl Cl A (MAR) 0.2 $438k 1.6k 278.89
W.R. Berkley Corporation (WRB) 0.2 $403k 6.9k 58.52
Broadcom (AVGO) 0.2 $359k 1.6k 231.84
Procter & Gamble Company (PG) 0.2 $359k 2.1k 167.67
Tesla Motors (TSLA) 0.2 $344k 852.00 403.84
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $336k 12k 27.28
Wal-Mart Stores (WMT) 0.2 $331k 3.7k 90.35
Starbucks Corporation (SBUX) 0.2 $326k 3.6k 91.24
Enterprise Products Partners (EPD) 0.2 $323k 10k 31.36
Walt Disney Company (DIS) 0.2 $310k 2.8k 111.35
International Business Machines (IBM) 0.2 $304k 1.4k 219.87
Vanguard Index Fds Value Etf (VTV) 0.1 $269k 1.6k 169.34
Ishares Tr Rus 1000 Etf (IWB) 0.1 $268k 832.00 322.06
Pepsi (PEP) 0.1 $266k 1.8k 152.02
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $263k 14k 19.43
Spdr Gold Tr Gold Shs (GLD) 0.1 $259k 1.1k 242.13
Constellation Brands Cl A (STZ) 0.1 $248k 1.1k 221.00
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $245k 6.0k 40.92
Merck & Co (MRK) 0.1 $239k 2.4k 99.48
McDonald's Corporation (MCD) 0.1 $235k 811.00 289.93
Exxon Mobil Corporation (XOM) 0.1 $235k 2.2k 107.58
Chevron Corporation (CVX) 0.1 $217k 1.5k 144.79
At&t (T) 0.1 $214k 9.4k 22.77
Illinois Tool Works (ITW) 0.1 $213k 840.00 253.56
Johnson & Johnson (JNJ) 0.1 $208k 1.4k 144.61
Applied Materials (AMAT) 0.1 $203k 1.2k 162.63
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $53k 14k 3.81