Wealth Advisors of Iowa

Wealth Advisors of Iowa as of Sept. 30, 2025

Portfolio Holdings for Wealth Advisors of Iowa

Wealth Advisors of Iowa holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 11.7 $34M 597k 57.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.6 $28M 149k 189.70
Ishares Tr Msci Eafe Min Vl (EFAV) 8.9 $26M 309k 84.83
Spdr Series Trust Portfolio S&p500 (SPLG) 8.6 $25M 321k 78.34
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 7.2 $21M 382k 55.33
Ishares Tr Msci Usa Min Vol (USMV) 6.3 $18M 193k 95.14
American Centy Etf Tr Us Quality Grow (QGRO) 5.5 $16M 141k 114.40
Select Sector Spdr Tr Sbi Int-utils (XLU) 5.4 $16M 184k 87.21
Principal Exchange Traded Us Mega Cp Etf (USMC) 4.8 $14M 208k 68.17
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $6.7M 133k 50.73
American Centy Etf Tr Quality Divrsfed (QINT) 2.1 $6.3M 102k 61.35
Ishares Tr Core S&p500 Etf (IVV) 2.0 $5.8M 8.7k 669.33
Apple (AAPL) 1.9 $5.4M 21k 254.63
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 1.7 $4.9M 47k 104.51
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $4.3M 101k 42.79
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 1.4 $4.2M 67k 62.91
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $3.8M 31k 121.06
Microsoft Corporation (MSFT) 0.9 $2.6M 4.9k 517.91
Ishares Tr Core S&p Us Vlu (IUSV) 0.9 $2.5M 25k 99.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $2.3M 3.00 754200.00
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $2.2M 81k 26.84
NVIDIA Corporation (NVDA) 0.7 $2.1M 11k 186.58
Amazon (AMZN) 0.7 $2.1M 9.4k 219.57
Spdr Series Trust Portfolio S&p600 (SPSM) 0.7 $2.0M 43k 46.32
Pimco Etf Tr Active Bd Etf (BOND) 0.7 $2.0M 21k 93.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.9M 3.8k 502.74
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.9M 7.7k 243.55
Costco Wholesale Corporation (COST) 0.6 $1.7M 1.9k 925.63
Select Sector Spdr Tr Energy (XLE) 0.6 $1.7M 19k 89.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.5M 32k 46.81
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $1.3M 14k 96.14
Casey's General Stores (CASY) 0.4 $1.2M 2.2k 565.45
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.1M 2.3k 479.67
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $1.0M 10k 100.70
Meta Platforms Cl A (META) 0.3 $1.0M 1.4k 734.39
JPMorgan Chase & Co. (JPM) 0.3 $1.0M 3.2k 315.44
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $976k 11k 91.75
Visa Com Cl A (V) 0.3 $897k 2.6k 341.43
Spdr Gold Tr Gold Shs (GLD) 0.3 $890k 2.5k 355.47
Ishares Tr National Mun Etf (MUB) 0.3 $884k 8.3k 106.49
Alphabet Cap Stk Cl A (GOOGL) 0.3 $864k 3.6k 243.06
Eli Lilly & Co. (LLY) 0.3 $781k 1.0k 763.13
salesforce (CRM) 0.2 $694k 2.9k 237.01
Stryker Corporation (SYK) 0.2 $657k 1.8k 369.66
Deere & Company (DE) 0.2 $652k 1.4k 457.24
Alliant Energy Corporation (LNT) 0.2 $651k 9.7k 67.41
Broadcom (AVGO) 0.2 $624k 1.9k 329.91
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $595k 12k 49.83
W.R. Berkley Corporation (WRB) 0.2 $538k 7.0k 76.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $504k 840.00 600.17
Tesla Motors (TSLA) 0.2 $451k 1.0k 444.72
Adobe Systems Incorporated (ADBE) 0.1 $428k 1.2k 352.75
Marriott Intl Cl A (MAR) 0.1 $424k 1.6k 260.40
Starbucks Corporation (SBUX) 0.1 $422k 5.0k 84.59
International Business Machines (IBM) 0.1 $398k 1.4k 282.10
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $354k 18k 19.56
Procter & Gamble Company (PG) 0.1 $324k 2.1k 153.67
Enterprise Products Partners (EPD) 0.1 $322k 10k 31.27
Ishares Tr Rus 1000 Etf (IWB) 0.1 $304k 832.00 365.37
Netflix (NFLX) 0.1 $301k 251.00 1198.92
Raytheon Technologies Corp (RTX) 0.1 $300k 1.8k 167.35
Oracle Corporation (ORCL) 0.1 $300k 1.1k 281.24
Vanguard Index Fds Value Etf (VTV) 0.1 $297k 1.6k 186.54
Ishares Silver Tr Ishares (SLV) 0.1 $289k 6.8k 42.37
Wal-Mart Stores (WMT) 0.1 $286k 2.8k 103.05
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $280k 14k 19.71
Philip Morris International (PM) 0.1 $278k 1.7k 162.22
Pepsi (PEP) 0.1 $259k 1.8k 140.43
McDonald's Corporation (MCD) 0.1 $258k 850.00 304.03
Exxon Mobil Corporation (XOM) 0.1 $257k 2.3k 112.76
Advanced Micro Devices (AMD) 0.1 $255k 1.6k 161.79
Applied Materials (AMAT) 0.1 $255k 1.2k 204.74
Spdr Series Trust Bloomberg 3-12 M (BILS) 0.1 $248k 2.5k 99.52
Johnson & Johnson (JNJ) 0.1 $225k 1.2k 185.36
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $225k 11k 20.57
Caterpillar (CAT) 0.1 $223k 468.00 477.24
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $223k 5.0k 44.69
Illinois Tool Works (ITW) 0.1 $222k 852.00 260.76
Chevron Corporation (CVX) 0.1 $215k 1.4k 155.33
At&t (T) 0.1 $208k 7.4k 28.24
Coca-Cola Company (KO) 0.1 $205k 3.1k 66.33
Nike CL B (NKE) 0.1 $204k 2.9k 69.73
Village Farms International (VFF) 0.0 $58k 19k 3.13