Wealth Advisors of Iowa

Wealth Advisors of Iowa as of March 31, 2025

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 74 positions in its portfolio as reported in the March 2025 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) 17.1 $40M 230k 173.23
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 11.6 $27M 531k 50.63
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.3 $22M 330k 65.76
Ishares Tr Msci Usa Min Vol (USMV) 7.9 $18M 196k 93.66
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 7.8 $18M 353k 51.07
J P Morgan Exchange Traded F Equity Premium (JEPI) 6.7 $16M 272k 57.14
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.6 $13M 164k 78.85
Ishares Tr Msci Eafe Min Vl (EFAV) 4.9 $11M 147k 77.92
Ishares Tr Core S&p500 Etf (IVV) 2.1 $4.9M 8.8k 561.89
Apple (AAPL) 1.7 $3.9M 18k 222.13
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 1.6 $3.7M 71k 51.78
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.3 $3.1M 62k 49.73
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.3 $3.1M 38k 80.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $2.6M 72k 36.41
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $2.6M 18k 146.01
Pimco Etf Tr Active Bd Etf (BOND) 1.0 $2.4M 26k 92.47
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $2.4M 3.00 798441.67
Ishares Tr Core S&p Us Vlu (IUSV) 1.0 $2.4M 26k 92.29
Costco Wholesale Corporation (COST) 0.8 $2.0M 2.1k 945.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.9M 3.6k 532.58
Principal Exchange Traded Us Mega Cp Etf (USMC) 0.8 $1.9M 34k 56.78
Select Sector Spdr Tr Energy (XLE) 0.8 $1.9M 20k 93.45
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $1.8M 32k 56.47
Microsoft Corporation (MSFT) 0.8 $1.8M 4.7k 375.38
Amazon (AMZN) 0.7 $1.6M 8.2k 190.26
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.7 $1.5M 39k 39.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $1.2M 30k 40.76
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.1M 7.1k 156.23
Ishares Tr National Mun Etf (MUB) 0.4 $1.0M 9.5k 105.44
NVIDIA Corporation (NVDA) 0.4 $995k 9.2k 108.39
Visa Com Cl A (V) 0.4 $943k 2.7k 350.52
Casey's General Stores (CASY) 0.4 $932k 2.1k 434.13
Vanguard Index Fds Growth Etf (VUG) 0.4 $897k 2.4k 370.83
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.4 $893k 36k 24.68
Eli Lilly & Co. (LLY) 0.4 $857k 1.0k 826.05
salesforce (CRM) 0.4 $816k 3.0k 268.36
JPMorgan Chase & Co. (JPM) 0.3 $760k 3.1k 245.33
Deere & Company (DE) 0.3 $669k 1.4k 469.33
Stryker Corporation (SYK) 0.3 $659k 1.8k 372.33
Alliant Energy Corporation (LNT) 0.3 $621k 9.7k 64.35
Meta Platforms Cl A (META) 0.3 $592k 1.0k 576.23
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $553k 20k 27.30
Alphabet Cap Stk Cl A (GOOGL) 0.2 $502k 3.2k 154.61
W.R. Berkley Corporation (WRB) 0.2 $490k 6.9k 71.16
American Centy Etf Tr Us Quality Grow (QGRO) 0.2 $446k 4.8k 93.66
Adobe Systems Incorporated (ADBE) 0.2 $437k 1.1k 383.53
Marriott Intl Cl A (MAR) 0.2 $374k 1.6k 238.16
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $357k 18k 19.48
Enterprise Products Partners (EPD) 0.2 $351k 10k 34.14
Procter & Gamble Company (PG) 0.2 $351k 2.1k 170.44
Starbucks Corporation (SBUX) 0.2 $350k 3.6k 98.08
International Business Machines (IBM) 0.1 $346k 1.4k 248.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $330k 1.1k 288.14
Vanguard Index Fds Value Etf (VTV) 0.1 $275k 1.6k 172.79
Pepsi (PEP) 0.1 $268k 1.8k 149.97
Exxon Mobil Corporation (XOM) 0.1 $261k 2.2k 118.93
Broadcom (AVGO) 0.1 $260k 1.6k 167.43
Philip Morris International (PM) 0.1 $260k 1.6k 158.73
Chevron Corporation (CVX) 0.1 $259k 1.5k 167.32
Ishares Tr Rus 1000 Etf (IWB) 0.1 $255k 832.00 306.65
McDonald's Corporation (MCD) 0.1 $255k 816.00 312.41
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $251k 13k 19.59
Wal-Mart Stores (WMT) 0.1 $245k 2.8k 87.79
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $231k 11k 20.68
Coca-Cola Company (KO) 0.1 $222k 3.1k 71.61
Merck & Co (MRK) 0.1 $217k 2.4k 89.77
Bristol Myers Squibb (BMY) 0.1 $216k 3.5k 60.99
Raytheon Technologies Corp (RTX) 0.1 $215k 1.6k 132.48
Tesla Motors (TSLA) 0.1 $212k 817.00 259.16
Illinois Tool Works (ITW) 0.1 $208k 840.00 248.01
Constellation Brands Cl A (STZ) 0.1 $206k 1.1k 183.52
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $206k 5.0k 41.21
Johnson & Johnson (JNJ) 0.1 $202k 1.2k 165.79
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $26k 10k 2.61