Wealth Advisors of Iowa

Wealth Advisors of Iowa as of June 30, 2025

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 75 positions in its portfolio as reported in the June 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) 10.2 $27M 151k 181.74
Ishares Tr Msci Eafe Min Vl (EFAV) 9.8 $26M 312k 84.06
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 9.2 $25M 453k 54.40
Spdr Series Trust Portfolio S&p500 (SPLG) 8.9 $24M 327k 72.69
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 7.1 $19M 361k 52.34
Ishares Tr Msci Usa Min Vol (USMV) 6.8 $18M 195k 93.87
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 5.7 $15M 253k 60.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.6 $15M 295k 50.68
American Centy Etf Tr Us Quality Grow (QGRO) 5.5 $15M 135k 109.12
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.1 $14M 166k 81.66
Ishares Tr Core S&p500 Etf (IVV) 2.0 $5.4M 8.7k 620.91
Apple (AAPL) 1.6 $4.3M 21k 205.17
Principal Exchange Traded Us Mega Cp Etf (USMC) 1.5 $3.9M 63k 62.56
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.5 $3.9M 41k 95.32
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.2M 79k 40.49
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.2 $3.1M 62k 49.76
Ishares Tr Core S&p Us Vlu (IUSV) 0.9 $2.4M 26k 94.63
Microsoft Corporation (MSFT) 0.9 $2.3M 4.7k 497.43
Pimco Etf Tr Active Bd Etf (BOND) 0.9 $2.3M 25k 92.18
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $2.2M 3.00 728800.00
Costco Wholesale Corporation (COST) 0.8 $2.0M 2.0k 989.93
Amazon (AMZN) 0.7 $2.0M 9.0k 219.39
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.7 $1.8M 78k 23.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.8M 3.6k 485.77
NVIDIA Corporation (NVDA) 0.7 $1.7M 11k 157.99
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.7M 40k 42.74
Select Sector Spdr Tr Energy (XLE) 0.6 $1.6M 19k 84.81
Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $1.4M 33k 42.60
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.3M 7.3k 177.38
Casey's General Stores (CASY) 0.4 $1.1M 2.2k 510.38
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.4k 438.41
Meta Platforms Cl A (META) 0.4 $1.0M 1.4k 738.04
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.4 $976k 9.8k 99.43
JPMorgan Chase & Co. (JPM) 0.3 $928k 3.2k 289.94
Ishares Tr National Mun Etf (MUB) 0.3 $919k 8.8k 104.48
Visa Com Cl A (V) 0.3 $911k 2.6k 355.04
salesforce (CRM) 0.3 $829k 3.0k 272.70
Eli Lilly & Co. (LLY) 0.3 $809k 1.0k 779.66
Spdr Gold Tr Gold Shs (GLD) 0.3 $763k 2.5k 304.83
Deere & Company (DE) 0.3 $725k 1.4k 508.47
Stryker Corporation (SYK) 0.3 $701k 1.8k 395.58
Alliant Energy Corporation (LNT) 0.2 $584k 9.7k 60.47
Alphabet Cap Stk Cl A (GOOGL) 0.2 $572k 3.2k 176.22
W.R. Berkley Corporation (WRB) 0.2 $506k 6.9k 73.47
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $467k 17k 27.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $463k 840.00 551.40
Starbucks Corporation (SBUX) 0.2 $457k 5.0k 91.62
Marriott Intl Cl A (MAR) 0.2 $442k 1.6k 273.17
Adobe Systems Incorporated (ADBE) 0.2 $441k 1.1k 386.88
Broadcom (AVGO) 0.2 $427k 1.6k 275.65
International Business Machines (IBM) 0.2 $413k 1.4k 294.71
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $363k 19k 19.52
Enterprise Products Partners (EPD) 0.1 $319k 10k 31.01
Procter & Gamble Company (PG) 0.1 $318k 2.0k 159.34
Philip Morris International (PM) 0.1 $298k 1.6k 182.17
Netflix (NFLX) 0.1 $293k 219.00 1339.13
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $287k 15k 19.65
Ishares Tr Rus 1000 Etf (IWB) 0.1 $282k 832.00 339.47
Vanguard Index Fds Value Etf (VTV) 0.1 $281k 1.6k 176.79
Wal-Mart Stores (WMT) 0.1 $271k 2.8k 97.80
Tesla Motors (TSLA) 0.1 $267k 841.00 317.66
McDonald's Corporation (MCD) 0.1 $239k 816.00 292.26
Raytheon Technologies Corp (RTX) 0.1 $237k 1.6k 146.00
Pepsi (PEP) 0.1 $235k 1.8k 132.09
Oracle Corporation (ORCL) 0.1 $233k 1.1k 218.63
Applied Materials (AMAT) 0.1 $228k 1.2k 183.07
Advanced Micro Devices (AMD) 0.1 $224k 1.6k 141.90
Ishares Silver Tr Ishares (SLV) 0.1 $224k 6.8k 32.81
Coca-Cola Company (KO) 0.1 $219k 3.1k 70.76
Exxon Mobil Corporation (XOM) 0.1 $214k 2.0k 107.80
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $211k 5.0k 42.28
Illinois Tool Works (ITW) 0.1 $208k 840.00 247.25
Nike CL B (NKE) 0.1 $207k 2.9k 71.04
Walt Disney Company (DIS) 0.1 $206k 1.7k 124.02
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $24k 10k 2.41